Independent Brokerage Agencies, known to many as “General Agents,” can lead brokers through the product maze. They search the market to find the product to fit brokers’ proposals. Independent Life/Health Brokerage agencies act as the broker’s representative. Although they also perform marketing functions for the carrier, they see the broker as the client. The Products Section tells which agencies handle various products.
A l B l C l D l E l F l G l H l I l J l K l L l M l N l O l P l Q l R l S l T l U l V l W l X l Y l Z
Accent Insurance Brokerage
Contact: Melissa Shaw
26477 Rancho Pkwy. South Lake Forest, CA 92630 (949) 699-1662 Ext. 204
Fax: (949) 699-1069
email: Melissa@accentinsurancebrokerage.com
Website: www.accentinsurancebrokerage.com
Website: www.melissashawplanner.com
Products: Life Insurance (wholesale insurance for the financial professional); Long Term Care; Financial counseling. Serving: CA
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Ace Benefits Group Retirement & Insurances
Contact: administrator@acebenefitsgroup.com
155 W. Washington Blvd., #1202
Los Angeles, CA 90015
(213) 765-0089 Fax: (323) 345-5089
Website: www.acebenefitsgroup.com www.retirementchoices.org
Products: Accident; Annuities; Critical Illness; Defined Benefit Plans; Disability; Key Employee Insurance; Life (group ,term, universal, whole); LTC; Retirement Planning Strategies; Personal Accounts; Section 79; Roth IRA; Supplemental Benefits (ind., group); Tax-Free Retirement; Worksite Marketing
Serving: Nationwide
__________
Advanced LTC Insurance Services
Contact: Larry Banks 425 W. Broadway, Ste. 205
Glendale, CA 91204 (818) 547-6677 (800) 427-3209
Fax: (818)547-2220
Email: larry@advancedltc.com
Email: barry@advancedltc.com
Website: www.advancedltc.com
Products: Dental (Ind. Group); Health (Group, ind.); LTC, Life (group term, term, UL); Vision, Worksite Marketing
__________
Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279 Lake Mary, FL 32795
(407) 324-3921 (866) 205-1936 Fax: (480) 287-8574
email: info@aigilis.com
Website: www.aigilis.com
Products: ACA Medial GAP Plans, Telemedicine, Accident, Crtical Illness, Dental (ind., group), Health (group, ind.); Life Insurance Quote Engine for website, LTC, Medicare Supplement, Vision
Serving: Nationwide
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Americal Advanced Insurance Solutions, LLC
1964 Westwood Boulevard, Suite 120
Los Angeles, CA 90026
Contact: Gene Tapper
(310) 441-5699 ext. 169
(866) 311-2656 ext. 169 Fax: (310) 441-5660
email: gtapper@americalltc.com
Website: www.americalltc.com
Website: www.ltc411.com
Products: LTC
Serving: Nationwide
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American Capital Security Corp.
Paradigm Insurance Marketing
Contact: Paul D. Kaplan, CLU
31255 Cedar Valley Dr. , Ste. 311
Westlake Village CA 91362
(818) 380-0034 (800) 822-7251
Fax: (818) 706-0203
email: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Disability Income, 419(e) single employer post-retirement medical reimbursement plan; Life (Indexed Universal Life, special risk, survivor, term, universal life); Long-Term Care Insurance
Serving: CA
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American Insurance Brokers Inc.
Contact: Brett Bennett
23251 Mulholland Dr. Woodland Hills, CA 91364-2732
(818) 591-8700 (800) 669-8700
Fax: (818) 591-8722
email: bbennett@aib4insurance
Website: www.aib4insurance.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA
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American Risk Assessment
aka Niche Market Solutions
Contact: Michael Carroll
Tel: (540) 335-6987
email: mcarroll19@verizon.net
Product/services: Guar Issue/SI life up to 400,000-30 year Term issued to age 65, Guar Issue Accident Disability; 14 day elim/1 year BP/2000 benefit a month/same monthly rate ages 18-70, Guar Issue GAP Health deductible Reimbursement, Whole Life issued ages 0-95, Cybercrime protection for Individuals/Groups for computers & cell phones, Life insurance issued up to $50,000,000 on Foreign Nationals
Serving: Nationwide/International
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Ancillary Markets Toste & Associates
Contact: Phil Toste, Gary Smith
738 N. First St., Suite 101
San Jose, CA 95112
(408) 277-0226 (800) 868-6783
Fax: (408) 277-0237
email: phil@ancillarymarkets.com
Website: www.ancillarymarkets.com
Products: Health (ind., Medicare supplement); Dental (group, ind.), Life (group)
Serving: N. CA
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The Annuity Store
Contact: Jim Green
1451 River Park Drive, Suite 130
Sacramento, CA 95815
(916) 924-9601 (800) 825-6094 FAX: (916) 924-0670
email: jim.g@theannuitystore.com
Website: www.theannuitystore.com
Products: Annuities (traditional fixed & fixed-indexed); Life (single premium, indexed, term, whole life); Multi-Year Guarantees, SPIAs
Serving: Nationwide
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Applied General Agency
Contact: Natalie Birchard
92807 1040 N. Tustin Ave.
Anaheim, CA 92807
(714) 630-2801 (800) 498-6880
Fax: (800) 630-6344
Fax: (714) 630-1085
email: nbirchard@appliedga.com
Website: www.appliedga.com
Products: Annuities; Critical Illness; Final Expense; Health (ind.); Life; Medicare Advantage; Medicare Supplement
Serving: Nationwide
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Assets Unlimited Inc.
Contact: Bill Metzger
1901 S. Bascom Ave., Ste. 1005
Campbell, CA 95008
(408) 879-3850 Fax: (408) 879-3855
email: wmetzger@hr-consult.com
Website: www.hr-consult.com
Products: AD&D; Cafeteria Plans; Chiropractic Benefit; COBRA Compliance; Critical Illness; Dental (ind., group); Disability (ind., group); Health (group, HSA, ind., integrated plans, international major medical, Medicare bridge, short-term major medical, Medicare supplement, prescription drug card); Life (group term, living-payout-option, special risk, survivor, term, universal life, whole life); LTC, Pension (401[k], pension plans/profit sharing); Vision
Serving: West Coast
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Association of Chamber Members
Contact: Chris Anderson
231 E. Alessandro Blvd. #A359
Riverside, CA 92508
(951) 215-0420 Fax: (951) 780-2958
email: chris@ccsbinsurance.com
Products: Dental (group); Health (ind.)
Serving: CA
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Backnine Insurance and Financial Services, Inc.
Contact: Reid Tattersall
310 N. Westlake Blvd., #240
Westlake Village, CA 91362
(800) 790-1951
Fax: (805) 557-1503
Email: reid@back9ins.com
Website: www.back9ins.com
Products: Annuities, Disability; Life (term, universal, whole life, secondary, survivorship); LTC; Life with Living Benefits; Section 79
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Barry J. Fisher Insurance Marketing
Contact: Barry J. Fisher
7343 El Camino Real. Ste. 350
Atascadero, CA 93422
(818) 444-7730 (888) 279-3591
Fax: (818) 337-7133
email: barry.fisher@bordenhamman.com
Website: www.bjfim.com
Products: Traditional and Linked LTCi, Term, UL, WL, Long Term Disability, Critical Illness
Serving: Nationwide
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Bay River Insurance Services
Contact: F. Thomas Biglione, CLU ChFC
1501 El Camino Ave., Ste. 1
Sacramento, CA 95815 1922
The Alameda, Ste. 102
San Jose, CA 95126
895 E. Yorba Linda Blvd., Ste. 201
B Placentia, CA 92870
(866) 252-2977
Cell: (209) 601-2724
Fax: (888) 957-2977
email: tom@rvfis.com
Website: www.bayriverins.com
Products: Annuities (ind., group); Cancer; Critical Illness; Disability (individual); Life; LTCI; Pension (401[K]); 412(e)(3), AD&D, Life (term); Life (universal); Life (survivor); Life (guar issue); Life (living payout option); Life (policy exchange); Charitable Giving Programs; Single Premium Whole Life; Pension/Profit Sharing; Variable UL
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Berwick Insurance Group
Contact: Colleen Gimbel
4576 E. Camp Lowell
Tucson, AZ 85712
(888) 745-2320
email: info@berwickinsurance.com
website: www.berwickinsurance.com
Products: Primarily Medicare (Advantage Supplement PDP)
Serving: Nationwide
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Beere & Purves, Inc.
Contact: Jennifer Lisanti
1350 Treat Blvd., Ste. 470
Walnut Creek, CA 94597
(888) 722-3373 Fax: (925) 975-0661
email: jlisanti@beerepurves.com
Website: www.beerepurves.com
Products: Dental (group); Health (group); Life (group); Vision (group)
Serving: CA
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Belair Insurance Services Inc.
Division of Sikov Insurance Services Inc.
Contact: Barry A. Sikov
522 S. Sepulveda Blvd., Ste. 207
Los Angeles, CA 90049-3539
(310) 476-9720 Fax: (310) 476-9731
email: insurer9@aol.com
Website: www.belairinsuranceservices.com
Products: Acupuncture, Cafeteria Plans; Chiropractic; COBRA Compliance; Dental (ind., group); Disability (ind., group); Health (ind., HSA, group, international major medical, PDP’s, Medicare supplement, Medicare Advantage, short-term major medical); Life (group term, survivor, term, universal life, indexed universal life); LTCi; Vision, Workers’ Comp
Serving: AR, AZ, CA, CO, FL, HI, MS, MO, NJ, NM, NV, NY, OH, OR, TX, UT, WA
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BenefitMall (NorCal)
Contact: John Bobincheck
2300 Clayton Road, Suite 1540
Concord, CA, 94520
(925) 969-3200
(800) 354-6926
(877) 230-8160
email: John.Bobincheck@benefitmall.com
Website: www.benefitmall.com
Products: Benefits Administration; COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide
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BenefitMall (Central CA)
Contact: Casey Allen
6200 Canoga Avenue, Suite 300
Woodland Hills, CA 91367
(818) 348-1200
(800) 877-0101
Fax: (818) 226-6599
email: Casey.Allen@benefitmall.com
Website: www.benefitmall.com
Products: Benefits Administration; COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide
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BenefitMall (SoCal)
Contact: Jeff Miller
500 North State College Blvd., Ste. 700
Orange, CA 92868
(714) 940-1151
Fax: (714) 940-1198
(800) 446-4999
email: Jeff.Miller@benefitmall.com
Website: www.benefitmall.com
Products: Benefits Administration; COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide
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Ben-E-Lect
Contact: Marketing Department
5429 Avenida de Los Robles, Ste. A
Visalia, CA 93291
(559) 733-1240
Fax: (559) 635-6527
Website: www.benelect.com
Products: Benefits Administration; Cafeteria Plans; Debit Card; Dental (group); EOB Concierge; Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); HR; Life (group); Payroll; Vision; Web Portal;
Serving: AZ, CA, CO, KS, NV, WA
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Benefits Store Inc.
