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December 14, 2025

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Advisor Strategy: Communication diffuses market volatility concerns

January 2, 2019 California Broker Magazine

By Clifford P. Ryan Discretionary investment management involves a high level of trust between the advisor and clients. When the market experiences volatility, the majority of clients are confident that their advisor can monitor and […]

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10 Reasons Workplace Wellness Works

January 2, 2019 California Broker Magazine

We all want to work smarter, not harder, but even technological advances haven’t conquered adding more hours into the day. One of the of the first things that seems to get sacrificed by increased demands […]

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Travel Insurance Market Forecast for 2019

January 2, 2019 California Broker Magazine

By  Rajeev Shrivastava The global travel market continues to grow despite headline-making natural disasters, increased flight disruptions and the threat of terrorism. Travel agencies reported an 80 percent increase in international travel in 2017, and […]

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Voluntary Benefits:Leveraging voluntary benefits for client success

December 5, 2018 California Broker Magazine

By Cynthia Coverson Henry Ford is said to have quipped that customers could have their car in any color, as long as it was black. Fast forward a century, and customization is everywhere. In our […]

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Simple Steps to Recruit and Retain the Best Talent During A Hot Job Market

December 5, 2018 California Broker Magazine

By Mike Estep  With the unemployment rate falling to an 18-year low, there is a shortage of talent, which has created a tough hiring environment for employers, and an attractive market for job searchers. In […]

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Include Interest Rate Changes in Financial Plans and Client Conversations

December 5, 2018 California Broker Magazine

By Thomas Henske In advance of The Federal Reserve’s recent interest rate hike announcement, MDRT conducted a consumer study to gain valuable insight regarding expectations and knowledge of how potential increases would impact financial plans. […]

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