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Wednesday April 16th 2014

Archives

General Agents 2013

GENERAL AGENT LISTING

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ACCENT INSURANCE BROKERAGE
Contact: Melissa Shaw
26477 Rancho Pkwy. South
Lake Forest, CA 92630
(949) 699-1662 Ext. 204
Fax: (949) 699-1069
email: Melissa@FCN.com
Website: www.MelissaShawPlanner.com
Website: www.FCN.com
Products: Life Insurance (wholesale insurance for the financial professional); Long Term Care; Financial counseling.
Serving: CA
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ACE BENEFITS GROUP
RETIREMENT & INSURANCES
Contact: administrator@acebenefitsgroup.com
155 W. Washington Blvd., # 1114
Los Angeles, CA 90015
(213) 765-0089
Fax: (323) 345-5089
Website: www.acebenefitsgroup.com
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
Serving: Nationwide
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AIGILIS CORPORATION
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921
(800) 766-0411
Fax: (480) 287-8574
email: info@aigilis.com
Website: www.aigilis.com
Products: Accident Medical; Critical Illness; Dental (ind., group); Lab & Imaging services; Life Quotes Online; Mini-Med; Prescription Drug Plans; Self-Enrollment online
Serving: Nationwide
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AIS
Contact: Douglas Shimada
One Kaiser Plaza, Ste. 1333
Oakland, CA 94612
(510) 893-5331
(800) 788-6524 ext. 125
Fax: (510) 893-4445
email: doug@ais-insurance.com
Website: www.ais-insurance.com
Products: Ancillary; Dental; Disability; Life (group); TPAs; Vision – all starting at one life, Voluntary Medical
Serving: AZ, CA, ID, OR, NV, TX, UT, WA
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AMERICAL ADVANCED INSURANCE SOLUTIONS, LLC
1964 Westwood Boulevard, Suite 120
Los Angeles, CA 90026
Contact: Gene Tapper
(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: LTC
Serving: Nationwide
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AMERICAN CAPITAL
SECURITY CORP.
Paradigm Insurance Marketing
Contact: Paul D. Kaplan, CLU
31255 Cedar Valley Dr. , Ste. 311
Westlake Village CA 91362
(818) 380-0034
(800) 822-7251
Fax: (818) 706-0203
email: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Disability Income, 419(e) single employer post-retirement medical reimbursement plan;  Life (Indexed Universal Life, special risk, survivor, term, universal life); Long-Term Care Insurance
Serving: CA
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AMERICAN INSURANCE BROKERS INC.
Contact: Nancy Ginter
23251 Mulholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
email: Nginter@aib4insurance
Website: www.aib4insurance.com
Products: Dental (ind., group); Health (group); Vision
Serving: CA
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ANCILLARY MARKETS 
Toste & Associates
Contact: Phil Toste, Gary Smith
738 N. First St., Suite 101
San Jose, CA 95112
(408) 277-0226
(800) 868-6783
Fax: (408) 277-0237
email: phil@ancillarymarkets.com
Website: www.ancillarymarkets.com
Products: Health (ind., Medicare supplement); Dental (group, ind.), Life (group)
Serving: N. CA
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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
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APPLIED GENERAL AGENCY
Contact: Natalie Birchard
1235 N. Blue Gum, Ste. A
Anaheim, CA 92806
(714) 630-2801
(800) 498-6880
Fax: (800) 630-6344
Fax: (714) 630-1085
email: nbirchard@appliedga.com
Website: www.appliedga.com
Products: Annuities; Critical Illness; Final Expense; Health (ind.); Life; Medicare Advantage; Medicare Supplement
Serving: Nationwide
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ASSETS UNLIMITED INC.
Contact: Bill Metzger
1901 S. Bascom Ave., Ste. 1005
Campbell, CA 95008
(408) 879-3850
Fax: (408) 879-3855
email: wmetzger@hr-consult.com
Website: www.hr-consult.com
Products: AD&D; Cafeteria Plans; Chiropractic Benefit; COBRA Compliance; Critical Illness; Dental (ind., group); Disability (ind., group); Health (group, 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
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ASSOCIATION OF CHAMBER MEMBERS
Contact: Chris Anderson
231 E. Alessandro Blvd. #A359
Riverside, CA 92508
(951) 215-0420
Fax: (951) 780-2958
email: chris@ccsbinsurance.com
Products: Dental (group); Health (ind.)
Serving: CA
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BACKNINE INSURANCE SERVICES
Contact: Reid Tattersall
310 N. Westlake Blvd., #240
Westlake Village, CA 91362
(800) 790-1951
Fax: (805) 557-1503
Email: reid@back9ins.com
Website: www.back9ins.com
Products: Annuities, Disability; Life (term, universal, whole life, secondary, survivorship); LTC; Life with Living Benefits; Section 79
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BARRY J. FISHER INSURANCE MARKETING
Contact: Barry J. Fisher
7343 El Camino Real. Ste. 350
Atascadero, CA 93422
(818) 444-7730
(888) 279-3591
Fax: (818) 337-7133
email: barry.fisher@bordenhamman.com
Website: www.bjfim.com
Products: Traditional and Linked LTCi, Term, UL, WL, Long Term Disability, Critical Illness
Serving: Nationwide
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BAY RIVER INSURANCE SERVICES
Contact: F. Thomas Biglione, CLU ChFC
1501 El Camino Ave., Ste. 1
Sacramento, CA 95815
828 S. Bascom Ave., Ste. 240
San Jose, CA 95128
895 E. Yorba Linda Blvd., Ste. 201 B
Placentia, CA 92870
(866) 252-2977
Cell: (209) 601-2724
Fax: (888) 957-2977
email: tom@rvfis.com
Website: www.bayriverins.com
Products: Annuities (ind., group); Cancer; Critical Illness; Disability (individual); Life; LTCI; Pension (401[K]); 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
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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
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BELAIR INSURANCE SERVICES
Contact: Barry A. Sikov
522 S. Sepulveda Blvd., Ste. 207
Los Angeles, CA 90049
(310) 476-9720
(888) 327-4568
Fax: (310) 476-9731
email: insurer9@aol.com
Products: Acupuncture, Annuities (ind.,variable); Cafeteria Plans; Cancer; Chiropractic; COBRA Compliance; Dental (ind., group); Disability (ind., group); Financial Planning; Health (ind., HSA, group, international major medical, Medicare supplement, short-term major medical); Life (group term, survivor, term, universal life, variable); LTC; Pension (pension plans/profit sharing, 401[k]); Vision, Workers’ Comp
Serving: CA, DC, FL, MT, NV, TX
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BENEFITMALL (NorCal)
Contact: Alan Smallwood
7498 N. Remington, Ste. 101
Fresno, CA 93711
(800) 477-1432
Fax: (559) 436-2559
email: alan.smallwood@benefitmall.com
Website: www.benefitmall.com
Products: COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide
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BENEFITMALL (SoCal)
Contact: Brett Winingham
6200 Canoga Avenue, Ste. 300
Woodland Hills, CA 91367
(818) 348-1200
(800) 877-0101
Fax: (866) 299-9179
email: brett.winingham@benefitmall.com
Website: www.benefitmall.com
Products: COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide
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BENEFITMALL (NorCal)
Contact: Alan Smallwood
3010 Lava Ridge Court, Ste. 120
Roseville, CA 95661
(916) 872-2980
(800) 354-6918
Fax: (916) 872-2990
email: alan.smallwood@benefitmall.com
Website: www.benefitmall.com
Products: COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide
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BENEFITMALL (NorCal)
Contact: Alan Smallwood
1000 Burnett Ave., Ste. 440
Concord, CA 94520
(925) 969-3200
(800) 354-6926
Fax: (877) 230-8160
email: alan.smallwood@benefitmall.com
Website: www.benefitmall.com
Products: COBRA, Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide

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BENEFITMALL (SoCal)
Contact: Brett Winingham
500 N. College Blvd., Ste. 700
Orange, CA 92868
(714) 940-1140
(800) 966-3791
Fax: (714) 940-1198
email: brett.winingham@benefitmall.com
Website: www.benefitmall.com
Products: COBRA; Dental (group, ind.); Disability; Health (group, ind.); Life; Medicare Advantage; Medicare Supplement; Payroll; PDP; Vision
Serving: Nationwide
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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; Debit Card; Dental (group); EOB Concierge; Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); HR; Life (group); Payroll; Vision; Web Portal;
Serving: AZ, CA, CO, KS, NV, WA
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BENEFITS STORE INC.
