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The California Broker Knowledge Hub is the world's premier resource library for Annuity, Life and Health Insurance Brokers. Explore our library of content and resources provided by experts and providers across the insurance industry. These resources include timely, actionable research from California Broker Magazine as well as 3rd-party resources that are designed to be helpful to your organization. For more information on posting content in the Knowledge Hub, please click here.

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Guide

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Guide

Monday, November 18, 2024 STP Investment Services

Year-End Compliance Checklist

This essential tool guides investment advisers through key regulatory filings, disclosure requirements, employee compliance measures, and best practices. Simplify your year-end preparations and ensure no detail is missed.

Guide

Friday, February 9, 2024 The Difference Card

How Section 105 Medical Reimbursement Plans Save on Taxes

If you are looking to learn more about an alternative way of funding medical costs, Section 105 plans, whether Health Reimbursement Arrangements or Medical Expense Reimbursement Plans, could be the right option for you or your client.

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