CA Broker 2016 Directory
General Agents Listing

S2016_California_Broker_DirectoryIndependent 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.

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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

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
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
(877) 520-4636
Fax: (480) 287-8574
email: mgebhardt@aigilis.com
Website: www.aigilis.com
Products: ACA medical gap plans, Telemedicine, Accident, Critical Illness; Dental (ind., group)
Serving: Nationwide

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: Long-Term Care, Disability, Life and Annuity Solutions
Serving: Nationwide

American Capital Security Corp.
Paradigm Insurance Marketing
Back 9 Insurance and Financial Services
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.back9ins.com
Annuities (ind.); Disability Income, 419(e) Single Employer Post-RetirementMedical Reimbursement Plan; Life Insurance (Quote and Apply, Protection and Accumulation product portfolio); Long-Term Care Insurance
Serving: CA

American Insurance Brokers Inc.
Contact: Brett Bennett
26050 Mureau Road
Calabasas, CA 91302
(818) 591-8700, (800) 669-8700
Fax: (818) 591-8722
email: info@aib4insurance.com
Website: www.aib4insurance.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA

American Consumers League, aka, NMS-TNI
aka Niche Market Solutions
Contact: Michael Carroll
Tel: (302) 945-6906
email: mcarroll19@verizon.net
Services and Products: Issued down to a group of 1 life. Membership based life-style benefits and Guarantee Issue up to 220,000 & Contingent Guar Issue up to 400,000. Life benefits up to $620,000 coverage, Guar Issue A&S Disability Income plans up to $5,000 a month, 0-7-14-30-60-90 waiting periods, up to 52 weeks benefit period, same monthly rate for male/female/smoker/non-smoker, ages 18-75. Guar Issue Critical Illness, Whole Life issued ages 0-95, CyberHACK Prevention for computers & cell phones.
SERVING: Nationwide

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

Applied General Agency
Contact: Shauna Haltom
1040 N. Tustin Ave.
Anaheim, CA 92807
(800) 498-6880
Fax: (800) 630-6344
email: shaltom@appliedga.com
Website: www.appliedga.com
Products: Medicare Advantage, Medicare Supplement, Life, Annuities; Critical Illness; Final Expense; Health (ind.)
Serving: Nationwide

Assets Unlimited Inc.
Contact: Bill Metzger
6472 Camden Ave., Ste. 204
San Jose, CA 95120
(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

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

Back 9 Insurance Services
Contact: Paul D. Kaplan
310 N. Westlake Blvd., Ste. 240
Westlake Village, CA 91362
(818) 380-0034, (800) 822-7251
Fax: (818) 706-0203
Email: paul@paradigmins.com
Website: www.back9ins.com
Products: Annuities (ind.); Disability Income; 419(e) Single Employer Post-Retirement Medical Reimbursement Benefit Plans, Long Term Care insurance; Life (Special Risk, Survivor, Term, Indexed and Guaranteed Universal Life

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

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

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

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

BenefitMallLogo

 

 

 

BenefitMall (Northern CA)
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

BenefitMall (Central and Southern 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

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

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

Berbower Ins. Agency & Brokerage
Contact: Mark Berbower
1330 W. Robinhood Dr, Ste. A1
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 (offered Life and Health in CA and OR)
Serving: CA, OR

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

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

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

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: Jeremy Proctor
77-711 Flora Rd., Ste. 112
Palm Desert, CA 92211
(760) 568-5348, (855) 568-5348
Fax: (760) 568-3309
email: jeremy@proctorins.com
Website: www.proctorins.com
Products: Medicare Advantage; Medicare Supplement; PDP (Prescription Drug Plans); Medicare Bridge; Life Insurance (Term, IUL, UL, Whole); Critical Illness; Final Expense; Health (individual and group); Dental (individual and group); Short Term Medical; Major Medical; Int’l Health; International Major Medical; Travel Medical (ind and group); Cancer; AD&D; Disability; Excess Disability, Impaired Risk Disability; Health (international major medical); Life (special risk)
Serving: Southern California and licensed in CA, AZ, NM, OR, TX, WA, NV

