ANNUITIES (Individual)
ACE Benefis Group, LLC
Contact: Jaron P. Hamlett, Sr.
1918 Riverside Drive
Los Angeles, CA 90039
(323) 805-2923
Fax: (323) 375-1414
e-mail: jp@acebenefitsgroup.com
Website: www.acebebefitsgroup.com
Products: Accident; Annuities (ind., group contract); Cancer; Critical Illness; Disability (ind., group); Life (group term, guaranteed issue, living payout option, single premium whole life, survivor, term, universal life, whole life); LTC, Worksite Marketing
Serving: CA
ADVANCED EQUITIES INSURANCE SERVICES/FIRST ALLIED
Contact: Jerry Vanderzanden, CLU
Managing Director, Advanced Equities Insurance Services
655 W. Broadway, Suite 1050
San Diego, CA 92101
(925) 855-6144 office
(925) 997-2277 mobile
(610) 229-7743 fax
Email: jvanderzanden@advancedequities.com
Website: www.advancedequities.com
Services: Advanced Equities Insurance Services provides insurance solutions for independent financial advisors at First Allied Securities, Inc. and Advanced Equities Wealth Management.
Products: Fixed Annuities, Indexed Annuities, Term Life, Universal Life, Index Universal Life, Variable Universal Life, Whole Life, Long Term Care Insurance, Disability Income Insurance, Fixed Life Settlements
Serving: Nationwide
AMERICAN CAPITAL SECURITY CORP.
Paradigm Insurance Marketing
Contact: Paul D Kaplan, CLU
16601 Ventura Blvd., Ste. 307
Encino, CA 91436
(818) 380-0034
(800) 822-7251
Fax: 818-380-0203
Email: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal life); 419(e) single employer retirement dentals plan.
AMERICAN INSURANCE MARKETING GROUP, LLC
Contact: Brandon McDowell, CLTC
34145 Pacific Coast Hwy. #623
Dana Point, CA 92629
(866) 407-8552
Fax: (800) 652-3103
e-mail: mdowellinsurance@gmail.com
e-mail: brandon@myaimgroup.com
Website: www.MyAimGroup.com
Products: Critical Illness; Annuities (ind.); Disability (ind.); Life Insurance; LTC; Term, UL, special risk, and survivor UL
Serving: Nationwide
ANNUITY SOLUTIONS INC./WESTERN WORLD ANNUITY
Contact: Dorene Crist
21515 Hawthorne Blvd., Ste. 940
Torrance, CA 90503
(310) 540-5299
(800) 323-4032
Fax: (310) 316-1167
e-mail: dorenec@wwannuity.com
Website: www.annuitysolutions.com
Products: Annuities (ind.)
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
e-mail: 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 & LTC
Serving: Nationwide
BELAIR INSURANCE SERVICES INC.
Contact: Barry A. Sikov
522 S. Sepulveda Blvd., #207
Los Angeles, CA 90049
(310) 476-9720
(888) 327-4568
Fax: (310) 476-9731
e-mail: insurer9@aol.com
Products: Acupuncture, Annuities (ind.,variable); Cafeteria Plans, Cancer, Chiropractic, COBRA Compliance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (ind., HSA, group, integrated plans, international major medical, Medicare bridge, Medicare supplement, short-term major medical); Life (group term, survivor, term, universal life, variable); LTC, Pension (pension plans/profit sharing, 401[k]); Vision, Worker's Comp, Worksite Marketing
Serving: CA, DC, FL, MT, NV, TX
BENEFIT RESOURCES GROUP
Contact: David C. Comer
3415 S. Sepulveda Blvd., 7th Floor
Los Angeles, CA 90034
(310) 482-6772
(800) 471-6588
Fax: (310) 482-6704
e-mail: dcomer@brg-ca.com
website: www.brg-ca.com
Mailing Address:
1201 Alta Loma Rd.
West Hollywood, CA 90069
Products: Annuities (ind.); Dental (group); Disability (ind., group); Health (international major medical, group, HSA, Medicare supplement); Life (group term, term, universal life, whole life); LTC, Pension (401[k])
Serving: Nationwide
BENEFITMALL
Contact: Chris Peters
466 W. Fallbrook, Ste. 102
Fresno, CA 93711
(800) 477-1432
Fax: (559) 436-2544
e-mail: anned@BenefitMall.com
Website: www.BenefitMall.com
Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (group, HSA, ind., Medicare supplement, prescription drug card, short-term major medical); Life (group term, term); Pension (401[k]); Vision
BENEFITMALL
Contact: Fred Robertson
21300 Victory Blvd., Ste. 400
Woodland Hills, CA 91367
(818) 226-6502
(800) 877-0101
Fax: (818) 226-6598
e-mail: fred.robertson@benefitmall.com
Website: www.BenefitMall.com
Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (ind., group, HSA, Medicare supplement, short-term major medical); Life (group term, term); Pension (401[k]); Vision
BENEFITMALL
Contact: Tom Lindberg
Tina Baumgartner
1000 Burnett Ave., Ste. 440
Concord, CA 94520
(925) 969-3204
(800) 354-6926
Fax: (925) 969-3238
(877) 230-8160
e-mail: tom.lindberg@BenefitMall.com
e-mail: tinab@Benefitmall.com
Website: www.BenefitMall.com
Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (group, HSA, ind., Medicare supplement, short-term major medical); Life (group term, term); Pensions (401[k]); Vision
BENEFITMALL
Contact: Stephanie Bullis
500 N. College Blvd., Ste. 1400
Orange, CA 92868
(714) 940-1146
(800) 966-3791
Fax: (714) 940-1198
e-mail: stephanieb@BenefitMall.com
Website: www.BenefitMall.com
Products: AD&D, Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (group, ind.); Health (ind., group, HSA, Medicare supplement, short-term major medical); Life (group term, term); Pensions (401[k]); Vision
Serving: Nationwide
BERBOWER INSURANCE AGENCY
Contact: Mark Berbower
PO Box 7688
Stockton, CA 95267-0688
(209) 405-1088
Fax: (209) 476-1101
e-mail: 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
Serving: CA
BILL PROCTOR & ASSOCIATES
Contact: Bill Proctor
42-800 Bob Hope Dr., Ste. #209B
Rancho Mirage, CA 92270
(760) 568-5348
(888) 905-9955
Fax: (760) 568-3309
e-mail: bill@proctor-insurance.com
Website: www.proctor-insurance.com
Products: AD&D, Annuities (ind., group contract); Cafeteria Plans, Cancer, Chiropractic, COBRA Compliance, Critical Illness, Dental (ind., group); Disability (ind., group); Financial Planning, Health (ind., integrated plans, international major medical, HSA, Medicare bridge, Medicare supplement, short-term major medical); Life (group term, guaranteed issue, living payout option, single premium whole life, survivor, term, universal life, whole life); LTC, Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card, Vision, Worker's Comp.; Worksite Marketing
Serving: All of CA
BSI INSURANCE SERVICES, INC.
Contact: Jim Cerf or Brandi Covington
421 Petaluma Boulevard North
Petaluma, CA 94952
(707) 778-8581
(800) 972-1474
Fax: (707) 778-0836
e-mail: bsi4ltc@pacbell.net
Products: Annuities (ind.); Health (Medicare Supplement); Life Insurance (term, universal life); Long Term Care Insurance
Serving: Nationwide
CARMICHAEL ASSOCIATES
Contact: Stan Carmichael
2535 Townsgate Rd., Ste. 213
Thousand Oaks, CA 91361
(805) 379-9374
Fax: (805) 379-1585
e-mail: scarmichael@foothillsecurities.net
Website: www.carmichaelassociates.com
Products: Annuities (ind.); Health (group, ind., integrated plans, Medicare bridge, Medicare supplement, self-funded
Serving: CA
CASSANI & ASSOCIATES INSURANCE SERVICES INC.
