California Broker’s eMagazine biweekly newsletter!

Our goal is to keep you up-to-date with the latest news and trends in our industry.

In June’s 2023 edition, we cover:


Come Explore the Medicare Jungle at the Senior Summit!
August 22-24, 2023

By Maggie Stedt 

Come join us at the Pechanga Resort and Casino August 22-24 for the 11th Annual Senior Summit!
Located in Temecula off Highway 15, it’s easy to reach from the Inland Empire, San Diego, Orange County, Los Angeles and the Ontario and San Diego airports. This year you will explore ways to increase the referrals you receive, how to use social media more effectively and to create a business identity that will distinguish you from your competition! It is time to focus on growing your business while learning about new programs and product offerings by our carriers. We can’t wait to announce our keynote speakers!

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Flourishing through Trusted Partnerships: Growing Your Business with Collaborative Efforts

By Phil Calhoun 

For over four decades, California Broker has provided information and resources for health and life insurance professionals in California. During this period, over 25,000 brokers have read and responded to our content monthly. As we work to reinforce trust within the broker community, we consistently seek to provide articles that brokers find to bolster their ability to be better advocates for their clients. This series is on the value of collaboration and is intended to help brokers bring solutions to clients and grow their business.  

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Why Would Anyone Want to Sell Their Life Insurance Policy?

There are 2.5 million reasons each year

By Lisa Rehburg

That’s right — 2.5 million seniors a year will walk away from their life insurance policies. 500,000 seniors a year will lapse their life insurance policies, leaving behind an estimated $100 billion of benefits. And, another 2 million will surrender their policies — each year! 90% of seniors who have let a policy lapse would have considered selling it, had they known life insurance settlements existed. These seniors are your clients, and potential clients. 

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What is my Book of Business Worth? 

For brokers looking to sell and active brokers looking to protect their commissions 

By David Ethington 

We are frequently asked about the value of commissions, so this topic is clearly a concern for brokers. Determining the value of a book of business requires outlining specific information unique to each situation, defined by each seller and buyer in a given scenario. 

Here’s what we don’t do: We don’t follow the typical processes used in many industries because our industry is unique. We don’t use financial methods based on projections of future revenues, or look back three years to calculate trends. We don’t add significant value to any type of insurance line, nor do we place great value on the seller’s “type” of clients.   

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[In case you missed our March 2023 Issue]

From the Publisher

Digital Plus Print Make Cal Broker Top Choice for California Life and Health Brokers

Many of you may not know that as the owner of California Broker Media, I come from 25 years on the agency side. Since June of last year, my editorial focus has been to view the content of articles submitted by industry experts using a filter that ensures we offer the most valuable and relevant information to California brokers of life and health insurance.

Our team at California Broker thanks our readers, authors and advertisers who have helped California Broker Media Group grow into an industry leadership role. We look forward to your support in 2023 and beyond as we face challenges to our industry.  As the year rolls out we all lean on our industry leaders and colleagues to develop products and services for our clients and at Cal Broker we commit to providing news and information to help our readers be successful.

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Health Benefit Packages 

5 emerging strategies to help employers 

By Steve Cain

While encouraging a healthier workforce has long been a priority for many employers, several recent trends have sparked a renewed emphasis for some organizations. A competitive labor market, high inflation and the lingering effects of the COVID-19 pandemic have many employers focusing on offering more innovative benefit packages. The goal is to help attract and retain team members, spur productivity, and reduce the incidence of preventable medical events and costly chronic conditions.   

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  • June 8-29 @11:30am-12:30 pm, 1 Hr. CE Courses-REGISTER FOR THE WHOLE CE SERIES, Register 
  • June 12 @9:30 am – 5:00 pm, IEAHU Richard Hawkins Memorial Annual Golf Tournament, Riverside, CA. Register
  • June 13 @ 10:00 am- 11:00 am, Redetermination, The Final Rule 2024 and Inflation Reduction Act WEBINAR, Register 
  • June 15 @11:30-1:30 pm by Zoom, The Role of Long Term Care Insurance in a Sound Financial Plan, Register 
  • June 15 @ 11:30am- 12:30 pm- Essentials for New Small Group Insurance Agents1 HR. CE Credit, Register
  • June 15 @9:00 am- 11:00 pm, GAAHU Annual Member Meeting/Board Election, Walnut Creek, CA. Register 
  • June 15 @9:00 am- 11:00 am- What’s Hot and Trending in Employee Benefits, Register
  • June 22 @10:00 am – 4:00 pm, PST SVAHU 5th Annual John Bobincheck Memorial Golf Classic 2023, Pleasanton, CA.  Register


  • June 13-15, 2023 AHIP 2023 Conference Portland, Oregon. Register
  • June 15-23- Word&Brown Week of CE Webinars  Register 
  • June 24-27 –NABIP Annual Convention in New Orleans, Register
  • June 25-28, 2023 MDRT Annual Meeting Nashville, Tenn. Register 
  • July 16-18- AHA Leadership Summit, Register 
  • August 6-7-REGION 8 CONFERENCE, Anaheim, CA, Register
  • August 22 – August 24, 2023 “Senior Summit: Exploring the Medicare Jungle,” Pechanga Resort, Temecula, CA. Register