General Agents 2014

DHeads-GeneralAgents

 

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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@accentinsurancebrokerage.com Website: www.accentinsurancebrokerage.com Website: www.melissashawplanner.com Products: Life Insurance (wholesale insurance for the financial professional); Long Term Care; Financial counseling. Serving: CA –––––––––– 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 __________ Advanced LTC Insurance Services Contact: Larry Banks 425 W. Broadway, Ste. 205 Glendale, CA 91204 (818) 547-6677 (800) 427-3209 Fax: (818)547-2220 Email: larry@advancedltc.com Email: barry@advancedltc.com Website: www.advancedltc.com Products: Dental (Ind. Group); Health (Group, ind.); LTC, Life (group term, term, UL); Vision, Worksite Marketing __________ Aigilis Corporation Contact: Mark Gebhardt P.O. Box 953279 Lake Mary, FL 32795 (407) 324-3921 (866) 205-1936 Fax: (480) 287-8574 email: info@aigilis.com Website: www.aigilis.com Products: ACA Medial GAP Plans, Accident, Crtical Illness, Dental (ind., group), Health (group, ind.); Life Insurance Quote Engine for website, LTC, Medicare Supplement, Vision Serving: Nationwide –––––––––– AIS Contact: Douglas Shimada 1999 Harrison St., Ste. 1800 Oakland, CA 94612 (510) 893-5331 (800) 788-6524 Fax: (888) 502-3384 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 –––––––––– 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 –––––––––– 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 –––––––––– American Insurance Brokers Inc. Contact: Brett Bennett 23251 Mulholland Dr. Woodland Hills, CA 91364-2732 (818) 591-8700 (800) 669-8700 Fax: (818) 591-8722 email: bbennett@aib4insurance Website: www.aib4insurance.com Products: Dental (ind., group); Health (group); Vision Serving: CA –––––––––– 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 –––––––––– The Annuity Store Contact: Jim Green 1451 River Park Drive, Suite 130 Sacramento, CA 95815 (916) 924-9601 (800) 825-6094 FAX: (916) 924-0670 email: jim.g@theannuitystore.com Website: www.theannuitystore.com Products: Annuities (traditional fixed & fixed-indexed); Life (single premium, indexed, term, whole life); Multi-Year Guarantees, SPIAs Serving: Nationwide –––––––––– Applied General Agency Contact: Natalie Birchard 92807 1040 N. Tustin Ave. Anaheim, CA 92807 (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 –––––––––– 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 –––––––––– 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 –––––––––– 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 –––––––––– 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 –––––––––– Bay River Insurance Services Contact: F. Thomas Biglione, CLU ChFC 1501 El Camino Ave., Ste. 1 Sacramento, CA 95815 1922 The Alameda, Ste. 102 San Jose, CA 95126 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 –––––––––– 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 ––––––––– Belair Insurance Services Inc. Division of Sikov Insurance Services Inc. Contact: Barry A. Sikov 522 S. Sepulveda Blvd., Ste. 207 Los Angeles, CA 90049-3539 (310) 476-9720 Fax: (310) 476-9731 email: insurer9@aol.com Website: www.belairinsuranceservices.com Products: Acupuncture, Cafeteria Plans; Cancer; Chiropractic; COBRA Compliance; Dental (ind., group); Disability (ind., group); Health (ind., HSA, group, international major medical, PDP’s, Medicare supplement, Medicare Advantage, short-term major medical); Life (group term, survivor, term, universal life, variable); LTCi; Vision, Workers’ Comp Serving: AR, CA, DC, FL, MD, MS, MO, MT, NJ, NM, NV, NY, OH, OR, PA, TX, AND UT –––––––––– Benefitmall (NorCal) Contact: John Bobincheck 1000 Burnett Avenue, Ste. 440 Concord, CA 94520 (925) 969-3200 (800) 354-6926 (877) 230-8160 email: John.Bobincheck@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 –––––––––– Benefitmall (Central CA) Contact: Casey Allen 6200 Canoga Avenue, Suite 300 Woodland Hills, CA 91367 (818) 348-1200 (800) 877-0101 Fax: (818) 226-6599 email: Casey.Allen@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 –––––––––– Benefitmall (SoCal) Contact: Jeff Miller 500 North State College Blvd., Ste. 700 Orange, CA 92868 (714) 940-1140 Fax: (714) 940-1198 (800) 966-3791 email: Jeff.Miller@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 –––––––––– 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 –––––––––– 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 (ind., group); medial, dental, vision, Covered CA Serving: Nationwide –––––––––– Berbower Ins. 