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March 11, 2026

In This Issue

In This Issue

2023 Tax Planning Fundamentals

January 1, 2023 California Broker Magazine

Tips for Brokers and Their Small Business Owner Clients By John Hassett Planning for the new year includes reviewing your tax situation so you don’t miss opportunities to save money. Given that the average American […]

In This Issue

Completing the Deal

December 1, 2022 California Broker Magazine

My emotional rollercoaster reaches solid ground BY AMY EVANS In October 2021, my employee benefits agency was acquired by Shorepoint Insurance Services, an Acrisure agency partner, and I joined Shorepoint as an associate VP of […]

In This Issue

The Role of Brokers in the 2023 Employee Benefits Market

December 1, 2022 California Broker Magazine

3 ways brokers can help clients navigate workplace challenges BY RICHARD SHAFFER For brokers in the employee benefits market, 2020 accelerated and exploited trends, like virtual work, that were already slowly and steadily disrupting the […]

In This Issue

Why Agency Efficiency Should Be Your Top Priority in 2023

December 1, 2022 California Broker Magazine

BY TOM AVERY This year was unlike any other for brokers. The Consolidated Appropriations Act of 2021 went into effect last December, requiring brokers to disclose their expected commissions related to all group health plans […]

In This Issue

A Broker’s Playbook to Win Every Game!

December 1, 2022 California Broker Magazine

WHY AND HOW THE SIGNIFICANT ALWAYS FINISH STRONG BY DAN CLARK The dictionary defines insurance broker as “An intermediary who sells insurance by negotiating with multiple insurers on behalf of a client for compensation; while […]

In This Issue

Watch Out for These Commission Trends in California

December 1, 2022 California Broker Magazine

MAPD developments you should pay attention to BY PHIL CALHOUN and DAVID ETHINGTON The following is a discussion on commission trends for Medicare Advantage Prescription Drug (MAPD) taking place in California that directly affects broker […]

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