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
 
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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: All of CA

ACK VAN ROSSUM & ASSOCIATES
Contact: Jack Van Rossum
23 Garden Park Dr.
Chico, CA 95973
(530) 342-6915
Fax: (530) 342-6812
e-mail: jrossum@sbcglobal.net
Products: Financial Planning, Pension (401[k]; pension plans/profit sharing)

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

AFFORDABLE HEALTH INS & SERVICE INC.
2359 West Torrance Blvd.
Torrance, CA 90501
(310) 320-4040
(800) 332-1990
Fax: (310) 320-0904
Website: www.ahi-affordablehealth.com
Products: Dental (ind., group); Disability (group, ind.); Health (group, ind., international major medical, Medicare supplement, short-term major medical); Life (group term, term); Vision
Serving: All CA

AFLAC California, an Independent Agent
Contact: David D. Riedel
220 N. Glenoaks Blvd., Suite C
Burbank, CA 91502
(818) 802-7267 
Fax: (818) 743-7751
Email: david_riedel@us.aflac.com
Website: www.aflac.com
Sales and Marketing (Brokerage CA)
Products and Services: Cancer/Specified-Disease, Specified Health Event (Heart Attack/Coronary Artery Bypass/Stroke/End Stage Renal Failure/Organ Transplants/Third Degree Burns/Coma/Paralysis), Accident, Short-Term Disability, Hospital Confinement Indemnity, Hospital Intensive Care, Hospital Confinement Sickness Indemnity, Dental
Life, Vision
Serving: Southern California Consumers and Groups
Group Insurance Plans, Broker Co-Op, and Consumer Direct Policies

AIGILIS CORPORATION
Contact: Mark Gebhardt
PO BOX 953279
Lake Mary, FL 32795
(407) 324-3921
(800) 874-9707
email: info@ppodentalplus.com
Website: www.PPODentalPlus.com
Products: Single Life; Dental (Ind. group)

AIS
Contact: Douglas Shimada
One Kaiser Plaza, Ste. 1333
Oakland, CA 94612
(510) 893-5331
(800) 788-6524 x 125
Fax: (510) 893-4445
Email: doug@ais-insurance.com
Website: www.ais-insurance.com
Products: TPAs, Ancillary, Dental, Disability, Health, Group Life, Vision
Serving: AZ, CA, ID, KY, MT, NM, NV, OH, OR, TX, WA

ALTERNATIVE HEALTH INSURANCE SERVICES.
Contact: Brian Gorman
2245 N. Green Valley Pkwy # 315
Henderson, NV 89014
(408) 356-3859
(800) 966-8467
Fax: (208) 567-2507
Email: brian@alternativeinsurance.com
Website: www.alternativeinsurance.com
Products: Acupuncture; Chiropractic; Critical Illness; Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, prescription drug card, short-term major medical); Life (term)
Serving: CA, NV

AMERICAL ADVANCED INSURANCE SOLUTIONS, LLC
1964 Westwood Boulevard, Suite 420
Los Angeles, CA 90025
Contact: Gene Tapper
(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 ASSOCIATION FOR QUALITY HEALTH CARE
Contact: Nancy Ginter
23251 Mullholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
Email: info@aaqhc.com
Website: www.aaqhc.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA

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 BROKERS INC.
Contact: Nancy Ginter
23251 Mulholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
Email: info@aib4insurance.com
Website: www.aib4insurance.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA

ANDRAOS CAPITAL MANAGEMENT
Contact: John Andraos
655 N. Central Ave., #1550
Glendale, CA 91203
(818) 551-6600
(866) DIQUOTE
Fax: 818-551-6615
Email: jandraos@andraos.net
Email: asimon@andraos.net
Website: www.andraos.net
Products: Disability (group, ind.); Life (whole life); Pension [401(k)]; Pension Plans/Profit Sharing.
Serving: CA

ANNUITY SOLUTIONS INC./WESTERN WORLD ANNUITY
Contact: Dorene Crist
21515 Hawthorne Blvd., Ste. 940
Torrance, CA 90503
(310) 540-5299
(800) 323-4032
Fax: (310) 316-1167
e-mail: dorenec@wwannuity.com
Website: www.annuitysolutions.com
Products: Annuities (ind., group contracts); Financial Planning
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

APPLIED GENERAL AGENCY
Contact: Natalie Birchard
1235 N. Blue Gum, Ste. A
Anaheim, CA 92806
(714) 630-2801
(800) 498-6880
Fax: (800) 630-6344
Fax: (714) 630-1085
e-mail: nbirchard@appliedga.com
Website: www.appliedga.com
Products: Final Expense, Health (Critical Illness, Medicare Supplement, Short-term major medical, simplified issue), Life
Serving: Nationwide