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 –––––––––– 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) 237-8543×169 Fax: (949) 222-2169 email: jbolton@bestlife.com Website: www.besthealthplans.com Products: Dental (group, PPO & indemnity); Life (group term, guarantee issue); Vision (PPO & Indemnity) Min. Case Size: 2 Serving: 39 States –––––––––– Best Re Life and Health Insurance Company Contact: Laurie Munsey 2505 McCabe Way Irvine, CA 92614-6243 (877) 868-5775 Fax: (208) 893-5040 email: lmunsey@bestlife.com Website: www.bestlife.com Products: dental, vision, life, short term DI Serving: Nationwide –––––––––– 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 —————— Bill Proctor & Associates Insurance 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 –––––––––– 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 –––––––––– 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 –––––––––– Bryson Financial Contact: Trent Bryson 3777 Long Beach Blvd., 5th Floor Long Beach, CA 90807 (562) 435-4267 Fax: (562) 435-5639 email: trent@brysonfinancial.com Website: www.brysonfinancial.com Products: AD& D; Dental (ind., group); Disability (ind.); Employee Benefits, Financial Planning, Health (Group. ind., international major medical, HSA, Medicare supplement, short-term major medical); Life (charitable-giving programs, group term, living payout option, single premium whole life, special risk, survivor, term, universal life, variable, whole life); LTC; Pension (pension plans/profit sharing, 401[k]); Vision Serving: Nationwide –––––––––– BSI Insurance Services, Inc. Contact: Jim Cerf 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 traditional and linked Serving: Nationwide –––––––––– California Guardian Brokerage Offices throughout California 333 North Indian Hill Blvd. Claremont, CA 91711 (800) 775-1970 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 Life Serving: CA –––––––––– California Long Term Care Insurance Services, Inc. Contact: Louis Brownstone, James Grauel 1601 Bayshore Hwy., Ste. 360 Burlingame, CA 94010 (650) 692-5202 (800) 303-1527 email: louis@cltcinsurance.com email: jim@cltcinsurance.com Website: www.californialongtermcare.com Products: LTC, Linked-LTC, Critical Illness Serving: Nationwide –––––––––– 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 Fax: (213) 384-0084 email: phil@thecamden.com email: Arneil@thecamden.com Website: www.visionplanofamerica.com Products: Vision (ind., group, Employee paid and voluntary HMO, PPO); Dental (ind., group, HMO, EPO, PPO) Serving: Nationwide –––––––––– Capitas LTC Contact: Rich Kupetsky, CLTC President 500 La Terraza Blvd., Ste. 150 Escondido, CA 92025 (877) 800-LTCI ext. 218 Email: rich.kupetsky@capitasfinancial.com Website: www.capitasltc.com Products: LTC Serving: Nationwide ––––––––– 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 –––––––––– 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, Disability, Life (UL, IUL, term, whole, Special Risk Underwriting), LTC Serving: Nationwide –––––––––– Cavalier Associates Contact: Justin Smith 2801 Townsgate Rd., Ste. 350 Westlake Village, CA 91361 (800) 350-2019 Fax: (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 –––––––––– 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 –––––––––– Cenco Insurance Marketing Corporation Contact: John Pittman 1501 El Camino Ave., Ste. 1 Sacramento, CA 95815 (916) 920-5251 Fax: (916) 920-8734 email: john@cencoinsurance.com Website: www.cencoinsurance.com Products: Annuities (ind.); Disability (ind.); Life (indexed life, survivor, term, universal life, whole life); LTC Serving: Northern & Central CA –––––––––– Chimienti & Associates Insurance Services Contact: Toney Chimienti 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, PremiumSaver AKA the insured HRA, Gurantee Issue Voluntary Disability, Criticall Illness, Accident, Dental, Vision, Life (term, UL, WL); COBRA-HSA-HRA-Sec. 125 Administration Services: Internet based Employee Benefits Enrollment with Billing & Eligibility Management Technology, includes Self Serve with Chat session and Call Center enrollment. Serving: 40 States –––––––––– 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 –––––––––– 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 –––––––––– CNMA Multi-Insurance Agency 895 E. Yorba Linda Blvd., Ste. 202-A Placentia, CA 92870 (714) 552-3993 Fax: (714) 978-0518 Contact: Radi Miranda, LUTCF email: cnmainsurance@aol.com Website: www.cnmainsurance.com Products: Critical Illness, Guaranteed Issue Life, Disability (Group, Individual), International Major Medical, Travel Insurance –––––––––– 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 –––––––––– Coastal Financial Partners Group Contact: Jerry Vandezanden 9665 Wilshire Blvd., Ste 430 Beverly Hills, CA 90212 310-788-3805 Fax: 310-788-3997 Email: jerry@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. –––––––––– Cory Stepanek CLTC (Genworth Financial) Suncoast Office Contact: CORY STEPANEK 2888 Loker Ave. East, Suite 210-D Carlsbad, CA 92010 (760) 752-1935 Fax: (760) 358-0011 email: cstepanek@genworthltc.com Website: www.genworth.com/suncoast Products: Annuities (fixed); Life; Long Term Care Serving: Nationwide –––––––––– CPS Insurance Services Contact: Raymond McMannis – EVP New Business 4400 MacArthur Blvd. 8th Floor Newport Beach, CA 92660 (949) 863-0700 (800) 326-LIFE Fax: (949) 225-7199 email: rmcmannis@cpsinsurance.com Website: www.cpsinsurance.com Products: Life, Annuities, LTC, Disability Serving: Nationwide –––––––––– CPS 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 –––––––––– CPS/Integrated Marketing & Insurance Services Contact: Parks LaMarche 8447 Miramar Mall, Ste. A San Diego, CA 92121 (858) 535-9444 (800) 776-4647 Fax: (858) 535-0560 email: parks@cpsimis.com Website: www.cpsimis.com Products: Annuities (ind.); Life (guaranteed issue, policy exchange, single premium whole life, special risk, term, universal life, whole life); LTC Serving: San Diego & Nationwide –––––––––– CPS-Ron Viola Insurance Services Contact: Ron Viola 950 Los Osos Valley Rd., Ste. C Los Osos, CA 93402 (805) 597-3608 (800) 640-7770 ext. 608 Fax: (805) 597-3609 email: ron@ronviola.com Website: www.ronviola.com Products: Annuities (ind.); Critical Illness; Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, index universal life, whole life, secondary market for life insurance) Serving: Nationwide –––––––––– Cypress Dental and Vision Contact: Sales 7510 Shoreline Dr. , Ste. A-1 Stockton, CA 95219 (800) 350-3989 Fax: (209) 478-5614 email: sales@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) 277-2660 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 and 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 West Contact: Southern CA – Paul Sitar 16325 SW Boones Ferry Rd., Suite 101 Lake Oswego, OR 97035 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 –––––––––– 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) 805-2937 email: sales@dickerson-group.com website: 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 Cell: (703)615-4747 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 –––––––––– Emerson Reid 5200 N. Palm Ave., Ste. 114 Fresno, CA 93704 (800) 780-0815 (559) 666-2001 Fax: (866) 972-7492 Website: www.emersonreid.com Products: 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, NY, PA, NJ –––––––––– 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 –––––––––– Foulds & Feldmann Health Insurance Agency Contact: Maureen Feldmann, Randy Foulds 78370 Highway 111, Ste. 100 La Quinta, CA 92253 (760) 777-9400 Fax: (760) 346-4727 email: maureen@feldmanninsurance.com email: randy@feldmanninsurance.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 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 555 Saturn Blvd., Ste. 512 San Diego, CA 92154 (858) 320-9941 Cell: (619) 392-3315 Fax: (858) 320-9945 email: sueewards@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 –––––––––– 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. –––––––––– GBS Ins. and Financial Services (dba: Flynn Associates Insurance Marketing Inc.) Contact: George Cox/Area Vice President 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 –––––––––– 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 (Medicare Advantage, Medicare Part D RX, Medicare Supplement, international major medical, short-term major medical); Life (final expense, term); LTC Serving: CA, AZ, NV & OR –––––––––– 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; California Choice Plan, Covered CA 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 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) 737-9300 ext. 217 (310) 390-1000 ext. 217 (800) 644-3491 Fax: (310) 737-9304 email: as@Kelsey.com Website: www.HealthInsurance.com Products: Health (small business, ind.) Serving: 47 States –––––––––– Highland Capital Brokerage Contact: David R. Braun, CLU 801 N. Brand Blvd., Ste. 330 Glendale, CA 91203 (800) 326-8151 (213) 417-4500 Fax: (213) 381-8176 Email: jpresutti@highland.com Website: www.highlandbrokerage.com Products: Annuities (ind, group, variable, 401(k), pension/profit sharing), disability (ind), financial planning, life (charitable giving programs, living payout option, policy exchange, single premium whole life, survivor, term, universal, variable, whole life, life settlements), ltc. Serving: CA –––––––––– 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 –––––––––– Jenkins Insurance Services Contact: John Connell 1390 Willow Pass Road., Ste. 800 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 92806 (714) 938-9300 ext. 130 Fax: (714) 938-9312 email: fjohnson@jhnetwork.com Website: www.Jhnetwork.com Products: Life (survivor, term, universal, variable); LTC Serving: California –––––––––– Jones Associates Financial & Insurance Services 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 email: melissa@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: Roy O. Brett 5339 Prospect Road, #419 San Jose, CA 95129 (408) 866-2655 Fax: (408) 866-7010 email: landmarkseniorresources@gmail.com website: www.landmarkseniorresources.com Products: Annuities, Life Insurance, Long Term Care Insurance Serving: Nationwide –––––––––– Larry A. Medeiros Financial & Insurance Services, Inc. Contact: Stacie La 2280 Sunrise Blvd., Ste. 142 Rancho Cordova, CA 95742 (800) 748-5538 Fax: (916) 473-7151 email: lamfinancial1@gmail.com email: stacie.la@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 11512 El Camino Real, Ste. 100 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 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: Panthia Smith, Ryan Esway, Quinn Casey 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, Brett Murray, Scott Skratulia, Keith Naud, Christopher Guarino, Steve Borodkin 21700 Oxnard St., Ste. 440 Woodland Hills, CA 91367 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 Website: 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: Christina Diamantis, Susan Tomes, Javier Castaneda, Sunny Chamblee 3838 Camino Del Rio North, Ste. 310, San Diego, CA 92108 866-570-LISI (5474) Fax: 800-603-1992 email: Kdoyle@lisibroker.com Website: 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 Administration, 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: Judy Osterweil 2370 Kerner Blvd. San Rafael, CA 94901 (415) 460-8052 Fax: (415) 257-1456 email: judy.x.osterweil@healthnet.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-Melllo, 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: Andy Weinstein 28073 Smyth Dr., Valencia, CA 91344 (888) 920-1770 Ext. 1231 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 Contact: John A. Hohman 3470 Mt. Diablo Blvd., Suite A100 Lafayette, CA 94549 (925) 297-6155 Fax: (925) 254-9652 email:nfpcainfo@nfp.com Website: www.nfp.com/nfpca 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: Katie O’ Rourke, James Grauel 1601 Bayshore Highway, Ste. 360 Burlingame, CA 94010 (800) 665-1524 (650) 692-5202 email: katie@cltcinsurance.com email: jim@cltcinsurance.com Website: www.northstarnetworkinc.com Products: LTC, Linked-LTC, Critical Illness 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 (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, LUTCF 18375 Ventura Blvd.,#650 Tarzana, CA 91356 (818) 207-3930 Fax: (310) 861-1435 Email: bertke.ron@pennmutual.com Products: Life, Annuities –––––––––– Perry Financial Network 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. –––––––––– Peter Lyman Insurance Agency Contact: Peter T. Lyman Founder and managing Principal 8 S. Voluntario St., Ste. A Santa Monica, CA 93103 (805) 845-2377 Email: peter@lymaninsurance.com Website: www.lymaninsurance.com Products: Voluntary and Ancillary Products, Workers’ Comp, Worksite Marketing, HR Resource Services, Property&Casualty –––––––––– Petersen International Underwriters Contact: Jimmy Petersen 23929 Valencia Blvd., 2nd Floor Valencia, CA 91355 (661) 254-0006 (800) 345-8816 Fax: (661) 254-0604 email: jimmy@piu.org Website: www.piu.org Products: AD&D; Disability; Excess Disability, Impaired Risk Disability; Health (international major medical); Life (special risk) 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 –––––––––– 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: Tom Munson 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: Health and Life Insurance; Covered CA, Medicare Products, Annuities; Investment Advice, Charitable Remainder Trust; Sep-IRA, Simple IRA, Roth IRA, Deferred Sales Trusts, Life Settlements, Pensions, LTC, California Partnership Serving: Nationwide –––––––––– Senior Market Sales, Inc. Contact: Dan Trumblee 8420 W. Dodge Rd., 5th Floor Omaha, NE 68114 (402) 343-3689 (800) 786-5566 ext. 3689 Fax: (402) 397-0455 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 ————– South Western 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.southwesternfinancial.net Products: Annuities (group, ind.); Disability (group, ind.); Life (whole life); Pension [401(k)]; Pension (pension plans/profit sharing). Serving: Nationwide –––––––––– Stan Israel Insurance Services Inc. Contact: Stan Israel 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 Email: benecom@att.net Products: Worksite Marketing and Enrollment Services, Medicare Bridge, AD&D, Section 125, Cafeteria Plans, Critical Illness; Disability; HSAs; Life (group, universal life term, indexed UL); Long Term Care; Prescription Drug Card; Dental; Vision; Accident Bridge and Hospital coverage and 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 and Financial Group Contact: Brian McNulty 4001 MacArthur Blvd. , 3rd Floor Newport Beach, CA 92660 (949) 223-8100 (800) 373-2177 Fax: (949) 223-8101 email: brian.mcnulty@tfgroup.com Website: www.tfgroup.com