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LONG TERM CARE
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
ACCENT INSURANCE BROKERAGE
Contact: Melissa Shaw
26477 Rancho Pkwy. South
Lake Forest, CA 92630
(949) 699-1662 Ext. 204
Fax: (949) 699-1069
Email: Melissa@FCN.com
Website: www.MelissaShawPlanner.com
Website: www.FCN.com
Products: Life Insurance (Wholesale Insurance for the Financial Professional; Long Term Care; Financial Conseling.
Serving: CA
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
ADVANCED EQUITIES INSURANCE SERVICES/FIRST ALLIED
Contact: Jerry Vanderzanden, CLU
Managing Director, Advanced Equities Insurance Services
655 W. Broadway, Suite 1050
San Diego, CA 92101
(925) 855-6144 office
(925) 997-2277 mobile
(610) 229-7743 fax
Email: jvanderzanden@advancedequities.com
Website: www.advancedequities.com
Services: Advanced Equities Insurance Services provides insurance solutions for independent financial advisors at First Allied Securities, Inc. and Advanced Equities Wealth Management.
Products: Fixed Annuities, Indexed Annuities, Term Life, Universal Life, Index Universal Life, Variable Universal Life, Whole Life, Long Term Care Insurance, Disability Income Insurance, Fixed Life Settlements
Serving: Nationwide
AMERICAL ADVANCED INSURANCE SOLUTIONS, LLC
1964 Westwood Boulevard, Suite 420
Los Angeles, CA 90025
Gene Tapper, Vice President, Heartland LTC, Network Associate of the National LTC Network
(310) 441-5699 x 169
Fax: 310-441-5660
e-mail: gtapper@americalLTC.com
Website: www.americalltc.com
Products: Specialists in Long-Term Care Insurance Strategies
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
THE ANNUITY STORE
Contact: Jim Green
1451 River Park Drive
Suite 130
Sacramento, CA 95815
(916)924-9601
(800)825-6094
FAX: (916)924-0670
e-mail: jim.g@theannuitystore.com
Website: www.theannuitystore.com
Products: Annuities (traditional fixed & fixed-indexed); Life (single premium, indexed, term, whole life); Multi-Year Guarantees, SPIAs & LTC
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, HSA, 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); 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
BARRY J. FISHER/PARADIGM INSURANCE MARKETING
Contact: Barry J. Fisher
6800 Owensmouth Ave., Ste. 410
Canoga Park, CA 91303
(818) 883-8700
Fax: (818) 883-9036
e-mail: barry@paradigmins.com
Website: www.bjfim.com
Products: LTC
Serving: Nationwide
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 ADMINISTRATORS
Contact: Ernest G. Lee
1009 Oak Hill Rd., 3rd Floor
Lafayette, CA 94549
(925) 299-8000
Fax: (925) 299-8010
e-mail: ernie@eglee.net
Website: www.ushealthplans.com
Products: Cafeteria Plans, Dental (group); Health (international major medical, HSA); Life (term); LTC
Serving: Nationwide
BENEFIT RESOURCES GROUP
Contact: David C. Comer
3415 S. Sepulveda Blvd., 7th Floor
Los Angeles, CA 90034
(310) 482-6772
(800) 471-6588
Fax: (310) 482-6704
e-mail: dcomer@brg-ca.com
website: www.brg-ca.com
Mailing Address:
