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December 15, 2025

LLC

More In This Issue..

How Succession Planning Works for Health Brokers

January 1, 2024 California Broker Magazine

PLANNING How Succession Planning Works for Health Brokers By Phil Calhoun Make 2024 the year you put your plan in place Read More → ______________________________________________________________________________________________________________

In This Issue

Women’s Leadership Summit Watchwords: Authenticity, Connection, Compassion and Vulnerability

May 1, 2023 California Broker Magazine

Some people call them soft skills, but here they are rules of engagement Leading with empathy, compassion, authenticity and kindness. These were watchwords of the gathering of 200+ women leaders at the mid-March Ellevate Foundation’s […]

In This Issue

Reference-Based Pricing in Self-Funded Health Plans A key to cost savings

March 1, 2023 California Broker Magazine

PART 1 OF 2 By Omar Arif and Mike Sigal with Dorothy Cociu  Are we in a recession or a booming economy?  The answer to that depends on who you ask.  Democrats in Washington brag […]

In This Issue

Planning to Exit Your Commission-Based Business?

March 1, 2023 California Broker Magazine

Sharing success with a colleague can pay off big By Phil Calhoun Preparing for a life change that involves transitioning your hard-earned commissions and loyal clients?  Sharing your success with a colleague can be a […]

retirement planning
Voluntary Benefits

Sun Life-Maxwell Deal May Signal More Insurance Acquisitions Ahead

June 12, 2018 California Broker Magazine

After Sun Life Financial’s announcement that it will acquire Maxwell Health, benefit brokerages and advisory firms that serve small and midsize employers might be on the lookout for similar deals. Expect more M&A attempts by […]

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