ARROYO INSURANCE
Contact: Tim Pine
32158 Camino Capistrano, # 204
San Juan Capistrano, CA 92675
(949)340-9662
(800) 401-6764
Fax: (949) 340-9663
email: tim@socalinsurancebroker.com
email: timp@arroyoins.com
website: www.socialinsurancebroker.com
Worker's Comp.
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

ASSOCIATION OF CHAMBER MEMBERS
Contact: Chris Anderson
231 E. Alessandro Blvd. #A359
Riverside, CA 92508
(951) 215-0420
Fax: (951) 780-2958
e-mail: chris@ccsbinsurance.com
Products: Dental (group); Health (ind.)
Serving: CA

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

BEERE & PURVES INC.
Contact: Jennifer Lisanti
1350 Treat Blvd., Ste. 470
Walnut Creek, CA 94597
(888) 722-3373
Fax: (925) 975-0661
e-mail: jlisanti@beerepurves.com
Website: www.beerepurves.com
Products: Dental (group); Health (group); Life (group); Vision (group)
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

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

BenefitMall
BENEFITMALL
Contact: Chris Peters
466 W. Fallbrook, Ste. 102
Fresno, CA 93711
(800) 477-1432
Fax: (559) 436-2544
e-mail: anned@BenefitMall.com
Website: www.BenefitMall.com
Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (group, HSA, ind., Medicare supplement, prescription drug card, short-term major medical); Life (group term, term); Pension (401[k]); Vision

BENEFITMALL
Contact: Fred Robertson
21300 Victory Blvd., Ste. 400
Woodland Hills, CA 91367
(818) 226-6502
(800) 877-0101
Fax: (818) 226-6598
e-mail: fred.robertson@benefitmall.com
Website: www.BenefitMall.com
Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (ind., group, HSA, Medicare supplement, short-term major medical); Life (group term, term); Pension (401[k]); Vision

BENEFITMALL
Contact: Tom Lindberg
Tina Baumgartner
1000 Burnett Ave., Ste. 440
Concord, CA 94520
(925) 969-3204
(800) 354-6926
Fax: (925) 969-3238
(877) 230-8160
e-mail: tom.lindberg@BenefitMall.com
e-mail: tinab@Benefitmall.com
Website: www.BenefitMall.com
Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (group, HSA, ind., Medicare supplement, short-term major medical); Life (group term, term); Pensions (401[k]); Vision

BENEFITMALL
Contact: Stephanie Bullis
500 N. College Blvd., Ste. 1400
Orange, CA 92868
(714) 940-1146
(800) 966-3791
Fax: (714) 940-1198
e-mail: stephanieb@BenefitMall.com
Website: www.BenefitMall.com
Products: AD&D, Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (group, ind.); Health (ind., group, HSA, Medicare supplement, short-term major medical); Life (group term, term); Pensions (401[k]); Vision
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

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

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

BEST HEALTHCARE RATES.COM
Contact: Tom Garolan
PO BOX 1216
Arroyo Grande, CA 93421
(877) 812-5111
Fax: (805) 481-7299
e-mail: info@besthealthcarerates.com
Website: www.besthealthcarerates.com
Products: Dental (group, ind.); Disability (group, ind.); Vision; Health (group, ind.); HSA's; Short Term Major Medical; Life (group term, guranteed issue, single premium whole life, survivor, term, universal life, variable life, whole life)
Serving: CA, GG

BEST LIFE AND HEALTH INSURANCE COMPANY
Contact: California Sales Representative
2505 McCabe Way
Irvine, CA 92614-6243
(888) 210-BEST
(800) 237-8543
Fax: (949) 553-0883
e-mail: info@bestlife.com
Website: www.besthealthplans.com
Products: Dental (group, PPO & indemnity); Life (group term, guarantee issue), Vision (indemnity)
Serving: 37 States

BEST Re
Contact: Shane Kemerly
2505 McCabe Way
Irvine, CA 92614-6243
(765) 534-4548
Fax: (949) 222-1001
e-mail: bestre@bestre.net
Website: www.bestre.net
Products: Medical Stop-Loss Insurance
Serving: Nationwide

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, index 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

CALIBRATED CAPITAL INC.

