California Broker Directory 2013 – of insurance Carriers and Providers

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Broker/Dealers	E&O	401(k)	Critical Illness	HSAs	Life Settlements	LTC
Online Resources	Life Regional Offices	Paramedical	Section 125	TPAs	Trust Services	Worksite Marketing

Broker Dealers

Centaurus Financial Inc. Contact: Kurt Moseley 2300 E. Katella Ave., Ste. 200 Anaheim, CA 92806 (714) 456-1790 (800) 880-4234 Fax: (714) 456-1799 Email: kmoseley@cfiemail.com Website: www.centaurusfinancial.com Services: Broker/Dealers Products: Annuities (variable, fixed and indexed); Insurance Products (LTC, Traditional Life, Variable Annuities, Variable Universal Life); Mutual Funds; Alternative Investments; Registered Investment Advisory Services Serving: Nationwide –––––––––– Crump Life Insurance Services Contact: Scott A. Swanson 8950 Cal Center Dr. Bldg. 2, Ste. 250 Sacramento, CA 95826 (800) 444-6200 ext. 7031 Fax: (801) 517-7767 email: scott.swanson@crump.com Website: crumplifeinsurance.com Products: Variable Annuities, Variable Life, Fixed Annuities, Insurance Products –––––––––– ICB/Individual Commercial Brokerage Contact: Aaron Paglia 100 Enterprise Dr., Ste. 500 Rockaway, NJ 07866 (973) 538-5511 (800) 422-0696 Fax: (973) 361-0047 email: aaron.p@ica-icb.com Website: www.ica-icb.com Products/Services: LTC Mktg. & Sales Serving: Nationwide –––––––––– LPL Financial Contact: Per Ken Hullings 9785 Towne Centre Drive San Diego, CA 92121 (858) 450-9606 Ext. 6245 (800) 877-7210 Ext. 6245 Fax: (858) 546-7851 email: branchdevelopment@lpl.com Website: www.joinlpl.com Services: Broker/Dealers Products: Bonds (Corporate, Government, Municipal); Insurance Products (Fixed Annuities, Term Life, Universal Life, Variable Annuities, Whole Life); IRA & Keogh Accounts; Mutual Funds (Load, No Load); Options; Stocks (Domestic, International); Retirement Plans Serving: Nationwide —————– PRB Insurance and Financial Services 1990 S. Bundy Drive, Ste 410 Los Angeles, CA 90025-1448 (310) 909-1746 Fax: (424) 248-2430 email: merla@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.

Errors and Ommissions

Cita Insurance Services Contact: Caroline Reaper or Rachel Truman (800) 280-7250 (714) 939-7333 email: programsinfo@citainsurance.com Website: www.citainsurance.com E&O for: P&C Agents, Life Wholesale Brokers, Benefit Administrators, Real Estate Agents Administrators, Real Estate Agents –––––––––– E & O Insurance for Less Contact: Customer Service 12421 Meredith Dr. Urbandale, IA 50398 (866) 795-2041 Fax: (515) 243-2331 Website: www.eoforless –––––––––– National Ethics Association 12707 High Bluff Dr. Dept. 200 San Diego, CA 92130 (800) 282-1831 Fax: (760) 462-3333 email: staciaf@ethics.net Website: www.ethics.net –––––––––

401(k)

American Safe Retirements, LLC Contact: Joe Barkate 251 E. Southlake Blvd. Southlake, TX 76092 (214) 641-5363 Fax: (817) 796-1616 (800) 277-8464 (800) ASR-U-GO4 email: joe@americansaferetirements.com email: rich@americansaferetirements.com Website: www.americansaferetirements.com Products/services: Finanical Planning, 401(k), Life Settlements, Life Insurance, Annuities Min.Size: 1 –––––––––– Innovative Pension Strategy & Design Contact: Sidney Lopez 14251 Danielson St., Poway, CA 92064 (858) 748-6500 (858) 218-3441 Fax: (858) 748-0615 email: Sidney@ipsd.com Website: www.ipsd.com Website: www.innovativepension.com Products/Services: 401(k), defined benefit plans Min. Case Size: 1 Serving: Nationwide _________ John Hancock Retirement Plan Services Contact: Derek MacDougall 500 North Brand Blvd., Ste. 950 Glendale, CA 91203 (818) 552-3400 Ext. 857644 (800) 766-2685 Fax: (818) 552-3420 email: derek_macdougall@jhancock.com Website: www.jhpensions.com Serving: Pacific Region –––––––––– National Retirement Services, Inc. (NRS) Contact: Nate Delong 5832 Bolsa Ave., Ste. 100 Huntington Beach, CA 92649 (714) 622-3244 Fax: (714) 622-3189 email: Nate.Delong@NRServices.com Website: www.nrservices.com Products/Services: 401(k), Profit Sharing and Defined Benefit Plans Serving: Nationwide –––––––––– PayPro Administrators Contact: Bobbi Hamilton Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRIMS, HRA, HSA, Sec. 125 Contact: Felix Acajabon for Pension & Pension Plan Administration 6180 Quail Valley Ct. Riverside, CA 92507 (800) 427-4549 (951) 656-9273 Ext. 226 Bobbi (951) 656-9273 Felix Fax: (951) 656-9276 email: bobbih@pagroup.us email: felixa@pagroup.us email: sales@pagroup.us Website: www.pagroup.us Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS –––––––––– Polycomp Administrative Services Inc. Contact: Kim Torio 6400 Canoga Ave., Ste. 250 Woodland Hills, CA 91367 (818) 716-0111 (800) 736-7090 Fax: (818) 346-8672 email: ktorio@polycomp.net Website: www.polycomp.net Products/Services: 401(k), Profit Sharing, Defined Benefit Plans, 403(b), Prevailing Wage Retirement Plans Min. Case Size: 1 Serving: Nationwide –––––––––– PRB Insurance and Financial Services 1990 S. Bundy Drive, Ste 410 Los Angeles, CA 90025-1448 (310) 909-1746 Fax: (424) 248-2430 email: merla@prbinc.com Website: www.prbinc.com Products/Services: TPAs, 401(k), Individual and Group Life and Disability Insurance, NQDC, Employee Benefits, Retirement Income Planning, Financial Planning. ––––––––––

Critical Illness

HSAs

BEN-E-LECT Contact: Marketing Department 5429 Avenida de Los Robles, Ste. A Visalia, CA 93291 (559) 733-1240 Fax: (559) 635-6527 Website: www.benelect.com Products: Cafeteria Plans, Dental (group); Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); Vision, Life (group), Debit Card, Payroll, HR Serving: AZ, CA, CO, KS, NV, WA –––––––––– Benesyst, Inc. Contact: Michelle Thompson 14271 Jeffrey Road, Ste. 180 Irvine, CA 92620 (949) 433-7951 (608) 268-8887 email: michelle.thompson@tascline.com Website: www.benesyst.net Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, Online Enrollment and Eligibility Management, Tuition Reimbursement administration, Wellness rewards administration Serving: Nationwide –––––––––– Core Documents, Inc. Contact: Gene Ennis P.O. Box 14538 Bradenton, FL 34280 (888) 755-3373 Fax: (941) 795-4802 email: coreservice@coredocuments.com Website: www.CoreDocuments.com Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan Documents Serving: Nationwide –––––––––– Ebix Health Contact: Ed Buck 1300 E. Shaw, Ste. 109 Fresno, CA 93710 (877) 805-2828 ext. 204 Fax: (559) 256-1009 email: ed.buck@ebix.com Website: www.ebix.com Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA ———–— First American Bank Contact: Mitch Rosenbloom 1650 Louis Avenue Elk Grove Village, IL 60007 (847) 586-2010 Fax: (847) 586-2010 email: mrosenbloom@firstambank.com WebSite: www.firstambank.com –––––––––– Health Savings Administrators Contact: John Vellines 10800 Midlothian Turnpike, Ste. 240 Richmond, VA 23235 (888) 354-0697 Fax: (804)726-1570 email: jvellines@hsaadministrators.com Website: www.hsaadministrators.info Products: Health Savings Accounts offering no-load Vanguard Mutual Fund investments ———————– Health Equity, Inc. Contact: Patrick Chorpenning, Jr. Regional Director 15 W. Scenic Pointe Dr., Ste. 400 Draper, UT 84020 (800) 819-5852 (877) 949-6727 email: brokerservices@healthequity.com email: brokersales@healthequity.com Website: www.healthequity.com Products: HSAs ———————– HSA Bank A Division of Webster Bank N.A. Contact: David Drzymkowski 668 N Coast Hwy, Ste. 416 Laguna Beach, CA 92651 (949) 374-2853 email: ddrzymkowski@hsabank.com Website: www.hsabank.com –––––––––– http://www.hsacalifornia.com HSA California® Kevin M. Timone, National Vice President Sales 721 South Parker, Suite 200 Orange, CA 92868 Phone: (866) 251-4625 Fax: (714) 347-3809 Email: ktimone@choiceadmin.com Website: http://www.hsacalifornia.com Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits: Dental, Vision, Chiropractic, Acupuncture, Group Life, HR Support, Cal Perks Discounts Min. Case Size: 2-50 –––––––––––––––––––– HSA Resources Contact: Steve Hansen 1010 W Saint Germain St., Ste 1050 St. Cloud MN 56301 (866) 757-4727 ext. 3 Fax: (866) 826-0104 email: steve.hansen@hsaresources.com Website: www.HSAResources.com Products: HSAs for Businesses Serving: Nationwide –––––––––– Infinisource Inc. Contacts: Vicki Burke 15 East Washington St. P.O. Box 889 Coldwater, MI 49036 (800) 300-3838 Fax: (517) 278-0764 email: vburke@infinisource.com Website: www.infinisource.com Products/Services: Workforce Management Administrator for Human Capital Management, COBRA, FSAs, HRAs, HSAs, POP, Time and Attendance, HIPAA, Privacy & Security, Payroll, HR Services, Portability Solutions Serving: Nationwide –––––––––– OptumHealth Contact: Steve Grunewald P.O. Box 9472, NV960-1000 Minneapolis, MN 55440-9472 (866) 427-6804 email: steve.grunewald@optum.com Website: www.optumhealthfinancial.com Products/Services: HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation Serving: Nationwide ––––––––– Pacific Benefits Flex Inc. Contact: Mimi Lyon 3090 Fite Circle, Ste. 101 Sacramento, CA 95827 (916) 363-2101 ext. 226 Fax (916) 363-4213 email: mimi@pacificbenefits.com Website: www.pacificbenefits.com Products/Services: TPA, FSA, HRA, HSA, POP, Transportation Serving: Nationwide –––––––––– Sterling Health Services Administration Contact: Chris Bettner EVP, Business Development 475 14th St., Ste. 650 Oakland, CA 94612 (408) 779-9908 (800) 617-4729 Ext. 225 Cell: (415) 722-8789 Fax: (877) 517-4729 email: chris.bettner@sterlinghsa.com Website: www.sterlinghsa.com Product/Services: HSA, HRA, FSA, POP, COBRA Adminitration, ERISA Wrap, Form 5500 Filing, Other Compliance Services & Self Insurance Administration –––––––––– Wells Fargo Health Savings Accounts Contact: Eric VandenBrink 90 S. 7th St., 9th floor (MAC N 9305-091) Minneapolis, MN 55402 (612) 667-7505 Fax: (866) 884-0877 Email: Eric.T.VandenBrink@wellsfargo.com Website: www.wellsfargo.com/HSA Products: HSA’s Min. Case Size: 1 Serving: National

