LIFE (Universal Life)
ACE Benefis Group, LLC
Contact: Jaron P. Hamlett, Sr.
1918 Riverside Drive
Los Angeles, CA 90039
(323) 805-2923
Fax: (323) 375-1414
e-mail: jp@acebenefitsgroup.com
Website: www.acebebefitsgroup.com
Products: Accident; Annuities (ind., group contract); Cancer; Critical Illness; Disability (ind., group); Life (group term, guaranteed issue, living payout option, single premium whole life, survivor, term, universal life, whole life); LTC, Worksite Marketing
Serving: CA
ADVANCED EQUITIES INSURANCE SERVICES/FIRST ALLIED
Contact: Jerry Vanderzanden, CLU
Managing Director, Advanced Equities Insurance Services
655 W. Broadway, Suite 1050
San Diego, CA 92101
(925) 855-6144 office
(925) 997-2277 mobile
(610) 229-7743 fax
Email: jvanderzanden@advancedequities.com
Website: www.advancedequities.com
Services: Advanced Equities Insurance Services provides insurance solutions for independent financial advisors at First Allied Securities, Inc. and Advanced Equities Wealth Management.
Products: Fixed Annuities, Indexed Annuities, Term Life, Universal Life, Index Universal Life, Variable Universal Life, Whole Life, Long Term Care Insurance, Disability Income Insurance, Fixed Life Settlements
Serving: Nationwide
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
Email: paul@paradigmins.com
Website: www.paradigmins.com
Products: Annuities (ind.); Life (special risk, survivor, term, universal life); 419(e) single employer retirement dentals plan.
AMERICAN INSURANCE MARKETING GROUP, LLC
Contact: Brandon McDowell, CLTC
34145 Pacific Coast Hwy. #623
Dana Point, CA 92629
(866) 407-8552
Fax: (800) 652-3103
e-mail: mdowellinsurance@gmail.com
e-mail: brandon@myaimgroup.com
Website: www.MyAimGroup.com
Products: Critical Illness; Annuities (ind.); Disability (ind.); Life Insurance; LTC; Term, UL, special risk, and survivor UL
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
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, ind., integrated plans, international major medical, Medicare bridge, short-term major medical, Medicare supplement, prescription drug card); Life (group term, living-payout-option, policy exchange, special risk, survivor, term, universal life, whole life); LTC, Pension (401[k], pension plans/profit sharing); HSA, Vision
Serving: West Coast
ATHENS BENEFITS INSURANCE SERVICES INC.
Contact: John Connell
P.O. Box 5668
Concord, CA 94524
(925) 822-9127
(800) 234-6363
Fax: (925) 798-7219
e-mail: jconnell@jenkinsathens.com
Website: www.athensbenefits.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
BELAIR INSURANCE SERVICES INC.
Contact: Barry A. Sikov
522 S. Sepulveda Blvd., #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, Worker's Comp, Worksite Marketing
Serving: CA, DC, FL, MT, NV, TX
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
BERBOWER INSURANCE AGENCY
Contact: Mark Berbower
PO 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 Garolan
PO 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.); Vision; Health (group, ind.); HSA's; Short Term Major Medical; Life (group term, guranteed issue, single premium whole life, survivor, term, universal life, variable life, whole life)
Serving: CA, GG
BILL PROCTOR & ASSOCIATES
Contact: Bill Proctor
42-800 Bob Hope Dr., Ste. #209B
Rancho Mirage, CA 92270
(760) 568-5348
(888) 905-9955
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, Worker's 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
(818) 953-9805
Fax: (818) 557-0175
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, single premium whole life, survivor, term, universal life, variable, whole life), LTC, Vision, Worker's 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 ($5,000 to $500,000) - Disability (ind., buy/sell); Medical (international coverage), Life, Term, Life (whole life, universal, index universal, single premium, survivor, life with LTC and Critical Care riders, Premium Financing, Life Settlements, Long Term Care, Retirement Plans, longevity insurance.
