DISABILITY BENEFIT (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
AFFORDABLE HEALTH INS & SERVICE INC.
2359 West Torrance Blvd.
Torrance, CA 90501
(310) 320-4040
(800) 332-1990
Fax: (310) 320-0904
Website: www.ahi-affordablehealth.com
Products: Dental (ind., group); Disability (group, ind.); Health (group, ind., international major medical, Medicare supplement, short-term major medical); Life (group term, term); Vision
Serving: All CA
AIS
Contact: Douglas Shimada
One Kaiser Plaza, Ste. 1333
Oakland, CA 94612
(510) 893-5331
(800) 788-6524 x 125
Fax: (510) 893-4445
Email: doug@ais-insurance.com
Website: www.ais-insurance.com
Products: TPAs, Ancillary, Dental, Disability, Health, Group Life, Vision
Serving: AZ, CA, ID, KY, MT, NM, NV, OH, OR, TX, WA
ALTERNATIVE HEALTH INSURANCE SERVICES.
Contact: Brian Gorman
2245 N. Green Valley Pkwy # 315
Henderson, NV 89014
(408) 356-3859
(800) 966-8467
Fax: (208) 567-2507
Email: brian@alternativeinsurance.com
Website: www.alternativeinsurance.com
Products: Acupuncture; Chiropractic; Critical Illness; Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, prescription drug card, short-term major medical); Life (term)
Serving: CA, NV
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
ANDRAOS CAPITAL MANAGEMENT
Contact: John Andraos
655 N. Central Ave., #1550
Glendale, CA 91203
(818) 551-6600
(866) DIQUOTE
Fax: 818-551-6615
Email: jandraos@andraos.net
Email: asimon@andraos.net
Website: www.andraos.net
Products: Disability (group, ind.); Life (whole life); Pension [401(k)]; Pension Plans/Profit Sharing.
Serving: CA
ASSETS UNLIMITED INC.
Contact: Bill Metzger
1901 S. Bascom Ave., Ste. 1005
Campbell, CA 95008
(408) 879-3850
Fax: (408) 879-3855
e-mail: 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, policy exchange, special risk, survivor, term, universal life, whole life); LTC, Pension (401[k], pension plans/profit sharing); Vision
Serving: West Coast
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
BEST HEALTHCARE RATES.COM
Contact: Tom Garolan
PO BOX 1216
Arroyo Grande, CA 93421
(877) 812-5111
Fax: (805) 481-7299
e-mail: info@besthealthcarerates.com
Website: www.besthealthcarerates.com
Products: Dental (group, ind.); Disability (group, ind.); Vision; Health (group, ind.); HSA's; Short Term Major Medical; Life (group term, guranteed issue, single premium whole life, survivor, term, universal life, variable life, whole life)
Serving: CA, GG
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
BRILLIUM INSURANCE & FINANCIAL SERVICES
Contact: David J. Kono
1319 Spazier Ave.
Glendale, CA 91201-1149
(818) 359-8689
(818) 953-9805
Fax: (818) 557-0175
e-mail: dajkono@yahoo.com
Products: Annuities (group, ind.); Cafeteria Plans, Cancer Insurance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (group, HSA, ind., Medicare supplement, prescription drug card, short-term major medical); Life, (group term, guaranteed issue, policy exchange, single premium whole life, survivor, term, universal life, variable, whole life), LTC, Vision, Worker's Comp.
Serving: Los Angeles & Orange Counties
BROKERS MARKETING SERVICES INC.
Contact: Earle Robinson, Mitch Hicks
3625 Del Amo Blvd., Ste. 380
Torrance, CA 90503
(800) 870-8702
(310) 793-8808
Fax: (310) 793-8816
e-mail: info@bmsmarket.com
Website: www.bmstoolkit.com
Products: Annuities (fixed, index & medical underwritten SPIA'S) - Critical Illness ($5,000 to $500,000) - Disability (ind., buy/sell); Medical (international coverage), Life, Term, Life (whole life, universal, indes universal, single premium, survivor, life with LTC and Critical Care riders, Premium Financing, Life Settlements, Long Term Care, Retirement Plans, longevity insurance.