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

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

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

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

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

California Long Term Care
Insurance Services, Inc.
Contact: Katie O’Rourke
Contact: Louis Brownstone
Contact: Diann Murphy
1601 Bayshore Hwy., Ste. 360
Burlingame, CA 94010
(650) 692-5202 (800) 303-1527
Fax: (650) 692-5204
email: katie@cltcinsurance.com
email: louis@cltcinsurance.com
email:Diann@cltcinsurance.com
Website: www.californialongtermcare.com
Products: LTC, Linked-LTC, Critical Illness
Serving: Nationwide

 

Camden

 

 

 

The Camden Insurance Agency
(an Affiliate of Vision Plan of America)
Contact: Phil Needleman
3250 Wilshire Blvd #1610
Los Angeles, CA 90010
(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

Capitas Long Term Care
Contact: Rich Kupetsky, CLTC
9915 Mira Mesa Blvd., Ste. 110
San Diego, CA 92131
(619) 203-5833
Email: rich.kupetsky@capitasfinancial.com
Website: www.capitasfinancial.com
Products: LTC, Life
Serving: Nationwide

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

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

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

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

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

ChimientiLogo

 

 

 

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

Claremont Insurance Services
Contact: Michael Traynor
1000 Burnett Ave., Ste. 440
Concord, CA 94520
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

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

CNMA Multi-Insurance Agency
895 E. Yorba Linda Blvd., Ste. 202-A
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

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

Coastal Financial Partners Group
Contact: Gary Schulte, CLU
1554 S. Sepulveda Blvd., Ste. 106
Los Angeles, CA 90025
310-788-3805 ext. 102
Fax: 310-788-3997
Email: Gary@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.

CalBroker Ad

 

 

 

CoPower, Inc. Ancillary General Agency
Contact: Pratibha Patel
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
Phone: (888) 920-2322 FAX: (650) 348-1149
Email: sales@copower.com
Website: www.copower.com
Products: Group Dental, Vision, Life, Long-Term Disability, AD&D, Critical Illness, Chiropractic and Acupuncture. Bundled & standalone plans. Voluntary & Contributory. CoPower ONE bundle Dental, Vision, and Life. Carrier partners: Anthem Blue Cross, Delta Dental, MetLife, United HealthCare, Unum, VSP, and Landmark. VANTAGE: HR help, Rx discounts, and employee travel and entertainment discounts. Empower, online administrative tool.
Services: Ancillary General Agency for Group Dental, Vision, Life, AD&D, LTD, Critical Illness, Chiropractic and Acupuncture.
Min. Case Size: 2+
Serving: California

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

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

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

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, impaired risk, survivor, term, universal life, index universal life, whole life, LTC, secondary market for life insurance)
Serving: Nationwide

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)

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

Dealey Renton and Associates
Contact: Katherine Mraz
530 Water St., 7th Floor
Oakland, CA 94604
(510) 465-3090, Fax: (510) 452-2193
email: kmraz@dealeyrenton.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) 461-7388, (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: Katie Quinn
325 Cedar Street, Ste. 800
St. Paul, MN 55101
(651) 649-3503, (800) 620-5010
Cell: (612) 708-8448, Fax: (651) 649-3502
email: katie@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/DI Specialist
P.O. BOX 1676 Beaufort, South Carolina 29901
Toll Free: (800) 551-6211 ~ Cell: (703) 615-4747
email: info@di-resource-center.com
Website: www.di-resource-center.com
Products: Disability (Group, Indiv.); Denied Claims; Expert Witness Consultant (hard-to-place, declined)
Serving: Exclusively DI since 1972/ Nationwide

Disability Partner
Contact: Kirk Woolsey
3150 Crow Canyon Place, Ste. 200
San Ramon, CA 94583
(925) 277-2603, (800) 955-0040
Fax (925) 277-2601
email: kwoolsey@dwassociates.com
website: www.disabilitypartner.com
Products: Disability (ind.)
Serving: Nationwide

