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March 6, 2026

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In This Issue

Will President Trump Serve Out His Term? Watch the Stock Market

March 5, 2019 California Broker Magazine

By Alan Hall Those who want President Trump to stay in office should hope the stock market rises, and those who want him ousted should hope it crashes. Why? History shows that the stock market […]

In This Issue

Health Trends: The Great 8 for the Golden State

March 5, 2019 California Broker Magazine

By Dan Trencher It’s 2019 and it’s no surprise that healthcare continues to face the seemingly uncontainable and unsustainable challenges surrounding cost and access. These challenges have too often contributed to defining care experiences over […]

In This Issue

Financial Planning Six Key Considerations When Advising Millennial Clients

February 1, 2019 California Broker Magazine

By Misty Weltzien  As an advisor, it’s easy to overlook connecting in person with current and prospective millennial clients. The generation consisting roughly speaking of today’s 22- to 37-year-olds is tech savvy and efficient. Why […]

In This Issue

Succession Planning Insurance Establishment Must Embrace Millennials

February 1, 2019 California Broker Magazine

By Korey Platt We are part of an aging industry. I know we are all aware of this fact and though it may be hard to accept, there are more individuals exiting our business than […]

Howard Jacobson
In This Issue

Health & Wellness Millennials Do It Differently

February 1, 2019 California Broker Magazine

By Howard Jacobson   Millennials do healthcare differently than preceding generations. They have different values, different desires and different needs. The industry must change in order to meet their needs. Let’s look at some facts […]

In This Issue

How To Help Clients Build a Culture of Wellness

February 1, 2019 California Broker Magazine

By Megan Wroe Employers now know that wellness programs are an essential part of an effective workplace environment. Not only do they save healthcare costs and reduce absenteeism, but they also create a positive employee […]

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