ACCENT INSURANCE BROKERAGE
Contact: Melissa Shaw
26477 Rancho Pkwy. South
Lake Forest, CA 92630
(949) 699-1662 Ext. 204
Fax: (949) 699-1069
e-mail: Melissa@FCN.com
Website: www.MelissaShawPlanner.com
Website: www.FCN.com

Products: Life Insurance (wholesale insurance for the financial professional); Long Term Care; Financial counseling.
Serving: CA
––––––––––

ACE BENEFITS GROUP, LLC
Contact: Jaron P. Hamlett, Sr.
1918 Riverside Drive
Los Angeles, CA 90039
(323) 805-2923
Fax: (323) 345-5089
e-mail: jp@acebenefitsgroup.com
Website: www.acebenefitsgroup.com

Products:  Accident; Annuities; Critical Illness; Disability (ind., group); Life (whole, universal, term, group); LTC, Supplemental Benefits
Serving: CA
––––––––––

ADVANCED EQUITIES INSURANCE SERVICES/FIRST ALLIED
Contact: Vere Reynolds-Hale
655 W. Broadway, Suite 1050
San Diego, CA 92101
(619) 702-9600
Fax: (619) 702-9670
(619) 819-9035
e-mail: vreynolds-hale@firstallied.com
Website: www.advancedequities.com

Products: Annuities (fixed, indexed); Life (term,  universal life, index universal life, variable universal life, whole life); Long Term Care Insurance, Disability, Life Settlements
Serving: Nationwide
––––––––––

AFFORDABLE HEALTH INSURANCE SALES & SERVICE INC.
2359 West Torrance Blvd.
Torrance, CA 90501
(310) 320-4040
(800) 332-1990
Fax: (310) 320-0904
Website: www.ahi-affordablehealth.com

Products: Dental (ind., group); Health (group, ind., international major medical, Medicare supplement, short-term major medical); Vision
Serving: All CA
––––––––––

AIGILIS CORPORATION
Contact: Mark Gebhardt
P.O. Box 953279
Lake Mary, FL 32795
(407) 324-3921
(800) 874-9707
Fax:(480) 287-8574
e-mail: info@aigilis.com
Website: www.aigilis.com

Products: Dental (ind. group); Critical Illness, Worksite, Online Resources, Prescription Drug Plans,  Weight Loss, Wellness
Serving: Nationwide
––––––––––

AIS
Contact: Douglas Shimada
One Kaiser Plaza, Ste. 1333
Oakland, CA 94612
(510) 893-5331
(800) 788-6524 ext. 125
Fax: (510) 893-4445
e-mail: doug@ais-insurance.com
Website: www.ais-insurance.com

Products: Ancillary, Dental, Disability, Health, Life (group); TPAs, Vision
Serving: AZ, CA, ID, KY, MT, NM, NV, OH, OR, TX, WA
––––––––––

ALTERNATIVE HEALTH INSURANCE SERVICES, INC.
Contact: Brian Gorman
2245 N. Green Valley Pkwy., Ste. 315
Henderson, NV 89014
800-331-2713
Fax: (208) 567-2507
e-mail: brian@alternativeinsurance.com
Website: www.alternativeinsurance.com

Products Acupuncture; Chiropractic; Critical Illness; Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, prescription drug card, short-term major medical); Life (term)
Serving: CA, NV
––––––––––

AMERICAL ADVANCED INSURANCE SOLUTIONS, LLC
1964 Westwood Boulevard, Suite 120
Los Angeles, CA 90025
Contact: Gene Tapper
(310) 441-5699 ext 169
(866) 311-2656 ext. 169
Fax: (310) 441-5660
e-mail: gtapper@americalLTC.com
Website: www.americalltc.com
Website: www.ltc411.com

Products: LTC
––––––––––

AMERICAN ASSOCIATION FOR QUALITY HEALTH CARE
Contact: Nancy Ginter
23251 Mullholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
e-mail: info@aaqhc.com
Website: www.aaqhc.com

Products: Dental (ind., group); Health (group); Vision
Serving: CA
––––––––––

AMERICAN CAPITAL SECURITY CORP.
Paradigm Insurance Marketing
Contact: Paul D. Kaplan, CLU
16601 Ventura Blvd., Ste. 307
Encino, CA 91436
(818) 380-0034
(800) 822-7251
Fax: 818-380-0203
e-mail: paul@paradigmins.com
Website: www.paradigmins.com

Products: Annuities (ind.); Life (special risk, survivor, term, universal life); 419(e) single employer retirement reimbursement plan.
––––––––––

AMERICAN INSURANCE BROKERS INC.
Contact: Nancy Ginter
23251 Mulholland Dr.
Woodland Hills, CA 91364-2732
(818) 591-8700
(800) 669-8700
Fax: (818) 591-8722
e-mail: info@aib4insurance.com
Website: www.aib4insurance.com

Products: Dental (ind., group); Health (group); Vision
Serving: CA
––––––––––

THE ANNUITY STORE
Contact: Jim Green
1451 River Park Drive, Suite 130
Sacramento, CA 95815
(916) 924-9601
(800) 825-6094
FAX: (916) 924-0670
e-mail: 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
1235 N. Blue Gum, Ste. A
Anaheim, CA 92806
(714) 630-2801
(800) 498-6880
Fax: (800) 630-6344
Fax: (714) 630-1085
e-mail: nbirchard@appliedga.com
Website: www.appliedga.com

Products: Final Expense, Health (critical illness, Medicare supplement, short-term major medical, simplified issue)’ Life
Serving: Nationwide
––––––––––

ARROYO INSURANCE SERVICES
Contact: Tim Pine
18662 MacArthur Blvd, Ste. 200
Irvine, CA 92612
315 Montgomery Street, Ste. 200
San Francisco, CA 94104
(800) 401-6764
Fax: (714)984-4023
e-mail: tim@socalinsurancebroker.com
e-mail: timp@arroyoins.com
Website: www.socalinsurancebroker.com

Products: Workers’ Comp
Serving: Nationwide
––––––––––

ARROYO INSURANCE SERVICES
Contact: Ernest G. Lee
P.O. Box 2500
Danville, CA  94526
(925) 299-8000 ext 8888
e-mail: erniel@arroyoins.com
Website: www.arroyoins.com

Products: Life, Health, Property & Casualty
Serving: Nationwide
––––––––––

ASSETS UNLIMITED INC.
Contact: Bill Metzger
1901 S. Bascom Ave., Ste. 1005
Campbell, CA 95008
(408) 879-3850 Fax: (408) 879-3855
e-mail: 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
e-mail: chris@ccsbinsurance.com

Products: Dental (group); Health (ind.)
Serving: CA
––––––––––

BARRY J. FISHER/PARADIGM INSURANCE MARKETING
Contact: Barry J. Fisher
5425 Farralone Ave. Suite 10
Woodland Hills, CA  91367
(818) 444-7730 (888) 279-3591
Fax: (818) 337-7133
e-mail: barry@paradigmins.com
Website: www.bjfim.com

Products:: LTC
Serving: Nationwide
––––––––––
BEERE & PURVES INC.
Contact: Jennifer Lisanti
1350 Treat Blvd., Ste. 470
Walnut Creek, CA 94597
(888) 722-3373
Fax: (925) 975-0661
e-mail: jlisanti@beerepurves.com
Website: www.beerepurves.com

Products: Dental (group); Health (group); Life (group); Vision (group)
Serving: CA
––––––––––

BELAIR INSURANCE SERVICES INC.
Contact: Barry A. Sikov
522 S. Sepulveda Blvd., Ste. 207
Los Angeles, CA 90049
(310) 476-9720
(888) 327-4568
Fax: (310) 476-9731
e-mail: insurer9@aol.com

Products: Acupuncture, Annuities (ind.,variable); Cafeteria Plans, Cancer, Chiropractic, COBRA Compliance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (ind., HSA, group, integrated plans, international major medical, Medicare bridge, Medicare supplement, short-term major medical); Life (group term, survivor, term, universal life, variable); LTC, Pension (pension plans/profit sharing, 401[k]); Vision, Workers’ Comp
Serving: CA, DC, FL, MT, NV, TX
––––––––––

BENEFITMALL
Contact: Chris Peters
466 W. Fallbrook, Ste. 102
Fresno, CA 93711
(800) 477-1432
Fax: (559) 436-2544
e-mail: anned@BenefitMall.com
Website: www.BenefitMall.com

Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (group, HSA, ind., Medicare supplement, prescription drug card, short-term major medical); Life (group term, term); Pension (401[k]); Vision
Serving: Nationwide
––––––––––

BENEFITMALL
Contact: Chris Patton
21300 Victory Blvd., Ste. 400
Woodland Hills, CA 91367
(818) 226-6502
(800) 877-0101
Fax: (818) 226-6598
e-mail: fred.robertson@benefitmall.com
Website: www.BenefitMall.com

Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (ind., group, HSA, Medicare supplement, short-term major medical); Life (group term, term); Pension (401[k]); Vision
Serving: Nationwide
––––––––––

BENEFITMALL
Contact: Tom Lindberg
Janice Da Rosa
1000 Burnett Ave., Ste. 440
Concord, CA 94520
(925) 969-3204
(800) 354-6926
Fax: (925) 969-3238
(877) 230-8160
e-mail: tom.lindberg@BenefitMall.com
e-mail: tinab@Benefitmall.com
Website: www.BenefitMall.com

Products: Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (ind.); Health (group, HSA, ind., Medicare supplement, short-term major medical); Life (group term, term); Pensions (401[k]); Vision
Serving: Nationwide
––––––––––

BENEFITMALL
Contact: Stephanie Bullis
500 N. College Blvd., Ste. 1400
Orange, CA 92868
(714) 940-1146
(800) 966-3791
Fax: (714) 940-1198
e-mail: stephanieb@BenefitMall.com
Website: www.BenefitMall.com

Products: AD&D, Cafeteria Plans, COBRA Compliance, Dental (ind., group); Disability (group, ind.); Health (ind., group, HSA, Medicare supplement, short-term major medical); Life (group term, term); Pensions (401[k]); Vision
Serving: Nationwide
––––––––––