Contact: Roger Smith
(800) 446-2663 Fax: (925) 855-2051
email: roger@benefitsstore.com
Website: www.benefitsstore.com
Products/Services: Section 125; Health (group)
Serving: Nationwide
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BERBOWER INSURANCE
AGENCY & BROKERAGE
Contact: Mark Berbower
5651 N. Pershing Ave., Suite C-5
Stockton, CA 95207
(209) 405-1088
Fax: (866) 489-0046
email: mark@BerbowerInsurance.com
Website: www.BerbowerInsurance.com
Products: Annuities (group, ind.); Dental (group, ind.); DI (disability income); Health (group, ind.); Life (single premium whole life, term, universal life, whole life); LTC
Serving: CA
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BEST
Life and Health Insurance Company
Contact: Jennifer Bolton, VP of Sales and Marketing
2505 McCabe Way
Irvine, CA 92614-6243
(888) 210-BEST
(800) 237-8543 ext. 169
Fax: (949) 553-0883
email: jbolton@bestlife.com
Website: www.besthealthplans.com
Products: Dental (group, Ind., PPO & indemnity); Life (group term, guarantee issue); Vision (PPO & Indemnity)
Min. Case Size: 2
Serving: 39 States
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BEST Re
Contact: Steve Course
2505 McCabe Way
Irvine, CA 92614-6243
(877) 868-5775
Fax: (208) 893-5040
email: scourse@bestre.net
Website: www.bestre.net
Products: Medical Stop-Loss Insurance
Serving: Nationwide
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BGA INSURANCE
Contact: Danielle Geissler
3300 Irvine Ave., #320
Newport Beach, CA 92660
(949) 955-0255 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
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BILL PROCTOR &
ASSOCIATES INS. INC.
Contact: Bill Proctor
42800 Bob Hope Dr., Ste. #209B
Rancho Mirage, CA 92270
(760) 568-5348  •  (855) 568-5348
Cell: (760) 851-4552
Fax: (760) 568-3309
email: bill@proctor-insurance.com
Website: www.proctor-insurance.com
Products: AD&D; Annuities (ind., group contract); Cafeteria Plans; Cancer; Chiropractic; COBRA Compliance; Critical Illness; Dental (ind., group); Disability (ind., group); Financial Planning; Health (ind., integrated plans, international major medical, HSA, Medicare bridge, Medicare supplement, short-term major medical); Life (group term, guaranteed issue, living payout option, single premium whole life, survivor, term, universal life, whole life); LTC; Pension (pension plans/profit sharing, 401[k]); Prescription Drug Card; Vision; Workers’ Comp; Worksite Marketing
Serving: CA
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BROKERS MARKETING SERVICES INC.
Since 1970
Contact: Earle Robinson
3234 Corinna Drive
Rancho Palos Verdes, CA 90275
(800) 870-8702  •  (310) 793-8808
Fax: (310) 793-8816
email: info@bmsmarket.com
Website: www.bmstoolkit.com
Products: Long Term Care, Life, Disability, Annuities, Final Expense, Pension (401[k]), Special programs and Training in LTC, private banks
Serving: Nationwide
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BROWN & ASSOCIATES
Contact: Michael B. Brown, FLMI, LUTCF
24012 La Chiquita Dr.
Mission Viejo, CA 92691
(949) 770-7679
email: MB2email@cox.net
Products: Group and Individual Medical, Dental, Vision, Life and Disability
Serving: Nationwide & International
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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.); 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
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BSI INSURANCE SERVICES, INC.
Contact: Jim Cerf
421 Petaluma Boulevard North
Petaluma, CA 94952
(707) 778-8581
(800) 972-1474
Fax: (707) 778-0836
email: bsi4ltc@pacbell.net
Products: Annuities; Life Insurance (term, universal life); Long Term Care Insurance
Serving: Nationwide
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CALIBRATED CAPITAL INC.
Calibrated International Benefits
International Medical, International Life,
International K&R
Contact: Lisa Nguyen Cambria, LUTCF
P. O. Box 1208
Novato, CA 94948
(415) 892-3116
email: lisa@calibrated.net
Website: www.calibrated.net
Products: Disability; International Risks for Life; K&R; Major Medical; Terrorism; Travel and more
Serving: Worldwide
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CALIFORNIA GUARDIAN BROKERAGE
Offices throughout California
333 North Indian Hill Blvd.
Claremont, CA 91711
(800) 775-1970 ext. 6
For proposal requests, sales tools and brochures email:
ani_manukyan@pacificadvisors.com
Products: Disability (Individual, Business and Guaranteed Standard Issue); Life: Term, Universal, Multi-Life and Whole Lifee
Serving: CA
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CALIFORNIA LONG TERM CARE INS. SERVICES INC.
Contact: Louis Brownstone
Contact: Katie O’Rouke
Contact: James Gravel
1601 Bayshore Hwy., Ste. 360
Burlingame, CA 94010
(650) 692-5202
(800) 303-1527
Fax: (650) 692-5204
email: katie@cltcinsurance.com
email: louis@cltcinsurance.com
email: james@cltcinsurance.com
Website: www.californialongtermcare.com
Products: LTC Sales & Marketing
Serving: Nationwide
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THE CAMDEN
INSURANCE AGENCY
(an Affiliate of Vision Plan of America)
Contact: Phil Needleman
3255 Wilshire Blvd., Ste. 1610
Los Angeles, CA 99010
(800) 400-4VPA
Cell: (760) 812-0491
email: phil@thecamden.com
email: peter@thecamden.com
email: Arneil@thecamden.com
Website: www.TheCamden.com
Website: www.visionplanofamerica.com
Products: Vision (ind., group, Employee paid and voluntary HMO, PPO); Dental (ind., group, HMO, EPO, PPO)
Serving: Nationwide
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CAPITAS LTC
Contact: Rich Kupetsky, CLTC President
4275 Executive Square, Ste. 900
La Jolla, CA 92037
(858) 546-8686 ext. 118
(877) 800-LTCI ext. 5824 Option 4
Fax: (858) 546-3978
Email: rich.kupetsky@capitasfinancial.com
Website: www.capitasltc.com
Products: LTC
Serving: Nationwide
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CARMICHAEL ASSOCIATES
Contact: Stan Carmichael
2535 Townsgate Rd., Ste. 213
Thousand Oaks, CA 91361
(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

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CASSANI & ASSOCIATES INSURANCE SERVICES INC.
Contact: Louis J. Cassani, Joe Cassani
1391 Redondo Ave.
Long Beach, CA 90804
(562) 597-1919
(800) 388-5429
Fax: (562) 597-3292
email: joe@cassaniinsurance.com
Website: www.cassaniinsurance.com
Products: Annuities (ind., variable); Critical Illness, Disability (ind.); 419; Health (International Major Medical); Life (group term, guaranteed issue, living payout option, secondary market for life, policy exchange, single premium whole life, special risk, survivor, term, whole life); LTC; Pension; Worksite Marketing, 419
Serving: Nationwide
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CAVALIER ASSOCIATES
Contact: Justin Smith
2801 Townsgate Rd., Ste. 350
Westlake Village, CA 91361
(800) 350-2019
Fax: (805) 371-4899
email: justin@cavalierassociates.com
Website: www.cavalierassociates.com
Products: Annuities (ind.,variable); Disability; Life (term, universal life, survivor, whole life)
Serving: CA
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C.C.S.B. INSURANCE ADMINISTRATORS
Contact: Chris Anderson
231 E. Alessandro Blvd., # 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
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CENCO INSURANCE MARKETING CORPORATION
Contact: John Pittman
1501 El Camino Ave., Ste. 1
Sacramento, CA 95815
(916) 920-5251
Fax: (916) 920-8734
Website: www.cencoinsurance.com
Products: Annuities (ind.); Disability (ind.); Life (indexed life, survivor, term, universal life, whole life); LTC
Serving: Northern & Central CA
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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: info@chimienti.com
Web: www.chimienti.com
Products:  Medical GAP plans, Insured HRA, Guarantee Issue Disability, Critical Illness, Accident, Dental, Vision, Term, UL, WL Life Insurance, COBRA- HAS-HRA-Sec. 125 Administration
Services: Internet based Employee Benefits Enrollment with Billing & Eligibility Management Technology, includes  Self Serve and Call Center with Chat session.
