California Broker 2020 Directory
General Agencies

GENERAL AGENTS LISTING

Independent Brokerage Agencies, known to many as “General Agents,” can lead brokers through the product maze. They search the market to find the product to fit brokers’ proposals. Independent Life/Health Brokerage agencies act as the broker’s representative. Although they also perform marketing functions for the carrier, they see the broker as the client. The Products Section tells which agencies handle various products.

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Accent Insurance Brokerage
Contact: Melissa Shaw, CFP
26477 Rancho Pkwy South
Lake Forest, CA 92630
(949) 699-1662 Ext. 204
(800) 729-6344
Fax: (949) 699-1069
email: Melissa@accentinsurancebrokerage.com
Website: www.accentinsurancebrokerage.com
Website: www.melissashawplanner.com
Products: Life Insurance (wholesale insurance for the financial professional); Long Term Care; Financial counseling.
Serving: CA

Advanced LTC Insurance Services
Contact: Larry Banks
520 E. Wilson Ste. 210
Glendale, CA 91206
(818) 547-6677, (800) 427-3209
Fax: (818)547-2220
Email: info@advancedltc.com
Email: larry@advancedltc.com
Email: barry@advancedltc.com
Website: www.advancedltc.com
Products: Dental (Ind. Group); Health (Group, ind.); LTC, Life (group term, term, UL); Vision, Worksite Marketing

AIGILIS Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921, (866) 205-1936
Fax: (480) 287-8574
email: mgebhardt@aigilis.com
Website: www.aigilis.com
Products: Indemnity medical plans, medical gap plans, Telemedicine, Accident, Critical Illness; Dental (ind., group)
Serving: Nationwide

ALLIED ADMINISTRATORS
Contact: Danielle Jackson
825 Battery Street
San Francisco, CA 94111
(415) 989-7443
(877) 472-2669
Fax: (415) 439-5861
email: djackson@alliedadministrators.com
email: marketing@alliedadministrators.com
website: www.alliedadministrators.com/abs
Products/Services: Allied Benefit Suite, featuring Delta Dental’s Small Business Program
Min.Case Size: 2-99
Serving: CA

Allstate Benefits
Contact: Art Kasabian
450 Exchange, Suite 250
Irvine, CA 92602
(559) 308-4564
email: akasb@allstate.com
Website: allstatebenefits.com
Products/Services: Accident, Critical Illness, Cancer,
Disability, Life Insurance and Hospital Indemnity Insurance
Min. Case Size: 1
Serving: Western Territory

Americal Advanced Insurance Solutions, LLC
Contact: Gene Tapper
1964 Westwood Boulevard, Suite 120
Los Angeles, CA 90025
(310) 441-5699 ext. 169
(866) 311-2656 ext. 169
Fax: (310) 441-5660
email: gtapper@americalltc.com
Website: www.americalltc.com
Website: www.ltc411.com
Products: Long-Term Care, Disability, Life and Annuity (Individual)
Serving: Nationwide

ABS-American Brokerage Solutions
Contact direct: Michael Carroll
(302) 945-6906
email: mcarroll19@verizon.net
Benefits offered: Guarantee Issue life to 500,000… Guar Issue Acc. DI benefit; 14/30 day elim-1 year BP-4,000 benefit a month-ages 18-70, same rate for all ages…Guar issue Travel major medical approved in 155 Countries, benefit up to 2,000,000, 5 days to 364 days coverage, renewable…NEW CORP BENEFIT, Guar Issue, ind/company, up to 80% discount travel lodging or beach home rentals for 1/20th the usual cost….creates revenue stream for client & broker, High issue LTD DI coverage up to $250,000 coverage benefits a month to age 75, International life insurance issued up to 100,000,000 per life approved in 135 Countries.

American Capital Security Corp.
Contact: Paul D. Kaplan, CLU
310 N. Westlake Blvd., Ste. 240
Westlake Village CA 91362
(818) 380-0034, (800) 822-7251
Fax: (818) 706-0203
email: paul@paradigmins.com
Website: www.back9ins.com
Products: Life Insurance – Quote and Apply Platform for Protection and Accumulation product portfolio; Long Term Care insurance – Stand Alone, Linked Benefit and Hybrid Life plans; Disability Income – Individual, Overhead Expense and Disability Buy-Out; Annuities – Income, Accumulation and our special Income Assurance Immediate Need Annuity; Single Employer Post-Retirement Medical Reimbursement Plan – Retirement Benefit Plan.
Serving: Nationwide

American Insurance Brokers Inc.
Contact: Brett Bennett
26050 Mureau Road, Ste. 200
Calabasas, CA 91302
(818) 591-8700, (800) 669-8700
Fax: (818) 591-8722
email: bbennett@aib4insurance.com
email: info@aib4insurance.com
Website: www.aib4insurance.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA

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
email: 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
Serving: Nationwide

Applied General Agency
1040 N. Tustin Ave.
Anaheim, CA 92807
(800) 498-6880
Fax: (800) 630-6344
email: brokerservice@appliedga.com
Website: www.appliedga.com
Products: Medicare Advantage, Medicare Supplement, Life, Annuities; Critical Illness; Final Expense; Health (ind.)
Serving: Nationwide

Assets Unlimited Inc.
Contact: Bill Metzger
6472 Camden Ave., Ste. 204
San Jose, CA 95120
(408) 879-3850 Fax: (408) 879-3855
email: wmetzger@hr-consult.com
email: aui@hr-consult.com
Website: www.hr-consult.com
Products: AD&D; Cafeteria Plans; Chiropractic Benefit; COBRA Compliance; Critical Illness; Dental (ind., group); Disability (ind., group); Health (group, HSA, ind., integrated plans, international major medical, Medicare bridge, short-term major medical, Medicare supplement, prescription drug card); Life (group term, living-payout-option, special risk, survivor, term, universal life, whole life); LTC, Pension (401[k], pension plans/profit sharing); Vision
Serving: West Coast

Association of Chamber Members
Contact: Chris Anderson
231 E. Alessandro Blvd. Ste. A359
Riverside, CA 92508
(951) 215-0420, Fax: (951) 780-2958
email: chris@ccsbinsurance.com
Products: Dental (group); Health (ind.)
Serving: CA


BackNine Insurance Services
Paradigm Insurance Marketing
American Capital Security Corp
310 N. Westlake Blvd., Ste. 240
Westlake Village CA 91362
(818) 380-0034
(800) 822-7251
Fax (818) 706-0203
e-mail paul@paradigmins.com
website: www.back9ins.com
Products: Life Insurance – Quote and Apply Platform for Protection and Accumulation product portfolio; Long Term Care insurance – Stand Alone, Linked Benefit and Hybrid Life plans; Disability Income – Individual, Overhead Expense and Disability Buy-Out; Annuities – Income, Accumulation and our special Income Assurance Immediate Need Annuity; Single Employer Post-Retirement Medical Reimbursement Plan – Retirement Benefit Plan.
Serving: Nationwide

Barry A. Sikov, Life & Health Plan Advisor
Belair Insurance Services Inc.

Contact: Barry A. Sikov
522 S. Sepulveda Blvd., Ste. 207
Los Angeles, CA 90049-3539
(310) 476-9720, Fax: (310) 476-9731
email: insurer9@aol.com
Website: www.belairinsuranceservices.com
Products: Acupuncture, Cafeteria Plans; Chiropractic; COBRA Compliance; Dental (ind., group); Disability (ind., group); Health (ind., HSA, group, international major medical, PDP’s, Medicare supplement, Medicare Advantage, short-term major medical); Life (group term, survivor, term, universal life, indexed universal life); LTCi; Vision, Workers’ Comp
Serving: AR, AZ, CA, CO, FL, HI, MS, MO, NJ, NM, NV, NY, OH, OR, TX, UT, WA

Barry J. Fisher Insurance Marketing & Borden Hamman Agency
Contact: Barry J. Fisher
9868 Plano Road
Dallas TX 75238
(818) 444-7730 ext 2201
Fax: (214) 302-8198
email: barry.fisher@bordenhamman.com
Website: www.bjfim.com
Products: Traditional and Linked LTCi, Term, UL, WL, Long Term Disability, Critical Illness
Serving: Nationwide

Bay Financial and Insurance Services
Contact: Steven L Pelly
216 Willamette Avenue
Kensington, CA 94703
(510) 356-4200
(800) 261-9931
Fax: (510) 356-4202
email: sfbayins@gmail.com
Ancillary Benefits: Critical Illness, Disability – Individual
Annuities: Individual
Life Insurance: Life – Guaranteed Issue, Life Settlements, Life Policy Exchanges, Single Premium Whole Life, Survivor Life Insurance, Term Life, Universal Life, Whole Life. Long Term Care.
Serving: CA, NJ, FL

Bay River Insurance Services
Contact: F. Thomas Biglione, CLU ChFC
1501 El Camino Ave., Ste. 1
Sacramento, CA 95815 1922
The Alameda, Ste. 102
San Jose, CA 95126
6809 Indiana Ave., Ste. 147
Riverside, CA 92506
(866) 252-2977
Fax: (888) 957-2977
email: tom@rvfis.com.com
Website: www.bayriverins.com
Products: Annuities (ind., group); Cancer; Critical Illness; Disability (individual); Life; LTCI; Pension 412(e)(3), AD&D, Life (term); Life (universal); Life (survivor); Life (guar issue); Life (living payout option); Life (policy exchange); Charitable Giving Programs; Single Premium Whole Life; Pension/Profit Sharing; Variable UL

