directory 09
ancilliary
AD & D
Cafeteria Plans
Cencer Insurance
Chiropractic
Critical Illness
Dental (group)
Dental (ind)
Disability (group)
Disibility (ind)
Prescription Drug Card
annities Vision
Annuities (group)
Annuities (ind)
pension
Annuities (variable)
Pension 401 (k)
health
Pension Profit sharing
Cobra
Health (Group)
Health (ind)
HSAs
Integrated 24+
International Major Medical
Medicare Bridge
Medicare Supplement
Self-Funded
life
Short Term Major Med.
Charity Giving Program
Life (Group)
Life Guaranteed Issue
Life Settlements
Life Living Payout
Life Policy Exchange
Life Single premium
Life Special Risk
Life Survivor
Term Life
Life Universal
Life Variable

LTC Worker's comp Worksite Marketing

LIFE (Special Risk)

AMERICAN CAPITAL SECURITY CORP.
Paradigm Insurance Marketing
Contact: Paul D Kaplan, CLU
16601 Ventura Blvd., Ste. 307
Encino, CA 91436
(818) 380-0034
(800) 822-7251
Fax: 818-380-0203
Email: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal life); 419(e) single employer retirement dentals plan.

AMERICAN INSURANCE MARKETING GROUP, LLC
Contact: Brandon McDowell, CLTC
34145 Pacific Coast Hwy. #623
Dana Point, CA 92629
(866) 407-8552
Fax: (800) 652-3103
e-mail: mdowellinsurance@gmail.com
e-mail: brandon@myaimgroup.com
Website: www.MyAimGroup.com
Products: Critical Illness; Annuities (ind.); Disability (ind.); Life Insurance; LTC; Term, UL, special risk, and survivor UL
Serving: Nationwide

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

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

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

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

DIRECT BENEFITS INC.
Contact: Tom Mayer
325 Cedar Street, Ste. 800
St. Paul, MN 55101
(651) 649-3503
(800) 620-5010
Fax: (651) 649-3502
Fax: (612) 395-5309
Cell: (612) 708-8448
e-mail: tom@directbenefits.com
Website: www.directbenefits.com
Products: Dental, Disability, Life and Vision Benefits
Serving: Nationwide

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

FINANCIAL PLANNERS
Contact: Thomas I. White
2305 Beach Blvd., #105
Jacksonville Beach, FL 32250
(800) 488 -7767
Fax: (866) 857-3554
e-mail: tiw28@bellsouth.net
Products: Annuities (fixed), Life (guaranteed issue, single premium whole life, second to die, special risk, non-med term for foreign travelers).
Serving: Nationwide

FINANCIAL PROFESSIONALS GROUP
Contact: William T. Wright, CFP
1 Orchard, Ste. 215
Lake Forest, CA 92630
(949) 455-0119
(877) 455-0119
Fax: (949) 455-0113
e-mail: wwright@fpgonline.com
Website: www.fpgonline.com
Products: Annuities (ind.); Life (special risk); Universal Life, Survivor Life, Variable Life, Life (term); Whole Life, Premium Finance
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

FLYNN ASSOCIATES INSURANCE MARKETING INC.
Contact: George Cox
21600 Oxnard St., Ste. 650
Woodland Hills, CA 91367-5069
(818) 854-3003
(800) 473-5966
Fax: (818) 737-9103
LTC Hdqtrs:
(818) 854-3034
Fax: (818) 854-3100
e-mail: ghcox@flynnassociates.com
Website: www.flynnassociates.com
Products: Annuities (ind.); Critical Illness, Disability (ind.); Health (international major medical); Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, life settlements); LTC, Specialty Markets.
Serving: Nationwide

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

HD MOOERS AND CO.
Contact: Jeff Mooers
P.O. Box 1487
Lafayette, CA 94549-1487
3688 Mount Diablo Blvd.
Lafayette, CA 94549
(925) 283-7310
(800) 303-7310
Fax: (925) 283-4768
e-mail: jeffm@hdmooers.com
Website: www.hdmooers.com
Products: Annuities (ind., variable); Life (special risk, term, survivor)
Serving: Nationwide

