A Producer's Guide to Brokerage general agencies and other wholesalers 2009.[ILLUSTRATION OMITTED] Welcome to LIFE INSURANCE SELLING's 12th annual "A Producer's Guide to Brokerage BROKERAGE, contracts. The trade or occupation of a broker; the commissions paid to a broker for his services. General Agencies and Other Wholesalers." This guide includes alphabetical listings for 72 brokerage general agencies (BGAs) and other wholesalers throughout the United States United States, officially United States of America, republic (2005 est. pop. 295,734,000), 3,539,227 sq mi (9,166,598 sq km), North America. The United States is the world's third largest country in population and the fourth largest country in area. . We also present an easy reference chart (p. 52-53) that shows which product categories each firm offers. In addition to the product listings, the BGAs and wholesalers that participated in this survey have provided information about how they support producers' marketing efforts and whether they offer support via the Internet Internet Publicly accessible computer network connecting many smaller networks from around the world. It grew out of a U.S. Defense Department program called ARPANET (Advanced Research Projects Agency Network), established in 1969 with connections between computers at the . You can find that information pages 54-68. We encourage you to follow up with any BGA (Ball Grid Array) A popular surface mount chip package that uses a grid of solder balls as its connectors. Available in plastic and ceramic varieties, BGA is noted for its compact size, high lead count and low inductance, which allows lower voltages to be used. or wholesaler that captures your interest to find out more about the firm's offerings. In mid-March n. 1. the middle part of March. Noun 1. mid-March - the middle part of March period, period of time, time period - an amount of time; "a time period of 30 years"; "hastened the period of time of his recovery"; "Picasso's blue period" , this report will be posted on our Web site, www.lifeinsuranceselling.com. Some of the firms that participated in this survey have established hyperlinks from their listings within the online survey to their own home page. Simply click on the boxed-in Adj. 1. boxed-in - enclosed in or as if in a box; "boxed cigars"; "a confining boxed-in space"; "felt boxed in by the traffic" boxed in, boxed enclosed - closed in or surrounded or included within; "an enclosed porch"; "an enclosed yard"; "the enclosed check company name to go directly to that site. As you work to place new business, enhance existing business, or move into more advanced markets, we hope this guide will serve as a useful resource. --The Editors
Companies Accident Cafeteria Plans Critical
Insurance /Section 125 Illness
ACS/ Paradigm Insurance *
Marketing
AIP Group, The *
American Ins. Marketing
Services, Inc.
American Retirement
Systems
America's First *
Financial Corporation
AMZ Financial Insurance
Services, LLC
ANBC
Annuities Exchange
Art Jetter & Company * * *
Ash Brokerage
Corporation
Benefit Program
Services, Inc.
Blumberg Financial *
Services, LLC
Bogdan and
Associates, Inc.
Borden Hamman Agency *
Brokerage Inc., The * *
Brokerage Solutions,
Inc.
Brokerage Unlimited,
Inc.
Brokers Clearing *
House, Ltd.
Brokers International,
Ltd.
Calkins Kramer * *
Insurance Inc.
Champion Agency, Inc. *
Colonial Brokerage
House, Inc.
Cornerstone Ins. & * * *
Financial
Services, Inc.
CPI Companies
Creative Marketing
Crump Life Insurance *
Services
Custom Benefit Plans * *
DAI (Dworkin
Associates, Inc.)
Dallas Financial *
Wholesalers
Davis Life Brokerage
Disability Insurance * *
Services
Dunhill Marketing & *
Ins. Services, Inc.
ECA Marketing, Inc.
ELA Settlement
Services, LLC
Emmett Insurance Group *
Eugene Cohen Insurance *
Agency, Inc.
Exceptional Risk *
Advisors, LLC
F.P.A., Inc.
Fairlane Financial
Corp.
Final Expense Brokerage
Financial Brokerage, *
Inc.
First American Insurance
Underwriters
Fitzsimmons Brokerage
Agency *
Global Insurance * *
Resources Group
Gorilla Insurance
Marketing, Inc.
Highland Capital
Brokerage
Hutchens Brokerage
Group, Inc.
Ideal Producers Group
Insurance Wholesalers, * *
Inc.
J. L. Thomas & *
Co., Inc.
Joline Associates
LifePro Financial
Services, Inc.
LifeStyle Insurance
Services, Inc.
LTCI Partners, LLC
M2 Settlements
Marcus Insurance Agency, * * *
Inc., The
Marketing Alliance,
Inc., The
National College Funding *
Strategies, Inc.
National Long-Term Care *
Brokers
OC Life Insurance
Agency, Inc.
Ohlson Group, Inc., * *
The
Partners Advantage Ins. *
Services, LLC
Petersen International *
Underwriters
PIPAC Life *
Resource Brokerage, LLC * * *
Safe Harbor Financial,
Inc.
Secured Financial
Solutions, LLC
Tomorrow's Financial
Services
Underwriters Marketing
Service Inc.
Underwriting Specialists,
Inc.
Wholehan Marketing
Associates
Zenith Marketing Group, *
Inc.
Companies Disability Employee Final Fixed
Income Benefits Expense Annuities
Insurance Plans
ACS/ Paradigm Insurance * *
Marketing
AIP Group, The * * *
American Ins. Marketing *
Services, Inc.
American Retirement * *
Systems
America's First * * *
Financial Corporation
AMZ Financial Insurance * *
Services, LLC
ANBC * *
Annuities Exchange *
Art Jetter & Company * * * *
Ash Brokerage * *
Corporation
Benefit Program * * *
Services, Inc.
Blumberg Financial * * *
Services, LLC
Bogdan and *
Associates, Inc.
Borden Hamman Agency * * *
Brokerage Inc., The * * * *
Brokerage Solutions, * *
Inc.
Brokerage Unlimited, *
Inc.
Brokers Clearing * * *
House, Ltd.
Brokers International, *
Ltd.
Calkins Kramer * * *
Insurance Inc.
Champion Agency, Inc. * * *
Colonial Brokerage * *
House, Inc.
Cornerstone Ins. & * * * *
Financial
Services, Inc.
CPI Companies *
Creative Marketing * *
Crump Life Insurance * *
Services
Custom Benefit Plans * * * *
DAI (Dworkin * *
Associates, Inc.)
Dallas Financial * * *
Wholesalers
Davis Life Brokerage * *
Disability Insurance *
Services
Dunhill Marketing & * * * *
Ins. Services, Inc.
ECA Marketing, Inc. * *
ELA Settlement
Services, LLC
Emmett Insurance Group * * *
Eugene Cohen Insurance * * *
Agency, Inc.
Exceptional Risk *
Advisors, LLC
F.P.A., Inc. * *
Fairlane Financial *
Corp.
Final Expense Brokerage * * *
Financial Brokerage, * * *
Inc.
First American Insurance * * *
Underwriters
Fitzsimmons Brokerage * * * *
Agency
Global Insurance * * * *
Resources Group
Gorilla Insurance * *
Marketing, Inc.
Highland Capital * *
Brokerage
Hutchens Brokerage * *
Group, Inc.
Ideal Producers Group *
Insurance Wholesalers, *
Inc.
J. L. Thomas & * *
Co., Inc.
Joline Associates *
LifePro Financial * * *
Services, Inc.
LifeStyle Insurance
Services, Inc.
LTCI Partners, LLC *
M2 Settlements
Marcus Insurance Agency, * * * *
Inc., The
Marketing Alliance, * * * *
Inc., The
National College Funding * * * *
Strategies, Inc.
National Long-Term Care * * * *
Brokers
OC Life Insurance
Agency, Inc.
Ohlson Group, Inc., * *
The
Partners Advantage Ins. * * *
Services, LLC
Petersen International * *
Underwriters
PIPAC Life * * *
Resource Brokerage, LLC * * * *
Safe Harbor Financial, *
Inc.
Secured Financial *
Solutions, LLC
Tomorrow's Financial * * *
Services
Underwriters Marketing * * *
Service Inc.
Underwriting Specialists, * *
Inc.
Wholehan Marketing * *
Associates
Zenith Marketing Group, * * *
Inc.
Companies Health Impaired Impaired
Savings Risk Risk
Accounts Life Disability
ACS/ Paradigm Insurance *
Marketing
AIP Group, The *
American Ins. Marketing
Services, Inc.
American Retirement
Systems
America's First *
Financial Corporation
AMZ Financial Insurance
Services, LLC
ANBC
Annuities Exchange
Art Jetter & Company * * *
Ash Brokerage * *
Corporation
Benefit Program * *
Services, Inc.
Blumberg Financial * *
Services, LLC
Bogdan and *
Associates, Inc.
