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September 10, 2026

In This Issue

In This Issue

Planning for the Future With Income Insurance Safeguard the present with disability insurance and income protection

February 28, 2022 California Broker Magazine

BY JOE RUSSO Great strides have taken place in the financial services industry in recent decades. We’ve developed widely accessible and sophisticated fiduciary savings vehicles that allow Americans to plan for secured financial futures in […]

In This Issue

Strategies for Navigating Double Taxed Retirement

February 28, 2022 California Broker Magazine

BY DAVID E. APPEL SINCE THE PANDEMIC BEGAN, clients and advisors alike are taking extra precautions when planning for the future. This often entails exploring the benefits of plans such as long-term care, disability or […]

In This Issue

What Football Teaches Us About Financial Planning

February 1, 2022 California Broker Magazine

BY GLENN CRAWFORD I’m of the opinion that all too often advisors use confusing jargon to explain financial concepts that can’t be easily understood in layman’s terms. It’s one of the reasons people can be […]

In This Issue

Watch Your Back Local Brokers, Competition Comes From Many Places

February 1, 2022 California Broker Magazine

BY PHIL CALHOUN with MAGGIE STEDT This is a two part article with Part One covering the rising competition in the Medicare market and Part Two outlining competitive actions local independent brokers can take to […]

In This Issue

An Observation about the Pandemic, Agents and Single Payer

February 1, 2022 California Broker Magazine

BY JOHN NELSON The pandemic has revealed a lot about the world, our business, our society and, oh yeah, the state of humankind. I never anticipated I’d ever say this in 2018 but there’s no […]

In This Issue

Understanding How Reiki Practice Can Benefit you AND your clients

February 1, 2022 California Broker Magazine

Health care professionals recognize that patients who access their inner resources tend to have better outcomes, and are easier to work with A conversation with Medical Reiki Master PAMELA MILES In response to these particularly […]

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California Broker Magazine September 2026

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