Contact: Roger Smith or Jake Schroeder
(800) 446-2663
Fax: (844) 602-1888
Email; Info@BenefitsStore.com
Website: www.BenefitsStore.com
Products/Services: Group Association Health (Medical/Dental/Vision) for Individuals. Brokerage/Producer Sales Opportunities.
TPA Services for Small Group Cafeteria Plans.
Serving: California and Nationwide
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Berbower Ins. Agency & Brokerage
Contact: Mark Berbower
1330 W. Robinhood Dr, Ste. A4
Stockton, CA 95207
Mailing Address :PO Box 7688
Stockton, CA 95267
(209) 405-1088
Fax: (866) 489-0046
email:Mark@Berbowerinsurance.com
Website:www.Berbowerinsurance.com
Products: Annuities (group, ind.); Dental (group, ind.); DI (disability income); Health (group, ind.); Life (single premium whole life, term, universal life, whole life); LTC, Medicare Supplement
Serving: CA
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Berwick Insurance Group
Contact: Colleen Gimbel
4576 E. Camp Lowell
Tucson, AZ 85712
(888) 745-2320
email: info@berwickinsurance.com
website: www.berwickinsurance.com
Products: Medicare Advantage, Medicare Supplement, PDP
Serving: Nationwide
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BEST Life and Health Insurance Company
Contact: Fabian Carrillo, Senior Vice President, U.S. Sales
17701 Mitchell North
Irvine, CA 92614-6028
800-237-8543 Ext/ 169
949-222-2169
email: fcarrillo@bestlife.com
Website: www.bestlife.com
Products: Group Dental, Vision, Life and STD; Individual and SHOP, State Exchanges
Min. Case Size: 2
Serving: 39 States
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BEST Re
Contact: Marty Byrnes
17701 Mitchell North
Irvine, CA 92614-6028
(877) 868-5775
Fax: (208) 893-5040
Website: www.bestre.net
Products: dental, vision, life, STD and Stop loss
Serving: Nationwide
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BGA Insurance
Contact: Danielle Geissler
3300 Irvine Ave., #320
Newport Beach, CA 92660
(949) 955-0255
Fax: (949) 955-9215
email: info@BGAInsurance.com
email: DanielleG@BGAInsurance.com
Website: www.BGAInsurance.com
Products: Annuities (ind., Group); Life (Charitable Giving Programs, Group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, variable life, whole life); LTC
Serving: Nationwide
——————
Bill Proctor & Associates Insurance Inc.
Contact: Bill Proctor
42800 Bob Hope Dr., Ste. #209B
Rancho Mirage, CA 92270
(760) 568-5348
(855) 568-5348
Cell: (760) 851-4552
Fax: (760) 568-3309
email: bill@proctor-insurance.com
Website: www.proctor-insurance.com
Products: AD&D; Annuities (ind., group contract); Cafeteria Plans; Cancer; Chiropractic; COBRA Compliance; Critical Illness; Dental (ind., group); Disability (ind., group); Financial Planning; Health (ind., integrated plans, international major medical, HSA, Medicare bridge, Medicare supplement, short-term major medical); Life (group term, guaranteed issue, living payout option, single premium whole life, survivor, term, universal life, whole life); LTC; Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card; Vision; Workers’ Comp; Worksite Marketing
Serving: CA
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Brokers Marketing Service Inc.
Since 1970
Contact: Earle Robinson
3234 Corinna Drive
Rancho Palos Verdes, CA 90275
(800) 870-8702
(310) 793-8808
Fax: (310) 793-8816
email: info@bmsmarket.com
website: www.bmsmarket.com
Products: Long Term Care, Life, Disability, Annuities, Final Expense, Pension (401[k]), Special programs and Training in LTC, private banks
Serving: Nationwide
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Brown & Associates
Contact: Michael B. Brown, FLMI, LUTCF
24012 La Chiquita Dr.
Mission Viejo, CA 92691
(949) 770-7679
email: MB2email@cox.net
Products: Group and Individual Medical, Dental, Vision, Life and Disability
Serving: Nationwide & International
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Bryson Financial
Contact: Trent Bryson
3777 Long Beach Blvd., 5th Floor
Long Beach, CA 90807
(562) 435-4267
Fax: (562) 435-5639
email: trent@brysonfinancial.com
Website: www.brysonfinancial.com
Products: AD& D; Dental (ind., group); Disability (ind.); Employee Benefits, Financial Planning, Health (Group. ind., international major medical, HSA, Medicare supplement, short-term major medical); Life (charitable-giving programs, group term, living payout option, single premium whole life, special risk, survivor, term, universal life, variable, whole life); LTC; Pension (pension plans/profit sharing, 401[k]); Vision
Serving: Nationwide
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BSI Insurance Services, Inc.
Contact: Jim Cerf
Post Office Box 2722
Petaluma, California 94953
(707) 778-8581
(800) 972-1474
E-Fax: (844) 330-5973
email: bsi4ltc@pacbell.net
Products: Annuities; Life Insurance (term, universal life); Long Term Care Insurance traditional and linked
Serving: Nationwide
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California Guardian Brokerage
Offices throughout California
333 North Indian Hill Blvd.
Claremont, CA 91711
(800) 775-1970
For proposal requests, sales tools and brochures
email: ani_manukyan@pacificadvisors.com
Products: Disability (Individual, Business and Guaranteed Standard Issue); Life: Term, Universal, Multi-Life and Whole Life
Serving: CA
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California Long Term Care Insurance Services, Inc.
Contact: Louis Brownstone, James Grauel
1601 Bayshore Hwy., Ste. 360
Burlingame, CA 94010
(650) 692-5202
(800) 303-1527
email: louis@cltcinsurance.com
email: jim@cltcinsurance.com
Website: www.californialongtermcare.com
Products: LTC, Linked-LTC, Critical Illness
Serving: Nationwide
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The Camden Insurance Agency
(an Affiliate of Vision Plan of America)
Contact: Phil Needleman
3255 Wilshire Blvd., Ste. 1610
Los Angeles, CA 99010
(800) 400-4VPA
Cell: (760) 812-0491
Fax: (213) 384-0084
email: phil@thecamden.com
Website: www.visionplanofamerica.com
Products: Vision (ind., group, Employee paid and voluntary HMO, PPO); Dental (ind., group, HMO, EPO, PPO), Acupuncture/Chiropractic, Administrative Services, Bundle Billing Available for All Ancillary Products
Serving: Nationwide
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Capitas LTC
Contact: Rich Kupetsky, CLTC President
200 Coon Rapids Ste. 300
Minneapolis, MN 55343
(619) 203-5833
Email: rich.kupetsky@capitasfinancial.com
Website: www.capitasltc.com
Products: LTC
Serving: Nationwide
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Carmichael Associates
Contact: Stan Carmichael
2535 Townsgate Rd., Ste. 213
Thousand Oaks, CA 91361
(805) 379-9374
Fax: (805) 379-1585
email: mail@carmicassoc.com
Website: www.carmichaelassociates.com
Products: Annuities (ind. Variable); Health (group, ind., integrated plans, Medicare bridge, Medicare supplement, self-funded); Life (secondary market for life insurance), LTC, DI
Serving: Nationwide
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Cassani & Associates Insurance Services Inc.
Contact: Louis J. Cassani, Joe Cassani
1391 Redondo Ave.
Long Beach, CA 90804
(562) 597-1919
(800) 388-5429
Fax: (562) 597-3292
email: joe@cassaniinsurance.com
Website: www.cassaniinsurance.com
Products: Annuities, Disability, Life (UL, IUL, term, whole, Special Risk Underwriting), LTC
Serving: Nationwide
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Cavalier Associates
Contact: Justin Smith
2801 Townsgate Rd., Ste. 350
Westlake Village, CA 91361
(800) 350-2019
Fax: (805) 371-4899
email: justin@cavalierassociates.com
Website: www.cavalierassociates.com
Products: Annuities (ind.,variable); Disability; Life (term, universal life, survivor, whole life)
Serving: CA
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C.C.S.B Insurance Administrators
Contact: Chris Anderson
231 E. Alessandro Blvd., # A359
Riverside, CA 92508
(951) 215-0420
Fax: (951) 780-2958
email: chris@ccsbinsurance.com
Products: Dental (group); Health (ind., group); Billing Services
Serving: CA
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Cenco Insurance
Marketing Corporation
Contact: John Pittman
1501 El Camino Ave., Ste. 1
Sacramento, CA 95815
(916) 920-5251
Fax: (916) 920-8734
email: john@cencoinsurance.com
Website: www.cencoinsurance.com
Products: Annuities (ind.); Disability (ind.); Life (indexed life, survivor, term, universal life, whole life); LTC
Serving: Northern & Central CA
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Chimienti & Associates Insurance Services
Contact: Toney Chimienti, President
3400 w. Mineral King, Suite B
Visalia, CA 93291
(877) 733-1670
Fax: (559) 733-8058
e-mail: info@chimienti.com
Web: www.chimienti.com
Products: Medical GAP Plans, Premium Saver, solution Plus Advantage program, Guarantee Issue, Voluntary Short & Long Term Disability, Critical Illness, Accident, dental, vision, term, UL w/Long-term Care rider, Whole Life
Services: Internet based Employee Benefits Enrollment with Billing & Eligibility Management Technology, includes Self-Serve with Chat session and Call Center enrollment, ACA Compliance-Assistance Packages, COBRA-HSA-HRA-Sec. 125 Administration
Serving: 40 States
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Claremont Insurance Services
Contact: Michael Traynor
2999 Oak Rd., Ste. 810
Walnut Creek, CA 94597
Phone: (800) 696-4543
Direct: (925) 296-8800
Fax: (925) 588-2425
email: michael@claremontcompanies.com
Website: www.claremontcompanies.com
Products: Health (group), Dental (group), Life (term, universal, whole life), Vision (group), COBRA
Serving: CA
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Clock Insurance and Financial Solutions
Contact: Marvin Cohen
21 West Laurel Dr., #71
Salinas, CA 93906
(831) 442-5511
Fax: (831) 442-5611
email: marvin@yourlifeandhealth.com
Website: www.yourlifeandhealth.com
Products: Cafeteria Plans, Cancer, Dental (ind., group); Disability (ind., group); Health (ind., group); Life (group term, living payout option, term, universal life, whole life); LTC, Vision, Worksite Marketing Serving: Central Coast CA, Monterey, Santa Cruz, San Benito, Santa Clara & San Luis Obispo Counties
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CNMA Multi-Insurance Agency
895 E. Yorba Linda Blvd., Ste. 201-1
Placentia, CA 92870
(714) 552-3993
Fax: (714) 978-0518
Contact: Radi Miranda, LUTCF
email: cnmainsurance@aol.com
Website: www.cnmainsurance.com
Products: Critical Illness, Guaranteed Issue Life, Disability (Group, Individual), International Major Medical, Travel Insurance
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CMG Insurance Services
Contact: Cheri Murphy-Geary
2933 Gold Pan Court, Ste. E
Rancho Cordova, CA 95670
(916) 858-1600
Fax: (916) 858-1607
email: cmgins@aol.com
Products: Cafeteria Plans; Chiropractic; Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, Medicare Part D, Medicare supplement, payroll, prescription drug card, self-funded, short-term major medical); Life (group term, term, universal life, whole life); Medicare Part D; Payroll; Vision; Worksite Marketing
Serving: Sacramento & Bay Area, N. CA
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Coastal Financial Partners Group
Contact: Jerry Vanderzanden, CLU, ChFC
9665 Wilshire Blvd., Ste 430
Beverly Hills, CA 90212
310-788-3805 ext 101
Fax: 310-788-3997
Email: jerry@coastalfpg.com
Website: www.coastalfinancialpartnersgroup.com
Products: Annuities (ind., group contacts, variable); Cafeteria Plans; Critical Illness; Dental (group); Disability (ind. group); Financial Planning; Health (group); 401(k); Life (group term, guaranteed issue, policy exchange, special risk, survivor, term, universal, variable, whole); LTC; Prescription Drug Card; Pension/Profit Sharing; Vision; Worksite Marketing
Service Area: offices in CA with Service Nationwide.
