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December 6, 2025

In This Issue

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In This Issue

The Benefit & Payroll Audit You Should Perform

May 31, 2019 California Broker Magazine

 A step-by-step outline By Bobbi Kaelin Have you lost a client to a payroll service company?  They swoop in and offer great prices and services and then perhaps offer to simplify everything by also handling […]

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In This Issue

Disability Coverage

May 31, 2019 California Broker Magazine

Retaining talent and staying competitive in an employees’ job market By Jeffery D. Smith In today’s employee-favored job market, one of the biggest challenges facing employers is attracting and retaining top talent. With the unemployment […]

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Multi-Generational Planning with Permanent Life Insurance

May 31, 2019 California Broker Magazine

                    Move beyond 401(k) and IRA Savings By Thomas Young   My primary focus with clients and prospects is to find out why they come to […]

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In This Issue

Medicare Prescription Plan Finder

May 31, 2019 California Broker Magazine

A pro shares his best tips By Harry P. Thal Writing a Medicare Part D prescription drug plan is somewhat time consuming and the the commissions are small, but there are payoffs. I should know.  […]

In This Issue

Voluntary Benefits Survey 2019

May 1, 2019 California Broker Magazine

Voluntary employee-paid benefits — called supplemental benefits by some carriers –are continually popular. These benefits offer employees the convenience and the discounted rates that they wouldn’t have access to on the individual market. But how […]

In This Issue

5 Strategies to Stay Competitive as a Benefits Broker

May 1, 2019 California Broker Magazine

By Tracy Funk Seismic shifts in the employee benefits space — especially with regards to how employees engage with benefits — show a strong demand for a seamless benefits package, one with personalized enhanced benefits […]

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