| Broker/Dealers | ||||||
BROKER DEALERS
Centaurus Financial Inc.
Contact: Kathy Swindell
2300 E. Katella Ave., Ste. 200
Anaheim, CA 92806
(714) 456-1790
(800) 880-4234
Fax: (714) 456-1799
E-mail: kswindell@cfiemail.com
Website: www.centaurusfinancial.com
Services: Broker/Dealers
Products: Annuities (variable, fixed and indexed); Insurance Products (LTC, Traditional Life, Variable Annuities, Variable Universal Life); Mutual Funds; Alternative Investments; Registered Investment Advisory Services
Serving: Nationwide
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LPL Financial
Contact: Dawn Basore
9785 Towne Centre Drive
San Diego, CA 92121
(858) 450-9606 Ext. 6555
(800) 877-7210 Ext. 6555
Fax: (858) 546-7851
e-mail: branchdevelopment@lpl.com
Website: www.joinlpl.com
Services: Broker/Dealers
Products: Bonds (Corporate, Government, Municipal); Insurance Products (Fixed Annuities, Term Life, Universal Life, Variable Annuities, Whole Life); IRA & Keogh Accounts; Mutual Funds (Load, No Load); Options; Stocks (Domestic, International)
Serving: Nationwide
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PRB Administators
Contact: Thomas O. Michel
1925 Century Park East, Ste. 400
Los Angeles, CA 90067
(310) 551-3125
Fax: (310) 551-0327
e-mail: tmichel@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), Individual and Group Life and Disability Insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planning.
CRITICAL ILLNESS
American Association for Critical Illness Insurance
Contact: Mindy Hartman
3835 E. Thousand Oaks Blvd., Ste 336
Westlake Village, CA 91362
(818) 597-3205
e-mail: info@aacii.org
Website: www.AACII.org
Products/Services: CI Sales and Marketing
Serving: Nationwide
Providers
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Aigilis Corporation
Contact: Mark D. Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921
(800) 874-9707
Fax: (480) 287-8574
e-mail: info@aigilis.com
Website: www.aigilis.com
Products: Critical Illnesss
Serving: Nationwide
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Assurity Life Worksite Division
Contact: Jim Quinney
Caliwaii Insurance Marketing
3031 Stanford Ranch Rd.
Rocklin, CA 95765
(916) 781-9850 ext. 103
Fax: (916) 259-1844
e-mail: jim@caliwaii.com
Website: www.assurity.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide
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Critical Illness Insurance Services Inc.
Contact: Gordon Gladstone
18401 Burbank Blvd., Ste. 225
Tarzana, CA 91356
(818) 342-9400
Fax: (818) 342-8488
e-mail: ciis@earthlink.net
Website: www.criticalillnessinsuranceservices.com
Sales & Marketing (Brokerage GA)
Products/Services: Critical Illness
Serving: Nationwide
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Freedom Equity Group
Contact: Ron Petroinovich
567 Camino Mercado, Ste. E
Arroyo Grande, CA 93420
(866) 931-9777
email: ceopetro@fegcorp.com
Website: www.fegcorp.com
Products/Services: Critical Illness, Worksite, Index, Universal Life
Serving: Nationwide
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Humana Specialty Benefits
Orange County
Contact: Dental, Vision, Group and Individual Term Life, Disability Income, Medical Stop Loss, Voluntary Benefits, Critical Illness, Cancer, Accident
1 Park Plaza, Ste. 450
Irvine, CA 92614
(949) 428-5085 Fax: (502) 508-5770
e-mail: equinlan@humana.com
Website: www.humana.com/specialtybenefits
Products/Services: Dental, Vision, Group and Individual Term Life, Disability Income, Medical Stop Loss, Voluntary Benefits, Critical Illness, Cancer, Accident
Min Case Size: 2
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Niche Market Solutions
Contact: M.K. Carroll
3600 Chester Ave., Ste. 9
Lewes, DE 19958
(302) 945-6906
Fax: (206) 350-4550
e-mail: mcarroll19@verizon.net
Products/Services: Critical Illness, Disability, Life & Annuities
Serving: Nationwide
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E&O
E & O Insurance for Less
Contact: Customer Service
12421 Meredith Dr.
Urbandale, IA 50398
(866) 795-2041
Fax: (515) 243-2331
e-mail: info@EOforLess.com
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Cita Insurance Services
Contact: John P. Jasinski
(800) 280-7250
(714) 939-7333
Fax: (714) 367-7719
e-mail: programsinfo@citainsurance.com
Website: www.citainsurance.com
E&O, Broker/Dearl, P&C Agents, Life Wholesale Brokers, Benefit Adminstrators, Real Estate Agents
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National Ethics Association
12707 High Bluff Dr. Dept. 200
San Diego, CA 92130
(800) 282-1831 x202
www.ethics.net
e-mail: staciaf@ethics.net
401(k)
American Money Management
Contact: Gabriel Windom
P.O. Box 675203/ 14249 Rancho Santa Fe Farms Rd.
Rancho Santa Fe, CA 92067
(888) 999-1395
(760) 448-5179
Fax: (858) 755-0909
e-mail: gwindom@imminvest.com
Website: www.imminvest.com
Products/services: 401(k)
Min.Size: 10
Serving: Nationwide
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American Safe Retirements, LLC
Contact: Joe Barkate
1701 W. Northwest Highway, Ste. 100
Grapevine, TX 76051
(214) 641-5363
(800) 277-8464 (800) ASR-U-GO4
(817) 796-1616
e-mail: joe@americansaferetirements.com
e-mail: rich@americansaferetirements.com
Website: www.nomarketrisk.com
Website: www.americansaferetirements.com
Products/services: Finanical Planning, 401(k), Life Settlements
Min.Size: 1
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John Hancock
Retirement Plan Services
Contact: Derek MacDougall
500 North Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400 Ext. 857644
(800) 766-2685
Fax: (818) 552-3420
e-mail: derek_macdougall@jhancock.com
Website: www.jhpensions.com
Serving: Pacific Region
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National Retirement Services, Inc. (NRS)
Contact: Kevin Spaeth
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) 622-3244
Fax: (714) 622-3189
e-mail: kevin.spaeth@nrservices.com
Website: www.nrservices.com
Products/Services: 401(k)
Serving: Nationwide
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Innovative Pensio Strategy & Design
Contact: Sean Kelly
14251 Danielson St.
Poway, CA 92064
(858) 748-6500
(858) 218-3440
Fax: (858) 748-0615
e-mail: sean@ipsd.com
Website: www.ipsd.com
Website: www.innovativepension.com
Products/Services: 401(k), defined benefit plans
Min. Case Size: 1
Serving: Nationwide
_________
Pacific Administrators
Contact: Felix Acajabon
74-133 El Paseo, Ste. 11
Palm Desert, CA 92260
(800) 427-4549 Ext. 240
(760) 340-1287 Fax: (760) 341-2148
e-mail: felixa@pagroup.us
Website: www.payprogo.com
Products/Services: Section 125, COBRA, Pension 401(k), TPA’s, Payroll
Serving: Nationwide
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PayPro Administrators
Contact: Bobbi Hamilton
6180 Quail Valley Ct.
Riverside, CA 92507
Cell Phone: (951) 897-6085
(951) 656-9273 ext. 226
(800) 427-4549
Fax: (951) 656-9276
e-mail: bobbih@pagroup.us
e-mail: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS
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Polycomp Administrative Services Inc.
Contact: Amanda Asherson
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111
(800) 736-7090
Fax: (818) 346-8672
e-mail: aasherson@polycomp.net
Website: www.polycomp.net
Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Retirement Plans
Min. Case Size: 1
Serving: Nationwide
PRB Administrators
Contact: Thomas O. Michel
1925 Century Park East, Ste. 400
Los Angeles, CA 90067
(310) 551-3125
Fax: (310) 551-0327
e-mail: tmichel@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), Individual and Group Life and Disability Insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planning.
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Symetra Finacial
777 108th Avenue NE, Ste. 1200
Bellevue, WA 98004
(425) 256-8003
(800) 796-3872
Website: www.symetra.com
Products/Services: 401(k), 403(b), ERISA
Serving: Nationwide
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Trilogy Financial Services Inc.
Contact: Ken Beber
1000 Lakes Drive, Ste. 325
West Covina, CA 91790
(626) 918-6479
Fax: (775) 923-5735
e-mail: Kenneth.beber@trilogyfs.com
Website: www.trilogyfs.com
Products/Services: 401(k)
Minimum Group Size: 25
Serving: Nationwide
HSAs
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 MERP, integrated plans, self-funded administration); Vision, Life (group), Debit Card, Payroll, HR
Serving: AZ, CA, NV, CO, IN, VT, TX
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Core Documents, Inc.
Contact: Gene Ennis
P.O. Box 14538
Bradenton, FL 34280
(888) 755-3373
Fax: (941) 795-4802
e-mail: coreservice@coredocuments.com
Website: www.CoreDocuments.com
Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan Documents
Serving: Nationwide
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First American Bank
Contact Adam Fingerhut
1650 Louis Avenue
Elk Grove Village, IL 60007
(847) 586-2266
Fax: (847) 586-2266
e-mail: afingerhut@firstambank.com
WebSite: www.firstambank.com
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First Horizon MSaver, Inc.
Contact: Jan Holmes
7400 West 110th St., Ste. 520
Overland Park, KS 66210-2346
(888) 367-6727
Fax: (913) 663-4675
e-mail: msaverbroker@firsthorizon.com
Website: www.firsthorizonmsaver.com
Products: HSA’s Adm. Ins.
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HealthConnect Systems
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93710
(877) 805-2828 ext. 250
Fax: (559) 256-1009
e-mail: sales@healthconnectsystems.com
Website: www.healthconnectsystems.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, Cobra, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
———
Health Savings Administrators
Contact: John Vellines
10800 Midlothian Turnpike, Ste. 240
Richmond, VA 23235
(888) 354-0697
Fax: (804)726-1570
e-mail: jvellines@hsaadministrators.com
Website: http://hsaadministrators.info
Products: Health Savings Accounts offering no-load Vanguard Mutual Fund investments
———————–
HSA Bank
A Division of Webster Bank N.A.