1201 Alta Loma Rd.
West Hollywood, CA 90069
Products: Annuities (ind.); Dental (group); Disability (ind., group); Health (international major medical, group, HSA, Medicare supplement); Life (group term, term, universal life, whole life); LTC, Pension (401[k])
Serving: Nationwide
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
BILL PROCTOR & ASSOCIATES
Contact: Bill Proctor
42-800 Bob Hope Dr., Ste. #209B
Rancho Mirage, CA 92270
(760) 568-5348
(888) 905-9955
Fax: (760) 568-3309
e-mail: bill@proctor-insurance.com
Website: www.proctor-insurance.com
Products: AD&D, Annuities (ind., group contract); Cafeteria Plans, Cancer, Chiropractic, COBRA Compliance, Critical Illness, Dental (ind., group); Disability (ind., group); Financial Planning, Health (ind., integrated plans, international major medical, HSA, Medicare bridge, Medicare supplement, short-term major medical); Life (group term, guaranteed issue, living payout option, single premium whole life, survivor, term, universal life, whole life); LTC, Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card, Vision, Worker's Comp.; Worksite Marketing
Serving: All of CA
BRILLIUM INSURANCE & FINANCIAL SERVICES
Contact: David J. Kono
1319 Spazier Ave.
Glendale, CA 91201-1149
(818) 359-8689
(818) 953-9805
Fax: (818) 557-0175
e-mail: dajkono@yahoo.com
Products: Annuities (group, ind.); Cafeteria Plans, Cancer Insurance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (group, HSA, ind., Medicare supplement, prescription drug card, short-term major medical); Life, (group term, guaranteed issue, policy exchange, single premium whole life, survivor, term, universal life, variable, whole life), LTC, Vision, Worker's Comp.
Serving: Los Angeles & Orange Counties
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
CALIFORNIA LONG TERM CARE INS. SERVICES INC
Contact: Louis Brownstone
Contact: Katie O'Rouke
1601 Bayshore Hwy., Ste. 360
Burlingame, CA 94010
(650) 692-5202
(800) 303-1527
Fax: (650) 692-5204
e-mail: katie@cltcinsurance.com
Website: www.californialongtermcare.com
S. CA Office:
160 Newport Center Dr., Ste. 205
Newport Beach, CA 92660
(949) 760-1122
(888) 320-8600
Fax: (949) 760-1155
Products: LTC Sales & Marketing
Serving: Nationwide
CALIFORNIA SENIOR INSURANCE SERVICES INC.
Contact: Pat Johnson
650 Hampshire Rd., Ste. 114
Westlake Village, CA 91361
(805) 446-4466
(800) 570-5511
Fax: (805) 446-4464
e-mail: info@ltcbycsis.com
Website: www.ltcbycsis.com
Prodcuts: Individual and group Long-term care Insurance
Serving: CA
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
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
CORY STEPANEK. CLTC (GENWORTH FINANCIAL)
SUNCOAST OFFICE
Contact: CORY STEPANEK
2385 Camino Vida Roble Ste. # 107
Carlsbad, CA 92011
(760) 752-1935
Fax: (760) 481-3270
e-mail: cstepanek@genworthltc.com
Website: www.genworth.com/suncoast
Products: Long Term Care underwritten; AARP Endorsed. For more information on Long Term Care Protection
Serving: Nationwide
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
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
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
DI & LTC INSURANCE SERVICES
Contact: Jack B. Schmitz
P.O. Box 6943
San Rafael, CA 94903
(415) 472-4800
(800) 924-2294
Fax: (415) 472-7637
e-mail: jack@di-ltc.com
Website: www.di-ltc.com
Products: Annuities (ind.); Critical Illness, Disability (ind., group); Health (ind.); Life (term, universal); LTC, Worksite Marketing
Serving: CA, NV, OR, AZ
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
FELDMANN INSURANCE AGENCY
Contact: Maureen Feldmann
72960 Fred Waring Dr.
Palm Desert, CA 92260
(760) 346-6565
Fax: (760) 346-4727
e-mail: mFeldmann@dc.rr.com
Products: Annuities, LTC, Health (medicare supplements)
Serving: Riverside County
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.
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
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
INSURANCE RESOURCES GROUP
Contact: Mehrdad Taghdiri
9744 Wilshire Blvd., Ste. 306
Beverly Hills, CA 90212
(310) 550-3300
(888) 224-4777
Fax: (310) 550-3390
e-mail: sales@irginsurance.com
Website: www.irginsurance.com
Products: Term, UL, Index UL, Whole Life, Variable, single premium, Second to die, Simple issue, Guarantee Issue life. Annuities(Fixed, Index, Variable), Disability, LTC. Life Settlement, Premium Financing, Pension Plans.