Dunhill Marketing & Insurance Services Inc.
Qualified Planning is a full service RIA and is an affiliate of 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 Brokers
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@epicbrokers.com
Website: www.epicbrokers.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
139 W. Mission
Santa Barbara, CA 93101
(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
(800) 354-1666
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
4555 Ruffler St., Ste. 108
San Diego, CA 92111
Cell: (619) 392-3315
email: sue@firstresourceins.com
website: www.argylebrokerage.com
Products: Annuities (ind.); Disability (ind.); Life (ind., estate/trust, executive, 1035 policy exchange, universal, term, whole life); LTC (Traditional and linked benefits)

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.
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: george_cox@ajg.com
Website: www.GBSLife.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

Gideon Advisers
Contact: Nick Somilleda
1055 W. 7th St., Ste. 3260
Los Angeles, CA 90017
(818) 638-3090, Fax (213) 480-940
email: nick@gideonadvisers.com
website: www.gideonadvisers.com
Products: Annuities (ind.,group); 401(k); pension/profit sharing; Life (Charity giving, group term, guaranteed issur, living payout option, policy exchange, single premium whole life, special risk, survivor, universal life, life settlement); Long Term Care
Serving: Nationwide

Gordon Gladstone Associates
Contact: Gordon Gladstone
18401 Burbank Blvd., Ste 228
Tarzana,CA 91356
(818) 342-9400, Fax: (818) 342-8488
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

Hatfield 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

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

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

IMS Associates Financial & Insurance Services
Contact: Norman Giroux
1900 MacArthur Blvd, Ste 450
Irvine, CA 92612
(714) 975-7343
Fax: (714) 634-4739
(800) 914-9483
email: norman@ims4u.net
www.ims4u.net
Products: Critical Illness; Disability (Group, Ind.,); Annuities (Group, Ind.,); Life (Charitable Giving Program, group term, guaranteed issue, single premium whole life, special risk, survivor, term, universal, whole life); Life Settlement, Long Term Care
Serving: Nationwide

Innovative Solutions Insurance Services LLC
Contact: Jason Kidd
200 N. Sepulveda Blvd., #900
El Segundo, CA 90245
(310) 851-8222 ext. 5198
(800) 551-8289 Fax: (310) 851-8211
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) 251-6912, (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
website: www.jackvanrossum.com/contact
Products: Financial Planning
J.K. Insurance Marketing Inc.
Contact: Gary H. Johnson
1042 W. Hedding St., Ste. 241
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: jscheibner@acceleratedcg.com
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: CA

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
17766 Bernardo Center Dr., Ste. 205B
San Diego, CA 92128
(858) 271-1511
email: ka.jhkjr@gmail.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
2880 Sunrise Blvd., Ste. 142
Rancho Cordova, CA 95742
(800) 748-5538
Fax: 888-807-4142
email: processing@lmfinancial.com 
email: stacie.la@lmfinancial.com
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, President
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: Life insurance, Long-term care insurance, Annuities and Life settlements
Serving: Nationwide

Life Insurance Settlements, Inc.
1180 SW 36th Ave., Ste. 201
Pompano Beach, FL 33069
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
email: Oleg@lisettlements.com
Website: www.lisettlements.com
Products: A life settlement is the sale of a life insurance policy. It offers you a unique opportunity to extract the maximum value from your existing life insurance policy.  Learn how you can benefit by allowing LIS to provide a FREE NON-BINDING APPRAISAL of your life insurance policies today.
Serving: Nationwide

Lifepro Financial Services, Inc.
Contact: Ben Nevejans
11512 El Camino Real, Ste. 100
San Diego, CA 92130
(888) 543-3776, Fax: (858) 793-5990
email: ben@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

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LISI, The Best In Broker Sales
Solutions (San Mateo)
Contact: Gary Myers, Desare’ Kallingal, Sandra Bealu, Shannon Carboni, Leza Cheya, Mike Suess, Joe Norton
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
866-570-LISI (5474), Fax: 844-547-4329
email: hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: Full list, call for details
Serving: Entire Bay Area