Contact: David Drzymkowski
668 N Coast Hwy, Ste. 416
Laguna Beach, CA 92651
(949) 374-2853
e-mail: ddrzymkowski@hsabank.com
Website: www.hsabank.com
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HSA California®
Kevin M. Timone, Vice President Sales
721 South Parker, Suite 200
Orange, CA 92868
Phone: (866) 251-4625
Fax: (714) 347-3809
E-mail: ktimone@choiceadmin.com
Website: www.hsacalifornia.com
Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits: Dental, Vision, Chiropractic, Acupuncture, Group Life, Cal Perks Discount
Min. Case Size: 2-50
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HSA Resources
Contact: Steve Hansen
P.O. Box 277
St. Joseph, MN 56374
(866) 757-4727 ext. 3
Fax: (866) 826-0104
e-mail: steve.hansen@hsaresources.com
Website: www.HSAResources.com
Products: HSAs for Businesses
Serving: Nationwide
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Infinisource Inc.
Contacts: Jason Bauerly, Tammy Rzepka
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(800) 300-3838
Fax: (517) 278-0764
e-mail: jbauerly@infinisource.net
e-mail: trzepka@infinisource.net
Website: www.infinisource.net
Products/Services: Administrator for COBRA, Flexible Spending Accounts (FSAs); Health Reimbursement Arrangements (HRAs); Online Enrollment and Eligibility, HIPAA, Privacy Security, Payroll HR Services, Portability Solutions
Serving: Nationwide
OptumHealth Financial Services
Contact: Kristin Komen
PO BOX 9472
Minneapolis, MN 55440-9472
(949) 856-2514
Fax: (877) 421-6125
e-mail: Kristin.komen@optumhealthfinancial.com
Website: www.optumhealthfinancial.com
Products/Services: HSAs, FSAs, HRAs, Stop Loss, COBRA, Billing, Retiree Accounts
Min. Case Size: 100
Serving: Nationwide
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Pacific Benefits Flex Inc.
Contact: Mimi Lyon
3090 Fite Circle, Ste. 101
Sacramento, CA 95827
(916) 363-2101 ext. 226
Fax (916) 363-4213
e-mail: mimi@pacificbenefits.com
Website: www.pacificbenefits.com
Products/Services: TPA, FSA, HRA, HSA, POP, Transportation
Serving: Nationwide
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Sterling HSA
Contact: Chris Bettner EVP, Business Development
475 14th St., Ste. 650
Oakland, CA 94612
(408) 779-9908
(800) 617-4729 Ext. 225
Cell: (415) 722-8789
Fax: (877) 517-4729
e-mail: chris.bettner@sterlinghsa.com
Website: www.sterlinghsa.com
Product/Services: HSA, HRA, FSA, POP, Cobra Administration
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Wells Fargo
Health Savings Accounts
Contact: Brady Lundblad
90 S. 7th St., 9th floor (MAC N 9305-091)
Minneapolis, MN 55402
(612) 667-9387
Fax: (877) 669-9148
E-mail: brady.c.lundblad@wellsfargo.com
Website: www.wellsfargo.com/HSA
Products: HSA’s
Min. Case Size: 1
Serving: National
LIFE SETTLEMENTS
Abacus Settlements
Contact: Craig Seitel
1790 Broadway, Ste. 1500
New York, NY 10019
(212) 584-5700 Fax: (212) 247-7518
e-mail: cseitel@abacussettlements.com
Website: www.abacussettlements.com
Serving all states except: FL, MT, MD, WV, Indian Territory in OK
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Advanced Settlements
Contact: Scott Kirby
2101 Park Center Dr., Ste. 220
Orlando, FL 32835
(407) 296-7373
(800) 561-4148 Fax: (407) 296-7377
e-mail: info@advancedsettlements.com
Website: www.advancedsettlements.com
Products/Services: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing and Compliance Assistance, Life Settlement Quote, Transparency and Compensation Disclosure Reports
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American Safe Retirements, LLC
Contact: Joe Barkate
1701 W. Northwest Highway, Ste. 100
Grapevine, TX 76051
(214) 641-5363
(800) 277-8464 (800) ASR-U-GO4
(817) 796-1616
mailto: joe@americansaferetirements.com
mailto: rich@americansaferetirements.com
Website: www.nomarketrisk.com
www.americansaferetirements.com
Products/services: Finanical Planning, 401(k), Life Settlements
Min.Size: 1
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Coventry
Contact: Michael Coben
7111 Valley Green Rd.
Fort Washington, PA 19034
(877) 836-8300 Fax: (215) 233-3201
e-mail: mcoben@coventry.com
Website: www.coventry.com
Products/Services: Life Settlements
Serving: Nationwide
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ELA Settlement Services L.L.C.
Contact: Paul H. Nagelberg
1435 Morris Ave.
P.O. Box 3137
Union, NJ 07083
(800) 388-0103 Fax: (908) 810-4159
e-mail: pnagelberg@execlife.com
Website: www.elasettlementservices.com
Products/Services: Life Settlements
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Legacy Benefits LLC
Contact: Business Development
Empire State Building
350 Fifth Ave., Ste. 4320
New York, NY 10118
(212) 643-1190
Fax: (212) 643-1180
Website; www.elasettlementservices.com
Website: www.legacybenefits.co
Services/Products: Sales & Marketing, Life Insurance Settlements
Serving: Nationwide
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Legal Life Settlements
Contact: Matthew Korn
8636 Ibis Cove Circle, Ste. 1
Naples, FL 34119
(650) 477-2726
e-mail: info@legallifesettlements.com
Website: www.legallifesettlements.com
Products/Services: Life Settlements
Serving: Nationwide
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Leisure Werden & Terry Agency
Contact: Victor Paz
200 S. Los Robles Ave., Ste. 200
Pasadena, CA 91101
(626) 304-1300
(800) 272-2212
Fax: (626) 304-1313
e-mail: lwtbrokerage@lwtagency.com
Website: www.lwtagency.com
Products: Life settlements
Serving: Nationwide
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Life Distributors of America, LLC.
Contact: Jonathan Reilly
2801 Townsgate Rd., Ste. 320
Westlake Village, CA 91361
(805) 413-8650
(877) 454-3395
Fax: (805) 367-8671
e-mail: jonathan@lifedistributors.net
Website: www.lifedistributors.net
Products/Services: Life Settlement Broker, Policy Appraisals and Quotes, E&O Coverage
Serving: Nationwide
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Life Equity LLC
Contact: Ward Kerr
5611 Hudson Dr., Ste. 100
Hudson, OH 44236
(330) 342-7772
(800) 272-5189
Fax: (330) 342-7782
E-mail: info@lifeequity.com
Website: www.lifeequity.com
Products/Services: Life Settlements
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Life Insurance Buyers, Inc.
Contact: Greg Albers, Linda Wilcher
12103 Sagamore
Leawood, KS 66209
(913) 317-9990
(800) 936-5508
Fax: (913) 317-8162
e-mail: lindawilcher@lifeinsurancebuyers.com
Website: www.lifeequity.com
Serving: AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, LA, MA, MD, MS, MI, MN, MS, MO, NS, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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Life Insurance Settlements Inc.
550 West Cypress Creek Rd., Ste. 300
Fort Lauderdale, FL 33309
(866) 326-5433 Ext. 1015
Fax: (954) 337-5731
Website: www.LiSettlements.com
Products/Services: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing & Compliance Available, Nationwide Assistance Available 24/7
Serving: Nationwide
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The Lifeline Program
1979 Lakeside Parkway, 2nd Floor
Atlanta, GA 30084
(800) 252-5282
(770) 724-7300
Fax: (770) 724-7373
e-mail: info@thelifeline.com
Website: www.thelifeline.com
Products/Services: Life Settlements
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Life Settlement Solutions Inc.
Contact: Kurt Gillhaus
9201 Spectrum Center Blvd., Ste. 105
San Diego, CA 92123
(858) 576-8067
Fax: (858) 576-9329
e-mail: info@lifefirms.com
Website: www.lss-corp.com
Products/Services: Life Settlement Provider
Serving: Nationwide
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Lifestyle Settlements Inc.
Contact: Bryan Thacker
30448 Rancho Viejo Rd., Ste. 250
San Juan Capistrano, CA 92675
(949) 493-2056
(800) 493-2056 Ext. 270
e-mail: bthacker@lifestylesettlements.com
Website: www.lifestyleinsurance.com
Products/Services: Life Settlements
Serving: Nationwide
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Maple Life Financial
4350 East West Hwy., Ste. 900
Bethesda, MD 20814
(877) 777-0635
Fax: (301) 951-1351
e-mail: moreinfo@maplelf.com
Website: www.maplelifefinancial.com
Product/Services: Secondary Market for Life Insurance, Life Settlement Origination and Servicing
Serving: Nationwide
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Noble Financial & Insurance Services, Inc.
Contact: Ben Levine
90 E. Thousand Oaks Blvd., Ste. 200
Thousand Oaks, CA 91360
(805) 497-0414
(877) 543-2387 Fax: (805) 497-8044
e-mail: bnlevine@lifeservicesmanagement.com
Products/Services: Life Settlements
Serving: Nationwide
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Provident Life Insurance Services, Inc.
Contact: Jim Passarelli, President
7575 Dr. Phillips Blvd., Ste. 135
Orlando, Florida 32819
(800) 515-5003
e-mail: Passarelli@ProvidentLIS.com
Website: www.ProvidentLIS.com
Products/Services: Life Settlements
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Q Capital Strategies, LLC
Contact: Don Glidewell
5901 Broken Sound Parkway, NW, Ste. 200
Boca Raton, FL 33487
(561) 886-4600
Fax: (561) 886-4601
e-mail: info@qcapitalStrategies.com
e-mail: policy@qcapitalStrategies.com
Website: www.qcapitalStrategies.com
Products: Life Settlements
Serving: Nationwide except AK, ID, KY, ND, PR, VT, WV
Rumson Capital, Inc.
Contact: Sam Mangel
261 Old York Road, Ste. 711
Jenkintown, PA 19046
(215) 886-8433
(866) 885-8433
(215) 886-5300
E-mail: sam@rumsongroup.com
Website: www.rumsongroup.com
Products/Services: Life Settlements
Seving: AL, AZ, AR, CO, CT, DC, DE, FL, HI, ID, IN, IA, KS, LA, MD, ME, MA, MO, NE, NV, NJ, NM, NC, ND, OH, PA, SC, SD, TN, TX, UT, VA, WI , WY
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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
Services/Products: Life Settlements
Serving: Nationwide
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Trinity Financial Services LLC
Contact: Jeanette LaVigne
940 Centre Circle, Ste. 3022
Alatamonte Springs, FL 32714
(407) 523-1990
(866) 870-8746
FAX: (407) 523-1871
e-mail: jeanette@trinityfinancialllc.com
e-mail: info@trinityfinancialllc.com
Website: www.trinityfinancialllc.com
Products/Services: Life Settlements & Life Insurance Sales
Serving: Nationwide
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Welcome Funds Inc.