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CPS Insurance Services
Contact: Raymond McMannis – EVP Business Development
4400 MacArthur Blvd. 8th Floor
Newport Beach, CA 92660
(949) 863-0700
(800) 326-LIFE
Fax: (949) 225-7199
email: rmcmannis@cpsinsurance.com
Website: www.cpsinsurance.com
Products: Life, Annuities, LTC, Disability
Serving: Nationwide
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CPS Sacramento/Long Insurance Services
Contact: David Long
1610 Arden Way, Ste. 135
Sacramento, CA 95815
(916) 481-6290
(800) 922-6290
Fax: (916) 481-6365
email: marketing@cpssac.com
Website: www.cpssac.com
Products: Annuities (ind., variable); Critical Illness, Disability (ind.); Health (ind.); Life (charitable-giving programs, group term, single premium whole life, special risk, survivor, term, universal life, variable life, whole life); LTC, Pension (pension plans/profit sharing)
Serving: Nationwide
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CPS/Integrated Marketing & Insurance Services
Contact: Parks LaMarche
8447 Miramar Mall, Ste. A
San Diego, CA 92121
(858) 535-9444
(800) 776-4647
Fax: (858) 535-0560
email: parks@cpsimis.com
Website: www.cpsimis.com
Products: Annuities (ind.); Life (guaranteed issue, policy exchange, single premium whole life, special risk, term, universal life, whole life); LTC
Serving: San Diego & Nationwide
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CPS-Ron Viola Insurance Services
Contact: Ron Viola
950 Los Osos Valley Rd., Ste. C
Los Osos, CA 93402
(805) 597-3608
(800) 640-7770 ext. 608
Fax: (805) 597-3609
email: ron@ronviola.com
Website: www.ronviola.com
Products: Annuities (ind.); Critical Illness; Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, index universal life, whole life, secondary market for life insurance)
Serving: Nationwide
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Cypress Ancillary Benefits
Contact: Sales
7510 Shoreline Dr., Ste. A-1
Stockton, CA 95219
(800) 350-3989
Fax: (209) 478-5614
email: sales@cypressadmin.com
Website: www.cypressadmin.com
Products: Dental (group, ind.); Vision; Life (Group); Disability (Group); Medical Gap, Chiropractic, Acupuncture (group)
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David W. White Associates
Contact: Donald L. Thomas
3150 Crow Canyon Place, Ste. 200
San Ramon, CA 94583
(925) 277-2660
Fax: (925) 277-2601
email: dthomas@dwassociates.com
Website: www.dwassociates.com
Products: Dental (ind., group); Disability (ind., group); Health (ind., group); LTC
Serving: San Francisco Bay Area
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Dealey Renton and Associates
Contact: W. Ron Barnett, Kym Hopwood
P.O. Box 12675, Oakland, CA 94604
(510) 465-3090
Fax: (510) 452-2193
email: rbarnett@insdra.com
email: khopwood@insdra.com
Website: www.dealeyrenton.com
Products: Cafeteria Plans; Chiropractic; Dental (group); Disability (ind., group); Health (ind., group); Life (group term, term, universal life); LTC; Pension (pension plans/profit sharing, 401[k]); Vision
Serving: CA
––––––––––
Designs in Life
Contact: Shawn Jeanes
5865 Traffic Way
Atascadero, CA 93422
(805) 462-7388
(800) 990-9993
Fax: (805) 462-0410
Email: shawn@designsinlife.com
Email: shannon@designsinlife.com
Website: www.designsinlife.com
Serving: Nationwide
––––––––––
DI Broker West
Southern CA
Contact: Paul Sitar
5318 E. 2nd St., Ste. 686
Long Beach, CA 90803
Northern CA
Contact: Iain MacDonald
3478 Buskirk Ave., Ste. 1000
Pleasant Hill, CA 94523
(877) 636-2112
Fax: (866) 434-2757
email: paul.sitar@dibrokerwest.com
email: iain.macdonald@dibrokerwest.com
Website: www.dibrokerwest.com
Products: Critical Illness; Disability (ind.)
Serving: Nationwide
––––––––––
DI & LTC Insurance Services
Contact: Jack B. Schmitz
4302 Redwood Hwy, Suite 400
San Rafael, CA 94903
(415) 472-4800
(800) 924-2294
Fax: (415) 472-7637
email: jack@di-ltc.com
Website: www.di-ltc.com
Products: Critical Illness; Disability (ind., group); LTC; Worksite Marketing
Serving: Northern CA and Nationwide
––––––––––
Dickerson Employee Benefits Insurance Services
Authorized General Agent Benefits Consulting, Property & Casualty
Contact: Kristine Petrosyan, VP Sales
1918 Riverside Dr.
Los Angeles, CA 90039
(800) 457-6116
Fax: (323) 805-2937
email: sales@dickerson-group.com
website: www.dickerson-group.com
Products: Acupuncture; Benefit Administration; Cafeteria Plans/Sec. 125; Cancer; Chiropractic; Consult a Doctor; Dental (ind., group); Disability (group); Electronic Enrollment; Health (ind., group – small, mid & large, integrated plans, Medicare supplement, short-term major medical); HRIS; Life (group-term, term); LTD; STD; Payroll; PEO; Vision (ind., group); Workers’ Comp.; Voluntary Benefits; Alternative Funding; Worksite, Wellness and other business services.
Serving: California – All
Products; Nationwide – P&C, Risk Management (Except HI, ME)
Serving: Nationwide (Except HI, ME)
––––––––––
Direct Benefits Inc.
Contact: Tom Mayer
325 Cedar Street, Ste. 800
St. Paul, MN 55101
(651) 649-3503 (800) 620-5010
Cell: (612) 708-8448 Fax: (651) 649-3502
email: tom@directbenefits.com
Website: www.directbenefits.com
Products: Dental, Disability, Life and Vision
Serving: Nationwide
––––––––––
Disability Insurance Services Inc.
Contact: Daniel C. Steenerson
4444 Zion Avenue
San Diego, CA 92120-2349
(619) 284-8444 ext 8436
(800) 898-9641
Fax: (619) 325-8444
email: quotes@diservices.com
Website: www.DIServices.com
Products: Disability (ind.)
Serving: Nationwide
––––––––––
Disability Insurance Resource Center
Contact: Larry Schneider
P.O. Box 21243 Albuquerque, NM 87154
(505) 299-5566 (800) 551-6211
Cell: (703)615-4747 Fax: (505) 299-7788
email: info@di-resource-center.com
Website: www.di-resource-center.com
Products: Disability (group, ind.); Denied Claims; Expert Witness Consultant (hard-to-place, declined)
Serving: Nationwide
––––––––––
Dunhill Marketing & Insurance Services Inc.
2341 5th Ave. San Diego, CA 92101
(619) 578-7800 (800) 659-1349
Fax: (619) 578-7819
email: info@dunhillinsurance.com
Website: www.dunhillinsurance.com
Products: Advanced Markets; Annuities (F.I.A. and multi-year guarantee); Disability (medical director on staff); Estate Planning; 401(k); Life (charitable giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, life settlements); LTC; Pension Plans
Serving: Nationwide
––––––––––
Easy Insurance Marketing Inc.
Contact: Connie Zarkowski/ Greg Halloran
4333 Park Terrace Dr. #120 Westlake Village, CA 91361
(805) 379-0590 ext. 4 Fax: (805) 379-1292
email: easy@west.net
Website: www.easyinsurance.net
Products: Compliance; Dental (ind., group); Disability (ind., group); Health (ind., group, international major medical, Medicare supplements, self-funded, short-term major medical); Prescription Drug Card, Vision
Serving: CA
––––––––––
Edwards-Glick Insurance Marketing
Contact: Edward Glick
23530 Lull St.
West Hills, CA 91304
(818) 999-3533
Fax: (818) 888-3033
email: edglick@eginsurance.net
Website: www.eginsurance.net
Products: Life Insurance, Health Insurance, Long Term Care
Serving: CA
––––––––––
Emerson Reid
5200 N. Palm Ave., Ste. 114
Fresno, CA 93704
(800) 780-0815 (559) 666-2001
Fax: (866) 972-7492
Website: www.emersonreid.com
Products: Medical; Dental; Vision; Life; Worksite; Workers Compensation; disability; LTC.
