CA Broker 2016 Directory
Carriers/Providers

2016_California_Broker_DirectoryThis section of California Broker’s 2016 Directory contains valuable profiles of providers including Life Settlements, Critical Illness, HSAs, Long Term Care, Online Resources, Paramedical, Third-Party Administrators and more.

E&O401(k)
Critical Illness
HSAs
Life Settlements
LTC
Life Regional Offices
Medical Record Retrieval
ParamedicalSec. 125
TPAs
Worksite Marketing

Errors and Omissions

Cita Insurance Services
Contact: Caroline Reaper or
Rachel Truman
(800) 280-7250 (714) 939-7333
email: programsinfo@citainsurance.com
Website: www.citainsurance.com
E&O for: P&C Agents, Life Wholesale Brokers, Benefit Administrators, Real Estate Agents
Administrators, Real Estate Agents

E & O Insurance for Less
Contact: Customer Service
12421 Meredith Dr.
Urbandale, IA 50398
(866) 795-2041 Fax: (515) 243-2331
Website: www.eoforless

National Ethics Association
12707 High Bluff Dr. Dept. 200
San Diego, CA 92130
(800) 282-1831 Fax: (760) 462-3333
Website: www.ethics.net

401(k)

Innovative Pension Strategy & Design
Contact: Sidney Lopez, Dir of Sales&Mktg. Operations
14251 Danielson St.
Poway, CA 92064
(858) 748-6500 (858) 218-3441
Fax: (858) 748-0615
email: Sidney@ipsd.com
Website: www.ipsd.com
Website: www.innovativepension.com
Products/Services: 401(k), defined benefit plans
Min. Case Size: 1 Serving: Nationwide

John Hancock
Retirement Plan Services
Contact: Derek MacDougall
500 North Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400 Ext. 857644
(800) 766-2685 Fax: (818) 552-3420
email: derek.macdougall@jhancock.com
Website: www.jhpensions.com
Serving: Pacific Region

National Retirement Services, Inc. (NRS)
Contact: John Towles
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) (714) 622-3188 Fax: (714) 622-3189
email: john.Towles@Ascensus.com
Website: www.nrservices.com
Products/Services: 401(k), Profit Sharing and Defined Benefit Plans
Serving: Nationwide

PayProLogo

 

 

 

PayPro Administrators
Contact: Bobbi Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRA, HSA, Sec. 125, Retiree Billing, SPD/Wrap Documents, Form 5500 Filing, ACA Reporting
Contact: Felix Acajabon for Pension & Pension Plan Administration
6180 Quail Valley Ct.
Riverside, CA 92507
(800) 427-4549 Fax: (951) 656-9276
(951) 656-9273 Ext. 226 Bobbi
(951) 656-9273 Felix
email: BobbiKaelin@pagroup.us
email: felixa@pagroup.us
email: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, ACA Reporting, ERISA Plan Docs & Reporting, Retiree Billing & Consolidated Billing Services
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Polycomp Administrative Services Inc.
Contact: Tali Vaughn
404 Camino Del Rio South, Suite 608
San Diego, CA 92108
(619) 683-2030, (800) 572-4122
Fax: (619) 683-2022
Email: tvaughn@polycomp.net
Website: https://www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Benefit Plans, Self-Directed IRAs
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PRB Insurance & Financial Services
1990 S. Bundy Drive, Ste. 410
Los Angeles, CA 90025
(310) 909-1746 Fax: (424) 248-2430
email: bjines@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.

Critical Illness

AFLAC, Los Angeles
Contact: Adam Michaels, Market Director
12121 Wilshire Blvd., Ste. 1000
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: amichaels@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Disability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit Statements, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide
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AFLAC, Torrance-Southbay
Contact: Cameron Bell, Broker Sales
2390 Crenshaw Blvd., Ste. 307
Torrance, CA 90501
(310) 378-0185
Fax: (424) 200-6322
email: cameron_bell@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Voluntary benefits (Short Term Disability, Accident, Hospital, Gap Plans, Cancer, Specified Health Events, Critical Illness, Life, Dental), Cafeteria Plans, One-on-One Enrollments, Online Enrollments, Call Center Enrollments, Online Enrollment Platforms
Min. Case Size: 3
Serving: Nationwide
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AFLAC, Pasadena
Contact: Denny Twigg, Broker Sales
1 South Fair Oaks Blvd., Ste. 20
Pasadena, CA 91105
(626) 796-7077
email: denny_twigg@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group
Worksite Products with Guarantee Issue. Specializing in Credit Unions
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Min. Case Size: 100+ Ind., 100+ Group
Serving: CA
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AFLAC, San Fernando Valley
Contact: Yolanda Richman, Broker Sales
5805 Sepulveda Blvd., Ste. 700
Sherman Oaks, CA 91411
(626) 796-7077
email: brian_jaeggi@us.aflac.om
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group
Worksite Products with Guarantee Issue. Specializing in Credit Unions
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Min. Case Size: 100+ Ind., 100+ Group
Serving: CA
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AFLAC, LAX-Howard Hughes Center
Contact: Chris Hager
6100 Center Drive, Ste. 670
Los Angeles, CA 90045
(310) 497-1730
email: Christopher_hager@us.afla.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group
Worksite Products with Guarantee Issue. Specializing in Credit Unions
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Min. Case Size: 100+ Ind., 100+ Group
Serving: CA

AFLAC, Downtown Los Angles
Contact: Lily Fregoso, Broker Sales
340 East 2nd Street, Ste. 310
Los Angeles, CA 90012
(213) 625-7375
email: lily_fregoso@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group
Worksite Products with Guarantee Issue. Specializing in Credit Unions
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Min. Case Size: 100+ Ind., 100+ Group
Serving: CA

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

American Association for Critical Illness Insurance
Contact: Mindy Hartman
3835 E. Thousand Oaks Blvd., Ste 336
Westlake Village, CA 91362
(818) 597-3205
email: info@aacii.org
Website: www.AACII.org
Products/Services: CI Sales & Marketing
Serving: Nationwide

American Niche Market Solutions
Contact: Michael Carroll
302-945-6906
email: mcarroll19@verizon.net
Product benefits: Membership GI life benefit issued up to $170,000 from ages 18-69/ Guar Issue Acc. DI benefit; 14 day elim-1 year BP-2000 benefit a month-ages 18-69/ GI GAP Health deductible Reimbursement/Patented Cyberattack Data Extraction Prevention for Individuals/Groups to place on computers & cell phones, coupled with ID Theft as a combo total protection plan package…THE ONLY ONE OF ITS KIND IN THE USA, serving producers Nationwide.

Assurity Life Worksite Division
Contact: Jim Quinney
Caliwaii Insurance Marketing
3031 Stanford Ranch Rd.
Rocklin, CA 95765
(916) 781-9850
Fax: (916) 248-4669
email: jim@caliwaii.com
Website: www.assurity.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide

CNMA Multi-Insurance Agency
2202 W. Mills Drive, Orange, CA 92868
(714) 458-2216, Fax: (714) 978-0518
Contact: Radi Miranda, LUTCF
email: cnmainsurance@aol.com
Website: www.cnmainsurance.com
Products:  Individual & Group International Travel Insurance, Individual & Group International Major Medical Plans and Single Pay Whole Life with Accelerated Death Benefit for qualifying LTC expenses.