Beere & Purves, Inc.
Contact: Jennifer Lisanti
1350 Treat Blvd., Ste. 470
Walnut Creek, CA 94597
(888) 722-3373, Fax: (925) 975-0661
email: jlisanti@beerepurves.com
Website: www.beerepurves.com
Products: Dental (group); Health (group); Life (group); Vision (group)
Serving: CA

BenefitMall (Northern CA)
Contact: Mike Suess
2300 Clayton Road, Suite 1540
Concord, CA, 94520
Phone: (925) 969-3200
(800) 354-6926
Fax: (925) 969-3238
email: Mike.Suess@benefitmall.com
Website: www.benefitmall.com
Products: Benefits Administration; COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision, Stop-Loss
Serving: Nationwide

BenefitMall (Southern CA)
Contact: Casey Allen
6200 Canoga Avenue, Ste. 300
Woodland Hills, CA 91367
Phone: (818) 348-1200
(800) 877-0101
Fax: (818) 226-6524
email: Casey.Allen@benefitmall.com
Website: www.benefitmall.com
Products: Benefits Administration; COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision, Stop-Loss
Serving: Nationwide

Benefits Store Inc.
Contact: Roger Smith
Toll Free: (800) 446-2663
Phone: (925) 855-9500
Fax: (925) 855-2051
Email: Info@BenefitsStore.com
Website: www.BenefitsStore.com
Products/Services: Group Association Health (Medical/Dental/Vision) for Individuals.
Brokerage/Producer Sales Opportunities.
TPA Services for Small Group Cafeteria Plans.
Serving: California and Nationwide

Berbower Insurance Agency
Contact: Mark Berbower
1330 W. Robinhood Dr, Ste. A1
Stockton, CA 95207
Mailing Address :PO Box 7688
Stockton, CA 95267
(209) 405-1088
email: Mark@Berbowerinsurance.com
Website: www.Berbowerinsurance.com
Products: Dental (group, ind.); DI (disability income); Health (group, ind.); Life (single premium whole life, term, universal life, whole life
Serving: CA, OR

Berwick Insurance Group
Contact: Colleen Gimbel
4576 E. Camp Lowell
Tucson, AZ 85712
(888) 745-2320
website: www.berwickinsurance.com
Products: Medicare Advantage, Medicare Supplement, PDP
Serving: Nationwide

BEST Life and Health Insurance Company
PO Box 19721
Irvine, CA 92623
(800) 237-8543
(800) 433-0088
For Brokers: brokerservice@bestlife.com
For Customer: cs@bestlife.com
General Inquiry: info@bestlife.com
Website: www.bestlife.com
Products: Group Dental, Vision, Life and STD; Individual and SHOP, State Exchanges
Min. Case Size: 2
Serving: 39 States

Beta Benefits
Contact: Ron Stock
9279 Research Drive
Irvine, CA 92618
(714) 664-0211
(877) 421-9939
email: ron@betabenefits.com
website: betabenefits.com
website: nippylinks.com
website: turning65seminar.com
Product: Dental (ind.), Vision, Medicare Supplement, Medicare advantage plan, Prescription drug plan.
Serving: AZ, CA, FL, MA, NV, OR, TX, WA

BGA Insurance
Contact: Danielle Geissler
2900 Bristol St., Building B300
Costa Mesa, CA 92626
(949) 769-5796
(877) 955-0242
Fax: (949) 955-9215
email: info@BGAInsurance.com
email: DanielleG@BGAInsurance.com
Website: www.BGAInsurance.com
Products: Annuities (ind., Group); Life (Charitable Giving Programs, Group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, variable life, whole life); LTC
Serving: Nationwide

Bill Proctor & Associates Insurance Services, Inc
Contact: Jeremy Proctor
57353 29 Palms Hwy Ste A
Yucca Valley, CA 92284
(855) 568-5348
email: jeremy@proctorins.com
website: www.proctorins.com
Products: Medicare Advantage; Medicare Supplement; PDP (Prescription Drug Plans); Life Insurance; Final Expense; Health (individual and group) and Dental (individual and group)
Primary Market: California (Medicare Sales)
Licensed in AZ, CA, ID, MT, NM, NV, OR, TX, VA, WA, WV, WI

Bryson Financial
Contact: Trent Bryson
3777 Long Beach Blvd., 5th Floor
Long Beach, CA 90807
(562) 435-4267, Fax: (562) 435-5639
email: trent@brysonfinancial.com
Website: www.brysonfinancial.com
Products: AD& D; Dental (ind., group); Disability (ind.); Employee Benefits, Financial Planning, Health (Group. 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: Nationwide

BSI Insurance Services, Inc.
Contact: Jim Cerf
Post Office Box 2722
Petaluma, California 94953
(707) 778-8581, (800) 972-1474
E-Fax: (949) 769-5796
email: bsi4ltc@pacbell.net
Products: Annuities; Life Insurance (term, universal life); Long Term Care Insurance traditional and linked
Serving: Nationwide

California Long Term Care Insurance Services, Inc.
Contact: Katie O’Rourke
Contact: Louis Brownstone
Contact: Diann Murphy
1601 Bayshore Hwy., Ste. 205
Burlingame, CA 94010
(650) 692-5202 (800) 303-1527
Fax: (650) 692-5204
email: katie@cltcinsurance.com
email: louis@cltcinsurance.com
email:Diann@cltcinsurance.com
Website: www.californialongtermcare.com
Products: LTC, Linked-LTC, Critical Illness
Serving: CA

The Camden Insurance Agency
(an Affiliate of Vision Plan of America)
Contact: Phil Needleman
3250 Wilshire Blvd Ste. 1610
Los Angeles, CA 90010
(800) 400-4VPA
Fax: (213) 384-0084
email: info@visionplanofamerica.com
email: phil@thecamden.com
Website: www.visionplanofamerica.com
Products: Vision (ind., group, Employee paid and voluntary HMO, PPO); Dental (ind., group, HMO, EPO, PPO), Acupuncture/Chiropractic, Administrative Services, Bundle Billing Available for All Ancillary Products
Serving: Nationwide

Carmichael Associates
Contact: Stan Carmichael
30343 Canwood St., Ste. 111
Agoura Hills, CA 91301
(805) 379-9374, Fax: (805) 379-1585
email: mail@carmicassoc.com
Website: www.carmichaelassociates.com
Products: Annuities (ind. Variable); Health (group, ind., integrated plans, Medicare bridge, Medicare supplement, self-funded); Life (secondary market for life insurance), LTC, DI
Serving: Nationwide

Cassani & Associates Insurance Services Inc.
Contact: Louis J. Cassani, Joe Cassani
1391 Redondo Ave. Ste. 200
Long Beach, CA 90804
(562) 597-1919, (800) 388-5429
email: joe@cassaniinsurance.com
website: www.cassaniinsurance.com
Products: Annuities, Disability, Life (UL, IUL, term, whole, Special Risk Underwriting), LTC
Serving: Nationwide

Cavalier Associates
Contact: Justin Smith
2801 Townsgate Rd., Ste 350
Westlake Village, CA 91361
(800) 350-2019
Fax: (949) 242-2769
email: justin@cavalierassociates.com
website: www.cavalierassociates.com
Products: Annuities (ind., variable); Disability; Life (term, universal life, survivor, whole life)
Serving: CA

C.C.S.B Insurance Administrators
Contact: Chris Anderson
231 E. Alessandro Blvd., Ste. A359
Riverside, CA 92508
(951) 215-0420, Fax: (951) 780-2958
email: 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
email: john@cencoinsurance.com
Website: www.cencoinsurance.com
Products: Annuities (ind.); Disability (ind.); Life (indexed life, survivor, term, universal life, whole life); LTC
Serving: Northern & Central CA

Chimienti & Associates
Insurance Services
Contact: Toney Chimienti, President
3400 W. Mineral King, Suite B
Visalia, CA 93291
(877) 733-1670
email: info@chimienti.com
Website: www.chimienti.com
Products: Medical GAP Plans, Premium Saver, Solution Plus Advantage program, Telemedicine Voluntary Short & Long Term Disability, Critical Illness, Accident, Pharmacy plans ,Dental, Vision, Term Life Ins, UL w/Long-term Care rider, Whole Life, 401K, 457, 403B plans.
Services: Internet based Employee Benefits Enrollment with Billing & Eligibility Management Technology, includes Self-Serve with Chat session and Call Center enrollment options, ACA Compliance-Assistance Packages, COBRA-HSA-HRA-Sec. 125 Administration
Serving: 40 States

Claremont Insurance Services
Contact: Renee McLemore
1000 Burnett Ave., Ste. 440
Concord, CA 94520
Phone: (800) 696-4543
Direct: (925) 296-8800, Fax: (925) 588-2425
email: Renee@claremontcompanies.com
Website: www.claremontcompanies.com
Products: Health (group), Dental (group), Life (term, universal, whole life), Vision (group), COBRA
Serving: CA