Life Settlements

Coventry Contact: Michael Coben 7111 Valley Green Rd. Fort Washington, PA 19034 (877) 836-8300 Fax: (215) 233-3201 email: mcoben@coventry.com Website: www.coventry.com Products/Services: Life Settlements, SWAPP®, Simplified Settlements®, Term Settlements, Continuing Education Serving: Nationwide –––––––––– Abacus Settlements, LLC Contact: Samantha Butcher 480 Forest Avenue Locust Valley, NY 11560 (516) 417 -5040 Fax: (516) 908-4493 Tenessee office Tel: (615) 369-0732 Ext. 2222 email: sbutcher@abacussettlements.com Website: www.abacussettlements.com Serving all states except: FL, MT, MD, WV, Indian Territory in OK –––––––––– Advanced Settlements Contact: Scott Kirby 2101 Park Center Dr., Ste. 220 Orlando, FL 32835 (800) 561-4148, ext. 1105 Fax: (407) 296-7377 email: scott@advancedsettlements.com email: info@advancedsettlements.com Website: www.advancedsettlements.com Products/Services: Life Settlements, Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing and Compliance Assistance, Life Settlement Quote, Transparency and Compensation Disclosure Reports –––––––––– American Safe Retirements, LLC Contact: Joe Barkate 251 E. Southlake Blvd. Southlake, TX 76092 (214) 641-5363 Fax: (817) 796-1616 (800) 277-8464 (800) ASR-U-GO4 email: joe@americansaferetirements.com email: rich@americansaferetirements.com Website: www.americansaferetirements.com Products/services: Financial Planning, 401(k), Life Settlements, Life Insurance, Annuities Min.Size: 1 –––––––––– Coventry Contact: Michael Coben 7111 Valley Green Rd. Fort Washington, PA 19034 (877) 836-8300 Fax: (215) 233-3201 email: mcoben@coventry.com Website: www.coventry.com Products/Services: Life Settlements, SWAPP®, Simplified Settlements®, Term Settlements, Continuing Education Serving: Nationwide –––––––––– ELA Settlement Services L.L.C. Contact: Paul H. Nagelberg 1435 Morris Ave.. P.O. Box 3137 Union, NJ 07083 (800) 388-0103 Fax: (908) 810-4159 email: pnagelberg@execlife.com Website: www.elasettlementservices.com Products/Services: Life Settlements –––––––––– Genesis Asset Advisors LLC Contact: Geoffrey Gottesman 222 Broadway, 19th Flr. New York, NY 10038 516-945-6272 (877) 303-9777 Fax: (516) 945-6273 email: info@genesisknows.com Website: www.genesisknows.com Products/Services: Life Settlements Serving: AL, AR, CA, CT, DE, FL, GA, IL, MS, MI, MD, NJ, NY, PA, SC, SD, WA, WY –––––––––– Legacy Benefits LLC Contact: Business Development Empire State Bldg. 350 Fifth Ave., Ste. 4320 New York, NY 10118 (212) 643-1190 Fax: (212) 643-1180 email: info@legacybenefits.com Website: www.legacybenefits.com Services/Products: Sales & Marketing, Life Insurance Settlements Serving: Nationwide –––––––––– Leisure Werden & Terry Agency Contact: Victor Paz 200 S. Los Robles Ave., Ste. 200 Pasadena, CA 91101 (626) 304-1300 Ext. 209 (800) 272-2212 Fax: (626) 304-1313 email: lwtbrokerage@lwtagency.com Website: www.lwtagency.com Products: Life settlements Serving: Nationwide –––––––––– Life Equity LLC Contact: Ward Kerr 5611 Hudson Dr., Ste. 100 Hudson, OH 44236 (330) 342-7772 (800) 272-5189 Fax: (330) 342-7782 Email: info@lifeequity.com Website: www.lifeequity.com Products/Services: Life Settlements Purchaser & Servicer –––––––––– Life Insurance Buyers, Inc. Contact: Greg Albers, Linda Wilcher 9311 Cherokee Place Leawood KS, 66206 (800) 936-5508 email:lindawilcher@lifeinsurancebuyers.com email:gregalbers@lifeinsurancebuyers.com Website: www.lifeinsurancebuyers.com Serving: Nationwide ––––––––– Life Insurance Settlements Inc. 1500 West Cypress Creek Rd., Ste. 408 Fort Lauderdale, FL 33309 (866) 326-5433 Ext. 1015 (954) 315-2840 Fax: (954) 337-5731 Website: www.LiSettlements.com Products/Services: LIfe Settlements, Free Policy Appraisal, Free E&O Coverage, Mktg. & Compliance Available, Serving: Nationwide –––––––––– The Lifeline Program 1979 Lakeside Parkway, Second Floor Atlanta, GA 30084 (800) 252-5282 • (770) 724-7300 Fax: (770) 724-7373 email: info@thelifeline.com Website: www.thelifeline.com Products/Services: Life Settlements –––––––––– Life Settlement Solutions Inc. Contact: Ron Lofgren 4747 Viewridge Ave., Ste. 108 San Diego, CA 92123 (858) 576-8067 Fax: (858) 576-9329 email: info@lifefirms.com Website: www.lss-corp.com Products/Services: Life Settlement Provider Serving: Nationwide –––––––––– Maple Life Financial 4350 East West Hwy., Ste. 900 Bethesda, MD 20814 (877) 777-0635 Fax: (301) 951-1351 email: moreinfo@maplelf.com Website: www.maplelifefinancial.com Product/Services: Secondary Market for Life Insurance, Life Settlement Origination and Servicing Serving: Nationwide –––––––––– Melville Capital Contact: Doug Himmel 127 Broadway ste. 202 Santa Monica, CA 90401 (310) 943-5370 (866) 511-5990 email: Dhimmel@MelvilleCapital.com Website: www.melvillecapital.com Products/Services: Life Settlements Serving: Nationwide –––––––––– Noble Financial & Insurance Services, Inc. Contact: Ben Levine 310 N. Westlake Blvd., Ste. 240 Westlake Village, CA 91362 (805) 413-7567 (805) 557-1503 website: www.nfisinc.com email:Ben@nfisinc.com Products/Services: Life Settlements Serving: Nationwide –––––––––– Provident Life Insurance Services, Inc. Contact: Jim Passarelli, President 7575 Dr. Phillips Blvd., Ste. 135 Orlando, Florida 32819 (800) 515-5003 email: Passarelli@ProvidentLIS.com Website: www.ProvidentLIS.com Products/Services: Life Settlements –––––––––– Q Capital Strategies, LLC: IHC Life Settlements Contact: Tony Blankenship 5901 Broken Sound Pkwy, NW, Ste. 200 Boca Raton, FL 33487 (212) 418-3273 (561) 886-4600 Fax: (561) 886-4601 email: info@qcapitalStrategies.com email: policy@qcapitalStrategies.com Website: www.qcapitalStrategies.com Products: Life Settlements Serving: Nationwide except AK, ID, KY, ND, PR, VT, WV –––––––––– Reliant Life Shares Contact: Ken Morris 15260 Ventura Blvd., Suite 1420 Sherman Oaks, CA 91403 (818) 788-1904 email: ken@reliantlifeshares.com Website: reliantlifeshares.com Products: Fractional Life Shares, Life Settlements, Funding Entity Serving: California –––––––––– 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 Services/Products: Health and Life Insurance, Covered California, Medicare Products, Annuities, Investment Advice, Charitable Remainder Trust, Sep-IRA, Roth IRA, Deferred Sales trusts, life Settlements, Pensions, Long Term Care, California Partnership Serving: Nationwide –––––––––– Trinity Financial Services LLC Contact: Greg Scharfeld 940 Centre Circle, Ste. 3022 Alatamonte Springs, FL 32714 (866) 870-8746 (407) 523-1980 Fax: (407) 523-1871 email: info@trinityfinancialllc.com email: greg@trinityfinancialllc.com Website: www.trinityfinancialllc.com Products/Services: Life Settlements & Life Insurance Sales Serving: Nationwide –––––––––– Welcome Funds Inc. Contact: Daniel Ohman, VP & COO 6001 Broken 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/Services: Secondary Market for Life Insurance Serving: Nationwide

Long Term Care

LTC Associations

American Association for Long Term Care Ins. Contact: Jesse Slome 3835 E. Thousand Oaks Blvd., Ste 336 Westlake Village, CA 91362 (818) 597-3205 email: jslome@aaltci.org Website: www.aaltci.org Products/Services: Sales & Marketing Serving: Nationwide