Freedom Equity Group
Contact: Ron Petroinovich
154 W. Branch St.
Arroyo Grande CA 93420
(877) 329-6608
Fax: (619) 870-0212
email: ceopetro@fegcorp.com
Website: www.freedomequitygroup.com
Products/Services: Critical Illness, Worksite, Life (index & UL)
Serving: Nationwide

Humana
Northern California Contact: Steve Macias
1676 N. California Blvd., Ste. 600
Walnut Creek, CA 94596
Southern California Contact Brian Sullivan
212255 Burbank Blvd., Ste. 290
Woodland Hills, CA 91367
(619) 846-9394 Fax: (619) 692-9671
email: smacias1@humana.com
email: bsullivan6@humana.com
Website: www.humana.com
Products/Services: Dental, Vision, Group Term Life, Disability Income, Voluntary Benefits, Critical Illness, Cancer, Accident, HumanaVitality (wellness solution).
Min Case Size: 2

Symetra Life Insurance Company
Contact: Jeff Farmer, National Sales Director, Life, DI, And Select Benefits/Benefits Division
777 108th Ave., NE., Ste. 1200
Bellevue, WA 98004
(800) 796-3872
(678) 728-1541 Fax: (866) 532-1362
email: GRPLIF@symetra.com
Website: www.symetra.com
Plan type: Group
Products/Services: Fixed-payment medical, MEC plan administration, Life and AD&D, Disability, FMLA administration, Medical Stop Loss, Accident, Critical Illness
Min. employer group size: Varies by product
Serving: Nationwide, state availability varies by product

HSAs

selectaccounts-copy

 

 

 

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: Cafeteria Plans, Dental (group); Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); Vision, Life (group), Debit Card, Payroll, HR
Serving: AZ, CA, CO, KS, NV, WA

Benefit Resource, Inc.
Contact: Mimi Lyon, Senior Benefits Consultant
3090 Fite Circle, Ste. 101
Sacramento, CA 95827
(916) 363-2101 ext. 226, Fax (916) 363-4213
email: mlyon@benefitresource.com
Website: www.benefitresource.com
Products/Services: TPA, FSA, HRA, HSA, POP, CBP, and COBRA
Serving: Nationwide

Core Documents, Inc.
Contact: Gene Ennis
P.O. Box 14538
Bradenton, FL 34280
(888) 755-3373, Fax: (941) 795-4802
email: coreservice@coredocuments.com
Website: www.CoreDocuments.com
Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan, Wrap SPD Documents
Serving: Nationwide

Ebix Inc.
Contact: Tony Bell
1 Ebix Way, Johns Creek,
GA 30097
(877) 805-2828, Fax: (559) 256-1009
email: tony.bell@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA

First American Bank
Contact: Mitch Rosenbloom
1650 Louis Avenue
Elk Grove Village, IL 60007
(847) 586-2010, Fax: (847) 586-2010
email: mrosenbloom@firstambank.com
WebSite: www.firstambank.com

Health Savings Administrators
Contact: Stewart Gooding, National Sales Director
10800 Midlothian Turnpike, Ste. 240
Richmond, VA 23235
(888) 354-0697, Fax: (804) 726-1570
email: stewart.gooding@healthsavings.com
Website: www.healthsavings.com
Products: Health Savings Accounts for employers and individuals with first dollar investing in no-load Vanguard Mutual Fund investments
Serving clients in all 50 States

Health Equity, Inc.
Contact: Patrick Chorpenning,
Jr. Rgl. Director
15 W. Scenic Pointe Dr., Ste. 100
Draper, UT 84020
(800) 819-5852 (877) 949-6727
email: brokerservices@healthequity.com
email: brokersales@healthequity.com
Website: www.healthequity.com
Products: HSAs, FSA, OCRA, HRA, LPFSA
Serving: Nationwide

HSA Bank
A Division of Webster Bank N.A.
Contact: David Drzymkowski
668 N Coast Hwy, Ste. 416
Laguna Beach, CA 92651
(949) 374-2853
email: ddrzymkowski@hsabank.com
Website: www.hsabank.com

Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(517) 489-4581, Fax: (517) 278-0764
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services: Workforce Management Administrator for Human Capital Management, COBRA, FSAs, HRAs, HSAs, POP, Time and Attendance, Payroll, HR Services
Serving: Nationwide

OptumHealth
Contact: Optum Health
3110 Lake Center Drive
Santa Ana, CA 92704
(714) 445-0712, Fax: (800) 728-4880
Website: www.optum..com
Products/Services: Employer Stop Loss, Biometric Screening & Wellness Suite of Products, HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation
Serving: Nationwide

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Select Account
Contact: Morgan Anthony
1732 Aviation Blvd., #145
Redondo Beach, CA 90278
(310) 200-7435 (888) 460-4015
Email: morgan.anthony@selectaccount.com
Website: www.selectaccount.com
Serving: Nationwide

Sterling Administration
Contact: Ann Basco, Business Development
P.O. Box 71107
Oakland, CA 94612
(800) 617-4729 Ext. 255
Cell: (510) 882-8664 Fax: (877) 517-4729
email: ann.basco@sterlingadministration.com
Website: www.sterlingadministration.com
Product/Services: HSA, HRA, FSA, POP, COBRA Administration, ERISA Wrap, Form 5500 Filing, and ACA Compliance Services

LIFE SETTLEMENTS

Abacus Settlements, LLC
Contact: Samantha Butcher
480 Forest Avenue
Locust Valley, NY 11560
(516) 417-5040 Fax: (516) 908-4493
Tennessee office Tel: (615) 732-6240
email: sbutcher@abacussettlements.com
Website: www.abacussettlements.com
Products: Life Settlement
Servicing: Please call for up to date list

Coventry
Contact: Peter Herschel
7111 Valley Green Rd.
Fort Washington, PA 19034
(877) 836-8300 Fax: (215) 233-3201
Website: www.coventry.com
Products/Services: Life Settlements, SWAPP®, Simplified Settlements®, Term Settlements, Continuing Education
Serving: Nationwide

ELA Settlement
Services L.L.C.
Contact: Paul H. Nagelberg
1435 Morris Ave.. P.O. Box 3137
Union, NJ 07083
(800) 388-0103 Fax: (908) 810-4159
email: pnagelberg@execlife.com
Website: www.elasettlementservices.com
Products/Services: Life Settlements

Genesis Asset Advisors LLC
Contact: Geoffrey Gottesman
222 Broadway, 19th Flr.
New York, NY 10038
516-945-6272 (877) 303-9777
Fax: (516) 945-6273
email: info@genesisknows.com
Website: www.genesisknows.com
Products/Services: Life Settlements
Serving: AL, AR, CA, CT, DE, FL, GA, IL, KS, MS, MI, MD, NJ, NY, OH, OR, PA, SC, TX, SD, WA, WY

Leisure Werden & Terry Agency
Contact: Dave Donchey, President
200 S. Los Robles Ave., Ste. 435
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, Disability, Annuities and Life settlements
Serving: Nationwide

Life Equity LLC
Contact: Ward Kerr
5611 Hudson Dr., Ste. 100
Hudson, OH 44236
(330) 342-7772, (800) 272-5189
Fax: (330) 342-7782
Email: info@lifeequity.com
Website: www.lifeequity.com
Products/Services: Life Settlements Purchaser & Servicer

Life Insurance Buyers, Inc.
Contact: Greg Albers, Linda Wilcher
9311 Cherokee Place
Leawood KS, 66206
(800) 936-5508
email: lindawilcher@lifeinsurancebuyers.com
email: gregalbers@lifeinsurancebuyers.com
Website: www.lifeinsurancebuyers.com
Serving: Nationwide

Life Insurance Settlements Inc.
1180 SW 36th Ave., Ste. 201
Pompano Beach, FL 33069
(866) 326-5433 Ext. 1015
(954) 315-2840 Fax: (954) 337-5731
Website: www.LiSettlements.com
Products/Services: Life Settlements, Free Policy Appraisal, Free E&O Coverage, Mktg. & Compliance Available,
Serving: Nationwide

The Lifeline Program
1979 Lakeside Parkway, Ste. 200
Tucker, GA 30084
(800) 252-5282 • (770) 724-7300
Fax: (678) 248-0522
email: info@thelifeline.com
Website: www.thelifeline.com
Products/Services: Life Settlements

Life Settlement Solutions Inc.
Contact: Harold Haynes
4747 Viewridge Ave., Ste. 108
San Diego, CA 92123
(858) 576-8067 Fax: (858) 576-9329
email: info@lifefirms.com
Website: www.lss-corp.com
Products/Services: Life Settlement Provider
Serving: Nationwide

