CA Broker 2016 Directory
General Agents Listing

2016_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. S.
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
714 W. Olympic Blvd., Ste. 745
(213) 765-0089, Fax: (323) 345-5089
Website: www.retirementchoices.org
Email: administrator@retirementchoices.org
Products: Accident; Annuities; Critical Illness; Defined Benefit Plans; Disability; Key Employee Insurance; Life (group, term, universal, whole); LTC; Retirement Planning Strategies; Personal Accounts; Section 79; Roth IRA; Supplemental Benefits (ind., group); Tax-Free Retirement; Worksite Marketing
Serving: Nationwide

Advanced LTC Insurance Services
Contact: Larry Banks
425 W. Broadway, Ste. 205
Glendale, CA 91204
(818) 547-6677 (800) 427-3209, Fax: (818)547-2220
Email: larry@advancedltc.com
Email: barry@advancedltc.com
Website: www.advancedltc.com
Products: Dental (Ind. Group); Health (Group, ind.); LTC, Life (group term, term, UL); Vision, Worksite Marketing

Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921, (866) 205-1936
(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 90025
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 (Individual)
Serving: Nationwide

American Capital Security Corp.
Contact: Paul D. Kaplan, CLU
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
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: bbennett@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
Contact: Michael Carroll
Tel: (302) 945-6906
email: mcarroll19@verizon.net
Services and Products: Health (group), Disability (individual), Life (term, whole life, guaranteed issue)
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: Joel Alvarez
1040 N. Tustin Ave.
Anaheim, CA 92807
(800) 498-6880
Fax: (800) 630-6344
email: jalvarez@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 Nine Insurance Services
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: 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
6809 Indiana Ave., # 147
Riverside, CA 92506
(866) 252-2977, Cell: (209) 601-2724
Fax: (888) 957-2977
email: agency@bayriverins.com
Website: www.bayriverins.com
Products: Annuities (ind., group); Cancer; Critical Illness; Disability (individual); Life; LTCI; Pension 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: Casey Allen
2300 Clayton Road, Suite 1540
Concord, CA, 94520
Phone: (925) 969-3200 (800) 354-6926
Fax: (925) 969-3238
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

BenefitMall (Central and Southern CA)
Contact: Casey Allen
6200 Canoga Avenue, Suite 300
Woodland Hills, CA 91367
Phone: (818) 348-1200, (800) 877-0101
Fax: (818) 226-6524
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
website: www.berwickinsurance.com
Products: Medicare Advantage, Medicare Supplement, PDP
Serving: Nationwide

BEST Life and Health Insurance Company
17701 Mitchell North
Irvine, CA 92614-6028
(800) 237-8543 Ext/ 169
(949) 222-2169
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, Special Risk, UL, Whole); Critical Illness; Final Expense; Health (individual and group); Dental (individual and group); Short Term Medical; International Major Medical; Cancer; AD&D; Disability; Excess Disability, Impaired Risk Disability; Health
Serving: Southern California and licensed in CA, AZ, NM, OR, TX, WA, NV

Brokers Marketing Service Inc.
3234 Corinna Drive
Rancho Palos Verdes, CA 90275
(800) 870-8702, (310) 793-8808
Fax: (310) 793-8816
website: www.bmstoolkit.com
Products: Long Term Care, Life, Disability, Annuities, Final Expense, Pension (401[k]), Special programs and Training in LTC, private banks
Serving: Nationwide

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) 59

Cavalier Associates
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

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

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: info@clockinsurance.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
Contact: Radi Miranda, LUTCF
2202 W Mills Drive
Orange, CA 92868
(714) 5458-2216, Fax: (714) 978-0518
email: cnmainsurance@aol.com
Website: www.cnmainsurance.com
Products: Critical Illness, Disability (individual and group), Health (individual, group, international major medical, travel), Life (guarantee issue, single premium, term, UL, whole life)

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.

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, David Flores
5865 Traffic Way
Atascadero, CA 93422
(805) 461-7388, (800) 990-9993
Fax: (805) 462-0410
Email: shawn@designsinlife.com
Email: david@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 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
55 5th St., Ste. 500
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

(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.

2635 Camino Del Rio South, Ste. 210

San Diego, CA 92108

(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

P.O. Box 16099, Fresno, CA 93755

191 West 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: Rudy Paulus

1055 W. 7th St., Ste. 3260

Los Angeles, CA 90017

(818) 638-3090, Fax (213) 480-940

email: rudy@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

18757 Burbank Boulevard, #303

Tarzana, CA 91356

(818) 938-5600 (800) 242-1120

Fax: (213) 383-0126

email: esilverstein@triadinsurancegroup.com

Website: www.triadinsurancegroup.com

Products: AD&D; Acupuncture; Annuities (ind., variable, group contract); Cafeteria Plans; Cancer; Chiropractic; Dental (ind., group); Disability (ind., group); Financial Planning; Health (group, integrated plans, Medicare bridge, HSA, ind., international major medical, Medicare supplement, Medicare bridge, short-term major medical, self-funded); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, variable); LTC; Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card; Vision; Workers’ Comp. (24 Hr. coverage); Worksite Marketing; California Choice Plan, Covered CA

Serving: Nationwide

––––––––––

Hartfield Financial
& Insurance Services, Inc.