Serving: Nationwide and International
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
J.K. INSURANCE MARKETING INC.
Contact: Gary H. Johnson
1042 W. Hedding St., Ste. 241
PO BOX 28100
San Jose, CA 95126
(408) 246-2701
(800) 221-7998
Fax: (408) 246-2733
e-mail: ghjohnson@jkinsurance.com
Products: Annuities (ind.); Disability (ind.); Life (survivor, term, universal life, whole life); LTC
Serving: Western US
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
JOHN HANCOCK FINANCIAL NETWORK
Contact: Frederick Johnson
2401 E. Katella Ave., Ste. 650
Anaheim, CA 92606
(714) 938-9300 ext. 130
Fax: (714) 938-9312
e-mail: fjohnson@jhnetwork.com
Website: www.Jhnetwork.com
Products: Annuities (ind.), Life (Survivor; Term; Universal Life; Whole Life, LTC
Serving: California
JONES ASSOCIATES FINANCIAL & INS. SVS. INC.
Contact: Douglas Jones
Contact: Melissa Shaw
26477 Rancho Parkway South
Lake forest, CA 92630
(949) 699-1660
(800) 729-6344
Fax: (949) 699-1069
e-mail: doug@jonesfinancial.com
Website: www.jonesfinancial.com
Products: Annuities (ind., variable, group contract); Disability (ind.); Financial Planning, Life (special risk, survivor, term, universal life, variable, whole life); LTC, Pension plans/profit sharing, 401(k)
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
KOUZMANOFF FINANCIAL INSURANCE SERVICES
Contact: Gerald Kouzmanoff
3878 W. Carson St., Ste. 200
Torrance, CA 90503
(310) 792-7355
(800) 653-8003
Fax: (310) 792-7360
e-mail: kfis@kouzfinancial.com
e-mail: gkouzmnoff@kouzfinancial.com
Website: www.kouzfinancial.com
Products: Disability/Individual, Long-Term Care
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
LEGACY INSURANCE SERVICES
Contact: Rick Andersen
17310 Wright St. Ste. 200
Omaha, NE 68130
(402) 493-3007
(800) 493-3007
Fax: (402) 493-3507
e-mail: lis@legacyins.com
Website: www.legacyins.com
Products: Annuities (ind.); Life (guaranteed issue, single premium whole life, survivor, term, universal life, whole life); LTC
Serving: Nationwide
LGR INSURANCE GROUP
Contact: Gay Rowan, CSA, CLTC
P.O. Box 4274
Leucadia, CA 92023
(888) 995-8376
(760) 944-6380
Cell: (760) 420-1533
Fax: (760) 632-1533
e-mail: gay.rowan@gmail.com
Website: www.longtermcareforu.com
Products: LTC
Serving: 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
LTC FINANCIAL PARTNERS LLC
Contact: Bill Bargfrede
3138 Via De Caballo
Encinitas, CA 92024
(858) 759-9967
e-mail: BillB@ltcfp.net
Website: www.LTCBILL.com
Products: LTCI Individual and Multi-Life
Areas Served: 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
MYERS-STEVENS-MELLO, INC.