Serving: CA
BRYSON FINANCIAL GROUP
Contact: Trent Bryson
100 Oceangate, Ste. 401
Long Beach, CA 90802
(562) 435-4267
Fax: (562) 435-5639
e-mail: trent@bryfi.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); Life Insurance (term, universal life); Long Term Care Insurance
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
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
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 (charitable-giving programs, group term, indexed life, survivor, term, variable, universal life, whole life); LTC, Pension (401[k], pension plans/profit sharing)
Serving: Northern & Central CA
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); Life (term); Life (universal); Life (variable); Life (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) 452-9200
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
CPS/INTEGRATED MARKETING & INSURANCE SERVICES
Contact: Andy Holden
18551 Von Karman Ave., Ste. 150
Irvine, CA 92612
(949) 863-0700
(800) 326-LIFE
Fax: (949) 225-7102
e-mail: aholden@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 Lang
3406 American River Dr., Ste. D
Sacramento, CA 95864
(916) 481-6290
(800) 922-6290
e-mail: larry@cpssac.com.com
Website: www.cpssac.com.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., #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
(407) 359-5106
(800) 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
DEALEY RENTON & ASSOCIATES
Contact: W. Ron Barnett
Contact: 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
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 Benefits
Serving: Nationwide
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, CSA, president
463 Los Feliz Dr.
Santa Barbara, CA 93110
(805) 967-1780
(805) 886-6927
e-mail: EPROins@aol.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); LTC, 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
FINANCIAL PROFESSIONALS GROUP
Contact: William T. Wright, CFP
1 Orchard, Ste. 215
Lake Forest, CA 92630
(949) 455-0119
(877) 455-0119
Fax: (949) 455-0113
e-mail: wwright@fpgonline.com
Website: www.fpgonline.com
Products: Annuities (ind.); Life (special risk); Universal Life, Survivor Life, Variable Life, Life (term); Whole Life, Premium Finance
Serving: Nationwide
FIRST RESOURCE INSURANCE SERV., INC.
Contact: Susan J. Edward
4901 Morena Blvd., # 102B
San Diego, CA 92117
(858) 272-7700
(866) 959-7700
Fax: (858) 272-7704
email: firstresource@sbcglobal.net
Product: Disability (Ind.), Annuities (Ind.), Life (Charitable Giving Programs, Policy Exchange, Universal, Variable, 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, Worker's Comp, Worksite Marketing
Serving: S. CA , OK, KS, MI, TX
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: ghcox@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.
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: 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, International major medical, Medicare supplement, 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, Worker's Comp., Worksite Marketing
Serving: Nationwide
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
Contact: THOMAS J. HARTFILED
980 Enchanted Way
Simi Valley, CA 93065
(805) 522-5815
e-mail: Tom@hartfieldfinancial.com
Website: www.hartfieldfinancial.com
Products: Annuiteis (ind.; Group; Variable), 401 (K), Pension Profit Sharing, Financial Planning, Term, Universal Life, Variable Life, Whole Life.
Serving: California
INSURANCE DESIGNERS
Contact: Jim Brennan
21860 Burbank Blvd., # 140
Woodland Hills, CA 91364
(800) 884-9950
Fax: (818) 676-1372
e-mail:jda.losangeles@verizon.net
Products: Annuities (ind., variable); Disability (ind.); Life (guarantee issue, secondary market, single premuim whole life, 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: Annuities(Fixed, Index, Variable), Term, UL, Index UL, Whole Life, Variable, single premium, Second to die, Simple issue, Guarantee Issue life. Disability, LTC. Life Settlement, Premium Financing, Pension Plans.
Serving: Nationwide and International
I. SANTOS INSURANCE ASSOCIATES, INC.
Contact: I. Santos
4590 Macarthur Blvd., #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 issue, living payout option, single premium whole life, survivor, term, universal life, variable, whole life); LTC
Serving: CA, AZ, NV, OR, LA, TX
J.K. INSURANCE MARKETING INC.
Contact: Gary H. Johnson
1042 W. Hedding St., Ste. 241
PO 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, Worker's 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 Life; Whole Life, 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 plans/profit sharing, 401(k)
Serving: S. CA
LeCLAIR CORPORATION
Contact: Margaret LeClair
6701 Upper Afton Rd.
St. Paul, MN 55125
(651) 739-2010
(877) 532-5247
(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
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: Badrich Nordstrom
437 S. Highway 101, Ste. 212
Solana Beach, CA 92075
(800) 733-6445
Fax: (858) 793-3003
e-mail: badrich@leishergroup.com
Website: www.leishergroup.com
Products: Life Insurance
Serving: Nationwide
LIFEPRO FINANCIAL SERVICES, INC.
Contact: Ben Nevejans
11452 El Camino Real, Ste. 401
San Diego, CA 92130
(888) 543-3776
Fax: (858) 793-5990
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, Janne Miglian, Kathy Brody-Tamblin, Kenneth Coker, 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
Serving: N. CA/Bay Area, Monterey and Santa Cruz.