Serving: CA, NY, PA, NJ
––––––––––
Epic Insurance Brothers
Contact: John Connell
1390 Willow Pass Road., Ste. 800
Concord, CA 94520
(925) 822-9127
(800) 234-6363
Fax: (925) 521-8538
email: john.connell@epicbrothers.com
Website: www.epicbrothers.com
Products: Medical, PPACA and health and welfare compliance consulting, Health and Welfare Brokerage and Consulting, Critical Illness, Dental (group); Health (HSA, integrated plans, medical & 24 hrs., Medicare bridge, Medicare supplement, prescription drug card, self-funded admin., short-term major medical); Life (term, policy exchange, survivor, special risk, universal life, whole life, living payout option); LTC, Pension (401[k], pension plans/profit sharing); Vision
Serving: West Coast and National Accounts
––––––––––
E Pro Insurance Agency, LLC
Personalized Retirement Options
Contact: Erica L. Salda. CSA, CAS
463 Los Feliz Dr. Santa Barbara, CA 93110
(805) 679-3776 FAX: (805) 967-6254
email: erica@EPROinsuranceagency.com
website: www.eproinsuranceagency.com
Products: Annuities (group, individual); Disability; Health (group, individual, medicare bridge, medicare supplement, short term major medical); Life (charitable giving programs, group term, individual term, guaranteed issue, premium finance ind., secondary market for life, second to die, single premium whole life, universal, whole life); Long Term Care; Prescription Drug Card
Serving: Nationwide
––––––––––
Equote
Contact: Richard Wira
2731 Shelter Island Dr., Ste. A
San Diego, CA 92106
(619) 222-7212 (800) 354-1666
Fax: (619) 221-8545
email: staff@equote.com
Website: www.equote.com
Products: : AD&D; Annuities (group, ind.); Critical Illness; Disability (group, ind.); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, secondary market for life, single premium whole life, special risk, survivor, term, universal life, whole life); Pension (401[k]); LTC
Serving: Nationwide
––––––––––
Fairlane Financial Corp.
Contact: Marketing
1200 S. Pine Island Rd., Ste. 100
Ft. Lauderdale, FL 33324
(800) 327-1460 Fax: (954) 476-0051
email: info@888fairlane.com
Website: www.888fairlane.com
Products: Annuities (ind.)
Serving: Nationwide
––––––––––
Financial Grade Senior Consultants
Contact: Pete Blasi
225 Broadway #1510
San Diego, CA 92101
(619) 595-0937 Fax: (866) 436-4713
email: info@financialgrade.com
Website: www.financialgrade.com
Products: Health (Medicare Supplement); Life (Guaranteed Issue) LTC; Medicare Advantage; Prescription Drug Plans;
Serving: Nationwide
——————
Financial Professionals Group
Contact: William T. Wright
26501 Rancho Parkway South # 102
Lake Forest, CA 92630
949-455-0119 877-455-0119
Fax: (949) 455-0113
Email: wwright@fpgonline.com
website: www.fpgonline.com
Products; Life (special risk, survivor, term, universal life, variable life, whole life); Long Term Care
Serving: Nationwide
––––––––––
First Eagle Insurance Services
Contact: Vic Vartanian
333 S. Central Ave., Ste. 101
Glendale, CA 91204
(818) 500-1771 (800) 447-4999
Fax: (818) 500-1855
email: vic@hiplans.com
Website: www.hiplans.com
Products: Dental (ind, group); Health (group, ind., int. major medical, MSAs, medicare bridge, medicare supplement, short term major med.) Vision
Serving: Nationwide
––––––––––
First Resource Insurance Services, Inc.
Contact: Susan J. Edwards, CLU, ChFC
555 Saturn Blvd., Ste. PMB 512
San Diego, CA 92154
(858) 320-9941 Cell: (619) 392-3315
Fax: (858) 320-9945
email: sue@firstresourceins.com
Products: Annuities (ind.); Disability (ind.); Life (ind., estate/trust, executive, 1035 policy exchange, universal, term, whole life); LTC (Traditional and linked benefits)
––––––––––
Flemings Insurance Services
Contact: Hal L. Flemings
3198 Willow Tree Lane Escondido, CA 92027
(760) 690-2167 (800) 310-8228
Fax: (760) 690-2173
email: halflemings1@juno.com
Website: www.flemingsinsurance.com
Products: AD&D; Annuities (ind., group); Cafeteria Plans; Cancer; Chiropractic; Critical Illness; Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, integrated plans, international major medical, Medicare bridge, Medicare supplement, self-funded, short-term major medical); Life (group term, guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal); LTC; Pension (pension plan/profit sharing, 401[k]); Vision; Workers’ Comp; Worksite Marketing
Serving: S. CA , OK, KS, MI, TX
––––––––––
Flextoday, Inc.
Contact: Kathleen Hopper
191 W Shaw Ave., Ste. 101
Fresno, CA 93704
(559) 432-6800
(800) 995-5373
Fax: (559) 432-6220
email: Kathleen@FlexToday.com
Website: www.FlexToday.com
Products: Cafeteria (FSA/Flex) Plans; Health Reimbursement Arrangements (HRA); HSAs; Commuter Choice Benefits; Custom Welfare and Wellness Programs; COBRA Compliance Administration; Retiree Billing and Direct Premium Billing; Note: FlexToday does not sell products
Serving: Nationwide
––––––––––
Foulds & Feldmann Health Insurance Agency
Contact: Maureen Feldmann, Randy Foulds
78370 Highway 111, Ste. 100
La Quinta, CA 92253
(760) 777-9400 Fax: (760) 346-4727
email: maureen@feldmanninsurance.com
email: randy@feldmanninsurance.com
Products: Advantage Plans; LTC; Medicare Supplements; Individual Health; Part D Prescription Plans
Serving: Riverside County
––––––––––
FSD Financial Services
Contact: Jeff Affronti
5530 Corbin Ave., Ste. 101
Tarzana, CA 91356
(818) 881-6970 (800) 373-9697
Fax: (818) 881-6973
email: jeff@fsdfinancial.com
Website: www.fsdfinancial.com
Products: Annuities (group, ind.); Life (term, universal, whole)
Serving: Most of the U.S.
––––––––––
GBS Insurance and Financial Services, Inc.
(dba: Flynn Associates Insurance Marketing Inc.)
Contact: George Cox/Area Vice President
21600 Oxnard St., Ste. 650
Woodland Hills, CA 91367-5069
(818) 854-3003 (800) 473-5966
Fax: (818) 737-9103
LTC Hdqtrs: (818) 854-3034
Fax: (818) 854-3100
email: gcox@flynnassociates.com
Website: www.flynnassociates.com
Products: Annuities (ind.); Critical Illness; Disability (ind.); Health (international major medical); Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, life settlements); LTC; Specialty Markets.
Serving: Nationwide
––––––––––
General Agency Insurance Development Services (GAIDS)
8901 W. Olympic Blvd. Beverly Hills, CA 90211
(310) 657-0100 (800) 695-4424
Fax: (310) 652-0305
email: insure@gaids.com
Website: www.gaids.com
Products: Cancer Insurance; Critical Illness; Health (Medicare Advantage, Medicare Part D RX, Medicare Supplement, international major medical, short-term major medical); Life (final expense, term); LTC
Serving: CA, AZ, NV & OR
––––––––––
GeoBlue
Contact: Cristina Picardi
PO BOX 635014
San Diego, CA 92163-5014
Direct: (619) 688-1160
Toll free direct: (855) 484-2583
Fax: (610) 293-3529
email: cpicardi@geo-blue.com
Website: www.geobluetravelinsurance.com
Products: Int’l Health, International Major Medical, Travel Medical (ind and group); Short and long term plan options available
Serving: International and nationwide
––––––––––
Gordon Gladstone Associates
Contact: Gordon Gladstone
18401 Burbank Blvd., Ste 228
Tarzana, CA 91356
(818) 342-9400
Fax: (818) 342-8488
email: ggladstone@earthlink.net
Products: Critical Illness; health (ind, group), disability (ind, group), LTC, Life (term, universal), LTC
Serving: CA
––––––––––
Group Benefits Inc.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 380-5812 (800) 242-1120
Fax: (213) 383-0126
email: gsilverstein@triadinsurancegroup.com
Website: www.triadinsurancegroup.com
Products: AD&D; Acupuncture; Annuities (ind., variable, group contract); Cafeteria Plans; Cancer; Chiropractic; Dental (ind., group); Disability (ind., group); Financial Planning; Health (group, integrated plans, Medicare bridge, HSA, ind., international major medical, Medicare supplement, Medicare bridge, short-term major medical, self-funded); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, variable); LTC; Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card; Vision; Workers’ Comp. (24 Hr. coverage); Worksite Marketing; California Choice Plan, Covered CA
Serving: Nationwide
––––––––––
Hartfield Financial & Insurance Services, Inc.
Contact: Thomas, J. Hartfield
2731 Erringer Road Ste. 90
Simi Valley, CA 93065
(805) 522-5815
email: Tom@hartfieldfinancial.com
Website: www.hartfieldfinancial.com
Products: Annuities (ind.; Group; Variable); 401(k); Pension Profit Sharing; Financial Planning; Term; Universal Life,; Variable Life; Whole Life.
Serving: California
––––––––––
HD Mooers and Co.
Contact: Jeff Mooers
3688 Mount Diablo Blvd.
Lafayette, CA 94549
(925) 283-7310 (800) 303-7310
Fax: (925) 283-4768
email: jeffm@hdmooers.com
Website: www.hdmooers.com
Products: Annuities (ind.); Life (special risk, term, survivor)
Serving: Nationwide
––––––––––
Healthcare Producers Inc.
Contact: John Enright
2907 Shelter Island Drive, Ste. 105
San Diego, CA 92106
(619) 342-7200 ext. 103
Fax: (619) 342-8030
email: john@healthcareproducers.com
Website: www.healthcareproducers.com
Products: Critical Illness; Health (group, ind.)
Serving: AZ, CA, NV
––––––––––
Healthinsurance.com Inc.
Contact: Avery Smith
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 737-9300 ext. 217
(310) 390-1000 ext. 217
(800) 644-3491 Fax: (310) 737-9304
email: as@Kelsey.com
Website: www.HealthInsurance.com
Products: Health (small business, ind.)
Serving: 47 States
––––––––––
Highland Capital Brokerage
Contact: Joe Presutti
801 N. Brand Blvd., Ste. 330
Glendale, CA 91203
(800) 326-8151
(213) 417-4500
Fax: (213) 389-3441
Email: jpresutti@highland.com
Website: www.highlandbrokerage.com
Products: Annuities (ind, group, variable, 401(k), pension/profit sharing), disability (ind), financial planning, life (charitable giving programs, living payout option, policy exchange, single premium whole life, survivor, term, universal, variable, whole life, life settlements), ltc.
