HEALTH (Group)
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
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 ASSOCIATION FOR QUALITY HEALTH CARE
Contact: Nancy Ginter
23251 Mullholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
Email: info@aaqhc.com
Website: www.aaqhc.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA
AMERICAN INSURANCE BROKERS INC.
Contact: Nancy Ginter
23251 Mulholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
Email: info@aib4insurance.com
Website: www.aib4insurance.com
Products: Dental (ind., group); Health (group); Vision
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, 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
BEERE & PURVES INC.
Contact: Jennifer Lisanti
1350 Treat Blvd., Ste. 470
Walnut Creek, CA 94597
(888) 722-3373
Fax: (925) 975-0661
e-mail: jlisanti@beerepurves.com
Website: www.beerepurves.com
Products: Dental (group); Health (group); Life (group); Vision (group)
Serving: CA
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
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
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
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
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
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
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
C.C.S.B. INSURANCE ADMINISTRATORS
Contact: Chris Anderson
231 E. Alessandro Blvd., # A359
Riverside, CA 92508
(951) 215-0420
Fax: (951) 780-2958
e-mail: chris@ccsbinsurance.com
Products: Dental (group); Health (ind., group); Billing Services.
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, 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
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
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
DICKERSON EMPLOYEE BENEFITS INSURANCE SERVICES
Contact: Carl E. Dickerson, Michael Wolff
1918 Riverside Dr.
Los Angeles, CA 90039
(323) 662-7200
(800) 878-8501
Fax: (800) 994-4329
Fax: (323) 375-1414
e-mail: agentsupport@dickerson-group.com
Website: www.TheBrokersGA.com
Products: Acupuncture, Cafeteria Plans/Sec. 125, Cancer, Chiropractic, Dental (ind., group); Disability (group); Health (ind., group [small, mid & large], integrated plans, Medicare supplement, prescription drug card, short-term, major medical); Life (ind., group-term, term); LTD, STD, LTC, Vision, Workers’ Comp., TelaDoc, USNow, and HRConnect.
Serving: CA and the continental United States (plus Alaska but excluding Maine).
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
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
FIRST EAGLE INSURANCE SERVICES
Contact: Vic Vartanian
333 S. Central Ave., # 101
Glendale, CA 91204
(818) 500-1771
(818) 500-1855
(800) 447-4999
e-mail: vic@hipi999.com
Website: www.healthinsuranceplansinfo.com
Products: Dental (ind, group); vision; Health (ind., group); Int. Major Medical MSA's; Medicare Bridge; Medicare Supplement; Short Term Major Med.
Serving: Nationwide
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
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
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
HTH WORLDWIDE
Contact: Brendan Sharkey
One Radnor Corporate Center, # 100
Radnor, PA 19087
(610) 254-8700
(888) 243-2358
Fax: (610) 293-3529
e-mail: partnerprogram@hthworldwide.com
e-mail: jcappelli@hthworldwide.com
Website: www.hthworldwide.com
Products: Health (group, ind.);Int. Major Medical
Serving: Nationwide
HEALTHCARE PRODUCERS INC.
Contact: John Enright
4901 Morena Blvd., # 123
San Diego, CA 92117
(800) 815-5622 ext. 103
Fax: (858) 866-0799
e-mail: john@healthcareproducers.com
Website: www.healthcareproducers.com
Products: Health (group, ind.); Prescription Drug Card
Serving: AZ,
CA, NV
HEALTHINSURANCE.COM INC.
Contact: Warren Blumberg
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 737-9300
(800) 476-5900
Fax: (310) 737-9304
e-mail: WB@Kelsey.com
Website: www.HealthInsurance.com
Products: Health (ind., group)
Serving: 47 States
IBP INSURANCE SURVICES
Contact: Peter Kuhn
6920 Santa Teresa Blvd., Ste. 108
San Jose, CA 95119
(408) 363-6004
Fax: (408) 363-6005
e-mail: peter@ibpis.com
Website: ibpis.com
Products: Medical (group); Dental (group); Life (group term);Disability (group): H.S.A. 401k (group), Employee Communication, HRIS
Serving: Nationwide
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
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
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
MERCHANTS BENEFIT ADMINSTRATION, INC.
Contact: Laura Genzer
13840 N. Northsight Blvd., # 101
Scottsdale, AZ 85260
(800) 800-6543
Fax: (480) 374-8952
e-mail: lgenzer@mbainc.us
Website: www.mbainc.us
Products: Dental (ind.), Health (Group), Guaranteed Issue Life
Serving: Nationwide
MELICHAR & ASSOCIATES INC.
Contact: Jim Melichar
P.O. Box 3728
Chatsworth, CA 91313
(818) 349-1175
Fax: (818) 349-1048
e-mail: jimemel@sbcglobal.net
Products: Provides benefits and consulting services for associations and union trust funds
Serving: Nationwide
MHN
PO Box 10697
San Rafael, CA 94912
(800) 327-7526
Fax: (415) 254-1455
e-mail: productinfo@mhn.com
Website: www.mhn.com
Products: EAP and Behavioral Health Coverage for Health Group and Health Integrated.