Borden Hamman Agency *
Brokerage Inc., The * *
Brokerage Solutions, *
Inc.
Brokerage Unlimited, *
Inc.
Brokers Clearing *
House, Ltd.
Brokers International,
Ltd.
Calkins Kramer * *
Insurance Inc.
Champion Agency, Inc. * *
Colonial Brokerage *
House, Inc.
Cornerstone Ins. & * *
Financial
Services, Inc.
CPI Companies
Creative Marketing
Crump Life Insurance * *
Services
Custom Benefit Plans * * *
DAI (Dworkin * *
Associates, Inc.)
Dallas Financial *
Wholesalers
Davis Life Brokerage *
Disability Insurance *
Services
Dunhill Marketing & *
Ins. Services, Inc.
ECA Marketing, Inc. *
ELA Settlement
Services, LLC
Emmett Insurance Group * *
Eugene Cohen Insurance * *
Agency, Inc.
Exceptional Risk * *
Advisors, LLC
F.P.A., Inc. *
Fairlane Financial
Corp.
Final Expense Brokerage *
Financial Brokerage, * *
Inc.
First American Insurance * *
Underwriters
Fitzsimmons Brokerage * * *
Agency
Global Insurance * *
Resources Group
Gorilla Insurance * *
Marketing, Inc.
Highland Capital
Brokerage
Hutchens Brokerage *
Group, Inc.
Ideal Producers Group * *
Insurance Wholesalers, *
Inc.
J. L. Thomas &
Co., Inc.
Joline Associates *
LifePro Financial *
Services, Inc.
LifeStyle Insurance * *
Services, Inc.
LTCI Partners, LLC
M2 Settlements
Marcus Insurance Agency, * *
Inc., The
Marketing Alliance, * *
Inc., The
National College Funding *
Strategies, Inc.
National Long-Term Care * *
Brokers
OC Life Insurance *
Agency, Inc.
Ohlson Group, Inc., *
The
Partners Advantage Ins. *
Services, LLC
Petersen International *
Underwriters
PIPAC Life * *
Resource Brokerage, LLC * * *
Safe Harbor Financial, *
Inc.
Secured Financial
Solutions, LLC
Tomorrow's Financial * * *
Services
Underwriters Marketing * *
Service Inc.
Underwriting Specialists, *
Inc.
Wholehan Marketing *
Associates
Zenith Marketing Group, *
Inc.
Companies Indexed Individual International
Annuities Health/ Insurance
Medical
Plans
ACS/ Paradigm Insurance *
Marketing
AIP Group, The *
American Ins. Marketing
Services, Inc.
American Retirement *
Systems
America's First *
Financial Corporation
AMZ Financial Insurance *
Services, LLC
ANBC *
Annuities Exchange *
Art Jetter & Company * * *
Ash Brokerage * *
Corporation
Benefit Program *
Services, Inc.
Blumberg Financial * *
Services, LLC
Bogdan and *
Associates, Inc.
Borden Hamman Agency *
Brokerage Inc., The * *
Brokerage Solutions,
Inc.
Brokerage Unlimited,
Inc.
Brokers Clearing *
House, Ltd.
Brokers International,
Ltd.
Calkins Kramer *
Insurance Inc.
Champion Agency, Inc. * *
Colonial Brokerage *
House, Inc.
Cornerstone Ins. & * *
Financial
Services, Inc.
CPI Companies *
Creative Marketing *
Crump Life Insurance *
Services
Custom Benefit Plans * *
DAI (Dworkin *
Associates, Inc.)
Dallas Financial * *
Wholesalers
Davis Life Brokerage *
Disability Insurance *
Services
Dunhill Marketing & * *
Ins. Services, Inc.
ECA Marketing, Inc. *
ELA Settlement
Services, LLC
Emmett Insurance Group * *
Eugene Cohen Insurance *
Agency, Inc.
Exceptional Risk
Advisors, LLC
F.P.A., Inc. * *
Fairlane Financial *
Corp.
Final Expense Brokerage
Financial Brokerage, *
Inc.
First American Insurance * *
Underwriters
Fitzsimmons Brokerage * *
Agency
Global Insurance * *
Resources Group
Gorilla Insurance *
Marketing, Inc.
Highland Capital *
Brokerage
Hutchens Brokerage * *
Group, Inc.
Ideal Producers Group *
Insurance Wholesalers,
Inc.
J. L. Thomas &
Co., Inc.
Joline Associates * *
LifePro Financial *
Services, Inc.
LifeStyle Insurance
Services, Inc.
LTCI Partners, LLC
M2 Settlements
Marcus Insurance Agency, * *
Inc., The
Marketing Alliance, *
Inc., The
National College Funding *
Strategies, Inc.
National Long-Term Care *
Brokers
OC Life Insurance *
Agency, Inc.
Ohlson Group, Inc., *
The
Partners Advantage Ins. *
Services, LLC
Petersen International * *
Underwriters
PIPAC Life * *
Resource Brokerage, LLC * * *
Safe Harbor Financial, *
Inc.
Secured Financial *
Solutions, LLC
Tomorrow's Financial * *
Services
Underwriters Marketing *
Service Inc.
Underwriting Specialists, *
Inc.
Wholehan Marketing *
Associates
Zenith Marketing Group, *
Inc.
Companies Investments Jumbo Life Long-
Cases Settlements Term
Care
ACS/ Paradigm Insurance * *
Marketing
AIP Group, The * *
American Ins. Marketing *
Services, Inc.
American Retirement
Systems
America's First * *
Financial Corporation
AMZ Financial Insurance * *
Services, LLC
ANBC
Annuities Exchange
Art Jetter & Company * * * *
Ash Brokerage * *
Corporation
Benefit Program * *
Services, Inc.
Blumberg Financial * * *
Services, LLC
Bogdan and * *
Associates, Inc.
Borden Hamman Agency * * *
Brokerage Inc., The *
Brokerage Solutions, * *
Inc.
Brokerage Unlimited, * *
Inc.
Brokers Clearing * * *
House, Ltd.
Brokers International, *
Ltd.
Calkins Kramer * *
Insurance Inc.
Champion Agency, Inc. * * *
Colonial Brokerage * *
House, Inc.
Cornerstone Ins. & * * *
Financial
Services, Inc.
CPI Companies * * *
Creative Marketing * *
Crump Life Insurance * * *
Services
Custom Benefit Plans * * *
DAI (Dworkin * *
Associates, Inc.)
Dallas Financial * *
Wholesalers
Davis Life Brokerage * * *
Disability Insurance *
Services
Dunhill Marketing & * *
Ins. Services, Inc.
ECA Marketing, Inc. * *
ELA Settlement *
Services, LLC
Emmett Insurance Group * * * *
Eugene Cohen Insurance * *
Agency, Inc.
Exceptional Risk *
Advisors, LLC
F.P.A., Inc. * * *
Fairlane Financial
Corp.
Final Expense Brokerage
Financial Brokerage, * *
Inc.
First American Insurance * * *
Underwriters
Fitzsimmons Brokerage * * * *
Agency
Global Insurance * * * *
Resources Group
Gorilla Insurance * *
Marketing, Inc.
Highland Capital * * *
Brokerage
Hutchens Brokerage * * * *
Group, Inc.
Ideal Producers Group *
Insurance Wholesalers,
Inc.
J. L. Thomas & * * *
Co., Inc.
Joline Associates * *
LifePro Financial * * *
Services, Inc.
LifeStyle Insurance *
Services, Inc.
LTCI Partners, LLC *
M2 Settlements *
Marcus Insurance Agency, * * *
Inc., The
Marketing Alliance, * *
Inc., The
National College Funding * *
Strategies, Inc.
National Long-Term Care * * *
Brokers
OC Life Insurance * *
Agency, Inc.
Ohlson Group, Inc., * * * *
The
Partners Advantage Ins. * * *
Services, LLC
Petersen International *
Underwriters
PIPAC Life *
Resource Brokerage, LLC * *
Safe Harbor Financial,
Inc.
Secured Financial * *
Solutions, LLC
Tomorrow's Financial * * * *
Services
Underwriters Marketing * * *
Service Inc.
Underwriting Specialists, *
Inc.
Wholehan Marketing * *
Associates
Zenith Marketing Group, * * *
Inc.
Companies Section Single Survivorship
401(k) Premium Life
Plans Whole
Life
ACS/ Paradigm Insurance * *
Marketing
AIP Group, The * * *
American Ins. Marketing
Services, Inc.