Calibrated International Benefits
International medical, international Life,
INTERNATIONAL K&R
Contact: Lisa Nguyen Cambria, LUTCF
P. O. Box 1208
Novato, CA 94948
(415) 892-3116
e-mail: lisa@calibrated.net
Website: www.calibrated.net
Products: International Risks for Life, Major Medical, Disability, K&R, Travel, Terrorism and more
Serving: Worldwide

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

CAL NET INSURANCE AGENCY
Contact: James Lin
17595 Almahurst Rd., Ste. 206
City of Industry, CA 91748
(626) 964-9757
Fax: (626) 964-9695
e-mail: mailbox@calnetins.com
Products: Life (term, universal life, whole life)
Serving: Los Angeles & Orange Counties

the camden
THE CAMDEN INSURANCE AGENCY

Contact: Phil Needleman
3255 Wilshire Blvd., Ste. 1610
Los Angeles, CA 99010
(213) 384-0084
e-mail: phil@thecamden.com
e-mail: peter@thecamden.com
Website: www.TheCamden.com
Products: Vision, (employee paid and voluntary); PPO EPO, and HMO; Dental
Serving: Nationwide

CAMPBELLS ADMINISTRATION INC.
Contact: Lora Armstrong, Randy Gant
17772 E. 17th St., Ste. N.101
Tustin, CA 92780
(714) 669-0445
(800) 660-0445
Fax: (714) 669-0541
e-mail: loraarmstrong@campbellsadmin.com
e-mail: randygant@campbellsadmin.com
Website: www.campbellsadmin.com
Products: Pension (401[k], Pension plans/profit sharing)
Serving: Los Angeles, Orange, San Diego & Riverside Counties

CARMICHAEL ASSOCIATES
Contact: Stan Carmichael
2535 Townsgate Rd., Ste. 213
Thousand Oaks, CA 91361
(805) 379-9374
Fax: (805) 379-1585
e-mail: scarmichael@foothillsecurities.net
Website: www.carmichaelassociates.com
Products: Annuities (ind.); Health (group, ind., integrated plans, Medicare bridge, Medicare supplement, self-funded
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

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

C.C.S.B. INSURANCE ADMINISTRATORS
Contact: Chris Anderson
231 E. Alessandro Blvd., # A359
Riverside, CA 92508
(951) 215-0420
Fax: (951) 780-2958
e-mail: chris@ccsbinsurance.com
Products: Dental (group); Health (ind., group); Billing Services.
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

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

CIMS
General Agency
Regional Office-Northern California
Contact: David Fear
Contact: Jennifer Mason
11160 Sun Center Drvie, Ste. A
Rancho Cordova, CA 95670
(800) 562-2467
Fax: (800) 210-3210
e-mail: dfear@cimsga.com
e-mail: jmason@cimsga.com
Website: www.cimsga.com
Products: Dental (ind., group); Health (ind., group, integrated medical, HSA, Medicare supp., international major medical, prescription drug plans, short-term medical); Life (group), Vision, Workers Comp.
Serving: CA

CIMS
General Agency

Regional Office-Northern California
Contact: David Fear
Contact: Jennifer Mason
11160 Sun Center Drvie, Ste. A
Rancho Cordova, CA 95670
(800) 562-2467
Fax: (800) 210-3210
e-mail: dfear@cimsga.com
e-mail: jmason@cimsga.com
Website: www.cimsga.com
Products: Dental (ind., group); Health (ind., group, integrated medical & work comp, HSA, Medicare supp., international major medical, prescription drug plans, short-term medical); Life (group), Vision, Workers Comp.
Serving: CA

CLAREMONT INSURANCE SERVICES
Contact: Michael Traynor, President
2999 Oak Rd., Ste. 810
Walnut Creek, CA 94597
Phone: (800) 696-4543
Direct: (925) 296-8800
Fax: (925) 588-2425
Business Hours: 8:00 am to 5:00 pm
e-mail: michael@claremontcompanies.com
Website: www.claremontcompanies.com
Products: Cafeteria Plans, COBRA Compliance, Dental (group); Disability (Group); Health (group); Health (HSA); Life (group term); Life (term); Life (universal); Life (variable); Life (whole life); Vision
Serving: N. CA

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

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 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

CRITICAL ILLNESS INSURANCE SERVICES
Contact: Gordon Gladstone
5521 Reseda Blvd., # 201
Tarzana, CA 91356
(888) 535-3005
(818) 342-9400
Fax: (818) 342-8488
e-mail: ciis@earthlink.net
Website: www.criticalillnessinsuranceservices.com
Products: Critical Illness
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

DENTAFITS, INC./RxReins
Contact: Crystal Williams
PO BOX 2284
Palm Springs, CA 92263-2284
(760) 318-6288
Fax: (760) 323-1896
e-mail: cwilliams@rxreins.com
Website: www.rxreins.com
Products: Dental (group); Prescription Drug Card, Vision
Serving: Nationwide

di_ LTC
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
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).