Maple Life Financial
4350 East West Hwy., Ste. 900
Bethesda, MD 20814
(877) 777-0635 Fax: (301) 951-1351
email: moreinfo@maplelf.com
Website: www.maplelifefinancial.com
Product/Services: Secondary Market for Life Insurance, Life Settlement Origination and Servicing
Serving: Nationwide

Melville Capital
Contact: Doug Himmel
528 Arizona Ave Suite 205
Santa Monica, CA 90401
(310) 943-5370 (866) 511-5990
email: Dhimmel@MelvilleCapital.com
Website: www.melvillecapital.com
Products/Services: Life Settlements
Serving: Nationwide

Noble Financial &
Insurance Services, Inc.
Contact: Ben Levine
23901 Calabasas Road, Suite 2018
Calabasas, CA 91302
(818) 456-4754 Fax (818) 239-4415
website: www.nfisinc.com
email: Ben@nfisinc.com
Products/Services: Life, Disability, LTC, Annuities, Life Settlement
Serving: Nationwide

Ovid Corp
Contact: Peter Colis
1955 Franklin St., Unit 1
San Francisco, CA 94109
(800) 311-OVID (6843)
email: friend@ovidlife.com
website: www.ovidlife.com
Products/Service: Life Settlement
Serving: AL, CA, DE, MI, MS, NM, SC, WY

Q Capital Strategies, LLC:
Contact: Tony Blankenship
2424 N. Federal Highway, Ste. 460
Boca Raton, FL 33487
(212) 418-3273, (561) 886-4600
Fax: (561) 886-4601
email: info@qcapital.com
Website: www.qcapital.com
Products: Life Settlements
Serving: Nationwide except AK, ID, ND, PR, VT, WV

Reliant Life Shares
Contact: Andrew Murphy, CEOx
15260 Ventura Blvd., Suite 1420
Sherman Oaks, CA 91403
(818) 788-1904
email: andrew@reliantlifeshares.com
Website: www.reliantlifeshares.com
Products: Fractional Life Shares, Life Settlements, Funding Entity
Serving: California

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
Services/Products: Health and Life Insurance, Covered California, Medicare Products, Annuities, Investment Advice, Charitable Remainder Trust, Sep-IRA, Roth IRA, Deferred Sales trusts, Life Settlements, Pensions, Long Term Care, California Partnership, Tax Strategies, California Insurance
Serving: Tax Strategies (Nationwide),
Insurance (California)

Trinity Financial Services LLC
Contact: Greg Scharfeld
609 E. Pine St.
Orlando, FL 32801
(866) 870-8746
(407) 523-1980, Fax: (407) 523-1871
email: info@trinityfinancialllc.com
email: greg@trinityfinancialllc.com
Website: greg@trinityfinancialllc.com
Products/Services: Life Settlements & Life Insurance Sales
Serving: Nationwide

Welcome Funds Inc.
Contact: Daniel Ohman, VP & COO
6001 Broken 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/Services: Secondary Market for Life Insurance
Serving: Nationwide

Long Term Care

LTC Associations

American Association
for Long-Term Care Ins.
Contact: Jesse Slome
32504 Carrie Place
Westlake Village, CA 91361
(818) 597-3205
email: jslome@aaltci.org
email: info@aaltci.org
Website: www.aaltci.org
Products/Services: Sales and Marketing
Serving: Nationwide

 
LTC Carriers

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
Serving: Nationwide

John Hancock LTC Insurance
Contact: LTC Sales Desk
197 Clarendon
Boston, MA 02116
(800) 270-1700 Ext. 1
Website: www.jhltc.com
Products/Services: LTC Insurance, Sales & Marketing Support
Serving: California and Nationwide

Mutual of Omaha Insurance Company
Mutual of Omaha Plaza
Contact: Brokerage Sales Support
Omaha, NE 68175
(800) 693-6083
email: sales.support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: Long-Term Care Insurance
Serving: Nationwide

LTC Sales & Marketing

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
Serving: Nationwide

AmeriCal Advanced Insurance Solutions, LLC.
Contact: Gene Tapper
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
(310) 441-5699 ext. 169
(866) 311-2656 ext. 169
Fax: (310) 441-5660
email: gtapper@americalltc.com
Website: www.americalltc.com
www.ltc411.com
Products/Services: Specialists in Long-Term Care Insurance Strategies
Serving: Nationwide & International

American Association
for Long-Term Care Ins.
Contact: Jesse Slome
32504 Carrie Place
Westlake Village, CA 91361
(818) 597-3205
email: jslome@aaltci.org
email: info@aaltci.org
Website: www.aaltci.org
Products/Services: Sales and Marketing
Serving: Nationwide

American Financial Marketing LLC
Contact: Gail Kane
400 Highway 169 South, Ste. 200
Minneapolis, MN 55426
(763) 593-0905 (800) 880-3072
Fax: (763) 545-5223
email: gailk@afmus.com
Website: www.afmus.com
Products/Services: LTC Marketing and Sales Support
Serving: Nationwide

American Independent Marketing
Contact: John Hennessey
511 W. A St., Yakima, WA 98902
(800) 672-7202 Fax: (800) 829-0391
email: john.hennessey@whyaim.com
Products/Services: Sales & Marketing
Serving: Nationwide

American Insurance Marketing Services Inc.
Contact: Ashley Aaron
101 TechnaCenter Drive
Montgomery, AL 36117
(334) 260-6509 (800) 325-9876
Fax: (334) 272-8342
email: info@aimsltc.com
Website: www.aimsltc.com
Serving: Nationwide

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

Capitas Long Term Care
Contact: Rich Kupetsky, CLTC
9915 Mira Mesa Blvd, Suite 110
San Diego, CA 92131
877-800-LTCI (5824), Ext. 104
Email: rich.kupetsky@capitasfinancial.com
Website: www.capitasfinancial.com
Products: LTC, Life
Serving: Nationwide

DI & LTC Insurance Services
Contact: Jack B. Schmitz
4302 Redwood Highway, Ste. 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/Services: DI, LTC, CI
Serving: Northern CA and Nationwide

ICB/Individual Commercial Brokerage
Contact: Rick Eldridge
500 International Dr., Ste. 305
Bud Lake, NJ 07828
(973) 538-5511, (800) 422-0696
Fax: (973) 361-0047
email: richard.e@youricb.com
Website:www.youricb.com
Products/Services: LTC Mktg. & Sales, and Life
Serving: Nationwide

John Hancock LTC Insurance
Contact: LTC Sales Desk
197 Clarendon
Boston, MA 02116
(800) 377-7311 Ext. 115602
Website: www.jhltc.com
Products/Services: LTC Insurance, Sales & Marketing Support
Serving: California and Nationwide

LifeStyle Insurance Service, Inc.
Long-Term Care Insurance
Contact : Carol Gardner
30270 Rancho Viejo Rd., Ste. B
San Juan Capistrano, CA 92675
email: cgardner@lifestyleinsurance.com
Website: www.lifestyleinsurance.com
(949) 272-2260 (949) 493-2056
(800) 493-2056 Ext. 260
Fax: (949) 493-8366
Products/Services: LTC Sales & Marketing
Serving: Nationwide

LTC Consultants
President: Phyllis Shelton
Contact: Lawrence Vivenzio
108 Rhoades Lane
Hendersonville, TN 37075
(615) 590-0314 (888) 400-1118 ext. 120
Fax: (615) 590-0307
email: lawrence@ltcconsultants.com
Website: www.ltcconsultants.com
Products/Services: LTC Sales & Marketing Tools, Online & Onsite LTCi Training, Consumer Seminars, Motivational Speeches
Serving: Nationwide

LTCiTraining .com
P.O. Box 409, Rabun Gap, GA 30568
(866) 400-5224 Fax: (813) 464-8018
email: Jennifer@LTCiTraining.com
Website: www.LTCiTraining.com
––––––––––
Mutual of Omaha Insurance Company
Mutual of Omaha Plaza
Contact: Brokerage Sales Support
Omaha, NE 68175
(800) 693-6083
email: sales.support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: Long-Term Care Insurance
Serving: Nationwide