Serving: Nationwide
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CLAREMONT INSURANCE SERVICES
Contact: Michael Traynor
2999 Oak Rd., Ste. 810
Walnut Creek, CA 94597
Phone: (800) 696-4543
Direct: (925) 296-8800
Fax: (925) 588-2425
email: michael@claremontcompanies.com
Website: www.claremontcompanies.com
Products: Cafeteria Plans, COBRA Compliance, Dental (group); Disability (Group); Health (group); Life (term, universal, whole life); Section 125 (FSA, POP, HSA); Vision
Serving: N. CA
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CLOCK INSURANCE AND FINANCIAL SOLUTIONS
Contact: Marvin Cohen
21 West Laurel Dr., #71
Salinas, CA 93906
(831) 442-5511
Fax: (831) 442-5611
email: marvin@yourlifeandhealth.com
Website: www.yourlifeandhealth.com
Products: Cafeteria Plans, Cancer, Dental (ind., group); Disability (ind., group); Health (ind., group); Life (group term, living payout option, term, universal life, whole life); LTC, Vision, Worksite Marketing
Serving: Central Coast CA, Monterey, Santa Cruz, San Benito, Santa Clara & San Luis Obispo Counties
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CNMA Multi-Insurance Agency
895 E. Yorba Linda Blvd., Ste. 202
Placentia, CA 92870
(714) 552-3993
Fax: (714) 978-0518
Contact: Radi Miranda, LUTCF
email: radimiranda@ymail.com
Website: www.cnmainsurance.com
Products: Critical Illness, Guaranteed Issue Life, Disability (Group, Individual), International Major Medical, Travel Insurance
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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: Cafeteria Plans; Chiropractic; Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, Medicare Part D, Medicare supplement, payroll, prescription drug card, self-funded, short-term major medical); Life (group term, term, universal life, whole life); Medicare Part D; Payroll; Vision; Worksite Marketing
Serving: Sacramento & Bay Area, N. CA
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COASTAL FINANCIAL PARTNERS GROUP
Contact: Jerry Vandezanden
Contact: Gary Schulte
Contact: Brad Etheridge
9665 Wilshire Blvd., Ste 430
Beverly Hills, CA  90212
310-788-3805
Fax: 310-788-3997
Email: jerry@coastalfpg.com
Email: gary@coastalfpg.com
email: brad@Coastalfpg.com
Website: www.coastalfinancialpartnersgroup.com
Products: Annuities (ind., group contacts, variable); Cafeteria Plans; Critical Illness; Dental (group); Disability (ind. group); Financial Planning; Health (group); 401(k); Life (group term, guaranteed issue, policy exchange, special risk, survivor, term, universal, variable, whole); LTC; Prescription Drug Card; Pension/Profit Sharing; Vision; Worksite Marketing
Service Area: offices in CA with Service Nationwide.
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CORY STEPANEK CLTC (GENWORTH FINANCIAL)
SUNCOAST OFFICE
Contact: CORY STEPANEK
2888 Loker Ave. East,  Suite 216
Carlsbad, CA 92010
(760) 752-1935
Fax: (760) 481-3270
email: cstepanek@genworthltc.com
Website: www.genworth.com/suncoast
Products: Annuities (fixed); Life; Long Term Care
Serving: Nationwide
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CPS INSURANCE SERVICES
Contact: Raymond McMannis – VP of Sales
4400 MacArthur Blvd. 8th Floor
Newport Beach, CA 92660
(949) 225-7101
(800) 326-LIFE
Fax: (949) 225-7101
email: rmcmannis@cpsinsurance.com
Website: www.cpsinsurance.comCPS SACRAMENTO/LONG INSURANCE SERVICES
Contact: David Long
1610 Arden Way, Ste. 135
Sacramento, CA 95815
(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
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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
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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, special risk, survivor, term, universal life, whole life, secondary market for life insurance)
Serving: Nationwide
––––––––––
CYPRESS DENTAL AND VISION
Contact: Amy L. Yates
7510 Shoreline Dr. , Ste. A-1
Stockton, CA 95219
(800) 350-3989 Fax: (209) 478-5614
email: marketing@cypressadmin.com
Website: www.cypressadmin.com
Products: Dental (group, ind.); Vision (group)
––––––––––
DAVID W. WHITE & ASSOCIATES
Contact: Donald L. Thomas
3150 Crow Canyon Place, Ste. 200
San Ramon, CA 94583
(925) 277-2663 Fax: (925) 277-2601
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 & ASSOCIATES
Contact: W. Ron Barnett, Kym Hopwood
P.O. Box 12675, Oakland, CA 94604
(510) 465-3090 Fax: (510) 452-2193
email: rbarnett@insdra.com
email: khopwood@insdra.com
Website: www.dealeyrenton.com
Products: Cafeteria Plans; Chiropractic; Dental (group); Disability (ind., group); Health (ind., group); Life (group term, term, universal life); LTC; Pension (pension plans/profit sharing, 401[k]); Vision
Serving: CA
––––––––––
DI BROKER
Contact: Southern CA – Paul Sitar
5318 E.  2nd Street, Suite 686
Long Beach, CA 90803
Contact: Northern CA – Iain MacDonald
145 Corte Madera Town Center, Ste. 140
Corte Madera, CA 94925
(877) 636-2112
Fax: (866) 434-2757
email: paul.sitar@dibrokerwest.com
email: iain.macdonald@dibrokerwest.com
Website: www.dibrokerwest.com
Products: Critical Illness; Disability (Ind.); LTC
Serving: Nationwide
––––––––––

DI & LTC INSURANCE SERVICES
Contact: Jack B. Schmitz
4302 Redwood Hwy, Suite 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
––––––––––
DickersonLogo

DICKERSON EMPLOYEE BENEFITS INSURANCE SERVICES Authorized General Agent
Benefits Consulting, Property & Casualty
Contact: James Travis, VP Sales
1918 Riverside Dr. Los Angeles, CA 90039
(800) 457-6116
Fax: (323) 417-3131
email: jtravis@dickerson-group.com
www.TheBrokersGA.com
Products: Acupuncture; Cafeteria Plans/Sec. 125; Cancer; Chiropractic; Consult a Doctor; Dental (ind., group); Disability (group); Health (ind., group – small, mid & large, integrated plans, Medicare supplement, short-term major medical); HRConnect; Life (group-term, term); LTD; STD; Payroll; PEO; Vision (ind., group); Workers’ Comp.; Voluntary Benefits; Alternative Funding; 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.
Contact: Tom Mayer
325 Cedar Street, Ste. 800
St. Paul, MN 55101
(651) 649-3503
(800) 620-5010
Cell: (612) 708-8448
Fax: (651) 649-3502
email: tom@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
(619) 284-8444
(800) 898-9641
Fax: (619) 325-8444
email: quotes@diservices.com
Website: www.DIServices.com
Products: Disability (ind.)
Serving: Nationwide
––––––––––
DISABILITY INSURANCE RESOURCE CENTER
Contact: Larry Schneider
P.O. Box 21243
Albuquerque, NM 87154
(505) 299-5566
(800) 551-6211
Fax: (505) 299-7788
email: info@di-resource-center.com
Website: www.di-resource-center.com
Products: Disability (group, ind.); Denied Claims; Expert Witness Consultant (hard-to-place, declined)
Serving: Nationwide
––––––––––
DUNHILL MARKETING &
INSURANCE SERVICES INC.
2341 5th Ave.
San Diego, CA 92101
(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; 401(k); 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, life settlements); LTC; Pension Plans
Serving: Nationwide
––––––––––
EASY INSURANCE
MARKETING INC.