American Retirement *
Systems
America's First * *
Financial Corporation
AMZ Financial Insurance *
Services, LLC
ANBC
Annuities Exchange *
Art Jetter & Company * * *
Ash Brokerage * *
Corporation
Benefit Program * *
Services, Inc.
Blumberg Financial * * *
Services, LLC
Bogdan and * *
Associates, Inc.
Borden Hamman Agency *
Brokerage Inc., The *
Brokerage Solutions,
Inc.
Brokerage Unlimited, * *
Inc.
Brokers Clearing * *
House, Ltd.
Brokers International,
Ltd.
Calkins Kramer * *
Insurance Inc.
Champion Agency, Inc. * *
Colonial Brokerage * *
House, Inc.
Cornerstone Ins. & * *
Financial
Services, Inc.
CPI Companies *
Creative Marketing *
Crump Life Insurance * * *
Services
Custom Benefit Plans * *
DAI (Dworkin * *
Associates, Inc.)
Dallas Financial * * *
Wholesalers
Davis Life Brokerage * * *
Disability Insurance
Services
Dunhill Marketing & * * *
Ins. Services, Inc.
ECA Marketing, Inc. * *
ELA Settlement
Services, LLC
Emmett Insurance Group * *
Eugene Cohen Insurance * *
Agency, Inc.
Exceptional Risk
Advisors, LLC
F.P.A., Inc. *
Fairlane Financial
Corp.
Final Expense Brokerage
Financial Brokerage, * * *
Inc.
First American Insurance * *
Underwriters
Fitzsimmons Brokerage * *
Agency
Global Insurance * * *
Resources Group
Gorilla Insurance * *
Marketing, Inc.
Highland Capital * *
Brokerage
Hutchens Brokerage *
Group, Inc.
Ideal Producers Group
Insurance Wholesalers,
Inc.
J. L. Thomas & * *
Co., Inc.
Joline Associates * *
LifePro Financial * *
Services, Inc.
LifeStyle Insurance
Services, Inc.
LTCI Partners, LLC
M2 Settlements
Marcus Insurance Agency, * *
Inc., The
Marketing Alliance, * * *
Inc., The
National College Funding * *
Strategies, Inc.
National Long-Term Care * * *
Brokers
OC Life Insurance * *
Agency, Inc.
Ohlson Group, Inc., * * *
The
Partners Advantage Ins. * *
Services, LLC
Petersen International
Underwriters
PIPAC Life * *
Resource Brokerage, LLC * * *
Safe Harbor Financial, * *
Inc.
Secured Financial *
Solutions, LLC
Tomorrow's Financial * * *
Services
Underwriters Marketing * * *
Service Inc.
Underwriting Specialists, *
Inc.
Wholehan Marketing * *
Associates
Zenith Marketing Group, * *
Inc.
Companies Tax-Sheltered Term Universal
Annuities/ Life
Section
403(b)Term
ACS/ Paradigm Insurance * * *
Marketing
AIP Group, The * * *
American Ins. Marketing
Services, Inc.
American Retirement * *
Systems
America's First * *
Financial Corporation
AMZ Financial Insurance *
Services, LLC
ANBC * *
Annuities Exchange
Art Jetter & Company * * *
Ash Brokerage * * *
Corporation
Benefit Program * *
Services, Inc.
Blumberg Financial * *
Services, LLC
Bogdan and * *
Associates, Inc.
Borden Hamman Agency * *
Brokerage Inc., The * *
Brokerage Solutions,
Inc.
Brokerage Unlimited, * *
Inc.
Brokers Clearing * * *
House, Ltd.
Brokers International, * *
Ltd.
Calkins Kramer * * *
Insurance Inc.
Champion Agency, Inc. * * *
Colonial Brokerage * *
House, Inc.
Cornerstone Ins. & * * *
Financial
Services, Inc.
CPI Companies * *
Creative Marketing * * *
Crump Life Insurance * * *
Services
Custom Benefit Plans * * *
DAI (Dworkin * *
Associates, Inc.)
Dallas Financial * * *
Wholesalers
Davis Life Brokerage * * *
Disability Insurance
Services
Dunhill Marketing & * * *
Ins. Services, Inc.
ECA Marketing, Inc. * * *
ELA Settlement
Services, LLC
Emmett Insurance Group * * *
Eugene Cohen Insurance * *
Agency, Inc.
Exceptional Risk
Advisors, LLC
F.P.A., Inc. * *
Fairlane Financial
Corp.
Final Expense Brokerage
Financial Brokerage, * * *
Inc.
First American Insurance * * *
Underwriters
Fitzsimmons Brokerage * *
Agency
Global Insurance * * *
Resources Group
Gorilla Insurance * * *
Marketing, Inc.
Highland Capital * *
Brokerage
Hutchens Brokerage * *
Group, Inc.
Ideal Producers Group * *
Insurance Wholesalers, * *
Inc.
J. L. Thomas & * *
Co., Inc.
Joline Associates * *
LifePro Financial * * *
Services, Inc.
LifeStyle Insurance
Services, Inc.
LTCI Partners, LLC
M2 Settlements
Marcus Insurance Agency, * * *
Inc., The
Marketing Alliance, * * *
Inc., The
National College Funding * * *
Strategies, Inc.
National Long-Term Care * * *
Brokers
OC Life Insurance * *
Agency, Inc.
Ohlson Group, Inc., * * *
The
Partners Advantage Ins. * * *
Services, LLC
Petersen International
Underwriters
PIPAC Life * * *
Resource Brokerage, LLC * *
Safe Harbor Financial, * * *
Inc.
Secured Financial *
Solutions, LLC
Tomorrow's Financial * * *
Services
Underwriters Marketing * * *
Service Inc.
Underwriting Specialists, * *
Inc.
Wholehan Marketing * * *
Associates
Zenith Marketing Group, * * *
Inc.
Companies Variable Variable Variable Whole
Annuities Life Universal Life
Life
ACS/ Paradigm Insurance *
Marketing
AIP Group, The *
American Ins. Marketing
Services, Inc.
American Retirement *
Systems
America's First * *
Financial Corporation
AMZ Financial Insurance *
Services, LLC
ANBC *
Annuities Exchange *
Art Jetter & Company * * * *
Ash Brokerage * * * *
Corporation
Benefit Program *
Services, Inc.
Blumberg Financial * * * *
Services, LLC
Bogdan and *
Associates, Inc.
Borden Hamman Agency * * * *
Brokerage Inc., The * *
Brokerage Solutions,
Inc.
Brokerage Unlimited, * * *
Inc.
Brokers Clearing * * *
House, Ltd.
Brokers International,
Ltd.
Calkins Kramer *
Insurance Inc.
Champion Agency, Inc. * * *
Colonial Brokerage * * *
House, Inc.
Cornerstone Ins. & *
Financial
Services, Inc.
CPI Companies * * *
Creative Marketing *
Crump Life Insurance * * *
Services
Custom Benefit Plans *
DAI (Dworkin *
Associates, Inc.)
Dallas Financial * *
Wholesalers
Davis Life Brokerage * * *
Disability Insurance
Services
Dunhill Marketing & * * * *
Ins. Services, Inc.
ECA Marketing, Inc. *
ELA Settlement
Services, LLC
Emmett Insurance Group * * * *
Eugene Cohen Insurance *
Agency, Inc.
Exceptional Risk
Advisors, LLC *
F.P.A., Inc.
Fairlane Financial *
Corp.
Final Expense Brokerage *
Financial Brokerage, * *
Inc.
First American Insurance * * * *
Underwriters
Fitzsimmons Brokerage * * * *
Agency
Global Insurance * * * *
Resources Group
Gorilla Insurance *
Marketing, Inc.
Highland Capital * * * *
Brokerage
Hutchens Brokerage * * * *
Group, Inc.
Ideal Producers Group
Insurance Wholesalers, * * *
Inc.
J. L. Thomas & * * * *
Co., Inc.
Joline Associates * * *
LifePro Financial * * * *
Services, Inc.
LifeStyle Insurance
Services, Inc.
LTCI Partners, LLC
M2 Settlements
Marcus Insurance Agency, *
Inc., The
Marketing Alliance, *
Inc., The
National College Funding *
Strategies, Inc.
National Long-Term Care *
Brokers
OC Life Insurance
Agency, Inc. * * *
Ohlson Group, Inc., * * * *
The
Partners Advantage Ins.
Services, LLC
Petersen International * *
Underwriters
PIPAC Life *
Resource Brokerage, LLC *
Safe Harbor Financial, *
Inc.
Secured Financial * * * *
Solutions, LLC
Tomorrow's Financial * * * *
Services
Underwriters Marketing *
Service Inc.
Underwriting Specialists, *
Inc.