PIMSCO
Contact: Holly Mednick
5700 1st Ave. N.
St. Petersburg, FL 33710
(800) 329-5799 (800) 810-5678
Fax: (727) 579-9767
email:  hmednick@pimsco.com
Website: www.PIMCSO.com
Products/Services: Annuities, Life, LTC Sales & Marketing
Serving: Nationwide

SellingLTC.com
Contact: Jennifer Ivey
P.O. Box 409
Rabun Gap, GA 30568
(877) 603-2771, Fax: (813) 464-8018
email: info@sellingltc.com
Website: www.sellingltc.com
Products/Services: LTCI Sales Marketing and Presentation Solutions, Custom Website.
Serving: Nationwide

Senior Market Sales, Inc.
Contact: Dan Trumblee
8420 West Dodge Rd., 5th Flr.
Omaha, NE 68114-3446
(402) 397-3311 Ext. 4
(800) 786-5566, Fax: (402) 397-0455
email: dtrumblee@seniormarketsales.com
Website: www.seniormarketsales.com
Products/Services: LTC Sales & Marketing, Life insurance, Annuities, Medicare Advantage, Medicare Supplement, Dental, Software, Practice Management, Backoffice support
Serving: Nationwide

Specialists in
Health Insurance Services
Contact: Ted Porter
3050 Citrus Circle, Ste. 114
Walnut Creek, CA 94598
(800) 300-1376 Fax: (925) 934-3023
email: tedp@sihis.com
Website: www.sihis.com
Products/Services: LTC Sales & Marketing
Serving: Nationwide

Life Regional Offices

BEST Life and Health
Insurance Company
Contact: Paul Peatross
17701 Mitchell North
Irvine, CA 92614-6028
(800) 237-8543 Ext. 169, (949) 222-2169
email: ppeatross@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

Boston Mutual Life
Life-Group Sales Office
Contact: Jeff Jacoby-Group Sales Mgr.
14651 Dallas Pkway., Ste. 140
Dallas, TX 75254
(800) 959-9575 Ext. 622
Fax: (972) 789-0176
email: jeff_jacoby@bostonmutual.com
Website: www.bostonmutual.com

Crump Life Insurance Services
Contact: Bill Cooney
8950 Cal Center Dr., Building 2, Ste. 250
Sacramento, CA 95826
(800) 453-5693, (916) 403-4351
Fax: (801) 517-7767
email:  bill.cooney@crump.com
Website: www.crumplifeinsurance.com
Services: Broker/Dealers, Full Service Insurance Brokerage
Products: Variable Annuities, Variable Life, Fixed Annuities, Insurance Products.

Great West Financial
Contact: Cheney Hunt
18093 Bluegrass Rd.
Ramona, CA 92065
(760) 788-7311, Fax: (760) 788-7025
email: cheney.hunt@gwrs.com
Website: www.gwrs.com
Serving: San Diego County

The Guardian Life Insurance Company of America
Southern California (LA, OC, IE, San Diego)
Central California (Fresno, San Luis Obispo & south)
Contact: Joe Stefano, Regional Director
888 S. Figueroa St., Ste. 480
Los Angeles, CA 90017
(800) 662-6464
email: jstefano@glic.com
Northern California (Bay Area, Sac, all other NoCal)
Contact: Rick Porterfield
1333 N. California, Ste. 100
Walnut Creek, CA 94596
(415) 828-1990
Website: www.guardianlife.com
email: richard_porterfield@glic.com

John Hancock Retirement
Plan Services
Contact: Derek MacDougall
117 E. Colorado Blvd., Ste. 204
Pasadena, CA 91105
(818) 552-3400 ext. 857644
(800) 766-2685
email: derek_macdougall@Jhancock.com
Website: www.Jhpensions.com
Serving: Pacific Region

John Hancock
Retirement Plan Services
Contact: Howard Joelson
18100 Von Karman Ave., Ste. 400
Irvine, CA 92612
(949) 442-1530, (800) 451-8775
Fax: (949) 442-1540
email: howard_joelson@jhancock.com
Website: jhonhancock.com
Serving: Orange County

Oxford Life Insurance Company
Contact: Licensing and Contracting
2721 N. Central Ave.
Phoenix, AZ 85004
(602) 263-6666, (800) 308-2318
Fax: (866) 380-9691
email: MikeQuaranta@oxfordlife.com
Website: www.oxfordlife.com
Serving: Nationwide

Paramedical

APPS Portamedic
(877) 314-3771
email: support@appshq.com
Bakersfield
(661) 397-3063
APPS76@appsdom.com
Central Valley
(888) 764-9201
Lodi.CA@APPSdom.com
Garden Grove
(714) 748-4580
gardengrove.ca@APPSdom.com
Inland Empire
(909) 243-7900
inlandempire.ca@APPSdom.com
Los Angeles
(800) 439-2770
losangeles.ca@APPSdom.com
San Diego
(619) 497-0080
sandiego.ca@APPSdom.com
San Francisco
(650) 375-1750
sanfrancisco.ca@APPSdom.com
San Jose
(408) 551-0351
sanjose.ca@APPSdom.com
Ventura
(805) 654-0749
apps55@APPSdom.com
Walnut Creek
walnut.ca@APPSdom.com
(800) 972-9777
APPS16@appsdom.com

Examination Management Services Inc.
Chico (530) 895-3203
Email: chico.exam@emsinet.com
Colton (909) 370-0350
Email: colton.exam@emsinet.com
Van Nuys (818) 909-0807
Email: van_nuys.exam@emsinet.com
Irvine (949) 436-7497
Los Angeles – Gardena (310) 366-5820
Los Angeles – Wilshire (213) 616-0083
Email: LAWilshire.exam@emsinet.com
San Francisco Bay (510) 639-1813
Email: examsfbay762@emsinet.com
Orange County – Brea (714) 674-0724
Email: orangecounty.exam@emsinet.com
San Diego Branch (619) 758-7777
Email: san_diego_brn.exam@emsinet.com
Santa Clarita Valley – Canyon Country
(661) 251-3800
Email: santa_clarita.exam@emsinet.com

Exam_One

 

 

 

 

ExamOne,
A Quest Diagnostics Company
Visit us online: www.examone.com
Or contact your local branch office: Email: orangecounty@examone.com
Orange, Laguna Woods, Irvine, Huntington Beach, Santa Ana, Long Beach, Torrance, Redondo Beach,
(855) 570- 3926
San Diego, La Mesa, Chula Vista, Encinitas
(855) 570-3926
Email: SanDiego@examone.com
Glendale, West Hills, Simi Valley, Palm¬dale, Westlake Village, Santa Barbara
(855) 570-3926
Email: glendale@examone.com
Rancho Cucamonga, Riverside,
Loma Linda, Corona, San Bernardino, Chino, Beaumont, Lake Elsinore, Temecula, Whittier, Victor¬ville, Palm Springs, Indio, Upland
(855) 570-3926
Email: SanBernardino@examone.com
Concord, Walnut Creek, Antioch, Benicia, Berkeley, El Cerrito, Alameda, Fairfield, Manteca, Modesto
(925) 939-3655
Email: concord@examone.com
Santa Clara, San Jose, San Carlos
(866) 213-9496
Email: sanjose@examone.com
Burlingame, San Francisco
(650) 777-0955
Email: Burlingame@Examone.com

Medical Record Retrieval

MVP Record Retrieval
P.O. Box 5237. Modesto, CA 95352
(209) 342-6662
(866) 377-0018, Fax: (866) 377-0019
email: contactus@mvpretrieval.com
Website: www.mvpretrieval.com
Service: Nationwide APS & med. record retrieval

Datafied
Contact: Linda Nefos
1210 N. Jefferson St., Ste. P
Anaheim, CA 92807
email: lnefos@datafied.com
Website: www.datafied.com
(877) 328-2343 x. 242, Fax: (800) 922-3892
Service: APS Copy Service/Records Retrieval