Serving: CA
––––––––––
HRBC Insurance
Contact: Vanessa Vizard
7782 Limonite Ave
Riverside, CA 92509
(951) 360-6455 (877) 651-7526 TTY 711
Fax: (951) 360-6233
Website: www.hrbcinsurance.com
Products: AD&D; Cancer; Cafeteria Plans; Dental (ind., group); Disability (ind., group); Prescription Drug Card; Vision; Annuities (ind. Group); 401(k); Health (ind., group); Medicare Supplement; Short Tem Major Med.; Life (group term, guaranteed issue, term); Long Term Care
Serving: CA
––––––––––
HTH Worldwide
Contact: Cristina Picardi
PO BOX 635014
San Diego, CA 92163-5014
Direct: (619) 688-1160
(855) 484-2583
Fax: (610) 293-3529
email: cpicardi@geo-blue.com
Website: www.hthtravelinsurance.com
Products: Int’l Health, International Major Medical, Travel Medical (ind and group); Short and long term plan options available
Serving: International and nationwide
––––––––––
IBP Insurance Services
Contact: Peter Kuhn
175 Bernal Road Ste.100
San Jose, CA 95119
(408) 363-6004 Fax: (408) 363-6005
email: peter@ibpis.com
Website: www.ibpis.com
Products: Health (group, HSA); Dental (group); Life (group term); Disability (group); Pension (401[k]); Employee Communication; HRIS
Serving: Nationwide
––––––––––
Innovative Solutions Insurance Services LLC
Contact: Lisa DiBugnara
200 N. Sepulveda Blvd., #900
El Segundo, CA 90245
(310) 851-8222 ext. 5198
(800) 551-8289 Fax: (310) 851-8211
email: ldibugnara@isislife.com
Website: www.isislife.com
Products: Annuities; Disability; Life; LTC
Serving: Nationwide
––––––––––
Insurance Resources Group
Contact: Mehrdad Taghdiri
9744 Wilshire Blvd., Ste. 306
Beverly Hills, CA 90212
(310) 550-3300 (888) 224-4777
Fax: (310) 550-3390
email: sales@irginsurance.com
Website: www.irginsurance.com
Products: Specialize in substandard cases, over 60 carriers to choose; Annuities (fixed, index, variable); Disability; Life (index universal life, life settlement, term, universal life, whole life, variable life, single premium, second-to-die, simple issue, guarantee Issue); LTC; Premium Financing; Pension
Serving: Nationwide and International
––––––––––
Integrated Planning Solutions
Contact: Michael L. Sandfrey
Contact: Tammy Miledi
16654 Soledad Canyon Road, Ste. 294
Canyon Country, CA 91387
(661) 251-6992 (888) 371-1119
Fax: (661) 251-6914
email: msandfrey@ipsfinancial.com
email: tammy@ipsfinancial.com
Products: Disability (ind.)
Serving: AZ, CA, NV
––––––––––
ITG Worldwide Insurance Agency
Contact: Stacy Wheeler
Contact: Scott Maras
500 Professional Center Dr., Ste. 515
Novato, CA 94947
(877) 598-8646 Fax: (415) 373-0786
email: stacyw@itgworldwide.com
email: scottm@itgworldwide.com
Website: www.itgworldwide.com
Products: Travel Medical Insurance; Business Travel Plan; Disability and AD&D; Global Medical Plans; International Employee Benefits; Life; LTD; Property & Casualty; Special Risk and War Zone Coverage
Serving: Worldwide
––––––––––
Jack Van Rossum
Contact: Jack Van Rossum
23 Garden Park Dr. Chico, CA 95973
(530) 342-6915 Fax: (530) 342-6812
email: jrossum@sbcglobal.net
Products: Financial Planning
––––––––––
J.K. Insurance Marketing Inc.
Contact: Gary H. Johnson
1042 W. Hedding St., Ste. 241
P.O. Box 28100 San Jose, CA 95126
(408) 246-2701 (800) 221-7998
Fax: (408) 246-2733
email: ghjohnson@jkinsurance.com
Products: Annuities (ind.); Disability ( ind .); Life (survivor, term, universal life, whole life); LTC
Serving: Western US
––––––––––
JLS F.I.R.M. Inc.
Contact: Jeffrey Scheibner
28562 Oso Pkwy., D-526
Rancho Santa Margarita, CA 92688
(949) 481-4671
Fax: (949) 481-4674
email: jlsfirm@cox.net
Website: www.jlsfirm.com
Products: AD&D; Annuities (group, ind.,variable); Cafeteria Plans; Chiropractic Benefit; Dental (group, ind.); Disability (group, ind.); 401(k); Health (group, HSA, ind., Medicare bridge, Medicare supplement, self-funded administration, short-term major medical, international major medical); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, secondary market for life, single premium whole life, survivor, term, universal life, variable life, whole life); LTC; Pension plans/profit sharing; Prescription Drug Card; Vision; Workers’ Comp
Serving: S. CA
––––––––––
John Hancock Life Insurance
Contact: Fred Johnson
2401 E. Katella Ave., Ste. 650
Anaheim, CA 92806
(714) 938-9300 ext. 130
Fax: (714) 938-9312
email: fjohnson@jhnetwork.com
Website: www.Jhnetwork.com
Products: Life (survivor, term, universal, variable); LTC
Serving: CaA
––––––––––
Jones Associates Financial & Insurance Services Inc.
Contact: Douglas Jones
Contact: Melissa Shaw
26477 Rancho Parkway South
Lake Forest, CA 92630
(949) 699-1660 (800) 729-6344
Fax: (949) 699-1069 email: doug@jonesfinancial.com
email: melissa@jonesfinancial.com
Website: www.jonesfinancial.com
Products: Annuities (ind., variable, group contract); Disability (ind.); Financial Planning; Life (special risk, survivor, term, universal life, variable, whole life); LTC; Pension (pension plans/profit sharing, 401[k])
Serving: Nationwide
––––––––––
Knight & Associates
Contact: John H. Knight
10636 Scripps Summit Court, Ste. 112
San Diego, CA 92131
(858) 271-1511
email: jknight@sagepointadvisor.com
Products: Annuities(individual), Pension(Pension plans/Profit Sharing), Financial Planning
Serving: CA
––––––––––
Kouzmanoff Financial Insurance Services, Inc.
Disability Insurance Specialists
Contact: Gerald Kouzmanoff
2377 S. Crenshaw Blvd., Ste. 255
Torrance, CA 90501
(310) 792-7355 (800) 653-8003
Fax: (310) 792-7360
email: kfis@kouzfinancial.com
email: gkouzmanoff@kouzfinancial.com
Website: www.kouzfinancial.com
Products: Disability (ind. group).
Serving: Nationwide
––––––––––
Landmark Senior Resources Insurance Service, Inc.
Contact: Roy O. Brett 5339
Prospect Road, #419
San Jose, CA 95129
(408) 866-0408 Fax: (408) 866-7010
email: landmarkseniorresources@gmail.com
website: www.landmarkseniorresources.com
Products: Annuities, Life Insurance, Long Term Care Insurance
Serving: Nationwide
––––––––––
Larry A. Medeiros Financial & Insurance Services, Inc.
Contact: Stacie La 2280 Sunrise Blvd., Ste. 142
Rancho Cordova, CA 95742
(800) 748-5538 Fax: (916) 473-7151
email: lamfinancial1@gmail.com
email: stacie.la@comcast.net
website: www.lmfinancial.com
Products: Dental (ind.), Health (ind, Medicare supplement, short term major med), Life (term, universal, variable, whole life), LTC
Serving: Nationwide
––––––––––
LeClair Corporation
Contact: Richard Lett
6701 Upper Afton Rd.
St. Paul, MN 55125
(651) 739-2010
(877) 532-5247
Fax:(651) 739-3265
email: richard.lett@leclairgroup.com
Website: www.leclairgroup.com
Products: Annuities (ind.); Cancer, Critical Illness; Dental (ind., group); Disability (ind., group); Health (ind., group, HSAs, Medicare supplement, short-term major medical); Life (special risk, term, universal life, whole life); LTC
Serving: Nationwide
––––––––––
Legacy Insurance Services
Contact: Rick Andersen
17310 Wright St., Ste. 200
Omaha, NE 68130
(402) 493-3007 (800) 493-3007
Fax: (402) 493-3507
email: lis@legacyins.com
Website: www.legacyins.com
Products: Annuities (ind.); Life ( single premium whole life, survivor, term, universal life, whole life).
Serving: Nationwide
––––––––––
Leisure Werden & Terry Agency
Contact: Dave Donchey
200 S. Los Robles Ave., Ste. 200
Pasadena, CA 91101
(626) 304-1300 ext. 240
(800) 272-2212
Fax: (626) 304-1313
email: dave.donchey@lwtagency.com
Website: www.lwtagency.com
Products: Annuities (ind., group, variable); Pension (401[k]); Life (charitable, group term, guaranteed issue, policy exchange, survivor, term, universal, variable, life settlements); LTC
Serving: Nationwide
––––––––––
LGR Insurance Group Five Rings Financial
LTCi Planners/Specialists
Contact: Gay Rowan, CSA, CLTC
2647 Gateway Rd. #105-600
Carlsbad, CA 92009
(888) 995-8376 (760) 944-6380
Cell: (760) 420-1533
Fax: (760) 632-1533
email: gayrowan@lggroupltci.com
Website: www.lgrgroupltci.com
Products: LTC; Life; Annuities
Serving: CA
––––––––––
Life Insurance Settlements, Inc.
1500 West Cypress Creek Rd., Ste. 408
Fort Lauderdale, FL 33309
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
email: Oleg@lisettlements.com
Website: www.lisettlements.com
Products: Free Policy Appraisal; Free E&O Coverage; Marketing & Compliance Available; Secondary Market for Life Insurance; Nationwide Assistance Available 24/7
Serving: Nationwide
––––––––––
Lifepro Financial Services, Inc.
Contact: Ben Nevejans
11512 El Camino Real, Ste. 100
San Diego, CA 92130
(888) 543-3776
Fax: (858) 259-1742
email: info@lifepro.com
Website: www.lifepro.com
Products: Annuities (indexed, fixed, ind., group, variable); Life (group term, guaranteed issue, single premium whole life, special risk, survivor, term, universal life, variable, indexed UL, whole life); LTC
Serving: Nationwide
––––––––––
LISI, The Best In Broker Sales Solutions – San Mateo
Contact: Gary Myers, Desare’ Kallingal, Sandra Bealu, Shannon Carboni, Yuri Inda
1600 W. Hillsdale Blvd. San Mateo, CA 94402
866-570-LISI (5474) Fax: 800-336-4465
email: hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: Acupuncture; Chiropractic, COBRA Compliance; Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: N. CA/Bay Area, Monterey and Santa Cruz.