INSURANCE DESIGNERS
Contact: Jim Brennan
21860 Burbank Blvd., # 140
Woodland Hills, CA 91364
(800) 884-9950
Fax: (818) 676-1372
e-mail:jda.losangeles@verizon.net
Products: Annuities (ind., variable); Disability (ind.); Life (guarantee issue, secondary market, single premuim whole life, special risk, survivor, universal life, term, variable, whole); LTC
Serving: CA

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

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

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

MARSH PRIVATE CLIENT LIFE INSURANCE SERVICES
Contact: Garrett Devine, Senior Vice President
20750 Ventura Blvd., Ste. 300
Woodland Hills, CA 91364
(818) 932-7100
(800) 395-9888
Fax: (818) 932-7198
e-mail: salesmarketing@marshclis.com
e-mail: lifesupport@marshpclis.com
Website: www.marshpclis.com
Products: Critical Illness, Annuities (ind., group), Financial Planning, Life Insurance (Charitable Giving Programs, Special Risk, Survivor, Term, Universal, Variable, Whole life, Life Settlements), LTC, Worksite Marketing.
Serving: Nationwide

NATIONAL INSURANCE MARKETING CORP.
Contact: Kenneth B. Brunetta
3600 American River Dr., Ste. 240
Sacramento, CA 95864
(800) 274-7845
(916) 974-7845
Fax: (916) 974-7613
e-mail: ken@nimc.com
Website: www.nimc.com
Products: Annuities (ind.); Life (single premium whole life, special risk, survivor, term, universal life, whole life); Pension (pension plans/profit sharing)
Serving: Nationwide except NY

OC LIFE INSURANCE AGENCY INC.
Contact: Dan Love
P.O. Box 3545
Mission Viejo, CA 92690
(949) 716-7051
(800) 564-3309
Fax: (949) 916-6475
e-mail: dan@OCLifeinsurance.com
Website: www.OCLifeinsurance.com
Products: Life (special risk, term, universal life, whole life)
Serving: Nationwide

PARADIGM INSURANCE MARKETING
Contact: Paul D Kaplan
16601 Ventura Blvd., Ste. 307
Encino, CA 91436
(818) 380-0034
(800) 822-7251
Fax: (818) 380-0203
e-mail: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal life); 419(e) single employer retirement benefit plans.

PETERSEN INTERNATIONAL UNDERWRITERS
Contact: Cathy Kenedy
23929 Valencia Blvd., Ste. 215
Valencia, CA 91355
(661) 254-0006
(800) 345-8816
Fax: (661) 254-0604
e-mail: cathy@piu.org
Website: www.piu.org
Products: AD&D, Disability (ind.); Health (international major medical, Medicare bridge); Life (special risk)
Serving: 50 states & International

THE PRODUCERS GROUP
Contact: Rosetta Everts
27412 Aliso Creek Rd.
Aliso Viejo, CA 92656
(949) 268-5214
(800) 441-0140
Fax: (949) 362-3353
e-mail: Rosetta.Everts@thepg.com
Website: www.thepg.com
Products: Annuities (ind.); Life (special risk); Universal Life, Survivor Life, Variable Life, Life (term); Whole Life, Premium Finance, LTC ( ind.)
Serving: Nationwide

R. B. TWOGOOD INSURANCE SERVICES
Contact: Richard B. Twogood
5520 Wellesley St., Ste. 105
La Mesa, CA 91942
(619) 668-9199
(800) 266-9199
Fax: (619) 668-9260
e-mail: rtwogood@twogoodinsurance.com
Products: Annuities (ind.); Life (guaranteed issue, special risk, term, survivor, universal life, whole life)
Serving: CA

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

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

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

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

 

 

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