Wholehan Marketing *
Associates
Zenith Marketing Group, * * * *
Inc.
Hardware and
Companies Sofware Support
ACS/Paradigm Ins. Marketing Company/rate comparisons
16601 Ventura Blvd., #307 Product illustration
Encino, CA 91436-1921 download
Paul D. Kaplan, CLU
818-380-0034 Fax: 818-380-0203
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All states
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Broker Consultant illustration software
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101 TechnaCenter Dr. Product illustration
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Most of the U.S.
American Retirement Systems Product illustration
5700 University Avenue, Ste. 250 download Product
West Des Moines, IA 50266 illustration software
Mitchell Whitney on CD Sales
888-969-7384 Fax: 515-224-6849 presentation software
mitch.whitney@american
retirementsystems.com
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St. Peters, MO 63376 illustration download
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Most of the U.S.
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1333 El Camino software Company/rate
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anbc@anbc.com software on CD Sales
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Annuities Exchange Product illustration
P.O. Box 26498 download Sales
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John Douglass
800-572-7283 Fax: 414-774-1536
TopRates@AnnuitiesExchange.com
All states
Art Jetter & Company Client management
11305 Chicago Circle software Company/
Omaha, NE 68154 rate comparisons
International Hardware support
All states Product illustration
download Product
illustration software
on CD Sales presentation
software Software for
lead generation
Technical support
Training software
Ash Brokerage Corporation Company/rate comparisons
7609 West Jefferson Boulevard Product illustration
Fort Wayne, IN 46804 download Product
Craig Klenk illustration software
800-589-3000, ext. 0702 Fax: 260-479-6092 on CD Sales presentation
CKlenk@ashbrokerage.com software Technical
All states support Training software
Benefit Program Services, Inc. Company/rate comparisons
2444 Morris Avenue Product illustration
Union, NJ 07083 download Product
Alan Meyerowitz illustration software
908-688-0204 Fax: 908-688-4492 on CD
info@bpsinc-online.com
CT, DE, FL, NJ, NY, PA, DC
Blumberg Financial Services, LLC Client management
714 N. Bethlehem Pike, Ste. 200 software Company/rate
Lower Gwynedd, PA 19002 comparisons Product
Alyse N. Blumberg, MEd, CLU, ChFC, CASL, illustration download
CLTC Product illustration
267-419-1700 Fax: 267-267-1707 software on CD Sales
alyse@blumbergfinancial.com presentation software
Most of the U.S. Technical support
Training software
Bogdan and Associates, Inc. Company/rate
P.O. Box 2628 comparisons Product
Loves Park, IL 61132 illustration download
Walt Bogdan
800-225-2286 Fax: 815-639-0004
Walt@BogdanIns.com
AZ, CO, CT, FL, IA, IL, IN, KY, MD, MI,
MN, MO, NJ, NV, OH, TX, VA, WI, WV
Borden Hamman Agency Company/rate comparisons
9868 Plano Road Product illustration
Dallas, TX 75238 download Product
Christi Daughenbaugh, CLTC illustration software on
214-349-4911 Fax: 214-343-3999 CD Sales presentation
cmdaughenbaugh@bordenhamman.com software Technical
All states support
Brokerage Inc., The Company/rate comparisons
233 West Main Street Product illustration
Lewisville, TX 75057 download Product
Chris Renfro illustration software
469-635-6000 Fax: 469-635-6001 on Sales presentation
Chris@TheBrokerageInc.com software Technical
All states support
Brokerage Solutions, Inc. Product illustration
3979 Park Towne CT NE download Sales
Cedar Rapids, IA 52402 presentation software
Tom Petsche, Sr., CLU, ChFC, RHU
319-393-9410 Fax: 319-393-9606
ditlp@aol.com
All states except NY
Brokerage Unlimited, Inc. Company/rate comparisons
P.O. Box 419006 Product illustration
St. Louis, MO 63141 download Technical
Michael Tessler support A variety
314-392-2841 Fax: 314-392-2842 of options at
mtessler@brokerageunlimited.com www.brokerage
Most of the U.S. unlimited.com
Brokers Clearing House, Ltd. Company/rate comparisons
4546 Corporate Drive, Ste. 155 Product illustration
West Des Moines, IA 50266 download Product
Debbie Hannam illustration software
515-223-9479 Fax: 515-224-5948 on CD Sales presentation
dhannam@bchlife.com software Training
All states except AK, VI, Guam, PR software
Brokers International, Ltd. None
1200 E Main Street
Panora, IA 50216
Steve Grinna
800-362-1097 Fax: 641-755-4201
sgrinna@biltd.com
All states except AK, Guam, PR
Calkins Kramer Insurance Inc. Company/rate comparisons
10261 4th Street North Product illustration
St.Petersburg, FL 33716 software on CD
Kyle V. Calkins Sales presentation
727-577-9610 Fax: 727-577-9610 software Technical
kvc@calkinskramer.com support
All states
Champion Agency, Inc. Client management
8801 Horizon Blvd., N.E. Ste. 320 software Company/rate
Albuquerque, NM 87113 comparisons Hardware
Kenneth Sapon support Product
505-265-8511, ext. 106 Fax: 505-265-8513 illustration
ken@champion-agency.com download Product
illustration software
on CD Sales
presentation software
All states Technical
support Training
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Colonial Brokerage House, Inc. Company/rate
1000 Jefferson Street comparisons
Lynchburg, VA 24505 Product illustration
Regina Dolan-Sewell download Product
434-528-0724 Fax: 434-846-1690 illustration software
gina@colonialbrokeragehouse.com on CD Sales
Mid-Atlantic States--DE, FL, GA, KY, presentation software
MD, MN, NC, NY, PA, SC, TN, VA, WV, DC Technical support
Training software
Cornerstone Insurance and Financial Client management
Services, Inc. software Company/
P.O. Box 381625 rate comparisons
Birmingham, AL 35238 Hardware support
Product illustration
download
Rick Radford Product illustration
800-345-2133 Fax: 205-980-7422 software on CD Sales
Rick@CornerstoneIns.com presentation software
Most of the U.S. Software for lead
generation Technical
support Training software
CPI Companies Company/rate comparisons
513 Centennial Blvd. Product illustration
Voorhees, NJ 08043 download Product
Mike McKee illustration software
856-874-1250 Fax: 856-874-1255 on CD Sales presentation
mckee@cpicompanies.com software Technical
All states support
Creative Marketing Company/rate comparisons
11460 Tomahawk Creek Parkway Product illustration
Leawood, KS 66211 download Product
Merrit Strunk illustration software
800-992-2642 Fax: 913-814-0512 on CD Sales presentation
getcreative@creativemarketing.net software Software for
All states, PR lead generation
Technical support
Training software
Crump Life Insurance Services Company/rate comparisons
105 Eisenhower Parkway Product illustration
Roseland, NJ 07068 download Sales
Sherri K. Lindenberg presentation software
973-461-2153 Fax: 717-703-4704 Technical support
sherri.lindenberg@crump.com
All states
Custom Benefit Plans Company/rate comparisons
616 Easton Road, P.O. Box 499 Product illustration
Willow Grove, PA 19090-0499 download Product
Greg DuPlessis illustration software
866-422-9188, ext. 222 Fax: 215-659-4708 on CD Sales presentation
greg@custombenefitplans.com software Technical
All states support Training software
DAI (Dworkin Associates, Inc.) Company/rate comparisons
22 South Main Street Product illustration
Rochester, NH 03867 download
Gary S. Dworkin, CLU, RHU
800-777-0061 Fax: 603-332-0955
gsd@Dworkin.com
All states
Dallas Financial Wholesalers Company/rate comparisons
7512 San Jacinto Place, Ste. 100 Product illustration
Plano, TX 75024 download Product
Ronald G Hogsett illustration software
800-746-8397 Fax: 972-788-0634 on CD Sales
rhogsett@ronrawlings.com presentation software
All states Training software
Davis Life Brokerage Company/rate comparisons
801 Ashworth Road Product illustration
West Des Moines, IA 50265 download Product
Trent A. Davis illustration software
800-747-5612 Fax: 515-222-1666 on CD Sales
dlb@DavisLife.com presentation software
All states
Disability Insurance Services Company/rate comparisons
4444 Zion Avenue, Ste. B Product illustration
San Diego, CA 92120 download Product
Daniel C. Steenerson, CLU, ChFC, RHU illustration software
800-898-9641 Fax: 619-284-8474 on CD
sales@diservices.com
All states
Dunhill Marketing & Insurance Client management
Services, Inc. software Company/
2341 5th Avenue San Diego, CA 92101 rate comparisons
Tony Steigerwald Product illustration
619-578-7800, ext. 113 Fax: 619-578-7819 download Product
tonys@dunhillinsurance.com illustration software
International on CD Sales
All states presentation software
Technical support
Training software
ECA Marketing, Inc. Company/rate comparisons
11095 Viking Drive Product illustration
Eden Prairie, MN 55344 download
Sharyl Schultz
952-941-9710 Fax: 952-229-8343
sharyl@ecamarketing.com
All states
ELA Settlement Services, LLC None
1435 Morris Ave
Union, NJ 07083
Paul H. Nagelberg
800-388-0103 Fax: 908-810-4159
pnagelberg@execlife.com
Most of the U.S. except AK, KY, MT, ND, NV,
OK, WV, VI, Guam, PR
Emmett Insurance Group Company/rate comparisons
7700 N. Kendall Drive Product illustration
Miami, FL 33156 download Product
Ethan C. Emmett illustration software
305-270-0999 Fax: 305-270-0093 on CD Sales presentation
eig@bellsouth.net software Technical
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, LA, support
MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA,
SC, TX, VA, WA
Eugene Cohen Insurance Agency, Inc. Immense selection of
9933 Lawler, Ste. 140 company i illustration,
Skokie, IL 60077 concept, and
Michael Cohen marketing software.