Contact: Daniel Ohman
6001 Broken Sound Parkway, Ste. 320
Boca Raton, FL 33487
(561) 862-0244
(877) 227-4484
Fax: (561) 862-0242
e-mail: info@welcomefunds.com
Website: www.welcomefunds.com
Products/Services: Secondary Market for Life Insurance
Serving: Nationwide
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LTC
LTC Associatioins
American Association for Long Term Care Ins.
Contact: Jesse Slome
3835 E. Thousand Oaks Blvd., Ste 336
Westlake Village, CA 91362
(818) 597-3205
e-mail: jslome@aaltci.org
Website: www.aaltci.org
Products/Services: Sales and Marketing
Serving: Nationwide
LTC Carriers
American Life & Health Group
1013 Lucerne Ave., Ste. 200
Lake Worth, FL 33460
(800) 992-1492 Fax: (561) 533-0391
e-mail: info@amlifegroup.com
Website: www.amlifegroup.com
Products/Services: Long-Term Care, Home Health Care, Major Medical, Affordable Health Ins., Medicare Part D, Life, Annuity.
Serving: Nationwide
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John Hancock
Financial Network
Contact: Cathy Lockhart Seaman
3000 Oak Rd., Ste. 300
San Francisco Bay Area Agency #120
Walnut Creek, CA 94597
(925) 946-4433 Fax: (925) 946-4478
e-mail: clockhart@jhnetwork.com
Website: www.jhbrokerage.com
Products/Services: LTC Sales & Marketing, LTC Continuing Education, LTC Association, LTC Insurers
Serving: Nationwide
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Mutual of Omaha Insurance Company
Contact: Brokerage Sales Support Mutual of Omaha Plaza
Omaha, NE 68175
(800) 693-6083, Fax: (402) 351-5938
e-mail: brokerage.support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: LTC Insurers
Serving: NationwideLTC Sales &
LTC Sales & Marketing
AmeriCal Advanced Insurance Solutions, LLC.
Contact: Gene Tapper
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
(310) 441-5699 ext. 169
(866) 311-2656 ext. 169
Fax: (310) 441-5660
e-mail: gtapper@americalltc.com
Website: www.americalltc.com
www.ltc411.com
Products/Services: Specialists in Long-Term Care Insurance Strategies
Serving: Nationwide & International
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American Association for Long-Term Care Ins.
Contact: Jesse Slome
3835 E. Thousand Oaks Blvd., Ste. 336
Westlake Village, CA 91362
(818) 597-3205
e-mail: jslome@aaltci.org
e-mail: info@aaltci.org
Website: www.aaltci.org
Products/Services: Sales and Marketing
Serving: Nationwide
American Financial Marketing LLC
Contact: Gail Kane
400 Highway 169 South, Ste. 200
Minneapolis, MN 55426
(763) 593-0905 (800) 880-3072
Fax: (763) 545-5223
e-mail: gailk@afmus.com
Website: www.afmus.com
Products/Services: LTC Marketing and Sales Support
Serving: Nationwide
––––––––––
American Independent Marketing
Contact: John Hennessey
511 W. A St., Yakima, WA 98902
(800) 672-7202
Fax: (800) 829-0391
e-mail: john.hennessey@aimforLTC.com
Products/Services: Sales & Marketing
Serving: Nationwide
––––––––––
American Insurance Marketing Services Inc.
Contact: Steven Dozier
101 TechnaCenter Drive
Montgomery, AL 36117
(334) 272-4409
(800) 325-9876
Fax: (334) 272-8342
e-mail: info@aimsltc.com
Website: www.aimsltc.com
Serving: Nationwide
––––––––––
California Long Term Care Insurance Services, Inc.
Contact: Katie O’Rourke
Contact: Louis Brownstone
Contact: Donna Martindale
1601 Bayshore Hwy., Ste. 360
Burlingame, CA 94010
(650) 692-5202
(800) 303-1527
Fax: (650) 692-5204
e-mail: katie@cltcinsurance.com
e-mail: louis@cltcinsurance.com
e-mail: donna@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/Services: LTC Sales & Markeing
––––––––––
Capitas Financial, LLC
Internatonal Life Brokerage
Contact: Rich Kupetsky, CLTC, SVP, LTC Sales
Pacific South West Financial
4275 Executive Square, Suite 900
La Jolla, CA 92037
(858) 546-8686 ext. 118
(877) 359-LTCI (5824) Option 4
e-mail: rich.kupetsky@capitasfinancial.com
Website: www.capitasfinancial.com
––––––––––
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/Services: DI, LTC, CI
Serving: CA, NV, OR, AZ
––––––––––
ICB/Individual Commercial Brokerage
Contact: Aaron Paglia
100 Enterprise Dr., Ste. 500
Rockaway, NJ 07866
(973) 538-5511
(800) 422-0696 Fax: (973) 361-0047
e-mail: info@ica-icb.com
e-mail: aaron.p@ica-icb.com
Website: www.ica-icb.com
Products/Services: LTC Mktg. & Sales
Serving: Nationwide
––––––––––
John Hancock Financial Network
Contact: Cathy Lockhart Seaman
3000 Oak Rd., Ste. 300
San Francisco Bay Area Agency #120
Walnut Creek, CA 94597
(925) 946-4433
Fax: (925) 946-4478
e-mail: clockhart@jhnetwork.com
Website: www.jhbrokerage.com
LTC Sales & Marketing, LTC Continuing Education, LTC Association, LTC Insurers
Serving: Nationwide
––––––––––
Liberty Marketing Insurance Services
Contact: Holly Mednick
5700 1st Ave.
N. St. Petersburg, FL 33710
(800) 391-7464 (800) 810-5678
Fax: (727) 577-5993
e-mail: info@liberty-marketing.com
Website: www.liberty-marketing.com
Products/Services: Annuities, Life, LTC Sales & Marketing
Serving: Nationwide
––––––––––
LifeStyle Insurance Service, Inc.
Long-Term Care Insurance
Contact: Carol Gardner
30448 Rancho Viejo Rd., Ste. 250
San Juan Capistrano, CA 92675
e-mail: cgardner@lifestyleinsurance.com
Website: www.lifestyleinsurance.com
(949) 272-2260
(949) 493-2056
(800) 493-2056 Ext. 260
Fax: (949) 493-8366
Products/Services: LTC Sales & Marketing
Serving: Nationwide
––––––––––
LTC Consultants
Contact: Julie Alexander
108 Rhoades Lane
Hendersonville, TN 37075
(615) 590-0300
(888) 400-1118
Fax: (615) 590-0307
e-mail: julie@ltcconsultants.com
Website: www.ltcconsultants.com
Products/Services: LTC Sales & Marketing Tools, Online & Onsite LTCi Training, Consumer Seminars, Motivation Speeches
Serving: Nationwide
––––––––––
LTCiTraining.com
108 Rhoades Lane
Hendersonville, TN 37075
(866) 400-5224
Fax: (813) 464-8018
e-mail: Jennifer@LTCiTraining.com
Website: www. LTCiTraining.com
––––––––––
LTC Insurers
Contact: Jackie Slaughter
8420 West Dodge Rd., 5th Floor
Omaha, NE 68114-3446
(402) 343-3637
(800) 786-5566
Fax: (402) 343-9927
e-mail: jackie@seniormarketsales.com
Website: www.seniormarketsales.com
Products/Services: LTC Sales & Marketing
Serving: Nationwide
––––––––––
Mutual of Omaha Insurance Company
Contact: Brokerage Sales Support Mutual of Omaha Plaza
Omaha, NE 68175
(800) 693-6083
Fax: (402) 351-5938
e-mail: brokerage.support@mutualofomaha.com
Website: www.mutualofomaha.com
Products/Services: LTC Insurers
Serving: Nationwide
—————
SellingLTC.com
Contact: Jennifer Sullivan
P.O. Box 409
Rabun Gap, GA 30568
(877) 603-2771
Fax: (706) 746-2071
e-mail: info@sellingltc.com
Website: www.sellingltc.com
Products/Services: LTCI Sales Marketing and Presentation Solutions, Custom Website.
Serving: Nationwide
——————-
Senior Market Sales, Inc.
Contact: Jim Summers
8420 West Dodge Rd., 5th Flr.
Omaha, NE 68114-3446
(402) 397-3311
(800) 786-5566
Fax: (402) 397-0455
e-mail: jim@seniormarketsales.com
Website: www.seniormarketsales.com
Products/Services: LTC Sales & Marketing
Serving: Nationwide
––––––––––
Specialists in Health Insurance Services
Contact: Ted Porter
1399 Ygnacio Valley Rd., Ste. 210
Walnut Creek, CA 94598
(925) 934-1376 ext. 222
(800) 300-1376
Fax: (925) 934-3023
e-mail: tedp@sihis.com
Website: www.sihis.com
Products/Services: LTC Sales & Marketing
Serving: Nationwide
ONLINE RESOURCES
AgentSecure/InsureZone
Contact: Melisa Eicher
1612 Summit Ave., Ste. 100
Fort Worth, TX 76102
(817) 704-2252
(866) 243-5934
Fax: (817) 885-7987
e-mail: membership@insurezone.com
Website: www.insurezone.com
Website: www.agentsecure.com
––––––––––
Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921
(800) 874-9707
Fax: (480) 287-8574
e-mail: info@aigilis.com
Website: www.aigilis.com
––––––––––
AIS
Contact: Douglas Shimada
One Kaiser Plaza, Ste. 1333
Oakland, CA 94612
(510) 893-5331
(800) 788-6524 Ext. 125
Fax: (510) 893-4445
e-mail: doug@ais-insurance.com
Website: www.ais-insurance.com
––––––––––
Benaissance/COBRAPoint
Contact: John B. Jenkins
7101 Mercy Rd., Ste. 300
Omaha, NE 68106
(402) 884-7021
(877) 884-7021 Ext. 101
Fax: (402) 991-5374
e-mail: john.jenkins@benaissance.com
Website: www.benaissance.com
Products/Services: COBRA, Direct Bill, ARRA, HIPAA, Compliance Administration Software, Online Resources
Min.Case Size: 2+
Serving: Nationwide
––––––––––
Benesyst, Inc.