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

DISABILITY INSURANCE SERVICES INC.
Contact: Daniel C. Steenerson
4444 Zion Avenue, Ste. B
San Diego, CA 92120-2349
(619) 284-8444
(800) 898-9641
Fax: (619) 325-8444
e-mail: quotes@diservices.com
Website: www.DIServices.com
Products: Disability (ind.)
Serving: Nationwide

DISABILITY INSURANCE RESOURCE CENTER
Contact: Larry Schneider
P.O. Box 21243
Albuquerque, NM 87154
(505) 299-5566
(800) 551-6211
Fax: (505) 299-7788
e-mail: info@di-resource-center.com
Website: www.di-resource-center.com
Products: Disability (group, ind.),
Denied Claims Expert Witness Consultant
Serving: Nationwide

Dunhill
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

DUTCHER INSURANCE AGENCY INC.
Contact: Amy L. Yates
7510 Shoreline Dr. , Ste. A-1
Stockton, CA 95219
(209) 478-4808
(800) 350-3989
Fax: (209) 478-5614
e-mail: ayates@dutchernet.com
Website: www.dutchernet.com
Products: Dental (group, individual)

EASY INSURANCE MARKETING INC.
Contact: Connie Zarkowski
2277 Townsgate Rd., #212
Westlake Village, CA 91361
(805) 379-0590
Fax: (805) 379-1292
e-mail: easy@west.net
Website: www.easyinsurance.net
Products: COBRA Compliance, Critical Illness, Dental (ind., group); Disability (ind., group); Health (ind., group), international major medical, Medicare supplements, prescription drug card, self-funded, short-term major medical, Vision
Serving: CA

ECLECTIC HEALTH INSURANCE SERVICES
Contact: Josh Holcomb, president
PO Box 2206
Petaluma, CA 94953
Direct: (707) 490-8949
Toll Free:(888) 707-5716
e-mail: joshua@eclectichealth.net
Website: www.eclectichealth.net
Products: Integrative Wellness, Discount Card

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

FAIRLANE FINANCIAL CORP.
Contact: Marketing
1200 S. Pine Island Rd. Ste. 100
Ft. Lauderdale, FL 33324
(800) 327-1460
Fax: (954) 476-0051
e-mail: info@888fairlane.com
Website: www.888fairlane.com
Products: Annuities (ind.)
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

A FINANCIAL FREEDOM SENIOR FUNDING CORPORATION
Subsidiary of Indymac Bank F.S.B.
Contact: Robert Scott FVP - Wholesale
1 Banting
Irvine, CA 92618
(949) 923- 3845
Fax: (678) 277-3754
e-mail: rscott@financialfreedom.com
Website: www.financialfreedom.com
Products: Reverse mortgage lender

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

FIRST EAGLE INSURANCE SERVICES
Contact: Vic Vartanian
333 S. Central Ave., # 101
Glendale, CA 91204
(818) 500-1771
(818) 500-1855
(800) 447-4999
e-mail: vic@hipi999.com
Website: www.healthinsuranceplansinfo.com
Products: Dental (ind, group); vision; Health (ind., group); Int. Major Medical MSA's; Medicare Bridge; Medicare Supplement; Short Term Major Med.
Serving: Nationwide

FIRST RESOURCE INSURANCE SERV., INC.
Contact: Susan J. Edward
4901 Morena Blvd., # 102B
San Diego, CA 92117
(858) 272-7700
(866) 959-7700
Fax: (858) 272-7704
email: firstresource@sbcglobal.net
Product: Disability (Ind.), Annuities (Ind.), Life (Charitable Giving Programs, Policy Exchange, Universal, Variable, Whole Life), LTC.

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

FLEXTODAY, INC.
Contact:  Kathleen Hopper
FlexToday, Inc.
191 W Shaw Ave Ste 101
Fresno, CA  93704
Ph: 800-995-5373
Fax 559-432-6220
email:  Kathleen@FlexToday.com 
Website:  www.FlexToday.com
Products:  Cafeteria (Flex) Plans, Health Reimbursement Arrangements, Commuter Choice Benefits, Custom Welfare and Wellness Programs, COBRA Compliance Administration, Retiree Billing and Direct Premium Billing.
Serving: Nationwide

FSD FINANCIAL SERVICES
Contact: Bob Affronti & Jeff Affronti
5530 Corbin Ave., Ste. 333
Tarzana, CA 91356
(818) 881-6970
(800) 373-9697
Fax: (818) 881-6973
e-mail: annuity@earthlink.net
Website: www.fsdfinancial.com
Products: Annuities (group, ind.); Life (term, universal, whole)
Serving: Most of the U.S.