800-333-4340
nate@cohenagency.net
Most of the U.S.
Exceptional Risk Advisors, LLC None
1 International Blvd., Ste. 625
Mahwah, NJ 07495
Sean McNiff
201-252-4717 Fax: 201-512-0221
sean.mcniff@exceptionalriskadvisors.com
All states
F.P.A., Inc. Company/rate
2401 Morris Ave. comparisons Product
Union, NJ 07083 illustration download
Benjamin J. Bishkoff, LUTCF Sales presentation
908-810-4400 Fax: 908-810-4465 software
ben@fpainsurance.com
Most of the U.S.
Fairlane Financial Corp. Product illustration
1200 South Pine Island Rd., Ste. 100 download Product
Fort Lauderdale, FL 33324 illustration software
Ron Lane on CD Technical support
800-327-1460 Fax: 954-476-0051
Rdlane@888Fairlane.com
All states
Final Expense Brokerage Product illustration
4801 Dressler Rd. N.W., Ste. 180 download Product
Canton, OH 44718 illustration software
Rob Swanson on CD
888-318-4498 Fax: 330-493-0715
FEBrokerage@aol.com
All states except NY
Financial Brokerage, Inc. Company/rate comparisons
2238 South 156th Circle Product illustration
Omaha, NE 68130 download Product
Bruce Dickes, CLU, ChFC, FLMI/M illustration software
800-397-9999 Fax: 402-334-6301 on CD Sales presentation
bdickes@fb-inc.com software Software for
All states except VI, Guam, PR lead generation
First American Insurance Underwriters Client management
460 Hillside Avenue software Company/
Needham, MA 02494 rate comparisons
Kenneth Shapiro Hardware support
781-449-6800 Fax: 781-449-7694 Product illustration
kshapiro@faiu.com download Product
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support Training software
Fitzsimmons Brokerage Agency Company/rate comparisons
3633 Hill Road Product illustration
Parsippany, NJ 07054-1001 download Product
Michael T. Fitzsimmons, CLU, LTCP illustration software
973-299-1511 Fax: 973-299-1660 on CD Sales
fitz1511@optonline.net presentation software
CA, CO, DE, FL, GA, IL, KS, MD, NJ, NY, OH,
PA, VT, WA, WV
Global Insurance Resources Group Company/rate comparisons
9744 Wilshire Blvd., #306 Product illustration
Beverly Hills, CA 90212 download Product
Mehrdad Taghdiri, CFP illustration software
310-550-3300 Fax: 310-550-3390 on CD Sales presentation
sales@irginsurance.com software Technical
International support
All states
Gorilla Insurance Marketing, Inc. Client management
185 NE Dartmoor Dr. software Company/rate
Waukee, IA 50263 comparisons Product
Dina Privitera illustration download
866-886-6387 Fax: 515-987-3728 Product illustration
dprivitera@gorillainsurancemarketing.com software on CD Sales
All states presentation software
Training software
Highland Capital Brokerage Company/rate comparisons
20 Commerce Dr., Ste. 150 Product illustration
Cranford, NJ 07016 download Sales
Tony Catrini, VP Marketing presentation software
908-272-8870 Fax: 908-272-2163
tcatrini@highland.com
NJ, NY
Hutchens Brokerage Group, Inc. Company/rate comparisons
2002 N. Lois Avenue, Ste. 270 Product illustration
Tampa, FL 33607 download Technical
George Hutchens, CLU, ChFC support
813-414-9200 or 800-752-3235
Fax: 813-414-0500
george@hutchensbrokerage.com
Southeast
Ideal Producers Group Company/rate comparisons
7400 College Blvd., Ste. 205 Product illustration
Overland Park, KS 66210 download Product
Robb Edwards illustration software
888-433-2507 Fax: 913-6470627 on CD Sales presentation
redwards@idealpg.com software
All states except NY
Insurance Wholesalers, Inc. Company/rate comparisons
6939 Sunrise Blvd., Ste. 107 Product illustration
Citrus Heights, CA 95610 download Product
Natasha Price illustration software
800-689-5490 Fax: 916-723-8770 on CD Sales
nprice@insurancewholesalers.com presentation software
All states Training software
J.L. Thomas & Co., Inc. Company/rate comparisons
1500 Chester Avenue Product illustration
Cleveland, OH 44114 download Product
J. Michael Thomas, CLU illustration software
216-241-2300 Fax: 216-241-5070 on CD Sales
mike@jlthomasco.com presentation software
AZ, CA, FL, GA, HI, IN, KY, MN, MO, MT, NC, Technical support
NY, OH, PA, SC, TX, VA, WA, WI, DC Training software
Joline Associates Company/rate comparisons
1040 Broad Street, Ste. 101 Product illustration
Shrewsbury, NJ 07702 download Product
Pat Joline illustration software
800-203-2797 Fax: 732-542-3510 on CD Sales presentation
joline@exit109.com software Technical
All states support
LifePro Financial Services, Inc. Client management
11452 El Camino Real software Company/
San Diego, CA 92130 rate comparisons
Lara Finley Hardware support
888-543-3776 Product illustration
lara@lifepro.com download Product
All states illustration software
on CD Sales
presentation software
Software for lead
generation Technical
support Training
software
LifeStyle Insurance Services, Inc. Company/rate comparisons
30448 Rancho Viejo Rd., Ste. 250 Product illustration
San Juan Capistrano, CA 92675 download Product
Carol Gardner illustration software
949-272-2260 on CD Sales presentation
cgardner@lifestyleinsurance.com software Training
All states software
LTCI Partners, LLC Company/rate comparisons
100 Field Drive, Ste. 140 Product illustration
Lake Forest, IL 60045 download Sales
Patrick Bradley, CLU, ChFC presentation software
800-245-8108 Fax: 847-680-9112 Technical support
info@ltcipartners.com Training software
All states
M2 Settlements None
5009 Medalist Court
Oceanside, CA 92057
Marty Mead
760-967-3981 Fax: 949-493-8366
marty@m2settlements.com
All states
Marcus Insurance Agency, Inc., The Company/rate comparisons
389 Boston Post Road Product illustration
Sudbury, MA 01776-3015 download Product
Melissa Cummings illustration software
978-443-4900 Fax: 978-443-9804 on CD Sales
mcummings@themarcusagency.com presentation software
Most of the U.S. Technical support
Training software
Marketing Alliance, Inc., The Client management
111 Westport Plaza Dr., Ste. 1010 software Company/rate
St. Louis, MO 63146 comparisons Product
Alan Protzel, CLU, ChFC illustration download
314-275-8713 Fax: 314-275-8813 Product illustration
aprotzel@themarketingalliance.com software on CD Sales
All states presentation software
Technical support
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National College Funding Strategies, Inc. Company/rate comparisons
10815 Rancho Bernardo Rd., #380 Product illustration
San Diego, CA 92127 download Product
Tim Johnson illustration software on
858-675-0100 Fax: 858-675-0110 CD Sales presentation
tim@imsinsurance.net software Technical
All states support Training software
National Long-Term Care Brokers Company/rate comparisons
11 Executive Park Dr. Product illustration
Clifton Park, NY 12065 download Product
Bob Vandy illustration software
800-695-8224, ext. 105 Fax: 518-371-6131 on CD Sales presentation
bvandy@nyltcb.com software Technical
Most of the U.S. support Training software
Complimentary LTC
planning software
OC Life Insurance Agency, Inc. Company/rate comparisons
P.O. Box 3545 Product illustration
Mission Viejo, CA 92690 download Product
Dan Love illustration software
949-716-7051 Fax: 949-916-6475 on CD Sales presentation