––––––––––
LISI, The Best In Broker Sales Solutions – Sacramento Contact: Panthia Smith, Ryan Esway
3100 Zinfandel Drive, Ste. 325
Rancho Cordova, CA 95670
866-570-LISI (5474) Fax: 844-547-4329
email: hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance; Acupuncture; Chiropractic, COBRA Compliance; Dental (group); Disability (ind., group); ERISA; Health (group); Life (term, group term, universal life, variable); Payroll; PEO; Dental; Vision, voluntary benefits; Sec. 125; International Major Medical; Voluntary benefits; Workers’ Comp.; Worksite Marketing
Serving: Sacramento/North Bay
––––––––––
LISI, The Best In Broker Sales Solutions – Fresno
Contact: Espy Turley, Peter Mehta, Jill White
30 River Park Place West, Ste. 100
Fresno, CA 93720
866-570-LISI (5474) Fax: 844-547-4329
email: Hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance; Acupuncture; Chiropractic, COBRA Compliance; Dental (group); Disability (ind., group); ERISA; Health (group); Life (term, group term, universal life, variable); Payroll; PEO; Dental; Vision, voluntary benefits; Sec. 125; International Major Medical; Voluntary benefits; Workers’ Comp.; Worksite Marketing
Serving: Fresno County and Bakersfield
––––––––––
LISI, The Best In Broker Sales Solutions – Los Angeles
Contact: Frank Estrada, Jason Herbison, LaMonte Howard, Brett Murray, Scott Skratulia
21700 Oxnard St., Ste. 440
Woodland Hills, CA 91367
866-570-LISI (5474) Fax: 844-547-4329
email: kdoyle@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance; Acupuncture; Chiropractic, COBRA Compliance; Dental (group); Disability (ind., group); ERISA; Health (group); Life (term, group term, universal life, variable); Payroll; PEO; Dental; Vision, voluntary benefits; Sec. 125; International Major Medical; Voluntary benefits; Workers’ Comp.; Worksite Marketing
Serving: Los Angeles, Ventura County, Santa Barbara and San Luis Obispo.
––––––––––
LISI, The Best In Broker Sales Solutions – Orange
Contact: Dan Galietto, Jeff Hoss, Laurie Wolbart, Michele Isaly, Eric Tapia
2677 N. Main St., Ste. 350
Santa Ana, CA 92705
866-570-LISI (5474) Fax: 844-547-4329
email: Kdoyle@lisibroker.com
Website: www.lisibroker.com
Products: ACA Compliance; Acupuncture; Chiropractic, COBRA Compliance; Dental (group); Disability (ind., group); ERISA; Health (group); Life (term, group term, universal life, variable); Payroll; PEO; Dental; Vision, voluntary benefits; Sec. 125; International Major Medical; Voluntary benefits; Workers’ Comp.; Worksite Marketing
Serving: Orange County & Inland Empire.
––––––––––
Lon E. Light & Associates
Contact: Lon E. Light
473 Helen Ave. LaFayette, CA 94549
(925) 284-2907 Fax: (925) 284-2907
email: lonelight@comcast.net
email: lonelight@hotmail.com
Products: Annuities; Financial Planning; Life (life settlements, single premium whole, special risk, survivor, term universal, whole)
Serving: CA
––––––––––
Mackeller & Associates
Contact: Jim Mackellar, CLU, CLFC
3625 Thousand Oaks Blvd., #275
Westlake Village, CA 91362
(805) 373-0617
Outside CA: (888) 387-8694
Fax: (805) 379-0727
Email: jim@mackellarassociates.com
Website: www.mackellarassociates.com
Products: annuities (ind., variable); Dental (group); Disability (ind.); Financial Planning; Health (short-term major medical); Life (living payout option, single premium whole life, survivor, term, universal life, variable, whole life) Serving: CA & NV
––––––––––
Madison Brokerage Corp.
Contact: Daniel P. Anderson
Contact: Rhonda Raven
65 Madison Ave., #200
P.O. Box 1940
Morristown, NJ 07962-1940
(973) 539-3232 (888) 539-3232
Fax: (973) 539-3737
email: rraven@madisonbrokerage.com
Website: www.madisonbrokerage.com
Products: Annuities ( ind. Variable); Financial Planning; Life (charitable giving programs, group term, guaranteed issue, policy exchange, secondary market for life, life settlements, single premium whole life, special risk, survivor, term, universal, variable, whole); LTC.
Serving: Nationwide
––––––––––
Maholo Insurance Agency, LLC
Contact: Douglas Shimada
PO Box 6584
Moraga, CA 94570
(925) 899-7880
Fax: (888) 391-0211
email: dougMshimada@gmail.com
Products: Dental, Vision plans for groups & IFP, group life & LTD, group medical supplement plans, international medical plans
Serving: AZ, CA, NV, TX, UT
––––––––––
M&O Marketing
4000 Town Center, 11th Flr.
Southfield, MI 48075
(800) 228-5964
Fax: (248) 784-1401
email: info@mandomarketing.com
Website: www.mandomarketing.com
Products/Services: Annuity, Life, LTC Sales & Marketing
Serving: Nationwide
––––––––––
Merchants Benefit Administration, Inc.
Contact: Laura Genzer
15974 N. 77th St., Ste. 102
Scottsdale, AZ 85260
(800) 800-6543 Fax: (480) 776-5050
email: lgenzer@mbaadmin.com
Website: www.mbaadmin.com
Products: Dental (ind.); Health (group); Life (guaranteed issue)
Serving: Nationwide
––––––––––
MHN, INC.
Contact: Jody Osterweil
2370 Kerner Blvd.
San Rafael, CA 94901
(415) 460-8081
Fax: (415) 257-1478
email: jody.x.osterweil@healthnet.com
Website: www.mhn.com
Products: EAP and Behavioral Health Coverage for Health Group and Health Integrated; Employee Assistance Programs; Managed Care; Mental Health; Training & Skill & Organizational Development; Wellness
Serving: Nationwide
––––––––––
MWG Broker Services
5712 I-55 N. Frontage Rd.
Jackson, MS 39211
(877) 759-5728
Fax: (601) 956-1702
email: brokerservices@morganwhite.com
Website: www.mwgbrokerservicesl.com
Website: www.dentalforeveryone.com
Products: Dental (group, ind.); Premium Saver Plan; Vision, Life, Disability
Serving: Nationwide
––––––––––
Myers-Stevens-Melllo, Inc.
4555 Mattos Dr.
Fremont, CA 94536
(510) 894-4330 (877) 741-4843
Fax: (510) 894-4147
email: info@insurancemsm.com
Website: www.insurancemsm.com
Products: AD&D, Cafeteria Plans; Chiropractic; Dental (group, ind.); Disability (ind., group); Health (ind., integrated plans, HSA, Medicare supplement, short-term major medical); Life (term); LTC; Pension [401(k)]; Vision
Serving: CA
––––––––––
National Insurance Marketing Corp.
Contact: Kenneth B. Brunetta
3600 American River Dr., Ste. 240
Sacramento, CA 95864
(800) 274-7845 (916) 974-7845
Fax: (916) 974-7613
email: ken@nimc.com
Website: www.nimc.com
Products: Annuities (Fixed Indexed, MYGA, Book Rate and Immediate annuities, ind.); Life (single premium whole life, special risk, survivor, term, universal life, whole life); Pension (pension plans/profit sharing)
Serving: Nationwide except NY
––––––––––
New Generation Insurance Marketing
Contact: Andy Weinstein
28073 Smyth Dr., Valencia, CA 91344
(888) 920-1770 Ext. 1231
Website: www.newgenlife.com
Products: Annuities (ind.); Critical Illness, Disability (ind.); Life (guaranteed issue, single premium whole life, special risk, survivor, term, UL Ind., whole life); LTC
Serving: Nationwide
––––––––––
NFP
Contact: John A. Hohman
3470 Mt. Diablo Blvd., Suite A100
Lafayette, CA 94549
(925) 297-6155 Fax: (925) 254-9652
email:nfpcainfo@nfp.com
Website: www.nfp.com/nfpca
Products: Annuities (ind.); Dental (ind., group); Disability (ind., group); Health (group, individual); Life (charitable-giving programs, group term, term, universal life, whole life, variable)
Serving: CA
––––––––––
Northstar Network Insurance Agency, Inc.
Contact: Katie O’ Rourke, James Grauel
1601 Bayshore Highway, Ste. 360
Burlingame, CA 94010
(800) 303-1527
(650) 692-5202
email: katie@cltcinsurance.com
email: jim@cltcinsurance.com
Website: www.nsninsurance.com
Products: LTC, Linked-LTC, Critical Illness
Serving: Nationwide
––––––––––
OC Life Insurance Agency Inc.
Contact: Dan Love
P.O. Box 3545 Mission Viejo, CA 92690
(949) 716-7051 (800) 564-3309
Fax: (949) 916-6475
email: dan@OCLifeinsurance.com
Website: www.OCLifeinsurance.com
Products: Life (special risk, term, universal, whole)
Serving: Nationwide
––––––––––
Overseas Travel Insurance Services
Contact: LeAnne Lary
(866) 684-7123 Fax: (805) 531-1161
email: info@otis123.com
email: leanne@otis123.com
Website: www.otis123.com
Website: www.overseastravelinsuranceservices.com
Products: Immigration Insurance; Insurance to obtain VISAS; International Major Medical; Missionary Insurance; Mission Trips Individual Holiday/Trip cancellation Insurance; Short Term Major Medical (immediate ID cards); Student Travel Insurance; Worldwide Travel Medical Insurance Groups/Associations
Service Area: Nationwide and International
––––––––––
Paradigm Insurance Marketing
Contact: Paul D. Kaplan
31255 Cedar Valley Dr. , Ste. 311
Westlake Village CA 91362
(818) 380-0034 (800) 822-7251
Fax: (818) 706-0203
email: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Disability; 419(e) single employer retirement benefit plans Long Term Care; Life (special risk, survivor, term, universal life);
––––––––––
Penn Mutual Life Insurance Co.
Contact: Ron Bertke, LUTCF 18375
Ventura Blvd.,#650
Tarzana, CA 91356
(818) 207-3930 Fax: (310) 861-1435
Email: bertke.ron@pennmutual.com
Products: Life, Annuities
––––––––––
Perry Financial Network
Contact: Jeff Perry
13405 Folsom Blvd., Ste. 400
Folsom, CA 95630
(877) 475-5244 Fax: (916) 293-0101
email: jeff@perryfinancial.net
Website: www.perryfn.com
Products: Annuities (ind., variable); Life (term, universal life, survivor, variable, whole life); LTC
Serving: Western U.S.
