Want to increase your book of business?

Going Beyond HR | What is a PEO and How It Can Transform Your Business

Many SMB owners might be unaware of how a PEO can help them. If you’re still handling HR, payroll, and benefits on your own, learn how a PEO can help.

What is a PEO?

You walk into the office at 7:00 a.m. and turn the lights on. It’s early, and you’re the first person there. But you like it that way because it’s quiet enough for you to get through some emails before your 8:30 strategy meeting with senior leadership.

You’re looking forward to the meeting. You know it’s a great opportunity to pick the brains of your most ambitious leaders and come up with ways to drive your company into the future.


CalCPA Health is a program many brokers have been aware of for years.

Those who aren’t familiar with CalCPA Health should learn about them and start telling your clients about their benefit offerings.

Brokers Need to Know:

  • CalCPA Health is a California domiciled carrier who has been around since 1959 – providing excellent benefit plans to CPA and financial service firms of all sizes.
  • Medical, Dental and Vision plans are available for more than CPAs. Learn more!
  • CalCPA Health has very user-friendly HSA administration capabilities for employers and employees. They offer the largest selection of HSA plans in California.

7% commissions (first & renewal) 2-50 Small Group


How to Help Your Clients Understand Their Long-Term Care Options

Knowing the long-term care options that are available to your clients is an important starting point when helping them plan for the future. It’s important to encourage your clients to think about where they want to live and what type of care, they believe they might need.

Most people want to stay in their homes, but it’s not the right choice for everyone. Others prefer the services and amenities that come with certain types of living arrangements. Many also prefer or need the activities and social interaction that come with communities that provide services.

What Are The Options?



Tips on Selling a Book of Business


Selling a business is a significant decision that requires careful planning and consideration. When retirement is also part of the decision to sell, many new and often deep concerns start to cloud the planning process. Most significantly, financial thoughts combine with the emotional concerns and make the retirement/sell a business decision even more difficult for many business owners. We prefer to use the term business exit planning as it encompasses how to protect, enhance, and someday reap the reward when the plan is completed as expected.


May 13-15, CAHIP Capital Summit:

Great to see many of you in Sacramento. 

On behalf of California Broker Media, we welcome any ideas for articles and content you have to share.  As we continue our support of California life and health insurance professionals, we look to those most active and involved in our industry for ideas.  Your involvement in the Capital Summit shows we share the best intent for a continued healthy state insurance marketplace.   Your ideas for news, events, and educational articles would be greatly appreciated.

If you would like to know more about our media here are some newer programs we now offer:

  1. Insurance Insider our eNewsletter emailed to CalBroker subscribers whom include ALL of the licensed life and health agents and brokers in CA.
  2. Our super affordable eDirectory which is also emailed to ALL subscribers.

10% OFF your eDirectory listing for those of you who respond by June 30th


Email publisher@calbrokermag.com for the CODE.

Look for our special issues on:

  • Medicare (July),
  • Group Employee Benefits (September),
  • Long Term Care insurance (November), and
  • 2025 Planning for Success (January).

Advertisers get a 25% discount for Special Issue advertising when emailing publisher@calbrokermag.com  the CODE “Special Issue DEAL”.



CAHIP – Los Angeles : May Member Meeting on Mental Health POSTPONED to September 19


  • June 23-26, Society for Human Resources Management SHRM24 Annual Conference and Expo @ Chicago, Register:
  • August 28 2024 SAHU Business Medicare Expo, @ 8:00 am-4:00pm, Save the Date
  • October 6-8 NAIFA e3 Conference @ Sonesta Redondo Beach & Marina, Register: 


  • May 31 @ 9:30am-2:00pm: CAHIP OC 21st Annual Celebration of Women in Business Charity Luncheon & Fashion Show @ Balboa Bay Resort, Register  


  • June 13, 2024 @ 2:30 to 4:00pm, EPI Orange County – An Intimate Conversation with an Owner: Exit, Failure, Retry, Success M&A Deal Breakers and War Stories @ Maggiano’s South Coast , Register
  • June 14 @ 11:00am-1:30pm NAIFA Pismo Beach Dine & Connect @ Ventana Grill 2575 Price Street, Register 
  • June 19, @2:30 to 4:00pm, EPI San Diego:  An Intimate Conversation with an Owner: Exit, Failure, Retry, Success @ Crust Pizzeria Solana Beach, Register
  • June 26 @ 2:30-4:30 pm, EPI Los Angeles Tax Mitigation Planning Before The Sale of a Business @ Capital Group 11100 Santa Monica Blvd, Register

Medicare Summits

  • August 14 @ 10:00am-5:30pm CAHIP-LA Medicare on the LaLa Land Stage-The Sequel @ The Odyssey, 15600 Odyssey Dr., Granada Hills, CA 91344, Register
  • August 20-22 NABIP Senior Summit @ Pechanga Resort Casino, Register
  • August 28 @ 8:00 am-4:00pm, 2024 SAHU Business Medicare Expo, Register