LTC Carriers

LTC Sales and Marketing

Advanced LTC Insurance Services Contact: Larry Banks425 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 –––––––––– AmeriCal Advanced Insurance Solutions, LLC. Contact: Gene Tapper 1964 Westwood Blvd., Ste. 120 Los Angeles, CA 90025 (310) 441-5699 ext. 169 (866) 311-2656 ext. 169 Fax: (310) 441-5660 email: gtapper@americalltc.com Website: www.americalltc.com www.ltc411.com Products/Services: Specialists in Long-Term Care Insurance Strategies Serving: Nationwide & International –––––––––– American Association for Long-Term Care Ins. Contact: Jesse Slome 3835 E. Thousand Oaks Blvd., Ste. 336 Westlake Village, CA 91362 (818) 597-3205 email: jslome@aaltci.org email: info@aaltci.org Website: www.aaltci.org Products/Services: Sales and Marketing Serving: Nationwide ——— American Financial Marketing LLC Contact: Gail Kane 400 Highway 169 South, Ste. 200 Minneapolis, MN 55426 (763) 593-0905 (800) 880-3072 Fax: (763) 545-5223 email: gailk@afmus.com Website: www.afmus.com Products/Services: LTC Marketing and Sales Support Serving: Nationwide –––––––––– American Independent Marketing Contact: John Hennessey 511 W. A St., Yakima, WA 98902 (800) 672-7202 Fax: (800) 829-0391 email: john.hennessey@aimforLTC.com Products/Services: Sales & Marketing Serving: Nationwide –––––––––– American Insurance Marketing Services Inc. Contact: Steven Dozier 101 TechnaCenter Drive Montgomery, AL 36117 (334) 260-6509 (800) 325-9876 Fax: (334) 272-8342 email: info@aimsltc.com Website: www.aimsltc.com Serving: Nationwide –––––––––– California Long Term Care Insurance Services, Inc. Contact: Katie O’Rourke Contact: Louis Brownstone Contact: Donna Martindale 1601 Bayshore Hwy., Ste. 360 Burlingame, CA 94010 (650) 692-5202 (800) 303-1527 Fax: (650) 692-5204 email: katie@cltcinsurance.com email: louis@cltcinsurance.com email: donna@cltcinsurance.com Website: www.californialongtermcare.com –––––––––– Capitas Long Term Care Contact: Rich Kupetsky, CLTC, President 4275 Executive Square, Suite 900 La Jolla, CA 92037 (858) 546-8686 ext. 118 “(877) 800-LTCI (5824) Option 4 email: rich.kupetsky@capitasfinancial.com Website: www.capitasfinancial.com –––––––––– DI & LTC Insurance Services Contact: Jack B. Schmitz 4302 Redwood Highway, Ste. 400 San Rafael, CA 94903 (415) 472-4800 (800) 924-2294 Fax: (415) 472-7637 email: jack@di-ltc.com Website: www.di-ltc.com Products/Services: DI, LTC, CI Serving: Northern CA and Nationwide –––––––––– ICB/Individual Commercial Brokerage Contact: Aaron Paglia 100 Enterprise Dr., Ste. 500 Rockaway, NJ 07866 (973) 538-5511 (800) 422-0696 Fax: (973) 361-0047 email: info@ica-icb.com email: aaron.p@ica-icb.com Website: www.ica-icb.com Products/Services: LTC Mktg. & Sales Serving: Nationwide –––––––––– John Hancock LTC Insurance Contact: LTC Sales Desk 200 Berkeley Street Boston, MA 02116 (800) 270-1700 Ext. 1 Website: www.jhltc.com Products/Services: LTC Insurance, Sales & Marketing Support Serving: California and Nationwide –––––––––– Liberty Marketing Insurance Services Contact: Holly Mednick 5700 1st Ave. N. St. Petersburg, FL 33710 (800) 329-5799 (800) 810-5678 Fax: (727) 579-9767 email: info@liberty-marketing.com Website: www.liberty-marketing.com Products/Services: Annuities, Life, LTC Sales & Marketing Serving: Nationwide –––––––––– LifeStyle Insurance Service, Inc. Long-Term Care Insurance Contact: Carol Gardner 30448 Rancho Viejo Rd., Ste. 180 San Juan Capistrano, CA 92675 email: cgardner@lifestyleinsurance.com Website: www.lifestyleinsurance.com (949) 272-2260 (949) 493-2056 (800) 493-2056 Ext. 260 Fax: (949) 493-8366 Products/Services: LTC Sales & Marketing Serving: Nationwide –––––––––– LTC Consultants President: Phyllis Shelton Contact: Lawrence Vivenzio 108 Rhoades Lane Hendersonville, TN 37075 (615) 590-0314 (888) 400-1118 ext. 120 Fax: (615) 590-0307 email: lawrence@ltcconsultants.com Website: www.ltcconsultants.com Products/Services: LTC Sales & Marketing Tools, Online & Onsite LTCi Training, Consumer Seminars, Motivational Speeches Serving: Nationwide –––––––––– LTCiTraining .com P.O. Box 409 Rabun Gap, GA 30568 (866) 400-5224 Fax: (813) 464-8018 email: Jennifer@LTCiTraining.com Website: www.LTCiTraining.com –––––––––– LTC Insurers Contact: Jackie Slaughter 8420 West Dodge Rd., 5th Floor Omaha, NE 68114-3446 (402) 343-3637 (800) 786-5566 Fax: (402) 343-9927 email: jackie@seniormarketsales.com Website: www.seniormarketsales.com Products/Services: LTC Sales & Marketing Serving: Nationwide –––––––––– Mutual of Omaha Insurance Company Contact: Brokerage Sales Support Mutual of Omaha Plaza Omaha, NE 68175 (800) 693-6083 email: sales-support@mutualofomaha.com Website: www.mutualofomaha.com Products/Services: LTC Insurers, LTC Sales & Marketing support, Life, DI, Accidental Serving: Nationwide ————— SellingLTC.com Contact: Jennifer Ivey P.O. Box 409 Rabun Gap, GA 30568 (877) 603-2771 Fax: (706) 746-2071 email: info@sellingltc.com Website: www.sellingltc.com Products/Services: LTCI Sales Marketing and Presentation Solutions, Custom Website. Serving: Nationwide ————— Senior Market Sales, Inc. Contact: Dan Trumblee 8420 West Dodge Rd., 5th Flr. Omaha, NE 68114-3446 (402) 397-3311 (800) 786-5566 Fax: (402) 397-0455 email: dtrumblee@seniormarketsales.com Website: www.seniormarketsales.com Products/Services: LTC Sales & Marketing, Life insurance, Annuities, Medicare Advantage, Medicare Supplement Serving: Nationwide ————— Specialists in Health Insurance Services Contact: Ted Porter 3050 Citrus Circle, Ste. 114 Walnut Creek, CA 94598 (925) 934-1376 ext. 222 (800) 300-1376 Fax: (925) 934-3023 email: tedp@sihis.com Website: www.sihis.com Products/Services: LTC Sales & Marketing Serving: Nationwide

Online Resources

AgentSecure/InsureZone Contact: John Pergande 1612 Summit Ave., Ste. 100 Fort Worth, TX 76102 (817) 704-2200 (866) 243-5934 Fax: (817) 885-7987 email: JP@insurezone.com Website: www.insurezone.com –––––––––– 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 –––––––––– AIS 1999 Harrison Street, Ste. 1800 Oakland, CA 94612 (800) 788-6524 (510) 893-5331 (925) 899-7880 (direct) 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 “gap” plans Serving: AZ, CA, NV, OR, ID, TX, UT, WA, –––––––––– Benaissance/COBRAPoint Contact: John B. Jenkins 11808 Grant St., Ste. 200 Omaha, NE 68164 (402) 884-7021 (877) 884-7021 Ext. 101 Fax: (402) 991-5374 email: john.jenkins@benaissance.com Website: www.benaissance.com Products/Services: Carrier Billing, COBRA, Direct Bill, ARRA, HIPAA, Compliance Administration Software, Online Resources Min.Case Size: 2+ Serving: Nationwide –––––––––– Benesyst, Inc. Contact: Michelle Thomson 14271 Jeffrey Road., Ste. 180 Irvine, CA 92620 (949) 433-7951 (608) 268-8887 email: michelle.thompson@tascline.com Website: www.benesyst.net Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, Online Enrollment and Eligibility Management, Tuition Reimbursement, Wellness Serving: Nationwide –––––––––– BeneTrac Contact: Summer Hamilton, VP of Sales 2385 Northside Drive, Ste. 100 San Diego, CA 92108 Phone: (619) 788-5800 (877) 645-4342 Fax: (619) 788-5801 (Operations) Fax: (619) 788-5802 (Sales) Email: shamilton@benetrac.com Website: www.benetrac.com –––––––––– Dentalinsurance.com Contact: Avery Smith 3030 S. Bundy Dr. Los Angeles, CA 90066 (310) 437-7217 Direct (800) 366-5656 (310) 390-1000 ext. 217 Fax: (310) 390-3158 email: as@kelsey.com Website: www.dentalinsurance.com Products/Services: Dental Insurance Plans Plan Type: DHMO, PPO, Indemnity, Discount Min. Case Size: 1 Serving: Nationwide –––––––––– Ebix Health Contact: Ed Buck 1300 E. Shaw, Ste. 109 Fresno, CA 93710 (877) 805-2828 ext. 204 Fax: (559) 256-1009 email: ed.buck@ebix.com Web: www.ebix.com Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA –––––––––– HR Ideas, Inc. Bishop Ranch 2 Contact: Deisy Bach 2680 Bishop Dr., Ste 126 San Ramon, CA 94583 (925) 556-4404 Fax: (925) 359-1470 email: info@hrideas.com Website: www.hrideas.com Products: HR, Recruiting, Training & Safety –––––––––– JHPInsight 1344 Disc Dr., Ste. 210 Sparks, NV 89436 (888) 837-4748 Fax: (800) 905-6750 email: service@jhpinsite.com Website: www.jhpinsite.com Products: Internet Quote Engine –––––––––– JHC Insurance Services Contact: Joe Hernandez P.O. Box 3879 Ventura, CA 93006-3879 (805) 644-9678 (888) 542-4467 Fax: (805) 644-9676 email: admin@jhcbenefits.com Website: www.jhcbenefits.com Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs Plan Type: PPO, Employee Choice, EPO, Indemnity Serving: CA –––––––––– LTC Consultants President: Phyllis Shelton Contact: Lawrence Vivenzio 108 Rhoades Lane Hendersonville, TN 37075 (615) 590-0315 (888) 400-1118 ext. 120 Fax: (615) 590-0307 email: lawrence@ltcconsultants.com Website: www.ltcconsultants.com Products/Services: LTC Sales & Marketing Tools, Online & Onsite LTCi Training, Consumer Seminars, Motivational Speeches Serving: Nationwide –––––––––– LTCiTraining.com 108 Rhoades Lane Hendersonville, TN 37075 (866) 400-5224 Fax: (813) 464-8018 email: Jennifer@LTCiTraining.com Website: www.LTCiTraining.com —————- Parasol Leads Contact: Tom Carolan P.O. Box 1216 Arroyo Grande, CA 93421 (888) 778-0410 Fax: (888) 820-1650 email: info@parasolleads.com Website: www.parasolleads.com Services: Online Resource, Exclusive insurance leads Serving: Nationwide —————- Quotit®Corporation 721 S. Parker St., Suite 330 Orange, CA 92868 (866) 478-6899 Fax: (714) 564-5025 Email: info@quotit.com Website: www.quotit.com –––––––––– SellingLTC.com Contact: Jennifer Ivey P.O. Box 409 Rabun Gap, GA 30568 (877) 603-2771 Fax: (706) 746-2071 email: info@sellingltc.com Website: www.sellingltc.com

