Last week we spent some time at the California Statewide Medicare Expo, an event hosted by 10 local California Association of Health Underwriters chapters. It was great to see Cal Broker’s own Naama Pozniak open […]
By Cerrina Jensen with Amy Evans, Lisa Hutcherson and Emma Fox This is the third installment of a multi-part series which features a question based on the book “How Women Rise,” by Marshall Goldsmith and […]
Creating a Comprehensive Benefits Package for the Pandemic with Disability and Behavioral Health Plans By Greg Poulakos and Mindy Legere Enduring the COVID-19 pandemic has been financially and emotionally trying for today’s workforce. Not only […]
By Janet Fishman When a financial advisor or insurance agent meets for the first time with a new or potential client, they are often on a fact-finding mission. Insurance agents need specific information to analyze […]
Two Dental Providers Weigh In Compiled by Thora Madden California Broker’s annual dental survey is a little lighter than most years, probably due to insurer’s dealing with COVID-19-related issues. Nonetheless, we’ve soldiered on — and […]
—More Similar Than You Think By Lisa Rehburg Does your house always fit your needs during your entire lifetime? Sometimes, yes, but most of the time, no. Perhaps over your lifetime, your house may become […]
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