WORKSITE MARKETING
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
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
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
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
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
CHIMIENTI & ASSOCIATES INSURANCE SERVICES
Contact: Toney Chimienti
3400 Mineral King, Ste. B
Visalia, CA 93291
(877) 733-1670
Fax: (559) 733-8058
e-mail: toney@chimienti.com
Website: www.chimienti.com
Products: Worksite Marketing, Med GAP; Limited Medical, RX, Dental, Vision
Services: Worksite Enrollment, Online Billing, Eligibility Management, HRIS Technology, Online with Call center Enrollment support Nationwide
Serving: Nationwide
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
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
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
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, ind., international major medical, Medicare supplement, Medicare bridge, 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. (24 Hr. coverage); Worksite Marketing
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
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
MINI MEDICAL & LIMITED MEDICAL SALES & MARKETING WORKSITE CONFERENCE
Contact: Jessica Leopold
12856 82nd Lane North
West Palm Beach, FL 33412
( 561) 204-3676
Fax: (561) 792.4428
Email: jessica@limitedmedicalplan.com
Website: www.LimitedMedicalPlan.com
Products: Limited Medical, Mini Medical, Worksite
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
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
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); Long-Term Care, Pension (401[k]); Prescription Drug Card, Vision, Worker's Comp, Worksite Marketing
Serving: Nationwide
TRIFLEX CORPORATION
Contact: Don Cooper
11255 Tierrasanta Blvd., Ste. 78
San Diego, CA 92124
(858) 278-3539
(866) 874-3539
Fax: (858) 278-1122
e-mail: don@triflexcorp.com
Products: Acupuncture, AD&D, Cancer, Cafeteria Plans, Chriopractic, Critical Illness, Disability (ind.; group), COBRA, Worksite Marketing
Serving: AZ, CA, NV, OR, TX, WA