Life Regional Offices

BEST Life & Health Insurance Co. Contact: Jennifer Bolton, VP of Sales and Marketing 2505 McCabe Way Irvine, CA 92614-6243 (800) 237-8543 ext. 169 (949) 222-2169 Jennier Bolton 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 –––––––––– Boston Mutual Life Life-Group Sales Office Contact: Jeff Jacoby-Group Sales Mgr. 14651 Dallas Pkway., Ste. 140 Dallas, TX 75254 (800) 959-9575 Ext. 622 Fax: (972) 789-0176 email: jeff_jacoby@bostonmutual.com Website: www.bostonmutual.com –––––––––– Crump Life Insurance Services Contact: Christina Flores 8950 Cal Center Dr. Building 2, Ste. 250 Sacramento, CA 95826 (800) 444-6200 Toll Free (916) 403-4351 Direct Fax: 801-517-7767 email: christina.flores@crump.com Website: www.crumplifeinsurance.com Services: Broker/Dealers Products: Variable Annuities, Variable Life, Fixed Annuities, Insurance Products. –––––––– Guardian Life Insurance Company of America Newport Beach: Joseph Stefano, Director of Sales 4685 MacArthur Court, Ste. 100 Newport Beach, CA 92660 (800) 662-6464 Direct (949) 885-1720 Fax: (949) 453-9919 email: jstefano@glic.com Los Angeles: Arthur Stern, District Mgr. LA (800) 225-3399 (310) 765-2201 email: astern@glic.com San Diego: Gregg Holdgrafer, District Manager, San Diego (800) 769-6759 (619) 881-3502 email: gholdgrafer@glic.com Arizona/New Mexico Brady Myers, District Mgr. (800) 227-8457 Fax: 602 567-2572 email: bmyers1@glic.com Las Vegas: Steve Johnson, District Mgr. (800) 662-6464 (949) 885-1726 email: sjohnson@glic.com Fresno: Brady Spencer, District Mgr. (800) 662-6464 (559) 389-5858 email: bspencer@glic.com Quote email: surequote@glic.com Website: www.guardianlife.com Plan Type: PPO/DHMO Fresno: Products/Services: Dental, LTD, Life, STD, Vision, All available in Voluntary, Contrib. & Non-Contrib. Min. Case Size: 2-5000 Serving: All 50 States –––––––––– Great West Financial Contact: Cheney Hunt 18093 Bluegrass Rd. Ramona, CA 92065 (760) 788-7311 Fax: (760) 788-7025 email: cheney.hunt@gwrs.com Website: www.gwrs.com Serving: San Diego County –––––––––– John Hancock Retirement Plan Services Contact: Derek MacDougall 500 N. Brand Blvd., Ste. 950 Glendale, CA 91203 (818) 552-3400 ext. 857644 (800) 766-2685 Fax: (818) 552-3420 e-mail: derek_macdougall@Jhancock.com Website: www.Jhpensions.com Serving: Pacific Region –––––––––– John Hancock Retirement Plan Services Contact: Howard Joelson 18100 Von Karman Ave., Ste. 400 Irvine, CA 92612 (949) 442-1530 (800) 451-8775 Fax: (949) 442-1540 email: howard_joelson@jhancock.com Website: jhonhancock.com Serving: Orange County –––––––––– Oxford Life Insurance Company Contact: Mike Quaranta 2721 N. Central Ave. Phoenix, AZ 85004 (602) 263-6666 (800) 308-2318 Fax: (866) 380-9691 email: MikeQuaranta@oxfordlife.com Website: www.oxfordlife.com Serving: Nationwide –––––––––– Transamerica Strategic Marketing Desk Contact. Chris Diaz, Director Marketing Sales Desk 1150 S. Olive St., Ste. T-26-11 Los Angeles, CA 90015 (866) 545-9058 Fax: 213-745-4340 email: lifesales@transamerica.com Website: www.transamerica.com

Paramedical

APPS Para Medical Services Headquarters Contact: Robin Pellegrini email: repellegrini@appshq.com Service/Product: Paramedical Firms One Jericho Plaza. Jercho, NY 11753-1663 (516) 822-6230 Ext. 117 Fax: (516) 822-6241 Los Angeles (800) 439-2770 Fax: (626) 395-9562 San Jose (408) 551-0351 Fax: (408) 551-0356 Walnut Creek (800) 972-9777 Fax: (925) 229-1544 Garden Grove (714) 748-4580 Fax: (714) 748-4328 San Diego (619) 497-0080 Fax: (619) 497-1829 San Francisco (650) 375-1750 Fax: (650) 375-1755 Ventura (805) 654-0749 Fax: (805) 654-0476 Inland Empire (909) 243-7900 Fax: (909) 243-7909 –––––––––– Datafied Contact: Linda Nefos 1210 N. Jefferson St., Ste. P Anaheim, CA 92807 email: lnefos@datafied.com Website: www.datafied.com (877) 328-2343 x. 242 Fax: (800) 922-3892 Service: APS Copy Service/Records Retrieval –––––––––– Examination Management Services Inc. Anaheim Hills (714) 779-2691 Fax: (714) 779-2693 Bakersfield (661) 735-3368 Fax: Fax: (661) 735-4368 Burlingame (650) 777-0955 Fax: (650) 351-1727 Chico (530) 895-3203 Fax: (530) 895-3206 Colton (909) 370-0350 Fax: (909) 370-1341 Hollywood Fax: (888) 236-4670 Los Angeles Metro (Fullerton) (323) 622-1500 Fax: (323) 844-0505 (Montebello) (323) 722-4100 Fax: (323) 722-8223 Modesto (866) 377-0018 Fax: (877) 624-2734 Northern California Coast (866) 632-1780 Fax: (888) 329-1724 Oakland (510) 639-1813 Fax: (510) 639-2188 Examination Mgmt. (contiued) Orange County (Brea) (714) 674-0724 Fax: (714) 674-0726 Pasadena (626) 449-8355 Fax: (626) 449-8357 Sacramento North (916) 729-0700 Fax: (916) 729-0770 San Diego (619) 758-7777 Fax: (619) 758-7770 Santa Clarita Valley (Canyon Country) (661) 251-3800 (661) 251-3773 Van Nuys (818) 909-0807 Fax: (818) 909-0810 –––––––––– ExamOne Glendale – SF Valley & Ventura County 230 N. Maryland Ave., Ste. 110 Glendale, CA 91206 email: glendale@examone.com (855) 570-3926 Fax: (818) 246-5505 Los Angeles – 420 E. 3rd St., Ste. 802 Los Angeles, CA 90013 • (855) 570-3926 tolucalake@examone.com Orange – Orange & LA County 946 W. Town & Country Rd., Bldg. B Orange, CA 92868 email: orangecounty@examone.com (855) 570-3926 Fax: (714) 263-2375 3600 Central Ave. Ste. 3 Riverside CA, 92506 email: sanbernardino@examone.com (855) 570-3926 Fax (951) 530-0206 San Diego – San Diego County 5575 Ruffin Rd., Ste. #230 San Diego, CA 92123 email: sandiego@examone.com (855) 570-3926, Fax: 858-569-2004 Concord – San Francisco East Bay Area 5167 Clayton Rd, Ste. H Concord, CA 94521 email: concord@examone.com (925) 288-9850, Fax (925) 288-9854 San Jose – South Bay Area 2905 Stender Way Ste. 32 Santa Clara, Ca 95054 email: sanjose@examone.com (866) 213-9496 Fax (866) 402-8648 Sacramento – Stockton & North Coast 720 Sunrise Ave., Ste. 102-C Roseville, CA 95661 email: sacramento@examone.com (916) 786-5890, Fax: (916) 786-5806 –––––––––– Portamedic Fresno– 5321 N. Fresno St., Ste 106 Fresno, CA, 93710 559-230-2644 Fax: 866 951-8109 • 800-510-5203 San Francisco Bay (Hayward) 24301 Southland Dr., Ste. 216, Hayward, CA, 94545 510-783-5922 Fax: 866-951-2837 800-541-1444 San Francisco Bay (Burlingame) 111 Anza Blvd., #418 Burlingame, CA, 94010 650-340-6166 Fax: 866-951-2837 • 800-257-7500 Southern California (Cypress) 5252 Orange Ave, 211 Cypress CA, 90630 714-826-6430 Fax: 714-826-9669 • 800-873-3926 LA Tarzana – 20300 Ventura Blvd, Ste 200 Woodland Hills, CA 91364 818-887-6516 Fax: 818 887-1415 • 800-753-0029 Inland Empire – 9121 Haven Avenue Ste. 220, Rancho Cucamonga, CA, 91730 909-481-6853 909-481-0320 Fax: 800-753-8596 Ventura – 260 Maple Ct., Suite 277, Ventura CA, 93003 805-650-1433 Fax: 805-650-8520 • 800-842-4403 –––––––––– Superior Health Examiners Inc. Contact: Debra Hanson Main Office: 24009 Ventura Blvd., Ste. 240 Calabasas, CA 91302 (818) 222-4181 • (800) 564-3543 Fax: (818) 593-8629 email: Superiorhealthfaxes@gmail.com Paramedical Services Mobile, Parameds, In-House Parameds, Medical Doctors (mobile), Board Certified Doctors, Blood Draws, HOS, EKG, X-Ray, TVC, Treadmills (mobile), Portamedic Approval Serving: Nationwide –––––––––– Superior Mobile Insurance Solutions Contact: Meg Rose 3838 Camino Del Rio North, Ste. 250 San Diego, CA 92108 (619) 500-6264 • (800) 898-3926 Opt 1 Fax (619) 398-0945 email: mrose@smminsurance.com Website: smminsurance.com Health Data Collection, Paramedical Exams