Section 125

AFLAC, West Territory
Contact: Adam Michaels, Territory Vice Pres.
Jay Hutchins, Regional Vice President
12121 Wilshire Blvd., Ste. 1225
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: amichaels@aflac.com
jhutchins@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Northern California
Contact: Les Heinsen
12121 Wilshire Blvd., Ste. 1000
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: leheinsen@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, San Francisco Bay Area
Contact: Rich Kunz, Market Director
John DaVito, Senior Group Representative
601 Montgomery St, 14th floor
San Francisco, CA 94104
(415) 684-1520 Fax: (415) 684 1216
email: rkunz@aflac.com
jdavito@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Central California
Contact: Daniel Bredeson, Market Director
Andrew Fry, Group Representative
641 Higuera St, ste 300
San Luis Obispo, CA 93401
(805) 439-2000 Fax: (805) 439 2003
email: dbredeson@aflac.com
afry@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Greater Los Angeles- North
Contact: Brian Jaeggi, Market Director
Darryl Freni, Group Rep
520 N Central Ave, suite 630
Glendale CA 91203
(818) 696-1493 Fax: (818) 696-1496
email: bjaeggi@aflac.com
dfreni@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Greater Los Angeles- South
Contact: Christopher Hager, Market Director
Maisie Yang, Senior Group Representative
12121 Wilshire Blvd., Ste. 1000
Los Angeles CA 90025
(310) 744-6100 Fax: (310) 744-6199
email: chager@aflac.com
myang@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Orange County/ South Coast
Contact: Barry Mcpherson, Market Director
Richard Kendrick, Group Manager
2211 Michelson Drive, Ste. 1150
Irvine CA 92612
(949) 474-6009- Fax: (310) 744-6199
email: bmcpherson@aflac.com
rkendrick@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, San Diego
Contact: Andrew Grethel, Market Director
Colleen LaPrade, Group Representative
6005 Hidden Valley Road, Ste. 150
Carlsbad CA 92011
(760) 918-0991 Fax: (855) 442-3370
email: agrethel@aflac.com@aflac.com
claprade2@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

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

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: Cafeteria Plans, Dental (group); EOB Concierge, Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); Vision, Web Portal, Life (group), Debit Card, Payroll, HR
Serving: AZ, CA, CO, KS, NV, WA

BPI-Flex Administrators
Contact: Jennifer Overturf
Email: GregZ@BusinessPlansInc.com
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-4485 ext. 109
Fax: (949) 271-2714
email: info@BusinessPlansInc.com
Website: www.BusinessPlansInc.com
Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCOBRAPlan.com

www.myCobraPlan.com
Min. Case Size: 10
Products/Services: TPA Services (FSA, HRA, HSA, QTP), Total Compensation Statements, Cobra Administration, Retiree Billing

Choice Builder
Kevin M. Timone, Chief Sales Officer
721 S. Parker, Ste. 200
Orange, CA 92868
(866) 412-9254, Fax (866) 412-9261
Email: ktimone@choceadmin.com
Website: www.choicebuilder.com
Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Section 125, HR Support, Cal Perks Discounts
Min. Case Size: 2 to 99

CONEXIS, a division
of Wageworks.com
Contact: Marc McGinnis
721 S. Parker, Suite 300
Orange, CA 92868
(877) CONEXIS [266-3947] Ext. 4623
email: mmcginnis@wageworks.com
Website: www.CONEXIS.com
Products/Services: Employee Benefit Administration – FSA, HRA, HSA, Commuter Benefits, COBRA, and Direct Bill Services
Min. Case Size: 2 to Unlimited
Serving: Nationwide

Core Documents Inc.
Contact: Gene Ennis
P.O. Box 14538
Bradenton, FL 34280
(888) 755-3373, Fax: (941) 795-4802
email: coreservice@coredocuments.com
Website: www.CoreDocuments.com
Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan, Wrap SPD Documents
Serving: Nationwide

Ebix Inc.
Contact: Tony Bell
1 Ebix Way, John Creek,
GA 30097
(877) 805-2828, Fax: (559) 256-1009
email: tony.bell@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP,
Ebix Health (cont.)
Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
––––––––––
Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
P.O. Box 889, Coldwater, MI 49036
(517) 489-4581, Fax: (517) 278-0764
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services: Workforce Management Administrator for Human Capital Management, COBRA, FSAs, HRAs,HSAs, POP, Time and Attendance, HIPAA, Privacy & Security, Payroll, HR Services, Portability Solutions
Serving: Nationwide

JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678
(888) 542-4467, Fax: (805) 644-9676
email: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA

PayProLogo

 

 

 

 

PayPro Administrators
Contact: Bobbi Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRA, HSA, Sec. 125, Retiree Billing, SPD/Wrap Documents, Form 5500 Filing, ACA Reporting
Contact: Felix Acajabon for Pension & Pension Plan Administration
6180 Quail Valley Ct.
Riverside, CA 92507
(800) 427-4549 Fax: (951) 656-9276
(951) 656-9273 Ext. 226 Bobbi
(951) 656-9273 Felix
email: BobbiKaelin@pagroup.us
email: felixa@pagroup.us
email: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, ACA Reporting, ERISA Plan Docs & Reporting, Retiree Billing & Consolidated Billing Services

Tricast Inc.
Contact: Chris Lagnese
10400 W. Innovation Dr., Ste. 310
Milwaukee, WI 53226
(864) 266-0000
(888) 321-2021, Fax: (414) 302-9837
email: chris.lagnese@tricast.com
email: kristin.karakis@tricast.com
email: rob.bigalke@tricast.com
Website: www.tricast.com
Products/Services: Audit, PBM RFPs, Prescription Drug Plans, Sec. 125, Surveillance, Wellness, Fraud, Waste and Abuse
Min. Case Size: 25
Serving: Nationwide

Third Party Aministrators (TPAs)

Advantek Benefit Administrators
Contact: Erin Ellis
P.O. Box 45007, Fresno, CA 93718
(866) 556-7655, Fax: (559) 228-5460
email: eellis@santehealth.net
Website: www.advantekbenefit.com
Products/Services: TPA for Medical, Dental & Vision, COBRA/HIPAA, FSA, Utilization Review, Case Management, only TPA with on-site Medical Director, Nurses and Social Workers
Serving: Nationwide

Affordable Benefit Administrators Inc.
Contact: Marie Ackad,
Marketing Operations Manager
Cheryl Williams-Khoury, President
444 Irving Dr., Ste. 202, Burbank, CA 91504
(818) 842-0147, (800) 350-0148
Fax: (818) 842-0225
email: m_ackad@benefitsaba.com
Website: www.benefitsaba.com
Products/Services:Third Party Administorator specializing in Medical, Dental, & Vision Self-funded Plans. COBRA administration, HSA/HRA; Packaging EPO/PPO networks; Utilization Review/Case Management; Cafeteria Plans Administration; Insurance and Stop Loss Access with Traditional and Innovative stop loss design. We also specialize in creating and managing custom plan designs that are based on Fair Market Value Pricing Model.

AGIA Affinity Services
Contact: David H. McCarty
1155 Eugenia Place
Carpinteria, CA 93013
(800) 244-2462, Fax: (763) 416-4931
email: DMcCarty@AGIA.com
Website: www.agia.com
Products/Services: Associations, Financial Institutions, Unions
Insurance: Life, Supplemental Health, Accident, Disability
Non-Insurance: Emergency Assistance, MedFlight Freedom, Rescue 360, Evacuation, Travel and Security
Serving: Nationwide

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

Beneficial Administration
Contact: Angela Shelley
17701 Mitchell N.
Irvine, CA 92614
(949) 756-1000, (800) 854-7417
Fax: (949) 724-1603
Website: www.beneficialadmin.com
Products/Services: Individual, Small Group & Mid-Market Administration, “Fully Insured and ASO”
Serving: Nationwide

Benefit Resource, Inc.
Contact: Mimi Lyon, Senior Benefits Consultant
3090 Fite Circle, Ste. 101
Sacramento, CA 95827
(916) 363-2101 ext. 226, Fax (916) 363-4213
email: mlyon@benefitresource.com
Website: www.benefitresource.com
Products/Services: TPA, FSA, HRA, HSA, POP, CBP, and COBRA
Serving: Nationwide