LISI, The Best In Broker Sales
Solutions (Sacramento)
Contact: Ryan Esway
3100 Zinfandel Drive, Suite 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; Acupunc¬ture; Chiropractic, COBRA Compliance; Dental (group); Disability (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: Peter Mehta, Jill White
Office Location: By appointment only
866-570-LISI (5474), Fax: 844-547-4329
email: Hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance; Acupunc¬ture; Chiropractic, COBRA Compliance; Dental (group); Disability (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, Heather Chandler
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; Acupunc¬ture; Chiropractic, COBRA Compliance; Dental (group); Disability (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: Jeff Hoss, Laurie Wolbart, Michele Isaly, Eric Tapia, Tyler Shepard
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; Acupunc¬ture; Chiropractic, COBRA Compliance; Dental (group); Disability (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.

LISI, The Best In Broker Sales
Solutions (San Diego)
Contact: Christina Diamantis, Susan Tomes, Denise Aragon, Nicole Allyn, Marc Eagleton
9095 Rio San Diego Dr., Ste. 220
San Diego, CA 92108
866-570-LISI (5474), Fax: 800-603-1992
email: Kdoyle@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance; Acupuncture; Chiropractic, COBRA Compliance; Dental (group); Disability (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: San Diego County.

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, Accident & Critical Illness plans / group medical supplement plans / international medical plans / group voluntary plans – Life, LTD, STD.
Serving: AZ, CA, NV, OR, TX, UT, WA

M&O Marketing
27777 Franklin Road, 7th Floor
Southfield, MI 48034
(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 Dental & Vision Plan
Contact: MWG Broker Services
PO Box 14067
Jackson, MS 39236
5712 I-55 N. Frontage Rd.
Jackson, MS 39211
(601) 206-7967, (877) 759-5728
Fax: (601) 956-1702
email: brokerservices@morganwhite.com
Website: www.mwgdental.com
Plan Type: Group Indemnity, PPO
Product and Services: Group/Individual Dental & Vision Plans
Min. Case Size: 2
Serving: Nationwide

Myers-Stevens-Mello, Inc.
1045 McArthur Blvd.
San Leandro, CA 94577
(510) 351-7460, (877) 741-4843
Fax: (510) 357-3230
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
5150 Fair Oaks Blvd., Ste. 101-347
Carmichael, CA 95608
(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, term, Indexed universal life, No-Lapse 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
1601 Bayshore Highway, Ste. 360
Burlingame, CA 94010
(800) 303-1527, (650) 692-5202
email: katie@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 (term, index UL, special risk, universal, whole)
Serving: Nationwide except NY

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
310 N. Westlake Blvd., Ste. 240
Westlake Village, CA 91362
(818) 380-0034, (800) 822-7251
Fax: (818) 706-0203
Email: paul@paradigmins.com
Website: www.back9ins.com
Products: Products: Annuities (ind.); Disability Income; 419(e) Single Employer Post-RetirementMedical Reimbursement Benefit Plans, Long Term Care insurance; Life (Special risk, Survivor, Term, Indexed and Guaranteed 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.

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), Short Term Medical
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, President
1 Point Drive, Ste. 120
Brea, CA 92821
(714) 672-6845
Fax: (714) 255-0977
email: dwilson@pram.com
Website: www.pram.com
Products: Nationally registered Third Party Administrator (TPA) and MGU providing fully-insured and self-funded prescription drug benefit plans
Services: PRAM provides its services to traditional employer groups, associations, government entities and individuals.
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
(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

Retirement Choices of California
Email: administrator@retirementchoices.org
155 W. Washington Blvd., Ste. 1202
Los Angeles, CA 90015
Website: 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

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, Covered CA, Home, Auto, CGL
Serving: CA

RogersLogo

 

 

 

 

 

Rogers Benefit Group
Contact: Dave Di Maria, Susan Diaz
130 N. Brand Blvd., Ste. 310
Glendale, CA 91203
(818) 502-3800 ext. 11
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 Kesha, Craig Gandy
6540 Lonetree Blvd., Ste. 100
Rocklin, CA 95765
(916) 960-0400, (877) 659-8264
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
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

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: David L. Fear, Sr., President/CEO, Jennifer Mason, VP Business Development, Tim Shepler, Operations Manager
400 Sunrise Ave., Ste. 150
Roseville, CA 95661
(877) 361-7342
Fax: (888-) 360-7342
Email: insurance@sheplerfear.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: California and U.S.A.