CMG Insurance Services
Contact: Cheri Murphy-Geary
2933 Gold Pan Court, Ste. E
Rancho Cordova, CA 95670
(916) 858-1600, Fax: (916) 858-1607
email: cmgins@aol.com
Products: Annuity, Business & Individual Disability, Domestic & Global Medical Insurance, Life Insurance (Guaranteed Issue & Single Premium) and Travel Medical Insurance.
Serving: Sacramento & Bay Area, N. CA

CNMA Multi-Insurance Agency
Contact: Radi Miranda, LUTCF
2202 W. Mills Drive
Orange, CA 92868
(714) 458-2216
Fax: (714) 978-0518
email: cnmainsurance@aol.com
Website: www.cnmainsurance.com
Website: www.cnmatravelinsurance.com
Products: Critical Illness, Disability (individual and group), Health (individual, group, international major medical, travel), Life (guarantee issue, single premium, term, UL, whole life)

Community Doctors
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
407-324-3921
866-205-1936
Email: mark@communitydoctors.com
Website: www.CommunityDoctors.com
Products: Telemedicine, 24-Hour Nurseline, Dental, Alternative Medicine, Lab services, Prescriptions
Serving: Nationwide

CoPower, Inc. Ancillary
General Agency
Contact: Pratibha Patel
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
Phone: (888) 920-2322 FAX: (650) 348-1149
Email: sales@copower.com
Website: www.copower.com
Products: Group Dental, Vision, Life, Long-Term Disability, AD&D, Critical Illness, Chiropractic and Acupuncture. Bundled & standalone plans. Voluntary & Contributory. CoPower ONE bundle Dental, Vision, and Life. Carrier partners: Anthem Blue Cross, Delta Dental, MetLife, United HealthCare, Unum, VSP, and Landmark. VANTAGE: HR help, Rx discounts, and employee travel and entertainment discounts. Empower, online administrative tool.
Services: Ancillary General Agency for Group Dental, Vision, Life, AD&D, LTD, Critical Illness, Chiropractic and Acupuncture.
Min. Case Size: 2+
Serving: California

CPS Insurance Services
Contact: Raymond McMannis – EVP Business Development
4400 MacArthur Blvd., 8th Floor
Newport Beach, CA 92660
(949) 255-7101, (800) 326-LIFE
email: rmcmannis@cpsinsurance.com
Website: www.cpsinsurance.com
Products: Life, Annuities, LTC, Disability, and disability Retiring Planning
Serving: Nationwide

CPS Sacramento/Long Insurance Services
Contact: David Long
4633 Whitney Ave., Ste. B
Sacramento, CA 95821
(916) 481-6290, (800) 922-6290
Fax: (916) 481-6365
email: marketing@cpssac.com
Website: www.cpssac.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
email: parks@cpsimis.com
Website: www.cpsimis.com
Products: Annuities (ind.); Life (guaranteed issue, policy exchange, single premium whole life, special risk, term, universal life, whole life); LTC
Serving: San Diego & 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
email: ron@ronviola.com
Website: www.ronviola.com
Products: Annuities (ind.); Critical Illness; Life (guaranteed issue, policy exchange, single premium whole life, impaired risk, survivor, term, universal life, index universal life, whole life, LTC, secondary market for life insurance)
Serving: Nationwide

Cypress Ancillary Benefits
Contact: Andrew Garnett
7510 Shoreline Drive
Stockton, CA 95219
(800) 350-3989, Fax: (209) 478-5614
email: sales@cypressadmin.com
Website: www.cypressadmin.com
Products: Dental PPO/DHMO (Group); Vision; Life (Group); Disability (Group); COBRA Administration

David W. White Associates
Contact: Donald L. Thomas
3150 Crow Canyon Place, Ste. 200
San Ramon, CA 94583
(800) 548-2671
(925) 277-2660, Fax: (925) 277-2601
email: info@dwassociates.com
email: 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 and Associates
Contact: Katherine Mraz
530 Water St., 7th Floor
Oakland, CA 94604
(510) 465-3090, Fax: (510) 452-2193
email: kmraz@dealeyrenton.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

Designs in Life
Contact: Shawn Jeanes
5865 Traffic Way
Atascadero, CA 93422
(805) 461-7388, (800) 990-9993
Fax: (805) 462-0410
Email: info@designsinlife.com
Email: shawn@designsinlife.com
Website: www.designsinlife.com
Website: www.Yourlifedepartment.com
Products: Life, LTC, Living Benefit plans, D.I., Annuities & Yourlifedepartment.com agency solutions
Serving: Nationwide

dibrokerWest
Contact: Iain MacDonald
email: iain.macdonald@dibrokerwest.com
Website: www.dibrokerwest.com
Northern CA
3478 Buskirk Ave., Ste. 1000
Pleasant Hill, CA 94523
(877) 636-2112, Fax: (866) 434-2757
Products: Disability, GSI, Executive Benefits
Serving: Nationwide

DI & LTC Insurance Services
Contact: Jack B. Schmitz
4302 Redwood Hwy, Ste. 400
San Rafael, CA 94903
(415) 472-4800, (800) 924-2294
Fax: (415) 472-7637
email: jack@di-ltc.com
Website: www.di-ltc.com
Products: Critical Illness; Disability (ind., group); LTC; Worksite Marketing
Serving: Northern CA and Nationwide

 

Dickerson Insurance Services
Authorized General Agent, Benefits Consulting, Property & Casualty
Contact: Kristine Petrosyan, VP, GA Sales;
Contact: Cindy Jones, VP, Benefits Consulting
Southern CA: 1918 Riverside Dr.
Los Angeles, CA 90039
(800) 457-6116, Fax: (323) 805-2937
Northern CA: 400 Sunrise Ave., Ste. 150
Roseville, CA 95661
(877) 361-7342 Fax: (888) 360-7342
email: sales@dickerson-group.com
website: www.dickerson-group.com
Products: Actuarial Services; Acupuncture; Alternative Funding; Benefit Administration; Cafeteria Plans/Sec. 125; Cancer; Chiropractic; Consult a Doctor; Cyber; Dental (ind., group); Disability (group); Electronic Enrollment; Health (ind., group – small, mid & large, integrated plans, Medicare Advantage, Medicare supplements, short-term major medical); HRIS; Life (group-term, term); LTD; STD; Telemedicine; Payroll; Vision (ind., group); Workers’ Comp.; Voluntary Benefits; Worksite, Wellness and other business services.
Serving: California – All
Products; Nationwide – P&C, Risk Management (Except HI, ME)
Serving: Nationwide (Except HI, ME)

Direct Benefits Inc.
55 5th St., Ste. 500
St. Paul, MN 55101
(651) 649-3503, (844) 733-8440
Fax: (651) 649-3502
email: info@directbenefits.com
Website: www.directbenefits.com
Products: Dental, Disability, Life and Vision
Serving: Nationwide

Disability Insurance Services Inc.
Contact: Daniel C. Steenerson
4444 Zion Avenue
San Diego, CA 92120-2349
(800) 898-9641, Fax: (619) 325-8444
email: info@diservices.com
Website: www.DIServices.com
Products: Disability (ind.), Long Term Care Insurance
Serving: Nationwide

Disability Insurance Resource Center
Contact: Larry Schneider/DI Specialist
P.O. BOX 1676 Beaufort,
South Carolina 29901
(800) 551-6211 Cell: (703) 615-4747
email: info@di-resource-center.com
Website: www.di-resource-center.com
Products: Disability (Group, Indiv.); Denied Claims; Expert Witness Consultant (hard-to-place, declined), Conducts seminars and sells training manuals.
Serving: Exclusively DI since 1972/ Nationwide

Disability Partner
Contact: Kirk Woolsey
3150 Crow Canyon Place, Ste. 200
San Ramon, CA 94583
(925) 277-2603, (800) 955-0040
Fax (925) 277-2601
email: kwoolsey@dwassociates.com
website: www.disabilitypartner.com
Products: Disability (ind.)
Serving: Nationwide

Dunhill Marketing & Insurance Services Inc.
2635 Camino Del Rio South, Ste. 210
San Diego, CA 92108
(619) 578-7800, (800) 659-1349
Fax: (619) 578-7819
email: info@dunhillinsurance.com
Website: www.dunhillinsurance.com
Products: Advanced Markets; Annuities (F.I.A. and multi-year guarantee); Disability (Medical Director on staff); estate planning life, premium financing, single premium whole life, special risk, survivor, term, universal life, whole life, life settlements; LTC and LTC hybrids; international business/foreign nationals
Serving: Nationwide

Easy Insurance Marketing Inc.
Contact: Connie Zarkowski/ Greg Halloran
4333 Park Terrace Dr., Ste. 120
Westlake Village, CA 91361
(805) 379-0590x 3
Fax: (805) 379-1292
email: easy@west.net
Website: www.easyinsurance.net
Products: Compliance; Dental (ind., group); Disability (ind., group); Health (ind., group, international major medical, Medicare supplements, self-funded, short-term major medical); Prescription Drug Card, Vision
Serving: CA

