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.

Clear Filters

Close Advanced Search Filters

Use Advanced Search

Topics

Benefits

Insurance

Content Types

White Paper

Results > white-paper: (4)

Advanced Search Filters

Clear Filters

White Paper

Tuesday, September 29, 2026 The Difference Card

How to Stack an HSA and MERP for Maximum Employer Savings

Help clients address rising health plan costs without simply shifting more expense to employees. Explore how combining an HSA-eligible HDHP with a properly designed MERP can create employer savings while providing employees additional financial protection.

White Paper

Thursday, August 20, 2026 The Difference Card

Help Employers Control Healthcare Costs With a Smarter Reimbursement Strategy

Help clients explore another approach to managing healthcare costs. This guide explains how MERPs work, their potential tax advantages, key compliance considerations, and how they can complement an employer's existing health benefits strategy.

White Paper

Monday, February 9, 2026 The Difference Card

What the One Big Beautiful Bill Act Means for HSA and FSA Strategy in 2026

The OBBBA reshapes HSA and FSA benefits for 2026. Learn what brokers need to know about telehealth eligibility, DPC integration, expanded plan compatibility, and the new $7,500 dependent care FSA limit.

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.

|Dashboard