GAIDS
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

HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
Contact: THOMAS J. HARTFILED
980 Enchanted Way
Simi Valley, CA 93065
(805) 522-5815
e-mail: Tom@hartfieldfinancial.com
Website: www.hartfieldfinancial.com
Products: Annuiteis (ind.; Group; Variable), 401 (K), Pension Profit Sharing, Financial Planning, Term, Universal Life, Variable Life, Whole Life.
Serving: California

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

HEALTHCARE PRODUCERS INC.
Contact: John Enright
4901 Morena Blvd., # 123
San Diego, CA 92117
(800) 815-5622 ext. 103
Fax: (858) 866-0799
e-mail: john@healthcareproducers.com
Website: www.healthcareproducers.com
Products: Health (group, ind.); Prescription Drug Card
Serving: AZ, CA, NV

HEALTHINSURANCE.COM INC.
Contact: Warren Blumberg
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 737-9300
(800) 476-5900
Fax: (310) 737-9304
e-mail: WB@Kelsey.com
Website: www.HealthInsurance.com
Products: Health (ind., group)
Serving: 47 States

HealthCareShopper.com, LLC
Contact: Lorenzo Machuca
1891 S. Coast Hwy., Ste. A
Laguna Beach, CA 92651
(800) 557-5693
(949) 494-3122
Fax: (949) 494-0302
Fax: (949) 396-8974
e-mail: info@healthcareshopper.com
Website: www.healthcareshopper.com
Products: Internet Brokerage Agency
Serving: Nationwide

HTH WORLDWIDE
Contact: Brendan Sharkey
One Radnor Corporate Center, # 100
Radnor, PA 19087
(610) 254-8700
(888) 243-2358
Fax: (610) 293-3529
e-mail: partnerprogram@hthworldwide.com
e-mail: jcappelli@hthworldwide.com
Website: www.hthworldwide.com
Products: Health (group, ind.);Int. Major Medical
Serving: Nationwide

IBP INSURANCE SURVICES
Contact: Peter Kuhn
6920 Santa Teresa Blvd., Ste. 108
San Jose, CA 95119
(408) 363-6004
Fax: (408) 363-6005
e-mail: peter@ibpis.com
Website: ibpis.com
Products: Medical (group); Dental (group); Life (group term);Disability (group): H.S.A. 401k (group), Employee Communication, HRIS
Serving: Nationwide

INNOVATIVE SOLUTIONS INSURANCE SERVICES LLC.
Contact: Lisa DiBugnara
200 N. Sepulveda Blvd., #900
El Segundo, CA 90245
(310) 851-8222 ext. 5198
(800) 551-8289
Fax: (310) 818-5199
e-mail: ldibugnara@isislife.com
Website: www.isislife.com
Products: Annuities (ind.); Life (survivorship term life, variable universal life); Long Term Care Insurance
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: Annuities(Fixed, Index, Variable), Term, UL, Index UL, Whole Life, Variable, single premium, Second to die, Simple issue, Guarantee Issue life. Disability, LTC. Life Settlement, Premium Financing, Pension Plans.
Serving: Nationwide and International

InsuranceToGo
Worldwide Insurance Agency
Contact: Kristin Ash
500 Professional Center Dr., Ste. 515
Novato, CA 94947
(877) 598-8646
Fax: (415) 898-0877
e-mail: info@insurancetogo.com
Website: www.insurancetogo.com
Products: Health (international major medical)
Serving: Worldwide

INTEGRATED PLANNING SOLUTIONS
Contact: Michael L. Sandfrey
2245 First St., Ste. 211B
Simi Valley, CA 93065
(805) 520-8870
(866) 547-0643
Fax: (805) 520-8871
e-mail: msandfrey@ipsfinancial.com
Products: Individual Disability
Serving: AZ, CA, NV

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

JACK VAN ROSSUM & ASSOCIATES
Contact: Jack Van Rossum
23 Garden Park Dr.
Chico, CA 95973
(530) 342-6915
Fax: (530) 342-6812
e-mail: jrossum@sbcglobal.net
Products: Financial Planning, Pension (401[k]; pension plans/profit sharing)

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

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

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

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

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

LISI
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

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

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

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

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

MERCHANTS BENEFIT ADMINSTRATION, INC.
Contact: Laura Genzer
13840 N. Northsight Blvd., # 101
Scottsdale, AZ 85260
(800) 800-6543
Fax: (480) 374-8952
e-mail: lgenzer@mbainc.us
Website: www.mbainc.us
Products: Dental (ind.), Health (Group), Guaranteed Issue Life
Serving: Nationwide

MELICHAR & ASSOCIATES INC.
Contact: Jim Melichar
P.O. Box 3728
Chatsworth, CA 91313
(818) 349-1175
Fax: (818) 349-1048
e-mail: jimemel@sbcglobal.net
Products: Provides benefits and consulting services for associations and union trust funds
Serving: Nationwide