Serving: CA
BROWN & ASSOCIATES
Contact: Michael B. Brown
24012 La Chiquita Dr.
Mission Viejo, CA 92691
(949) 770-7679
e-mail: MB2email@cox.net
Products: Cafeteria Plans, Dental ( ind ., group); Disability (ind., group); Health (ind., group); Life (ind., group); LTC, Pension (401[k]); Worksite Marketing, Vision
Serving: Nationwide & International
BRYSON FINANCIAL GROUP
Contact: Trent Bryson
100 Oceangate, Ste. 401
Long Beach, CA 90802
(562) 435-4267
Fax: (562) 435-5639
e-mail: trent@bryfi.com
Website: www.brysonfinancial.com
Products: Dental (ind., group); Disability (ind.); Financial Planning, Health (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: LA & Orange Counties
CALIBRATED CAPITAL INC.
Calibrated International Benefits
International medical, international Life,
INTERNATIONAL K&R
Contact: Lisa Nguyen Cambria, LUTCF
P. O. Box 1208
Novato, CA 94948
(415) 892-3116
e-mail: lisa@calibrated.net
Website: www.calibrated.net
Products: International Risks for Life, Major Medical, Disability, K&R, Travel, Terrorism and more
Serving: Worldwide
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
CMG INSURANCE SERVICES
Contact: Cheri Murphy-Geary
2933 Gold Pan Court, Ste. E
Rancho Cordova, CA 95670
(916) 858-1600
(800) 842-9893
Fax: (916) 858-1607
e-mail: cmgins@aol.com
Products: Cafeteria Plans, Chiropractic, Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, Medicare supplement, prescription drug card, self-funded, short-term major medical); Life (group term, term, universal life, whole life); Vision, Worksite Marketing
Serving: Sacramento & Bay Area, N. CA
COHEN INSURANCE SERVICES
Contact: Marvin Cohen
21 West Laurel Dr., #54
Salinas, CA 93906
(831) 442-5511
Fax: (831) 442-5611
e-mail: mscohencsa@aol.com
Website: www.yourlifeandhealth.com
Products: Cafeteria Plans, Cancer, Dental (ind., group); Disability (ind., group); Health (ind., group); Life (group term, living payout option, term, universal life, whole life); LTC, Vision, Worksite Marketing
Serving: Central Coast CA, Monterey, Santa Cruz, San Benito, Santa Clara & San Luis Obispo Counties
COLONIAL LIFE EMPLOYEE BENEFITS
Contact: Michael J. McCormick
29811 Santa Margarita Pkwy., Ste. 100
Rancho Santa Margarita, CA 92688
(949) 452-9200
Fax: (949) 452-9209
E-mail: benecom@att.net
Products: AD&D, Section 125, Cafeteria Plans, Critical llness; Disability (ind., group); Health Savings Accounts; life (group term guaranteed issue, universal life, term, whole life); LTC; Prescription Drug Card; Vision; Worksite Marketing
Serving: S. 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/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
DAVID W. WHITE & ASSOCIATES
Contact: Donald L. Thomas, CFP
3150 Crow Canyon Place, Ste. 200
San Ramon, CA 94583
(925) 227-2663
Fax: (925) 277-2601
e-mail: 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 & ASSOCIATES
Contact: W. Ron Barnett
Contact: Kym Hopwood
P.O. Box 12675
Oakland, CA 94604
(510) 465-3090
Fax: (510) 452-2193
e-mail: rbarnett@insdra.com
e-mail: khopwood@insdra.com
Website: www.dealeyrenton.com
Products: Cafeteria Plans, Chiropractic, Dental (group); Disability (ind., group); Health (ind., group); Life (group term, term, universal life); LTC, Pension (pension plans/profit sharing, 401[k]); Vision
Serving: CA
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
DIRECT BENEFITS INC.
Contact: Tom Mayer
325 Cedar Street, Ste. 800
St. Paul, MN 55101
(651) 649-3503
(800) 620-5010
Fax: (651) 649-3502
Fax: (612) 395-5309
Cell: (612) 708-8448
e-mail: tom@directbenefits.com
Website: www.directbenefits.com
Products: Dental, Disability, Life and Vision Benefits
Serving: Nationwide
DISABILITY INSURANCE SERVICES INC.
Contact: Daniel C. Steenerson
4444 Zion Avenue, Ste. B
San Diego, CA 92120-2349
(619) 284-8444
(800) 898-9641
Fax: (619) 325-8444
e-mail: quotes@diservices.com
Website: www.DIServices.com
Products: Disability (ind.)
Serving: Nationwide
EASY INSURANCE MARKETING INC.