BENEFIT RESOURCES GROUP
Contact: David C. Comer
3415 S. Sepulveda Blvd., 7th Floor
Los Angeles, CA 90034
(310) 482-6772
(800) 471-6588
Fax: (310) 482-6704
e-mail: dcomer@brg-ca.com
website: www.brg-ca.com
Mailing Address:
1201 Alta Loma Rd.
West Hollywood, CA 90069

Products: Annuities (ind.); Dental (group); Disability (ind., group); Health (international major medical, group, HSA, Medicare supplement); Life (group term, term, universal life, whole life); LTC, Pension (401[k])
Serving: Nationwide
––––––––––

BEN-E-LECT
Contact: Marketing Department
5429 Avenida de Los Robles, Ste. A
Visalia, CA 93291
(559) 733-1240
Fax: (559) 635-6527
Website: www.benelect.com

Products: Cafeteria Plans, Dental (group); Health (consumer-driven, group, HRA, HSA, integrated plans, self-funded administration); Vision, Life (group), Debit Card
Serving: AZ, CA, NV, CO, IN, VT, TX
––––––––––

BERBOWER INSURANCE AGENCY & BROKERAGE
Contact: Mark Berbower
P.O. Box 7688
Stockton, CA 95267-0688
(209) 405-1088
Fax: (209) 476-1101
e-mail: 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 HEALTHCARE RATES.COM
Contact: Tom Carolan
P.O. Box 1216
Arroyo Grande, CA 93421
(877) 812-5111
Fax: (805) 481-7299
e-mail: info@besthealthcarerates.com
Website: www.besthealthcarerates.com

Products: Dental (group, ind.); Disability (group, ind.); Health (group, ind., HSA’s; short term major medical); Life (group term, guaranteed issue, single premium whole life, survivor, term, universal life, variable life, whole life); Vision
Serving: CA, GA
––––––––––

BEST LIFE AND HEALTH INSURANCE COMPANY
Contact: CA Sales Representative
2505 McCabe Way
Irvine, CA 92614-6243
(888) 210-BEST
(800) 237-8543
Fax: (949) 553-0883
e-mail: info@bestlife.com
Website: www.besthealthplans.com

Products: Dental (group, PPO & indemnity); Life (group term, guarantee issue), Vision (indemnity)
Min. Case Size: 2
Serving: 37 States
––––––––––

BEST Re
Contact: Ingrid Martin
2505 McCabe Way
Irvine, CA 92614-6243
(877) 868-5775
Fax: (949) 222-2182
e-mail: bestre@bestre.net
Website: www.bestre.net

Products: Medical Stop-Loss Insurance
Serving: Nationwide
––––––––––

BILL PROCTOR & ASSOCIATES
Contact: Bill Proctor
42800 Bob Hope Dr., Ste. #209B
Rancho Mirage, CA 92270
(760) 568-5348
Cell: (760) 851-4552
Fax: (760) 568-3309
e-mail: 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: All of CA
––––––––––

BRILLIUM INSURANCE & FINANCIAL SERVICES
Contact: David J. Kono
1319 Spazier Ave.
Glendale, CA 91201-1149
(818) 359-8689
e-mail: dajkono@yahoo.com

Products: Annuities (group, ind.); Cafeteria Plans, Cancer Insurance, Dental (ind., group); Disability (ind., group); Financial Planning, Health (group, HSA, ind., Medicare supplement, prescription drug card, short-term major medical); Life, (group term, guaranteed issue, policy exchange, survivor, term, universal life, variable, whole life), LTC, Vision, Workers’ Comp.
Serving: Los Angeles & Orange Counties
––––––––––

BROKERS MARKETING SERVICES INC.
Contact: Earle Robinson, Mitch Hicks
3625 Del Amo Blvd., Ste. 380
Torrance, CA 90503
(800) 870-8702
(310) 793-8808
Fax: (310) 793-8816
e-mail: info@bmsmarket.com
Website: www.bmstoolkit.com

Products: Annuities (fixed, index & medical underwritten SPIA’S); Critical Illness; Disability (ind., group); Medical (international major medical), Life (term, whole life, universal, single premium, survivorship, Life Settlements), Long Term Care; Pension (401[k], pension/profit sharing).
Serving: CA, OR, TX
––––––––––

BROWN & ASSOCIATES
Contact: Michael B. Brown
24012 La Chiquita Dr.
Mission Viejo, CA 92691
(949) 770-7679
e-mail: MB2email@cox.net

Products: Cafeteria Plans, Dental ( ind ., group); Disability (ind., group); Health (ind., group); Life (ind., group); LTC, Worksite Marketing, Vision
Serving: Nationwide & International
––––––––––

BRYSON FINANCIAL GROUP
Contact: Trent Bryson
100 Oceangate, Ste. 401
Long Beach, CA 90802
(562) 435-4267
Fax: (562) 435-5639
e-mail: trent@brysonfinancial.com
Website: www.brysonfinancial.com

Products: Dental (ind., group); Disability (ind.); Financial Planning, Health (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: LA & Orange Counties

––––––––––

BSI INSURANCE SERVICES, INC.
Contact: Jim Cerf or Brandi Covington
421 Petaluma Boulevard North
Petaluma, CA 94952
(707) 778-8581
(800) 972-1474
Fax: (707) 778-0836
e-mail: bsi4ltc@pacbell.net

Products: Annuities (ind.); Health (Medicare supplement insurance); Life Insurance (term, universal life); Long Term Care Insurance
Serving: Nationwide
––––––––––

CALIBRATED CAPITAL INC.
Calibrated International Benefits
International medical, international Life,
International K&R
Contact: Lisa Nguyen Cambria, LUTCF
P. O. Box 1208
Novato, CA 94948
(415) 892-3116
e-mail: lisa@calibrated.net
Website: www.calibrated.net

Products: International Risks for Life, Major Medical, Disability, K&R, Travel, Terrorism and more
Serving: Worldwide
––––––––––

CALIFORNIA GUARDIAN BROKERAGE
Offices throughout California
1550 West Colorado Blvd
Pasadena, CA 91105
(800) 775-1970 ext 6
For Quotes & Illustrations: www.calbrokerage.com/quotes
For Sales Kits, Tools & Brochures: www.calbrokerage.com/sales

Products:  Disability Income, Life, LTC,
Serving: CA
––––––––––

CALIFORNIA LONG TERM CARE INS. SERVICES INC
Contact: Louis Brownstone
Contact: Katie O’Rouke
1601 Bayshore Hwy., Ste. 360
Burlingame, CA 94010
(650) 692-5202
(800) 303-1527
Fax: (650) 692-5204
e-mail: katie@cltcinsurance.com
e-mail: louis@cltcinsurance.com
Website: www.californialongtermcare.com
S. CA Office:
160 Newport Center Dr., Ste. 205
Newport Beach, CA 92660
(949) 760-1122
(888) 320-8600
Fax: (949) 760-1155

Products: LTC Sales & Marketing
Serving: Nationwide
––––––––––

CAL NET INSURANCE AGENCY
Contact: James Lin
17595 Almahurst Rd., Ste. 206
City of Industry, CA 91748
(626) 964-9757
Fax: (626) 964-9695
e-mail: mailbox@calnetins.com

Products: Life (term, universal life, whole life)
Serving: Los Angeles & Orange Counties
––––––––––

THE CAMDEN INSURANCE AGENCY
Contact: Phil Needleman
3255 Wilshire Blvd., Ste. 1610
Los Angeles, CA 99010
(213) 384-0084
e-mail: phil@thecamden.com
e-mail: peter@thecamden.com
Website: www.TheCamden.com

Products: Vision (employee paid and voluntary HMO, PPO); Dental (HMO, EPO, PPO,)
Serving: Nationwide
––––––––––

CAMPBELLS ADMINISTRATION INC.
1851 E. First St,
Santa Anna, CA 92705
(714) 669-0445
(800) 660-0445
Fax: (714) 669-0541
e-mail: admin@401plans.com
Website: www.401plans.com

Products: Pension (401[k], pension plans/profit sharing)
Serving: Los Angeles, Orange, San Diego & Riverside Counties
––––––––––

CARMICHAEL ASSOCIATES
Contact: Stan Carmichael
2535 Townsgate Rd., Ste. 213
Thousand Oaks, CA 91361
(805) 379-9374
Fax: (805) 379-1585
e-mail: mail@carmicassoc.com
Website: www.carmichaelassociates.com

Products: Annuities (ind.); Health (group, ind., integrated plans, Medicare bridge, Medicare supplement, self-funded); Life
Serving: CA
––––––––––

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
e-mail: joe@cassaniinsurance.com
Website: www.cassaniinsurance.com

Products: Annuities (ind., variable); Critical Illness, Disability (ind.); Health (International Major Medical): Life (group term, guaranteed issue, living payout option, secondary market for life, policy exchange, single premium whole life, special risk, survivor, term, whole life, secondary market for life insurance); LTC, Pension, Worksite Marketing, 419
Serving: AK, AZ, CA, CO, FL, HI, ID, IL, KS, LA, MI, MO, MT, NC, NV, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY
––––––––––

CAVALIER ASSOCIATES INSURANCE SERVICES LLC
Contact: Jason Cavalier
2801 Townsgate Rd., Ste. 350
Westlake Village, CA 91361
(800) 350-2019
Fax: (805) 371-4899
e-mail: jason@cavalierassociates.com
Website: www.cavalierassociates.com

Products: Annuities (ind.,variable); Disability, Life (term, universal life, survivor, whole life, secondary market for life insurance)
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
e-mail: 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
Website: www.cencoinsurance.com

Products: Annuities (ind., variable); Disability (ind.); Life (indexed life, survivor, term, variable, universal life, whole life); LTC, Pension (401[k], pension plans/profit sharing)
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: toney@chimienti.com
Website: www.chimienti.com

Products: Worksite Marketing, Health (Med GAP; limited medical, prescription drug card); Dental, Vision, Disability; Life; Critical Illness; Accident
Services: Worksite Enrollment, Online Billing, Eligibility Management, HRIS Technology, Online with Call center Enrollment support Nationwide
Serving: Nationwide
––––––––––

