Welcome to the California Broker Knowledge Hub

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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White Paper

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White Paper

Wednesday, August 27, 2025 Axos Advisor Services

Advisory Fees in 2025: Are You Aligned With Your Clients?

In today’s fast-changing advisory landscape, your fee structure isn’t just how you get paid; it’s how clients judge your transparency, trustworthiness, and value. Robo-advisors, new pricing models, and generational shifts are reshaping expectations. Are your fees keeping pace, or quietly pushing clients away?

White Paper

Friday, June 27, 2025 The Difference Card

Help Clients Reduce Healthcare Costs Without Sacrificing Benefits

Learn how brokers are helping employer groups contain healthcare costs with tools like HSAs, HRAs, and custom plan designs. This white paper covers strategies that preserve benefits, manage risk, and deliver lasting value.

White Paper

Thursday, October 19, 2023 Axos Advisor Services

Marketing for Growth - How Elite RIA Firms Drive Success

8 strategies you can employ to maximize the impact of your marketing efforts and budget.

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