Contact: Louis J. Cassani, Joe Cassani
1391 Redondo Ave.
Long Beach, CA 90804
(562) 597-1919
(800) 388-5429
Fax: (562) 597-3292
e-mail: joe@cassaniinsurance.com
Website: www.cassaniinsurance.com
Products: Annuities (ind., variable); Critical Illness, Disability (ind.); Health (International Major Medical): Life (group term, guaranteed issue, living payout option, secondary market for life, policy exchange, single premium whole life, special risk, survivor, term, whole life, secondary market for life insurance); LTC, Pension, Worksite Marketing, 419
Serving: AK, AZ, CA, CO, FL, HI, ID, IL, KS, LA, MI, MO, MT, NC, NV, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY
CASTLE FINANCIAL & INSURANCE AGENCY
Contact: George Tisen
4141 Ball Rd. #289
Cypress, CA 90630
(866) 922-7853
Fax: (877) 564-8028
e-mail: ContactUs@CastleFINA.com
Website: www.castlefina.com
Products: Annuities, Critical Illness, Dental; Disability; Health; Life LTC; Pension
Serving: CA
CAVALIER ASSOCIATES INSURANCE SERVICES LLC
Contact: Jason Cavalier
2801 Townsgate Rd., Ste. 350
Westlake Village, CA 91361
(800) 350-2019
Fax: (805) 371-4899
e-mail: jason@cavalierassociates.com
Website: www.cavalierassociates.com
Products: Annuities (ind.,variable); Disability, Life (term, universal life, survivor, whole life, secondary market for life insurance)
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
Website: www.cencoinsurance.com
Products: Annuities (ind., variable); Disability (ind.); Life (charitable-giving programs, group term, indexed life, survivor, term, variable, universal life, whole life); LTC, Pension (401[k], pension plans/profit sharing)
Serving: Northern & Central CA
CPS/INTEGRATED MARKETING & INSURANCE SERVICES
Contact: Andy Holden
18551 Von Karman Ave., Ste. 150
Irvine, CA 92612
(949) 863-0700
(800) 326-LIFE
Fax: (949) 225-7102
e-mail: aholden@cpsinsurance.com
Website: www.cpsinsurance.com
Products: Annuities (variable, ind.); Critical Illness, Disability Income (ind.); Life (group term, guaranteed issue, single premium whole life, special risk, survivor, term, universal life, variable life, whole life); LTC
Serving: Nationwide
CPS Sacramento/Long Insurance Services
Contact: David Lang
3406 American River Dr., Ste. D
Sacramento, CA 95864
(916) 481-6290
(800) 922-6290
e-mail: larry@cpssac.com.com
Website: www.cpssac.com.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
e-mail: parks@cpsinsurance.com
Website: www.cpsimis.com
Products: Annuities (ind.); Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor term, universal life, whole life); LTC
Serving: San Diego & Nationwide
CPS/New Generation Insurance Marketing
Contact: Donald Cravitz, Tony Cravitz
15650 Devonshire St., #312
Granada Hills, CA 91344
(818) 920-1777
e-mail: tcravitz@cpsnewgen.com
Website: www.cpsnewgen.com
Products: Annuities (ind.); Critical Illness, Disability (ind.); Life (group term, guaranteed issue, single premium whole life, special risk, survivor, term, UL Ind., whole life); LTC
Serving: 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
e-mail: ron@ronviola.com
Website: www.ronviola.com
Products: Annuities (ind.); Critical Illness, Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, secondary market for life insurance)
Serving: Nationwide
CREEKMORE INSURANCE GROUP
Contact: Patrick McDaniel
365 Aulin Avenue.
Oviedo, FL 32765
(407) 359-5101 ext. 346
(407) 359-5106
(800) 359-5102
e-mail: patrick@lifeagents.com
Website: www.lifeagents.com
Products: Annuities (ind.), Financial Planning, Life (Group term; Guaranteed Issue; Policy exchange; single premium whole life; special risk; survivor; term; universal; whole life; life settlement, LTC
Serving: Nationwide
DI & LTC INSURANCE SERVICES
Contact: Jack B. Schmitz
P.O. Box 6943
San Rafael, CA 94903
(415) 472-4800
(800) 924-2294
Fax: (415) 472-7637
e-mail: jack@di-ltc.com
Website: www.di-ltc.com
Products: Annuities (ind.); Critical Illness, Disability (ind., group); Health (ind.); Life (term, universal); LTC, Worksite Marketing
Serving: CA, NV, OR, AZ
DUNHILL MARKETING & INSURANCE SERVICES INC.
2341 5th Ave.
San Diego, CA 92101
(619) 578-7800
(800) 659-1349
Fax: (619) 578-7819
e-mail: info@dunhillinsurance.com
Website: www.dunhillinsurance.com
Products: Annuities (F.I.A and Multi-Year Guarantee), Estate Planning, Life Insurance, LTC, Advanced Markets (Pension Plans, 401(k), Charitable Giving, Disability