CLAREMONT INSURANCE SERVICES
Contact: Michael Traynor, President
2999 Oak Rd., Ste. 810
Walnut Creek, CA 94597
Phone: (800) 696-4543
Direct: (925) 296-8800
Fax: (925) 588-2425
Business Hours: 8:00 am to 5:00 pm
e-mail: michael@claremontcompanies.com
Website: www.claremontcompanies.com

Products: Cafeteria Plans, COBRA Compliance, Dental (group); Disability (Group); Health (group); Health (HSA); Life (group term, term, universal, whole life); Vision
Serving: N. CA
––––––––––

CMG INSURANCE SERVICES
Contact: Cheri Murphy-Geary
2933 Gold Pan Court, Ste. E
Rancho Cordova, CA 95670
(916) 858-1600
(800) 842-9893
Fax: (916) 858-1607
e-mail: cmgins@aol.com

Products:Cafeteria Plans, Chiropractic, Dental (ind., group); Disability (ind., group); Health (ind., group, HSA, Medicare supplement, prescription drug card, self-funded, short-term major medical); Life (group term, term, universal life, whole life); Vision, Worksite Marketing
Serving: Sacramento & Bay Area, N. CA
––––––––––

COHEN INSURANCE SERVICES
Contact: Marvin Cohen
21 West Laurel Dr., #54
Salinas, CA 93906
(831) 442-5511
Fax: (831) 442-5611
e-mail: mscohencsa@aol.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
––––––––––

COLONIAL LIFE EMPLOYEE BENEFITS
Contact: Michael J. McCormick
29811 Santa Margarita Pkwy., Ste. 100
Rancho Santa Margarita, CA 92688
(949) 452-9201
Fax: (949) 452-9209
E-mail: benecom@att.net

Products: AD&D, Section 125, Cafeteria Plans, Critical llness; Disability (ind., group); Health Savings Accounts; life (group term guaranteed issue, universal life, term, whole life); LTC; Prescription Drug Card; Vision; Worksite Marketing
Serving: S. CA
––––––––––

CORY STEPANEK. CLTC (GENWORTH FINANCIAL)
SUNCOAST OFFICE
Contact: CORY STEPANEK
1935 Camino Vida Roble, Ste. 240
Carlsbad, CA 92008
(760) 752-1935
Fax: (760) 481-3270
e-mail: cstepanek@genworthltc.com
Website: www.genworth.com/suncoast

Products: Long Term Care
Serving: Nationwide
––––––––––

CPS/INTEGRATED MARKETING & INSURANCE SERVICES
Contact: Raymond McMannis
18551 Von Karman Ave., Ste. 150
Irvine, CA 92612
(949) 863-0700
(800) 326-LIFE
Fax: (949) 225-7101
e-mail:  rmcmannis@cpsinsurance.com
Website: www.cpsinsurance.com

Products: Annuities (variable, ind.); Critical Illness; Disability Income (ind.); Life (group term, guaranteed issue, single premium whole life, special risk, survivor, term, universal life, variable life, whole life); LTC
Serving: Nationwide
––––––––––

CPS SACRAMENTO/LONG INSURANCE SERVICES
Contact: David Long
1610 Arden Way, Ste. 135
Sacramento, CA 95815
(916) 481-6290
(800) 922-6290
e-mail: larry@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
e-mail: parks@cpsinsurance.com
Website: www.cpsimis.com

Products: Annuities (ind.); Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor term, universal life, whole life); LTC
Serving: San Diego & Nationwide
––––––––––

CPS/NEW GENERATION INSURANCE MARKETING
Contact: Donald Cravitz, Tony Cravitz
15650 Devonshire St., Ste. 312
Granada Hills, CA 91344
(818) 920-1777
e-mail: tcravitz@cpsnewgen.com
Website: www.cpsnewgen.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
––––––––––

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
e-mail: ron@ronviola.com
Website: www.ronviola.com

Products: Annuities (ind.); Critical Illness, Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, secondary market for life insurance)
Serving: Nationwide
––––––––––

CREEKMORE INSURANCE GROUP
Contact: Patrick McDaniel
365 Aulin Avenue.
Oviedo, FL 32765
(407) 359-5101 ext. 346
(800) 359-5102
Fax: (407) 359-5102
e-mail: patrick@lifeagents.com
Website: www.lifeagents.com

Products: Annuities (ind.); Financial Planning, Life (group term; guaranteed issue, policy exchange, single premium whole life; special risk, survivor, term, universal, whole life, life settlement); LTC
Serving: Nationwide
––––––––––

CRITICAL ILLNESS INSURANCE SERVICES
Contact: Gordon Gladstone
18401 Burbank Blvd., Ste 225
Tarzana, CA 91356
(818) 342-9400
Fax: (818) 342-8488
e-mail: ciis@earthlink.net
Website: www.criticalillnessinsuranceservices.com

Products: Critical Illness
Serving: Nationwide
––––––––––

D/A FINANCIAL GROUP OF CALIFORNIA
Contact: Robert J. Sciutto
3 Altarinda Rd., Ste. 300
Orinda, CA 94563
(925) 402-4909
Fax: (925) 317-7680
e-mail: rjs@dafg.com
Website: www.dafinancial.com

Products: Annuities (ind.); Dental (ind., group); Disability (ind., group); Health (group); Life (charitable-giving programs, group term, term, universal life, whole life, variable)
Serving: CA
––––––––––

DAVID W. WHITE & ASSOCIATES
Contact: Donald L. Thomas
3150 Crow Canyon Place, Ste. 200
San Ramon, CA 94583
(925) 277-2663
Fax: (925) 277-2601
e-mail: dthomas@dwassociates.com
Website: www.dwassociates.com

Products:  Dental (ind., group); Disability (ind., group); Health (ind., group); LTC
Serving: San Francisco Bay Area
––––––––––

DEALEY RENTON & ASSOCIATES
Contact: W. Ron Barnett, Kym Hopwood
P.O. Box 12675
Oakland, CA 94604
(510) 465-3090
Fax: (510) 452-2193
e-mail: rbarnett@insdra.com
e-mail: 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 & LTC INSURANCE SERVICES
Contact: Jack B. Schmitz
P.O. Box 6943
San Rafael, CA 94903
(415) 472-4800 (800) 924-2294
Fax: (415) 472-7637
e-mail: jack@di-ltc.com
Website: www.di-ltc.com

Products: Annuities (ind.); Critical Illness, Disability (ind., group); Health (ind.); Life (term, universal); LTC, Worksite Marketing
Serving: CA, NV, OR, AZ
––––––––––

DICKERSON EMPLOYEE BENEFITS INSURANCE SERVICES
Contact: Carl E. Dickerson
Contact: Michael Wolff
1918 Riverside Dr.
Los Angeles, CA 90039
(800) 457-6116
Fax: (800) 878-8501
Fax: (323) 375-1414
e-mail: agentsupport@dickerson-group.com
Website: www.TheBrokersGA.com

Products: Acupuncture, Cafeteria Plans/Sec. 125, Cancer, Chiropractic, Dental (ind., group); Disability (group); Health (ind., group [small, mid & large], integrated plans, Medicare supplement, prescription drug card, short-term, major medical); Life (ind., group-term, term); LTD, STD, LTC, Vision, Workersí Comp., TelaDoc, USNow, and HRConnect.
Serving: CA and the continental US (plus Alaska but excluding Maine).
––––––––––

DIRECT BENEFITS INC.
Contact: Tom Mayer
325 Cedar Street, Ste. 800
St. Paul, MN 55101
(651) 649-3503
(800) 620-5010
Fax: (651) 649-3502
Fax: (612) 395-5309
Cell: (612) 708-8448
e-mail: 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, Ste. B
San Diego, CA 92120-2349
(619) 284-8444
(800) 898-9641
Fax: (619) 325-8444
e-mail: quotes@diservices.com
Website: www.DIServices.com

Products: Disability (ind.)
Serving: Nationwide
––––––––––

DISABILITY INSURANCE RESOURCE CENTER
Contact: Larry Schneider
P.O. Box 21243
Albuquerque, NM 87154
(505) 299-5566
(800) 551-6211
Fax: (505) 299-7788
e-mail: info@di-resource-center.com
Website: www.di-resource-center.com

Products: Disability (group, ind.),
Denied Claims Expert Witness Consultant
Serving: Nationwide
––––––––––

DIVERSIFIED INSURANCE
Contact: Jason
3991 Macarthur Blvd. Ste. 400
Newport Beach, CA 92660
(714) 988-3325
Fax: (949) 502-3292
E-mail: jason@diversifiedinsurancequotes.com
Web Site: www.diversifiedinsurancequotes.com

Products:  Dental (group, Ind.); Disability (Group, Ind); Annuities (Ind, group, var.); Pension (401k); Health (group, ind.); Financial Planning, Life Insurance (Group Term, Single Premium, Term, Universal, Variable, Whole life, Life Settlements); LTC, Worksite Marketing, Workers’ Comp.
Serving: CA
––––––––––

DUNHILL MARKETING & INSURANCE SERVICES INC.
2341 5th Ave.
San Diego, CA 92101
(619) 578-7800
(800) 659-1349
Fax: (619) 578-7819
e-mail: info@dunhillinsurance.com
Website: www.dunhillinsurance.com

Products: Annuities (F.I.A and Multi-Year Guarantee), Estate Planning, Life (charitable giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, variable, whole life, life settlements), LTC, Advanced Markets (Pension Plans, 401(k); Disability, medical director on staff
Serving: Nationwide
––––––––––

EASY INSURANCE MARKETING INC.
Contact: Connie Zarkowski/Greg Halloran
2277 Townsgate Rd., #212
Westlake Village, CA 91361
(805) 379-0590 ext 4
Fax: (805) 379-1292
e-mail: easy@west.net
Website: www.easyinsurance.net

Products:  COBRA Compliance, Critical Illness, 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
e-mail: edglick@eginsurance.net
Website: www.eginsurance.net