Contact: Connie Zarkowski
2277 Townsgate Rd., #212
Westlake Village, CA 91361
(805) 379-0590
Fax: (805) 379-1292
e-mail: easy@west.net
Website: www.easyinsurance.net
Products: COBRA Compliance, Critical Illness, Dental (ind., group); Disability (ind., group); Health (ind., group), international major medical, Medicare supplements, prescription drug card, self-funded, short-term major medical, Vision
Serving: CA
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
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
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
INTEGRATED PLANNING SOLUTIONS
Contact: Michael L. Sandfrey
2245 First St., Ste. 211B
Simi Valley, CA 93065
(805) 520-8870
(866) 547-0643
Fax: (805) 520-8871
e-mail: msandfrey@ipsfinancial.com
Products: Individual Disability
Serving: AZ, CA, NV
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
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
KOUZMANOFF FINANCIAL INSURANCE SERVICES
Contact: Gerald Kouzmanoff
3878 W. Carson St., Ste. 200
Torrance, CA 90503
(310) 792-7355
(800) 653-8003
Fax: (310) 792-7360
e-mail: kfis@kouzfinancial.com
e-mail: gkouzmnoff@kouzfinancial.com
Website: www.kouzfinancial.com
Products: Disability/Individual, Long-Term Care
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
LISI, The Best in Broker Sales Solutions
SAN MATEO
Contact: Dave Candelario, Gary Myers, Janne Miglian, Kathy Brody-Tamblin, Kenneth Coker, Kristi Dawson, Sandra Bealu, Shannon Carboni.
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
866-570-LISI (5474)
Fax: 800-336-4465
e-mail: hweiler@lisibroker.com
Web site: www.lisibroker.com
Serving: N. CA/Bay Area, Monterey and Santa Cruz.
LISI, The Best in Broker Sales Solutions.
SACRAMENTO
Contact: Darla Oliver, Jean Stevens, Mary Gelonek, Panthia Smith.
3100 Zinfandel Dr., Ste. 285
Rancho Cordova, CA 95670
866-570-LISI (5474)
Fax: 800-514-5474
e-mail: hweiler@lisibroker.com
Web site: www.lisibroker.com
Serving: Sacramento/North Bay.
LISI, The Best in Broker Sales Solutions.
FRESNO
Contact: Espy Turley, Peter Mehta, Zac Trogdon.
30 River Park Place West #100
Fresno, CA 93720
866-570-LISI (5474)
Fax: 800-809-6168
e-mail: mturley@lisibroker.com
Web site: www.lisibroker.com
Serving: Fresno County and Bakersfield.
LISI, The Best in Broker Sales Solutions.
LOS ANGELES
Contact: Frank Estrada, Honora Ganey, Jason Herbison, LaMonte Howard, Larry Macedo, Lauren Malachowski, Tyrone Washington.
15303 Ventura Blvd., Ste. 650
Sherman Oaks, CA 91403
866-570-LISI (5474)
Fax: 800-624-1131
e-mail: festrada@lisibroker.com
Web site: www.lisibroker.com
Serving: Los Angeles, Ventura County, Santa Barbara and San Luis Obispo.
LISI, The Best in Broker Sales Solutions.
ORANGE
Contact: Bob Sewalk, Dan Galietto, Gentry Kramer, Jeff Hoss, Karen Luckman, Laurie Wolbart, Michele Isaly.
2677 N. Main St., Ste. 350
Santa Ana, CA 92705
866-570-LISI (5474)
Fax: 888-567-5598
e-mail: mturley@lisibroker.com
Web site: www.lisibroker.com
Serving: Orange County & Inland Empire.
LISI, The Best in Broker Sales Solutions.
SAN DIEGO
Contact: Alonso Contreras, Brian Armstrong, Christina Diamantis, Susan Tomes.
110 West A St., Ste. 700
San Diego, CA 92101
866-570-LISI (5474)
Fax: 800-603-1992
e-mail: mvictoria@lisibroker.com
Web site: www.lisibroker.com
Serving: San Diego County.
Products: Acupuncture, Chiropractic, COBRA Compliance, Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Worker's Comp.; Worksite Marketing
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
MYERS-STEVENS-MELLO, INC.