Contact: Connie Zarkowski/
Greg Halloran
4333 Park Terrace Dr. #120
Westlake Village, CA 91361
(805) 379-0590 ext. 4
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
––––––––––
EDWARDS-GLICK INSURANCE MARKETING
Contact: Edward Glick
23530 Lull St.
West Hills, CA 91304
(818) 996-9696
Fax: (818) 888-3033
email: edglick@eginsurance.net
Website: www.eginsurance.net
Products: Critical Illness, dental (ind.), Health (ind, medicare supplement, short-term major medical), Life (term, policy exchange, survivor, universal life, whole life), LTC
Serving: CA
––––––––––
E PRO INSURANCE AGENCY, LLC
PERSONALIZED RETIREMENT OPTIONS
Contact: Erica L. Salda. CSA, CAS
463 Los Feliz Dr.
Santa Barbara, CA 93110
(805) 679-3776
FAX: (805) 679-3776
email: erica@EPROinsuranceagency.com
website: www.eproinsuranceagency.com
Products: Annuities (group, individual); Disability; Health (group, individual, medicare bridge, medicare supplement, short term major medical); Life (charitable giving programs, group term, individual term, guaranteed issue, premium finance ind., secondary market for life, second to die, single premium whole life, universal, whole life); Long Term Care; Prescription Drug Card
Serving: Nationwide
––––––––––
EQUOTE
Contact: Richard Wira
2731 Shelter Island Dr., Ste. A
San Diego, CA 92106
(619) 222-7212
(800) 354-1666
Fax: (619) 221-8545
email: staff@equote.com
Website: www.equote.com
Products: : AD&D; Annuities (group, ind.); Critical Illness; Disability (group, ind.); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, secondary market for life, single premium whole life, special risk, survivor, term, universal life, whole life); Pension (401[k]); LTC
Serving: Nationwide
––––––––––
FAIRLANE FINANCIAL CORP.
Contact: Marketing
1200 S. Pine Island Rd., Ste. 100
Ft. Lauderdale, FL 33324
(800) 327-1460
Fax: (954) 476-0051
email: info@888fairlane.com
Website: www.888fairlane.com
Products: Annuities (ind.)
Serving: Nationwide
––––––––––
FELDMANN INSURANCE AGENCY
Contact: Maureen Feldmann
72855 Fred Waring Drive, #C15
Palm Desert, CA 92260
(760) 346-6565
Fax: (760) 346-4727
email: mfeldmann@dc.rr.com
Products: Advantage Plans; LTC; Medicare Supplements; Individual Health; Part D Prescription Plans
Serving: Riverside County
––––––––––
FINANCIAL GRADE SENIOR CONSULTANTS
Contact: Pete Blasi
225 Broadway #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 PLANNERS
Contact: Thomas I. White, CLU
14603 Beach Blvd., Ste. 3000
Jacksonville, FL 32250
(904) 247-5515
email: tiw28@clearwire.net
Products: Life (guaranteed issue, single premium whole life, special risk, non-med term); The only source covering foreign travelers to war zones.
Serving: Nationwide
——————
FINANCIAL PROFESSIONALS GROUP
Contact: William T. Wright
26501 Rancho Parkway South # 102
Lake Forest, CA 92630
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@hipi999.com
Website: www.healthinsuranceplaninfo.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.
Contact: Susan J. Edwards, CLU, ChFC
2221 Camino Del Rio South, Ste. 305
San Diego, CA 92108
(858) 320-9941 Cell: (619) 392-3315
Fax: (858) 320-9945
email: sue@firstresourceins.com
Products: Annuities (ind.); Disability (ind.); Life (ind., estate/trust, executive, 1035 policy exchange, universal, term, whole life); LTC (Traditional and linked benefits)
––––––––––
FLEMINGS INSURANCE SERVICES
Contact: Hal L. Flemings
3198 Willow Tree Lane
Escondido, CA 92027
(760) 690-2167  (800) 310-8228
Fax: (760) 690-2173
email: halflemings1@juno.com
Website: www.flemingsinsurance.com
Products: AD&D; Annuities (ind., group); Cafeteria Plans; Cancer; Chiropractic; Critical Illness; Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, integrated plans, international major medical, Medicare bridge, Medicare supplement, self-funded, short-term major medical); Life (group term, guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal); LTC; Pension (pension plan/profit sharing, 401[k]); Vision; 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
(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
––––––––––
FLYNN ASSOCIATES INSURANCE MARKETING INC.
Contact: George Cox
21600 Oxnard St., Ste. 650
Woodland Hills, CA 91367-5069
(818) 854-3003  (800) 473-5966
Fax: (818) 737-9103
LTC Hdqtrs: (818) 854-3034
Fax: (818) 854-3100
email: gcox@flynnassociates.com
Website: www.flynnassociates.com
Products: Annuities (ind.); Critical Illness; Disability (ind.); Health (international major medical); Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, life settlements); LTC; Specialty Markets.
Serving: Nationwide
––––––––––
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.
––––––––––
GENERAL AGENCY INSURANCE DEVELOPMENT SERVICES (GAIDS)
8901 W. Olympic Blvd.
Beverly Hills, CA 90211
(310) 657-0100
(800) 695-4424
Fax: (310) 652-0305
email: insure@gaids.com
Website: www.gaids.com
Products: Cancer Insurance; Critical Illness; Health (group, ind., HSA, Medicare bridge, Medicare Part D RX, Medicare supplement, international major medical, short-term major medical); Life (group term, term); LTC
Serving: CA, AZ & NV
––––––––––
GEO BLUE
Contact: Cristina Picardi
One Radnor Corporate Center, Ste. 100
Radnor, PA 19087
(619) 688-1160
(855) 484-2583
Mobile: (619) 993-4565
Fax: (610) 293-3529
email: cpicardi@geo-blue.com
Website: www.geobluetravelinsurance.com
Products: Health (group, ind., int. major medical)
Serving: Nationwide
––––––––––
GORDON GLADSTONE ASSOCIATES
Contact: Gordon Gladstone
18401 Burbank Blvd., Ste 225
Tarzana, CA 91356
(818) 342-9400
Fax: (818) 342-8488
email: jgladstone@earthlink.net
Products: Critical Illness; health (ind, group), disability (ind, group), LTC, Life (term, universal), LTC
Serving: CA
––––––––––
GROUP BENEFITS INC.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 380-5812
(800) 242-1120
Fax: (213) 383-0126
email: gsilverstein@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
Serving: Nationwide
––––––––––
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
Contact: Thomas, J. Hartfield
2731 Erringer Road Ste. 90
Simi Valley, CA 93065
(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
P.O. Box 1487
Lafayette, CA 94549-1487
3688 Mount Diablo Blvd.
Lafayette, CA 94549
(925) 283-7310
(800) 303-7310
Fax: (925) 283-4768
email: jeffm@hdmooers.com
Website: www.hdmooers.com
Products: Annuities (ind.); Life (special risk, term, survivor)
Serving: Nationwide
––––––––––
HEALTHCARE PRODUCERS INC.
Contact: John Enright
3312 30th Street
San Diego, CA 92104
(619) 342-7200 ext. 2
email: john@healthcareproducers.com
Website: www.healthcareproducers.com
Products: Critical Illness; Health (group, ind.)
Serving: AZ, CA, NV
––––––––––
HEALTHINSURANCE.COM INC.
Contact: Avery Smith
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 437-7217
(310) 390-1000 ext. 217
(800) 366-5656
Fax: (310) 390-3158
email: as@Kelsey.com
Website: www.HealthInsurance.com
Products: Health (small business, ind.)
Serving: 47 States
––––––––––
HIGHLAND CAPITAL BROKERAGE
Contact: David R. Braun, CLU
865 South Figueroa Street, Ste. 3150
Los Angeles, CA  90017
(800) 326-8151
(213) 417-4500
Fax: (213) 381-8176
Email: dbraun@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
––––––––––
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
––––––––––
INNOVATIVE SOLUTIONS INSURANCE SERVICES LLC.