––––––––––
Peter Lyman Insurance Agency
Contact: Peter T. Lyman Founder and managing Principal
8 S. Voluntario St., Ste. A
Santa Barbara, CA 93103
(805) 845-2377
Email: peter@lymaninsurance.com
Website: www.lymaninsurance.com
Products: Voluntary and Ancillary Products, Workers’ Comp, Worksite Marketing, HR Resource
Services, Property & Casualty
––––––––––
Petersen International Underwriters
Contact: Jimmy Petersen
23929 Valencia Blvd., 2nd Floor
Valencia, CA 91355
(661) 254-0006 (800) 345-8816
Fax: (661) 254-0604
email: jimmy@piu.org
Website: www.piu.org
Products: AD&D; Disability; Excess Disability, Impaired Risk Disability; Health (international major medical); Life (special risk)
Serving: Nationwide & International
––––––––––
Peter Trummer Insurance
Contact: Peter Trummer
10075 W. River Street, #201
Truckee, CA 96160
(530) 587-8900 Fax: (530) 587-8883
email: ptinsurance@icloud.com
Website: www.ptinsurance.net
Products: AD&D; Annuities (group, ind., variable); Cafeteria Plans; Cancer Insurance; Chiropractic Benefit; COBRA Compliance; Critical Illness; Dental (group, ind.); Disability (group, ind.); Health (group, health HSA, ind., integrated plans, self-funded administration, short-term major medical, international major medical); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, secondary market for life, single premium whole life, special risk, survivor, term, universal life, variable life, whole life); LTC, Pension (401[k], Pension plans/profit sharing); Prescription Drug Card, Vision
Serving: Nationwide
––––––––––
Pontrelli, Timour & Associates
Contact: Chris Pontrelli Jr., Raphy Timour
1039 Hope St. Pasadena, CA 91030
(626) 795-4138 ext. 250 Chris
Fax: (626) 795-6496
email: cpontrelli@ptbenefits.com
Website: www.ptbenefits.com
Products: Group Employee Benefits
Serving: CA
––––––––––
Pram Insurance Services Inc.
Contact: David P. Wilson, CEO
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12 Cell (714) 904-7850
Fax: (714) 255-0977
email: dwilson@pram.com
Website: www.pram.com
Products: Limited Benefit and Indemnity Plans; MGU for Fully Insured Prescription Drug Card Plans for Traditional Employers, Associations; Voluntary Plans; Worksite; Services: National Registered Administrator “TPA” dedicated exclusively to providing Full Turnkey Pharmacy Administration; PBM Pharmacy Auditing for Employer Plans
Serving: Nationwide
––––––––––
PRB Insurance and Financial Services
Contact: Tom Munson
1990 S. Bundy Drive, Ste 410
Los Angeles, CA 90025-1448
(310) 909-1746 Fax: (424) 248-2461
email: info@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), Individual and Group Life and Disability Insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planning.
––––––––––
The Producers Group
36 Discovery, Suite 100
Irvine, CA 92618
(888) 553-6093 (949) 268-1777
Fax: (949) 362-3353
Website: www.thepg.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal, variable, whole life, premium finance); LTC ( ind.); Disability, DI
Serving: Nationwide
––––––––––
The Producers Group
Contact: Eric Freundt
9171 Towne Centre Drive, Suite 200
San Diego, CA 92122
(800) 441-0140
Fax: (858) 793-5388
Email: Eric.Freundt@thepg.com
Website: www.thepg.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal, variable, whole life); LTC (ind.); DI
——————-
R.B. Twogood Insurance Services
Contact: Tracy Navarro
5520 Wellesley St., Ste. 105
La Mesa, CA 91942
(619) 668-9199 (800) 266-9199
Fax: (619) 668-9260
email: tnavarro@twogoodinsurance.com
Products: Universal and term Life, fixed annuities
Serving: CA
––––––––––
R.H. Insurance Services
Contact: Robert Hernandez
411 S. Riverside Ave.
Rialto, CA 92376
(323)-582-4392 (909)877-2032
(800) 529-2690 Fax: (909) 874-7454
email: rhinsurance@rhaccounting4u.com
Website: www.rhaccounting4u.com
Products: Dental (group, ind.); Health (group, ind.,); Life (guaranteed issue, single premium whole life, term, universal life, whole life); Vision; Workers’ Comp
Serving: CA
––––––––––
Rogers Benefit Group
Contact: Dave Di Maria, Susan Diaz
130 N. Brand Blvd., Ste. 310
Glendale, CA 91203
(818) 502-3800 ext. 11
(800) 654-3050 Fax: (818) 502-2170
email: losangeles@rogersbenefit.com
Website: www.rogersbenefit.com
Products: Health (group); Dental (group); Serving: Los Angeles, Orange, Riverside, San Bernardino, Santa Barbara, San Luis Obispo and Ventura Counties
––––––––––
Rogers Benefit Group
Contact: Angie Purcell, Craig Gandy
6540 Lonetree Blvd., Ste. 100
Rocklin, CA 95765
(916) 960-0400 (866) 405-2790
Fax: (916) 960-0420
email: sacramento@rogersbenefit.com
Website: www.sacramento.rogersbenefit.com
Products: Heath (group)
Serving: Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, El Dorado, Fresno, Humboldt, Kern, Kings Lake, Marin, Mariposa, Mendocino, Napa, Placer, Plumas, Sacramento, San Joaquin, Shasta, Solano, Sonoma, Stanislaus, Sutter, Tehama, Tulare, Yolo, Yuba and Northern Nevada
––––––––––
Rogers Benefit Group
Bay Area Contact: Andrew Kerr, Cyndie Culbreth
6155 Almaden Expressway, Ste. 210
San Jose, CA 95120
email: akerr@rogersbenefit.com
email: sanjose@rogersbenefit.com
Website: www.rogersbenefit.com
(408) 268-9700 (877) 724-4671
Fax: (408) 997-7737
Products: Health (group); Dental (group); Disability (group); Life (group); Voluntary (group)
Serving: Alameda, Contra Costa, Marin, Monterey, Napa, San Benito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano, Sonoma Counties
––––––––––
Rogers Benefit Group
San Diego Contact: Melissa Medve
11555 Sorrento Valley Rd., Ste. 203
San Diego, CA 92121
(858) 452-1100
(800) 872-0459
Fax: (877) 508-7255
email: melissa@rbgsocal.com
Website: www.rbgsocal.com
Products: Group Health, Dental, Vision, Life, LTD
Serving: San Diego, Orange, Riverside, San Bernardino, Imperial Counties
––––––––––
RxReins
Contact: Crystal Williams
5855 E. Naples Plaza, Ste. 305
Long Beach, CA 90803
P.O. Box 2284
Palm Springs, CA 92263-2284
(888)- RxReins
Fax: (760) 262-3178
email: cwilliams@rxreins.com
Website: www.rxreins.com
Products: Prescription Drug Card; Stop Loss Insurance
Serving: Nationwide
––––––––––
Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
email: pstraub@aol.com
Website: www.savegainstax.com
Products: Health and Life Insurance; Covered CA, Medicare Products, Annuities; Investment Advice, Charitable Remainder Trust; Sep-IRA, Simple IRA, Roth IRA, Deferred Sales Trusts, Life Settlements, Pensions, LTC, California Partnership
Serving: Nationwide
––––––––––
Senior Market Sales, Inc.
Contact: Dan Trumblee
8420 W. Dodge Rd., 5th Floor
Omaha, NE 68114
(402) 343-3689 (800) 786-5566 ext. 3689
Fax: (402) 397-0455
email: dtrumblee@seniormarketsales.com
Website: www.seniormarketsales.com
Products: Critical Illness; Dental (ind.); Prescription Drug Card; Annuities (ind.); Health (int. major medical, medicare supplement; Short Term Major Med.); Life (guaranteed issue, living payout option, single premium, whole life, special risk, survivor, term, universal, whole life); LTC
––––––––––
Shepler & Fear General Agency
Contact: Dave Fear, Sr., Dave Fear, Jr., Alonso Contreras
2140 Professional Dr., Ste. 150
Roseville, CA 95661
(916) 960-0131 (877) 361-7342
Fax: (888-) 360-7342
Email: davefearjr@sheplerfear.com
Email: davefear@sheplerfear.com
Email: contrerasalonso99@gmail.com
Website: www.sheplerfear.com
Products: Fully Insured small and large group Medical, Dental, Vision, Life/AD&D and Disability; Self Funded small and large group Medical, Dental, Vision coverage, Telemedicine, Wellness, Health Insurance Exchanges
Serving: CA
————–
South Western Financial Network
Contact: John Andraos
505 N. Brand Ave., Ste. 850
Glendale, CA 91203
(818) 551-6600
Fax: 818-551-6615
email: jandraos@swfn.net
Website: www.southwesternfinancial.net
Products: Annuities (group, ind.); Disability (group, ind.); Life (whole life); Pension [401(k)]; Pension (pension plans/profit sharing).
Serving: Nationwide
––––––––––
Stan Israel Insurance Services Inc.
Contact: Stan Israel, President
5739 Kanan Rd., Ste. 367
Aguora Hills, CA 91301
(818) 706-1100 Fax: (818) 889-1593
email: sdiins@aol.com
Website: www.sdiins.com
Products: Life Insurance, Long Term Care Insurance
Serving: CA
––––––––––
Steve Shorr Insurance
Contact: Steve Shorr
1027 W. 11th Street, Ste. 3
San Pedro, CA 90731-3558
(310) 519-1335 Fax: (310) 519-1359
Email: steve@steveshorr.com
Website: www.healthreformquotes.com
Products: Health (ind., group); Disability (ind.); Life (ind .); Medicare Supplement
Serving: CA
––––––––––
Streamline Benefits
Contact: Michael J. McCormick CLU, FLMI
29811 Santa Margarita Pkwy., Ste. 100
Rancho Santa Margarita, CA 92688
(949) 452-9201
Email: benecom@att.net
Products: Worksite Marketing and Enrollment Services, Medicare Bridge, AD&D, Section 125, Cafeteria Plans, Critical Illness; Disability; HSAs; Life (group, universal life term, indexed UL); Long Term Care; Prescription Drug Card; Dental; Vision; Accident Bridge and Hospital coverage and Pet Insurance
Serving: Southern CA
––––––––––Suncoast LTC Insurance Group
Contact: Cory Stepanek
44489 Town Center Way Ste. D526
Palm Desert, CA 92260
(760) 752-1935
Fax: (760) 358-0011
email: cstepanek@suncoastltc.com
Products: Annuities (fixed); Life; Long Term Care
Serving: Nationwide
––––––––––
Symetra Life Insurance Company
Contact: Symetra Sales Support
777 108th Ave. NE, Ste. 1200
Bellevue, WA 98004-5135
(800) 706-0700 (800) SYMETRA
email: invest@symetra.com
Website: www.symetra.com
Products: Annuities (individual); Disability (Group); Health (group, limited benefit medical, medical stop loss); Life (group, single premium, term, universal).