Employer Driven Insurance Services (E.D.I.S.)
Contact: Marketing Department
5429 Avenida De Los Robles, Ste. A
Visalia, CA 93291
(888) 886-7973
Fax: (559) 635-6527
Website: www.employerdriven.com
Products: ERIS Compliant HRA Plans; Excess Loss Level Funded Stop Loss Plans; ACA Compliant MEC Portfolio (MEC, MEC Value, MEC+, MVP); Fully Insured Dental Plans; Self-Insured Dental Plans; Self-Insured Vision Plans; Group Term Life; Pet Insurance; Telemedicine; Concierge Service™; Online Web Portal (www.yourbenportal.com)
Serving: CA, AZ, CO, DC, KS, MI, NV, SC, TX, WA

Emerson Reid
5200 N. Palm Ave., Ste. 114
Fresno, CA 93704
(800) 780-0815, (559) 666-2001
Fax: (866) 972-7492
Website: www.emersonreid.com
Products: Medical; Dental; Vision; Life; Worksite; Workers Compensation; disability; LTC.
Serving: CA, NY, PA, NJ

Epic Insurance Brokers
Contact: John Connell
1390 Willow Pass Road., Ste. 800
Concord, CA 94520
(925) 798-3334, (800) 234-6363
Fax: (925) 798-3334
email: john.connell@epicbrokers.com
Website: www.epicbrokers.com
Products: Medical, PPACA and health and welfare compliance consulting, Health and Welfare Brokerage and Consulting, 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 and National Accounts

Equote
Contact: Richard Wira
2731 Shelter Island Dr., Ste. A
San Diego, CA 92106
(619) 222-7212
(800) 221-8545
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
Plantation, FL 33324
(800) 327-1460 Fax: (954) 476-0051
email: info@fairlanefinancial.com
Website: www.fairlanefinancial.com
Products: Annuities (ind.)
Serving: Nationwide

Financial Grade Senior Consultants
Contact: Pete Blasi
225 Broadway, Ste. 1510
San Diego, CA 92101
(619) 595-0937, Fax: (866) 436-4713
email: info@financialgrade.com
Website: www.financialgrade.com
Products: Health (Medicare Supplement); Life (Guaranteed Issue) LTC; Medicare Advantage; Prescription Drug Plans;
Serving: Nationwide

Financial Professionals Group
Contact: William T. Wright
26070 Towne Centre Dr., Ste. 150
Foothill Ranch, CA 92610
(949) 455-0119, 877-455-0119
Fax: (949) 455-0113
Email: wwright@fpgonline.com
website: www.fpgonline.com
Products; Life (special risk, survivor, term, universal life, variable life, whole life); Long Term Care
Serving: Nationwide

First Eagle Insurance Services
Contact: Vic Vartanian
333 S. Central Ave., Ste. 101
Glendale, CA 91204
(818) 500-1771, (800) 447-4999
Fax: (818) 500-1855
email: vic@hiplans.com
Website: www.hiplans.com
Products: Dental (ind, group); Health (group, ind., int. major medical, MSAs, medicare bridge, medicare supplement, short term major med.) Vision
Serving: Nationwide

First Resource Insurance Services, Inc.
Susan J. Edwards, CLU, ChFC, CASL
3550 Camino Del Rio N, Ste. 207
San Diego, CA 92108
Cell: (619) 392-3315
Office: (619) 280-0061 Ext 103
email: sue@firstresourceins.com
website: www.firstresourceins.com
Products: Annuities (ind.); Disability (ind.); Life (ind., estate/trust, executive, 1035 policy exchange, universal, term, whole life); LTC (Traditional and linked benefits), Medicare Supplements, and Medicare Advantage plans

Flemings Insurance Services
Contact: Hal L. Flemings
3198 Willow Tree Lane
Escondido, CA 92027
(760) 690-2167
Fax: (760) 690-2173
email: halflemings2@juno.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; Workers’ Comp; Worksite Marketing
Serving: S. CA , OK, KS, MI, TX

Flextoday, Inc.
Contact: Kathleen Hopper
191 W Shaw Ave., Ste. 101
Fresno, CA 93704
(559) 432-6800, (800) 995-5373
Fax: (559) 432-6220
email: Kathleen@FlexToday.com
Website: www.FlexToday.com
Products: Cafeteria (FSA/Flex) Plans; Health Reimbursement Arrangements (HRA); HSAs; Commuter Choice Benefits; Custom Welfare and Wellness Programs; COBRA Compliance Administration; Retiree Billing and Direct Premium Billing; Note: FlexToday does not sell products
Serving: Nationwide

Foulds & Feldmann
Health Insurance Agency
Contact: Maureen Feldmann, Randy Foulds
78015 Main St., Ste. 201
La Quinta, CA 92253
(760) 346-6565
Fax: (760) 777-9407
email: randy@fouldsandfeldmann.com
website: www.fouldsandfeldmann.com
Products: Advantage Plans; LTC; Medicare Supplements; Individual Health; Part D Prescription Plans
Serving: Riverside County

FSD Financial Services
Contact: Jeff Affronti
5530 Corbin Ave., Ste. 101
Tarzana, CA 91356
(818) 881-6970, (800) 373-9697
Fax: (818) 881-6973
email: jeff@fsdfinancial.com
Website: www.fsdfinancial.com
Products: Annuities (group, ind.); Life (term, universal, whole)
Serving: Most of the U.S.

Freshbenies
Contact: Neil Kennish
6841 virginai Pkwy, Ste. 103-377
McKinney, TX 75070
(469) 631-3172
(888) 755-7277
email: neil@freshbenies.com
website: brokers@freshbenies.com
Product/Services: Telehealth, Doctors Online, Advocacy, 9 Savings Networks-Dental, Vision, Rx and More in one membership
Min.Case.Size: 5
Serving: Nationwide

GBS Insurance and Financial Services, Inc.
Contact: George Cox/Area Vice President
21820 Burbank Blvd., Ste. 301
Woodland Hills, CA 91367
(818) 854-3000
Fax: (818) 854-3100
email: george_cox@ajg.com
Website: www.GBSLife.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

 

 

 

 

GeoBlue
Contact: Cristina Picardi (Based in San Diego)
933 First Ave.,
King of Prussia, PA 19406
Direct: (619) 688-1160
Toll free direct: (855) 484-2583
Fax: (610) 293-3529
email: cpicardi@geo-blue.com
Website: www.geobluetravelinsurance.com
Products: Int’l Health, International Major Medical, Travel Medical (ind and group); Short and long term plan options available
Serving: International and nationwide

George Skaljac Insurance Services
Contact: George Skaljac
16767 Bernardo Center Dr., Ste. L-1
San Diego, CA 92128
(415) 633-6010
(888) 251-5188
email: gskaljac@gmail.com
website: www.insurancebenefits.agency
Product/Services: Medicare Supplements, Medicare Advantage, Medicare Part D, Dental, Vision, Covered CA, Accident, Critical Illness, Hospital Recovery, International Health, International Major Medical, Travel Medical
Serving: CA

Gideon Advisers
Contact: Rudy Paulus
1055 W. 7th St., Ste. 3260
Los Angeles, CA 90017
(818) 638-3090, Fax (213) 480-940
email: rudy@gideonadvisers.com
website: www.gideonadvisers.com
Products: Annuities (ind.,group); 401(k); pension/profit sharing; Life (Charity giving, group term, guaranteed issur, living payout option, policy exchange, single premium whole life, special risk, survivor, universal life, life settlement); Long Term Care
Serving: Nationwide

Group Benefits Inc.
Contact: Gordon Silverstein
18757 Burbank Boulevard, Ste. 303
Tarzana, CA 91356
(818) 938-5600 (800) 242-1120
Fax: (213) 383-0126
email: esilverstein@triadinsurancegroup.com
Website: www.triadinsurancegroup.com
Products: AD&D; Acupuncture; Annuities (ind., variable, group contract); Cafeteria Plans; Cancer; Chiropractic; Dental (ind., group); Disability (ind., group); Financial Planning; Health (group, integrated plans, Medicare bridge, HSA, ind., international major medical, Medicare supplement, Medicare bridge, short-term major medical, self-funded); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, variable); LTC; Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card; Vision; Workers’ Comp. (24 Hr. coverage); Worksite Marketing; California Choice Plan, Covered CA
Serving: Nationwide

Guardian Life Insurance Company of America
3435 Wilshire Blvd., Ste. 1550
Los Angeles, CA 90010
(213) 232-1158
Fax: (213) 232-1191
Website: www.agencies.guardianlife.com
Products/Services: life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans.