Contact: Lisa DiBugnara
200 N. Sepulveda Blvd., #900
El Segundo, CA 90245
(310) 851-8222 ext. 5198
(800) 551-8289
Fax: (310) 851-8211
email: ldibugnara@isislife.com
Website: www.isislife.com
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
––––––––––
INTEGRATED PLANNING SOLUTIONS
Contact: Michael L. Sandfrey
Contact: Tammy Miledi
16654 Soledad Canyon Road, Ste. 294
Canyon Country, CA 91387
(661) 251-6992
(888) 371-1119
Fax: (661) 251-6914
email: msandfrey@ipsfinancial.com
email: tammy@ipsfinancial.com
Products: Disability (ind.)
Serving: AZ, CA, NV
––––––––––
ITG WORLDWIDE INSURANCE AGENCY
Contact: Stacy Wheeler
Contact: Scott Maras
500 Professional Center Dr., Ste. 515
Novato, CA 94947
(877) 598-8646
Fax: (415) 373-0786
email: stacyw@itgworldwide.com
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
––––––––––
JACK VAN ROSSUM
Contact: Jack Van Rossum
23 Garden Park Dr.
Chico, CA 95973
(530) 342-6915
Fax: (530) 342-6812
email: jrossum@sbcglobal.net
Products: Financial Planning
––––––––––
JASONSELLSINSURANCE
Contact: Jason Shroot
5009 Newport Ave.
Newport Beach, CA 92660
(714) 988-3325
Fax: (949) 502-3292
email:
jason@diversifiedinsurancequotes.com
Website: www.jasonsellsinsurance.com
Products: Dental (group, Ind.); Disability (Group, Ind); Annuities (Ind, group, var.); Pension (401k); Health (group, ind.); Financial Planning, Life Insurance (Group Term, Single Premium, Term, Universal, Variable, Whole life, Life Settlements); LTC, Worksite Marketing, Workers’ Comp.
Serving: CA
––––––––––
JENKINS INSURANCE SERVICES
Contact: John Connell
P.O. Box 5668
Concord, CA 94524
(925) 822-9127 (800) 234-6363
Fax: (925) 609-5320
email: jconnell@jenkinsinsgroup.com
Website: www.jenkinsinsgroup.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
––––––––––
J.K. INSURANCE MARKETING INC.
Contact: Gary H. Johnson
1042 W. Hedding St., Ste. 241
P.O. Box 28100
San Jose, CA 95126
(408) 246-2701 (800) 221-7998
Fax: (408) 246-2733
email: ghjohnson@jkinsurance.com
Products: Annuities (ind.); Disability ( ind .); Life (survivor, term, universal life, whole life); LTC
Serving: Western US
––––––––––
JLS F.I.R.M. INC.
Contact: Jeffrey Scheibner
28562 Oso Pkwy., D-526
Rancho Santa Margarita, CA 92688
(949) 481-4671 Fax (949) 481-4674
email: jlsfirm@cox.net
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 FINANCIAL NETWORK
Contact: Fred Johnson
2401 E. Katella Ave., Ste. 650
Anaheim, CA 92606
(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: California
––––––––––
JONES ASSOCIATES FINANCIAL & INS. SVS. INC.
Contact: Douglas Jones
Contact: Melissa Shaw
26477 Rancho Parkway South
Lake Forest, CA 92630
(949) 699-1660
(800) 729-6344
Fax: (949) 699-1069
email: doug@jonesfinancial.com
Website: www.jonesfinancial.com
Products: Annuities (ind., variable, group contract); Disability (ind.); Financial Planning; Life (special risk, survivor, term, universal life, variable, whole life); LTC; Pension (pension plans/profit sharing, 401[k])
Serving: Nationwide
––––––––––
KNIGHT & ASSOCIATES
Contact: John H. Knight
10636 Scripps Summit Court, Ste. 112
San Diego, CA 92131
(858) 271-1511
email: jknight@sagepointadvisor.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: kfis@kouzfinancial.com
email: gkouzmanoff@kouzfinancial.com
Website: www.kouzfinancial.com
Products: Disability (ind.); LTC
Serving: Nationwide
––––––––––
LANDMARK SENIOR RESOURCES INSURANCE SERVICE, INC.
Contact: Elaine Brett
5339 Prospect Road, #419
San Jose, CA 95129
(408) 866-2655
Fax: (408) 866-7010
email: landmarkgroup@earthlink.net
website:
www.landmarkseniorresources.com
Products: Annuities, Life Insurance, Long Term Care Insurance
Serving: Nationwide
––––––––––
LARRY A. MEDEIROS FINANCIAL & INSURANCE SERVICES, INC.
Contact: Nancy Kyker
2280 Sunrise Blvd., Ste. 142
Rancho Cordova, CA 95742
(800) 748-5538
Fax: (916) 473-7151
email: lm.financial@comcast.net
email: nancy.kyker@comcast.net
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: Margaret LeClair
6701 Upper Afton Rd.
St. Paul, MN 55125
(651) 739-2010
(877) 532-5247
Fax:(651) 739-3265
email: ml@leclairinsurance.com
Website: www.leclairinsurance.com
Products: Annuities (ind.); Cancer, Critical Illness; Dental (ind., group); Disability (ind., group); Health (ind., group, HSAs, Medicare supplement, short-term major medical); Life (special risk, term, universal life, whole life); LTC
Serving: Nationwide
––––––––––
LEGACY INSURANCE SERVICES
Contact: Rick Andersen
17310 Wright St., Ste. 200
Omaha, NE 68130
(402) 493-3007
(800) 493-3007
Fax: (402) 493-3507
email: lis@legacyins.com
Website: www.legacyins.com
Products: Annuities (ind.); Life ( single premium whole life, survivor, term, universal life, whole life).
Serving: Nationwide
––––––––––
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
email: lwtbrokerage@lwtagency.com
Website: www.lwtagency.com
Products: Annuities (ind., group, variable); Pension (401[k]); Life (charitable, group term, guaranteed issue, policy exchange, survivor, term, universal, variable, life settlements); LTC
Serving: Nationwide
––––––––––
LGR INSURANCE GROUP
Five Rings Financial
LTCi Planners/Specialists
Contact: Gay Rowan, CSA, CLTC
2647 Gateway Rd. #105-600
Carlsbad, CA 92009
(888) 995-8376
(760) 944-6380
Cell: (760) 420-1533
Fax: (760) 632-1533
email: gayrowan@lggroupltci.com
Website: www.lgrgroupltci.com
Products: LTC; Life; Annuities
Serving: CA
––––––––––
LIFE INSURANCE SETTLEMENTS, INC.
1500 West Cypress Creek Rd., Ste. 408
Fort Lauderdale, FL 33309
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
email: Oleg@lisettlements.com
Website: www.lisettlements.com
Products: Free Policy Appraisal; Free E&O Coverage; Marketing & Compliance Available; Secondary Market for Life Insurance; Nationwide Assistance Available 24/7
Serving: Nationwide
––––––––––
LIFEPRO FINANCIAL SERVICES, INC.
Contact: Ben Nevejans
11452 El Camino Real, Ste. 401
San Diego, CA 92130
(888) 543-3776  Fax: (858) 259-1742
email: info@lifepro.com
Website: www.lifepro.com
Products: Annuities (indexed, fixed, ind., group, variable); Life (group term, guaranteed issue, single premium whole life, special risk, survivor, term, universal life, variable, indexed UL, whole life); LTC
Serving: Nationwide
––––––––––
LISI, The Best In Broker Sales Solutions – San Mateo
Contact: Gary Myers, Desare’ Kallingal, Sandra Bealu, Shannon Carboni, Yuri Inda, Kevin Duffy
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
866-570-LISI (5474)
Fax: 800-336-4465
email: hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: Acupuncture; Chiropractic, COBRA Compliance; Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: N. CA/Bay Area, Monterey and Santa Cruz.
––––––––––
LISI, The Best In Broker Sales Solutions – Sacramento
Contact: Darla Oliver, Ryan Esway
Panthia Smith
11050 Olson Drive, Ste. 220
Rancho Cordova, CA 95670
866-570-LISI (5474)
Fax: 800-514-5474
email: hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: Acupuncture; Chiropractic; COBRA Compliance; Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: Sacramento/North Bay.