Medical Records Retrieval

MVP Record Retrieval Contact: Chuck Dart P.O. Box 5237. Modesto, CA 95352 (209) 342-6662 (800) 377-0018 Fax: (800) 377-0019 email: cdart@mvpretrieval.com Website: www.mvpretrieval.com Service: Nationwide APS & medical record retrieval

Section 125

AFLAC, Torrance Contact: Cameron Bell 2390 Crenshaw Blvd., Ste. 307 Torrance, CA 90501 (626) 379-4265 Fax: (909) 266-9622 email: cameron_bell@us.aflac.com Website: www.aflac.com Website: www.aflacforbrokers.com Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group Worksite Products with Guarantee Issue, Specializing in Credit Unions Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments Min. Case Size: 100+ Ind., 100+ Group Serving: CA ––––––––– AFLAC, LaVerne Contact: Henry Sauceda 2268 Alpha Circle La Verne, CA 91750 (909) 257-5696 (800) 356-2644 x 6657239 email: Henry.Sauceda@cunamutual.com Website: Cunamutual.com Products: Credit Union Association, Trust, PEOs, Self Funded, Fully Insured Medical, Dental, Life, Disability and Worksite Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments Min. Case Size: 50+ Group Serving: CA, AZ, NV, AK, HI, CO, MT, ID, OR, WA, CO, WY ––––––––– AFLAC, Los Angeles Contact: Adam Michaels 12121 Wilshire Blvd., Suite 1000 Los Angeles CA 90025 (310) 744-6101 Fax: (310) 744-6199 email: adam_michaels@us.aflac.com Website: www.aflac.com Minimum Group Size: 3 Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Disability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit Statements, Per Diem Available Serving: Nationwide –––––––––– Benefits Store Inc. Contact: Roger Smith or Jake Schroeder (800) 446-2663 Fax: (925) 855-2051 email: roger@benefitsstore.com Website: www.benefitsstore.com Products/Services: Association health (group), Third Party Administration for Small Group Cafeteria Plans Serving: Nationwide –––––––––– Benesyst, Inc., a TASC Company Contact: Michelle Thompson, Senior Account Exec., West U.S. 14271 Jeffrey Road, Ste. 180 Irvine, CA 92620 (949) 433-7951 or (608) 268-8887 email: michelle.thompson@tasconline.com Website: www.benesyst.net Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, Online Enrollment Consolidated Billing, Eligibility Management, Tuition Reimbursement adminstration, Wellness Rewards Administration Serving: Nationwide –––––––––– BEN-E-LECT Contact: Marketing Department 5429 Avenida de Los Robles, Ste. A Visalia, CA 93291 (559) 733-1240 Fax: (559) 635-6527 Website: www.benelect.com Products: Cafeteria Plans, Dental (group); EOB Concierge, Health (consumer-driven, group, HRA, HSA MERP, integrated plans, self-funded administration); Vision, Web Portal, Life (group), Debit Card, Payroll, HR Serving: AZ, CA, CO, KS, NV, WA –––––––––– BPI-Flex Administrators Contact: Sarah Fakan 432 East Pearl Street Miamisburg, OH 45342 (800) 865-6543 ext. 104 Fax: (937) 865-6502 email: info@BusinessPlansInc.com Website: www.myCafeteriaPlan.com Website: www.myBenefitStatements.com Website: www.myCobraPlan.com Min. Case Size: 10 Products/Services: TPA Services, Total Compensation Statements, COBRA Administration, Retiree Billing –––––––––– Choice Builder Kevin M. Timone, National Vice President Sales 721 S. Parker, Ste. 200 Orange, CA 92868 (866) 412-9254 Fax (866) 412-9261 Email: ktimone@choceadmin.com Website: www.choicebuilder.com Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Section 125, HR Support, Cal Perks Discounts Min. Case Size: 2 to 99 –––––––––– CONEXIS Contact: Marc McGinnis 721 S. Parker, Suite 300 Orange, CA 92868 (877) CONEXIS [266-3947] Ext. 4623 email: mmcginnis@CONEXIS.com Website: www.CONEXIS.com Products/Services: Employee Benefit Administration – FSA, HRA, HSA, Commuter Benefits, COBRA, and Direct Bill Services Min. Case Size: 2 to Unlimited Serving: Nationwide –––––––––– Core Documents Inc. Contact: Gene Ennis P.O. Box 14538 Bradenton, FL 34280 (888) 755-3373 Fax: (941) 795-4802 email: coreservice@coredocuments.com Website: www.CoreDocuments.com Products/Services: Section 125 POP, FSA, HSA 132 & HRA Plan Documents Serving: Nationwide –––––––––– Ebix Health Contact: Ed Buck 1300 E. Shaw, Ste. 109 Fresno, CA 93710 (877) 805-2828 ext. 204 Fax: (559) 256-1009 email: ed.buck@ebix.com Website: www.ebix.com Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA –––––––––– Infinisource Inc. Contacts: Vicki Burke 15 East Washington St. P.O. Box 889 Coldwater, MI 49036 (800) 300-3838 Fax: (517) 278-0764 email: solutions@infinisource.com Website: www.infinisource.com Products/Services: Workforce Management, Administrator for Human Capital Management, COBRA, FSAs, HRAs,HSAs, POP, Time and Attendance, HIPAA, Privacy & Security, Payroll, HR Services, Portability Solutions Serving: Nationwide –––––––––– JHC Insurance Services Contact: Joe Hernandez P.O. Box 3879 Ventura, CA 93006-3879 (805) 644-9678 (888) 542-4467 Fax: (805) 644-9676 email: admin@jhcbenefits.com Website: www.jhcbenefits.com Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs Plan Type: PPO, Employee Choice, EPO, Indemnity Serving: CA –––––––––– PayPro Administrators Contact: Bobbi Hamilton Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRIMS, HRA, HSA, Sec. 125 Contact: Felix Acajabon for Pension & Pension Plan Administration 6180 Quail Valley Ct. Riverside, CA 92507 (800) 427-4549 Fax: (951) 656-9276 (951) 656-9273 Ext. 226 Bobbi (951) 656-9273 Felix email: bobbih@pagroup.us email: felixa@pagroup.us email: sales@pagroup.us Website: www.pagroup.us Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS –––––––––– Tricast Inc. Contact: Rob Bigalke 10400 W. Innovation Dr., Ste. 310 Milwaukee, WI 53226 (414) 302-9733 ext. 208 (888) 321-2021 Fax: (414) 302-9837 email: learnmore@tricast.com email: kristin.karakis@tricast.com email: rob.bigalke@tricast.com Website: www.tricast.com Products/Services: Audit, PBM RFPs, Prescription Drug Plans, Sec. 125, Surveillance, Wellness, Fraud, Waste and Abuse Min. Case Size: 25 Serving: Nationwide