Hartfield Financial 
& Insurance Services, Inc.
Contact: Thomas, J. Hartfield
11856 Balboa Blvd. Ste. 669
Granada Hills, CA 91344-2753
(805) 522-5815
email: Tom@hartfieldfinancial.com
Website: www.hartfieldfinancial.com
Products: Annuities (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
3688 Mount Diablo Blvd.
Lafayette, CA 94549
(925) 283-7310, (800) 303-7310
Fax: (925) 283-4768
email: jeffm@hdmooers.com
Website: www.hdmooers.com
Products: Annuities (ind.); Life (special risk, term, survivor)
Serving: Nationwide

Highland Capital Brokerage
Contact: Joe Presutti
801 N. Brand Blvd., Ste. 330
Glendale, CA 91203
(800) 326-8151, (213) 417-4500
Fax: (213) 389-3441
Email: jpresutti@highland.com
Website: www.highlandbrokerage.com
Products: Annuities (ind, group, variable, 401(k), pension/profit sharing), disability (ind), financial planning, life (charitable giving programs, living payout option, policy exchange, single premium whole life, survivor, term, universal, variable, whole life, life settlements), ltc.
Serving: CA

HRBC Insurance
7782 Limonite Ave
Riverside, CA 92509
(951) 299-3571, (866) 226-3013
Fax: (951) 360-6233
Website: www.hrbcinsurance.com
Products: AD&D; Cancer; Cafeteria Plans; Dental (ind., group); Disability (ind., group); Prescription Drug Card; Vision; Annuities (ind. Group); 401(k); Health (ind., group); Medicare Supplement; Short Tem Major Med.; Life (group term, guaranteed issue, term); Long Term Care
Serving: CA

IBP Insurance Services
Contact: Peter Kuhn
175 Bernal Road Ste.100
San Jose, CA 95119
(408) 363-6004, Fax: (408) 363-6005
email: peter@ibpis.com
Website: www.ibpis.com
Products: Health (group, HSA); Dental (group); Life (group term); Disability (group); Pension (401[k]); Employee Communication; HRIS
Serving: Nationwide

IMS Associates Financial
 & Insurance Services
Contact: Norman Giroux
19000 MacArthur Blvd, Ste. 450
Irvine, CA 92612
(714) 975-7343
Fax: (714) 634-3972
email: norman@ims4u.net
Website: www.ims4u.net
Products: Critical Illness; Disability (Group, Ind.,); Annuities (Group, Ind.,); Life (Charitable Giving Program, group term, guaranteed issue, single premium whole life, special risk, survivor, term, universal, whole life); Life Settlement, Long Term Care
Serving: Nationwide

Innovative Solutions
Insurance Services LLC
Contact: Jason Kidd
email: jkidd@innovativesolutions.net
200 N. Pacific Coast Hwy Ste. 900
El Segundo, CA 90245
(310) 851-8222 ext. 5198
(800) 551-8289 Fax: (310) 851-8211
Website: www.innovativesolutions.net
Products: Annuities; Disability; Life; LTC
Serving: Nationwide

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
email: sales@irginsurance.com
Website: www.irginsurance.com
Products: Specialize in substandard cases, over 60 carriers to choose; Annuities (fixed, index, variable); Disability; Life (index universal life, life settlement, term, universal life, whole life, variable life, single premium, second-to-die, simple issue, guarantee Issue); LTC; Premium Financing; Pension
Serving: Nationwide and International

Integrity Advisors
Contact: David Ethington
14771 Plaza Dr., Ste. C
Tustin, CA 92780
714-664-0605
888-284-6071
email: david@integrity-advisors.com
website: www.integrity-advisors.com
Products: AD&D (ind.), Chiropractic Benefit, Critical Illness, Dental (Group, Ind.), Disability (Group, Ind.), Vision, Annuities/Pension Plans (Group, Ind.), 401k, Pension/Profit Sharing, Health (Group, Ind.), Medicare Bridge, Medicare Supplement, Life (Group term, Single Premium Whole Life, Term, Universal, Whole life), LTC, Workers Comp.
Serving: CA

ITG Worldwide Insurance Agency
Contact: Scott Maras
6600 University Ave
Des Moines, IA 50324
(815) 954-7392, Fax: (415) 373-0786
email: scottm@itgworldwide.com
Website: www.itgworldwide.com
Products: Travel Medical Insurance; Business Travel Plan; Disability and AD&D; Global Medical Plans; International Employee Benefits; Life; LTD; Property & Casualty; Special Risk and War Zone Coverage
Serving: Worldwide

JLS F.I.R.M. Inc.
Contact: Jeffrey Scheibner
28562 Oso Pkwy., Ste. D-526
Rancho Santa Margarita, CA 92688
(949) 446-0003, Fax: (949) 481-4674
email: jeff@jlsfirm.com
Website: www.jlsfirm.com
Products: AD&D; Annuities (group, ind.,variable); Cafeteria Plans; Chiropractic Benefit; Dental (group, ind.); Disability (group, ind.); 401(k); 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; Pension plans/profit sharing; Prescription Drug Card; Vision; Workers’ Comp
Serving: S. CA

John Hancock Life Insurance
Contact: Fred Johnson
2401 E. Katella Ave., Ste. 650
Anaheim, CA 92806
(714) 938-9300 ext. 130
Fax: (714) 938-9312
email: fjohnson@jhnetwork.com
Website: www.Jhnetwork.com
Products: Life (survivor, term, universal, variable); LTC
Serving: CA

Jones Associates Financial & Insurance Services Inc.
Contact: Douglas Jones, CLU, ChFC
Contact: Melissa Shaw, CFP
26477 Rancho Parkway South
Lake Forest, CA 92630
(949) 699-1660, (800) 729-6344
Fax: (949) 699-1069
email: doug@jonesfinancial.com
email: melissa@jonesfinancial.com
Website: www.jonesfinancial.com
Products: Annuities (ind., variable, group contract); Disability (ind.); Financial Counseling; Life (special risk, survivor, term, universal life, variable, whole life); LTC; Pension (pension plans/profit sharing, 401[k])
Serving: Nationwide

Knight & Associates
Contact: John H. Knight
17766 Bernardo Center Dr., Ste. 205B
San Diego, CA 92128
(858) 271-1511
email: ka.jhkjr@gmail.com
website: www.kafinancial.com
Products: Annuities (individual), Pension (Pension plans/Profit Sharing), Financial Planning
Serving: CA

Kouzmanoff Financial
Insurance Services, Inc.
Disability Insurance Specialists
Contact: Gerald Kouzmanoff
2377 S. Crenshaw Blvd., Ste. 255
Torrance, CA 90501
(310) 792-7355, (800) 653-8003
Fax: (310) 792-7360
email: gkouzmanoff@kouzfinancial.com
Website: www.kouzfinancial.com
Products: Disability (ind. group).
Serving: Nationwide

Lambda Insurance
Contact: Phil Calhoud
14771 Plaza Drive, Ste. C
Tustin, CA 92780
714-612-0306
800-500-9799
email: phil@integrity-advisors.com
email: phil@commission.solutions
Website: www.commission.solutions
Products: Dental (Group, Ind.), Health insurance, Medicare Supplement
Serving: CA

Landmark Senior Resources
Insurance Service, Inc.

Contact: Roy Brett
5390 Edgeview Drive
Discovery Bay, CA 94505
(408) 647-5385, Fax: (408) 866-7010
email: landmarkseniorresources@gmail.com
website: www.landmarkseniorresources.com
Products: Annuities, Life Insurance, Long Term Care Insurance
Serving: Nationwide

Larry A. Medeiros Financial & Insurance Services, Inc.
Contact: Stacie La
2880 Sunrise Blvd., Ste. 142
Rancho Cordova, CA 95742
(800) 748-5538
Fax: 888-807-4142
email: Processing@lmfinancial.com
email: stacie.la@lmfinancial.com
website: www.lmfinancial.com
Products: Dental (ind.), Health (ind, Medicare supplement, short term major med), Life (term, universal, variable, whole life), LTC
Serving: Nationwide

LeClair Corporation
Contact: Richard Lett
6701 Upper Afton Rd.
St. Paul, MN 55125
(651) 739-2010, (877) 532-5247
email: richard.lett@leclairgroup.com
email:
Website: www.leclairgroup.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

Leisure Werden & Terry Agency
Contact: Dave Donchey, President
200 S. Los Robles Ave., Ste. 435
Pasadena, CA 91101
(626) 304-1300 Ext. 111
(800) 272-2212, Fax: (626) 304-1313
email: dave.donchey@lwtagency.com
Website: www.lwtagency.com
Products: Life insurance, Long-term care insurance, Annuities and Life settlements
Serving: Nationwide

Life Insurance Settlements, Inc.
1180 SW 36th Ave., Ste. 201
Pompano Beach, FL 33069
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
email: Oleg@lisettlements.com
Website: www.lisettlements.com
Products: A life settlement is the sale of a life insurance policy. It offers you a unique opportunity to extract the maximum value from your existing life insurance policy. Learn how you can benefit by allowing LIS to provide a FREE NON-BINDING APPRAISAL of your life insurance policies today.
Serving: Nationwide

Lifepro Financial Services, Inc.
Contact: Ben Nevejans
11512 El Camino Real, Ste. 100
San Diego, CA 92130
(888) 543-3776, Fax: (858) 777-5334
email: ben@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, Committed to Your Success (Bay Area)
Contact: Gary Myers, Desare’ Kallingal, Tia Colzani, Jessica Carroll
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
866-570-LISI (5474)
Fax: 844-547-4329
email: JGrocky@lisibroker.com
Web site: www.lisibroker.com
Products: Full list, call for details
Serving: Entire Bay Area

LISI, Committed to Your Success (Sacramento)
Contact: Ryan Esway, Samantha Siders
3100 Zinfandel Drive, Suite 325
Rancho Cordova, CA 95670
866-570-LISI (5474),
Fax: 844-547-4329
email: JGrocky@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance, Acupuncture, Chiropractic, COBRA Compliance, Dental (group), Disability (group), ERISA, Health (group), Life (Term, Group Term, Universal Life, Variable), Payroll, PEO, Dental, Vision, Voluntary Benefits, Sec. 125, International Major Medical, Voluntary benefits, Workers’ Comp., Worksite Marketing
Serving: Sacramento/North Bay.