Serving: Nationwide
MINI MEDICAL & LIMITED MEDICAL SALES & MARKETING WORKSITE CONFERENCE
Contact: Jessica Leopold
12856 82nd Lane North
West Palm Beach, FL 33412
( 561) 204-3676
Fax: (561) 792.4428
Email: jessica@limitedmedicalplan.com
Website: www.LimitedMedicalPlan.com
Products: Limited Medical, Mini Medical, Worksite Marketing
Serving: Nationwide
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
PETER TRUMMER INSURANCE
Contact: Peter Trummer
10075 W. River Street, #201
Truckee, CA 96160
(530) 587-8900
Fax: (530) 587-8883
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, 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, special risk, survivor, term, universal life, variable life, whole life); LTC, Pension (401[k], Pension plans/profit sharing); Prescription Drug Card, Vision, Worker’s Comp, Worksite Marketing
Serving: Nationwide
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
PONTRELLI, TIMOUR & ASSOCIATES
Contact: Chris Pontrelli Jr., Raphy Timour
1039 Hope St.
Pasadena, CA 91030
(626) 795-4138 Ext. 250
Fax: (626) 795-6496
e-mail: cpontrelli@ptbenefits.com
Website: www.ptbenefits.com
Products: Group Employee Benefits
Serving: CA
PRAM INSURANCE SERVICES INC.
Contact: David P. Wilson
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12
(800) 262-7726
Fax: (714) 255-0977
e-mail: dwilson@pram.com
Website: www.pram.com
Products: Dental (group); Health (group, Medicare bridge, prescription drug card); Life (group term); Worker’s Comp, Worksite Marketing, Consulting, Fully Insured Prescription Drug Plans
Serving: Nationwide
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
ROGERS BENEFIT GROUP
Contact: Dave Di Maria
130 N. Brand Blvd., Ste. 206
Glendale, CA 91203
(818) 502-3800 ext. 11
(800) 654-3050
Fax: (818) 502-2170
E-mail: losangeles@rogersbenefit.com
Website: www.rogersbenefit.com
Products: Dental (Group), Health (Group)
Serving: Los Angeles, Orange, Riverside, San Bernardino, Santa Barbara, San Luis Obispo and Ventura Counties
ROGERS BENEFIT GROUP
Contact: Angie Purcell
6540 Lonetree Blvd.
Rocklin, CA 95661
(916) 960-0400
(866) 405-2790
Fax: (916) 960-0420
E-Mail: sacramento@rogerbenefit.com
Website: sacramento.rogersbenefit.com
Products: Heath (group)
Serving: Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, Eldorado, 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
ROGERS BENEFIT GROUP
Contact: Andy Kerr
6155 Almaden Expressway, Ste. 210
San Jose, CA 95120
e-mail: akerr@rogersbenefitgroup.com
e-mail: sanjose@rogersbenefit.com
Website: www.rogersbenefit.com
(408) 268-9700
(877) 724-4671
Fax: (408) 997-7737
Products: Dental (group), Disability (group), Health (group)
Serving: Alameda, Contra Costa, Marin, Monterey, Napa, Sanbenito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano, Sonoma Counties
ROGERS BENEFIT GROUP-San Diego
Contact: Stacey Buchholtz
701 Palomar Airport Rd, Ste. 130
Carlsbad, CA 92011
(760) 603-8100
(800) 872-0459
Fax: (877) 508-7255
e-mail: stacey@rbgsocal.com
e-mail: dennis@rbgsocal.com
e-mail: rgbsocal@rogersbenefit.com
Website: www.rbgsocal.com
Products: Dental (group), Health (group)
Serving: San Diego, Orange, Riverside, San Bernardino, Imperial Counties
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
SELECTIVE HEALTH AND LIFE INSURANCE
Contact: George Kravitz
17647 Gilmore St.
Van Nuys, CA 91406
(818) 996-8888
Fax: (818) 996-7777
Products: Dental (ind.); Disability (ind.); Health (ind., group, Medicare supplement, short-term major medical); Life (group term, single premium whole life, term, universal life, whole life); LTC
Serving: CA
STEVE SHORR INSURANCE
Contact: Steve Shorr
1027 W. 11th Street, #3
San Pedro, CA 90731-3558
(310) 519-1335
Website: www.SteveShorr.com
Products: Health (ind., group); Disability (ind.); Life (ind.)
Serving: 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
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
TAX & FINANCIAL GROUP
Contact: Christine Bond
4001 Mac Arthur Blvd. , 3rd Floor
Newport Beach, CA 92660
(949) 223-8100 (800) 373-2177
Fax: (949) 223-8101
e-mail: christine.bond@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]); Prescription Drug Card, Vision, Worksite Marketing
Serving: S. CA, WA, CO, HI
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
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
USI INSURANCE SERVICES
Contact: Wendy Miller
Director of Sales & Client
Relations-Insurance Professionals
Travel Insurance Services,
A Member Company of USI Affinity
2950 Camino Diablo, Ste. 300
Walnut Creek, CA 94597
(800) 937-1387 ext. 43030
(925) 407-3030
Fax: (610) 537-2224
e-mail: wendy.miller@travelinsure.com
Web Site: www.travelinsure.com
Products: Health (group, ind., Medicare supplement, short-term major medical, international major medical)
Serving: Nationwide
WARNER PACIFIC INSURANCE SERVICES
Contact: Jeff Papenfus, VP of Sales
32110 Agoura Rd.
Westlake Village, CA 91361
(800) 801-2300
Fax: (818) 575-2344
e-mail: jeffp@warnerpacific.com
Website: www.warnerpacific.com
Products: Chiropractic, Dental (group); Health (ind., Small and Large group, integrated plans, HSA); Life (group, term); Vision
Serving: CA, CO and MI
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
