LIFE (GROUP)
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
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
APPLIED GENERAL AGENCY
Contact: Natalie Birchard
1235 N. Blue Gum, Ste. A
Anaheim, CA 92806
(714) 630-2801
(800) 498-6880
Fax: (800) 630-6344
Fax: (714) 630-1085
e-mail: nbirchard@appliedga.com
Website: www.appliedga.com
Products: Final Expense, Health (Critical Illness, Medicare Supplement, Short-term major medical, simplified issue), Life
Serving: Nationwide
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
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
BEST LIFE AND HEALTH INSURANCE COMPANY
Contact: California Sales Representative
2505 McCabe Way
Irvine, CA 92614-6243
(888) 210-BEST
(800) 237-8543
Fax: (949) 553-0883
e-mail: info@bestlife.com
Website: www.besthealthplans.com
Products: Dental (group, PPO & indemnity); Life (group term, guarantee issue), Vision (indemnity)
Serving: 37 States
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
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
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
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
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
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/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
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).
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
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
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
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
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
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
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
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
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
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
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
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
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
TOSTE & ASSOCIATES/ANCILLARY MARKETS
Contact: Phil Toste, Gary Smith
1550 The Alameda, Ste. 315
San Jose, CA 95126
(408) 277-0226
(800) 868-6783
Fax: (408) 277-0237
e-mail: phil@nationwidersm.com
Website: www.nationwidersm.com
Products: Health (ind., Medicare supplement);Group Dental, Life and Ltd
Serving: N. 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
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
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
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
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