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
Agoura 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, Hybrid and Linked Benefits (Lie/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: https://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
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
1971 E. 4th St.
Santa Ana, CA 92705
(714) 978-6300, Fax: (805) 512-7840
Email: gus@teamalverez.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. C
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, Legal & Identity Theft Plans, 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,
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
Los Angeles, CA 90064
(310) 477-7500, (800) 989-7500
Fax: (310) 575-3912
email: mgreenberg@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
18757 Burbank Blvd., Ste. 303
Tarzana, CA 91356-6329
(213) 383-4108, (800) 392-9977
Fax: (818) 988-5288
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 Kent
1964 Westwood Blvd., Ste. #120
Los Angeles, CA 90025
(310) 470-2343 ext. 150
Fax: (310) 441-5660
email: jkent@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products: Specialists in Group Dental, Life, Vision and Disability
Min. Size: 2+
Serving: Nationwide

TWH Annuities & Insurance Agency Inc.
Contact: Tipton Huffman or John Roberts
6200 E. Canyon Rim Rd., Ste. 203
Anaheim Hills, CA 92807
(951) 452-7338, (800) 200-9194
Fax: (714) 283-9197
email: info@twhagency.com
email: john@twhagency.com
Website: www.twhagency.com
Products: Annuities; Life (single premium whole life, survivor, term, group term, universal life, whole life)
Serving: Nationwide

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

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

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.com
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

warnerpacific

 

 

Warner Pacific Insurance Services
Contact: Jeff Papenfus, Senior Vice President of Sales
Our 33 Relationship Based Sales Executives are located throughout the state along with a complete back-office solution with over 200 employees dedicated to your success. We offer state-of-the-art technology tools to make your entire sales cycle smoother and more productive as well as training opportunities on everything from Medicare to Worker’s Comp.
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

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

Western World Annuities
Contact: Toby Hartley
225 Ave I, Ste. 204
Redondo Beach, CA 90277
(310) 540-5299, (800) 323-4032
Fax: (310) 316-1167
email: toby@wwannuity.com
Website: www.westernworldannuity.com
Products: Annuities; Financial Planning
Serving: Nationwide

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

Wolfpack Insurance Services
Contact: Tyler WolfKlain
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

Word&Brown

 

 

 

Word & Brown
Contact: Bill Mason
801 N. Brand Blvd., Ste. 900
Glendale, CA 91203
(800) 560-5614
Fax: (800) 355-9711
email: bmason@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

Word & Brown
Contact: James Bennett
721 S. Parker
Orange, CA 92868
(800) 869-6989
Fax: (714) 953-9404
email: jbennett@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

Word & Brown
Contact: Venessa Benitez
3131 Camino Del Rio North, Ste. 820
San Diego, CA 92108
(800) 397-3381
Fax: (619) 299-2070
email: vbenitez@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

Word & Brown
Contact: Zeke Montes
3633 Inland Empire Blvd., Ste. 525
Ontario, CA 91764
(877) 225-0988
Fax: (909) 945-3339
email: zmontes@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

Word & Brown
Contact: Jan Mesa
1737 N. First Street, Ste. 680
San Jose, CA 95112
(800) 255-9673
Fax: (408) 437-5925
email: jmesa@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

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 948
Newcastle, CA 95658
(530) 883-8736, Fax: (415) 373-9457
email: lisa@calibrated.net
Website: www.worldinsure.net
Products: Disability; International Risks for Life; K&R; Major Medical; Terrorism; Travel and more
Serving: Worldwide