Serving: Nationwide
EDWARDS/GLICK INSURANCE MARKETING
Contact: Edward Glick
23530 Lull St.
West Hills, CA 91304
(818) 996-9696
e-mail: edglick@eginsurance.net
Website: www.eginsurance.net
Products: Annuities (ind.); Cancer Insurance, Critical Illness, Dental (ind.); Financial Planning, Health (group, ind., Medicare supplement, short-term major medical); Life (group term, policy exchange, survivor, term, universal life, whole life); LTC
Serving: CA
E PRO INSURANCE AGENCY
Personalized Retirement Options
Contact: Erica L. Salda, CSA, president
463 Los Feliz Dr.
Santa Barbara, CA 93110
(805) 967-1780
(805) 886-6927
e-mail: EPROins@aol.com
Products: Annuities (individual); Health (individual, medicare bridge, medicare supplement, short term major medical, charitable giving programs); Life (group term, guaranteed issue, secondary market for life, single premium whole life, universal, whole life); LTC, Prescription Drug Card
Serving: Nationwide
EQUOTE
Contact: Richard Wira
2731 Shelter Island Dr., Ste. A
San Diego, CA 92106
(619) 222-7212
(800) 354-1666
Fax: (619) 221-8545
e-mail: staff@equote.com
Website: www.equote.com
Products: AD&D, Annuities (group, ind .); Critical Illness, Disability (group, ind.); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, secondary market for life, single premium whole life, special risk, survivor, term, universal life, whole life); Pension (401[k]); LTC
Serving: Nationwide
FAIRLANE FINANCIAL CORP.
Contact: Marketing
1200 S. Pine Island Rd. Ste. 100
Ft. Lauderdale, FL 33324
(800) 327-1460
Fax: (954) 476-0051
e-mail: info@888fairlane.com
Website: www.888fairlane.com
Products: Annuities (ind.)
Serving: Nationwide
FELDMANN INSURANCE AGENCY
Contact: Maureen Feldmann
72960 Fred Waring Dr.
Palm Desert, CA 92260
(760) 346-6565
Fax: (760) 346-4727
e-mail: mFeldmann@dc.rr.com
Products: Annuities, LTC, Health (medicare supplements)
Serving: Riverside County
FINANCIAL PROFESSIONALS GROUP
Contact: William T. Wright, CFP
1 Orchard, Ste. 215
Lake Forest, CA 92630
(949) 455-0119
(877) 455-0119
Fax: (949) 455-0113
e-mail: wwright@fpgonline.com
Website: www.fpgonline.com
Products: Annuities (ind.); Life (special risk); Universal Life, Survivor Life, Variable Life, Life (term); Whole Life, Premium Finance
Serving: Nationwide
FIRST RESOURCE INSURANCE SERV., INC.
Contact: Susan J. Edward
4901 Morena Blvd., # 102B
San Diego, CA 92117
(858) 272-7700
(866) 959-7700
Fax: (858) 272-7704
email: firstresource@sbcglobal.net
Product: Disability (Ind.), Annuities (Ind.), Life (Charitable Giving Programs, Policy Exchange, Universal, Variable, Whole Life), LTC.
FLEMINGS INSURANCE SERVICES
Contact: Hal L. Flemings
3198 Willow Tree Lane
Escondido, CA 92027
(760) 690-2167
(800) 310-8228
Fax: (760) 690-2173
e-mail: halflemings1@juno.com
Website: www.flemingsinsurance.com
Products: AD&D, Annuities (ind., group); Cafeteria Plans, Cancer, Chiropractic, Critical Illness, Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, integrated plans, international major medical, Medicare bridge, Medicare supplement, self-funded, short-term major medical); Life (group term, guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal); LTC, Pension (pension plan/profit sharing, 401[k]); Vision, Worker's Comp, Worksite Marketing
Serving: S. CA , OK, KS, MI, TX
FLYNN ASSOCIATES INSURANCE MARKETING INC.
Contact: George Cox
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
e-mail: ghcox@flynnassociates.com
Website: www.flynnassociates.com
Products: Annuities (ind.); Critical Illness, Disability (ind.); Health (international major medical); Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, life settlements); LTC, Specialty Markets.
Serving: Nationwide
FSD FINANCIAL SERVICES
Contact: Bob Affronti & Jeff Affronti
5530 Corbin Ave., Ste. 333
Tarzana, CA 91356
(818) 881-6970
(800) 373-9697
Fax: (818) 881-6973
e-mail: annuity@earthlink.net
Website: www.fsdfinancial.com
Products: Annuities (group, ind.); Life (term, universal, whole)
Serving: Most of the U.S.