Contact: Christine Zmich
800 Washington Ave., North 8th Floor
Minneapolis, MN 55401
Phone: (612) 746-3115
Fax: (513) 381-4850
e-mail: czmich@benesyst.net
Website: www.benesyst.net
Products/Services: Employee Benefit Administration, COBRA/HIPAA, Flexible Benefits, Online Enrollment and Eligibility Management, Wellness
Serving: Nationwide
––––––––––
BeneTrac
Contact: Art Brooks
2385 Northside Drive, Ste. 100
San Diego, CA 92108
Phone: (619) 788-5800
(877) 645-4342
Fax: (619) 788-5801 (Operations)
Fax: (619) 788-5802 (Sales)
E-mail: ABrooks@benetrac.com
Website: www.benetrac.com
––––––––––
Dentalinsurance.com
Contact: Avery Smith
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 437-7217
(800) 366-5656 ext. 217
Fax: (310) 390-3158
e-mail: as@kelsey.com
Website: www.dentalinsurance.com
Products/Services: Dental Insurance Plans
Plan Type: DHMO, PPO, Indemnity, Discount PRO
Min. Case Size: 1
Serving: Nationwide
––––––––––
Grouphealthbid.com
Contact: Bill Bryant
4000 MacArthur, Ste. 730
Newport Beach, CA 92660
(949) 681-1898
Fax: (949) 681-1893
e-mail: bill@grouphealthbid.com
Website: www.grouphealthbid.com
––––––––––
HealthConnect Systems
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93710
(877) 805-2828 ext. 250
Fax: (559) 256-1009
email: sales@healthconnectsystems.com
Web: www.healthconnectsystems.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, Cobra, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
––––––––––
HR Ideas, Inc.
Bishop Ranch 2
Contact: Deisy Bach
2680 Bishop Dr., Ste 126
San Ramon, CA 94583
(925) 556-4404 Fax: (925) 359-1470
e-mail: info@hrideas.com
Website: www.hrideas.com
Products: HR, Recruiting, Training & Safety
––––––––––
JHPInsight
1344 Disc Dr., Ste. 210
Sparks, NV 89436
(888) 837-4748 Fax: (800) 905-6750
e-mail: service@jhpinsite.com
Website: www.jhpinsite.com
Products: Internet Quote Engine
––––––––––
JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678
(888) 542-4467
Fax: (805) 644-9676
e-mail: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA
––––––––––
LTC Consultants
Contact: Julie Alexander
108 Rhoades Lane
Hendersonville, TN 37075
(615) 590-0300
(888) 400-1118
Fax: (615) 590-0307
e-mail: julie@ltcconsultants.com
Website: www. ltcconsultants.com
Products/Services: LTC Sales & Marketing Tools, Online & Onsite LTCi Training, Consumer Seminars, Motivation Speeches
Serving: Nationwide
––––––––––
LTCiTraining.com
108 Rhoades Lane
Hendersonville, TN 37075
(866) 400-5224 Fax: (813) 464-8018
e-mail: Jennifer@LTCiTraining.com
Website: www. LTCiTraining.com
—————-
Quotit®Corporation
721 S. Parker St., # 330
Orange, CA 92868
Phone: (866) 478-6899
Fax: (714) 564-5025
E-mail: info@quotit.com
Website: www.quotit.com
––––––––––
SellingLTC.com
Contact: Jennifer Sullivan
P.O. Box 409
Rabun Gap, GA 30568
(877) 603-2771 Fax: (706) 746-2071
e-mail: info@sellingltc.com
Website: www.sellingltc.com
LIFE REGIONAL OFFICES
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 (PPO & Indemnity)
Min. Group Size: 2
Serving: 39 States
––––––––––
Boston Mutual Life
Life-Group Sales Office
Contact: Jeff Jacoby-Group Sales Mgr.
14651 Dallas Pkway., Ste. 407
Dallas, TX 75254
(800) 959-9575 Ext. 622
Fax: (972) 233-9756
e-mail: jeff_jacoby@bostonmutual.com
Website: www.bostonmutual.com
––––––––––
Guardian Life Insurance Company of America
Newport Beach
Contact: Joseph Stefano, Director of Sales
4685 MacArthur Court, Ste. 100
Newport Beach, CA 92660
(800) 662-6464 Direct (949) 885-1720
Fax: (949) 453-9919
e-mail: jstefano@glic.com
Los Angeles
Arthur Stern, District Manager, LA
(800) 225-3399
(310) 765-2201
e-mail: astern@glic.com
San Diego
Gregg Holdgrafer, District Manager, San Diego
(800) 769-6759
(619) 881-3502
e-mail: gholdgrafer@glic.com
Arizona/New Mexico
Brady Myers, District Manager
(800) 227-8457
Fax: 602 567-2572
e-mail: bmyers1@glic.com
Las Vegas
Steve Johnson, District Manager
(800) 662-6464
(949) 885-1726
e-mail: sjohnson@glic.com
Fresno
Brady Spencer, District Manager,
(800) 662-6464
(559) 389-5858
e-mail: bspencer@glic.com
Quote e-mail: surequote@glic.com
Website: www.guardianlife.com
Plan Type: PPO/DHMO
Products/Services: Dental, LTD, Life, STD, Vision, All available in Voluntary, Contrib. & Non-Contrib.
Min. Case Size: 2-5000
Serving: All 50 States
––––––––––
Jackson National Life Insurance Company
Contact: Pete Meyers
Contact: Elizabeth Griffith, JNLD Sales Desk
7601 Technology Way
Denver, CO 80237
(800) 711-5653
e-mail: peter.meyers@jackson.com
e-mail:Elizabeth.griffith@jackson.com
Website: www.jackson.com
Serving: AZ, CA, CO, HI, IA, ID, KS, MD, MO, MT, NE, NM, NV, OR, UT, WA, WY
––––––––––
John Hancock Retirement Plan Services
Contact: Derek MacDougall
500 N. Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400 ext. 857644
(800) 766-2685
Fax: (818) 552-3420
e-mail: derek_macdougall@Jhancock.com
Website: www.Jhpensions.com
Serving: Pacific Region
––––––––––
John Hancock Retirement Plan Services
Contact: Cheney Hunt
18093 Bluegrass Rd.
Ramona, CA 92065
(760) 788-7311
Fax: (760) 788-7025
e-mail: cheney_hunt@Jhancock.com
Website: www.Jhpensions.com
Serving: San Diego County
––––––––––
John Hancock Retirement Plan Services
100 Pringle Ave., Ste. 310
Walnut Creek, CA 94596
(925) 935-7400
(800) 622-6300
Fax: (925) 935-8425
Serving: N. CA, WA, NV, OR, ID, MT, WY, UT
––––––––––
John Hancock Retirement Plan Services
Contact: Howard Joelson
18100 Von Karman Ave., Ste. 400
Irvine, CA 92612
(949) 442-1530
(800) 451-8775
Fax: (949) 442-1540
e-mail: howard_joelson@jhancock.com
Website: jhonhancock.com
Serving: Orange County
––––––––––
Oxford Life Insurance Company
Contact: Scott L. Overstreet
2721 N. Central Ave.
Phoenix, AZ 85004
(602) 263-6666
(800) 308-2318
Fax: (866) 380-9691
e-mail: scottoverstreet@oxfordlife.com
Website: www.oxfordlife.com
Serving: Nationwide
––––––––––
Transamerica Strategic Marketing Desk
Contact. Chris Diaz, Director Marketing Sales Desk
1150 S. Olive St.
Los Angeles, CA 90015
FAX 213-745-4340
email: lifesales@transmerica.com
Website: www.transamerica.com
PARAMEDICAL
APPS Para Medical Services Headquarters
Contact: Robin Pellegrini
e-mail: repellegrini@appshq.com
Service/Product: Paramedical Firms
One Jericho Plaza
Jercho, NY 11753-1663
(516) 822-6230 Ext. 117
Fax: (516) 822-6241
(800) 989-2777
California Location
Rancho Cucamonga
(909) 243-7900
Fax: (909) 243-7909
Los Angeles:
(213) 389-2777
(800) 439-2770 (CA Only)
Fax: (213)-389-3510
Modesto:
(888) 764-9201
Fax: (888) 764-9202
Orange County:
(714) 784-4580
(800) 939-2777 (CA Only)
Fax: (714) 748-4328
San Diego:.
(619) 497-0080
Fax: (619) 497-1829
San Francisco:.
(925) 229-2777
(800) 972-9777 (CA Only)
Fax: (925) 229-1544
San Jose:.
(408) 551-0351
Fax: (408) 551-0356
Santa Barbara:.
(805) 617-3485
Fax: (805) 617-3500
––––––––––
Datafied
Contact: Linda Nefos
1210 N. Jefferson St., Ste. P
Anaheim, CA 92807
e-mail: lnefos@datafied.com
Website: www.datafied.com
(877) 328-2343 Ext. 242
Fax: (800) 922-3892
Service: APS Copy Service/Records Retrieval
––––––––––
Examination Management Services Inc.
