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March 7, 2026

SUCCESSION PLANNING

Insurance Insider Newsletter

The Four Industry Trends That Threaten Traditional Health Brokers

February 21, 2024 California Broker Magazine

LOOKING FORWARD The Four Industry Trends That Threaten Traditional Health Brokers And how to address them PART ONE OF THREE Nelson Griswold Traditional health brokers are facing an existential threat from trends born largely out […]

Insurance Insider Newsletter

Compliance and Succession Planning in 2024

January 24, 2024 California Broker Magazine

COMPLIANCE 2024 Compliance Issues to Watch By Misty Baker As we ring in 2024, there are a number of healthcare industry legislative and compliance issues that brokers and employers need to be aware of. Yes, […]

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Be Aware of 3 Pitfalls in Business Succession Planning

August 1, 2023 California Broker Magazine

  Page 36 SUCCESSION PLANNING Be Aware of 3 Pitfalls in Business Succession Planning By Chia-Li Chien Help your clients be better prepared by identifying preferences and bias Read more  

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