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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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Retirement Planning

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Case Study

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Case Study

Tuesday, February 11, 2025 Universal Financial Consultants

How a Cash Balance Plan Helped a Business Owner Save $275K in Taxes

If you work with high-income business owners looking to reduce taxes and accelerate retirement savings, this case study is a must-read.

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