Products:  Annuities (ind.); Cancer Insurance, Critical Illness, Dental (ind.); Financial Planning, Health (group, ind., Medicare supplement, short-term major medical); Life (group term, policy exchange, survivor, term, universal life, whole life); LTC
Serving: CA
––––––––––

E PRO INSURANCE AGENCY
Personalized Retirement Options
Contact: Erica L. Salda
463 Los Feliz Dr.
Santa Barbara, CA 93110
(805) 679-3776
e-mail: erica@EPROinsuranceagency.com
website: www.eproinsuranceagency.com

Products:  Annuities (individual); Health (individual, medicare bridge, medicare supplement, short term major medical, charitable giving programs); Life (group term, guaranteed issue, secondary market for life, 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
e-mail: 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
e-mail: info@888fairlane.com
Website: www.888fairlane.com

Products:  Annuities (ind.), Life
Serving: Nationwide
––––––––––

FELDMANN INSURANCE AGENCY
Contact: Maureen Feldmann
72855 Fred Waring Drive, #C15
Palm Desert, CA 92260
(760) 346-6565
Fax: (760) 346-4727
e-mail: mFeldmann@dc.rr.com

Products:  Annuities, Long-Term Care, Health (medicare supplements)
Serving: Riverside County
––––––––––

A FINANCIAL FREEDOM SENIOR FUNDING CORPORATION
Subsidiary of Indymac Bank F.S.B.
Contact: Robert Scott FVP - Wholesale
1 Banting
Irvine, CA 92618
(949) 923- 3845
Fax: (678) 277-3754
(800) 441-4428
e-mail: rscott@financialfreedom.com
Website: www.financialfreedom.com

Products: Reverse mortgage lender
––––––––––

FINANCIAL GRADE SENIOR CONSULTANTS
Contact: Pete Blasi
555 W. Beech Ste. #206
San Diego, CA 92101
(619) 595-0937
Fax: (866) 436-4713
(877) 386-6615
e-mail: info@financialgrade.com
Website: www.financialgrade.com

Products: Health (Medicare Supplement), Prescription Drug Plans, Life (Guaranteed Issue)
Serving: Nationwide
––––––––––

FINANCIAL PLANNERS
Contact: Thomas I. White
2305 Beach Blvd., #105
Jacksonville Beach, FL 32250
(800) 488 -7767
Fax: (866) 857-3554
e-mail: tiw28@bellsouth.net

Products:  Annuities (fixed), Life (guaranteed issue, single premium whole life, second to die, special risk, non-med term for foreign travelers).
Serving: Nationwide
––––––––––

FINANCIAL PROFESSIONALS GROUP
Contact: William T. Wright
26501 Rancho Pkwy., Ste. 102
Lake Forest, CA 92630
(949) 455-0119
(877) 455-0119
e-mail: wwright@fpgonline.com
Website: www.fpgonline.com

Products:  Annuities (ind.); Life (special risk, survivor, term, universal life, variable life, whole life); Premium Finance
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
e-mail: vic@hipi999.com
Website: www.healthinsuranceplaninfo.com

Products:  Dental (ind, group); Vision; Health (group, ind., Int. Major Medical MSA’s; Medicare Bridge; Medicare supplement; short term major med.)
Serving: Nationwide
––––––––––

FIRST RESOURCE INSURANCE SERV., INC.
Contact: Susan J. Edwards
4901 Morena Blvd., # 102B
San Diego, CA 92117
(858) 272-7700
Fax: (858) 272-7704
e-mail: firstresource@sbcglobal.net
Producst: Disability (Ind.); Annuities (Ind.), Life (Ind., Executive, 1035 Policy Exchange, Universal, Term, Whole Life), LTC
––––––––––

FLEMINGS INSURANCE SERVICES
Contact: Hal L. Flemings
3198 Willow Tree Lane
Escondido, CA 92027
(760) 690-2167
(800) 310-8228
Fax: (760) 690-2173
e-mail: 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
(800) 995-5373
(559) 432-6220
e-mail: Kathleen@FlexToday.com
Website: www.FlexToday.com

Products: Cafeteria (Flex) Plans, Health Reimbursement Arrangements, Commuter Choice Benefits, Custom Welfare and Wellness Programs, COBRA Compliance Administration, Retiree Billing and Direct Premium Billing. Note: FlexToday does not sell products
Serving: Nationwide
––––––––––

FLYNN ASSOCIATES INSURANCE MARKETING INC.
Contact: George Cox
21600 Oxnard St., Ste. 650
Woodland Hills, CA 91367-5069
(818) 854-3003
(800) 473-5966
Fax: (818) 737-9103
LTC Hdqtrs:
(818) 854-3034
Fax: (818) 854-3100
e-mail: gcox@flynnassociates.com
Website: www.flynnassociates.com

Products:  Annuities (ind.); Critical Illness, Disability (ind.); Health (international major medical); Life (guaranteed issue, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, life settlements); LTC, Specialty Markets.
Serving: Nationwide
––––––––––

FSD FINANCIAL SERVICES
Contact: Bob Affronti & Jeff Affronti
5530 Corbin Ave., Ste. 333
Tarzana, CA 91356
(818) 881-6970
(800) 373-9697
Fax: (818) 881-6973
e-mail: annuity@earthlink.net
Website: www.fsdfinancial.com

Products:  Annuities (group, ind.); Life (term, universal, whole)
Serving: Most of the U.S.
––––––––––

GENERAL AGENCY INSURANCE DEVELOPMENT SERVICES (GAIDS)
Contact: Don Weide
8901 W. Olympic Blvd.
Beverly Hills, CA 90211
(310) 657-0100
(800) 695-4424 Fax: (310) 652-0305
e-mail: insure@gaids.com
Website: www.gaids.com

Products: Cancer Insurance, Critical Illness, Health (group, ind., HSA, Medicare bridge, Medicare Part D RX, Medicare supplement, international major medical, short-term major medical); Life (group term, term); LTC
Serving: CA, AZ & NV
––––––––––

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
e-mail: gsilverstein@triadinsurancegroup.com
Website: www.triadinsurancegroup.com

Products: AD&D, Acupuncture, Annuities (ind., variable, group contract); Cafeteria Plans, Cancer, Chiropractic, Dental (ind., group); Financial Planning, Disability (ind., group); Health (group, integrated plans, Medicare bridge, HSA, ind., international major medical, Medicare supplement, Medicare bridge, short-term major medical, self-funded); Life (charitable-giving programs, group term, guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, universal life, whole life, variable); LTC, Pension (pension plans/profit sharing, 401[k]), Prescription Drug Card, Vision, Workers’ Comp. (24 Hr. coverage); Worksite Marketing
Serving: Nationwide
––––––––––


HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
Contact: Thomas, J. Hartfield
2731 Erringer Road Ste. 90
Simi Valley, CA 93065
(805) 522-5815
e-mail: Tom@hartfieldfinancial.com
Website: www.hartfieldfinancial.com

Products: Annuities (ind.; Group; Variable), 401(k), Pension Profit Sharing, Financial Planning, Term, Universal Life, Variable Life, Whole Life.
Serving: California
––––––––––

HD MOOERS AND CO.
Contact: Jeff Mooers
P.O. Box 1487
Lafayette, CA 94549-1487
3688 Mount Diablo Blvd.
Lafayette, CA 94549
(925) 283-7310
(800) 303-7310
Fax: (925) 283-4768
e-mail: jeffm@hdmooers.com
Website: www.hdmooers.com

Products:  Annuities (ind., variable); Life (special risk, term, survivor)
Serving: Nationwide
––––––––––

HEALTHCARE MATTERS INSURANCE SERVICES, INC.
Contact: Pamela Leonard
Murrieta, CA 92563
(951) 894-6294
Fax: (951) 894-4994

Products: Dental (group, ind.); Health (group, HSA, ind., Medicare supplement, short-term major medical); Life (term); Prescription Drug Card,
Serving: AZ, CA
––––––––––

HEALTHCARE PRODUCERS INC.
Contact: John Enright
3312 30th Street
San Diego, CA 92104
(800) 815-5622 ext. 103
e-mail: john@healthcareproducers.com
Website: www.healthcareproducers.com

Products: Health (group, ind.)
Serving: AZ, CA, NV
––––––––––

HEALTHINSURANCE.COM INC.
Contact: Warren Blumberg
3030 S. Bundy Dr.
Los Angeles, CA 90066
(310) 737-9300
(800) 644-3491
Fax: (310) 737-9304
e-mail: WB@Kelsey.com
Website: www.HealthInsurance.com

Products:  Health (ind., group)
Serving: 47 States
––––––––––

HEALTHCARESHOPPER.COM, LLC
Contact: Lorenzo Machuca
1891 S. Coast Hwy. , Ste. A
Laguna Beach, CA 92651
(800) 557-5693  (949) 494-3122
Fax: (949) 494-0302 (949) 396-8974
e-mail: info@healthcareshopper.com
Website: www.healthcareshopper.com

Products:  Internet Brokerage Agency
Serving: Nationwide
––––––––––

HTH WORLDWIDE
Contact: Brendan Sharkey
One Radnor Corporate Center, Ste. 100
Radnor, PA 19087
(610) 254-8700
(888) 243-2358
Fax: (610) 293-3529
e-mail: partnerprogram@hthworldwide.com
e-mail: jcappelli@hthworldwide.com
Website: www.hthworldwide.com

Products: Health (group, ind., int. major medical)
Serving: Nationwide
––––––––––

IBP INSURANCE SERVICES
Contact: Peter Kuhn
6920 Santa Teresa Blvd., Ste. 108
San Jose, CA 95119
(408) 363-6004
Fax: (408) 363-6005
e-mail: 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) 818-5199
e-mail: ldibugnara@isislife.com
Website: www.isislife.com

Products: Annuities (ind.); Life (survivorship term life, variable universal life); LTC
Serving: Nationwide
––––––––––

INSURANCE DESIGNERS
Contact: Jim Brennan
21860 Burbank Blvd., Ste. 140
Woodland Hills, CA 91364
(818) 884-9950
(Fax: (818) 676-1372
e-mail: jbrennan@Idala.com

