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May 26, 2026

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In This Issue

Offer your clients more solutions

April 1, 2023 California Broker Magazine

Increase Your Income With Cross Selling First in an ongoing series  By Phil Calhoun This is the first in a series of articles about how to expand your business and increase your success through cross […]

In This Issue

Want to Opt-Out of the Long-Term Care Tax?

April 1, 2023 California Broker Magazine

Consider this …  By Louis H. Brownstone There is a major change in long-term care planning in the works. A new, mandatory tax which would provide minimal long-term care benefits for California’s citizens has now […]

In This Issue

Cross-generational Financial Planning Entrepreneurship

April 1, 2023 California Broker Magazine

How a Millennial and Baby Boomer joined forces  Q&A with Patrick “PJ” Johnson and Stephanie Dannebaum By Linda Lalande There has been an increasing trend in recent years for cross-generational partnerships to form, particularly between […]

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Eye Breaks and Vision Coverage Help Keep Employees Engaged

April 1, 2023 California Broker Magazine

Eye care should be a fundamental benefit for every broker, employer and employee By Jonathan Ormsby When employers think about their workers overall health, both physical and mental, does vision always factor in? With “quiet […]

In This Issue

Newly Released: CMS Framework for Health Equity

March 1, 2023 California Broker Magazine

Courtesy of CMS.gov “As the nation’s largest health insurer, the Centers for Medicare & Medicaid Services has a critical role to play in driving the next decade of health equity for people who are underserved. […]

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From the Publisher

March 1, 2023 California Broker Magazine

Digital Plus Print Make Cal Broker Top Choice for California Life and Health Brokers Many of you may not know that as the owner of California Broker Media, I come from 25 years on the […]

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