––––––––––
LISI, The Best In Broker Sales Solutions – Fresno
Contact: Espy Turley, Peter Mehta,
Jill White
30 River Park Place West #100
Fresno, CA 93720
866-570-LISI (5474)
Fax: 800-809-6168
email: Hweiler@lisibroker.com
Web site: www.lisibroker.com
Products: Acupuncture; Chiropractic; COBRA Compliance; Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: Fresno County and Bakersfield.
––––––––––
LISI, The Best In Broker Sales Solutions – Los Angeles
Contact: Frank Estrada, Jason Herbison, LaMonte Howard, Raquel Lima, Brett Murray, Scott Skratulia, Keith Naud, Raquel Lima
15400 Sherman Way, Ste. 230
Van Nuys, CA 91406
866-570-LISI (5474)
Fax: 800-624-1131
email: kdoyle@lisibroker.com
Web site: www.lisibroker.com
Products: Acupuncture; Chiropractic; COBRA Compliance; Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: Los Angeles, Ventura County, Santa Barbara and San Luis Obispo.
––––––––––
LISI, The Best In Broker Sales Solutions – Orange
Contact: Dan Galietto, Jeff Hoss,
Laurie Wolbart, Michele Isaly, Eric Tapia,
2677 N. Main St., Ste. 350
Santa Ana, CA 92705
866-570-LISI (5474)
Fax: 888-567-5598
email: Kdoyle@lisibroker.com
Web site: www.lisibroker.com
Products: Acupuncture; Chiropractic; COBRA Compliance; Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: Orange County & Inland Empire.
––––––––––
LISI, The Best In Broker Sales Solutions – San Diego
Contact: Alonso Contreras, Christina Diamantis, Susan Tomes, Angela Shrove
3838 Camino Del Rio North, Ste. 310,
San Diego, CA 92108
866-570-LISI (5474)
Fax: 800-603-1992
email: Kdoyle@lisibroker.com
Web site: www.lisibroker.com
Products: Acupuncture; Chiropractic; COBRA Compliance; Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Worker’s 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
3625 Thousand Oaks Blvd., #275
Westlake Village, CA 91362
(805) 373-0617
Outside CA: (888) 387-8694
Fax: (805) 379-0727
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., #200
P.O. Box 1940
Morristown, NJ 07962-1940
(973) 539-3232
(888) 539-3232
Fax: (973) 539-3737
email: rraven@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
––––––––––
M&O MARKETING
4000 Town Center, 11th Flr.
Southfield, MI 48075
(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 ADMINSTRATION, INC.
Contact: Laura Genzer
15974 N. 77th St., Ste. 102
Scottsdale, AZ 85260
(800) 800-6543
Fax: (480) 776-5050
email: lgenzer@mbaadmin.com
Website: www.mbaadmin.com
Products: Dental (ind.); Health (group); Life (guaranteed issue)
Serving: Nationwide
––––––––––
MHN, INC.
Contact: Jude Honne
2370 Kerner Blvd.
San Rafael, CA 94901
(415) 460-8052
Fax: (415) 257-1456
email: judith.x.honne@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 MARKETING 
5712 I-55 N. Frontage Rd.
Jackson, MS 39211
(877) 759-5728
Fax: (601) 956-1702
email: marketing@morganwhite.com
Website: www.mwgdental.com
Website: www.mwgvision.com
Website: www.premiumsaverplan.com
Products: Dental (group, ind.); Premium Saver Plan; Medical Gap Plans; Vision
Serving: Nationwide
––––––––––
MYERS-STEVENS-MELLO, INC.
4555 Mattos Dr.
Fremont, CA 94536
(510) 894-4330
(877) 741-4843
Fax: (510) 894-4147
email: info@insurancemsm.com
Website: www.insurancemsm.com
Products: AD&D, Cafeteria Plans; Chiropractic; Dental (group, ind.); Disability (ind., group); Health (ind., integrated plans, HSA, Medicare supplement, short-term major medical); Life (term); LTC; Pension [401(k)]; Vision
Serving: CA
––––––––––
NATIONAL INSURANCE MARKETING CORP.
Contact: Kenneth B. Brunetta
3600 American River Dr., Ste. 240
Sacramento, CA 95864
(800) 274-7845
(916) 974-7845
Fax: (916) 974-7613
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, survivor, term, universal life, whole life); Pension (pension plans/profit sharing)
Serving: Nationwide except NY
––––––––––
NEW GENERATION INSURANCE MARKETING
Contact: Tony Cravitz, Andy Weinstein
28073 Smyth Dr., Valencia, CA 91344
(888) 920-1770 Ext. 1231
email: tcravitz@newgenlife.com
Website: www.newgenlife.com
Products: Annuities (ind.); Critical Illness, Disability (ind.); Life (group term, guaranteed issue, single premium whole life, special risk, survivor, term, UL Ind., whole life); LTC
Serving: Nationwide
––––––––––
NICHE MARKET SOLUTIONS
Contact: M. K. Carroll
(302) 945-6906 Fax: (206) 350-4550
email: mcarroll19@verizon.net
Products/Services: Annuities; Critical Illness; Disability; Life
Serving: Nationwide
———————
NFP D/A FINANCIAL
Contact: John A. Hohman
3470 Mt. Diablo Blvd., Suite A100
Lafaette, CA 94540
(925) 297-6155 Fax: (925) 254-9652
email:dafginfo@nfp.com
Website: www.dafg.com
Products: Annuities (ind.); Dental (ind., group); Disability (ind., group); Health (group, individual); Life (charitable-giving programs, group term, term, universal life, whole life, variable)
Serving: CA
––––––––––
NORTHSTAR NETWORK INSURANCE AGENCY, INC.
Contact: Marc Weisman,
Louis Brownstone
5737 Kanan Rd. #293
Agoura Hills, CA 91301
(800) 303-1527
Fax: (650) 692-5204
email: marcw91377@aol.com
email: louis@cltcinsurance.com
Website: www.californialongtermcare.com
S.CA Office:
6335 Deerbrook Road
Oak Park, CA 91377
(818) 991-1995
Products: LTC
Serving: Nationwide
––––––––––
OC LIFE INSURANCE AGENCY INC.
Contact: Dan Love
P.O. Box 3545
Mission Viejo, CA 92690
(949) 716-7051
(800) 564-3309 Fax: (949) 916-6475
email: dan@OCLifeinsurance.com
Website: www.OCLifeinsurance.com
Products: Life (special risk, term, universal, whole)
Serving: Nationwide
––––––––––
OVERSEAS TRAVEL INSURANCE SERVICES
Contact: LeAnne Lary
(805) 531-9200 (866) 684-7123
Fax: (805) 531-1161
email: info@otis123.com
email: leanne@otis123.com
Website: www.otis123.com
Website: www.overseastravelinsuranceservices.com
Products: Immigration Insurance; Insurance to obtain VISAS; International Major Medical; Missionary Insurance; Mission Trips Individual Holiday/Trip cancellation Insurance;  Short Term Major Medical (immediate ID cards); Student Travel Insurance; Worldwide Travel Medical Insurance Groups/Associations
Service Area: Nationwide and International
––––––––––
PARADIGM INSURANCE MARKETING
Contact: Paul D. Kaplan
31255 Cedar Valley Dr. , Ste. 311
Westlake Village CA 91362
(818) 380-0034
(800) 822-7251
Fax: (818) 706-0203
email: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Disability; 419(e) single employer retirement benefit plans
Long Term Care;  Life (special risk, survivor, term, universal life);
––––––––––
PENN MUTUAL LIFE INSURANCE CO. 
Contact: Ron Bertke
18375 Ventura Blvd.,#650
Tarzana, CA 91356
(818) 207-3930
Fax: (310) 861-1435
Email: rbertke@htk.com
Products: Life, Annuities
––––––––––
PERRY FINANCIAL NETWORK INC.
Contact: Jeff Perry & Mike Taylor
13405 Folsom Blvd., Ste. 400
Folsom, CA 95630
(877) 475-5244
Fax: (916) 293-0101
email: jeff@perryfinancial.net
email: mike@perryfinancial.net
Website: www.perryfn.com
Products: Annuities (ind., variable); Life (term, universal life, survivor, variable, whole life); LTC
Serving: Western U.S.
