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December 14, 2025

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The Financial Advisor Evaluation

March 5, 2019 California Broker Magazine

Savvy clients will annually review the services they receive and what they are charged  By Robert C. Lawton Recently my dad passed away. To help my mom gain an understanding of her financial situation, I […]

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What’s California’s Top Medicare Scam?

March 5, 2019 California Broker Magazine

      By Karen Fletcher If you’re not already on Medicare, imagine being one of our country’s 55 million older adults or younger people with a disability on Medicare. Imagine getting a cup of […]

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Alternative Long-Term Care Solutions

March 5, 2019 California Broker Magazine

By Louis Brownstone Life is becoming complicated, especially for the long-term care specialist agent.  Back in the good old days, agents merely had to compare traditional long-term care policies which were largely similar in structure […]

Howard Jacobson
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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 […]

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Proactive Eye Care Can Help Lower Overall Healthcare Costs

January 2, 2019 California Broker Magazine

By Dr. Daniel Levy As more companies address workforce health with wellness initiatives to meet the needs of their employees, a well-rounded benefits package that includes medical, dental and vision is one of the first […]

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Succession Through Acquisition Can Give Agency Principals The Best of All Worlds

January 2, 2019 California Broker Magazine

By Bryan W. Adams The thought of planning for business succession and retirement can torment entrepreneurs who’ve put in decades of dedication and energy into developing their own successful insurance businesses. However, succession is becoming […]

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