Anaheim Hills
(714) 779-2691
Fax: (714) 779-2693
Chico
(530) 895-3203
Fax: (530) 895-3206
Colton
(800) 633-3811
Fax: (619) 758-7770
Fremont
(510) 490-6211
Fax: (877) 410-5522
Fresno
(559) 718-9385
Garden Grove
(714) 898-9203
Fax: (714) 892-3701
Santa Clarita
(661) 296-5035
Fax: (800) 371-1579
Hollywood
Fax: (888) 236-4670
Los Angeles (Metro)
(949) 916-8911
Fax: (800) 308-1793
Los Angeles (Commerce)
(323) 722-4100
Fax: (323) 722-8223
Modesto APS
(866) 377-0018
Fax: (866) 377-0019
Northern
California Coast
(866) 632-1780
Fax: (619) 398-0941
Northern Oakland
(510) 639-1813
Fax: (510) 639-2188
Pasadena
(626) 449-8355
Fax: (626) 449-8357
Sacramento
(916) 729-0700
Fax: (916) 729-0770
San Diego
(619) 758-7777
Fax: (619) 758-7770
Santa Clarita Valley (Canyon Country)
(661) 251-3800
(661) 251-3773
Santa Rosa
(619) 481-3785
Fax: (888) 548-3926
Van Nuys (818) 909-0807
(818) 909-0810
––––––––––
ExamOne
Glendale – SF Valley & Ventura County
230 N. Maryland Ave., Ste. 110
Glendale, CA 91206
e-mail: tolucalake@examone.com
(855) 570-3926 Fax: (818) 246-5505
Orange – Orange & LA County
726 Town & Country Rd Bldg D
Orange, CA 92868
e-mail: orangecounty@examone.com
(855) 570-3926 Fax: (714) 263-2375
Riverside – Inland Empire
3600 Central Ave. Ste. 3
Riverside, CA 92506
e-mail: sanbernardino@examone.com
(855) 570-3926, Fax (951) 530-0206
San Diego – San Diego County
7827 Convoy Court Ste. 410
San Diego, CA 92111
e-mail: sandiego@examone.com
(855) 570-3926
Fax: 858-569-2004
Concord – San Francisco East Bay Area
5167 Clayton Rd, Ste. H
Concord, CA 94520
email: concord@examone.com
(925) 288-9850
Fax (925) 288-9854
San Jose – South Bay Area
2905 Stender Way Ste. 32
Santa Clara, Ca 94504
email: sanjose@examone.com
Phone (408) 330-0811
Fax (866) 402-8648
Sacramento – Stockton & North Coast
720 Sunrise Ave., Ste. 102-C
Roseville, CA 95661
e-mail: sacramento@examone.com
(916) 786-5890
Fax: (916) 786-5806
––––––––––
Portamedic
Central Valley: 3001 Coffee Rd., Ste. 2,
Modesto CA, 95355
209-522-6091
209-522-0764
800-344-3926
Fresno: 5305 N. Fresno St., Ste. 103,
Fresno, CA, 93710
559-230-2644
559-230-2657
800-510-5203
San Francisco Bay Area 24301:
Southland Dr., Ste. 216,
Hayward, CA, 94545
510-783-5922
510-783-1237
800-541-1444
San Francisco:
111 Anza Blvd., #309,
Burlingame, CA, 94010
650-340-6166
650-340-6174
800-257-7500
San Jose:
286 E. Hamilton Ave., Ste. D
Campbell, CA, 95008
408-378-4800
408-378-4816
Southern California:
5252 Orange Ave, 211
Cypress CA, 90630
714-826-6430
714-826-9669
800-873-3926
LA Tarzana:
18757 Burbank Blvd., Ste. 118,
Tarzana, CA, 91356 818-344-7417
818-344-5461
800-753-0029
Inland Empire:
9121 Haven Avenue Ste. 210
220, Rancho Cucamonga, CA, 91730
909-481-6853
909-481-0320
800-753-8596
San Diego: 4849 Ronson Ct. #107,
San Diego, CA, 92111 619-297-5642
619-297-3938
800-469-5678
Ventura: 260 Maple St., Suite 133,
Ventura CA, 93003 805-650-1433
805-650-3109
800-842-4403
––––––––––
Superior Health Examiners Inc.
Contact: Debra Hanson
Main Office: 24009 Ventura Blvd., Ste. 240
Calabasas, CA 91302
(818) 222-4181
(800) 564-3543
(213) 226-4647
e-mail: Superiorhealthfaxes@gmail.com
Paramedical Services Mobile Parameds, In-House Parameds, Medical Doctors (mobile), Board Certified Doctors, Blood Draws, HOS, EKG, X-Ray, TVC, Treadmills (mobile), Portamedic Approval
Serving: Nationwide
––––––––––
Superior Mobile Medics
Contact: Kim Richter
3838 Camino Del Rio North, Ste. 250
San Diego, CA 92108
(619) 299-3926 Ext. 235
(800) 898-3926 Ext. 235
Fax: (888) 548-3926
e-mail: KRichter@superiormobilemedics.com
Website: www.superiormobilemedics.com
Medical Records Retrieval
MVP Record Retrieval
Contact: Chuck Dart
P.O. Box 5237
Modesto, CA 95352
(209) 342-6662
(800) 377-0018
Fax: (800) 377-0019
e-mail: cdart@mvpretrieval.com
Website: www.mvpretrieval.com
Service: Nationwide APS & medical record retrieval
SECTION 125
AFLAC, Los Angeles-North-East
Contact: Henry Sauceda, Group
3923 Foothill Blvd., Ste. A
La Crescenta, CA 91214
(626) 379-4265
(800) 288-5990
(888) 861-0251
Fax: (909) 266-9622
e-mail: henry_sauceda@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products/Services: Group (Accident, CI, Dental, Hospital, Life), Group Worksite Products with Guaranteed Issue
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Minimum Case Size: 100+ for Ind., 100+ Group
Serving: CA
––––––––––
AFLAC, Los Angeles-West
Contact: Adam Michaels
1333 2nd St., Ste. 550
Santa Monica, CA 90401
(310) 744-6101
Fax: (310) 744-6199
e-mail: adam_michaels@us.aflac.com
Website: www.aflac.com
Products/Services: All Voluntary Worksite Marketing/Sec. 125
Minimum Group Size: 3
Serving: Nationwide
––––––––––
Benefits Store Inc.
Contact: Roger Smith
(800) 446-2663
Fax: (925) 855-2050
e-mail: roger@benefitsstore.com
Website: www.benefitsstore.com
Products/Services: Section 125, Group Health
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 MERP, integrated plans, self-funded administration); Vision, Life (group), Debit Card, Payroll, HR
Serving: AZ, CA, NV, CO, IN, VT, TX
––––––––––
BPI-Flex Administrators
Contact: Sarah Fakan
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-6543 ext. 104
Fax: (937) 865-6502
e-mail: info@BusinessPlansInc.com
Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCobraPlan.com
Min. Case Size: 10
Products/Services: TPA Services, Total Compensation Statements, Cobra Administration, Retiree Billing
––––––––––
Choice Builder
Kevin M. Timone, Vice President Sales
721 S. Parker, Ste. 200
Orange, CA 92868
(866) 412-9254
Fax (866) 412-9261
E-mail: ktimone@choceadmin.com
Website: www.choicebuilder.com
Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic/Acupuncture, Group Life, Section 125
Min. Case Size: 2 to 99
Serving: CA
––––––––––
CONEXIS
Contact: Marc McGinnis
721 S. Parker, Ste. 300
Orange, CA 92868
(877) CONEXIS [266-3947] Ext. 4623
e-mail: mmcginnis@conexis.com
Website: www.conexis.com
Products/Services: Employee Benefit Administration – COBRA/HIPAA, Flexible Benefits, Commuter Benefits, Direct Bill Services
Min. Case Size: 2 to Unlimited
Serving: Nationwide
––––––––––
Core Documents Inc.
Contact: Gene Ennls
P.O. Box 14538
Bradenton, FL 34280
(888) 755-3373
Fax: (941) 795-4802
e-mail: coreservice@coredocuments.com
Website: www.CoreDocuments.com
Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan Documents
Serving: Nationwide
––––––––––
HealthConnect Systems
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93710
(877) 805-2828 ext. 250
Fax: (559) 256-1009
e-mail: sales@healthconnectsystems.com
Website: www.healthconnectsystems.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, Cobra, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
––––––––––
Infinisource Inc.
Contacts: Jason Bauerly, Tammy Rzepka
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(800) 300-3838 Fax: (517) 278-0764
e-mail: jbauerly@infinisource.net
e-mail: trzepka@infinisource.net
e-mail: http://mtaylor@infinisource.net
Website: www.infinisource.net
Products/Services: Administrator for COBRA, Flexible Spending Accounts (FSAs); Health Reimbursement Arrangements (HRAs); Online Enrollment and Eligibility, HIPAA, Privacy Security, Payroll, HR Services, Portability Solutions
Serving: Nationwide
––––––––––
JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678
(888) 542-4467 Fax: (805) 644-9676
e-mail: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA
––––––––––
Pacific Administrators
Contact: Felix Acajabon
74-133 El Paseo, Ste. 11
Palm Desert, CA 92260
(800)427-4549 Ext. 240
(760) 340-1287 Fax: (760) 341-2148
e-mail: felixa@pagroup.us
Website: www.payprogo.com
Products/Services: Section 125, COBRA, Pension Plan, TPAs, Payroll
Serving: Nationwide
––––––––––
PayPro Administrators
Contact: Bobbi Hamilton
6180 Quail Valley Ct.
Riverside, CA 92507
Cell Phone: (951) 897-6085
(951) 656-9273 ext. 226
(800) 427-4549
Fax: (951) 656-9276
e-mail: bobbih@pagroup.us
e-mail: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS Services
––––––––––
Polycomp Administrative Services Inc.
Contact: Amanda Asherson
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111
(800) 736-7090
Fax: (818) 346-8672
e-mail: aasherson@polycomp.net
Website: www.polycomp.net
Products/Services: 401(k);Profit Sharing; Defined Benefit Plans; 403(b); Prevailing Wage Retirement Plans.
Min. Case Size: 1
Serving: Nationwide
––––––––––
Tricast Inc.
Contact: John Adler
10400 W. Innovation Dr., Ste. 310
Milwaukee, WI 53226
(414) 302-9733
(888) 321-2021
Fax: (414) 302-9837
e-mail: learnmore@tricast.com
e-mail: john.adler@tricast.com
Website: www.tricast.com
Products/Services: Prescription Drug Plans, Wellness, Sec. 125
Min. Case Size: 25
Serving: Nationwide
––––––––––
Zavidow-Shows Insurance Services Network 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/Services: Sec. 125
Serving: Nationwide
TPAs
Advantek Benefit Administrators
Contact: Erin Ellis
P.O. Box 45007
Fresno, CA 93718
(866) 556-7655
Fax: (559) 228-5460
e-mail: eellis@santehealth.net
Website: www.advantekbenefit.com
Products/Services: TPA for medical, dental & vision, COBRA/HIPAA, Utilization Management & Disease Management
Serving: Nationwide
––––––––––
Affordable Benefit Administrators Inc.