LISI, Committed to Your Success (Fresno)
Contact: Terri Young
Office Location: By appointment only
866-570-LISI (5474), Fax: 844-547-4329
email: JGrocky@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance, Acupuncture, Chiropractic, COBRA Compliance, Dental (group), Disability (group), ERISA, Health (group), Life (Term, Group Term, Universal Life, Variable), Payroll, PEO, Dental, Vision, Voluntary Benefits, Sec. 125, International Major Medical, Voluntary benefits, Workers’ Comp., Worksite Marketing
Serving: Fresno County and Bakersfield.

LISI, Committed to Your Success (Los Angeles)
Contact: Frank Estrada, LaMonte Howard, Chris Messing, Erik Emmermann, Charlotte McPherson, Magan Eubanks
21700 Oxnard St., Ste. 440
Woodland Hills, CA 91367
866-570-LISI (5474)
Fax: 844-547-4329
email: JGrocky@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance, Acupuncture, Chiropractic, COBRA Compliance, Dental (group), Disability (group), ERISA, Health (group), Life (Term, Group Term, Universal Life, Variable), Payroll, PEO, Dental, Vision, Voluntary Benefits, Sec. 125, International Major Medical, Voluntary benefits, Workers’ Comp., Worksite Marketing
Serving: Los Angeles, Ventura County, Santa Barbara, and San Luis Obispo.

LISI, Committed to Your Success (Orange)
Contact: Jeff Hoss, Michele Isaly, Eric Tapia, Laurie Wolbart, Tyler Shepard, Grant Moulden, Amanda Morris
2677 N. Main St., Ste. 350
Santa Ana, CA 92705
866-570-LISI (5474)
Fax: 844-547-4329
email: JGrocky@lisibroker.com
Website: www.lisibroker.com
Products: ACA Compliance, Acupuncture, Chiropractic, COBRA Compliance, Dental (group), Disability (group), ERISA, Health (group), Life (Term, Group Term, Universal Life, Variable), Payroll, PEO, Dental, Vision, Voluntary Benefits, Sec. 125, International Major Medical, Voluntary benefits, Workers’ Comp., Worksite Marketing
Serving: Orange County & Inland Empire.

LISI, Committed to Your Success (San Diego)
Contact: Marc Eagleton, Tommy Gaffney
9095 Rio San Diego Dr., Ste. 220
San Diego, CA 92108
866-570-LISI (5474)
Fax: 800-603-1992
email: JGrocky@lisibroker.com
Web site: www.lisibroker.com
Products: ACA Compliance, Acupuncture, Chiropractic, COBRA Compliance, Dental (group), Disability (group), ERISA, Health (group), Life (Term, Group Term, Universal Life, Variable), Payroll, PEO, Dental, Vision, Voluntary Benefits, Sec. 125, International Major Medical, Voluntary benefits, Workers’ Comp., Worksite Marketing
Serving: San Diego County

Lon E. Light & Associates
Contact: Lon E. Light
473 Helen Ave.
LaFayette, CA 94549
(925) 284-2907 Fax: (925) 284-2907
email: lonelight@comcast.net
email: lonelight@hotmail.com
Products: Annuities; Financial Planning; Life (life settlements, single premium whole, special risk, survivor, term universal, whole)
Serving: CA

Mackeller & Associates
Contact: Jim Mackellar, CLU, CLFC
3323 Old Conejo Road
Newbury Park, CA 91320
BUS: (805) 499-3570 Ext 123
CELL: (805) 405-1981
FAX: (805) 499-3571
Email: jim@mackellarassociates.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: Rhonda Raven
65 Madison Ave., Ste. 200
P.O. Box 1940
Morristown, NJ 07962-1940
(973) 539-3232, (888) 539-3232
Fax: (973) 539-3737
email: sale@madisonbrokerage.com
Website: www.madisonbrokerage.com
Products: Annuities ( ind. Variable); Financial Planning; Life (charitable giving programs, group term, guaranteed issue, policy exchange, secondary market for life, life settlements, single premium whole life, special risk, survivor, term, universal, variable, whole); LTC.
Serving: Nationwide

Mahalo Insurance Agency, LLC
Contact: Douglas Shimada
PO Box 6785
Moraga, CA 94570
(925) 899-7880
Fax: (888) 391-0211
email: dougMshimada@gmail.com
Website: www.MahaloInsurance.com
Products: Employer paid and/or voluntary – Dental (group, individual), Vision (group, individual), Life (group), Disability (group), Health (international medical plans), Telemedicine (group), Travel Medical Evacuation plans (domestic, international).
Serving: AZ, CA, CO, NJ, NV, NY, OR, SC, TX, UT, VA, WA

McDermott Costa Insurance
1045 McArthur Blvd.
San Leandro, CA 94577
(510) 351-7460, (877) 741-4843
Fax: (510) 357-3230
email: general@mcdermottcosta.com
Website: www.mcdermottcosta.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

M&O Marketing
27777 Franklin Road, 7th Floor
Southfield, MI 48034
(800) 228-5964, Fax: (248) 784-1401
email: info@mandomarketing.com
Website: www.mandomarketing.com
Products/Services: Annuity, Life, LTC Sales & Marketing
Serving: Nationwide

Merchants Benefit Administration, Inc.
Contact: Brittany Neidhardt
7077 E. Marilyn Rd., Bld. 1
Scottsdale, AZ 85254
(800) 800-6543, Fax: (480) 776-5050
email: bneighardt@mbaadmin.com
Website: www.mbaadmin.com
Products: Dental (ind.); Health (group); Life (guaranteed issue)
Serving: Nationwide
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MHN, INC.
2370 Kerner Blvd.
San Rafael, CA 94901
(800) 327-2133
email: productinfo@mhn.com
Website: www.mhn.com
Products: EAP and Behavioral Health Coverage for Health Group and Health Integrated; Employee Assistance Programs; Managed Care; Mental Health; Training & Skill & Organizational Development; Wellness
Serving: Nationwide

MWG Dental & Vision Plan
Contact: MWG Broker Services
PO Box 14067
Jackson, MS 39236
5712 I-55 N. Frontage Rd.
Jackson, MS 39211
(601) 206-7967, (877) 759-5728
Fax: (601) 956-1702
email: brokerservices@morganwhite.com
Website: www.mwgdental.com
Plan Type: Group Indemnity, PPO
Product and Services: Group/Individual Dental & Vision Plans
Min. Case Size: 2
Serving: Nationwide

National Insurance Marketing Corp.
Contact: Kenneth B. Brunetta
5150 Fair Oaks Blvd., Ste. 101-347
Carmichael, CA 95608
(800) 274-7845, (916) 974-7845
Fax: (916) 974-7613
email: ken@nimc.com
Website: www.nimc.com
Products: Annuities (Fixed Indexed, MYGA, Book Rate and Immediate annuities, ind.); Life (single premium whole life, special risk, term, Indexed universal life, No-Lapse Universal Life, whole life); Pension (pension plans/profit sharing)
Serving: Nationwide except NY

New Generation Insurance Marketing
Contact: Alec Svadjian
28073 Smyth Dr., Valencia, CA 91344
(818) 920-1770
Fax: (661) 257-2578
email: asvadjian@newgenlife.com
Website: www.newgenlife.com
Products: Annuities (ind.); Critical Illness, Disability (ind.); Life (guaranteed issue, single premium whole life, special risk, survivor, term, UL Ind., whole life); LTC
Serving: Nationwide

Orange County Brokerage Life Insurance Services, Inc.
Jessica Markworth
17822 17th St., Ste. 202
Tustin, CA 92780
(714) 550-0159, (866) 357-9329
Fax: (714) 550-0869
Email: jessica@ocbis.com
Website: www.ocbis.com
Serving: California
Products: Life, Annuities, LTC, DI, Impaired Risk

OC Life Insurance Agency, Inc.
Contact: Dan Love
Orange County, California
Phone: (949)716-7051
(800)564-3309
Fax: (888)416-5033
email: Dan@OCLifeinsurance.com
Website: www.OCLifeinsurance.com
Products: Life (Term, Index UL, impaired risk, Universal, Whole, and Hybrid Life/LTC).
Serving: Nationwide except NY