1111 Bayhill Dr., Ste. 275
San Bruno, CA 94066
(650) 871-2575
(800) 862-4243
Fax: (650) 871-2581
e-mail: mailbox@myersstevens.com
Website: www.myersstevens.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
NORTHERN CALIFORNIA GUARDIAN BROKERAGE
Contact: John G Micheli CLU
Brokerage Manager
1740 Technology Dr., #550
San Jose, CA 95110
(800) 775-1970
e-mail: johnmicheli@glic.com
Website: www.calbrokerage.com
Contact: Rick Cross
Disability Income Specialist
1740 Technology Dr., #550
San Jose, CA 95110
(800) 775-1970
e-mail: RickCross@glic.com
Website: www.calbrokerage.com
Contact: Lucy Hountis
Long Term Care Specialist/DIS
1740 Technology Dr., #550
San Jose, CA 95110
(800) 775-1970
e-mail: Lucyhountis@glic.com
Website: www.calbrokerage.com
Serving: CA, NV
Products: Individual Disability, Overhead,
Buy out DI, Life (survivor, whole life), LTC
SOUTHERN CALIFORNIA GUARDIAN BROKERAGE
Contact: Michael Hagedorn
1550 West Colorado Blvd.
Pasadena, CA 91105
(800) 707-7770
e-mail: michaelhagedorn@glic.com
Website: www.calbrokerage.com
Products: Individual Disability, Overhead,
Buy out DI, Life (survivor, whole life), LTC
PAMELA LEONARD INSURANCE SERVICES
Contact: Pamela Leonard
Murrieta, CA 92563
(951) 894-6294
Fax: (951) 894-4994
Products: Critical Illness, Dental (group, ind.); Disability (ind.); Health (group, HSA, ind., Medicare supplement, short-term major medical); Life (term); Prescription Drug Card, Vision
Serving: AZ, CA, MI
PETERSEN INTERNATIONAL UNDERWRITERS
Contact: Cathy Kenedy
23929 Valencia Blvd., Ste. 215
Valencia, CA 91355
(661) 254-0006
(800) 345-8816
Fax: (661) 254-0604
e-mail: cathy@piu.org
Website: www.piu.org
Products: AD&D, Disability (ind.); Health (international major medical, Medicare bridge); Life (special risk)
Serving: 50 states & International
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
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.H. INSURANCE SERVICES
Contact: Robert Hernandez
5504 Pacific Blvd Ste. G
Huntington Park, California 90255
(323) 582-3143
Fax: (323) 582-8392
e-mail: rhinsurance_rob@yahoo.com
Website: www.accountantsite.com/rhaccounting
Products: Cafeteria Plans, COBRA, Dental (group, ind.); Disability (group, ind.); Health (group, HSA, ind., Medicare supplement); Life (guaranteed issue, single premium whole life, term, universal life, whole life); LTC, Vision, Worker's Comp
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
SACHS INSURANCE SERVICES
Contact: Tracy Noreen
1024 W. Robinhood Dr., Ste. 106
Stockton, CA 95207
(209) 951-5500
(800) 767-0965
Fax: (209) 951-7214
e-mail: tnoreen@sachsinsurance.com
Website: www.sachsinsurance.com
Products: Cafeteria Plans, Cancer Insurance, Critical Illness, Dental (group, ind.); Disability (group, ind.); Health (group, health HSA, ind., integrated plans, Medicare bridge, Medicare supplement, self-funded administration, short-term major medical, international major medical); Life (group term guaranteed issue, term, universal life, variable life, whole life); LTC, Pension (401[k]); Prescription Drug Card, Vision, Worker's Comp, Worksite Marketing
Serving: N. CA
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
THOMSON INSURANCE BROKERS/RTIB, INC.
Contact: Rich Thomson
P.O. Box 18283
S. Lake Tahoe, CA 96151
(530) 541-8511
Fax: (530) 541-6832
e-mail: george@rtibtahoe.com
Products: Acupuncture, Dental (group); Disability (ind.); Health (ind., international major medical, HSA, Medicare supplement, short-term major medical); Life (group term)
Serving: N. CA & Northern NV
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
TRIFLEX CORPORATION
Contact: Don Cooper
11255 Tierrasanta Blvd., Ste. 78
San Diego, CA 92124
(858) 278-3539
(866) 874-3539
Fax: (858) 278-1122
e-mail: don@triflexcorp.com
Products: Acupuncture, AD&D, Cancer, Cafeteria Plans, Chriopractic, Critical Illness, Disability (ind.; group), COBRA, Worksite Marketing
Serving: AZ, CA, NV, OR, TX, WA
W.J. BARRETT INSURANCE AGENCY INC.
Contact: Bill Barrett or Kathy Star
P.O. Box 2339
Capistrano Beach, CA 92624
(888) 254-7675
Fax: (949) 493-7325
e-mail: bill@plusgroupca.com
Website: www.plusgroupca.com
Products: Critical Illness, Disability (ind.); LTC
Serving: CA
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
