HEALTH SAVING ACCOUNTS

ABD INSURANCE & FINANCIAL SERVICES
A Wells Fargo Insurance Services
Contact: Bob Volkel
21250 Hawthorne Blvd., Ste. 600
Torrance, CA 90503
(310) 543-9995
Fax: (310) 543-9905
Email: info@abdi.com
Website: www.cybersure.com
Products: 401(k) Pension/Profit Sharing;
Dental (Group); Disability (Group); Health (group, ind., International Major Medical, HSA's); Life (Group Term, Guaranteed Issue); Long Term Care; Vision; Workers Comp.
Serving: Nationwide

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

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, 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); HSA, Vision
Serving: West Coast

ATHENS BENEFITS INSURANCE SERVICES INC.
Contact: John Connell
P.O. Box 5668
Concord, CA 94524
(925) 822-9127
(800) 234-6363
Fax: (925) 798-7219
e-mail: jconnell@jenkinsathens.com
Website: www.athensbenefits.com
Products: AD&D, Cafeteria Plans, Chiropractic, COBRA Compliance, 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

BENEFIT ADMINISTRATORS
Contact: Ernest G. Lee
1009 Oak Hill Rd., 3rd Floor
Lafayette, CA 94549
(925) 299-8000
Fax: (925) 299-8010
e-mail: ernie@eglee.net
Website: www.ushealthplans.com
Products: Cafeteria Plans, Dental (group); Health (international major medical, HSA); Life (term); LTC
Serving: Nationwide

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

BEN-E-LECT
Contact: Marketing Department
5429 Avenida de Los Robles, Ste. A
Visalia, CA 93291
(559) 733-1240
Fax: (559) 635-6527
Website: www.benelect.com
Products: Cafeteria Plans, Dental (group); Health (consumer-driven, group, HRA, HSA, integrated plans, self-funded administration); Vision, Life, Debit Card
Serving: AZ, CA, NV, CO, IN, VT, TX

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

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

CIMS
General Agency
Regional Office-Northern California
Contact: David Fear
Contact: Jennifer Mason
11160 Sun Center Drvie, Ste. A
Rancho Cordova, CA 95670
(800) 562-2467
Fax: (800) 210-3210
e-mail: dfear@cimsga.com
e-mail: jmason@cimsga.com
Website: www.cimsga.com
Products: Dental (ind., group); Health (ind., group, integrated medical, HSA, Medicare supp., international major medical, prescription drug plans, short-term medical); Life (group), Vision, Workers Comp.
Serving: CA

CIMS
General Agency
Regional Office-Northern California
Contact: David Fear
Contact: Jennifer Mason
11160 Sun Center Drvie, Ste. A
Rancho Cordova, CA 95670
(800) 562-2467
Fax: (800) 210-3210
e-mail: dfear@cimsga.com
e-mail: jmason@cimsga.com
Website: www.cimsga.com
Products: Dental (ind., group); Health (ind., group, integrated medical & work comp, HSA, Medicare supp., international major medical, prescription drug plans, short-term medical); Life (group), Vision, Workers Comp.
Serving: CA

CLAREMONT INSURANCE SERVICES
Contact: Michael Traynor, President
2999 Oak Rd., Ste. 810
Walnut Creek, CA 94597
Phone: (800) 696-4543
Direct: (925) 296-8800
Fax: (925) 588-2425
Business Hours: 8:00 am to 5:00 pm
e-mail: michael@claremontcompanies.com
Website: www.claremontcompanies.com
Products: Cafeteria Plans, COBRA Compliance, Dental (group); Disability (Group); Health (group); Health (HSA);Life (group term); Life (term); Life (universal); Life (variable); Life (whole life); Vision
Serving: N. 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

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

GENERAL AGENCY INSURANCE
DEVELOPMENT SERVICES (GAIDS)
Contact: Don Weide
8901 W. Olympic Blvd.
Beverly Hills, CA 90211
(310) 657-0100
(800) 695-4424
Fax: (310) 652-0305
e-mail: insure@gaids.com
Website: www.gaids.com
Products: Cancer Insurance, Critical Illness, Health (group, ind., HSA, Medicare bridge, Medicare Part D RX, Medicare supplement, international major medical, short-term major medical); Life (group term, term); LTC
Serving: CA, AZ & NV

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

 

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

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

PRECEPT
Contact: Travis Kiger
130 Theory
Irvine, CA 92617
(949) 955-1430
(800) 344-1430
Fax: (949) 955-9471
e-mail: info@preceptgroup.com
Website: www.preceptgroup.com
Products: AD&D, Cafeteria Plans, COBRA, Dental (group, ind.); Disability (group); Financial Planning, Health (group, HSA, self funded administration); Life (group term); LTC, Pension (401[k], Pension plans/ profit sharing); Vision, Worksite Marketing
Serving: Nationwide

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

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

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

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

WELLS FARGO WHOLESALE INSURANCE SERVICES INC.
S. CA Office:
2030 Main Street, Ste. 200
Irvine, CA 92614
N. CA Office:
5200 N. Palm Ave., Ste. 114
Fresno, CA 93704
(800) 780-0815
(559) 228-6300
Fax: (559) 243-5610
San Francisco/Bay Area Office:
45 Fremont St., Ste. 800
San Francisco, CA 94105
Contact: General Agency Department
(800) 780-0815
Fax: 800-859-4706
Website: www.GA.wellsfargo.com
Products: Medical (group); Dental (group); Vision (group); Disability; Employee Assistance Program; HSA; Life (group, guaranteed issue, term); Long-Term Disability; Short Term Disability; Section 125; Voluntary Dental, Voluntary Long Term.
Serving: CA

WORD & BROWN
Contact: Gary Smith
801 N. Brand Blvd., Ste. 900
Glendale, CA 91203
(818) 247-2861
(800) 560-5614
Fax: (800) 355-9711
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Kern, Los Angeles, San Luis Obispo, Santa Barbara and Ventura Counties

WORD & BROWN
Contact: Jeff Miller
721 S. Parker, Ste. 300
Orange, CA 92868
(714) 835-6752
(800) 869-6989
Fax: (714) 953-9404
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Orange Office and Headquarters

WORD & BROWN
Contact: James Bennett
3131 Camino Del Rio North, Ste. 820
San Diego, CA 92108
(619) 299-5001
(800) 397-3381
Fax: (619) 299-2070
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: San Diego Regional Office

WORD & BROWN
Contact: Bill Mason
3633 Inland Empire Blvd. Ste. 310
Ontario, CA 91764
(909) 945-2224
(877) 225-0988
Fax: (909) 945-3339
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Inland Empire Regional Office

WORD & BROWN
Contact: Jan Mesa
1737 N. First Street, Ste. 680
San Jose, CA 95112
(408) 437-5929
(800) 255-9673
Fax: (408) 437-5925
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: N. CA Regional Office