––––––––––
PETERSEN INTERNATIONAL UNDERWRITERS
Contact: 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; Health (international major medical, Medicare bridge); Life (special risk)
Serving: Nationwide & International
––––––––––
PETER TRUMMER INSURANCE
Contact: Peter Trummer
10075 W. River Street, #201
Truckee, CA 96160
(530) 587-8900
Fax: (530) 587-8883
email: ptrummer@sierra.net
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
––––––––––
PLANNED INSURANCE SERVICES
Contact: Robert Kasse
6021 Mossbank Drive
Rancho Palos Verdes, CA 90275-2114
(310) 375-0169
Fax: (310) 375-2319
email: robertkasse@cox.net
Products: Annuities (ind., variable); Disability (ind.); Financial Planning; Health (ind., group, self-funded); Life (term, universal life, variable); Pension [401(k)], Medicare Supplements; LTC
Serving: S. CA
––––––––––
PONTRELLI, TIMOUR & ASSOCIATES
Contact: Chris Pontrelli Jr., Raphy Timour
1039 Hope St.
Pasadena, CA 91030
(626) 795-4138 ext. 250 Chris
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, CEO
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12
Cell (714) 904-7850
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
––––––––––
PRB INSURANCE AND FINANCIAL SERVICES
Contact: Thomas O. Michel
1990 S. Bundy Drive, Ste 410
Los Angeles, CA  90025-1448
(310) 909-1746
Fax: (424) 248-2461
email: info@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.
––––––––––
THE PRODUCERS GROUP
36 Discovery, Suite 100
Irvine, CA 92618
(888) 553-6093
(949) 268-1777
Fax: (949) 362-3353
Website: www.thepg.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal, variable, whole life, premium finance); LTC ( ind.); Disability, DI
Serving: Nationwide
––––––––––
THE PRODUCERS GROUP
Contact: Eric Freundt
9171 Towne Centre Drive, Suite 200
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
——————-
R. B. TWOGOOD INSURANCE SERVICES
Contact: Tracy Navarro
5520 Wellesley St., Ste. 105
La Mesa, CA 91942
(619) 668-9199
(800) 266-9199
Fax: (619) 668-9260
email: tnavarro@twogoodinsurance.com
Products: Universal and term Life, fixed annuities
Serving: CA
––––––––––
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_rob@yahoo.com
Website: www.rhaccounting4u.com
Products: Cafeteria Plans; COBRA; Dental (group, ind.); Disability (group, ind.); Health (group, HSA, ind., Medicare supplement); Life (guaranteed issue, single premium whole life, term, universal life, whole life); LTC; Vision; Workers’ Comp
Serving: CA
––––––––––

ROGERS BENEFIT GROUP
Contact: Dave Di Maria, Susan Diaz
130 N. Brand Blvd., Ste. 310
Glendale, CA 91203
(818) 502-3800 ext. 11
(800) 654-3050 Fax: (818) 502-2170
email: losangeles@rogersbenefit.com
Website: www.rogersbenefit.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 Purcell, Craig Gandy
6540 Lonetree Blvd., Ste. 100
Rocklin, CA 95765
(916) 960-0400  (866) 405-2790
Fax: (916) 960-0420
email: sacramento@rogersbenefit.com
Website: www.sacramento.rogersbenefit.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.rogersbenefit.com
(408) 268-9700  (877) 724-4671
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
703 Palomar Airport Rd, Ste. 330
Carlsbad, CA 92011
(760) 603-8100  (800) 872-0459
Fax: (877) 508-7255
email: dennis@rbgsocal.com
email: rgbsocal@rogersbenefit.com
email: melissa@rbgsocal.com
Website: www.rbgsocal.com
Products: Dental (group); Health (group)
Serving: San Diego, Orange, Riverside, San Bernardino, Imperial Counties
––––––––––
RxREINS
Contact: Crystal Williams
P.O. Box 2284
Palm Springs, CA 92263-2284
(888)- RxReins
Fax: (760) 262-3178
email: cwilliams@rxreins.com
Website: www.rxreins.com
Products: Dental (group); Prescription Drug Card; Vision
Serving: Nationwide
––––––––––
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: Annuities; California Partnership; Charitable Remainder Trust; CRTs; Deferred Sales Trusts; Life Insurance Trust; Life Settlements; LTC; IRA (Roth, Sep, Simple)
Serving: Nationwide
––––––––––
SENIOR MARKET SALES, INC.
Contact: Dan Trumblee
8420 W. Dodge Rd., 5th Floor
Omaha, NE 68114
(402) 343-3689
(800) 786-5566 ext. 3689
Fax: (402) 343-9920
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
––––––––––
SHEPLER & FEAR
GENERAL AGENCY
Contact: Rob Shepler/Dave Fear, Sr.
2140 Professional Dr., Ste. 150
Roseville, CA 95661
(916) 960-0131
(877) 361-7342
Fax: (888-) 360-7342
Email: robshepler@sheplerfear.com
Email: davefear@sheplerfear.com
Website: www.sheplerfear.com
Products: Fully Insured small and large group Medical, Dental, Vision, Life/AD&D and Disability; Self Funded small and large group Medical, Dental, Vision coverage, Telemedicine, Wellness, Health Insurance Exchanges
Serving: CA
————–
SMEETON GROUP: RETIREMENT SOLUTIONS
Contact: Bob Smeeton
2219 E. Thousand Oaks Blvd., Ste. 384
Thousand Oaks, CA 91362
(866) 606-6614  Fax: (936) 273-5072
email: bob.smeeton@yahoo.com
Products: Annuities (Ind.); Financial Planning; Life (Group Term, Guaranteed Issue, Single Premium, Special Risk, Survivor, Term, Universal, Variable, Whole Life, Life Settlements); LTC
Serving: CA
––––––––––
SOUTHWESTERN FINANCIAL NETWORK ESI
Contact: John Andraos
505 N. Brand Ave., Ste. 850
Glendale, CA 91203
(818) 551-6600  Fax: 818-551-6615
email: andraos_john@nlvmail.com
Website: www.nlvmail.com
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
5699 Kanan Rd., #367
Aguora Hills, CA 91301
(818) 706-1100 Fax: (818) 889-1593
email: sdiins@aol.com
Website: www.sdiins.com
Products: Life Insurance, LTC
Serving: CA
––––––––––
STEVE SHORR INSURANCE
Contact: Steve Shorr
1027 W. 11th Street, Ste. 3
San Pedro, CA 90731-3558
(310) 519-1335 Fax: (310) 519-1359
Email: steve@steveshorr.com
Website: www.SteveShorr.com
Products: Health (ind., group); Disability (ind.); Life (ind .); Medicare Supplement
Serving: CA
––––––––––
STREAMLINE BENEFITS
Contact: Michael J. McCormick CLU, FLMI
29811 Santa Margarita Pkwy., Ste. 100
Rancho Santa Margarita, CA 92688
(949) 452-9201  Fax: (949) 452-9209
Email: benecom@att.net
Products: Worksite Marketing and Enrollment Services, AD&D, Section 125, Cafeteria Plans, Critical Illness; Disability Income Protection; HSAs; Life (group term guaranteed issue, universal life term, indexed UL); Long Term Care; Prescription Drug Card; Dental; Vision; Medical Bridge and Hospital confinement; Pet Insurance
––––––––––
SYMETRA LIFE INSURANCE COMPANY
Contact: Symetra Sales Support
777 108th Ave. NE, Ste. 1200
Bellevue, WA 98004-5135
(800) 706-0700  (800) SYMETRA
email: invest@symetra.com
Website: www.symetra.com
Products: Annuities (individual); Disability (Group); Health (group, limited benefit medical, medical stop loss); Life (group, single premium, term, universal).