Contact: Cheryl Williams-Khoury
444 Irving Dr., Ste. 202
Burbank, CA 91504
(818) 842-0147
(800) 350-0148
Fax: (818) 842-0225
e-mail: cwkhoury@benefitsaba.com
Website: www.benefitsaba.com
Products/Services: TPA for medical, dental, vision, HSA plans, Cobra/HIPAA & flex, Utilization Review and Case Management
Serving: Nationwide
––––––––––
AGIA Insurance Services
Contact: David H. McCarty
1155 Eugenia Place
Carpinteria, CA 93013
(800) 244-2462 ext. 1236
Fax: (763) 416-4931
e-mail: DMcCarty@AGIA.com
Website: www.agia.com
Products/Services: Associations, Life, Accident & Health, Travel
Serving: Nationwide
––––––––––
AIS
Contact: Doug Shimada
One Kaiser Plaza, Ste. 1333
Oakland, CA 94612
(510) 893-5331 ext. 125
(800) 788-6524
Fax: (510) 893-4445
e-mail: doug@ais-insurance.com
Website: www.ais-insurance.com
Products/Services: Ancillary, Dental, Vision, Disability, Life (Group); TPAs, all starting at one life.
Min. Case Size: 1
Serving: AZ, CA, ID, KY, MT, NM, NV, OH, OR, TX, WA
––––––––––
American Association for Quality Healthcare
Contact: Nancy Ginter
23251 Mullholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
e-mail: info@aaqhc.com
Website: www.aaqhc.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA
––––––––––
Beneficial Administration
Contact: Steve Course
2505 McCabe Way
Irvine, CA 92614
(949) 756-1000
(800) 854-7417
Fax: (949) 724-1603
e-mail: scourse@beneficialadmin.com
Website: www.beneficialadmin.com
Products/Services: Individual, Small Group & Mid-Market Administration, “Fully Insured and ASO”
Serving: Nationwide
––––––––––
Benefit Resource, Inc.
Contact: Tom Guiler, Vice-President
245 Kenneth Drive
Rochester, NY 14623-4277
Toll Free: 866-996-5200
email: tquiler@benefitresource.com
email: info@benefitresource.com
www. benefitresource.com
Products: Flexible Spending Accounts, Health Reimbrustement Accounts, Health Savings Accounts and Communiter Benefits
min. Case Size: 5
Serving: Nationwide
___________
Benefit Service Center
Contact: Scott Wallington
9500 Topanga Canyon Blvd.
Chatsworth, CA 91311
(800) 842-6635
Fax: (818) 678-0027
e-mail: swallington@bscidnc.com
Website: www.bscinc.com
Products/Services: Employee Benefits Administration including: Premium Reconciliation, Billing, Eligibility, Open Enrollments, New Hire Administration, COBRA, Retiree Administration, Claims Advocacy, Database Management, and Call Center, FSA
Min. Case Size: 250
Serving: Nationwide
––––––––––
Benefit & Risk Management Services Inc.
Contact: Paul Schafer
80 Iron Point Circle, Ste. 200
Folsom, CA 95630
(916) 467-1400 Ext. 1245
Fax: (916) 467-1401
e-mail: paul.schafer@brmsonline.com
Website: www.brmsonline.com
Products/Services: Full-Service Employee Benefit TPA (Group Medical, Dental, Vision, Sec. 125, Flexible Spending Accounts, COBRA/HIPAA, medical management, and utilization review with proprietary Virtual Benefits Administration System (Vbas)
Min. Case Size: 50
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 MERP, integrated plans, self-funded administration); Vision, Life (group), Debit Card, Payroll, HR
Serving: AZ, CA, NV, CO, IN, VT, TX
––––––––––
Benesyst, Inc.
Contact: Christine Zmich
800 Washington Ave., North 8th Floor
Minneapolis, MN 55401
Phone: (612) 746-3115
Fax: (513) 381-4850
e-mail: czmich@benesyst.net
Website: www.benesyst.net
Products/Services: Employee Benefit Administration, COBRA/HIPAA, Flexible Benefits, Online Enrollment and Eligibility Management, Wellness
Serving: Nationwide
––––––––––
BPI-Flex Administrators
Contact: Sarah Fakan
432 East Pearl Street
Miamisburg, OH 45342
(800) 865-6543 ext. 104
Fax: (937) 865-6502
e-mail: mailto:info@BusinessPlansInc.com
Website: www.myCafeteriaPlan.com
Website: www.myBenefitStatements.com
Website: www.myCobraPlan.com
Min. Case Size: 10
Products/Services: TPA Services, Total Compensation Statements, Cobra Administration, Retiree Billing
–––––––––
CaliforniaChoice®
Kevin M. Timone, Vice President Sales
721 South Parker, Suite 200
Orange, CA 92868
Phone: (800) 542-4218
Fax: (714) 542-4244
E-mail: ktimone@choiceadmin.com
Website: www.calchoice.com
Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Payroll Services, Cal Perks Discounts
Min. Case Size: 2-50
–––––––––
CaliforniaChoice 51+
Kevin M. Timone, Vice President Sales
721 South Parker, Suite 200
Orange, CA 92868
Phone: (866) 226-7431
Fax: (714) 347-3840
E-mail: ktimone@choiceadmin.com
Website: www.calchoiceplus.com
Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Cal Perks Discounts
Min. Case Size: 51-199
––––––––––
Capitol Administrators
Contact: Dave Reynolds
2920 Prospect Park Dr., Ste. 210
Rancho Cordova, CA 95670
(916) 669-2510
Fax: (916) 669-0575
e-mail: dreynolds@capitoladm.com
Website: www.capitoladm.com
Products/Services:TPAs
Min. Case Size: 100
Serving: Nationwide
––––––––––
CBCA Inc.
Contact: Rodney Napier
250 Civic Center Drive, Ste. 350
Columbus, OH 43215
(800) 428-8194
Fax: (952) 946-7547
Website: www.cbca.com
Products/Services: TPAs
Min. Case Size: 250
Serving: Nationwide
––––––––––
Choice Builder®
Kevin M. Timone, Vice President Sales
721 S. Parker, Suite 200
Orange, CA 92868
Phone: (866) 412-9254
Fax (866) 412-9261
E-mail: ktimone@choiceadmin.com
Website: www.choicebuilder.com
Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic/Acupuncture, Group Life, Section 125
Min. Case Size: 2 to 99
Serving: CA
––––––––––
Coastal TPA Inc.
Contact: Debi Hardwick
928 East Blanco Road
Salinas, CA 93901
(831) 754-3800 Ext. 104
(800) 564-7475
Fax: (831) 754-3830
e-mail: DHardwick@coastalmgmt.com
Website: www.coastalmgmt.com
Products/Services: Group Medical, Dental & Vision Claims Administration; Disease Management and Preferred Provider Panels.
Min. Case Size: 2 to Unlimited
Serving: Nationwide
––––––––––
Colonial Life -Voluntary Employee Benefits
Contact: Michael J. McCormick, CLU, FLMI
29811 Santa Margarita Pkwy., Ste. 100
Rancho Santa Margarita, CA 92688
(949) 452-9201
(949) 452-9200
Fax: (949) 452-9209
e-mail: benecom@att.net
Products/Services: Benetrac, Dental, Disability, Health Reform Tax Credits, Life (term & UL), Medical Bridge, Accident, Sec.125, HSA Implementation and Enrollment, Vision,
Min. Case Size: 10
Serving: Nationwide
———
CONEXIS
Contact: Marc McGinnis
721 S. Parker, Ste. 300
Orange, CA 92868
(877) CONEXIS [266-3947] Ext. 4623
e-mail: mmcginnis@conexis.com
Website: www.conexis.com
Products/Services: Employee Benefit Administration – COBRA/HIPAA, Flexible Benefits, Commuter Benefits, Direct Bill Services
Min. Case Size: 2 to Unlimited
Serving: Nationwide
––––––––––
Contractor’s Choice®
Constance Sullivan, Vice President
721 South Parker, Suite 200
Orange, CA 92868
Phone: (866) 358-9456
Fax: (714) 542-9309
E-mail: csullivan@contractorschoice.net
Website: www.contractorschoice.net
Products/Services: TPA, Employee Choice (HMO/PPO) Ancillary Benefits, Dental, Vision, Group Life
Min. Case Size: 5
––––––––––
CoPower Inc.
Contact: Pratibha Patel
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
(888) 920-2322
Fax: (650) 348-1149
Products: CoPower ONE and COBRA, Sec. 125, Cafeteria Plans including POP, FSAs, HSAs and HRAs
Services: Third Party Administrator for Dental, Vision, Group Life
Min. Case Size: 2
Serving: Nationwide
––––––––––
Cypress Dental Administrators
Contact: Amy Yates
7510 Shoreline Dr., Ste. A-1
Stockton, CA 95219
(800) 350-3989
Fax: (209) 478-5614
e-mail: Marketing@cypressadmin.com
Website: www.cypressadmin.com
Products/Services: Dental and Vision plans (group and individual), TPA, Self-Funded Plans,
Min. Case Size: 1
Serving: CA
––––––––––
Direct Dental
209 San Anselmo Ave.
San Anselmo, CA 94960
(415) 457-2836
Fax: (415) 454-2928
e-mail: drjohn@directdentalplans.com
Website: www.directdentalplans.com
Products/Services: TPA
––––––––––
eflexgroup.com (eflex)
Contact: Tom Jacobs
2740 Ski Lane
Madison, WI 53713
(608) 243-8277
(877) 933-3539
Fax: (877) 231-1287
e-mail: teamwest@eflexgroup.com
Website: www.eflexgroup.com
Products/Services: FSA, HSA, HRA, TRANSIT, COBRA, DEBIT CARD
Min. Case Size: N/A
Serving: Nationwide
––––––––––
Employee Benefit Specialists, Inc.
Contact: Jennifer Leugers
5934 Gibraltar Dr., #206
Pleasanton, CA 94588
(925) 460-3910
(800) 229-7683
Fax: (925) 460-3920
email: jennifer.leugers@ebsbenefits.com
website: www.ebsbenefits.com
Products: FSA, Section 132, COBRA, Retiree Administration, Invoice Reconciliation, Voluntary, WORKTERRA – our proprietary online enrollment and eligibility system
Serving: Nationwide
__________
Employer Administrative Services Co.