Products: Annuities (ind., variable); Disability (ind.); Life (guarantee issue, life settlements, single premuim whole, special risk, survivor, universal life, term, variable, whole); LTC Serving: CA
––––––––––

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
e-mail: sales@irginsurance.com
Website: www.irginsurance.com

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

INTEGRATED PLANNING SOLUTIONS
Contact: Michael L. Sandfrey
16654 Soledad Canyon Road #294
Canyon Country, CA 91387
(661) 251-6192
(888) 371-1119
Fax: (661) 251-6914
e-mail: msandfrey@ipsfinancial.com

Products: Disability (ind.)
Serving: AZ, CA, NV
––––––––––

I. SANTOS INSURANCE -ASSOCIATES, INC.
Contact: I. Santos
4590 MacArthur Blvd., Ste. 500
Newport Beach, CA 92660
(949) 852-5121
(800) 772-6867
Fax: (949) 852-5112
e-mail: is@isantos.com
Website: www.isantos.com

Products:  Annuties (ind., variable); Financial Planning, Life (charitable-giving programs, group term, guranteed isue, living payout option, single premium whole life, survivor, term, universal life, variable, whole life); LTC
Serving: CA, AZ, NV, OR, LA, TX
––––––––––

ITG WORLDWIDE INSURANCE AGENCY
Contact: Kristin Ash
500 Professional Center Dr., Ste. 515
Novato, CA 94947
(877) 598-8646
Fax: (415) 373-0786
e-mail: email@Itgworldwide.com
Website: www.Itgworldwide.com

Products:  Health, International Health and Travel Medical Insurance
Serving: Worldwide
––––––––––

JACK VAN ROSSUM & ASSOCIATES
Contact: Jack Van Rossum
23 Garden Park Dr.
Chico, CA 95973
(530) 342-6915
Fax: (530) 342-6812
e-mail: jrossum@sbcglobal.net

Products: Financial Planning, Pension (401[k]; pension plans/profit sharing)
––––––––––

JENKINS INSURANCE GROUP
Contact: John Connell
P.O. Box 5668
Concord, CA 94524
(925) 822-9127
(800) 234-6363
Fax: (925) 609-5320
e-mail: jconnell@jenkinsinsgroup.com
Website: www.jenkinsinsgroup.com

Products: AD&D, Cafeteria Plans, Chiropractic, COBRA Compliance, 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
––––––––––

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
e-mail: 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: Vilma Moran
28562 Oso Pkwy., D-526
Rancho Santa Margarita, CA 92688
(949) 481-4671
Fax (949) 481-4674
e-mail: Jeff@jlsfirm.com
e-mail: jlsfirm@cox.net
Website: www.jlsfirm.com

Products: AD&D, Annuities (group, ind.,variable); Cafeteria Plans, Chiropractic Benefit, Dental (group, ind.); Disability (group, ind.); 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, 401(k); Pension plans/profit sharing, Prescription Drug Card, Vision, Workers’ Comp
Serving: S. CA
––––––––––

JOHN HANCOCK FINANCIAL NETWORK
Contact: Frederick Johnson
2401 E. Katella Ave., Ste. 650
Anaheim, CA 92606
(714) 938-9300 ext. 130
Fax: (714) 938-9312
e-mail: fjohnson@jhnetwork.com
Website: www.Jhnetwork.com

Products: Annuities (ind.), Life (survivor, term, universal, whole); LTC
Serving: California
––––––––––

JONES ASSOCIATES FINANCIAL & INS. SVS. INC.
Contact: Douglas Jones
Contact: Melissa Shaw
26477 Rancho Parkway South
Lake Forest, CA 92630
(949) 699-1660
(800) 729-6344
Fax: (949) 699-1069
e-mail: doug@jonesfinancial.com
Website: www.jonesfinancial.com

Products: Annuities (ind., variable, group contract); Disability (ind.); Financial Planning, Life (special risk, survivor, term, universal life, variable, whole life); LTC, Pension (pension plans/profit sharing, 401[k])
Serving: S. CA
––––––––––

KNIGHT & ASSOCIATES
Contact: John H. Knight
10636 Scripps Summit Court, Ste. 112
San Diego, CA 92131
(858) 271-1511
e-mail: jhkjr@sbcglobal.net

Products: Annuities (ind., variable); Dental (group, ind.); Disability (group); Health (group, health HSA, ind., Medicare supplement); Life (single premium whole life, term, whole life); LTC, Pension (401[k], pension plans/profit sharing); Vision
Serving: Nationwide
––––––––––

KOUZMANOFF FINANCIAL INSURANCE SERVICES
Contact: Gerald Kouzmanoff
3878 W. Carson St., Ste. 200
Torrance, CA 90503
(310) 792-7355
(800) 653-8003
Fax: (310) 792-7360
e-mail: kfis@kouzfinancial.com
e-mail: gkouzmnoff@kouzfinancial.com
Website: www.kouzfinancial.com

Products:  Disability (ind.); LTC
Serving: Nationwide
––––––––––

LAKESHORE INSURANCE SERVICES
Contact: Amy L. Yates
7510 Shoreline Dr. , Ste. A-1
Stockton, CA 95219
(800) 350-3989
Fax: (209) 478-5614
e-mail: marketing@cypressadmin.com
Website: www.cypressadmin.com

Products: Dental (group, ind.)
––––––––––

LeCLAIR CORPORATION
Contact: Margaret LeClair
6701 Upper Afton Rd.
St. Paul, MN 55125
(651) 739-2010
(877) 532-5247
Fax:(651) 739-3265
e-mail: 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
e-mail: lis@legacyins.com
Website: www.legacyins.com

Products: Annuities (ind.); Life (guaranteed issue, single premium whole life, survivor, term, universal life, whole life); LTC
Serving: Nationwide
––––––––––

THE LEISHER GROUP
Contact: Badriah Nordstrom
437 S. Highway 101, Ste. 212
Solana Beach, CA 92075
(800) 733-6445
Fax: (858) 793-3003
e-mail: badriah@leishergroup.com
Website: www.leishergroup.com

Products: Life Insurance
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
e-mail: 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
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
e-mail: gay.rowan@gmail.com
Website: www.longtermcareforu.com

Products: LTC; Life; Annuities
Serving: CA
––––––––––

LIFE INSURANCE SETTLEMENTS, INC.
Contact: Oleg Eydelman
550 W. Cypress Creek Rd., Ste. 300
Fort Lauderdale, FL 33309
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
e-mail: Oleg@lisettlements.com
Website: www.lisettlements.com

Products: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing & Compliance Available, Nationwide Assistance Available 24/7
Serving: Nationwide
––––––––––

LIFEPRO FINANCIAL SERVICES, INC.
Contact: Ben Nevejans
11452 El Camino Real, Ste. 401
San Diego, CA 92130
(888) 543-3776
Fax: (858) 259-1742
e-mail: 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: Dave Candelario, Gary Myers, Desare’ Kallingal, Kathy Brody-Tamblin, Kristi Dawson, Sandra Bealu, Shannon Carboni.
1600 W. Hillsdale Blvd.
San Mateo, CA 94402
866-570-LISI (5474)
Fax: 800-336-4465
e-mail: hweiler@lisibroker.com
Web site: www.lisibroker.com

Products: Acupuncture, Chiropractic, COBRA Compliance, Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: N. CA/Bay Area, Monterey and Santa Cruz.
––––––––––

LISI, The Best In Broker Sales Solutions
SACRAMENTO
Contact: Darla Oliver, Ryan Esway
Mary Gelonek, Panthia Smith,
11050 Olson Drive, Ste. 220
Rancho Cordova, CA 95670
866-570-LISI (5474)
Fax: 800-514-5474
e-mail: 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,
Zac Trogdon
30 River Park Place West #100
Fresno, CA 93720
866-570-LISI (5474)
Fax: 800-809-6168
e-mail: mturley@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, Honora Ganey, Jason Herbison, LaMonte Howard, Susan Han, Laurann Malachowski,
15400 Sherman Way, Ste. 230
Van Nuys, CA 91406
866-570-LISI (5474)
Fax: 800-624-1131
e-mail: festrada@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, Gentry Kramer,
Jeff Hoss, Karen Luckman,
Laurie Wolbart, Michele Isaly,
Danielle Sweet
2677 N. Main St., Ste. 350
Santa Ana, CA 92705
866-570-LISI (5474)
Fax: 888-567-5598
e-mail: mturley@lisibroker.com
Web site: www.lisibroker.com

Products: Acupuncture, Chiropractic, COBRA Compliance, Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Workers’ Comp.; Worksite Marketing
Serving: Orange County & Inland Empire.
––––––––––

LISI, The Best In Broker Sales Solutions
SAN DIEGO
Contact: Alonso Contreras, Javier Castaneda,
Christina Diamantis, Susan Tomes
3838 Camino Del Rio North, Ste. 310,
San Diego, CA 92108
866-570-LISI (5474)
Fax: 800-603-1992
e-mail: mvictoria@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); Vision (group); 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
e-mail: lonelight@comcast.net
e-mail:: lonelight@hotmail.com

Products:  Annuities; Financial Planning; Life (life settlements, single premium whole, special risk, survivor, term universal, whole)
Serving: CA
––––––––––

LTC CONNECTS
Contact: Bill Bargfrede
3138 Via De Caballo
Encinitas, CA 92024
(858) 759-9967
e-mail: bill@ltcconnects.com
Website: www.ltcconnects.com

Products: LTC
Areas Served: CA, CO, GA, NC, NJ, NY, OH, SC
––––––––––

MacKELLAR & ASSOCIATES
Contact: Michael MacKellar
3625 Thousand Oaks Blvd., Ste. 232
Westlake Village, CA 91362
(805) 373-0617
Fax: (805) 379-0727
Outside CA: (888) 387-8694
e-mail: mike@mackellerassociates.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: Ted Kilkuskie
65 Madison Ave., #200
P.O. Box 1940
Morristown, NJ 07962-1940
(973) 539-3232
(888) 539-3232
Fax: (973) 539-3737
e-mail: tkilkuskier@madisonbrokerage.com
Website: www.madisonbrokerage.com