Benefit Service Center
Contact: Scott Freeman
9500 Topanga Canyon Blvd.
Chatsworth, CA 91311
(800) 842-6635, Fax: (818) 678-0027
Website: www.bscinc.com
Products/Services: Employee Benefits Administration including: Premium Reconciliation, Billing, Eligibility, Open Enrollments, New Hire Administration, COBRA, Retiree Administration, Claims Advocacy, Database Management, and Call Center, FSA
Min. Case Size: 250
Serving: Nationwide

Benefit & Risk
Management Services Inc.
Contact: Paul Schafer
80 Iron Point Circle, Ste. 200
Folsom, CA 95630
(916) 467-1400 Ext. 1245
Fax: (916) 467-1401
email: paul.schafer@brmsonline.com
Website: www.brmsonline.com
Products/Services: Full-Service Employee Benefit TPA (Group Medical, Dental, Vision, Sec. 125, Flexible Spending Accounts, COBRA/HIPAA, medical management, and utilization review with proprietary Virtual Benefits Administration System (Vbas)
Min. Case Size: 50
Serving: Nationwide

Benefit Resource, Inc.
Contact: Mimi Lyon, Senior Benefits Consultant
3090 Fite Circle, Ste. 101
Sacramento, CA 95827
(916) 363-2101 ext. 226, Fax (916) 363-4213
email: mlyon@benefitresource.com
Website: www.benefitresource.com
Products/Services: TPA, FSA, HRA, HSA, POP, CBP, and COBRA
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: 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

BPI-Flex Administrators
Contact: Jennifer Overturf
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-4485 ext. 114
Fax: (949) 271-2714
email: info@BusinessPlansInc.com
Website: www.BusinessPlansInc.com

Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCOBRAPlan.com
Min. Case Size: 10
Products/Services: TPA Services (FSA. HRA. HSA. QTP), Total Compensation Statements, Cobra Administration, Retiree Billing

CaliforniaChoice®
Financial Department
721 South Parker, Suite 200
Orange, CA 92868
(800) 542-4218 Fax: (714) 542-4244
Email: ktimone@choiceadmin.com
Website: www.calchoice.com
Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Payroll Services, Cal Perks Discounts, HR Support
Min. Case Size: 1-100

Capitol Administrators
Contact: Dave Reynolds
2920 Prospect Park Dr., Ste. 210
Rancho Cordova, CA 95670
(916) 669-2510, Fax: (916) 669-0575
email: dreynolds@capitoladm.com
Website: www.capitoladm.com
Products/Services:TPAs
Min. Case Size: 50
Serving: Nationwide

Choice Builder®
Kevin M. Timone, Chief Sales Officer
721 S. Parker, Suite 200
Orange, CA 92868
Phone: (866) 412-9254, Fax (866) 412-9261
Email: ktimone@choiceadmin.com
Website: www.choicebuilder.com
Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Section 125, HR Support, Cal Perks Discounts
Min. Case Size: 2 to 99

Coastal TPA Inc.
Contact: Debi Hardwick
928 East Blanco Road, Ste. 235
Salinas, CA 93901
(831) 754-3800 Ext. 104
(800) 564-7475 Fax: (831) 754-3830
email: DHardwick@coastalmgmt.com
Website: www.coastalmgmt.com
Products/Services: Group Medical, Dental & Vision Claims Administration; Disease Management and Preferred Provider Panels, Medical and Dental Provider Networks
Min. Case Size: 50 to Unlimited
Serving: Nationwide

CONEXIS, a division
of Wageworks.com
Contact: Justine Sobczyk
721 S. Parker, Suite 300
Orange, CA 92868
(877) CONEXIS [266-3947] Ext. 4623
email: justine.sobczyk@wageworks.com
Website: www.CONEXIS.com
Products/Services: Employee Benefit Administration – FSA, HRA, HSA, Commuter Benefits, COBRA, and Direct Bill Services
Min. Case Size: 2 to Unlimited
Serving: 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 bundles 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

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/Services: Dental (group, ind.); Vision, Life, Disability, Medical Gap, Chiropractic/Acupuncture (group)
Min. Case Size: 1
Serving: CA

Direct Dental
700 Larkspur Landing Circle, Ste. 199
Larkspur, CA 94939
(415) 526-1401
Fax: (415) 454-2928
email: drjohn@directdentalplans.com
Website: www.directdentalplans.com
Products/Services: TPA

Discovery Benefits
Contact: Jen Keumerle
20555 Pascal Way
Lake Forest, CA 92630
(714) 767-8331
email: jkuermerle@discoverybenefits.com
website: www.discoverybenefits.com
Products: COBRA, FSA, HSA, HRA, TSA
Serving: Nationwide

Ebix Inc.
Contact: Tony Bell
1 Ebix Way, John Creek,
GA 30097
Fresno, CA 93710
(877) 805-2828 ext. 204
Fax: (559) 256-1009
email: tony.bell@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA

eflexgroup, Tasco Divisions
Contact: Tom Jacobs
2740 Ski Lane
Madison, WI 53713
(608) 243-8277, (877) 933-3539
Cell: (608) 220-7777
Fax: (877) 231-1287
email: marketing@eflexgroup.com
Website: www.eflexgroup.com
Products/Services: FSA, HSA, HRA, Transit, COBRA, Debit Card, On-Line Enrollment and Eligibility, ERI
SA Compliance SMLA
Min. Case Size: 2
Serving: Nationwide

Employee Benefits Specialists, Inc.
Contact: Jennifer Leugers
5934 Gibraltar Dr., #206
Pleasanton, CA 94588
(925) 460-3910, (800) 229-7683
Fax: (925) 460-3920
email: jennifer.leugers@ebsbenefits.com
website: www.ebsbenefits.com
Products: FSA, Section 132, COBRA, Retiree Administration, Invoice Reconciliation, Voluntary, WORKTERRA – our proprietary online enrollment and eligibility system
Serving: Nationwide

HealthNow Administrative Services
Contact: Dina Tank
2520 Venture Oaks Way, Ste. 450
Sacramento, CA 95833
(800) 220-2600, Fax: (916) 604-3470
email: dina.tank@healthnow.org
Website: www.hnas.com
Products: COBRA/HIPAA, Flexible Benefits, Self Funded Plans, Ancillary Products, Dental, Vision, Life & DI Insurance
Min. Case Size: 50 to Unlimited
Serving: Nationwide

Infinisource Inc.
Contacts: Vicki Burke
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(517) 489-4581, Fax: (517) 278-0764
email: vburke@infinisource.com
Website: www.infinisource.com
Products/Services: Workforce Management Administrator for Human Capital Management, COBRA, FSAs, HRAs, HSAs, POP, Time and Attendance, Payroll, HR Services
Serving: Nationwide

Innovative Pension Strategy & Design
Contact: Sidney Lopez
14251 Danielson St., Poway, CA 92064
(858) 748-6500, (858) 218-3441
Fax: (858) 748-0615
email: Sidney@ipsd.com
Website: www.ipsd.com
Website: www.innovativepension.com
Products/Services: 401(k), defined benefit plans
Min. Case Size: 1
Serving: Nationwide

JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678, (888) 542-4467
Fax: (805) 644-9676
email: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA

Kelsey National Corp.
Contact: Avery Smith
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 437-7271, (800) 366-5656 Ext. 241
Fax: (310) 390-3158
email: as@kelsey.com
Website: www.kelsey.com
Products/Services: TPAs
Min. Case Size: 1
Serving: Nationwide

Merchants Benefit Administration, Inc
Contact: Brittney Neidhardt
15974 N. 77th St., Ste. 102
Scottdale, AZ 85260
(800) 800-6543, Fax: (480) 776-5050
email: agentservices@mbaadmin.com
Website: www.mbaadmin.com
Products/Services: Dental (ind.), Health (Group), Life (Guaranteed Issue)
Min. Case Size: 1
Serving: Nationwide