Products: Annuity (group contract, ind., variable); Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (ind., group, HSA); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, survivor, term, universal life, variable, whole life); LTC, Pension (pension plans/profit sharing, 401[k]); Vision, Worksite Marketing Serving: S. CA, CO, HI, TX –––––––––– Team Alvarez Insurance Services Contact: Gaston Alvarez 2001 East 4th Street, Ste. 116 Santa Ana, CA 92705 (714) 978-6300 Fax: (805) 512-7840 Email: Gus@TeamAlvarez.net Products: All aspects of Medicare, Dental/Vision, (Group, Ind.); Covered CA Ind. Health, Covered CA Shop (group), Medicare Supplements, Short Term Major Med, Life insurance (guaranteed issue, group term, single premium whole life, special risk, survivor, term, and universal life), LTC, Final Expense, Annuities, Home, Auto, Business 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 Ins. Broker/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 –––––––––– Total Financial & Insurance Svcs. 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 –––––––––– 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; California Choice; Health (individual, group, integrated plans medical & 24 hrs., international major medical, health-savings accounts, Medicare bridge, Medicare supplement, self-funded administration, short-term major medical); Life (guaranteed issue, life settlement, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, variable, whole life); Long-Term Care, Pension (401[k]); Prescription Drug Card, Vision, Workers’ Comp, Worksite Marketing Serving: Nationwide –––––––––– TripleChoicePlan Dental Contact: Lawrence V. Kent, president & CEO 1964 Westwood Blvd., Ste. #120 Los Angeles, CA 90025 (310) 470-2343 ext. 150 Fax: (310) 441-5660 email: lvk@triplechoiceplan.com Website: www.triplechoiceplan.com Products: Specialists in Group Dental, Life, Vision and Disability Min. Size: 2+ Serving: Nationwide –––––––––– 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 –––––––––– 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 –––––––––– 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 Website: www.travelinsure.com Products: Health (group, ind., Medicare supplement, short-term major medical, international major medical) Serving: Nationwide –––––––––– Walliser Assoc. Insurance Agency Inc. Contact: Frank Walliser 7960 Soquel Dr., 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 ––––––––– Warner Pacific Insurance Services Contact: Jeff Papenfus, Senior Vice President of Sales Offering 46 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 –––––––––– 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 –––––––––– 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 –––––––––– W.J. Barrett Insurance Agency Inc. Contact: Bill Barrett or Jill Bradish P.O. Box 2339 Capistrano Beach, CA 92624 (888) 254-7675 Fax: (949) 493-7325 email: bill@plusgroupca.com Website: www.plusgroupca.com Products: Critical Illness, Disability (ind.); LTC Serving: CA –––––––––– Wolfpack Insurance Services Contact: Logan Wolf 425 Harbor Blvd., Ste. 2C Belmont, CA 94002 (650) 631-2460 (800) 296-0192 Fax: (650) 591-4022 email: logan@dvins.com Website: www.dentalandvisionins.com Products: Dental (group); Vision (group) Serving: CA –––––––––– Word & Brown Contact: Bill Mason 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 –––––––––– Word & Brown Contact: James Bennett 721 S. Parker Orange, CA 92868 (714) 567-4658 (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 County –––––––––– 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 –––––––––– Word & Brown Contact: Zeke Montes 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 –––––––––– Word & Brown Contact: Sandra Silviera 1737 N. First Street, Ste. 680 San Jose, CA 95112 (408) 685-4872 (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: Northern CA Regional Office –––––––––– World Insure Medical Health Insurance & Travel Insurance 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 Fax: (415) 893-1984 email: lisa@worldinsure.net Website: www.worldinsure.net Products: Disability; International Risks for Life; K&R; Major Medical; Terrorism; Travel and more Serving: Worldwide –––––––––– Worldwide Insurance Services (dba: GeoBlue and HTH Worldwide) Contact: Cristina Picardi 1 Radnor Corporate Center Suite 100, Radnor, PA 19087 (Located locally in San Diego, CA) Direct: (619) 688-1160 Toll free direct: (855) 484-6647 Fax: (610) 482-9953 email: cpicardi@geo-blue.com Website: www.geobluetravelinsurance.com Products: Int’l Health, International Major Medical, Travel Medical (ind and group); Short and long term plan options available Serving: International and nationwide –––––––––– 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) 577-0111 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