GROUP BENEFITS INC.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 380-5812
(800) 242-1120
Fax: (213) 383-0126
e-mail: gsilverstein@triadinsurancegroup.com
Website: triadinsurancegroup.com
Products: AD&D, Acupuncture, Annuities (ind., variable, group contract); Cafeteria Plans, Cancer, Chiropractic, Dental (ind., group); Financial Planning, Disability (ind., group); Health (group, integrated plans, Medicare bridge, HSA, International major medical, Medicare supplement, 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, Worker's Comp., Worksite Marketing
Serving: Nationwide
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
Contact: THOMAS J. HARTFILED
980 Enchanted Way
Simi Valley, CA 93065
(805) 522-5815
e-mail: Tom@hartfieldfinancial.com
Website: www.hartfieldfinancial.com
Products: Annuiteis (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
P.O. Box 1487
Lafayette, CA 94549-1487
3688 Mount Diablo Blvd.
Lafayette, CA 94549
(925) 283-7310
(800) 303-7310
Fax: (925) 283-4768
e-mail: jeffm@hdmooers.com
Website: www.hdmooers.com
Products: Annuities (ind., variable); Life (special risk, term, survivor)
Serving: Nationwide
INSURANCE DESIGNERS
Contact: Jim Brennan
21860 Burbank Blvd., # 140
Woodland Hills, CA 91364
(800) 884-9950
Fax: (818) 676-1372
e-mail:jda.losangeles@verizon.net
Products: Annuities (ind., variable); Disability (ind.); Life (guarantee issue, secondary market, single premuim whole life, special risk, survivor, universal life, term, variable, whole); LTC
Serving: CA
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
e-mail: sales@irginsurance.com
Website: www.irginsurance.com
Products: Term, UL, Index UL, Whole Life, Variable, single premium, Second to die, Simple issue, Guarantee Issue life. Annuities(Fixed, Index, Variable), Disability, LTC. Life Settlement, Premium Financing, Pension Plans.
Serving: Nationwide and International
I. SANTOS INSURANCE ASSOCIATES, INC.
Contact: I. Santos
4590 Macarthur Blvd., #500
Newport Beach, CA 92660
(949) 852-5121
(800) 772-6867
Fax: (949) 852-5112
e-mail: is@isantos.com
Website: www.isantos.com
Products: Annuties (ind., variable); Financial Planning, Life (charitable-giving programs, group term, guranteed issue, living payout option, single premium whole life, survivor, term, universal life, variable, whole life); LTC
Serving: CA, AZ, NV, OR, LA, TX
J.K. INSURANCE MARKETING INC.
Contact: Gary H. Johnson
1042 W. Hedding St., Ste. 241
PO BOX 28100
San Jose, CA 95126
(408) 246-2701
(800) 221-7998
Fax: (408) 246-2733
e-mail: ghjohnson@jkinsurance.com
Products: Annuities (ind.); Disability (ind.); Life (survivor, term, universal life, whole life); LTC
Serving: Western US
JLS F.I.R.M. INC.
Contact: Vilma Moran
28562 Oso Pkwy., D-526
Rancho Santa Margarita, CA 92688
(949) 481-4671
Fax (949) 481-4674
e-mail: Jeff@jlsfirm.com
e-mail: jlsfirm@cox.net
Website: www.jlsfirm.com
Products: AD&D, Annuities (group, ind.,variable); Cafeteria Plans, Chiropractic Benefit, Dental (group, ind.); Disability (group, ind.); 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, 401(k); Pension plans/profit sharing, Prescription Drug Card, Vision, Worker's Comp
Serving: S. CA
JOHN HANCOCK FINANCIAL NETWORK
Contact: Frederick Johnson
2401 E. Katella Ave., Ste. 650
Anaheim, CA 92606
(714) 938-9300 ext. 130
Fax: (714) 938-9312
e-mail: fjohnson@jhnetwork.com
Website: www.Jhnetwork.com
Products: Annuities (ind.), Life (Survivor; Term; Universal Life; Whole Life, LTC
Serving: California
JONES ASSOCIATES FINANCIAL & INS. SVS. 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
e-mail: doug@jonesfinancial.com
Website: www.jonesfinancial.com
Products: Annuities (ind., variable, group contract); Disability (ind.); Financial Planning, Life (special risk, survivor, term, universal life, variable, whole life); LTC, Pension plans/profit sharing, 401(k)
Serving: S. CA
KNIGHT & ASSOCIATES
Contact: John H. Knight
10636 Scripps Summit Court, Ste. 112
San Diego, CA 92131
(858) 271-1511
e-mail: jhkjr@sbcglobal.net
Products: Annuities (ind., variable); Dental (group, ind.); Disability (group); Health (group, health HSA, ind., Medicare supplement); Life (single premium whole life, term, whole life); LTC, Pension (401[k], pension plans/profit sharing); Vision
