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September 9, 2026

In This Issue

In This Issue

Four Investments to Protect Independence as We Age

September 1, 2026 California Broker Magazine

Email LinkedIn Facebook Print HEALTH & WELLNESS By Megan Wroe For “Healthy Aging Month” this September, I am focusing on how to preserve independence through each decade that passes. Independence is one of the top […]

In This Issue

Two careers. Two continents. Field notes from the threshold (Part 2)

September 1, 2026 California Broker Magazine

Email LinkedIn Facebook Print PROFESSIONAL DEVELOPMENT By Joshua Schneeloch Click Here to Read Part 1 400,000 Open Seats I went to Atlantic City looking for the future of our business. The number that followed me […]

In This Issue

How Small Businesses Select Advisors

September 1, 2026 California Broker Magazine

Email LinkedIn Facebook Print PROFESSIONAL DEVELOPMENT By California Broker Magazine CA brokers help small businesses navigate taxes, finances, and insurance policies effectively. Learn how advisors can make all the difference when it comes to establishing […]

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Unbundling a PEO: What Benefits Brokers Need to Know

September 1, 2026 California Broker Magazine

Email LinkedIn Facebook Print PREMIER HCM By Steve Evans Leaving a PEO doesn’t mean joining one was a bad decision. For many employers, the PEO model works well and provides a convenient way to combine […]

In This Issue

Sarah Knapp on Benefits Education and Broker Advocacy

September 1, 2026 California Broker Magazine

Email Facebook LinkedIn Print BROKER SPOTLIGHT By Phil Calhoun in conversation with Sarah Knapp Experience the Full Interview — Click Below to Listen or Watch! https://vimeo.com/1220313810 This Broker Spotlight is drawn from a recorded conversation […]

In This Issue

Handling Difficult Conversations: Helping Clients Balance Leadership, Communication and Compliance

September 1, 2026 California Broker Magazine

Email Facebook LinkedIn Print ENGAGE PEO By Ailene Dewar Costello The Engage PEO Human Resources Consultant Team Difficult conversations are an inevitable part of managing people. Whether the discussion involves performance concerns, workplace behavior, organizational […]

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California Broker Magazine September 2026

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