LISI, The Best in Broker Sales Solutions.
SACRAMENTO
Contact: Darla Oliver, Jean Stevens, Mary Gelonek, Panthia Smith.
3100 Zinfandel Dr., Ste. 285
Rancho Cordova, CA 95670
866-570-LISI (5474)
Fax: 800-514-5474
e-mail: hweiler@lisibroker.com
Web site: www.lisibroker.com
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
Serving: Fresno County and Bakersfield.
LISI, The Best in Broker Sales Solutions.
LOS ANGELES
Contact: Frank Estrada, Honora Ganey, Jason Herbison, LaMonte Howard, Larry Macedo, Lauren Malachowski, Tyrone Washington.
15303 Ventura Blvd., Ste. 650
Sherman Oaks, CA 91403
866-570-LISI (5474)
Fax: 800-624-1131
e-mail: festrada@lisibroker.com
Web site: www.lisibroker.com
Serving: Los Angeles, Ventura County, Santa Barbara and San Luis Obispo.
LISI, The Best in Broker Sales Solutions.
ORANGE
Contact: Bob Sewalk, Dan Galietto, Gentry Kramer, Jeff Hoss, Karen Luckman, Laurie Wolbart, Michele Isaly.
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
Serving: Orange County & Inland Empire.
LISI, The Best in Broker Sales Solutions.
SAN DIEGO
Contact: Alonso Contreras, Brian Armstrong, Christina Diamantis, Susan Tomes.
110 West A St., Ste. 700
San Diego, CA 92101
866-570-LISI (5474)
Fax: 800-603-1992
e-mail: mvictoria@lisibroker.com
Web site: www.lisibroker.com
Serving: San Diego County.
Products: Acupuncture, Chiropractic, COBRA Compliance, Dental (group); Disability (ind., group); Health (group); Life (term, group term, universal life, variable); Worker's Comp.; Worksite Marketing
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 Insurance; Single Premium Whole Life; Special Risk; Survivor; Term; Universal; Whole Life; Life Settlements
Serving: CA
MacKELLAR & ASSOCIATES
Contact: Michael MacKellar
3625 Thousand Oaks Blvd., #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, Life (group term, Guaranteed Issue, Policy Exchange, life settlements; Single Premium Whole Life, Special Risk, Survivor, Term, Universal, Variable, Whole Life), LTC.
Serving: Nationwide
MARSH PRIVATE CLIENT LIFE INSURANCE SERVICES
Contact: Garrett Devine, Senior Vice President
20750 Ventura Blvd., Ste. 300
Woodland Hills, CA 91364
(818) 932-7100
(800) 395-9888
Fax: (818) 932-7198
e-mail: salesmarketing@marshclis.com
e-mail: lifesupport@marshpclis.com
Website: www.marshpclis.com
Products: Critical Illness, Annuities (ind., group), Financial Planning, Life Insurance (Charitable Giving Programs, Special Risk, Survivor, Term, Universal, Variable, Whole life, Life Settlements), LTC, Worksite Marketing.
Serving: Nationwide
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 (ind.); Life (single premium whole life, special risk, survivor, term, universal life, whole life); Pension (pension plans/profit sharing)
Serving: Nationwide except NY
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
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.
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.
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
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); Universal Life, Survivor Life, Variable Life, Life (term); Whole Life, Premium Finance, LTC ( ind.)
Serving: Nationwide
R. B. TWOGOOD INSURANCE SERVICES
Contact: 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
5504 Pacific Blvd Ste. G
Huntington Park, California 90255
(323) 582-3143
Fax: (323) 582-8392
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, Worker's Comp
Serving: CA
RIVER VIEW FINANCIAL AND INSURANCE SERVICES
and BAY RIVER INSURANCE SERVICES, INC.
Contact: F. Thomas Biglione
Stockton Office: 1330 W. Robinhood Dr., Ste. B Stockton, CA 95207
San Jose Office: 828 S. Bascom Ave., Suite 240, San Jose, CA 95128
Fresno Office: 516 W. Shaw Ave., Suite 200, Fresno, CA 93704
Placentia Office: 895 E. Yorba Linda Blvd., Suite 205 Placentia, CA 92870
Arcadia Office: 650 W. Duarte Road, Suite 209A Arcadia, CA 91007
(209) 957-2977
(866) 252-2977
Fax: (209) 297-2979
Fax: (888) 957-2977
e-mail: info@rvfis.com
Website: www.rvfis.com
Products: Annuities (ind., group); Cancer, Critical Illness, Disability (ind); Life, LTCI, 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
SACHS INSURANCE SERVICES
Contact: Tracy Noreen
1024 W. Robinhood Dr., Ste. 106
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, health 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, Worker's Comp, Worksite Marketing
Serving: N. CA
SENIOR MARKET SALES, INC.