Overseas Travel Insurance Services
Contact: LeAnne Lary
Direct: (805) 531-9200
email: info@otis123.com
email: leanne@otis123.com
Website: www.otis123.com
Website: www.overseastravelinsuranceservices.com
Products: Insurance that covers you as you travel outside of your home country, Don’t leave home without it! Some of the policies are: Short and Long Term Travel Medical, Student Travel Insurance, Trip insurance, Adventure sports coverage, Multi Trip insurance, Travel to the USA insurance, Immigration Insurance; Insurance to obtain VISAS; International Major Medical; Missionary Insurance; Mission Trips Individual Holiday/Trip cancellation Insurance; Worldwide Travel Medical Insurance Groups/Associations
Serving: Nationwide and International

Paradigm Insurance Marketing
Contact: Paul D. Kaplan
310 N. Westlake Blvd., Ste. 240
Westlake Village, CA 91362
(818) 380-0034, (800) 822-7251
Fax: (818) 706-0203
Email: paul@paradigmins.com
Website: www.back9ins.com
Products: Life Insurance – Quote and Apply Platform for Protection and Accumulation product portfolio; Long Term Care insurance – Stand Alone, Linked Benefit and Hybrid Life plans; Disability Income – Individual, Overhead Expense and Disability Buy-Out; Annuities – Income, Accumulation and our special Income Assurance Immediate Need Annuity; Single Employer Post-Retirement Medical Reimbursement Plan – Retirement Benefit Plan.
Serving: Nationwide

Penn Mutual Life Insurance Co.
Contact: Ron Bertke, LUTCF 18375
Ventura Blvd., Ste. 650
Tarzana, CA 91356
(818) 207-3930, Fax: (310) 861-1435
Email: bertke.ron@pennmutual.com
Website: www.pennmutaul.com
Products: Life, Annuities

Perry Financial Network
Contact: Jeff Perry
13405 Folsom Blvd., Ste. 400
Folsom, CA 95630
(877) 475-5244, Fax: (916) 293-0101
email: jeff@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: Jimmy Petersen
23929 Valencia Blvd., 2nd Floor
Valencia, CA 91355
(661) 254-0006, (800) 345-8816
Fax: (661) 254-0604
email: jimmy@piu.org
Website: www.piu.org
Products: AD&D; Disability; Excess Disability, Impaired Risk Disability; Health (international major medical); Life (special risk), Short Term Medical
Serving: Nationwide & International

Peter Trummer Insurance
Contact: Peter Trummer
10075 W. River Street, Ste. 201
Truckee, CA 96160
(530) 587-8900 Fax: (530) 587-8883
email: ptinsurance@icloud.com
Website: www.ptinsurance.net
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, 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
Serving: Nationwide

Pontrelli, Timour & Associates
Contact: Chris Pontrelli Jr., Raphy Timour
1039 Hope St.
South Pasadena, CA 91030
Chris(626) 795-4138 ext. 250
Fax: (626) 795-6496
email: cpontrelli@ptbenefits.com
Website: www.ptbenefits.com
Products: Group Employee Benefits
Serving: CA

PRAM Insurance Services Inc.
Contact: David P. Wilson
1 Point Drive, Ste. 120
Brea, CA 92821
(714) 671-3951 ext. 12
(800) 262-7726
Fax: (714) 255-0977
email: dwilson@pram.com
Website: www.pram.com
Products: Limited Benefit and Indemnity Plans; MGU for Fully Insured Prescription Drug Card Plans for Traditional Employers, Associations; Voluntary Plans; Worksite; Services: National Registered Administrator “TPA” dedicated exclusively to providing Full Turnkey Pharmacy Administration; PBM Pharmacy Auditing for Employer Plans
Serving: Nationwide

The Producers Group
Contact: Eric Freundt
9171 Towne Centre Drive, Ste. 350
San Diego, CA 92122
(800) 441-0140, Fax: (858) 793-5388
Email: Eric.Freundt@thepg.com
Website: www.thepg.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal, variable, whole life); LTC (ind.); DI

Retirement Choices of California
Email: administrator@retirementchoices.org
714 W Olympic Blvd, Ste. 745
Los Angeles, CA 90015
Website: www.retirementchoices.org
Products: Accident; Annuities; Critical Illness; Defined Benefit Plans; Disability; Key Employee Insurance; Life (group, term, universal, whole); LTC; Retirement Planning Strategies; Personal Accounts; Section 79; Roth IRA; Supplemental Benefits (ind.,group); Tax-Free Retirement; Worksite Marketing

R.H. Insurance Services
Contact: Robert Hernandez
411 S. Riverside Ave.
Rialto, CA 92376
(323)-582-4392, (909 )877-2032
(800) 529-2690, Fax: (909) 874-7454
email: rhinsurance@rhaccounting4u.com
Website: www.rhaccounting4u.com
Products: Dental (group, ind.); Health (group, ind.,); Life (guaranteed issue, single premium whole life, term, universal life, whole life); Vision; Workers’ Comp,
Serving: CA

Rogers Benefit Group
Contact: Irina Sardaryan, Susan Diaz
130 N. Brand Blvd., Ste. 310
Glendale, CA 91203
(818) 502-3800 ext. 11
Fax: (818) 502-2170
email: losangeles@rogersbenefit.com
Website: www.rbgcal.com
Products: Health (group); Dental (group); Serving: Los Angeles, Orange, Riverside, San Bernardino, Santa Barbara, San Luis Obispo and Ventura Counties

Rogers Benefit Group
Contact: Angie Kesha, Craig Gandy
6540 Lonetree Blvd., Ste. 100
Rocklin, CA 95765
(916) 960-0400, (877) 659-8264
Fax: (916) 960-0420
email: sacramento@rogersbenefit.com
Website: www.rbgcal.com
Products: Heath (group)
Serving: Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, El Dorado, 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
Bay Area Contact: Andrew Kerr,
Cyndie Culbreth
6155 Almaden Expressway, Ste. 210
San Jose, CA 95120
email: akerr@rogersbenefit.com
email: sanjose@rogersbenefit.com
Website: www.rbgcal.com
(408) 268-9700
Fax: (408) 997-7737
Products: Health (group); Dental (group); Disability (group); Life (group); Voluntary (group)
Serving: Alameda, Contra Costa, Marin, Monterey, Napa, San Benito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano, Sonoma Counties

Rogers Benefit Group
San Diego Contact: Melissa Medve
11555 Sorrento Valley Rd., Ste. 203
San Diego, CA 92121
(858) 436-7222, (800) 872-0459
Fax: (877) 508-7255
email: melissa@rbgsocal.com
Website: www.rbgcal.com
Products: Group Health, Dental, Vision, Life, LTD
Serving: San Diego, Orange, Riverside, San Bernardino, Imperial Counties

Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858, Fax: (866) 401-0424
email: pstraub@aol.com
Website: www.savegainstax.com
Products: Health and Life Insurance; Covered CA, Medicare Products, Annuities; Investment Advice, Charitable Remainder Trust; Sep-IRA, Simple IRA, Roth IRA, Deferred Sales Trusts, Life Settlements, Pensions, LTC, California Partnership
Serving: Nationwide

Senior Market Sales, Inc.
Contact: Dan Trumblee
8420 W. Dodge Rd., Ste. 510
Omaha, NE 68114
(800) 786-5566
Fax: (402) 343-3689
email: dtrumblee@seniormarketsales.com
Website: www.seniormarketsales.com
Products: Critical Illness; Dental (ind.); Prescription Drug Card; Annuities (ind.); Health (int. major medical, medicare supplement; Short Term Major Med.); Life (guaranteed issue, living payout option, single premium, whole life, special risk, survivor, term, universal, whole life); LTC

South Western Financial Network
Contact: John Andraos
505 N. Brand Ave., Ste. 850
Glendale, CA 91203
(818) 551-6600, Fax: 818-551-6615
email: jandraos@andraos.net
Website: www.southwesternfinancial.net
Products: Annuities (group, ind.); Disability (group, ind.); Life (whole life); Pension [401(k)]; Pension (pension plans/profit sharing).
Serving: Nationwide

Stan Israel Insurance Services Inc.
Contact: Stan Israel, President
5739 Kanan Rd., Ste. 367
Agoura Hills, CA 91301
(818) 706-1100, Fax: (818) 889-1593
email: sdiins@aol.com
Website: www.sdiins.com
Products: Life Insurance, Long Term Care Insurance, Hybrid and Linked Benefits (Life/Long-Term Care Insurance)
Serving: CA

Suncoast LTC Insurance Group
Contact: Cory Stepanek
1832 Bailey Drive
Oceanside, CA 92054
(760) 791-3061
email: cstepanek@suncoastltc.com
Products: Annuities (fixed); Life; Long Term and short term Care, Medicare products
Serving: Nationwide

Tax and Financial Group
Contact: Brian McNulty
4001 MacArthur Blvd. , 3rd Floor
Newport Beach, CA 92660
(949) 223-8100, (800) 373-2177
Fax: (949) 223-8101
email: brian.mcnulty@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]); Vision, Worksite Marketing
Serving: S. CA, CO, HI, TX