Products: Financial Planning, Annuities ( ind. Variable); Charitable Giving Programs, group term, Guaranteed Issue, Policy Exchange, Secondary Market for Life (life settlements); Single Premium Whole Life, Special Risk, Survivor, Term, Universal Life, Variable Life, Whole Life, LTC.
Serving: Nationwide
––––––––––

MARSH PRIVATE CLIENT LIFE INSURANCE SERVICES
Contact: Micheal Herron, Sales Manager SVP
20750 Ventura Blvd., Ste. 300
Woodland Hills, CA 91364
(818) 932-7100
(800) 395-9888
Fax: (818) 932-7198
e-mail: salesmarketing@marshpclis.com
Website: www.marshpclis.com

Products: Critical Illness, Annuities (ind., group), Financial Planning, Life (charitable giving programs, apecial risk, aurvivor, term, universal, variable, whole life, life settlements), LTC, Worksite Marketing.
Serving: Nationwide
––––––––––

MERCHANTS BENEFIT ADMINSTRATION, INC.
Contact: Laura Genzer
15974 N. 77th St., Ste. 102
Scottsdale, AZ 85260
(800) 800-6543
Fax: (480) 776-5050
e-mail: lgenzer@mbainc.ws
Website: www.mbaadmin.com

Products: Dental (ind.), Health (Group), Life (Guaranteed Issue)
Serving: Nationwide
––––––––––

MHN, INC.
P.O. Box 10697
San Rafael, CA 94912
(800) 327-7526
Fax: (415) 254-1455
e-mail: productinfo@mhn.com
Website: www.mhn.com

Products: EAP and Behavioral Health Coverage for Health Group and Health Integrated; Employee Assistance Programs, Mental Health, Managed care
Serving: Nationwide
––––––––––

MWG MARKETING
5722 I-55 N. Frontage Rd.
Jackson, MS 39211
(800) 800-1397
Fax: (601) 956-1702
e-mail: marketing@morganwhite.com
Website: www.mwgdental.com
Website: www.mwgvision.com
Website: www.mwgGapPlans.com

Products:  Dental (group, ind.), Vision, Medical Gap Plans
Serving: Nationwide
––––––––––

MYERS-STEVENS-MELLO, INC.
1111 Bayhill Dr., Ste. 275
San Bruno, CA 94066
(650) 871-2570
(800) 862-4243
Fax: (650) 871-2581
e-mail: mailbox@myersstevens.com
Website: www.myersstevens.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
e-mail: 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
––––––––––

NEWPORT LIFE & FINANCIAL, INC.
Contact: Brandon McDowell
2901 W. Coast Highway
Ste. 200
Newport Beach, CA 92663
(949) 873-2718
E-mail: Brandon@newportlf.com
Website: www.newportlf.com
Products: Life, Annuities, LTC, Disability
––––––––––

NORTHSTAR NETWORK INSURANCE AGENCY, INC.
Contact: Marc Weisman,
Louis Brownstone
1601 Bayshore Highway, Ste. 360
Burlingame, CA 94010
(800) 303-1527
Fax: (650) 692-5204
e-mail: marcw91377@aol.com
e-mail: louis@cltcinsurance.com
Website: www.californialongtermcare.com
S.CA Office:
6335 Deerbrook Road
Oak Park, CA 91377
(818) 991-1995
Products: LTC
Serving: Nationwide
––––––––––


OC LIFE INSURANCE AGENCY INC.
Contact: Dan Love
P.O. Box 3545
Mission Viejo, CA 92690
(949) 716-7051
(800) 564-3309
Fax: (949) 916-6475
e-mail: dan@OCLifeinsurance.com
Website: www.OCLifeinsurance.com

Products: Life (special risk, term, universal life, whole life)
Serving: Nationwide
––––––––––

OVERSEAS TRAVEL INSURANCE SERVICES
Contact: LeAnne Lary
(805) 531-9200
(866) 684-7123
Fax: (805) 531-1161
e-mail: info@otis123.com
e-mail: leanne@otis123.com
Website: www.otis123.com
Website: www.overseastravelinsuranceservices.com

Products: Worldwide Travel Medical Insurance Groups/Associations/Mission Trips Individual Holiday/Trip cancellation Insurance International Major Medical Missionary Insurance, Immigration Insurance, Insurance to obtain VISAS Student Travel Insurance, Short Term Major Medical (immediate ID cards)
Service Area: Nationwide
––––––––––

PARADIGM INSURANCE MARKETING
Contact: Barry Fisher
6800 Owensmouth Ave., Ste. 410
Canoga Park, CA 91303
(818) 883-8700 Ext. 201
Fax: (818) 883-9036
e-mail: barry@paradigmins.com
Website: www.paradigmins.com

Products: Long Term Care Insurance
––––––––––

PARADIGM INSURANCE MARKETING
Contact: Paul D. Kaplan
16601 Ventura Blvd., Ste. 307
Encino, CA 91436
(818) 380-0034
(800) 822-7251
Fax: (818) 380-0203
e-mail: paul@paradigmins.com
Website: www.paradigmins.com

Products: Annuities (ind.); Life (special risk, survivor, term, universal life); 419(e) single employer retirement benefit plans.
––––––––––

THE PENSION GROUP, INC.
Contact: Peter Stephan/Tamara Lewis
23046 Avenida De La Cartota, #500
Laguna Hills, CA 92653
(949) 768-4015
Fax: (949) 600-7666
e-mail: pstephan@pensions.com
e-mail: tlewis@pensions.com
Website: www.pensions.com

Products: Pension (401[k], pension/profit sharing)
Serving: CA
––––––––––

PERRY FINANCIAL NETWORK INC.
Contact: Jeff Perry & Mike Taylor
13405 Folsom Blvd., Ste. 400
Folsom, CA 95630
(877) 475-5244 Fax: (916) 293-0101
e-mail: jeff@perryfinancial.net
e-mail: mike@perryfinancial.net
Website: www.perryfn.com

Products: Annuities (ind., variable); Life (term, universal life, survivor, variable, whole life); LTC
Serving: Western U.S.
––––––––––

PETERSEN INTERNATIONAL UNDERWRITERS
Contact: Cathy Kennedy
23929 Valencia Blvd., Ste. 215
Valencia, CA 91355
(661) 254-0006
(800) 345-8816
Fax: (661) 254-0604
e-mail: cathy@piu.org
Website: www.piu.org

Products: AD&D, Disability (ind.); Health (international major medical, Medicare bridge); Life (special risk)
Serving: 50 states & International
––––––––––

PETER TRUMMER INSURANCE
Contact: Peter Trummer
10075 W. River Street, #201
Truckee, CA 96160
(530) 587-8900 Fax: (530) 587-8883
e-mail: www.ptinsurance.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, 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, special risk, survivor, term, universal life, variable life, whole life); LTC, Pension (401[k], Pension plans/profit sharing); Prescription Drug Card, Vision, Workers’ Comp, Worksite Marketing
Serving: Nationwide
––––––––––

PLANNED INSURANCE SERVICES
Contact: Robert Kasse
41 Peninsula Center Dr. Ste. 555
Rolling Hills Estates, CA 90274
(310) 375-0169
Fax: (310) 375-2319
e-mail: robertkasse@cox.net

Products: Annuities (ind., variable); Disability (ind.); Financial Planning, Health (ind., group, self-funded); Life (term, universal life, variable); Pension [401(k)], Medicare Supplements; LTC
Serving: S. CA
––––––––––

PONTRELLI, TIMOUR & ASSOCIATES
Contact: Chris Pontrelli Jr., Melissa Rios, Raphy Timour
1039 Hope St.
Pasadena, CA 91030
(626) 795-4138 Ext. 250 Chris
(626) 795-4138 Ext. 200 Melissa
Fax: (626) 795-6496
e-mail: cpontrelli@ptbenefits.com
e-mail: mrios@ptbenefits.com
Website: www.ptbenefits.com

Products: Group Employee Benefits
Serving: CA
––––––––––

PRAM INSURANCE SERVICES INC.
Contact: David P. Wilson
711 East Imperial Highway, Ste. 100
Brea, CA 92821
(714) 671-3951 ext. 12
Cell (714) 904-7850
Fax: (714) 255-0977
e-mail: dwilson@pram.com
Website: www.pram.com

Products: Senior Pre & Post 65 Prescription Drug Card Plans, AME, Worksite Limited Benefits and Indemnity Plans, Pharmacy Consulting, Emplyoyer Fully Insured Prescription Drug Plans.
Serving: Nationwide
––––––––––

PRECEPT
Contact: Travis Kiger
130 Theory
Irvine, CA 92617
(949) 955-1430
(800) 344-1430
Fax: (949) 955-9471
e-mail: 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, Worksite Marketing
Serving: Nationwide
––––––––––

PREFERRED LIFE SOLUTIONS
Contact: Jeff Patterson
437 S. Highway 101, Ste. 212
Solano Beach, CA 92075
(800) 733-6445
Fax: (858) 350-6916
e-mail: jeff@leishergroup.com
Products: Life Settlement
Serving: Nationwide
––––––––––

THE PRODUCERS GROUP
Contact: Rosetta Everts
27412 Aliso Creek Rd.
Aliso Viejo, CA 92656
(949) 268-5214
(800) 441-0140
Fax: (949) 362-3353
e-mail: Rosetta.Everts@thepg.com
Website: www.thepg.com

Products: Annuities (ind.); Life (special risk, survivor, term, universal, variable, whole life, premium finance); LTC ( ind.)
Serving: Nationwide
––––––––––

R. B. TWOGOOD INSURANCE SERVICES
Richard B. Twogood
5520 Wellesley St., Ste. 105
La Mesa, CA 91942
(619) 668-9199
(800) 266-9199
Fax: (619) 668-9260
e-mail: rtwogood@twogoodinsurance.com

