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June 9, 2023

technology

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Employee Benefit Technology: Bridging the Gap between HR, Employees, and Brokers

June 1, 2023 California Broker Magazine

By Ed Ligonde   Employee benefits are a crucial part of any company’s people and experience strategy. For most employers, it is not a ‘check the box’ option, but rather a recruitment and retention tool. […]

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Why Modernizing Expense Technology Is Critical

March 2, 2020 California Broker Magazine

As a financial planner or insurance agent, you know it’s extremely important to track every expense you incur. Every penny must be tracked within a very highly-regulated industry. Many firms even have limits on what […]

In This Issue

The Changing Look of Life Insurance Distribution

December 3, 2019 California Broker Magazine

                    How life insurance producers can ride the waves of disruption By Dave Donchey As any good surfer knows, waves come in sets. Within each swell, […]

Life Insurance

Silicon Valley, Health Insurers Say Privacy Measure a “Direct Threat To California”

May 1, 2018 California Broker Magazine

The battle over data privacy is heating up in California as opposition to a data privacy measure is growing. AT&T, Google and Facebook are leading the opposition to the California Consumer Privacy Act. “DON’T DISCONNECT CALIFORNIA” […]

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