Dan@oclifeinsurance.com software Technical
Most of the U.S. support
AK, AZ, CA, CO, CT, FL, MD, WI
Ohlson Group, Inc., The Client management
510 E. 96th St., #185 software Company/rate
Indianapolis, IN 46240 comparisons Hardware
Terri Gearlds support Product
317-844-4411 Fax: 317-844-4422 illustration download
tgearlds@ohlsongroup.com Product illustration
Most of the U.S. software on CD Sales
presentation software
Software for lead
generation Technical
support Training
software Visit our
Web site:
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Partners Advantage Insurance Services, LLC Company/rate comparisons
4733 Amber Valley Pkwy. South Product illustration
Fargo, ND 58104 download Product
Partners Advantage Life Express Team illustration software
888-251-5525, ext. 704 on CD Sales presentation
marketing@partnersadvantage.com software Several
All states exclusive sales
systems and lead programs
Petersen International Underwriters None
23929 Valencia Blvd., Ste. 215
Valencia, CA 91355
661-254-0006 Fax: 661-254-0604
piu@piu.org
International
All states
PIPAC Life Company/rate comparisons
P.O. Box 769 Product illustration
Cedar Falls, IA 50613 download Product
Ryan Saul illustration software
319-277-8541 on CD Sales
ryan@pipac.com presentation software
Central U.S.--IA, IL, NE, SD Training software
Resource Brokerage, LLC Client management
1501 E. Woodfield Rd., Ste. 110E software Company/
Schaumburg, IL 60173 rate comparisons
Michael Walls, LTCP Product illustration
800-605-7566 Fax: 847-619-9592 download Product
info@resourcebrokerage.com illustration software
All states on CD Sales
presentation software
Software for lead
generation Training
software
Safe Harbor Financial, Inc. Company/rate comparisons
2200 Benjamin Franklin Pkwy., Ste. 105 Product illustration
North Philadelphia, PA 19130 download Product
Nora Hutchinson illustration software
800-422-0557 Fax: 215-564-0155 on CD Sales presentation
nhutchinson@safeharborfinancial.com software Training
Most of the U.S. software
All states except AL, Guam, PR
Secured Financial Solutions, LLC Company/rate comparisons
14301 N. 87th St., Ste. 116 Sales presentation
Scottsdale, AZ 85260 software
Anil Vazirani
602-361-0093 Fax: 480-248-8988
vazirani1968@aol.com
All states
Tomorrow's Financial Services Client management
437 Newman Springs Road software Company/
Lincroft, NJ 07738 rate comparisons
Thomas P. Hyland Product illustration
800-833-1862 Ext. 145 Fax: 732-576-4501 download Product
TPHyland@tfsweb.com illustration software
All states, concentrated in CT, DE, FL, NJ, on CD Sales
NY, PA presentation software
Technical support
Training software
Underwriters Marketing Service Inc. Company/rate comparisons
100 Century Pkwy., Ste. 350 Product illustration
Mt. Laurel, NJ 08054 software on CD Sales
Al Gray, CLU, ChFC--Financial Services presentation software
Manager Technical support
800-524-1774 Fax: 856-727-0600
agray@callums.com
All states
Underwriting Specialists, Inc. Company/rate comparisons
P.O. Box 409 Product illustration
Fort Washington, PA 19034-0409 download
Robert Pickard
215-540-4470 Fax: 215-540-4471
RPickard@undspec.com
All states
Wholehan Marketing Associates Client management
7261 W. Central Ave. software Company/
Toledo, Ohio 43617 rate comparisons
Ernie Hart Product illustration
419-473-2323 Fax: 419-473-2424 download Sales
ernie@wholehan.com presentation software
Most of the U.S. Software for lead
generation Training
software
Zenith Marketing Group, Inc. Company/rate comparisons
303 West Main St., Ste. 200 Product illustration
Freehold, NJ 07728 download Product
Tony DeGregorio illustration software
800-733-0054, ext. 6413 Fax: 732-251-3178 on CD Technical
td@zenithmarketing.com support
All states
222222
ACS/Paradigm Ins. Marketing Conference calls
16601 Ventura Blvd., #307 In-house workshops
Encino, CA 91436-1921 Personal visits
Paul D. Kaplan, CLU
818-380-0034 Fax: 818-380-0203
paul@paradigmins.com
All states
AIP Group, The Conference calls
2041 E. Square Lake Rd., Ste.100 Continuing education
Troy, MI 48085-3897 classes In-house
Broker Consultant workshops Incentives
800-783-5206, press 1 Fax: 248-828-3456 for professional
bc@aiponline.net designations (CLU,
All states CFP, etc.) Internet
training Personal visits
Third-party training
books, CDs Web
conferences
American Insurance Marketing Services, Inc. Conference calls
101 TechnaCenter Dr. Internet training
Montgomery, AL 36117 Web conferences
Mike Lockwood
800-325-9876 Fax: 334-272-4409
mlockwood@aimsltc.com
Most of the U.S.
American Retirement Systems Conference calls
5700 University Avenue, Ste. 250 In-house workshops
West Des Moines, IA 50266 Personal visits
Mitchell Whitney Third-party training
888-969-7384 Fax: 515-224-6849 books, CDs Web
mitch.whitney@americanretirementsystems. conferences
com
All states except NY
America's First Financial Conference calls
2046 Queens Brooke Blvd., Ste. 200 In-house workshops
St. Peters, MO 63376 Web conferences sales
Julie Stratton
800-800-6004 Fax: 636-940-9620
julie@4affc.com
Most of the U.S.
AMZ Financial Insurance Services, LLC Conference calls
14225 University Ave., Ste. 210 Continuing education
Waukee, IA 50263 classes In-house
Allie Miller workshops Incentives
866-204-7712 for professional
allie@amzwebcenter.com designations (CLU,
All states CFP, etc.) Internet
training Web conferences
ANBC Conference calls
1333 El Camino Continuing education
Pekin, IL 61554 classes In-house
Paul J. Cross workshops Internet
800-228-2926 Fax: 309-346-4890 training Personal visits
anbc@anbc.com books, CDs Third-party
All states except NY training Web conferences
Training and mentoring
for your own annuity
selling Webinars
Annuities Exchange Continuing education
P.O. Box 26498 classes Internet training
Milwaukee, WI 53226
John Douglass
800-572-7283 Fax: 414-774-1536
TopRates@AnnuitiesExchange.com
All states
Art Jetter & Company Conference calls
11305 Chicago Circle Continuing education
Omaha, NE 68154 classes In-house
International workshops Incentives
All states for professional
designations (CLU,
CFP, etc.) Internet
training Personal
visits Study groups
Third-party training
books, CDs Web
conferences
Ash Brokerage Corporation Conference calls
7609 West Jefferson Boulevard Continuing education
Fort Wayne, IN 46804 classes In-house
Craig Klenk workshops Internet
800-589-3000, ext. 0702 Fax: 260-479-6092 training Personal visits
CKlenk@ashbrokerage.com Third-party training
All states books, CDs Web
conferences
Benefit Program Services, Inc. In-house workshops
2444 Morris Avenue Personal visits
Union, NJ 07083
Alan Meyerowitz
908-688-0204 Fax: 908-688-4492
info@bpsinc-online.com
CT, DE, FL, NJ, NY, PA, DC
Blumberg Financial Services, LLC Conference calls
714 N. Bethlehem Pike, Ste. 200 Continuing education
Lower Gwynedd, PA 19002 classes In-house
Alyse N. Blumberg, MEd, CLU, ChFC, CASL, workshops Internet
CLTC training Personal visits
267-419-1700 Fax: 267-267-1707 Third-party training
alyse@blumbergfinancial.com books, CDs
Most of the U.S.