Serving: Nationwide; state availability varies by product
––––––––––
Tax and Financial Group
Contact: Brian McNulty
4001 MacArthur Blvd. , 3rd Floor
Newport Beach, CA 92660
(949) 223-8100 (800) 373-2177
Fax: (949) 223-8101
email: brian.mcnulty@tfgroup.com
Website: www.tfgroup.com
Products: Annuity (group contract, ind., variable); Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (ind., group, HSA); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, survivor, term, universal life, variable, whole life); LTC, Pension (pension plans/profit sharing, 401[k]); Vision, Worksite Marketing
Serving: S. CA, CO, HI, TX
––––––––––
Team Alvarez Insurance Services
Contact: Gaston Alvarez
2001 East 4th Street, Ste. 116
Santa Ana, CA 92705
(714) 978-6300 Fax: (805) 512-7840
Email: Gus@TeamAlvarez.net
Products: All aspects of Medicare, Dental/Vision, (Group, Ind.); Covered CA Ind. Health, Covered CA Shop (group), Medicare Supplements, Short Term Major Med, Life insurance (guaranteed issue, group term, single premium whole life, special risk, survivor, term, and universal life), LTC, Final Expense, Annuities, Home, Auto, Business
Serving: AZ, CA
––––––––––
Ted Anderson Insurance
Contact: Ted Anderson
830 Orange Ave., Ste. J Coronado, CA 92118
(619) 435-3636 Fax: (619) 435-3010
email: tedandersoninsurance@gmail.com
Website: tedandersoninsurance.com
Products: Annuities (ind.); Critical Illness; Dental (ind.,group); Disability (ind., group); Health (ind., group, HSA, international travel plans, Medicare bridge, Medicare supplement, short-term major medical); Life (guaranteed issue, group term, single premium whole life, Life Settlements, special risk, survivor, term, universal life); Long Term Care Insurance, Vision
Serving: CA
––––––––––
Thomson Ins. Broker/RTIB, Inc.
Contact: Rich Thomson
P.O. Box 18283,
S. Lake Tahoe, CA 96151
(530) 541-8511 Fax: (530) 541-6832
email: george@rtibtahoe.com
Website: www.rtibtahoe.net
Products: Acupuncture, AD&D, Dental (group); Disability (ind.); Health (ind., international major medical, HSA, Medicare supplement, short-term major medical); Life (group term)
Serving: N. CA & Northern NV
––––––––––
Total Financial & Insurance Svcs.
Contact: Scott Whitehead
11835 W. Olympic Blvd., Ste. 600
E. Los Angeles, CA 90064
(310) 477-7500 (800) 989-7500
Fax: (310) 575-3912
email: scottwhitehead@totalfinancial.com
Website: www.totalfinancial.com
Products: Annuities and SPIAs; Life (Impaired Risk, Foreign Nationals, Indexed Universal Life, Premium Financing, Charitable-giving programs, Guaranteed issue, Survivorship, Term, Universal life, Whole life)
Serving: Nationwide
––––––––––
Traci’s Insurance Services, Inc.
Contact: Traci Roncal
7059 Ohio River Drive
Eastvale, CA 91752
(951) 264-8289
Toll Free (888) 406-1393
Fax: (951) 710-6419
email: insurance@tracironcal.com
website: www.tracironcal.com
Products: AD&D Ind, Cancer, Critical Illness, Dental (group, ind.), Disability (group, ind.), vision, Annuities (group, ind.), Financial planning, Health Insurance (group, ind., int. Major medical, medicare supplement, short term major med.) Life Insurance (Charitable giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, Universal, whole life, life settlements), Long Term Care, Workers Comp.
Serving: AZ, CA, NV, WA
____________________
Triad Financial Insurance Marketing Inc.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 383-4108 (800) 392-9977
Fax: (213) 383-0126
email: gsilverstein@triadinsurancegroup.com
Products: AD&D, Acupuncture, Annuity (group contract, individual, variable); Cafeteria Plans, Cancer, Chiropractic, Dental (individual, group); Disability (individual, group); Financial Planning; California Choice; Health (individual, group, integrated plans medical & 24 hrs., international major medical, health-savings accounts, Medicare bridge, Medicare supplement, self-funded administration, short-term major medical); Life (guaranteed issue, life settlement, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, variable, whole life); Long-Term Care, Pension (401[k]); Prescription Drug Card, Vision, Workers’ Comp, Worksite Marketing
Serving: Nationwide
––––––––––
TripleChoicePlan Dental
Contact: Lawrence V. Kent, president & CEO
1964 Westwood Blvd., Ste. #120
Los Angeles, CA 90025
(310) 470-2343 ext. 150
Fax: (310) 441-5660
email: lvk@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products: Specialists in Group Dental, Life, Vision and Disability Min. Size: 2+
Serving: Nationwide
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TWH Annuities & Insurance Agency Inc.
Contact: Tipton Huffman
6200 E. Canyon Rim Rd., Ste. 203
Anaheim Hills, CA 92807
(714) 283-9194 • (800) 200-9194
Fax: (714) 283-9197
email: info@twhagency.com
Website: www.twhagency.com
Products: Annuities (ind.); Life (single premium whole life, survivor, term, group term, universal life, whole life)
Serving: Nationwide
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Voluntary Benefit Advisors (VBA)
Contact: Jennifer Lococo
1936 E. Deere Ave Ste 215
Santa Ana, CA 92705
(949) 954-1300
(866) 797-3236
Fax: (949) 954-1301
Email: Jlococo@vbadv.vom
Email: info@vbadv.com
Website: www.vbadv.com
Products: Cancer Insurance, Critical Illness, Dental (Group, Ind.) Disability (Group, Ind.) Life: (Group Term, Guaranteed Issue, Term Universal, Whole Life), Long Term Care, Worksite Marketing
Serving: Nationwide
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United Retirement
– Orange County
Contact: Tamara Lewis
23046 Avenida de la Carlota, Ste. 500
Laguna Hills, CA 92653
(949) 768-4015
Fax: (949) 600-7666
email: Tamara.Lewis@unitedretirement.com
Website: www.unitedretirement.com
Products: Defined Benefit, Cash Balance, Profit Sharing, 401(k)
Serving: Nationwide
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USI Travel Insurance Services
Contact: Wendy Miller, Director of Sales & Client Relations-Insurance Professionals Travel Insurance Services, A Member Company of USI Affinity
793 S. Tracy Blvd., Ste. 204
Tracy, CA 95376
(800) 937-1387 ext. 48956
(925) 405-8956
Fax: (610) 537-2224
email: wendy.miller@travelinsure.com
Website: www.travelinsure.com
Products: Health (group, ind., Medicare supplement, short-term major medical, international major medical)
Serving: Nationwide
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Walliser Assoc. Insurance Agency Inc.
Contact: Frank Walliser
7960 Soquel Dr., Ste. 403
Aptos, CA 95003
(831) 476-4384 Fax: (831) 476-1008
email: wallisco@walliserins.com
Website: www.walliserins.com
Products: Annuities (ind.); Critical Illness, Life (guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC
Serving: CA & Most Other States
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Warner Pacific Insurance Services
Contact: Jeff Papenfus, Senior Vice President of Sales Offering 46 Relationship Based Sales Executives located throughout the state to serve you. Our focus is on you, that’s what we do.
Home office: 32110 Agoura Road,
Westlake Village, CA 91361
(800) 801-2300
Email: jpapenfus@warnerpacific.com
Website: www.warnerpacific.com
Products: Medical, Dental, Life, Vision, Work Comp, Disability, Voluntary, LTC, Medicare and more.
Serving: CA, CO
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Welcome Funds Inc.
Contact: Daniel Ohman
6001 Broker Sound Parkway, Ste. 320
Boca Raton, FL 33487
(561) 862-0244 (877) 227-4484
Fax: (561) 862-0242
email: info@welcomefunds.com
Website: www.welcomefunds.com
Products: Secondary market for life insurance
Serving: Nationwide
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Western World Marketing
Contact: Toby Hartley
21515 Hawthorne Blvd., Ste. 940
Torrance, CA 90503
(310) 540-5299 (800) 323-4032
Fax: (310) 316-1167
email: toby@wwannuity.com
Website: www.westernworldannuity.com
Products: Annuities; Financial Planning
Serving: Nationwide
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W.J. Barrett Insurance Agency Inc.
Contact: Bill Barrett or Jill Bradish
P.O. Box 2339 Capistrano Beach, CA 92624
(888) 254-7675 Fax: (949) 493-7325
email: bill@plusgroupca.com
Website: www.plusgroupca.com
Products: Critical Illness, Disability (ind.); LTC
Serving: CA
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Wolfpack Insurance Services
Contact: Logan Wolf
425 Harbor Blvd., Ste. 2C
Belmont, CA 94002
(650) 631-2460 (800) 296-0192
Fax: (650) 591-4022
email: logan@dvins.com
Website: www.dentalandvisionins.com
Products: Dental (group); Vision (group)
Serving: CA
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Word & Brown
Contact: Bill Mason
801 N. Brand Blvd., Ste. 900
Glendale, CA 91203
(818) 247-2861 (800) 560-5614
Fax: (800) 355-9711
email: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Kern, Los Angeles, San Luis Obispo, Santa Barbara and Ventura Counties
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Word & Brown
Contact: James Bennett
721 S. Parker Orange, CA 92868
(714) 567-4658 (800) 869-6989
Fax: (714) 953-9404
email: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Orange County
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Word & Brown
Contact: Pam Wallace
3131 Camino Del Rio North, Ste. 820
San Diego, CA 92108
(619) 299-5001 (800) 397-3381
Fax: (619) 299-2070
email: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: San Diego County
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Word & Brown
Contact: Zeke Montes
3633 Inland Empire Blvd., Ste. 525
Ontario, CA 91764
(909) 945-2224 (877) 225-0988
Fax: (909) 945-3339
email: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Inland Empire Regional Office
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Word & Brown
Contact: Sandra Silviera
1737 N. First Street, Ste. 680
San Jose, CA 95112
(408) 685-4872 (800) 255-9673
Fax: (408) 437-5925
email: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Northern CA Regional Office
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World Insure
Medical Health Insurance & Travel Insurance
Calibrated International Benefits International Medical, International Life, International K&R
Contact: Lisa Nguyen Cambria, LUTCF
P. O. Box 65
Novato, CA 94948
(415) 892-3116
Fax: (415) 893-1984
email: lisa@worldinsure.net
Website: www.worldinsure.net
Products: Disability; International Risks for Life; K&R; Major Medical; Terrorism; Travel and more
Serving: Worldwide
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Zenith Marketing Group
Contact: Tony DeGregorio
303 W. Main St., Ste. 200
Freehold, NJ 07728
(484) 588-0621 ext. 6413
(800) 499-3727 ext. 6413
Fax: (732) 577-0111
Email: td@zenithmarketing.com
Website: www.zenithmarketing.com Products: Annuities (ind.); Disability (ind.); Life (guaranteed issue, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC, Pension [401(k)] Serving: Nationwide