Serving: Nationwide
LeCLAIR CORPORATION
Contact: Margaret LeClair
6701 Upper Afton Rd.
St. Paul, MN 55125
(651) 739-2010
(877) 532-5247
(651) 739-3265
e-mail: ml@leclairinsurance.com
Website: www.leclairinsurance.com
Products: Annuities (ind.); Cancer, Critical Illness, Dental (ind., group); Disability (ind., group); Health (ind., group, HSAs, Medicare supplement, short-term major medical); Life (special risk, term, universal life, whole life); LTC
Serving: Nationwide
LEGACY INSURANCE SERVICES
Contact: Rick Andersen
17310 Wright St. Ste. 200
Omaha, NE 68130
(402) 493-3007
(800) 493-3007
Fax: (402) 493-3507
e-mail: lis@legacyins.com
Website: www.legacyins.com
Products: Annuities (ind.); Life (guaranteed issue, single premium whole life, survivor, term, universal life, whole life); LTC
Serving: Nationwide
LIFEPRO FINANCIAL SERVICES, INC.
Contact: Ben Nevejans
11452 El Camino Real, Ste. 401
San Diego, CA 92130
(888) 543-3776
Fax: (858) 793-5990
e-mail: info@lifepro.com
Website: www.lifepro.com
Products: Annuities (indexed, fixed, ind., group, variable); Life (group term, guaranteed issue, single premium whole life, special risk, survivor, term, universal life, variable, indexed UL, whole life); LTC
Serving: Nationwide
LON E. LIGHT & ASSOCIATES
Contact: Lon E. Light
473 Helen Ave.
LaFayette, CA 94549
(925) 284-2907
Fax: (925) 284-2907
e-mail: lonelight@comcast.net
e-mail:: lonelight@hotmail.com
Products: Annuities; Financial Planning; Life Insurance; Single Premium Whole Life; Special Risk; Survivor; Term; Universal; Whole Life; Life Settlements
Serving: CA
MacKELLAR & ASSOCIATES
Contact: Michael MacKellar
3625 Thousand Oaks Blvd., #232
Westlake Village, CA 91362
(805) 373-0617
Fax: (805) 379-0727
Outside CA: (888) 387-8694
e-mail: mike@mackellerassociates.com
Website: www.mackellarassociates.com
Products: Annuities (ind., variable); Dental (group); Disability (ind.); Financial Planning, Health (short-term major medical); Life (living payout option, single premium whole life, survivor, term, universal life, variable, whole life)
Serving: CA & NV
MADISON BROKERAGE CORP.
Contact: Daniel P. Anderson
Contact: Ted Kilkuskie
65 Madison Ave., #200
P.O. Box 1940
Morristown, NJ 07962-1940
(973) 539-3232
(888) 539-3232
Fax: (973) 539-3737
e-mail: tkilkuskier@madisonbrokerage.com
Website: www.madisonbrokerage.com
Products: Financial Planning, Annuities (ind. Variable); Charitable Giving Programs, Life (group term, Guaranteed Issue, Policy Exchange, life settlements; Single Premium Whole Life, Special Risk, Survivor, Term, Universal, Variable, Whole Life), LTC.
Serving: Nationwide
MARSH PRIVATE CLIENT LIFE INSURANCE SERVICES
Contact: Garrett Devine, Senior Vice President
20750 Ventura Blvd., Ste. 300
Woodland Hills, CA 91364
(818) 932-7100
(800) 395-9888
Fax: (818) 932-7198
e-mail: salesmarketing@marshclis.com
e-mail: lifesupport@marshpclis.com
Website: www.marshpclis.com
Products: Critical Illness, Annuities (ind., group), Financial Planning, Life Insurance (Charitable Giving Programs, Special Risk, Survivor, Term, Universal, Variable, Whole life, Life Settlements), LTC, Worksite Marketing.
Serving: Nationwide
NATIONAL INSURANCE MARKETING CORP.