TPAs

Advantek Benefit Administrators Contact: Erin Ellis P.O. Box 45007 Fresno, CA 93718 (866) 556-7655 Fax: (559) 228-5460 email: eellis@santehealth.net Website: www.advantekbenefit.com Products/Services: TPA for Medical, Dental & Vision, COBRA/HIPAA, Utilization Management & Disease Management Serving: Nationwide –––––––––– Affordable Benefit Administrators Inc. Contact: Marie Ackad 444 Irving Dr., Ste. 202, Burbank, CA 91504 (818) 842-0147 (800) 350-0148 Fax: (818) 842-0225 email: m_ackad@benefitsaba.com Website: www.benefitsaba.com Products/Services: TPA for partially self-funded Medical, Dental, Vision, HSA plans, Cobra/HIPAA & flex, Utilization Review and Case Management and well versed in the Affordable Care Act Serving: Nationwide –––––––––– AGIA Insurance Services Contact: David H. McCarty 1155 Eugenia Place Carpinteria, CA 93013 (800) 244-2462 Fax: (763) 416-4931 email: DMcCarty@AGIA.com Website: www.agia.com Products/Services: Associations, Life, Accident & Health, Emergency Assistance Travel Serving: Nationwide –––––––––– AIS Contact: Doug Shimada 1999 Harrison Street, Ste. 1800 Oakland, CA 94612 (800) 788-6524 (510) 893-5331 ext. 125 Fax: (888) 502-3384 email: doug@ais-insurance.com Website: www.ais-insurance.com Products/Services: Ancillary, Dental, Vision, Disability, Life (Group); TPAs, all starting at one life, Voluntary medical Min. Case Size: 1 Serving: AZ, CA, ID, NV, OR, TX, UT, WA –––––––––– American Association for Quality Healthcare Contact: Nancy Ginter 23251 Mullholland Dr. Woodland Hills, CA 91364-2732 (818) 591-8700 (800) 669-8700 Fax: (818) 591-8722 email: info@aaqhc.com Website: www.aaqhc.com Products: Dental (ind., group); Health (group); Vision Serving: CA –––––––––– Beneficial Administration Contact: Steve Course 2505 McCabe Way Irvine, CA 92614 (949) 756-1000 (800) 854-7417 Fax: (949) 724-1603 email: scourse@beneficialadmin.com Website: www.beneficialadmin.com Products/Services: Individual, Small Group & Mid-Market Administration, “Fully Insured and ASO” Serving: Nationwide –––––––––– Benefit Resource, Inc. Contact: Tom Guiler, Vice-President 245 Kenneth Drive Rochester, NY 14623-4277 Toll Free: 866-996-5200 email: tguiler@benefitresource.com email: info@benefitresource.com Website: www.benefitresource.com Products: Flexible Spending Accounts, Health Reimbrustement Accounts, Health Savings Accounts and Communiter Benefits Min. Case Size: 5 Serving: Nationwide –––––––––– Benefit Service Center Contact: Scott Freeman 9500 Topanga Canyon Blvd. Chatsworth, CA 91311 (800) 842-6635 Fax: (818) 678-0027 email: services@bscinc.com Website: www.bscinc.com Products/Services: Employee Benefits Administration including: Premium Reconciliation, Billing, Eligibility, Open Enrollments, New Hire Administration, COBRA, Retiree Administration, Claims Advocacy, Database Management, and Call Center, FSA Min. Case Size: 250 Serving: Nationwide –––––––––– Benefit & Risk Management Services Inc. Contact: Paul Schafer 80 Iron Point Circle, Ste. 200 Folsom, CA 95630 (916) 467-1400 Ext. 1245 Fax: (916) 467-1401 email: paul.schafer@brmsonline.com Website: www.brmsonline.com Products/Services: Full-Service Employee Benefit TPA (Group Medical, Dental, Vision, Sec. 125, Flexible Spending Accounts, COBRA/HIPAA, medical management, and utilization review with proprietary Virtual Benefits Administration System (Vbas) Min. Case Size: 50 Serving: Nationwide –––––––––– BEN-E-LECT Contact: Marketing Department 5429 Avenida de Los Robles, Ste. A Visalia, CA 93291 (559) 733-1240 Fax: (559) 635-6527 Website: www.benelect.com Products: Cafeteria Plans, 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 –––––––––– Benesyst, Inc. Contact: Michelle Thompson 14271 Jefreey Road, Ste. 180 Irvine, CA 92620 (949) 653-1220 email: mthompson@benesyst.net email: michelle.thompson@tascline.com Website: www.benesyst.net Products/Services: Spending Account Services (FSA, HRA, HSA, Commuter), COBRA, Retiree Billing, BeneSmart® Online Enrollment and Eligibility Management, Education Assistance/Tuition Reimbursement, Wellness, Dependent Eligibility Audit Serving: Nationwide –––––––––– BPI-Flex Administrators Contact: Sarah Fakan 432 East Pearl Street Miamisburg, OH 45342 (800) 865-6543 ext. 104 Fax: (937) 865-6502 email: info@BusinessPlansInc.com Website: www.myCafeteriaPlan.com Website: www.myBenefitStatements.com Website: www.myCobraPlan.com Min. Case Size: 10 Products/Services: TPA Services, Total Compensation Statements, Cobra Administration, Retiree Billing ––––––––– CaliforniaChoice® Kevin M. Timone, National Vice President Sales 721 South Parker, Suite 200 Orange, CA 92868 Phone: (800) 542-4218 Fax: (714) 542-4244 Email: ktimone@choiceadmin.com Website: www.calchoice.com Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Payroll Services, Cal Perks Discounts, HR Support Min. Case Size: 2-50 ––––––––– CaliforniaChoice 51+ Kevin M. Timone, National Vice President Sales 721 South Parker, Suite 200 Orange, CA 92868 Phone: (866) 226-7431 Fax: (714) 347-3840 Email: ktimone@choiceadmin.com Website: www.calchoiceplus.com Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Cal Perks Discounts, HR Support Min. Case Size: 51-199 –––––––––– Capitol Administrators Contact: Dave Reynolds 2920 Prospect Park Dr., Ste. 210 Rancho Cordova, CA 95670 (916) 669-2510 Fax: (916) 669-0575 email: dreynolds@capitoladm.com Website: www.capitoladm.com Products/Services:TPAs Min. Case Size: 50 Serving: Nationwide –––––––––– Choice Builder® Kevin M. Timone, National Vice President Sales 721 S. Parker, Suite 200 Orange, CA 92868 Phone: (866) 412-9254 Fax (866) 412-9261 Email: ktimone@choiceadmin.com Website: www.choicebuilder.com Products/Services: TPA, Employee Choice Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, Section 125, HR Support, Cal Perks Discounts Min. Case Size: 2 to 99 –––––––––– Coastal TPA Inc. Contact: Debi Hardwick 928 East Blanco Road Salinas, CA 93901 (831) 754-3800 Ext. 104 (800) 564-7475 Fax: (831) 754-3830 email: DHardwick@coastalmgmt.com Website: www.coastalmgmt.com Products/Services: Group Medical, Dental & Vision Claims Administration; Disease Management and Preferred Provider Panels, Medical and Dental Provider Networks Min. Case Size: 50 to Unlimited Serving: Nationwide –––––––––– CONEXIS Contact: Marc McGinnis 721 S. Parker, Suite 300 Orange, CA 92868 (877) CONEXIS [266-3947] Ext. 4623 email: mmcginnis@CONEXIS.com Website: www.CONEXIS.com Products/Services: Employee Benefit Administration – FSA, HRA, HSA, Commuter Benefits, COBRA, and Direct Bill Services. Min. Case Size: 2 to Unlimited Serving: Nationwide –––––––––– Contractor’s Choice® Constance Sullivan, Vice President 721 South Parker, Suite 200 Orange, CA 92868 Phone: (866) 358-9456 Fax: (714) 542-9309 Email: csullivan@contractorschoice.net Website: www.contractorschoice.net Products/Services: TPA, Employee Choice (HMO/PPO), Ancillary Benefits, Dental, Vision, Group Life Min. Case Size: 5 –––––––––– CoPower Inc. Contact: Pratibha Patel 1600 W. Hillsdale Blvd. San Mateo, CA 94402 (888) 920-2322 Fax: (650) 348-1149 Products: CoPower ONE, bundled product with Dental, Vision, and Life, CoPower Suite with MetLife, and Dental and Vision products Services: Third Party Administrator for Dental, Vision, Group Life Min. Case Size: 2 Serving: Nationwide –––––––––– Cypress Dental & 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/Services: Dental and Vision plans, Fully Insured, TPA, Self-Funded Plans (group & individual) Min. Case Size: 1 Serving: CA –––––––––– Direct Dental 209 San Anselmo Ave. San Anselmo, CA 94960 (415) 457-2836 Fax: (415) 454-2928 email: drjohn@directdentalplans.com Website: www.directdentalplans.com Products/Services: TPA –––––––––– Ebix Health Contact: Ed Buck 1300 E. Shaw, Ste. 109 Fresno, CA 93710 (877) 805-2828 ext. 204 Fax: (559) 256-1009 email: ed.buck@ebix.com Website: www.ebix.com Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA –––––––––– eflexgroup.com (eflex) Contact: Tom Jacobs 2740 Ski Lane Madison, WI 53713 (608) 243-8277 (877) 933-3539 Fax: (877) 231-1287 email: teamwest@eflexgroup.com Website: www.eflexgroup.com Products/Services: FSA, HSA, HRA, Transit, COBRA, Debit Card, On-Line Enrollment and Eligibility Min. Case Size: N/A Serving: Nationwide –––––––––– Employee Benefits Specialists, Inc. Contact: Jennifer Leugers 5934 Gibraltar Dr., #206 Pleasanton, CA 94588 (925) 460-3910 (800) 229-7683 Fax: (925) 460-3920 email: jennifer.leugers@ebsbenefits.com website: www.ebsbenefits.com Products: FSA, Section 132, COBRA, Retiree Administration, Invoice Reconciliation, Voluntary, WORKTERRA – our proprietary online enrollment and eligibility system Serving: Nationwide –––––––––– Employer Administrative Services Co. Contact: Jack C. Annett 2455 Bennett Valley Blvd., Ste. B303 Santa Rosa, CA 95404 (707) 546-4570 Fax: (707) 524-2387 email: jack@easc.com Website: www.easc.com Products/Services: TPAs Min. Case Size: 50 Serving: CA –––––––––– HealthNow Administrative Services 2520 Venture Oaks Way, Ste. 450 Sacramento, CA 95833 (800) 220-2600 Fax: (916) 604-3470 email:

Anderson.Margaret@healthnow.org

Website: www.hnas.com Products: COBRA/HIPAA, Flexible Benefits, Self Funded Plans, Ancillary Products, Dental, Vision, Life & DI Insurance Min. Case Size: 50 to Unlimited Serving: Nationwide –––––––––– http://www.hsacalifornia.com HSA California® Kevin M. Timone, National Vice President Sales 721 South Parker, Suite 200 Orange, CA 92868 Phone: (866) 251-4625 Fax: (714) 347-3809 Email: ktimone@choiceadmin.com Website: http://www.hsacalifornia.com Products/Services: TPA, Employee Choice (HMO/PPO/HSAs), Ancillary Benefits, Dental, Vision, Chiropractic, Acupuncture, Group Life, HR Support, Cal Perks Discounts Min. Case Size: 2-50 –––––––––– Infinisource Inc. Contacts: Vicki Burke 15 East Washington St. P.O. Box 889 Coldwater, MI 49036 (517) 489-4581 Fax: (517) 278-0764 email: vburke@infinisource.com Website: www.infinisource.com Products/Services: Workforce Management, Administrator for Human Capital Management, COBRA, FSAs, HRAs,HSAs, POP, Time and Attendance, HIPAA, Privacy & Security, Payroll, HR Services, Portability Solutions Serving: Nationwide –––––––––– Innovative Pension Strategy & Design Contact: Sidney Lopez 14251 Danielson St., Poway, CA 92064 (858) 748-6500 (858) 218-3441 Fax: (858) 748-0615 email: Sidney@ipsd.com Website: www.ipsd.com Website: www.innovativepension.com Products/Services: 401(k), defined benefit plans Min. Case Size: 1 Serving: Nationwide _________ JHC Insurance Services Contact: Joe Hernandez P.O. Box 3879 Ventura, CA 93006-3879 (805) 644-9678 (888) 542-4467 Fax: (805) 644-9676 email: admin@jhcbenefits.com Website: www.jhcbenefits.com Products/Services: COBRA Medical, Dental, Employee Choice Plans, Online Resources, Prescription Drug, Sec. 125, TPAs, HRAs, FSAs Plan Type: PPO, Employee Choice, EPO, Indemnity Serving: CA ————– http://www.kpchoicesolution.com Kaiser Permanente Choice Solution Kevin M. Timone, National Vice President Sales 721 South Parker, Suite 200 Orange, CA 92868 (800) 416-4395 Fax: (800) 566-8298 Email: ktimone@choiceadmin.com Website: http://www.kpchoicesolution.com Products/Services: TPA, Employee Choice (HMO, PPO, POS, Indemnity), Ancillary Benefits, Dental, Group Life, Section 125, Cal Perks Discounts Min. Case Size: 2-50 –––––––––– Kelsey National Corp. Contact: Mark Kelsey 3030 S. Bundy Dr. Los Angeles, CA 90066 (310) 437-7241 (800) 366-5656 Ext. 241 Fax: (310) 390-3158 email: mk@kelsey.com Website: www.kelsey.com Products/Services: TPAs Min. Case Size: 1 Serving: Nationwide –––––––––– Merchants Benefit Administration, Inc Contact: Brittney Neidhardt 15974 N. 77th St., Ste. 102 Scottdale, AZ 85260 (800) 800-6543 Fax: (480) 776-5050 email: lgenzer@mbaadmin.com Website: www.mbaadmin.com Products/Services: Dental (ind.), Health (Group), Life (Guaranteed Issue) Min. Case Size: 1 Serving: Nationwide –––––––––– MESVision Contact: Mike Schell 345 Baker St. Costa Mesa, CA 92626 (800) 877-6372 Fax: (714) 619-4670 email: mschell@mesvision.com Website: www.mesvision.com Products/Services: Group Vision Plans (Fully Insured and Self-Funded) Min. Case Size: 5 Serving: Nationwide –––––––––– MVI Administrators Contact: Jeff Van De Moere 1011 Camino Del Rio South, Ste. 300 San Diego, CA 92108 (619) 260-2660 (800) 927-8380 Fax: (619) 260-2666 email: jv@mviadmin.com Website: www.mviadmin.com Products/Services: TPAs –––––––––– MWG Dental Plan & Vision Plan Contact: Robin Williams P.O. Box 14067, Jackson, MS 39236 5720 I-55 N. Frontage Rd. Jackson, MS 39211 (601) 956-2028 Ext.1116 (800) 800-1397 Fax: (601) 956-1702 email: robin.williams@morganwhite.com Website: www.mwgdental.com Products/Services: TPA Min. Case Size: 2 Serving: Nationwide –––––––––– National Retirement Services Inc. (NRS) Contact: Nate Delong 5832 Bolsa Ave., Ste. 100 Huntington Beach, CA 92649 (714) 622-3244 (800) 350-2172 Fax: (714) 622-3189 email: Nate.Delong@NRServices.com Website: www.nrservices.com Products/Services: TPAs, Profit sharing and Defined Benefit Plans Min. Case Size: 1 Serving: Nationwide –––––––––– OptumHealth Contact: Dean Kissel, Regional Sales Director P.O. Box 9472, NV960-1000 Minneapolis, MN 55440-9472 (702)340-3039 email: dean.kissel@optum.com Website: www.optumhealthfinancial.com Products/Services: HSA (Banking), FSA, HRA, COBRA, Retiree, Transportation Serving: Nationwide ––––––––– Pacific Benefits iFlex, Inc. Contact: Mimi Lyon 3090 Fite Circle, Ste. 101 Sacramento, CA 95827 (916) 363-2101 ext. 226 Fax (916) 363-4213 email: mimi@pacificbenefits.com Website: www.pacificbenefits.com Products/Services: TPA, FSA, HRA, HSA, POP, Transportation Serving: Nationwide –––––––––– PayPro Administrators Contact: Bobbi Hamilton Kaelin for Payroll, FSA, HRA, COBRA, HIPAA, QTA, HRIMS, HRA, HSA, Sec. 125 Contact: Felix Acajabon for Pension & Pension Plan Administration 6180 Quail Valley Ct. Riverside, CA 92507 (800) 427-4549 (951) 656-9273 Ext. 226 Bobbi (951) 656-9273 Felix Fax: (951) 656-9276 email: bobbih@pagroup.us email: felixa@pagroup.us email: sales@pagroup.us Website: www.pagroup.us Products/Services: Flex, HRA, COBRA/HIPAA, Pension and Payroll, Section 125, HRIS –––––––––– P&A Administrative Services, Inc. Contact: Rick Neward 411 Marigold Ave. Corona Del Mar, CA 92625 (949) 202-8266 (800) 688-2611 Fax: (716) 855-7156 Email: newardr@padmin.com Website: www.padmin.com Products/Services: FSA, HRA, HSA, Commuter, COBRA and Retiree Billing Min. Case Size: 10 –––––––––– Pinnacle Claims Management, Inc. Contact: Camin Turner, Regional Sales Manager 17620 Fitch, Irvine, CA 92614 (209) 210-8092 Fax: (949) 809-8943 email: cturner@pinnacletpa.com Web site: www.pinnacletpa.com Products/Services: Full-service health benefits administration for self-funded employers. Offering medical, dental, pharmacy, vision, FSA, COBRA, and retiree administration, in addition to integrated disease and care management programs, wellness and more. Online tools, proprietary networks, and customized rerouting available to empower both the employer and their employees. Also provides administration, sales and agent support for Covered Califronia’s Small Business health Options Program (SHOP). Serving: Multiple States –––––––––– Polycomp Administrative Services Inc. Contact: Amanda Asherson 6400 Canoga Ave., Ste. 250 Woodland Hills, CA 91367 (818) 716-0111 (800) 736-7090 Fax: (818) 346-8672 email: aasherson@polycomp.net Website: –––––––––– 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: MGU for Fully Insured Prescription Drug Card Plans for Traditional Employers, Associations, Voluntary Plans, Worksite, Limited Benefit and Indemnity Plans Services: National Registered Adminstrator “TPA” dedicated exclusively to providing Full Turnkey Pharmacy Administration PBR Pharmacy Auditing for Employer Plans Min. Case Size: 100 Serving: Nationwide –––––––––– PRB Insurance and Financial Services 1990 S. Bundy Drive, Ste 410 Los Angeles, CA 90025-1448 (424) 248-2441 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. –––––––––– Precept Insurance Solutions LLC Contact: Lexi Ruben 130 Theory, Ste. 200 Irvine, CA 92617 (949) 955-1430 (800) 344-1430 Fax: (949) 955-9471 email: info@preceptgroup.com Website: www.preceptgroup.com Products: AD&D, Cafeteria Plans, COBRA, Dental (group, ind.); Disability (group); Financial Planning, Health (group, HSA, self funded administration); Life (group term); LTC, Pension (401[k], Pension plans/ profit sharing); Vision; Wellness; Worksite Marketing Serving: Nationwide –––––––––– Qualified Benefits Contact: Gregory Taylor 21031 Ventura Blvd., 12th Flr. Woodland Hills, CA 91364 (818) 594-4900 Fax: (818) 887-3048 email: gregdt@qbillc.com Website: www.qbillc.com Products/Services: TPAs Min. Case Size: 1 Serving: Nationwide –––––––––– Redwood Health Services Contact: John W. Nacol 3510 Unocal Place, Ste. 108 Santa Rosa, CA 95403 (707) 525-4370 (800) 548-7677 ext.121 Fax: (707) 525-4270 email: jnacol@rhs.org Website: www.rhs.org Plan type: PPO, FSA, POP, HRA Products/Services: Health Plans, COBRA, Third Party Administration Min. Case Size: 2-1000 Serving: Nationwide –––––––––– Simplifi Contact: Tod Lawrence 250 Civic Center Drive, Ste. 350 Columbus, OH 43215 (614) 635-8788 (800) 428-8194 email: tod_lawrence@simplifieso.com Website: www.simplifieso.com Products/Services: Customized out-sourced HR, TPAs Min. Case Size: 250 Serving: Nationwide –––––––––– Superior Administrators Inc. Contact: Marcia Delgado 3720 S. Susan St., Ste. 200 Santa Ana, CA 92704 (714) 429-1700 ext. 228 (888) 429-9090 ext. 228 Fax: (714) 429-1393 email: mdelgado@superioradministrators.com Website: www.superioradministrators.com Products/Services: TPA Serving: Nationwide –––––––––– TLC Administrators Contact: Mary Tarell 3340 Walnut Ave., Ste. 290 Fremont, CA 94538 (510) 795-0103 (800) 533-0113 Fax: (510) 795-0858 email: mary@lipman.com Website: www.myrsc.com Products/Services: TPAs Serving: Nationwide –––––––––– TripleChoicePlan Dental Contact: Lawrence V. Kent 1964 Westwood Blvd., Ste. 120 Los Angeles, CA 90025 (310) 470-2343 ext. 0 (800) 489-7577 Fax: (310) 441-5660 email: info@triplechoiceplan.com email: la.quotes@triplechoiceplan.com Website: www.triplechoiceplan.com Products/Services: Dental Min. Case Size: 25 Plan Type: DHMO, PPO, Indemnity, Individual and Group Serving: Nationwide –––––––––– Trust Administrators Inc. Contact: Royce A. Charney, J.D. 1300 Clay Street, Ste. 600 Oakland, CA 94612 (888) 951-5556 Fax: (888) 951-1116 email: rcharney@trustadmin.com Website: www.trustadmin.com Products/Services: TPA for Cafeteria Plans, Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs), Direct Dental and Vision Reimbursement, COBRA, Commuter Benefits, Eligibility & Consolidated Billing Services Min. Case Size: 100 Serving: Nationwide –––––––––– United Administrative Services Contact: Pamela Barrett 6800 Santa Teresa Blvd., Ste. 100 San Jose, CA 95119 (408) 288-4419 Fax: (408) 288-4577 email: pbarrett@uastpa.com Website: www.uastpa.com Products/Services: TPAs Serving: CA –––––––––– Veritas Health Systems Administrators and Insurance Services Inc. Contact: Kevin Nichols 1415 Victor Ave. Redding, CA 96003-4035 (530) 223-7717 Ext. 2488 (877) 313-7700 Ext. 2488 Fax: (530) 223-7719 email: knichols@myveritashealth.com Website: www.myveritashealth.com Products/Services: CDH Plan design and TPA Services Min. Case Size: 2 Serving: Nationwide –––––––––– Zenith American Solutions Contact: Becky Placek 221 Main St., Ste. 250 San Francisco, CA 94105 (415) 536-8268 (800) 388-0508 ext.448268 Fax: (415) 546-0600 email: bplacek@zenith-american.com Website: www.zenith-american.com Products/Services; TPAs Min. Case Size: 500 Serving: Nationwide