Products: Annuities (ind.); Life (guaranteed issue, special risk, term, survivor, universal life, whole life)
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
e-mail: rhinsurance_rob@yahoo.com
Website: www.accountantsite.com/rhaccounting

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
––––––––––

RIVER VIEW FINANCIAL AND INSURANCE SERVICES
AND BAY RIVER INSURANCE SERVICES INC.
Contact: F. Thomas Biglione
1330 W. Robinhood Dr., Ste. H
Stockton, CA 95207
828 S. Bascom Ave., Ste. 240
San Jose, CA 95128
895 E. Yorba Linda Blvd., Ste. 201 B
Placentia, CA 92870
650 W. Duarte Road, Ste. 408
Arcadia, CA 91007
(866) 252-2977
Cell: (209) 601-2724
Fax: (888) 957-2977
e-mail: tom@rvfis.com
Website: www.rvfis.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
––––––––––

ROGERS BENEFIT GROUP
Contact: Dave Di Maria
130 N. Brand Blvd., Ste. 206
Glendale, CA 91203
(818) 502-3800 ext. 11
(800) 654-3050
Fax: (818) 502-2170
e-mail: losangeles@rogersbenefit.com
Website: www.rogersbenefit.com

Products: Dental (group), Health (group)
Serving: Los Angeles, Orange, Riverside, San Bernardino, Santa Barbara, San Luis Obispo and Ventura Counties
––––––––––

ROGERS BENEFIT GROUP
Contact: Angie Purcell
6540 Lonetree Blvd.
Rocklin, CA 95661
(916) 960-0400
(866) 405-2790
Fax: (916) 960-0420
e-mail: sacramento@rogersbenefit.com
Website: sacramento.rogersbenefit.com

Products: Heath (group)
Serving: Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, Eldorado, 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
Contact: Andy Kerr
6155 Almaden Expressway, Ste. 210
San Jose, CA 95120
e-mail: akerr@rogersbenefit.com
e-mail: sanjose@rogersbenefit.com
Website: www.rogersbenefit.com
(408) 268-9700
(877) 724-4671
Fax: (408) 997-7737

Products: Dental (group), Disability (group), Health (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: Stacey Buchholtz, Melissa Medve
703 Palomar Airport Rd, Ste. 330
Carlsbad, CA 92011
(760) 603-8100
(800) 872-0459
Fax: (877) 508-7255
e-mail: stacey@rbgsocal.com
e-mail: dennis@rbgsocal.com
e-mail: rgbsocal@rogersbenefit.com
e-mail: melissa@rbgsocal.com
Website: www.rbgsocal.com

Products: Dental (group), Health (group)
Serving: San Diego, Orange, Riverside, San Bernardino, Imperial Counties
––––––––––

RON MILCO FINANCIAL GROUP
The Safe Money Advisor
Contact: Ron Milco
38713 Tierra Suida 618
Palmdale, CA 93551
(661) 947-5084
Fax: (661) 947-5084
e-mail: RonMilcoFinGroup@Yahoo.com

Products: Annuities, Life Settlement,Factual Investing, Pension (tax-free retirement income plans or other lines)
––––––––––

ROUTE THREE INSURANCE & FINANCIAL SERVICES
Contact: Ralph Weber
179 Niblick Rd., Ste. 347
Paso Robles, CA 95446
(805) 277-0741
(877) 259-3789
Fax: (888) 720-7261
e-mail: ralph@financialhealthinsurance.com
Website: www.FinancialHealthInsurance.com

Products: Critical Insurance Sales, Service, Coaching Plus Contracting
Serving: Nationwide
––––––––––

RxReins
Contact: Crystal Williams
P.O. Box 2284
Palm Springs, CA 92263-2284
(888)- RxReins
Fax: (760) 262-3178
e-mail: cwilliams@rxreins.com
Website: www.rxreins.com

Products: Dental (group); Prescription Drug Card, Vision
Serving: Nationwide
––––––––––

SACHS INSURANCE SERVICES
Contact: Tracy Noreen
1024 W. Robinhood Dr., Ste. 6
Stockton, CA 95207
(209) 951-5500
(800) 767-0965
Fax: (209) 951-7214
e-mail: tnoreen@sachsinsurance.com
Website: www.sachsinsurance.com

Products: Cafeteria Plans, Cancer Insurance, Critical Illness, Dental (group, ind.); Disability (group, ind.); Health (group, HSA, ind., integrated plans, Medicare bridge, Medicare supplement, self-funded administration, short-term major medical, international major medical); Life (group term, guaranteed issue, term, universal life, variable life, whole life); LTC, Pension (401[k]); Prescription Drug Card, Vision, Workers’ Comp, Worksite Marketing
Serving: N. CA
––––––––––

SAVE GAINS TAX
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
e-mail: pstraub@aol.com
Website: www.savegainstax.com

Services/Products: Annuities, Life Insurance Trust, Investment Advice, Charitable Remainder Trust, Fee-Based Consulting, Sep-IRA, Simple IRA, Roth IRA, Charitable Installment bargain sales, Self Directed Installments sales, Life Settlements, VA Pension Benefits, Pensions, CRTs
Serving Nationwide
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SELECTIVE HEALTH AND LIFE INSURANCE
Contact: George Kravitz
17647 Gilmore St.
Van Nuys, CA 91406
(818) 996-8888
Fax: (818) 996-7777

Products: Dental (ind.); Disability (ind.); Health (ind., group, Medicare supplement, short-term major medical); Life (group term, single premium whole life, term, universal life, whole life); LTC
Serving: CA
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SENIOR MARKET SALES, INC.
Contact: Dan Trumblee
8420 W. Dodge Rd., 5th Floor
Omaha, NE 68114
(402) 343-3689
(800) 786-5566 ext. 3689
Fax: (402) 343-9920
e-mail: dtrumblee@seniormarketsales.com
e-mail: jims@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
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SOUTHERN CALIFORNIA HEALTH INSURANCE SPECIALISTS
Contact: Bob Smeeton
2219 E. Thousand Oaks Blvd  Suite 384
Thousand Oaks, CA  91362
(866) 606-6614
Fax: (936) 273-5072
e-mail: bobsmeeton@aol.com

Products:  Dental (Group, Ind); Annuities (Ind.); Financial Planning; Health (Cobra, Group, Ind., Int. Major Medical, MSA, Medicare Supplement, Short Term Major Med.) Life (Group Term, Guaranteed Issue, Single Premium, Special Risk, Survivor, Term, Universal, Variable, Whole Life, Life Settlements); LTC
Serving: CA
––––––––––

STAN ISRAEL INSURANCE SERVICES INC.
Contact: Stan Israel
5699 Kanan Rd., #367
Aguora Hills, CA 91301
(818) 706-1100
Fax: (818) 889-1593
e-mail: sdiins@aol.com
Website: www.sdiins.com

Products:  Life Insurance, LTC
Serving: CA
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STEVE SHORR INSURANCE
Contact: Steve Shorr
1027 W. 11th Street, Ste. 3
San Pedro, CA 90731-3558
(310) 519-1335
Website: www.SteveShorr.com

Products:  Health (ind., group); Disability (ind.); Life (ind .)
Serving: CA
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SunRx
Contact: Anthony Frasco
815 E. Gate Dr., Ste. 102
Mount Laurel, NJ 08054
(267) 258-5668
Fax: (973) 695-2333
e-mail: afrasco@340bsimplified.com
Website: www.sunrx.com
Website: www.340bsimplified.com

Products: Federal 340B Drug Discount Program Management for Eligible Health Centers and Hospitals; Self Funded Prescription Benefit Management
Serving: Nationwide
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SYMETRA FINANCIAL
Contact: Sales Center
777 108th Ave. NE, Ste. 1200
Bellevue, WA 98004-5135
(800) 706-0700
(800) SYMETRA
Fax: (866) 532-1361
e-mail: invest@symetra.com
Website: www.symetra.com

Products: Annuities (ind., group, variable); Disability (group); Financial Planning; Health (group, limited benefit, self-funded admin.); Life (group, single premium, term, universal, variable); Pension (403[b], Section 457); Worksite Marketing
Serving: Nationwide
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TAX & FINANCIAL GROUP
Contact: Christine Bond
4001 MacArthur Blvd. , 3rd Floor
Newport Beach, CA 92660
(949) 223-8100 (800) 373-2177
Fax: (949) 223-8101
e-mail: christine.bond@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]); Prescription Drug Card, Vision, Worksite Marketing
Serving: S. CA, WA, CO, HI
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TEAM ALVAREZ INSURANCE SERVICES
Contact: Gaston Alvarez
P.O. Box 2240
Temecula, CA 92593
(800) 487-4020
(951) 303-4500
Fax: (951)-894-7603
E-mail: alvarezinsurance@gmail.com

Products: Dental (Group, Ind.); Health (Group, Ind., Medical Supplement, Short Term Major Med), LTC
Serving: AZ, CA
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TED ANDERSON INSURANCE SERVICES
Contact: Ted Anderson
1213 First Street, Ste. 109
Coronado, CA 92118
(619) 435-3636
Fax: (619) 435-3010
e-mail: tais1@san.rr.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, Prescription Drug Card, Vision
Serving: CA
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THOMSON INSURANCE BROKERS/RTIB, INC.
Contact: Rich Thomson
P.O. Box 18283
S. Lake Tahoe, CA 96151
(530) 541-8511
Fax: (530) 541-6832
e-mail: george@rtibtahoe.com

Products:  Acupuncture, Dental (group); Disability (ind.); Health (ind., international major medical, HSA, Medicare supplement, short-term major medical); Life (group term)
Serving: N. CA & Northern NV
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TOSTE & ASSOCIATES/ANCILLARY MARKETS
Contact: Phil Toste, Gary Smith
738 N. First St.
San Jose, CA 95112
(408) 277-0226
(800) 868-6783
Fax: (408) 277-0237
e-mail: phil@nationwidersm.com
Website: www.nationwidersm.com