Bogdan and Associates, Inc. None
P.O. Box 2628
Loves Park, IL 61132
Walt Bogdan
800-225-2286 Fax: 815-639-0004
Walt@BogdanIns.com
AZ, CO, CT, FL, IA, IL, IN, KY, MD, MI,
MN, MO, NJ, NV, OH, TX, VA, WI, WV
Borden Hamman Agency Conference calls
9868 Plano Road Continuing education
Dallas, TX 75238 classes In-house
Christi Daughenbaugh, CLTC workshops Internet
214-349-4911 Fax: 214-343-3999 training Personal visits
cmdaughenbaugh@bordenhamman.com Third-party Study groups
All states training books, CDs
Web conferences
Brokerage Inc., The Conference calls
233 West Main Street Continuing education
Lewisville, TX 75057 classes In-house
Chris Renfro workshops Internet
469-635-6000 Fax: 469-635-6001 training Personal visits
Chris@TheBrokerageInc.com Third-party training
All states books, CDs Web
conferences
Brokerage Solutions, Inc. Conference calls
3979 Park Towne CT NE Personal visits
Cedar Rapids, IA 52402
Tom Petsche, Sr., CLU, ChFC, RHU
319-393-9410 Fax: 319-393-9606
ditlp@aol.com
All states except NY
Brokerage Unlimited, Inc. Conference calls
P.O. Box 419006 Continuing education
St. Louis, MO 63141 classes In-house
Michael Tessler workshops Internet
314-392-2841 Fax: 314-392-2842 training Personal visits
mtessler@brokerageunlimited.com Third-party training
Most of the U.S. books, CDs Web
conferences
Brokers Clearing House, Ltd. Conference calls
4546 Corporate Drive, Ste. 155 Continuing education
West Des Moines, IA 50266 classes In-house
Debbie Hannam workshops Internet
515-223-9479 Fax: 515-224-5948 training Personal visits
dhannam@bchlife.com Third-party training
All states except AK, VI, Guam, PR books, CDs Web
conferences
Brokers International, Ltd. In-house workshops
1200 E Main Street
Panora, IA 50216
Steve Grinna
800-362-1097 Fax: 641-755-4201
sgrinna@biltd.com
All states except AK, Guam, PR
Calkins Kramer Insurance Inc. Conference calls
10261 4th Street North Internet training
St.Petersburg, FL 33716 Web conferences
Kyle V. Calkins
727-577-9610 Fax: 727-577-9610
kvc@calkinskramer.com
All states
Champion Agency, Inc. Conference calls
8801 Horizon Blvd., N.E. Ste. 320 Continuing education
Albuquerque, NM 87113 classes In-house
Kenneth Sapon workshops Internet
505-265-8511, ext. 106 Fax: 505-265-8513 training Personal
ken@champion-agency.com visits Study groups
All states Third-party training
books, CDs Web
conferences
Colonial Brokerage House, Inc. Conference calls
1000 Jefferson Street Continuing education
Lynchburg, VA 24505 classes In-house
Regina Dolan-Sewell workshops Internet
434-528-0724 Fax: 434-846-1690 training Personal
gina@colonialbrokeragehouse.com visits Web
Mid-Atlantic States--DE, FL, GA, KY, conferences
MD, MN, NC, NY, PA, SC, TN, VA, WV, DC
Cornerstone Insurance and Financial Conference calls
Services, Inc. Continuing education
P.O. Box 381625 classes In-house
Birmingham, AL 35238 workshops Internet
Rick Radford training Personal
800-345-2133 Fax: 205-980-7422 visits Study groups
Rick@CornerstoneIns.com Third-party training
Most of the U.S. books, CDs Web
conferences
CPI Companies Conference calls
513 Centennial Blvd. In-house workshops
Voorhees, NJ 08043 Personal visits
Mike McKee
856-874-1250 Fax: 856-874-1255
mckee@cpicompanies.com
All states
Creative Marketing Conference calls
11460 Tomahawk Creek Parkway In-house workshops
Leawood, KS 66211 Internet training
Merrit Strunk Personal visits
800-992-2642 Fax: 913-814-0512 Third-party training
getcreative@creativemarketing.net books, CDs Web
All states, PR conferences
Crump Life Insurance Services Conference calls
105 Eisenhower Parkway Continuing education
Roseland, NJ 07068 classes In-house
Sherri K. Lindenberg workshops Internet
973-461-2153 Fax: 717-703-4704 training Personal
sherri.lindenberg@crump.com visits Web conferences
All states
Custom Benefit Plans Conference calls
616 Easton Road, P.O. Box 499 Continuing education
Willow Grove, PA 19090-0499 classes In-house
Greg DuPlessis workshops Internet
866-422-9188, ext. 222 Fax: 215-659-4708 training Personal visits
greg@custombenefitplans.com Third-party training
All states books, CDs Web
conferences
DAI (Dworkin Associates, Inc.) Conference calls
22 South Main Street Continuing education
Rochester, NH 03867 classes Internet training
Gary S. Dworkin, CLU, RHU Personal visits
800-777-0061 Fax: 603-332-0955 Third-party training
gsd@Dworkin.com books, CDs Web
All states conferences
Dallas Financial Wholesalers Conference calls
7512 San Jacinto Place, Ste. 100 Internet training
Plano, TX 75024 Personal visits
Ronald G Hogsett Study groups
800-746-8397 Fax: 972-788-0634 Third-party training
rhogsett@ronrawlings.com books, CDs Web
All states conferences
Davis Life Brokerage Conference calls
801 Ashworth Road In-house workshops
West Des Moines, IA 50265 Internet training
Trent A. Davis Personal visits
800-747-5612 Fax: 515-222-1666 Web conferences
dlb@DavisLife.com
All states
Disability Insurance Services Conference calls
4444 Zion Avenue, Ste. B Continuing education
San Diego, CA 92120 classes In-house
Daniel C. Steenerson, CLU, ChFC, RHU workshops Internet
800-898-9641 Fax: 619-284-8474 training Personal
sales@diservices.com visits Web conferences
All states
Dunhill Marketing & Insurance Conference calls
Services, Inc. Continuing education
2341 5th Avenue San Diego, CA 92101 classes In-house
Tony Steigerwald workshops Internet
619-578-7800, ext. 113 Fax: 619-578-7819 training Study groups
tonys@dunhillinsurance.com Third-party training
International books, CDs Web
All states conferences
ECA Marketing, Inc. Conference calls
11095 Viking Drive Continuing education
Eden Prairie, MN 55344 classes Web conferences
Sharyl Schultz
952-941-9710 Fax: 952-229-8343
sharyl@ecamarketing.com
All states
ELA Settlement Services, LLC Conference calls
1435 Morris Ave Personal visits
Union, NJ 07083
Paul H. Nagelberg
800-388-0103 Fax: 908-810-4159
pnagelberg@execlife.com
Most of the U.S. except AK, KY, MT, ND, NV,
OK, WV, VI, Guam, PR
Emmett Insurance Group Conference calls
7700 N. Kendall Drive Continuing education
Miami, FL 33156 classes In-house
Ethan C. Emmett workshops Internet
305-270-0999 Fax: 305-270-0093 training Personal
eig@bellsouth.net visits Web
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, LA, conferences
MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA,
SC, TX, VA, WA
Eugene Cohen Insurance Agency, Inc. Conference calls
9933 Lawler, Ste. 140 In-house workshops
Skokie, IL 60077 Internet training
Michael Cohen Personal visits
800-333-4340 Study groups
nate@cohenagency.net Web conferences
Most of the U.S.
Exceptional Risk Advisors, LLC Conference calls
1 International Blvd., Ste. 625 Continuing education
Mahwah, NJ 07495 classes Personal visits
Sean McNiff
201-252-4717 Fax: 201-512-0221
sean.mcniff@exceptionalriskadvisors.com
All states
F.P.A., Inc. Continuing education
2401 Morris Ave. classes In-house
Union, NJ 07083 workshops
Benjamin J. Bishkoff, LUTCF
908-810-4400 Fax: 908-810-4465
ben@fpainsurance.com
Most of the U.S.