MHN
PO Box 10697
San Rafael, CA 94912
(800) 327-7526
Fax: (415) 254-1455
e-mail: productinfo@mhn.com
Website: www.mhn.com
Products: EAP and Behavioral Health Coverage for Health Group and Health Integrated.
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 Marketing
Serving: Nationwide

MWG MARKETING
5722 I-55 N. Frontage Rd.
Jackson, MS 39211
(800) 800-1397
Fax: (601) 956-1702
e-mail: marketing@morganwhite.com
Website: www.mwgdental.com
Website: www.mwgvision.com
Website: www.mwgGapPlans.com
Products: Group and Individual Dental, Vision, Medical Gap Plans
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

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

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

NORTHSTAR NETWORK INSURANCE AGENCY INC.
Contact: Katie O’Rourke
1601 Bayshore Highway, Ste. 360
Burlingame, CA 94010
(866) 913-9676
Fax: (650) 692-5204
e-mail: katie@northstarnetworkinc.com
Website: www.northstarnetworkinc.com
Products: LTC
Serving: Nationwide

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

OVERSEAS TRAVEL INSURANCE SERVICES
Contact: LeAnne Lary
(805) 531-9200
(866) 684-7123
Fax: (805) 531-1161
e-mail: info@otis123.com
e-mail: leanne@otis123.com
Website: www.otis123.com
Website: www.overseastravelinsuranceservices.com
Products: Worldwide Travel Medical Insurance Groups/Associations/Mission Trips Individual Holiday/Trip cancellation Insurance International Major Medical Missionary Insurance, Immigration Insurance, Insurance to obtain VISAS Student Travel Insurance, Short Term Major Medical (immediate ID cards)
Service Area: Nationwide

PAMELA LEONARD INSURANCE SERVICES
Contact: Pamela Leonard
Murrieta, CA 92563
(951) 894-6294
Fax: (951) 894-4994
Products: Critical Illness, Dental (group, ind.); Disability (ind.); Health (group, HSA, ind., Medicare supplement, short-term major medical); Life (term); Prescription Drug Card, Vision
Serving: AZ, CA, MI

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

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.

THE PENSION GROUP, INC.
Contact: Peter Stephan/Tamara Lewis
23046 Avenida De La Cartota, #500
Laguna Hills, CA 92653
(949) 768-4015
Fax: (949) 600-7666
e-mail: pstephan@pensions.com
e-mail: tlewis@pensions.com
Website: www.pensions.com
Products: 401(k); Pension/Profit Sharing
Serving: CA

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.

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

PETER TRUMMER INSURANCE
Contact: Peter Trummer
10075 W. River Street, #201
Truckee, CA 96160
(530) 587-8900
Fax: (530) 587-8883
Products: AD&D, Annuities (group, ind., variable); Cafeteria Plans, Cancer Insurance, Chiropractic Benefit, COBRA Compliance, 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 (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, variable life, whole life); LTC, Pension (401[k], Pension plans/profit sharing); Prescription Drug Card, Vision, Worker’s Comp, Worksite Marketing
Serving: Nationwide

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

PONTRELLI, TIMOUR & ASSOCIATES
Contact: Chris Pontrelli Jr., Raphy Timour
1039 Hope St.
Pasadena, CA 91030
(626) 795-4138 Ext. 250
Fax: (626) 795-6496
e-mail: cpontrelli@ptbenefits.com
Website: www.ptbenefits.com
Products: Group Employee Benefits
Serving: CA

PRAM INSURANCE SERVICES INC.
Contact: David P. Wilson
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12
(800) 262-7726
Fax: (714) 255-0977
e-mail: dwilson@pram.com
Website: www.pram.com
Products: Dental (group); Health (group, Medicare bridge, prescription drug card); Life (group term); Worker’s Comp, Worksite Marketing, Consulting, Fully Insured Prescription Drug Plans
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

PREFERRED LIFE SOLUTIONS
Contact: Jeff Patterson
437 S. Highway 101, Ste. 212
Solano Beach, CA 92075
(800) 733-6445
Fax: (858) 350-6916
e-mail: jeff@leishergroup.com
Products: Life Settlement
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. 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

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
(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 (guaranteed issue); Life (living payout option); Life (policy exchange); Charitable Giving Programs, Single Premium Whole Life, Pension/Profit Sharing, Variable UL

rogers
ROGERS BENEFIT GROUP
Contact: Dave Di Maria
130 N. Brand Blvd., Ste. 206
Glendale, CA 91203
(818) 502-3800 ext. 11
(800) 654-3050
Fax: (818) 502-2170
E-mail: losangeles@rogersbenefit.com
Website: www.rogersbenefit.com
Products: Dental (Group), Health (Group)
Serving: Los Angeles, Orange, Riverside, San Bernardino, Santa Barbara, San Luis Obispo and Ventura Counties