MESVision
Contact: Mike Schell
345 Baker St.
Costa Mesa, CA 92626
(800) 877-6372, Fax: (714) 619-4670
email: mschell@mesvision.com
Website: www.mesvision.com
Products/Services: Group Vision Plans (Fully Insured and Self-Funded)
Min. Case Size: 5
Serving: Nationwide

MVI Administrators, Inc.
Contact: Jeff Van De Moere
1011 Camino Del Rio South, Ste. 300
San Diego, CA 92108
(619) 260-2660 (800) 927-8380
Fax: (619) 260-2666
email: jv@mviadmin.com
Website: www.mviadmin.com
Products/Services: TPAs

MWG Dental & Vision Plans
Contact: MWG Broker Services
P.O. 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;
Website: www.mwgbrokerservices.com
Plan Type: Group Indemnity, PPO
Products/Services: Group/Individual Dental & Vision Plans
Min. Case Size: 2
Serving: Nationwide

National Retirement Services Inc. (NRS)
Contact: John Towls
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) 622-3244
(800) 350-2172 Fax: (714) 622-3189
email: John.Towls@NRServices.com
Website: www.nrservices.com
Products/Services: TPAs, Profit sharing and Defined Benefit Plans
Min. Case Size: 1
Serving: Nationwide

OptumHealth
Contact: Matt Hayward
3110 Lake Center Drive
Santa Ana, CA 92704
(714) 445-0712, Fax: (800) 728-4880
email: matthew.hayward@optum.com
Website: www.optum.com
Products/Services: Employer Stop Loss, HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation, Biometric screening & Wellness Suite of Products
Serving: Nationwide

PayProLogo

 

 

 

 

PayPro Administrators
Contact: Bobbi Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRA, HSA, Sec. 125, Retiree Billing, SPD/Wrap Documents, Form 5500 Filing, ACA Reporting
Contact: Felix Acajabon for Pension & Pension Plan Administration
6180 Quail Valley Ct.
Riverside, CA 92507
(800) 427-4549 Fax: (951) 656-9276
(951) 656-9273 Ext. 226 Bobbi
(951) 656-9273 Felix
email: BobbiKaelin@pagroup.us
email: felixa@pagroup.us
email: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, ACA Reporting, ERISA Plan Docs & Reporting, Retiree Billing & Consolidated Billing Services

P&A Administrative Services, Inc.
Contact: Rick Neward
44 Auvergne
Newport Coast, CA 92657
(949) 202-8266, (800) 688-2611
Fax: (716) 855-7156
Email: newardr@padmin.com
Website: www.padmin.com
Products/Services: FSA, HRA, HSA, Commuter, COBRA and Retiree Billing
Min. Case Size: 10

Pinnacle Claims Management, Inc.
Contact: Daniel Baker, Director of Sales
15525 Sand Canyon
Irvine, CA 92618
(800) 649-9121, Fax: (949) 809-6627
Website: www.pinnacletpa.com
Products/Services: Full-service health benefits administration for self-funded employers. Offering medical, dental, pharmacy, vision, FSA, COBRA, and retiree administration, in addition to PinnacleRx Solutions, a pharmacy benefit manager and health management options through Pinnacle Health Management. Online tools, proprietary networks, and customized reporting available to empower both the employer and their employees. Also provides administration, sales and agent support for Covered California for Small Business.
Serving: Western United States

Polycomp Administrative Services Inc.
Contact: Tali Vaughn
404 Camino Del Rio South, Suite 608
San Diego, CA 92108
(619) 683-2030, (800) 572-4122
Fax: (619) 683-2022
Email: tvaughn@polycomp.net
Website: https://www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Benefit Plans, Self-Directed IRAs

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
Min. Case Size: 100
Serving: Nationwide

PRB Administrators
1990 S. Bundy Drive, Ste 410
Los Angeles, CA 90025-1448
(310) 909-1746, Fax: (424) 248-2430
email: bjines@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.

Precept Insurance Solutions LLC
Contact: Karen Reid
130 Theory, Ste. 200
Irvine, CA 92617
(949) 955-1430, (800) 344-1430
Fax: (949) 955-9471
email: info@preceptgroup.com
Website: www.preceptgroup.com
Services: Group Health, HSA, Self-Funded Administration, Life, AD&D, Cafeteria Plans, Dental, Vision, Wellness, 401(k), Pension Plans/Profit Sharing, Benefits Outsourcing and Administration, COBRA
Serving: Nationwide

Redwood Health Services
Contact: John W. Nacol
3510 Unocal Place, Ste. 108
Santa Rosa, CA 95403
(707) 525-4370, (800) 548-7677 ext.121
Fax: (707) 525-4270
email: jnacol@rhs.org
Website: www.rhs.org
Plan type: PPO, FSA, POP, HRA
Products/Services: Health Plans, COBRA, Third Party Administration
Min. Case Size: 2-1000
Serving: Nationwide

Superior Administrators Inc.
Contact: Charles Carr
3720 S. Susan St., Ste. 200
Santa Ana, CA 92704
(714) 429-1700 ext. 213
(888) 429-9090 ext. 213 Fax: (714) 429-1393
email: ccarr@superioradministrators.com
Website: www.superioradministrators.com
Products/Services: TPA
Serving: Nationwide

TASC – Total Administrative
Services Corporation
Contact: Darren Howell, Regional Sales Director-California
2302 International Lane
Madison, WI 53704-3140
(800) 422-4661 ×2697
Fax (608) 316-6044
Email: darren.howell@tasconline.com
website: www.tasconline.com
Products: Flexible Spending Accounts, POP plans, HRa/HSA, ERISA Compliance, HIPAA Compliance, COBRA, FMLA Administration, Payroll, GiveBack Employee Giving Programs
Min Case Size: 1
Serving: Nationwide

TLC Administrators
Contact: Mary Tarell
3340 Walnut Ave., Ste. 290
Fremont, CA 94538
(510) 795-0103, (800) 533-0113
Fax: (510) 795-0858
email: mary@lipman.com
Website: www.myrsc.com
Products/Services: TPAs
Serving: Nationwide

Select Account
Contact: Morgan Anthony
1732 Aviation Blvd., #145
Redondo Beach, CA 90278
(310) 200-7435 (888) 460-4015
Email: morgan.anthony@selectaccount.com
Website: www.selectaccount.com
Products/Services: HSA, HRA, VEGA, FSA, LPFSA, DCAP, TRA, COBRA
Min. Case Size: 2
Serving: Nationwide

TripleChoicePlan
Contact: Jason Kent
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
(310) 470-2343 ext. 0 (800) 489-7577
Fax: (310) 441-5660
email: la.quotes@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products/Services: Dental, Vision, Orthodontia, Life and Disability
Min. Case Size: 2+
Product: Specialists in Group Dental, Life, Vision and Disability
Serving: Nationwide

Trust Administrators Inc.
Contact: Royce A. Charney, J.D.
1300 Clay Street, Ste. 600
Oakland, CA 94612
(888) 951-5556, Fax: (888) 951-1116
email: rcharney@trustadmin.com
Website: www.trustadmin.com
Products/Services: TPA for Cafeteria Plans, Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs), Direct Dental and Vision Reimbursement, COBRA, Commuter Benefits, Eligibility & Consolidated Billing Services
Min. Case Size: 100
Serving: Nationwide

United Administrative Services
Contact: Christie Tuminia
6800 Santa Teresa Blvd., Ste. 100
San Jose, CA 95119
(408) 288-4400, (800) 541-8059
Fax: (408) 288-4419
email: pbarrett@uastpa.com
Website: www.uastpa.com
Products/Services: TPAs
Serving: CA

Zenith American Solutions
Contact: Bonnie Payson
Phone: (702) 851-8281
Email: bpayson@zenith-american.com
Website: www.zenith-american.com
Products/Services; TPAs
Min. Case Size: 500
Serving: Nationwide
Arcadia – 5417 Peck Road
Arcadia, CA 91006
Phone: (626) 444-4600
Fax: (626) 258-4090
Covina – 1325 N. Grand Ave., Ste. 200
Covina, CA 91724
Phone: (626) 732-2100
Fax: (626) 732-2656
San Francisco – 221 Main Street, Ste. 250
San Francisco, CA 94105-1956
Phone: (415) 546-7800
Fax: (415) 546-0600
Toll Free: (800) 388-0508

