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September 11, 2026

In This Issue

In This Issue

Women’s Leadership Summit Watchwords: Authenticity, Connection, Compassion and Vulnerability

May 1, 2023 California Broker Magazine

Some people call them soft skills, but here they are rules of engagement Leading with empathy, compassion, authenticity and kindness. These were watchwords of the gathering of 200+ women leaders at the mid-March Ellevate Foundation’s […]

In This Issue

Prediction: “There will be more and more customer segmentation”

May 1, 2023 California Broker Magazine

In this column, we pose a question or share a perspective or prediction about some aspect of the health insurance/finance industry. We invite industry leaders aka influencers to weigh in. If you would like to […]

In This Issue

NABIP Members Visit with the 118th Congress

April 1, 2023 California Broker Magazine

Shaping the Future of Healthcare BY MAGGIE STEDT Representing our association, agents and our clients, members from over 200 chapters of the National Association of Benefits and Insurance Professions (NABIP) that was formally known as […]

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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