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December 14, 2025

annuities

In This Issue

Secure Your Clients Financial Well-Being with a Team Approach

October 1, 2023 California Broker Magazine

COLLABORATION Secure Your Clients Financial Well-Being with a Team Approach Diverse needs demand diverse professional partnerships BY JERRY SLUSIEWICZ In the ever-evolving landscape of financial planning, the role of insurance sales professionals has transcended beyond […]

In This Issue

Offer your clients more solutions

April 1, 2023 California Broker Magazine

Increase Your Income With Cross Selling First in an ongoing series  By Phil Calhoun This is the first in a series of articles about how to expand your business and increase your success through cross […]

Insurance Insider Newsletter

Leaders Need Self Care, Too!

May 4, 2022 California Broker Magazine

Taking care of yourself gives you more energy to lead others. Makes sense ­— right? If you need evidence, take a quick look at a post from leadership experts Dennis O’Neil and Greg Hiebert. Once […]

Insurance Insider Newsletter

Can’t Beat Face-to-Face!

April 27, 2022 California Broker Magazine

It was great to see you all — finally IN PERSON at  the 2022 LAAHU Annual Symposium themed “Nothing’s Gonna Stop Us Now!”   “Embracing” the occasion were 245 enthusiastic insurance professionals gathered at the […]

TRENDING

COVID -19:  FFCRA & CARES Act – A Helpful Guide

April 27, 2020 California Broker Magazine

By  Dorothy M. Cociu As I write this article, I am, like all of you I’m sure, confined to my home office, where I’ve been for a number of weeks during the COVID-19 pandemic.  I’m […]

In This Issue

Medicare Surcharges, IRMAA and Retirement Planning

March 2, 2020 California Broker Magazine

    Over the last decade ensuring healthcare needs will be met in retirement has become one of the top priorities for clients of financial professionals. This reflects growing awareness that health-related costs – Medicare, […]

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