Contact: Jack C. Annett
2455 Bennett Valley Blvd., Ste. B303
Santa Rosa, CA 95404
(707) 546-4570
Fax: (707) 524-2387
e-mail: jack@easc.com
Website: www.easc.com
Products/Services: TPAs
Min. Case Size: 50
Serving: CA
––––––––––
HealthConnect Systems
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93710
(877) 805-2828 ext. 250
Fax: (559) 256-1009
e-mail: sales@healthconnectsystems.com
Website: www.healthconnectsystems.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, Cobra, POP, FSA, EAP, HR Resources, Voluntary Benefits
Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
––––––––––
HealthNow Administrative Services
Steve Manzelli–SVP Sales/Marketing
2520 Venture Oaks Way, Ste. 450
Sacramento, CA 95833
(914) 604-3480
(855) 847-3223
Fax: (916) 604-3470
e-mail: stephen.manzelli@hnas.com
e-mail: marketing@hnas.com
Website: www.hnas.com
Products: COBRA/HIPAA, Flexible Benefits, Self Funded Plans, Ancillary Products, Dental, Vision, Life & DI Insurance
Min. Case Size: 50 to Unlimited
Serving: Nationwide
––––––––––
HSA California®
Kevin M. Timone, Vice President Sales
721 South Parker, Suite 200
Orange, CA 92868
Phone: (866) 251-4625
Fax: (714) 347-3809
E-mail: ktimone@choiceadmin.com
Website: www.hsacalifornia.com
Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Cal Perks Discount
Min. Case Size: 2-50
––––––––––
Infinisource Inc.
Contacts: Jason Bauerly, Tammy Rzepka
15 East Washington St.
P.O. Box 889
Coldwater, MI 49036
(800) 300-3838
Fax: (517) 278-0764
e-mail: jbauerly@infinisource.net
e-mail: trzepka@infinisource.net
e-mail: mtaylor@infinisource.net
Website: www.infinisource.net
Products/Services: Administrator for COBRA, Flexible Spending Accounts (FSAs); Health Reimbursement Arrangements (HRAs); Online Enrollment and Eligibility, HIPPA, Privacy Security, Payroll, HR Services, Portability Solutions
Serving: Nationwide
––––––––––
Innovative Pension Strategy & Design
Contact: Sean Kelly
14251 Danielson St.
Poway, CA 92064
(858) 218-3440
(858) 748-6500
Fax: (858) 748-0615
e-mail: sean@ipsd.com
Website: www.innovativepension.com
Website: www.ipsd.com
Products/Services: TPAs, 401(k), Defined Benefit Plans Included
Min. Case Size: 1
Serving: Nationwide
––––––––––
JHC Insurance Services
Contact: Joe Hernandez
P.O. Box 3879
Ventura, CA 93006-3879
(805) 644-9678
(888) 542-4467
Fax: (805) 644-9676
e-mail: admin@jhcbenefits.com
Website: www.jhcbenefits.com
Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs
Plan Type: PPO, Employee Choice, EPO, Indemnity
Serving: CA
————–
Kaiser Permanente
Choice Solution
Kevin M. Timone, Vice President Sales
721 South Parker, Suite 200
Orange, CA 92868
Phone: (800) 416-4395
Fax: (800) 566-8298
E-mail: ktimone@choiceadmin.com
Website: www.kpchoicesolution.com
Products/Services: TPA, Employee Choice (HMO, PPO, POS, Indemnity), Ancillary Benefits, Dental, Group Life, Section 125, Cal Perks Discounts
Min. Case Size: 2-50
––––––––––
Kelsey National Corp.
Contact: Mark Kelsey
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 437-7241
(800) 366-5656 Ext. 241
Fax: (310) 390-3158
e-mail: mk@kelsey.com
Website: www.kelsey.com
Products/Services: TPAs
Min. Case Size: 1
Serving: Nationwide
––––––––––
Merchants Benefit Administration, Inc
Contact: Laura Genzer
15974 N. 77th St., Ste. 102
Scottdale, AZ 85260
(800) 800-6543
Fax: (480) 776-5050
e-mail: lgenzer@mbainc.us
Website: www.mbaadmin.com
Products/Services: Dental (ind.), Health (Group), Life (Guaranteed Issue)
Min. Case Size: 1
Serving: Nationwide
––––––––––
MESVision
Contact: Mike Schell
345 Baker St.
Costa Mesa, CA 92626
(800) 877-6372
Fax: (714) 619-4670
e-mail: mschell@mesvision.com
Website: www.mesvision.com
Products/Services: Group Vision Plans (Fully Insured and Self-Funded)
Min. Case Size: 5
Serving: Nationwide
––––––––––
Morgan-White Administrators Inc.
Contact: David R. White
6040 I-55 N. Frontage Rd.
Jackson, MS 39211
(601) 956-2028 ext.105
(800) 800-1397
Fax: (601) 957-6838
e-mail: david.white@morganwhite.com
Website: www.morganwhite.com
Products/Services: TPAs, Consolidated Billing
Min. Case Size: 2
Serving: Nationwide
––––––––––
MVI Administrators
Contact: Jeff Van De Moere
1011 Camino Del Rio South, Ste. 300
San Diego, CA 92108
(619) 260-2660
(800) 927-8380
Fax: (619) 260-2666
e-mail: jv@mviadmin.com
Website: www.mviadmin.com
Products/Services: TPAs
––––––––––
MWG Dental Plan & Vision Plan
Contact: Robin Williams
P.O. Box 14067
Jackson, MS 39236
5712 I-55 N. Frontage Rd.
Jackson, MS 39211
(601) 956-2028 Ext.116
(800) 800-1397
Fax: (601) 956-1702
e-mail: robin.williams@morganwhite.com
Website: www.mwgdental.com
Products/Services: TPA
Min. Case Size: 2
Serving: Nationwide
––––––––––
National Retirement Services Inc. (NRS)
Contact: Kevin Spaeth
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) 622-3244
(800) 350-2172
Fax: (714) 622-3189
e-mail: kevin.spaeth@nrservices.com
Website: www.nrservices.com
Products/Services: TPAs
Min. Case Size: 1
Serving: Nationwide
––––––––––
OptumHealth Financial Services
Contact: Kristin Komen, Regional Sales Director
P.O. Box 9472, CA. 960-2000
Minneapolis, MN 55440-9472
(949) 856-2514
Fax: (877) 421-6125
e-mail: kristin.komen@optumhealthfinancial.com
Website: www.optumhealthfinancial.com
Products/Services: FSA, HRA, COBRA, HSA (Banking), Consolidated Billing, Retiree, Transportation
––––––––––
Pacific Administrators
Contact: Felix Acajabon
74-133 El Paseo, Ste. 11
Palm Desert, CA 92260
(800)427-4549 Ext. 240
(760) 340-1287
Fax: (760) 341-2148
e-mail: felixa@pagroup.us
Website: www.payprogo.com
Products/Services: Section 125, COBRA, Pension Plan, TPAs, Payroll
Serving: Nationwide
––––––––––
Pacific Benefits iFlex, Inc.
Contact: Mimi Lyon
3090 Fite Circle, Ste. 101
Sacramento, CA 95827
(916) 363-2101 ext. 226
Fax (916) 363-4213
e-mail: mimi@pacificbenefits.com
Website: www.pacificbenefits.com
Products/Services: TPA, FSA, HRA, HSA, POP, Transportation
Serving: Nationwide
––––––––––
PayPro Administrators
Contact: Bobbi Hamilton
6180 Quail Valley Ct.
Riverside, CA 92507
Cell Phone: (951) 897-6085
(951) 656-9273 Ext. 226
(800) 427-4549
Fax: (951) 656-9276
e-mail: bobbih@pagroup.us
e-mail: sales@pagroup.us
Website: www.pagroup.us
Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS
––––––––––
Pinnacle Claims Management, Inc.
Contact: David Zanze, President
17620 Fitch, Irvine, CA 92614
(949) 885-2209
Fax: (949) 809-6209
e-mail: dzanze@pinnacletpa.com
Web site: www.pinnacletpa.com
Products/Services: Administration of group medical and dental plans, flexible spending accounts, health reimbursement accounts, HSA qualified high deductible health plans, standalone COBRA and Retiree billing. Pinnacle offers two distinct, proprietary online tools, which empower the employer and employee relative to their health benefits.
Serving: Multiple States
––––––––––
Polycomp Administrative Services Inc.
Contact: Amanda Asherson
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111
(800) 736-7090
Fax: (818) 346-8672
e-mail: aasherson@polycomp.net
Website: www.polycomp.net
Products/Services: 401(k);Profit Sharing; Defined Benefit Plans; 403(b); Prevailing Wage Retirement Plans.
Min. Case Size: 1
Serving: Nationwide
––––––––––
Pram Insurance Services, Inc.
Contact: David P. Wilson, CEO
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12
Cell (714) 904-7850
Fax: (714) 255-0977
e-mail: dwilson@pram.com
Website: www.pram.com
Products: Pharmacy MGU Services Nationally. Fully Insured Carve out Prescription Drug Card Plans, Pharmacy Consulting, Rx Plan Auditing, Turnkey Pharmacy Admin. Svcs. , AME, Worksite, Limited Benefits and Indemnity Plans
Serving: Nationwide
Min. Case Size: 100
Serving: Nationwide
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PRB Administrators
Contact: Thomas O. Michel
1925 Century Park East, Ste. 400
Los Angeles, CA 90067
(310) 551-3125
Fax: (310) 551-0327
e-mail: tmichel@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), individual and group life and disability insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planner
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Qualified Benefits
Contact: Gregory Taylor
21021 Ventura Blvd., #100
Woodland Hills, CA 91364
(818) 594-4900
Fax: (818) 887-3048
e-mail: gregdt@qbillc.com
Website: www.qbillc.com
Products/Services: TPAs
Min. Case Size: 1
Serving: Nationwide
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Redwood Health Services
Contact: John W. Nacol
3510 Unocal Place, Ste. 108
Santa Rosa, CA 95403
(707) 525-4370
Fax: (707) 525-4270
e-mail: jnacol@rhs.org
Website: www.rhs.org
Website: www.pfmc.org
Website: www.basicplus.com
Products/Services: TPA, FSA, HRA,POP, Claims administration, medical review, and cobra administration
Min. Case Size: 2
Serving: Nationwide
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Superior Administrators Inc.