Worksite Marketing

AFLAC, West Territory
Contact: Adam Michaels, Territory Vice Pres.
Jay Hutchins, Regional Vice President
12121 Wilshire Blvd., Ste. 1225
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: amichaels@aflac.com
jhutchins@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Northern California
Contact: Les Heinsen
12121 Wilshire Blvd., Ste. 1000
Los Angeles CA 90025
(310) 744-6101 Fax: (310) 744-6199
email: leheinsen@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, San Francisco Bay Area
Contact: Rich Kunz, Market Director
John DaVito, Senior Group Representative
601 Montgomery St, 14th floor
San Francisco, CA 94104
(415) 684-1520 Fax: (415) 684 1216
email: rkunz@aflac.com
jdavito@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3

AFLAC, Central California
Contact: Daniel Bredeson, Market Director
Andrew Fry, Group Representative
641 Higuera St, ste 300
San Luis Obispo, CA 93401
(805) 439-2000 Fax: (805) 439 2003
email: dbredeson@aflac.com
afry@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Greater Los Angeles- North
Contact: Brian Jaeggi, Market Director
Darryl Freni, Group Rep
520 N Central Ave, suite 630
Glendale CA 91203
(818) 696-1493 Fax: (818) 696-1496
email: bjaeggi@aflac.com
dfreni@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Greater Los Angeles- South
Contact: Christopher Hager, Market Director
Maisie Yang, Senior Group Representative
12121 Wilshire Blvd., Ste. 1000
Los Angeles CA 90025
(310) 744-6100 Fax: (310) 744-6199
email: chager@aflac.com
myang@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision), Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, Orange County/ South Coast
Contact: Barry Mcpherson, Market Director
Richard Kendrick, Group Manager
2211 Michelson Drive, Ste. 1150
Irvine CA 92612
(949) 474-6009- Fax: (310) 744-6199
email: bmcpherson@aflac.com
rkendrick@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AFLAC, San Diego
Contact: Andrew Grethel, Market Director
Colleen LaPrade, Group Representative
6005 Hidden Valley Road, Ste. 150
Carlsbad CA 92011
(760) 918-0991 Fax: (855) 442-3370
email: agrethel@aflac.com@aflac.com
claprade2@aflac.com
Website: www.aflac.com
Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Dis-ability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit State-ments, Per Diem Available
Minimum Group Size: 3
Serving: Nationwide

AIG Benefits Solutions
Employee Benefits Solutions
Contact: Jorge Aldana
777 S. Figueroa St., 17th Flr.
Los Angeles, CA 90017
(213) 689-3929 Fax: (866) 716-6722
email: jorge.aldana@aigbenefits.com
Website: http://www.aigbenefits.com
Products/Services: Dental, Vision, Life, Disability and Worksite Products, LTD, STD, Voluntary Benefits
Serving: Southern California Area

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

Assurity Life Worksite Division
Contact: Jim Quinney
Caliwaii Insurance Marketing
3031 Stanford Ranch Rd.
Rocklin, CA 95765
(916) 781-9850
Fax: (916) 248-4669
email: jim@caliwaii.com
Website: www.assurity.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide

benefitsCONNECT®
Contact: Jeff Franklin, Director of Business Development
3101 Zinfandel Drive., Ste. 200
Rancho Cordova, CA 95670
(916) 421-4000 Fax: (916) 307-5760
email: info@benefitsconnect.net
email: sales@benefitsconnect.net
email: jeff@benefitsconnect.net
Website: www.benefitsconnect.net
Products/Services: Online Benefits Enrollment and Administration
Serving: Nationwide

ChimientiLogo

 

 

 

Chimienti & Associates
Insurance Services
Contact: Toney Chimienti, President
3400 Mineral King, Ste. B
Visalia, CA 93291
(877) 733-1670 Fax: (559) 733-8058
email: info@chimienti.com
Website: 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 with LTC 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

Colonial Life & Accident Insurance Company
Contact: Mike Keller, Southwest Region Vice President of Sales
4965 Preston Park Boulevard, Suite 140
Plano, TX 75093
(972) 964-0250 Fax: (972) 964-0270
Email: mlkeller@coloniallife.com
Kristin Lease
301 E. Ocean Blvd., Ste. 2000
Long Beach, CA 90802
(562) 335-5648
klease@colonialife.com
Products/Services: Disability, Life, Accident, Cancer, Critical Illness,Dental, Supplemental Health, Benefits Communication, Enrollment.
Minimum case size: 3
Serving: Nationwide

Colonial Life & Accident Insurance Company – Southern California
Kristin Lease
Emails: KLease@ColonialLife.com
301 E Ocean Blvd, Suite 2000
Long Beach, Ca 90802
562-335-5648
Klease@coloniallife.com

Combined Worksite Solutions
Contact: Nathaniel Johnson
email: nathaniel.johnson@combined.com
Website: www.combined.com
(818) 388-6079
Products/Services: Disability income Protector, Universal Life Protector, Accident Protector Plus, Accident and Sickness Protector, Cancer Care Protector, Critical Care Protector, Catastrophic Accident Protector, Personal Accident, Term life Protector, Personal Accident Protector, Champion Accident, Champion Critical Illness, Lifetime Benefit Term

Ebix Inc.
Contact: Tony Bell
1 Ebix Way, Johns Creek,
GA 30097
(877) 805-2828, Fax: (559) 256-1009
email: tony.bell@ebix.com
Website: www.ebix.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA

Freedom Equity Group
Contact: Ron Petroinovich
154 W. Branch St.
Arroyo Grande CA 93420
(877) 329-6608
Fax: (619) 870-0212
email: ceopetro@fegcorp.com
Website: www.freedomequitygroup.com
Products/Services: Critical Illness, Worksite, Life (index & UL)
Serving: Nationwide

FirstVitals Health and Wellness
Contact: Ernie Lee
P.O. Box 2500
Danville, CA 94526
(925) 299-8015 (800) 922-8844
Fax: (925) 299-8010
email: ernie.lee@firstvitals.com
website: www.firstvitals.com
Serving: Nationwide

LifeLock Benefit Solutions Group
Contact: Shaun Walti, Sr. Sales Leader, Southwest Region
60 E. Rio Salado Parkway
Tempe, AZ 85281
(714) 916-7193
Email: shaun_walti@symantec.com
Website: www.lifelockbusinesssolutions.com/industries/employee-benefits
Products/Services: Worksite Marketing, Voluntary Benefits, LifeLock Benefits
Min. Case Size: 2
Serving: Nationwide

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.
Min. Case Size: 100
Serving: Nationwide

Transamerica Employee Benefits
Contact: Kerstin VanZanten
Territory VP
28556 Malabar Rd.
Trebuco Canyon, CA 92679
Cell: (951) 522-3905
email: kerstin.vanzanten@transamerica.com
Website: www.transamericaworksite.com
Home Office
Contact: Debbie Cooley
1400 Centerview Dr.
Little Rock, AR 72211
(501) 227-1271
Website:
www.transamericaemployeebenefits.com
Products/Services: Worksite Marketing
Serving: Western US.

Voluntary Benefits Conference
Contact: Jenny Dodson
8845 N. Military Trail
Palm Beach Gardens, FL 33413
(561) 790-1176
Fax: (866) 536-7041
email:
info@voluntarybenefitsmagazine.com
Website:
www.voluntarybenefitsconference.com
Products: Voluntary Benefits, Gap Plans, Ancillary Benefits
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: Voluntary Benefits
Serving: Nationwide

Worksite Resources, LLC
Northern California
Contact: Ed Ryska, Managing Principal
6010 Roblar Rd
Petaluma, CA 94952
(707) 664-0166, Fax: (707) 664-0411
Email: eryska@worksiteresources.com
Website: www.worksiteresources.com
Products: Voluntary and Ancillary Products, Workers’ Comp, Worksite Marketing, HR Resource Services