Contact: Kenneth B. Brunetta
3600 American River Dr., Ste. 240
Sacramento, CA 95864
(800) 274-7845
(916) 974-7845
Fax: (916) 974-7613
e-mail: ken@nimc.com
Website: www.nimc.com
Products: Annuities (ind.); Life (single premium whole life, special risk, survivor, term, universal life, whole life); Pension (pension plans/profit sharing)
Serving: Nationwide except NY
PARADIGM INSURANCE MARKETING
Contact: Paul D Kaplan
16601 Ventura Blvd., Ste. 307
Encino, CA 91436
(818) 380-0034
(800) 822-7251
Fax: (818) 380-0203
e-mail: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal life); 419(e) single employer retirement benefit plans.
PERRY FINANCIAL NETWORK INC.
Contact: Jeff Perry & Mike Taylor
13405 Folsom Blvd., Ste. 400
Folsom, CA 95630
(877) 475-5244
Fax: (916) 293-0101
e-mail: jeff@perryfinancial.net
e-mail: mike@perryfinancial.net
Website: www.perryfn.com
Products: Annuities (ind., variable); Life (term, universal life, survivor, variable, whole life); LTC
Serving: Western U.S.
PLANNED INSURANCE SERVICES
Contact: Robert Kasse
41 Peninsula Center Dr. Ste. 555
Rolling Hills Estates, CA 90274
(310) 375-0169
Fax: (310) 375-2319
e-mail: robertkasse@cox.net
Products: Annuities (ind., variable); Disability (ind.); Financial Planning, Health (ind., group, self-funded); Life (term, universal life, variable); Pension [401(k)], Medicare Supplements; LTC
Serving: S. CA
THE PRODUCERS GROUP
Contact: Rosetta Everts
27412 Aliso Creek Rd.
Aliso Viejo, CA 92656
(949) 268-5214
(800) 441-0140
Fax: (949) 362-3353
e-mail: Rosetta.Everts@thepg.com
Website: www.thepg.com
Products: Annuities (ind.); Life (special risk); Universal Life, Survivor Life, Variable Life, Life (term); Whole Life, Premium Finance, LTC ( ind.)
Serving: Nationwide
RAIN INSURANCE AND FINANCIAL SERVICES INC.
Contact: Robin L. Newell, Andre Newell
4504 Pony Court
Antoch, CA 94531
(925) 437-8902
Fax: (925) 777-0855
e-mail: rain_insurance@comcast.net
Products: Annuities (ind.), Disability (ind.), Health (Medicare supplement); Life (variable life); LTC, Pension (401[k]); Pension Plans/Profit Sharing.
Serving: CA
R. B. TWOGOOD INSURANCE SERVICES
Contact: Richard B. Twogood
5520 Wellesley St., Ste. 105
La Mesa, CA 91942
(619) 668-9199
(800) 266-9199
Fax: (619) 668-9260
e-mail: rtwogood@twogoodinsurance.com
Products: Annuities (ind.); Life (guaranteed issue, special risk, term, survivor, universal life, whole life)
Serving: CA
RIVER VIEW FINANCIAL AND INSURANCE SERVICES
and BAY RIVER INSURANCE SERVICES, INC.
Contact: F. Thomas Biglione
Stockton Office: 1330 W. Robinhood Dr., Ste. B Stockton, CA 95207
San Jose Office: 828 S. Bascom Ave., Suite 240, San Jose, CA 95128
Fresno Office: 516 W. Shaw Ave., Suite 200, Fresno, CA 93704
Placentia Office: 895 E. Yorba Linda Blvd., Suite 205 Placentia, CA 92870
Arcadia Office: 650 W. Duarte Road, Suite 209A Arcadia, CA 91007
(209) 957-2977
(866) 252-2977
Fax: (209) 297-2979
Fax: (888) 957-2977
e-mail: info@rvfis.com
Website: www.rvfis.com
Products: Annuities (ind., group); Cancer, Critical Illness, Disability (ind); Life, LTCI, 401(K);412(e)(3), AD&D, Life (term); Life (universal); Life (survivor), Life (guar issue); Life (living payout option); Life (policy exchange); Charitable Giving Programs, Single Premium Whole Life, Pension/Profit Sharing, Variable UL
RON MILCO FINANCIAL GROUP
The Safe Money Advisor
Contact: Ron Milco
38713 Tierra Suida 618
Palmdale, CA 93551
(661) 947-5084
Fax: (661) 947-5084
e-mail: RonMilcoFinGroup@Yahoo.com
Products: Annuities, Life Settlement, factual investing, Pension (Tax-Free Retirement Income Plans or other lines)
SAVE GAINS TAX
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
e-mail: pstraub@aol.com
Website: www.savegainstax.com
Products: Annuities, Pensions (pension/ profit sharing)
Serving Nationwide
SENIOR MARKET SALES, INC.