Products: Health (ind., Medicare supplement); Dental (group, ind.), Life (group)
Serving: N. CA
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TOTAL FINANCIAL & INSURANCE SERVICES
Contact: Ronald Bielefelt,
11835 W. Olympic Blvd., Ste. 600 E.
Los Angeles, CA 90064
(310) 477-7500
(800) 989-7500
Fax: (310) 575-3912
e-mail: rbielefelt@totalfinancial.com
Website: www.totalfinancial.com

Products:  Annuities and SPIAs; Life (charitable-giving programs, guaranteed issue, survivor, term, universal life, whole life, bank financing, cash flow financing).
Serving: Nationwide
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TRIAD FINANCIAL INSURANCE MARKETING INC.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 383-4108
(800) 392-9977
Fax: (213) 383-0126
e-mail: gsilverstein@triadinsurancegroup.com

Products:  AD&D, Acupuncture, Annuity (group contract, individual, variable); Cafeteria Plans, Cancer, Chiropractic, Dental (individual, group); Disability (individual, group); Financial Planning; Health (individual, group, integrated plans medical & 24 hrs., international major medical, health-savings accounts, Medicare bridge, Medicare supplement, self-funded administration, short-term major medical); Life (guaranteed issue, life settlement, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, variable, whole life); Long-Term Care, Pension (401[k]); Prescription Drug Card, Vision, Workers’ Comp, Worksite Marketing
Serving: Nationwide
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TRIFLEX CORPORATION
Contact: Don Cooper
11255 Tierrasanta Blvd., Ste. 78
San Diego, CA 92124
(858) 278-3539
(866) 874-3539
Fax: (858) 397-5991
e-mail: don@triflexcorp.com

Products:  Acupuncture, AD&D, Cancer, Cafeteria Plans, Chriopractic, Critical Illness, Disability (ind., group), COBRA, Worksite Marketing
Serving: AZ, CA, NV, OR, TX, WA
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TRIPLECHOICEPLAN DENTAL
Contact: Larry Kent
1964 Westwood Blvd., Ste. #120
Los Angeles, CA 90025
(310) 470-2343 ext. 150
(800) 489-7577 ext. 150
Fax: (310) 441-5660
e-mail: lkent@triplechoiceplan.com
Website: www.triplechoiceplan.com

Products: Dental (group); Vision, Ortho, Life, Disability (LTD and STD)
Serving: Nationwide
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TWH ANNUITIES & INSURANCE AGENCY INC.
Contact: Tipton Huffman
6200 E. Canyon Rim Rd., Ste. 203
Anaheim Hills, CA 92807
(714) 283-9194 • (800) 200-9194
Fax: (714) 283-9197
e-mail: info@twhagency.com
Website: www.twhagency.com

Products: Annuities (ind.); Life (single premium whole life, survivor, term, group term, universal life, whole life)
Serving: Nationwide
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USI TRAVEL INSURANCE SERVICES
Contact: Wendy Miller
Director of Sales & Client
Relations-Insurance Professionals
Travel Insurance Services,
A Member Company of USI Affinity
2950 Camino Diablo, Ste. 300
Walnut Creek, CA 94597
(800) 937-1387 ext. 43030
(925) 407-3030
Fax: (610) 537-2224
e-mail: wendy.miller@travelinsure.com
Web Site: www.travelinsure.com

Products: Health (group, ind., Medicare supplement, short-term major medical, international major medical)
Serving: Nationwide
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WALLISER ASSOC. INSURANCE AGENCY INC.
Contact: Frank Walliser
7960 Soquel Dr., Ste. 403
Aptos, CA 95003
(408) 243-8645
(800) 634-0700
Fax: (408) 243-5866
e-mail: wallisco@walliserins.com
Website: www.walliserins.com

Products:  Annuities (ind.); Critical Illness, Life (guaranteed issue, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC
Serving: CA & Most Other States
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WARNER PACIFIC INSURANCE SERVICES
Contact: Jeff Papenfus, VP of Sales
32110 Agoura Rd.
Westlake Village, CA 91361
(800) 801-2300
Fax: (818) 575-2344
e-mail: jeffp@warnerpacific.com
Website: www.warnerpacific.com

Products: Chiropractic, Dental (group); Health (ind., Small and Large group, integrated plans, HSA); Life (group, term); Vision, Workers’ Comp.
Serving: CA, CO and MI
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WELCOME FUNDS INC.
Contact: Daniel Ohman
6001 Broker Sound Parkway, Ste. 320
Boca Raton, FL  33487
(561) 862-0244
(877) 227-4484
Fax: (561) 862-0242
e-mail: info@welcomefunds.com
Website: www.welcomefunds.com

Products:  Secondary market for life insurance
Serving: Nationwide
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WELLS FARGO INSURANCE SERVICES USA, INC.
Contact: Sam Eliott
21250 Hawthorne Blvd., Ste. 600
Torrance, CA 90503
(310) 543-9995
Fax: (310) 543-9905
e-mail: info@abdi.com
Website: www.cybersure.com

Products: Pension (401[k], pension/profit sharing); Dental (group); Disability (group); Health (group, HSA’s, ind., international major medical); Life (group term, guaranteed issue); Long Term Care; Vision; Workers’ Comp.
Serving: Nationwide
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WELLS FARGO WHOLESALE INSURANCE SERVICES INC.
5200 N. Palm Ave., Ste. 114
Fresno, CA 93704
(800) 780-0815
(559) 228-6300
Fax: (559) 243-5610
S. CA Office:
2030 Main Street, Ste. 200
Irvine, CA 92614
San Francisco/Bay Area Office:
45 Fremont St., Ste. 800
San Francisco, CA 94105
Contact: General Agency Department
(800) 780-0815
Fax: 800-859-4706
Website: www.GA.wellsfargo.com

Products:  Cafeteria Plans; Dental (voluntary); Health (group, HSA); Dental (group); Vision (group); Disability (long-term, short-term); Employee Assistance Program; Life (group, guaranteed issue, term); Disability (long-term, short term); LTC
Serving: CA
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WESTERN WORLD MARKETING/ANNUITY SOLUTIONS, INC.
Contact: Dorene Crist
21515 Hawthorne Blvd., Ste. 940
Torrance, CA 90503
(310) 540-5299
(800) 323-4032
Fax: (310) 316-1167
e-mail: dorenec@wwannuity.com
Website: www.annuitysolutions.com

Products: Annuities (ind., group contracts); Financial Planning
Serving: Nationwide
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WIMG INC.
dba Consumer Driven Benefits Association of America
Contact: Charles Boyd
1423 W State Street Unit A
Redlands, CA 92373
(909) 335-8110
(800) 303-8110
Fax: (909) 363-1889
e-mail: charlesboyd@wimg.net
Website: www.cdba.us
Website: www.wimg.net
Website: www.benefitstoday.org

Products:  Guaranteed Issue Insurance benefits down to one life: 10 Limited Medical Plans (mini-meds), Critical Illness, Short and Long Term Accident Disability, $2,500 to $25,000 Accident Medical Expense, AD&D, Term Life, Prescription Drug Plans, Dental, Insured ID theft Protectio
Serving: Nationwide
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W.J. BARRETT INSURANCE AGENCY INC.
Contact: Bill Barrett or Kathy Star
P.O. Box 2339
Capistrano Beach, CA 92624
(888) 254-7675
Fax: (949) 493-7325
e-mail: bill@plusgroupca.com
Website: www.plusgroupca.com

Products: Critical Illness, Disability (ind.); LTC
Serving: CA
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WOLFPACK INSURANCE SERVICES
Contact: Logan Wolf
425 Harbor Blvd Ste. 2C
Belmont, CA  94022
(650) 631-2460
(800) 296-0192
Fax: (650) 591-4022
e-mail: logan@dvins.com
Website: www.dentalandvisionins.com

Products: Dental (group); Vision (group)
Serving: CA
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WORD & BROWN
Contact: Gary Smith
801 N. Brand Blvd., Ste. 900
Glendale, CA 91203
(818) 247-2861
(800) 560-5614
Fax: (800) 355-9711
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com

Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Kern, Los Angeles, San Luis Obispo, Santa Barbara and Ventura Counties
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WORD & BROWN
Contact: Jeff Miller
721 S. Parker
Orange, CA 92868
(714) 835-6752
(800) 869-6989
Fax: (714) 953-9404
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com

Products:  COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Orange Office and Headquarters
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WORD & BROWN
Contact: James Bennett
3131 Camino Del Rio North, Ste. 820
San Diego, CA 92108
(619) 299-5001
(800) 397-3381
Fax: (619) 299-2070
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com

Products:  COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: San Diego Regional Office
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WORD & BROWN
Contact: Bill Mason
3633 Inland Empire Blvd. Ste. 525
Ontario, CA 91764
(909) 945-2224
(877) 225-0988
Fax: (909) 945-3339
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com

Products:  COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: Inland Empire Regional Office
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WORD & BROWN
Contact: Jan Mesa
1737 N. First Street, Ste. 680
San Jose, CA 95112
(408) 437-5929
(800) 255-9673
Fax: (408) 437-5925
e-mail: wabquote@wordandbrown.com
Website: www.wordandbrown.com

Products: COBRA, Dental (ind., group); Health (group, ind., HSA, health-reimbursement arrangements, short-term major medical); Life (group term); Vision
Serving: N. CA Regional Office
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ZAVIDOW-SHOWS INSURANCE SERVICES INC.
Contact: Rich Solomon
1919 Williams St., Ste. 345
Simi Valley, CA 93065
(805) 955-9280
Fax: (805) 955-9285
e-mail: rich@zavidow-shows.com

Products: Health (prescription drug card); vision
Serving: Western States-Vision
Nationwide: Prescription Drug Card
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ZENITH MARKETING GROUP
Contact: Tony DeGregorio
303 W. Main St., Ste. 200
Freehold, NJ 07728
(484) 588-0621 Ext. 413
(800) 499-3727 Ext. 413
Fax: (732) 518-3178
E-mail: td@zenithmarketing.com
Website: www.zenithmarketing.com

Products: Annuities (ind.); Disability (ind.); Life (guaranteed issue, single premium whole life, special risk, survivor, term, group term, universal life, whole life); LTC, Pension [401(k)]
Serving: Nationwide
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