Serving: Nationwide; state availability varies by product
––––––––––
TAX & 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
2001 East 4th Street, Ste. 120
Santa Ana, CA  92705
(714) 978-6300  Fax: (805) 512-7840
Email: Gus@TeamAlvarez.net
Products: All aspects of Medicare, Dental (Group, Ind.); Health (Group, Ind., Medical Supplement, Short Term Major Med), Life (guaranteed issue, group term, single premium whole life, special risk, survivor, term, and universal life), LTC
Serving: AZ, CA
––––––––––
TED ANDERSON INSURANCE
Contact: Ted Anderson
830 Orange Ave., Ste. J
Coronado, CA 92118
(619) 435-3636
Fax: (619) 435-3010
email: tedandersoninsurance@gmail.com
Website: tedandersoninsurance.com
Products: Annuities (ind.); Dental (ind.,group); Disability (ind., group); Health (ind., group, HSA, international travel plans, Medicare bridge, Medicare supplement, short-term major medical); Life (guaranteed issue, group term, single premium whole life, special risk, survivor, term, universal life); LTC, Vision
Serving: CA
––––––––––
THOMSON INSURANCE BROKERS/RTIB, INC.
Contact: Rich Thomson
P.O. Box 18283
S. Lake Tahoe, CA 96151
(530) 541-8511 Fax: (530) 541-6832
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: N. CA & Northern NV
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TOTAL FINANCIAL
& INSURANCE SERVICES
Contact: Ronald Bielefelt,
11835 W. Olympic Blvd., Ste. 600 E.
Los Angeles, CA 90064
(310) 477-7500
(800) 989-7500
Fax: (310) 575-3912
email: rbielefelt@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
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TRIAD FINANCIAL INSURANCE MARKETING INC.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 383-4108
(800) 392-9977
Fax: (213) 383-0126
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; 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
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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
email: info@triflexcorp.com
Website: www.triflexcorp.com
Products: Acupuncture, AD&D, Cancer, Cafeteria Plans, Chiropractic, Critical Illness, Disability (ind., group), COBRA, Worksite Marketing
Serving: AZ, CA, NV, OR, TX, , UT, WA
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TRIPLECHOICEPLAN DENTAL
Contact: Will Magtoto, Vice President of Marketing
1964 Westwood Blvd., Ste. #120
Los Angeles, CA 90025
(310) 470-2343 ext. 150
Fax: (310) 441-5660
email: wMagtoto@triplechoiceplan.com
Website: www.triplechoiceplan.com
Products: Specialists in Group Dental, Life, Vision and Disability
Min. Size: 2+
Serving: Nationwide
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TWH ANNUITIES & INSURANCE AGENCY INC.
Contact: Tipton Huffman
6200 E. Canyon Rim Rd., Ste. 203
Anaheim Hills, CA 92807
(714) 283-9194 • (800) 200-9194
Fax: (714) 283-9197
email: info@twhagency.com
Website: www.twhagency.com
Products: Annuities (ind.); Life (single premium whole life, survivor, term, group term, universal life, whole life)
Serving: Nationwide
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United Retirement – Orange County
Contact: Peter Stephan/Tamara Lewis
23046 Avenida de la Carlota, Ste. 500
Laguna Hills, CA 92653
(949) 768-4015
Fax: (949) 600-7666
email: Peter.Stephan@unitedretirement.com
email: Tamara.Lewis@unitedretirement.com
Website: www.unitedretirement.com
Products: Defined Benefit, Cash Balance, Profit Sharing, 401(k)
Serving: CA
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USI TRAVEL
INSURANCE SERVICES
Contact: Wendy Miller
Director of Sales & Client
Relations-Insurance Professionals
Travel Insurance Services,
A Member Company of USI Affinity
2231 Erie Court
Tracy CA 95304
(800) 937-1387 ext. 48956
(925) 405-8956
Fax: (610) 537-2224
email: wendy.miller@travelinsure.com
Web Site: www.travelinsure.com
Products: Health (group, ind., Medicare supplement, short-term major medical, international major medical)
Serving: Nationwide
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WALLISER ASSOC. INSURANCE AGENCY INC.
Contact: Frank Walliser
7960 Soquel Dr., Ste. 403
Aptos, CA 95003
(831) 476-4384
Fax: (831) 476-1008
email: wallisco@walliserins.com
Website: www.walliserins.com
Products: Annuities (ind.); Critical Illness, Life (guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC
Serving: CA & Most Other States
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WARNER PACIFIC INSURANCE SERVICES
General Agency of Choice for agents/brokers in California and Colorado Contact: Jeff Papenfus, Senior Vice President of Sales
Offering 38 Relationship Based Sales Executives located throughout the state to serve you.
Home office:  32110 Agoura Road, Westlake Village, CA 91361
800 801-2300
Email: jpapenfus@warnerpacific.com
Website: www.warnerpacific.com
Products: Medical, Dental, Life, Vision, Work Comp, Disability, Voluntary, LTC, Medicare and more.
Serving: CA, CO
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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
Serving: Nationwide
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WELLS FARGO INSURANCE SERVICES USA INC.
5200 N. Palm Ave., Ste. 114
Fresno, CA 93704
(800) 780-0815  (559) 228-6300
Fax: (866) 972-7492
Email: sfc.wbs@wellsfargis.com
Website: www.GA.wellsfargo.com
Products: Dental (voluntary); Health (group, HSA); Dental (group); Vision (group); Disability (long-term, short-term); Employee Assistance Program; Life (group, individual); Disability (long-term, short term); LTC (individual)
Serving: CA
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WESTERN WORLD MARKETING
Contact: Toby Hartley
21515 Hawthorne Blvd., Ste. 940
Torrance, CA 90503
(310) 540-5299 (800) 323-4032
Fax: (310) 316-1167
email: toby@wwannuity.com
Website: www.westernworldannuity.com
Products: Annuities; Financial Planning
Serving: Nationwide
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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
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WOLFPACK INSURANCE SERVICES
Contact: Logan Wolf
425 Harbor Blvd., Ste. 2C
Belmont, CA 94022
(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
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WORD & BROWN
Contact: Bill Mason
801 N. Brand Blvd., Ste. 900
Glendale, CA 91203
(818) 247-2861
(800) 560-5614 Fax: (800) 355-9711
email: wabquote@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: Kern, Los Angeles, San Luis Obispo, Santa Barbara and Ventura Counties
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WORD & BROWN
Contact: Jeff Miller
721 S. Parker
Orange, CA 92868
(714) 835-6752
(800) 869-6989 Fax: (714) 953-9404
email: wabquote@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 Office
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WORD & BROWN
Contact: Pam Wallace
3131 Camino Del Rio North, Ste. 820
San Diego, CA 92108
(619) 299-5001
(800) 397-3381
Fax: (619) 299-2070
email: wabquote@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
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WORD & BROWN
Contact: Sandra Silveria
3633 Inland Empire Blvd., Ste. 525
Ontario, CA 91764
(909) 945-2224
(877) 225-0988
Fax: (909) 945-3339
email: wabquote@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
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WORD & BROWN
Contact: James Bennett
1737 N. First Street, Ste. 680
San Jose, CA 95112
(408) 437-5929
(800) 255-9673 Fax: (408) 437-5925
email: wabquote@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: N. CA Regional Office
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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: Voluntary and Ancillary Products, Workers’ Comp, Worksite Marketing, HR Resource Services
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WORKSITE RESOURCES, LLC
Southern California
Contact: Peter T. Lyman Founder and Managing Principal
8 S. Voluntario St., #A
Santa Monica, CA  93103
805-699-6432
Email: ptlyman@worksiteresources.com
Website: www.worksiteresources.com
Products: Voluntary and Ancillary Products, Workers’ Comp, Worksite Marketing, HR Resource Services
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ZAVIDOW-SHOWS INSURANCE SERVICES INC.
Contact: Rich Solomon
1919 Williams St., Ste. 250
Simi Valley, CA 93065
(805) 955-9280
Fax: (805) 955-9285
email: rich@zavidow-shows.com
Products: Health (prescription drug card); vision
Serving: Western States-Vision
Nationwide: Prescription Drug Card
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ZENITH MARKETING GROUP
Contact: Tony DeGregorio
303 W. Main St., Ste. 200
Freehold, NJ 07728
(484) 588-0621 ext. 6413
(800) 499-3727 ext. 6413
Fax: (732) 518-3178
Email: td@zenithmarketing.com
Website: www.zenithmarketing.com
Products: Annuities (ind.); Disability (ind.); Life (guaranteed issue, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC, Pension [401(k)]
Serving: Nationwide
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