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LIFE SETTLEMENTS
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
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, fixedindex & medical underwritten SPIA'S) - Critical Illness ($5,000 to $500,000) - Disability (ind., buy/sell); Medical (international coverage), Life, Term, Life Permanent (whole life, universal, indes universal, single premium, survivorship, life with LTC and Critical Care riders, Premium Financing, Life Settlements, Long Term Care, Retirement Plans, longevity 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
CAVALIER ASSOCIATES INSURANCE SERVICES LLC
Contact: Jason Cavalier
2801 Townsgate Rd., Ste. 350
Westlake Village, CA 91361
(800) 350-2019
Fax: (805) 371-4899
e-mail: jason@cavalierassociates.com
Website: www.cavalierassociates.com
Products: Annuities (ind.,variable); Disability, Life (term, universal life, survivor, whole life, secondary market for life insurance)
Serving: CA
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
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); Long Term Care, 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
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
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, 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: Specialize in substandard cases, over 60 carriers to choose, All line life products, Term, UL, Index UL, Whole Life, Variable, single premium, Second to die, Simple issue, Guarantee Issue life. Annuities, Fixed, Index, Variable. Disability, Long Term Care. Life Settlement, Premium Financing, Pension Plans.
Serving: Nationwide and International
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
THE LEISHER GROUP
Contact: Badrich Nordstrom
437 S. Highway 101, Ste. 212
Solana Beach, CA 92075
(800) 733-6445
Fax: (858) 793-3003
e-mail: badrich@leishergroup.com
Website: www.leishergroup.com
Products: Life Insurance
Serving: Nationwide
LIFE INSURANCE SETTLEMENTS, INC.
Contact: Oleg Eydelman
550 W. Cypress Creek Rd., Ste. 300
Fort Lauderdale, FL 33309
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
e-mail: Oleg@lisettlements.com
Website: www.lisettlements.com
Products: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing & Compliance Available, Nationwide Assistance Available 24/7
Serving: Nationwide
Lifestyle Settlements Inc./Life Settlements
Contact: Bryan Thacker
30448 Ranch Viejo Rd., Ste. 250
San Juan Capistrano, CA 92675
Direct Line: (949) 272-2767
(949) 493-2056
(800) 493-2056 ext. 267
e-mail: bthacker@lifestylesettlements.com
Website: www.lifestyleinsurance.com
Products/Services: Life Settlements
Serving: CA
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, group term, Guaranteed Issue, Policy Exchange, Secondary Market for Life (life settlements); Single Premium Whole Life, Special Risk, Survivor, Term, Universal Life, Variable Life, 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
RON MILCO FINANCIAL GROUP
The Safe Money Advisor
Contact: Ron Milco
38713 Tierra Suida 618
Palmdale, CA 93551
(661) 947-5084
Fax: (661) 947-5084
e-mail: RonMilcoFinGroup@Yahoo.com
Products: Annuities, Life Settlement, factual investing, Pension (Tax-Free Retirement Income Plans or other lines)
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
WELCOME FUNDS INC.
Contact: Daniel Ohman
301 Yamato Rd., Ste. 1190
Boca Rotan, FL 33431
(561) 862-0244
(877) 227-4484
Fax: (561) 862-0242
e-mail: info@welcomefunds.com
Website: www.welcomefunds.com
Products: Secondary market for life insurance
Serving: Nationwide
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