Team Alvarez Insurance Services
Contact: Gaston Alvarez
1971 E. 4th St., Ste. 200
Santa Ana, CA 92705
(714) 978-6300, (800) 288-9250
Fax: (805) 512-7840
Email: gus@teamalverez.net
Products: All aspects of Medicare, Dental/Vision, (Group, Ind.); Covered CA Ind. Health, Covered CA Shop (group), Medicare Supplements, Short Term Major Med, Life insurance (guaranteed issue, group term, single premium whole life, special risk, survivor, term, and universal life), LTC, Final Expense, Annuities
Serving: AZ, CA

Ted Anderson Insurance
Contact: Ted Anderson
830 Orange Ave., Ste. C
Coronado, CA 92118
(619) 435-3636, Fax: (619) 435-3010
email: tedandersoninsurance@gmail.com
Website: tedandersoninsurance.com
Products: Annuities (ind.); Critical Illness; 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, Legal & Identity Theft Plans, Life Settlements, special risk, survivor, term, universal life); Long Term Care Insurance, Vision
Serving: CA

Thomson Ins. Broker/RTIB, Inc.
Contact: Rich Thomson, George Thomson
2311 Lake Tahoe blvd., Ste. 7
South Lake Tahoe, CA 96150
(530) 541-8511, Fax: (530) 541-6832
email: george@rtibtahoe.com
Website: www.rtibtahoe.net
Products: Acupuncture, AD&D, Dental (group); Disability (ind.); Health (ind., international major medical, HSA, Medicare supplement, short-term major medical); Life (group term)
Serving: CA & NV

TMQuotes
Contact: Sabrina Rose
2350 Mission College Blvd., Ste. 1140
Santa Clara, CA 95054
Direct line: 408.737.2555 Ext. 135
Mobile: 408.966.9816
Fax: 408.496.1090
email: info@tmquotes.com
Website: www.tmquotes.com
Products/Services: Powered by VisitorsCoverage Inc. TMQuotes is revolutionizing the travel insurance industry by bridging the gap between agents and technology and empowering agents to take control of their online presence and successfully grow their business in today’s digital world.
Area served: Nationwide

Total Financial & Insurance Svcs.
Contact: Scott Whitehead
300 Corporate Point, Ste. 250
Culver City, CA 90230
(310)954-0353, (800) 989-7500
Fax: (310) 575-3912
email: swhitehead@totalfinancial.com
Website: www.totalfinancial.com
Products: Annuities and SPIAs; Life (Impaired Risk, Foreign Nationals, Indexed Universal Life, Premium Financing, Charitable-giving programs, Guaranteed issue, Survivorship, Term, Universal life, Whole life)
Serving: Nationwide

Traci’s Insurance Services, Inc.
Contact: Traci Roncal
7059 Ohio River Drive
Eastvale, CA 91752
(951) 264-8289, Toll Free (888) 406-1393
Fax: (951) 710-6419
email: insurance@tracironcal.com
website: www.tracironcal.com
Products: AD&D Ind, Cancer, Critical Illness, Dental (group, ind.), Disability (group, ind.), vision, Annuities (group, ind.), Financial planning, Health Insurance (group, ind., int. Major medical, medicare supplement, short term major med.) Life Insurance (Charitable giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, Universal, whole life, life settlements), Long Term Care, Workers Comp.
Serving: AZ, CA, NV, WA

Triad Financial Insurance Marketing Inc.
Contact: Gordon Silverstein, Lewin Silverstein, and Lee Chester
18757 Burbank Blvd., Ste. 303
Tarzana, CA 91356-6329
(818) 938-5600, (800) 392-9977
Fax: (818) 988-5288
email: gsilverstein@triadinsurancegroup.com
Products: AD&D, Acupuncture, Annuity (group contract, individual, variable); Cafeteria Plans, Cancer, Chiropractic, Dental (individual, group); Disability (individual, group); Financial Planning; California Choice; 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, life settlement, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, variable, whole life); Long-Term Care, Pension (401[k]); Prescription Drug Card, Vision, Workers’ Comp, Worksite Marketing
Serving: Nationwide

TripleChoicePlan
Dental•Vision•Life•Disability
Contact: Jason Kent
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
Tel: (310) 470-2343
Toll Free: (800) 489-7577
Fax: (310) 441-5660
email: La.Quotes@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products/Services: Dental, Vision, Life and Disability
Plan type: DHMO, PPO, EPO, Individual and Group
Min. Size: 2+

TWH Annuities & Insurance Agency Inc.
Contact: Gregory Skogsberg,
Ami ­Skogsberg, Tipton Huffman and John Roberts
650 E. Parkridge Ave., Ste. 112
Corona, CA 92879
Contact: Gregory Skogsberg,
 Ami Skogsberg
(714) 283-9194, (800) 200-9194
Fax: (714) 283-9195
email: info@twhagency.com
email: john@twhagency.com
Website: www.twhagency.com
Products: Annuities; Life (single premium whole life, survivor, term, group term, universal life, whole life) Long Term Care, Life Settlements
Serving: Nationwide

United Retirement
Orange County
Contact: Margaret Cole
23046 Avenida de la Carlota, Ste. 500
Laguna Hills, CA 92653
(949) 768-4015, Fax: (949) 600-7666
email: margaret.cole@unitedretirement.com
Website: www.unitedretirement.com
Products: Defined Benefit, Cash Balance, Profit Sharing, 401(k)
Serving: Nationwide

USI Travel Insurance Services
Contact: Wendy Miller, Director of Sales & Client Relations-Insurance Professionals Travel Insurance Services, A Member Company of USI Affinity
793 S. Tracy Blvd., Ste. 204
Tracy, CA 95376
(800) 937-1387 ext. 48956
(925) 405-8956, Fax: (610) 537-2224
email: wendy.miller@travelinsure.com
Website: www.travelinsure.com
Products: Health (group, ind., Medicare supplement, short-term major medical, international major medical)
Serving: Nationwide


Voluntary Benefit Advisors (VBA)
Contact: Jennifer Lococo
2400 Main St., Ste. 200
Irvine, CA 92614
(949) 954-1300, (866) 797-3236
Fax: (949) 954-1301
Email: Jlococo@vbadv.com
Email: info@vbadv.com
Website: www.vbadv.com
Products: Cancer Insurance, Critical Illness, Dental (Group, Ind.) Disability (Group, Ind.) Life: (Group Term, Guaranteed Issue, Term Universal, Whole Life), Long Term Care, Worksite Marketing
Serving: Nationwide

Warner Pacific Insurance Services
Contact: Jeff Papenfus, Senior Vice President of Sales
Our 33 Relationship Based Sales Executives are located throughout the state along with a complete back-office solution with over 200 employees dedicated to your success. We offer state-of-the-art technology tools to make your entire sales cycle smoother and more productive as well as training opportunities on everything from Medicare to Worker’s Comp.
Home office: 32110 Agoura Road,
Westlake Village, CA 91361
(800) 801-2300
Email: jeffp@warnerpacific.com
Website: www.warnerpacific.com
Products: Medical, Dental, Life, Vision, Work Comp, Disability, Voluntary, LTC, Medicare and more.
Serving: CA, CO

Welcome Funds Inc.
Contact: Daniel Ohman
6001 Broker Sound Parkway, Ste. 320
Boca Raton, FL 33487
(561) 862-0244, (877) 227-4484
Fax: (561) 862-0242
email: info@welcomefunds.com
Website: www.welcomefunds.com
Products: Secondary market for life insurance including, Life Settlement broker services, fair market valuations and policy appraisals.
Serving: Nationwide

Western World Annuity
Contact: Toby Hartley
23545 Crenshaw Blvd., Ste. 204A
Torrance, CA 90505
(310) 540-5299, (800) 323-4032
Fax: (310) 316-1167
email: toby@wwannuity.com
Website: www.westernworldannuity.com
Products: Annuities; Financial Planning
Serving: Nationwide

W.J. Barrett Insurance Agency Inc.
Contact: Bill Barrett or Jill Bradish
P.O. Box 2339
Capistrano Beach, CA 92624
(888) 254-7675 Fax: (949) 493-7325
email: bill@plusgroupca.com
Website: www.plusgroupca.com
Products: Critical Illness, Disability (ind.); LTC
Serving: CA

Wolfpack Insurance Services
Contact: Tyler WolfKlain
425 Harbor Blvd., Ste. 2C
Belmont, CA 94002
(650) 631-2460, (800) 296-0192
Fax: (650) 591-4022
email: logan@dvins.com
Website: www.dentalandvisionins.com
Products: Dental (group); Vision (group)
Serving: CA

 

 

 

 

Word & Brown
Contact: Bill Mason
701 S. Parker
Orange, CA 92868
(800) 869-6989
Fax: (714) 835-6752
email: bmason@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Orange County

Word & Brown
Contact: Vanessa Benitez
3131 Camino Del Rio North, Ste. 820
San Diego, CA 92108
(800) 397-3381
email: vbenitez@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: San Diego County

Word & Brown
Contact: Daniel Pierce
3633 Inland Empire Blvd., Ste. 525
Ontario, CA 91764
(877) 225-0988
email: dpierce@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Inland Empire Regional Office

Word & Brown
Contact: Matt Leslie
1737 N. First Street, Ste. 680
San Jose, CA 95112
(800) 255-9673
email: mleslie@wordandbrown.com
Website: www.wordandbrown.com
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Northern CA Regional Office

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