ROGERS BENEFIT GROUP
Contact: Angie Purcell
6540 Lonetree Blvd.
Rocklin, CA 95661
(916) 960-0400
(866) 405-2790
Fax: (916) 960-0420
E-Mail: sacramento@rogerbenefit.com
Website: sacramento.rogersbenefit.com
Products: Heath (group)
Serving: Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, Eldorado, Fresno, Humboldt, Kern, Kings Lake, Marin, Mariposa, Mendocino, Napa, Placer, Plumas, Sacramento, San Joaquin, Shasta, Solano, Sonoma, Stanislaus, Sutter, Tehama, Tulare, Yolo, Yuba and Northern Nevada

ROGERS BENEFIT GROUP
Contact: Andy Kerr
6155 Almaden Expressway, Ste. 210
San Jose, CA 95120
e-mail: akerr@rogersbenefitgroup.com
e-mail: sanjose@rogersbenefit.com
Website: www.rogersbenefit.com
(408) 268-9700
(877) 724-4671
Fax: (408) 997-7737
Products: Dental (group), Disability (group), Health (group)
Serving: Alameda, Contra Costa, Marin, Monterey, Napa, Sanbenito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano, Sonoma Counties

ROGERS BENEFIT GROUP-San Diego
Contact: Stacey Buchholtz
701 Palomar Airport Rd, Ste. 130
Carlsbad, CA 92011
(760) 603-8100
(800) 872-0459
Fax: (877) 508-7255
e-mail: stacey@rbgsocal.com
e-mail: dennis@rbgsocal.com
e-mail: rgbsocal@rogersbenefit.com
Website: www.rbgsocal.com
Products: Dental (group), Health (group)
Serving: San Diego, Orange, Riverside, San Bernardino, Imperial Counties

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)

ROUTE THREE INSURANCE & FINANCIAL SERVICES
Contact: Ralph Weber
179 Niblick Rd., #347
Paso Robles, CA 95446
(805) 277-0741
(877) 259-3789
Fax: (888) 720-7261
e-mail: ralph@financialhealthinsurance.com
e-mail: ralph@myfinancialhealth.com
Website: www.FinancialHealthInsurance.com
Products: Critical Insurance Sales, Service, Coaching Plus Contracting
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

SAVE GAINS TAX
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
e-mail: pstraub@aol.com
Website: www.savegainstax.com
Products: Annuities, Pensions (pension/profit sharing)
Serving Nationwide

SELECTIVE HEALTH AND LIFE INSURANCE
Contact: George Kravitz
17647 Gilmore St.
Van Nuys, CA 91406
(818) 996-8888
Fax: (818) 996-7777
Products: Dental (ind.); Disability (ind.); Health (ind., group, Medicare supplement, short-term major medical); Life (group term, single premium whole life, term, universal life, whole life); LTC
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

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

STEVE SHORR INSURANCE
Contact: Steve Shorr
1027 W. 11th Street, #3
San Pedro, CA 90731-3558
(310) 519-1335
Website: www.SteveShorr.com
Products: Health (ind., group); Disability (ind.); Life (ind.)
Serving: CA

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

SunRx
Contact: Anthony Frasco
815 E. Gate Dr., Ste. 102
Mount Laurel, NJ 08054
(856) 910-7776 x4016
(800) 786-1791
Fax: (856) 910-9041
e-mail: afrasco@sunrx.com
Website: www.sunrx.com
Website: www.340BSimplified.com
Products: FEDERAL 340B Drug Discount Program Management for Eligible Health Centers and Hospitals; Self funded Prescription benefit management and prescription Discount Card Programs.
Serving: Nationwide

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

TAX & FINANCIAL GROUP
Contact: Christine Bond
4001 Mac Arthur Blvd. , 3rd Floor
Newport Beach, CA 92660
(949) 223-8100 (800) 373-2177
Fax: (949) 223-8101
e-mail: christine.bond@tfgroup.com
Website: www.tfgroup.com
Products: Annuity (group contract, ind., variable); Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (ind., group, HSA); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, survivor, term, universal life, variable, whole life); LTC, Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card, Vision, Worksite Marketing
Serving: S. CA, WA, CO, HI

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

THOMSON INSURANCE BROKERS/RTIB, INC.
Contact: Rich Thomson
P.O. Box 18283
S. Lake Tahoe, CA 96151
(530) 541-8511
Fax: (530) 541-6832
e-mail: george@rtibtahoe.com
Products: Acupuncture, Dental (group); Disability (ind.); Health (ind., international major medical, HSA, Medicare supplement, short-term major medical); Life (group term)
Serving: N. CA & Northern NV

