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July 4, 2026

Blog

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PARSING THE ISSUE OF ESG FUNDS IN A 401k

January 4, 2022 California Broker Magazine

Sustainable investment options are drawing interest, especially from millennials BY ROBERT C. LAWTON MANY 401(K) PLAN SPONSORS are considering whether ESG mutual fund investment options belong in their 401(k) plans. The following discussion takes a […]

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Welcome to the Jungle…Get ready for 2022

January 4, 2022 California Broker Magazine

BY DAWN MCFARLAND I love how this is the song often played to get fans motivated at sporting events. Is it stuck in your head now? Well, there are worse tunes…      HAPPY NEW YEAR […]

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CalSavers MANDATE

January 4, 2022 California Broker Magazine

How to Turn a Problem into an Opportunity BY ED MCCLEMENTS, JR. You can increase your book of business by helping clients and prospects deal with the challenges presented by California’s retirement plan mandate — […]

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NEW YEAR’S RESOLUTION

January 4, 2022 California Broker Magazine

Protect Your Commissions in 2022 BY PHIL CALHOUN I AM OFTEN ASKED how commissions are handled when an active broker retires or worse, is no longer able to stay active. The answer is the same […]

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Three Key Reasons Employees Are Putting So Much Importance on Financial Well-Being Benefits in 2022

January 4, 2022 California Broker Magazine

Financial stress has been a factor in the workplace for many years now, affecting employee productivity as well as impacting their health. BY MIKE WILBERT EMPLOYEES ACROSS ALL INDUSTRIES and salary levels have experienced workplace […]

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VIRTUAL IS GROWING, NOT GOING Industry embraces virtual solutions

January 4, 2022 California Broker Magazine

BY YJ LEE VIRTUAL is the new normal. With the effects of the pandemic spurring the proliferation of customer centric digital platforms, a wellspring of virtual marketplaces for consumers and businesses makes purchasing the right […]

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