Contact: Dan Trumblee
8420 W. Dodge Rd., 5th Floor
Omaha, NE 68105
(402) 343-3689
(800) 786-5566 x 3689
Fax: (402) 343-9920
e-mail: dtrumblee@serniormarketsales.com
email: jims@serniormarketsales.com
Website: www.serniormarketsales.com
Products: Annuities (ind.); Critical Illness; Dental (ind.); Prescription Drug Card; Health (Int. Major Medical, Medicare Supplement; Short Term Major Med.); Life (gauranteed issue, Living Payout Option, single premium, whole life special risk, survivor, Term, universal, whole life, LTC
Southern Cal Health Ins. Specialists
Contact: Bob Smeeton
2219 E. Thousand Oaks Blvd., # 384
Thousand Oaks, CA 91362
(866) 606-6614
Fax: (936) 273-5072
email: bobsmeeton@aol.com
Products: Dental (Ind., Group); Annuities (ind.); Financial Planning; Health (Cobra, Group, Ind., Int. Major Medical, MSA's, Medicare Supplement, Short Term Major Med.; Life (Group term, Guranteed Issue, single Premium, special risk, survivor, term, universal, variable, whole life, life settlements); LTC
Serving: CA, TX
SYMETRA FINANCIAL
Contact: Sales Center
777 108th Ave. NE, Ste. 1200
Bellevue, WA 98004-5135
(800) 706-0700
(800) SYMETRA
Fax: (866) 532-1361
e-mail: invest@symetra.com
Website: www.symetra.com
Products: Annuities (ind., group, variable); 401(k); Pension/Profit Sharing, Disability/Group, Vision, Financial Planning, Health (group); Self-Funded Admin, Life (group); Life Settlements, Single Premium Universal Life, Term, Universal Life, Variable Life, Worksite Marketing, Limited Benefits Health Insurance.
Serving: Nationwide
TED ANDERSON INSURANCE SERVICES
Contact: Ted Anderson
1213 First Street, #109
Coronado, CA 92118
Bus: 619-435-3636
Fax: 619-435-3010
Email: tais1@san.rr.com
Products: Annuities (ind.); 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, special risk, survivor, term, universal life); LTC, Prescription Drug Card, Vision
Serving: CA
TOTAL FINANCIAL & INSURANCE SERVICES
Contact: Martin Greenberg, Craig Brown
11835 W. Olympic Blvd., #600
Los Angeles, CA 90064
(310) 477-7500
(800) 989-7500
Fax: (310) 575-3912
e-mail: mgreenberg@totalfinancial.com
e-mail: cbrown@totalfinancial.com
Website: www.TotalFinancial.com
Products: Annuities (ind., variable); Life (charitable-giving programs, guaranteed issue, survivor, term, universal life, variable, whole life, secondary market for life insurance).
Serving: Nationwide
TRIAD FINANCIAL INSURANCE MARKETING INC.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 383-4108
(800) 392-9977
Fax: (213) 383-0126
e-mail: gsilverstein@triadinsurancegroup.com
Products: AD&D, Acupuncture, Annuity (group contract, individual, variable); Cafeteria Plans, Cancer, Chiropractic, Dental (individual, group); Disability (individual, group); Financial Planning, 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, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, variable, whole life, secondary market for life insurance); LTC, Pension (401[k]); Prescription Drug Card, Vision, Worker's Comp, Worksite Marketing
Serving: Nationwide
WALLISER ASSOC. INSURANCE AGENCY INC.
Contact: Frank Walliser
7960 Soquel Dr., #403
Aptos, CA 95003
(408) 243-8645
(800) 634-0700
Fax: (408) 243-5866
e-mail: wallisco@walliserins.com
Website: www.walliserins.com
Products: Annuities (ind.); Critical Illness, Life (guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC
Serving: CA & Most Other States
ZENITH MARKETING GROUP
Contact: Tony DeGregoria
303 W. Main St., Ste. 200
Freehold, NJ 07728
(732) 577-1400
(800) 733-0054
Fax: (732) 577-0111
e-mail: info@zenithmarketing.com
Website: www.zenithmarketing.com
Products: Annuities (ind.); Disability
(ind.); Life (guaranteed issue, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC, Pension [401(k)]
Serving: Nationwid
