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July 12, 2026

In This Issue

In This Issue

2023 Insurance Trends: U.S. versus the World

January 1, 2023 California Broker Magazine

3 Key U.S. consumer trends revealed by Remark Global Survey  By James Macdonald The U.S. has a well-established insurance market which blends traditional agent-sold approaches, direct mail, phone and online marketing strategies. But what’s the […]

In This Issue

Annual 2023 Employer Compliance Responsibilities

January 1, 2023 California Broker Magazine

Significant non-compliance penalties are no joke! By Paul Roberts Each year brings annual compliance responsibilities to employers regarding their health plans, federal Affordable Care Act (ACA) compliance, and COBRA responsibilities. It’s important for employers to […]

In This Issue

6 Common Mistakes Insurance Brokers Should Fix for 2023

January 1, 2023 California Broker Magazine

Take time to reflect on what you learned in 2022 BY TOM AVERY For most people, the new year is about looking forward. For insurance brokers, it’s time to breathe a sigh of relief now […]

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 […]

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