Contact: Dan Trumblee
8420 W. Dodge Rd., 5th Floor
Omaha, NE 68105
(402) 343-3689
(800) 786-5566 x 3689
Fax: (402) 343-9920
e-mail: dtrumblee@serniormarketsales.com
email: jims@serniormarketsales.com
Website: www.serniormarketsales.com
Products: Annuities (ind.); Critical Illness; Dental (ind.); Prescription Drug Card; Health (Int. Major Medical, Medicare Supplement; Short Term Major Med.); Life (gauranteed issue, Living Payout Option, single premium, whole life special risk, survivor, Term, universal, whole life, LTC
STAN ISRAEL INSURANCE SERVICES INC.
Contact: Stan Israel
5699 Kanan Rd., #367
Aguora Hill, CA 91301
(818) 706-1100
Fax: (818) 889-1593
e-mail: sdiins@aol.com
Website: www.sdiins.com
Products: LTC, Life Insurance
Serving: CA
Southern Cal Health Ins. Specialists
Contact: Bob Smeeton
2219 E. Thousand Oaks Blvd., # 384
Thousand Oaks, CA 91362
(866) 606-6614
Fax: (936) 273-5072
email: bobsmeeton@aol.com
Products: Dental (Ind., Group); Annuities (ind.); Financial Planning; Health (Cobra, Group, Ind., Int. Major Medical, MSA's, Medicare Supplement, Short Term Major Med.; Life (Group term, Guranteed Issue, single Premium, special risk, survivor, term, universal, variable, whole life, life settlements); LTC
Serving: CA, TX
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); 401(k); Pension/Profit Sharing, Disability/Group, Vision, Financial Planning, Health (group); Self-Funded Admin, Life (group); Life Settlements, Single Premium Universal Life, Term, Universal Life, Variable Life, Worksite Marketing, Limited Benefits Health Insurance.
Serving: Nationwide
TED ANDERSON INSURANCE SERVICES
Contact: Ted Anderson
1213 First Street, #109
Coronado, CA 92118
Bus: 619-435-3636
Fax: 619-435-3010
Email: 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
TOSTE & ASSOCIATES/ANCILLARY MARKETS
Contact: Phil Toste, Gary Smith
1550 The Alameda, Ste. 315
San Jose, CA 95126
(408) 277-0226
(800) 868-6783
Fax: (408) 277-0237
e-mail: phil@nationwidersm.com
Website: www.nationwidersm.com
Products: Health (ind., Medicare supplement); Group Dental, Life and Ltd
Serving: N. CA
TOTAL FINANCIAL & INSURANCE SERVICES
Contact: Martin Greenberg, Craig Brown
11835 W. Olympic Blvd., #600
Los Angeles, CA 90064
(310) 477-7500
(800) 989-7500
Fax: (310) 575-3912
e-mail: mgreenberg@totalfinancial.com
e-mail: cbrown@totalfinancial.com
Website: www.TotalFinancial.com
Products: Annuities (ind., variable); Life (charitable-giving programs, guaranteed issue, survivor, term, universal life, variable, whole life, secondary market for life insurance).
Serving: Nationwide
TRIAD FINANCIAL INSURANCE MARKETING INC.
Contact: Gordon Silverstein
3255 Wilshire Blvd., Ste. 1850
Los Angeles, CA 90010
(213) 383-4108
(800) 392-9977
Fax: (213) 383-0126
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, living payout option, policy exchange, single premium whole life, special risk, survivor, term, group term, universal life, variable, whole life, secondary market for life insurance); LTC, Pension (401[k]); Prescription Drug Card, Vision, Worker's Comp, Worksite Marketing
Serving: Nationwide
WALLISER ASSOC. INSURANCE AGENCY INC.
Contact: Frank Walliser
7960 Soquel Dr., #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
ZENITH MARKETING GROUP
Contact: Tony DeGregoria
303 W. Main St., Ste. 200
Freehold, NJ 07728
(732) 577-1400
(800) 733-0054
Fax: (732) 577-0111
e-mail: info@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: Nationwid