Contact: Lance Tennison
3720 S. Susan St., Ste. 200
Santa Ana, CA 92704
(714) 429-1700
(888) 429-9090
Fax: (714) 429-1393
e-mail: ltennison@superioradministrators.com
Website: www.superioradministrators.com
Products/Services: TPA
Serving: Nationwide
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TLC Administrators
Contact: Mary Tarell
3340 Walnut Ave., Ste. 290
Fremont, CA 94538
(510) 795-0103
(800) 533-0113
Fax: (510) 795-0858
e-mail: mary@lipman.com
Website: www.lipman.com
Products/Services: TPAs
Serving: Nationwide
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TripleChoicePlan Dental
Contact: Larry Kent, CEO
1964 Westwood Blvd., Ste. 120
Los Angeles, CA 90025
(310) 470-2343 ext. 150
Fax: (310) 441-5660
e-mail: lkent@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products: Specialists in Dental Insurance Plans
Min. Case Size: 25
Serving: Nationwide
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Trust Administrators Inc.
Contact: Royce A. Charney, J.D.
1300 Clay Street, Ste. 600
Oakland, CA 94612
(888) 951-5556
Fax: (888) 951-1116
e-mail: rcharney@trustadmin.com
Website: www.trustadmin.com
Products/Services: TPA for Cafeteria Plans, Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs), Direct Dental and Vision Reimbursement, COBRA, Community Benefits, Eligibility & Consolidated Billing Services
Min. Case Size: 1
Serving: Nationwide
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United Administrative Services
Contact: Pamela Barrett
1120 South Bascom Ave
San Jose, CA 95128
(408) 288-4460
Fax: (408) 288-4577
e-mail: pbarrett@uastpa.com
Website: www.uastpa.com
Products/Services: TPAs
Serving: CA
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Veritas Health Systems Administrators and Insurance Services Inc.
Contact: Kevin Nichols
1415 Victor Ave.
Redding, CA 96003-4035
(530) 223-7717 Ext. 2488
(877) 313-7700 Ext. 2488
Fax: (530) 223-7719
e-mail: knichols@myveritashealth.com
Website: www.myveritashealth.com
Products/Services: CDH Plan design and TPA Services
Min. Case Size: 2
Serving: Nationwide
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Zenith Administrators
Contact: Mary Laffey
221 Main St., Ste. 250
San Francisco, CA 94105
(415) 536-8280
(800) 388-0508 ext.448280
Fax: (415) 546-0600
e-mail: Mlaffey@zenithadmin.com
Website: www.zenithadmin.com
Products/Services; TPAs
Min. Case Size: 500
Serving: Nationwide
TRUST SERVICES
Trust Services
Global Strategic Advisors
Contact: John Dietz
110 Wall St., 11th Floor
New York, NY 10005
(888) 435-6030
(212) 671-1188
Fax: (212) 202-4503
e-mail: info@globalstrategicadvisors.com
Website: www.globalstrategicadvisors.com
Mini Group Size: 35
Services/Products: Asset Protection & Wealth Preservation
Serving: Worldwide
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Liberty Trust Preparation
Contact: Robert J. McDonnell
5020 Campus Dr.
Newport Beach, CA 92660
(949) 752-7477
(800) 922-7764
Fax: (949) 752-7518
e-mail: robert@rjmlawoffices.com
Services/Products: Trust Services
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Macro Strategic Design Inc.
Contact: Bruce Wright
P.O. Box 480
Simi Valley, CA 93062
(805) 527-7516
Fax: (310) 527-2720
e-mail: info@macrostrategicdesign.com
Website: www.macrostrategicdesign.com
Services/Products: Consulting
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Polycomp Administrative Services Inc.
Contact: Ed Dillon
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111
Fax: (818) 346-8672
Website: www.polycomp.net
Services/Products: Retirement Plan Administration, Self-Directed IRAs, Cafeteria Plans, Association Trust Services
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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
Services/Products: Life Insurance Trust, Investment Advice, Charitable Remainder Trust, Fee-Based Consulting, Sep-IRA, Simple IRA, Roth IRA, Charitable Installment bargain sales, Self Directed Installments sales, Life Settlements, VA Pension Benefits, Annuities, Pensions, CRTs,Fundraising
Serving: Nationwide
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Trustmakers.com
Contact: John Dietz
110 Wall St., 11th Floor
New York, NY 10005
(888) 916-7070 ext. 802
Fax: (212) 202-4503
e-mail: john@trustmakers.com
Website: www.trustmakers.com
Mini Group Size: 35
Services/Products: Asset Protection & Wealth Preservation
Serving: Nationwide
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The Wright Company
Contact: Bruce Wright
P.O. Box 480
Simi Valley, CA 93062
(805) 527-7516
Fax: (805) 527-2720
e-mail: info@thewrightco.com
Website: www.thewirghtco.com
Services/Products: Consulting
WORKSITE MARKETING
AFLAC, Los Angeles-North-East
Contact: Henry Sauceda
3923 Foothill Blvd., Ste. A
La Crescenta, CA 91214
(626) 379-4265
(800) 288-5990
(888) 861-0251
Fax: (909) 266-9622
e-mail: henry_sauceda@us.aflac.com
Website: www.aflac.com
Website: www.aflacforbrokers.com
Products: Group (Worksite, CI, STD, Dental, Hospital, Life), Group Worksite Products with Guarantee Issue.
Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments
Minimum Case Size: 100+ for Ind., 100+ Group
Serving: CA
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AFLAC, Los Angeles-West
Contact: Adam Michaels
1333 2nd St., Ste. 550
Santa Monica, CA 90401
(310) 744-6199
e-mail: adam_michaels@us.aflac.com
Website: www.aflac.com
Minimum Group Size: 3
Products/Services: All Voluntary Worksite Marketing/Sec. 125
Serving: Nationwide
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Aigilis Corporation
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921 (800) 874-9707
Fax: (480) 287-8574
e-mail: info@aigilis.com
Website: www.aigilis.com
—————-
Allstate Workplace Division
Contact: Roger McClure
400 Exchange, Ste. 210
Irvine, CA 92602
(714) 573-3501
Fax: (714) 573-3579
e-mail: rmc3z@allstate.com
Website: www.allstate.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide
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Assurity Life Worksite Division
Contact: Jim Quinney–Caliwaii Ins. Mktg.
3031 Stanford Ranch Rd., Ste. 2, #230
Rocklin, CA 95765
(916) 781-9850
Fax: (916) 259-1844
e-mail: jim@caliwaii.com
Website: www.assurity.com
Products/Services: Worksite Marketing
Min. Case Size: 5
Serving: Nationwide
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Benefits Connect®
Contact: Sales
9401 East Stockton Blvd., Ste 240
Elk Grove, CA 95624
(916) 421-4000
Fax: (916) 714-3971
e-mail: info@benefitsconnect.net
e-mail: sales@benefitsconnect.net
Website: www.bennefitsconnect.net
Products/Services: Benefits Enrollment and Administration
Serving: Nationwide
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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
Web: www.chimienti.com
Products: Supplemental Medical GAP plans for groups of 5 or more, Limited Medical, Life, Critical Illness, Disability, Dental, Vision, LTC, Accident Insurance
Services: Internet Based Employee Benefits Enrollment with Billing & Eligibility Management Technology, includes Self Serve and Call Center with optional Chat Session abilities.
Serving: Nationwide
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Colonial Life
Contact: Jay Hutchins VP of Broker Marketing & Sales
1200 Colonial Life Blvd.
Columbia, SC 29210
(803) 678-5676
(800) 845-7330
Fax: (803) 678-5403
e-mail: jthutchins@coloniallife.com
Website: www.coloniallife.com
Products/Services: Specializing in benefits communication, enrollment services and voluntary insurance at the worksite
Serving: Nationwide
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Freedom Equity Group
Contact: Ron Petroinovich
567 Camino Mercado, Ste. E
Arroyo Grande, CA 93420
(866) 931-9777
Fax (636) 273-9251
email: ceopetro@fegcorp.com
Website: www.fegcorp.com
Products/Services: Critical Illness, Worksite, Index, Universal Life
Serving: Nationwide
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HealthConnect Systems
Contact: Ed Buck
1300 E. Shaw, Ste. 109
Fresno, CA 93704
(877) 805-2828 ext. 250
Fax: (559) 256-1009
e-mail: sales@healthconnectsystems.com
Website: www.healthconnectsystems.com
Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, Cobra, POP, FSA, EAP, HR Resources, Voluntary Benefits
Cobra, POP/FSA, HSA, HRA, Payroll, HR Resources, EAP
Serving: CA, CT, DE, DC, GA, MD, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA
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Transamerica Worksite Marketing
Contact: Shawn Smith
Territory VP-Western Region
28556 Malabar Rd.
Trebuco Canyon, CA 92679
(949) 216-9725
Cell: (949) 278-6097
e-mail: shasmith@AEGONUSA.com
Website: www.transamericaworksite.com
Home Office
Contact: Kim Templeton
1400 Centerview Dr.
Little Rock, AR 72211
(800) 400-3042 Ext. 1646
Fax: (501) 227-1489
Website: www.transamericaworksite.com
Products/Services: Worksite Marketing
Serving: Western US.
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TriFlex Corporation
Contact: Don Cooper
11255 Tierrasanta Blvd., Ste. 78
San Diego, CA 92124
(858) 278-3539
(866) 874-3539
Fax: (858) 397-5991
e-mail: info@triflexcorp.com
Website: www.triflexcorp.com
Products/Services: Worksite Marketing, Benefits Plan Design & Broker Education
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Voluntary Benefits & Limited Medical Conference
Contact: Sarah Hunt
1128 Royal Palm Beach Blvd., Ste. 138
Royal Palm Beach, FL 33411
(561) 792-4428
Fax: (561) 204-3676
e-mail: sarah@voluntarybenefitsconference.com
Website: www.voluntarybenefisconference.com
Products: Voluntary Benefits Limited Medical, Mini Medical
Serving: Nationwide
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Worksite Resources, LLC
Northern California
Contact: Ed Ryska, Managing Principal
6010 Roblar Rd
Petaluma, CA 94952
(707) 664-0166
Fax: (707) 664-0411
Email: eryska@worksiteresources.com
Website: www.worksiteresources.com
Products: Prescription Drug Care, Workers’Comp, Worksit Marketing
Worksite Resources, LLC
Southern California
Contact: Peter T. Lyman Managing Principal
8 S. Voluntario St., #A
Santa Monica, CA 93103
805-699-6432
Email: ptlyman@worksiteresources.com
Website: www.worksiteresources.com
Products: Prescription Drug Care, Workers’Comp, Worksit Marketing
