LIFE (LIVING PAYOUT OPTION)
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
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
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
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
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
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
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
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
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
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
SENIOR MARKET SALES, INC.
Contact: Dan Trumblee
8420 W. Dodge Rd., 5th Floor
Omaha, NE 68105
(402) 343-3689
(800) 786-5566 x 3689
Fax: (402) 343-9920
e-mail: dtrumblee@serniormarketsales.com
email: jims@serniormarketsales.com
Website: www.serniormarketsales.com
Products: Annuities (ind.); Critical Illness; Dental (ind.); Prescription Drug Card; Health (Int. Major Medical, Medicare Supplement; Short Term Major Med.); Life (gauranteed issue, Living Payout Option, single premium, whole life special risk, survivor, Term, universal, whole life, LTC
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