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

TOTAL FINANCIAL & INSURANCE SERVICES
Contact: Martin Greenberg, Craig Brown
11835 W. Olympic Blvd., #600
Los Angeles, CA 90064
(310) 477-7500
(800) 989-7500
Fax: (310) 575-3912
e-mail: mgreenberg@totalfinancial.com
e-mail: cbrown@totalfinancial.com
Website: www.TotalFinancial.com
Products: Annuities (ind., variable); Life (charitable-giving programs, guaranteed issue, survivor, term, universal life, variable, whole life, secondary market for life 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); LTC, 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

TRIPLECHOICEPLAN
Contact: Larry Kent
1964 Westwood Blvd., Ste. #420
Los Angeles, CA 90025
(310) 470-2343 ext. 150
(800) 489-7577 ext. 150
Fax: (310) 441-5660
e-mail: lkent@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products: Group Dental, Vision, Ortho, Life, LTD and STD
Serving: Nationwide

TWH ANNUITIES & INSURANCE AGENCY INC.
Contact: Tipton Huffman
6200 E. Canyon Rim Rd., #203
Anaheim Hills, CA 92807
(714) 283-9194
(800) 200-9194
Fax: (714) 283-9197
e-mail: info@twhagency.com
Website: www.twhagency.com
Products: Annuities (ind.); Life (single premium whole life, survivor, term, group term, universal life, whole life); LTC
Serving: Nationwide


USI INSURANCE SERVICES
Contact: Wendy Miller
Director of Sales & Client
Relations-Insurance Professionals
Travel Insurance Services,
A Member Company of USI Affinity
2950 Camino Diablo, Ste. 300
Walnut Creek, CA 94597
(800) 937-1387 ext. 43030
(925) 407-3030
Fax: (610) 537-2224
e-mail: wendy.miller@travelinsure.com
Web Site: www.travelinsure.com
Products: Health (group, ind., Medicare supplement, short-term major medical, international major medical)
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

WARNER PACIFIC INSURANCE SERVICES
Contact: Jeff Papenfus, VP of Sales
32110 Agoura Rd.
Westlake Village, CA 91361
(800) 801-2300
Fax: (818) 575-2344
e-mail: jeffp@warnerpacific.com
Website: www.warnerpacific.com
Products: Chiropractic, Dental (group); Health (ind., Small and Large group, integrated plans, HSA); Life (group, term); Vision
Serving: CA, CO and MI

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

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

WOLFPACK INSURANCE SERVICES
Contact: Logan Wolf
1510 Folger Dr.
Belmont, CA 94002
(650) 631-2460
(800) 296-0192
Fax: (650) 591-4022
e-mail: logan@dvins.com
Website: www.dentalandvisionins.com
Products: Dental (group); Vision (group)
Serving: CA

word & brown
WORD & BROWN
Contact: Gary Smith
801 N. Brand Blvd., Ste. 900
Glendale, CA 91203
(818) 247-2861
(800) 560-5614
Fax: (800) 355-9711
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Kern, Los Angeles, San Luis Obispo, Santa Barbara and Ventura Counties

WORD & BROWN
Contact: Jeff Miller
721 S. Parker, Ste. 300
Orange, CA 92868
(714) 835-6752
(800) 869-6989
Fax: (714) 953-9404
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Orange Office and Headquarters

WORD & BROWN
Contact: James Bennett
3131 Camino Del Rio North, Ste. 820
San Diego, CA 92108
(619) 299-5001
(800) 397-3381
Fax: (619) 299-2070
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: San Diego Regional Office

WORD & BROWN
Contact: Bill Mason
3633 Inland Empire Blvd. Ste. 310
Ontario, CA 91764
(909) 945-2224
(877) 225-0988
Fax: (909) 945-3339
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Inland Empire Regional Office

WORD & BROWN
Contact: Jan Mesa
1737 N. First Street, Ste. 680
San Jose, CA 95112
(408) 437-5929
(800) 255-9673
Fax: (408) 437-5925
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com
Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: N. CA Regional Office

WORLDMED ASSIST
Contact: Wouter Hoeberechts
1230 Mountain Side Ct
Concord, CA 94521
(866) 999-3848
(925) 969-1044
Fax: (925) 905-5898
Email: whoeber@worldmedassist.com
Website: www.worldmedassist.com
Products: Medical travel option for inclusion in group health plans

ZAVIDOW-SHOWS INSURANCE SERVICES INC.
Contact: Rich Solomon
1919 Williams St., Ste. 345
Simi Valley, CA 93065
(805) 955-9280
Fax: (805) 955-9285
e-mail: rich@zavidow-shows.com
Products: Health (prescription drug card); vision
Serving: Western States-Vision
Nationwide: Prescription Drug Card

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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