Trust Services

Trust Services Global Strategic Advisors Contact: John Dietz 110 Wall St., 11th Floor New York, NY 10005 (888) 435-6030 (212) 671-1188 Fax: (212) 202-4503 email: info@globalstrategicadvisors.com Website: www.globalstrategicadvisors.com Services/Products: Asset Protection & Wealth Preservation Mini Group Size: 35 Serving: Worldwide –––––––––– Liberty Trust Preparation Contact: Robert J. McDonnell 5020 Campus Dr. Newport Beach, CA 92660 (949) 752-7477 (800) 922-7764 Fax: (949) 752-7518 email: robert@rjmlawoffices.com Services/Products: Trust Services –––––––––– Macro Strategic Design Inc. Contact: Bruce Wright P.O. Box 480 Simi Valley, CA 93062 (805) 527-7516 Fax: (805) 527-2720 email: info@macrostrategicdesign.com Website: www.macrostrategicdesign.com Services/Products: Consulting –––––––––– Polycomp Administrative Services Inc. Contact: Ed Dillon, CEO 3000 Lava Ridge Court, Ste 130 Roseville, CA 95661 (916) 773-3840 Fax: (916) 773-3848 Website: www.polycomp.net Services/Products: Retirement Plan Administration, Self-Directed IRAs, Association Trust Services ––––––––– 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 Services/Products: Annuities, Life Insurance Trust, Investment Advice, Charitable Remainder Trust, Sep-IRA, Simple IRA, Roth IRA, Deferred Sales Trusts, Life Settlements, Pensions, CRTs, Long Term Care, California Partnership Serving: Nationwide –––––––––– Trustmakers.com Contact: John Dietz 110 Wall St., 11th Floor New York, NY 10005 (888) 916-7070 ext. 802 Fax: (212) 202-4503 email: john@trustmakers.com Website: www.trustmakers.com Services/Products: Asset Protection & Wealth Preservation Mini Group Size: 35 Serving: Nationwide –––––––––– The Wright Company Contact: Bruce Wright P.O. Box 480 Simi Valley, CA 93062 (805) 527-7516 Fax: (805) 527-2720 email: info@thewrightco.com Website: www.thewrightco.com Services/Products: Consulting

Worksite Marketing

AFLAC, Torrance Contact: Cameron Bell 2390 Crenshaw Blvd., Ste. 307 Torrance, CA 90501 (626) 379-4265 Fax: (909) 266-9622 email: cameron_bell@us.aflac.com Website: www.aflac.com Website: www.aflacforbrokers.com Products: Group (Accident, CI, COBRA, STD, Dental, Hospital, Life), Group Worksite Products with Guarantee Issue, Specializing in Credit Unions Services: Implementation, Employee Communication, One-On-One Enrollments, Cafeteria Plan, Enrollments, Online Enrollments, Specializing in Credit Unions Min. Case Size: 100+ Ind., 100+ Group Serving: CA ––––––––– AFLAC, Los Angeles Contact: Adam Michaels 12121 Wilshire Blvd., Suite 1000 Los Angeles CA 90025 (310) 744-6101 Fax: (310) 744-6199 email: adam_michaels@us.aflac.com Website: www.aflac.com Minimum Group Size: 3 Products/Services: Group & Individual Lines (Accident, CI, Cancer, Hosp., Disability, Life, Dental, Vision) Guarantee Issue, Sec. 125, FSA, Parking & Transit, COBRA, Core Enrollment, Benefit Statements, Per Diem Available Serving: Nationwide ––––––––– AIG Benefits Solutions Employee Benefits Solutions Contact: David Connelly, Regional Manager 3 MacArthur Place, Ste. 500 Santa Ana, CA 92707 (714) 428-5266 Fax: (888) 400-0052 email: david.connelly@aigbenefits.com Website: www.aigbenefits.com Products/Services: Dental, Vision, Life, Limited Healthcare, Stop LossDisability and Worksite Benefits Serving: AZ, CA, CO, NM, NV, UT, WY –––––––––– AIG Benefits Solutions Employee Benefits Solutions Contact: Jorge Aldana 777 S. Figueroa St., 18th Flr. Los Angeles, CA 90017 (213) 689-3929 Fax: (866) 716-6722 email: jorge.aldana@aigbenefits.com Website: http://www.aigbenefits.com Products/Services: Dental, Vision, Life, Disability and Worksite Products Serving: Southern California Area –––––––––– 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: ACA medical GAP plans, Accident; Critical Illness; Dental (ind., group); LLife Insurance Quote engine for websites Serving: Nationwide —————- Allstate Benefits Contact: Shaun Walti, Regional Dir., CA 450 Exchange, Ste. 250 Irvine, CA 92602 (714) 916-7193 email: shaun.walti@allstate.com Website: www.allstatevoluntary.com; www.allstatebenefits.com Products/Services: Worksite Marketing, Voluntary Benefits Min. Case Size: 3 Serving: Nationwide –––––––––– Assurity Life Worksite Division Contact: Jim Quinney–Caliwaii Ins. Mktg. 3031 Stanford Ranch Rd., Ste. 2, #230 Rocklin, CA 95765 (916) 781-9850 ext. 1001 Fax: (916) 259-1844 email: jim@caliwaii.com Website: www.assurity.com Products/Services: Worksite Marketing Min. Case Size: 5 Serving: Nationwide –––––––––– benefitsCONNECT® Contact: Jeff Franklin, Director of Business Development 3101 Zinfandel Drive., Ste. 200 Rancho Cordova, CA 95670 (916) 421-4000 Fax: (916) 307-5760 email: info@benefitsconnect.net email: sales@benefitsconnect.net email: jeff@benefitsconnect.net Website: www.benefitsconnect.net Products/Services: Online Benefits Enrollment and Administration Serving: Nationwide –––––––––– Chimienti & Associates Insurance Services Contact: Toney Chimienti 3400 Mineral King, Ste. B Visalia, CA 93291 (877) 733-1670 Fax: (559) 733-8058 email: info@chimienti.com Web: www.chimienti.com Products: Medical GAP plans, PremiumSaver AKA the Insured HRA, Guarantee Issue Voluntary Disability, Critical Illness, Accident, Dental, Vision, Term, UL, WL Life Insurance, COBRA-HSA-HRA-Sec. 125 Adminstration Services: Internet based Employee Benefits Enrollment with Billing & Eligibility Management Techonology, incudes Self Serve w/Chat Session and Call Center enrollment Serving: 40 states —————- Colonial Life & Accident Insurance Company Contact: Joe Willingham, West Region Vice President of Sales 600 Corporate Pointe, Suite 1150 Culver City, CA 90230 (424) 888.7009 (402) 889-0852 Fax: (310) 348-9594 email: jwillingham@coloniallife.com Products/Services: Disability, Life, Accident, Cancer, Critical Illness, supplemental health, benefits communication, enrollment. Minimum case size: 3 Serving: Nationwide –––––––––– Combined Worksite Solutions Contact: Nathaniel Johnson email: nathaniel.johnson@combined.com Website: www.combined.com (818) 388-6079 Products/Services: Disability income Protector, Universal Life Protector, Accident Protector Plus, Accident and Sickness Protector, Cancer Care Protector, Critical Care Protector, Catastrophic Accident Protector, Personal Accident, Term life Protector, Personal Accident Protector, Champion Accident, Champion Critical Illness Lifetime Benefit Term –––––––––– Ebix Health Contact: Ed Buck 1300 E. Shaw, Ste. 109 Fresno, CA 93710 (877) 805-2828 ext. 204 Fax: (559) 256-1009 email: ed.buck@ebix.com Website: www.ebix.com Products/Services: Quoting Group/IFP, Websites, HR connect; HR Support Center, Payroll, COBRA, POP, FSA, EAP, HR Resources, Voluntary Benefits Serving: CA, CO, CT, DE, DC, FL, GA, MD, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA, WA –––––––––– Freedom Equity Group Contact: Ron Petroinovich 8885 Rio San Diego Dr. Suite 265 San Diego, CA 92108 (877) 329-6608 Fax: (619) 870-0212 email: ceopetro@fegcorp.com Website: www.freedomequitygroup.com Products/Services: Critical Illness, Worksite, Life (index & UL) Serving: Nationwide ——————– Pram Insurance Services Inc. Contact: David P. Wilson, CEO 711 East Imperial Highway, Ste. 100 Brea, CA 92821 (714) 671-3951 ext. 12 Cell (714) 904-7850 Fax: (714) 255-0977 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 —————- Peter Lyman Insurance Agency Southern California Contact: Peter T. Lyman, Founder and Cell: (805) 617-8700 Office: (805) 845-2377 8 South Voluntario St., Ste. A Santa Barbara, CA 93103 Email: peter@lymaninsurance.com Website: www.lymaninsurance.com Products: Voluntary and Ancillary Products, Worker’s Comp, HR Resource Services, Property and Casualty —————- Transamerica Employee Benefits Contact: Shawn Smith Territory VP-Western Region 28556 Malabar Rd. Trebuco Canyon, CA 92679 Cell: (949) 278-6097 email: shawn.smith@AEGONUSA.com Website: www.transamericaworksite.com Home Office Contact: Debbie Cooley 1400 Centerview Dr. Little Rock, AR 72211 (501) 227-1271 Website: www.transamericaemployeebenefits.com Products/Services: Worksite Marketing Serving: Western US. –––––––––– 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/Services: Worksite Marketing, Benefits Plan Design & Broker Education –––––––––– Voluntary Benefits Conference Contact: Megan Chiarello 4371 Northlake Blvd., Suite 331 Palm Beach Gardens, FL 33410 (561) 792-4418 Fax: (866) 536-7041 email: info@voluntarybenefitsmagazine.com Website: www.voluntarybenefitsconference.com Products: Voluntary Benefits, Gap Plans, Ancillary Benefits Serving: Nationwide –––––––––– 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 ––––––––––