1111 Bayhill Dr., Ste. 275
San Bruno, CA 94066
(650) 871-2575
(800) 862-4243
Fax: (650) 871-2581
e-mail: mailbox@myersstevens.com
Website: www.myersstevens.com
Products: AD&D, Cafeteria Plans, Chiropractic, Dental (group, ind.); Disability (ind., group); Health (ind., integrated plans, HSA, Medicare supplement, short-term major medical); Life (term); LTC, Pension [401(k)]; vision
Serving: CA
NORTHERN CALIFORNIA GUARDIAN BROKERAGE
Contact: John G Micheli CLU
Brokerage Manager
1740 Technology Dr., #550
San Jose, CA 95110
(800) 775-1970
e-mail: johnmicheli@glic.com
Website: www.calbrokerage.com
Contact: Rick Cross
Disability Income Specialist
1740 Technology Dr., #550
San Jose, CA 95110
(800) 775-1970
e-mail: RickCross@glic.com
Website: www.calbrokerage.com
Contact: Lucy Hountis
Long Term Care Specialist/DIS
1740 Technology Dr., #550
San Jose, CA 95110
(800) 775-1970
e-mail: Lucyhountis@glic.com
Website: www.calbrokerage.com
Serving: CA, NV
Products: Individual Disability, Overhead,
Buy out DI, Life (survivor, whole life), LTC
SOUTHERN CALIFORNIA GUARDIAN BROKERAGE
Contact: Michael Hagedorn
1550 West Colorado Blvd.
Pasadena, CA 91105
(800) 707-7770
e-mail: michaelhagedorn@glic.com
Website: www.calbrokerage.com
Products: Individual Disability, Overhead,
Buy out DI, Life (survivor, whole life), LTC
PARADIGM INSURANCE MARKETING
Contact: Barry Fisher
6800 Owensmouth Ave., Ste. 410
Canoga Park, CA 91303
(818) 883-8700 Ext. 201
Fax: (818) 883-9036
e-mail: barry@paradigmins.com
Website: www.paradigmins.com
Products: Long Term Care Insurance
PERRY FINANCIAL NETWORK INC.
Contact: Jeff Perry & Mike Taylor
13405 Folsom Blvd., Ste. 400
Folsom, CA 95630
(877) 475-5244
Fax: (916) 293-0101
e-mail: jeff@perryfinancial.net
e-mail: mike@perryfinancial.net
Website: www.perryfn.com
Products: Annuities (ind., variable); Life (term, universal life, survivor, variable, whole life); LTC
Serving: Western U.S.
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
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
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
RAIN INSURANCE AND FINANCIAL SERVICES INC.
Contact: Robin L. Newell, Andre Newell
4504 Pony Court
Antoch, CA 94531
(925) 437-8902
Fax: (925) 777-0855
e-mail: rain_insurance@comcast.net
Products: Annuities (ind.), Disability ( ind.), Health (Medicare supplement); Life (variable life); LTC, Pension (401[k]); Pension Plans/Profit Sharing.
Serving: CA
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
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 (individual); 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
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
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: Critical Illness; Dental (ind.); Prescription Drug Card; Annuities (ind.); 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
STAN ISRAEL INSURANCE SERVICES INC.
Contact: Stan Israel
5699 Kanan Rd., #367
Aguora Hill, CA 91301
(818) 706-1100
Fax: (818) 889-1593
e-mail: sdiins@aol.com
Website: www.sdiins.com
Products: LTC, Life Insurance
Serving: CA
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
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
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
WIMG INC.
dba Consumer Driven Benefits Association of America
Contact: Charles Boyd
1423 W State Street Unit A
Redlands, CA 92373
(909) 335-8110
(800) 303-8110
Fax: (909) 363-1889
Email: charlesboyd@wimg.net
Website: www.cdba.us
Website: www.wimg.net
Website: www.benefitstoday.org
Products: Life (Guaranteed Issue Insurance), mini-meds, Critical Illness, Short and Long Term Accident Disability, $2,500-$25,000 Accident Medical Expense, AD&D, Term Life, Rx Plans, Dental(Indemnity), Insured ID theft Protection with restoration.
Serving: Nationwide
W.J. BARRETT INSURANCE AGENCY INC.
Contact: Bill Barrett or Kathy Star
P.O. Box 2339
Capistrano Beach, CA 92624
(888) 254-7675
Fax: (949) 493-7325
e-mail: bill@plusgroupca.com
Website: www.plusgroupca.com
Products: Critical Illness, Disability (ind.); LTC
Serving: CA
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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