Contact: Thomas, J. Hartfield

2731 Erringer Road Ste. 90

Simi Valley, CA 93065

(805) 522-5815

email: Tom@hartfieldfinancial.com

Website: www.hartfieldfinancial.com

Products: Annuities (ind.; Group; Variable); 401(k); Pension Profit Sharing; Financial Planning; Term; Universal Life,; Variable Life; Whole Life.

Serving: California

––––––––––

HD Mooers and Co.

Contact: Jeff Mooers

3688 Mount Diablo Blvd.

Lafayette, CA 94549

(925) 283-7310, (800) 303-7310

Fax: (925) 283-4768

email: jeffm@hdmooers.com

Website: www.hdmooers.com

Products: Annuities (ind.); Life (special risk, term, survivor)

Serving: Nationwide

––––––––––

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

500 Professional Center Dr., Ste. 515

Novato, CA 94947

(877) 598-8646, Fax: (415) 373-0786

email: email@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

––––––––––

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: jeff@jlsfirm.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 Counseling; 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: gkouzmanoff@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

––––––––––

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

––––––––––

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; 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: 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.

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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

––––––––––

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

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Mahalo Insurance Agency, LLC

Contact: Douglas Shimada

PO Box 6584

Moraga, CA 94570

(925) 899-7880, Fax: (888) 391-0211

email: dougMshimada@gmail.com

Products: Critical Illness, Dental (group, individual), Vision (group, individual), Life (group), Disability (group, individual), Health (group, international major medical), Worksite Marketing (life, LTD, STD)

Serving: AZ, CA, NV, OR, TX, UT, WA

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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

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Merchants Benefit Administration, Inc.

Contact: Brittany Neidhardt

15974 N. 77th St., Ste. 102

Scottsdale, AZ 85260

(800) 800-6543, Fax: (480) 776-5050

email: bneighardt@mbaadmin.com

Website: www.mbaadmin.com

Products: Dental (ind.); Health (group); Life (guaranteed issue)

Serving: Nationwide

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MHN, INC.

2370 Kerner Blvd.

San Rafael, CA 94901

(800) 327-2133

email: productinfo@mhn.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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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.

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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

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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

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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

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PRAM Insurance Services Inc.

Contact: David P. Wilson, CEO

1 Point Drive, Ste. 120

Brea, CA 92821

(714) 671-3951 ext. 12, Cell (714) 904-7850

Fax: (714) 255-0977

email: dwilson@pram.com

Website: www.pram.com

Products: Limited Benefit and Indemnity Plans; MGU for Fully Insured Prescription Drug Card Plans for Traditional Employers, Associations; Voluntary Plans; Worksite; Services: National Registered Administrator “TPA” dedicated exclusively to providing Full Turnkey Pharmacy Administration; PBM Pharmacy Auditing for Employer Plans

Serving: Nationwide

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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.

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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

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The Producers Group

Contact: Eric Freundt

9171 Towne Centre Drive, Suite 350

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

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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

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Retirement Choices of California

Email: administrator@retirementchoices.org

714 W Olympic Blvd, Suite 745

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

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R.H. Insurance Services

Contact: Robert Hernandez

411 S. Riverside Ave.

Rialto, CA 92376

(323)-582-4392, (909 )877-2032

(800) 529-2690, Fax: (909) 874-7454

email: rhinsurance@rhaccounting4u.com

Website: www.rhaccounting4u.com

Products: Dental (group, ind.); Health (group, ind.,); Life (guaranteed issue, single premium whole life, term, universal life, whole life); Vision; Workers’ Comp,

Serving: CA

––––––––––

Rogers Benefit Group

Contact: Dave Di Maria, Susan Diaz

130 N. Brand Blvd., Ste. 310

Glendale, CA 91203

(818) 502-3800 ext. 11

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

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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

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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

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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

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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

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Senior Market Sales, Inc.

Contact: Dan Trumblee

8420 W. Dodge Rd., 5th Floor

Omaha, NE 68114

(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

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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.

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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

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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 (Life/Long-Term Care Insurance)

Serving: CA

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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

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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

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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

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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

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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

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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

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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

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Thomson Ins. Broker/RTIB, Inc.

Contact: Rich Thomson, George 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

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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: swhitehead@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

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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

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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

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