Fairlane Financial Corp. In-house workshops
1200 South Pine Island Rd., Ste. 100 Web conferences
Fort Lauderdale, FL 33324
Ron Lane
800-327-1460 Fax: 954-476-0051
Rdlane@888Fairlane.com
All states
Final Expense Brokerage
4801 Dressler Rd. N.W., Ste. 180
Canton, OH 44718
Rob Swanson
888-318-4498 Fax: 330-493-0715
FEBrokerage@aol.com
All states except NY
Financial Brokerage, Inc. Conference calls
2238 South 156th Circle Continuing education
Omaha, NE 68130 classes In-house
Bruce Dickes, CLU, ChFC, FLMI/M workshops Incentives
800-397-9999 Fax: 402-334-6301 for professional
bdickes@fb-inc.com designations (CLU,
All states except VI, Guam, PR CFP, etc.) Internet
training Personal
visits Third-party
training books, CDs
Web conferences
First American Insurance Underwriters Conference calls
460 Hillside Avenue Continuing education
Needham, MA 02494 classes In-house
Kenneth Shapiro workshops Incentives
781-449-6800 Fax: 781-449-7694 for professional
kshapiro@faiu.com designations (CLU,
All states CFP, etc.) Internet
training Personal visits
Study groups
Third-party training
books, CDs Web
conferences
Fitzsimmons Brokerage Agency Conference calls
3633 Hill Road Personal visits
Parsippany, NJ 07054-1001
Michael T. Fitzsimmons, CLU, LTCP
973-299-1511 Fax: 973-299-1660
fitz1511@optonline.net
CA, CO, DE, FL, GA, IL, KS, MD, NJ, NY, OH,
PA, VT, WA, WV
Global Insurance Resources Group Conference calls
9744 Wilshire Blvd., #306 Internet training
Beverly Hills, CA 90212 Personal visits
Mehrdad Taghdiri, CFP Third-party training
310-550-3300 Fax: 310-550-3390 books, CDs Web
sales@irginsurance.com conferences
International
All states
Gorilla Insurance Marketing, Inc. Conference calls
185 NE Dartmoor Dr. Continuing education
Waukee, IA 50263 classes In-house
Dina Privitera workshops Internet
866-886-6387 Fax: 515-987-3728 training Personal
dprivitera@gorillainsurancemarketing.com visits sales
All states Third-party training
books, CDs Web
conferences
marketing programs
Highland Capital Brokerage Conference calls
20 Commerce Dr., Ste. 150 Continuing education
Cranford, NJ 07016 classes In-house
Tony Catrini, VP Marketing workshops Internet
908-272-8870 Fax: 908-272-2163 training Personal
tcatrini@highland.com visits Study groups
NJ, NY Web conferences
Hutchens Brokerage Group, Inc. Conference calls
2002 N. Lois Avenue, Ste. 270 Continuing education
Tampa, FL 33607 classes In-house
George Hutchens, CLU, ChFC workshops Internet
813-414-9200 or 800-752-3235 training Personal
Fax: 813-414-0500 visits Web
george@hutchensbrokerage.com conferences
Southeast
Ideal Producers Group Conference calls
7400 College Blvd., Ste. 205 In-house workshops
Overland Park, KS 66210 Internet training
Robb Edwards Personal visits
888-433-2507 Fax: 913-6470627 Web conferences
redwards@idealpg.com
All states except NY
Insurance Wholesalers, Inc. Conference calls
6939 Sunrise Blvd., Ste. 107 In-house workshops
Citrus Heights, CA 95610 Internet training
Natasha Price
800-689-5490 Fax: 916-723-8770
nprice@insurancewholesalers.com
All states
J.L. Thomas & Co., Inc. Conference calls
1500 Chester Avenue Continuing education
Cleveland, OH 44114 classes In-house
J. Michael Thomas, CLU workshops Internet
216-241-2300 Fax: 216-241-5070 training Personal
mike@jlthomasco.com visits Study groups
AZ, CA, FL, GA, HI, IN, KY, MN, MO, MT, NC, Third-party training
NY, OH, PA, SC, TX, VA, WA, WI, DC books, CDs
Joline Associates Conference calls
1040 Broad Street, Ste. 101 Continuing education
Shrewsbury, NJ 07702 classes In-house
Pat Joline workshops Personal
800-203-2797 Fax: 732-542-3510 visits Study groups
joline@exit109.com
All states
LifePro Financial Services, Inc. Conference calls
11452 El Camino Real Continuing education
San Diego, CA 92130 classes In-house
Lara Finley workshops Internet
888-543-3776 training Personal
lara@lifepro.com visits Third-party
All states training books, CDs
Web conferences
LifeStyle Insurance Services, Inc. Conference calls
30448 Rancho Viejo Rd., Ste. 250 Continuing education
San Juan Capistrano, CA 92675 classes In-house
Carol Gardner workshops Internet
949-272-2260 training Personal visits
cgardner@lifestyleinsurance.com Study groups
All states Third-party training
books, CDs Web
conferences
LTCI Partners, LLC Conference calls
100 Field Drive, Ste. 140 Continuing education
Lake Forest, IL 60045 classes In-house
Patrick Bradley, CLU, ChFC workshops Internet
800-245-8108 Fax: 847-680-9112 training Personal visits
info@ltcipartners.com Study groups
All states Third-party training
books, CDs Web
conferences
M2 Settlements Conference calls
5009 Medalist Court In-house workshops
Oceanside, CA 92057 Internet training
Marty Mead Personal visits
760-967-3981 Fax: 949-493-8366 Study groups
marty@m2settlements.com Web conferences
All states
Marcus Insurance Agency, Inc., The Conference calls
389 Boston Post Road Continuing education
Sudbury, MA 01776-3015 classes In-house
Melissa Cummings workshops Incentives
978-443-4900 Fax: 978-443-9804 for professional
mcummings@themarcusagency.com designations (CLU,
Most of the U.S. CFP, etc.) Internet
training Personal
visits Study groups
Third-party training
books, CDs Web
conferences
Marketing Alliance, Inc., The Conference calls
111 Westport Plaza Dr., Ste. 1010 Continuing education
St. Louis, MO 63146 classes In-house
Alan Protzel, CLU, ChFC workshops Incentives
314-275-8713 Fax: 314-275-8813 for professional
aprotzel@themarketingalliance.com designations (CLU,
All states CFP, etc.) Internet
training Personal
visits Study groups
Third-party training
books, CDs Web
conferences
National College Funding Strategies, Inc. Conference calls
10815 Rancho Bernardo Rd., #380 Continuing education
San Diego, CA 92127 classes In-house
Tim Johnson workshops Internet
858-675-0100 Fax: 858-675-0110 training Personal
tim@imsinsurance.net visits Third-party
All states training books,
CDs Web conferences
National Long-Term Care Brokers Conference calls
11 Executive Park Dr. Continuing education
Clifton Park, NY 12065 classes In-house
Bob Vandy workshops Internet
800-695-8224, ext. 105 Fax: 518-371-6131 training Personal
bvandy@nyltcb.com visits Third-party
Most of the U.S. training books,
CDs Web conferences
OC Life Insurance Agency, Inc. Internet training
P.O. Box 3545 Personal visits
Mission Viejo, CA 92690 Third-party
Dan Love training books,
949-716-7051 Fax: 949-916-6475 CDs Web conferences
Dan@oclifeinsurance.com
Most of the U.S.
AK, AZ, CA, CO, CT, FL, MD, WI
Ohlson Group, Inc., The Conference calls
510 E. 96th St., #185 Continuing education
Indianapolis, IN 46240 classes In-house
Terri Gearlds workshops Incentives
317-844-4411 Fax: 317-844-4422 for professional
tgearlds@ohlsongroup.com designations (CLU,
Most of the U.S. CFP, etc.) Internet
training Personal
visits Study groups
Third-party training
books, CDs Web
conferences
Partners Advantage Insurance Services, LLC Conference calls
4733 Amber Valley Pkwy. South Continuing education
Fargo, ND 58104 classes In-house
Partners Advantage Life Express Team workshops Incentives
888-251-5525, ext. 704 for professional
marketing@partnersadvantage.com designations (CLU,
All states CFP, etc.) Internet
training Personal
visits Study groups
Third-party training
books, CDsWeb
conferences
Petersen International Underwriters Conference calls
23929 Valencia Blvd., Ste. 215 In-house workshops
Valencia, CA 91355 Personal visits
661-254-0006 Fax: 661-254-0604 Web conferences
piu@piu.org Tuninars for select
International producer groups
All states
PIPAC Life Conference calls
P.O. Box 769 Continuing education
Cedar Falls, IA 50613 classes In-house
Ryan Saul workshops Internet
319-277-8541 trainingPersonal
ryan@pipac.com visits Third-party
Central U.S.--IA, IL, NE, SD training books, CDs
Web conferences
Resource Brokerage, LLC Conference calls
1501 E. Woodfield Rd., Ste. 110E Continuing education
Schaumburg, IL 60173 classes In-house
Michael Walls, LTCP workshops Internet
800-605-7566 Fax: 847-619-9592 training Personal
info@resourcebrokerage.com visits Study groups
All states Third-party training
books, CDs
Web conferences
Safe Harbor Financial, Inc. Conference calls
2200 Benjamin Franklin Pkwy., Ste. 105 Third-party training
North Philadelphia, PA 19130 books, CDs Web
Nora Hutchinson conferences
800-422-0557 Fax: 215-564-0155
nhutchinson@safeharborfinancial.com
Most of the U.S.
All states except AL, Guam, PR
Secured Financial Solutions, LLC Continuing education
14301 N. 87th St., Ste. 116 classes In-house
Scottsdale, AZ 85260 workshops Personal
Anil Vazirani visits Third-party
602-361-0093 Fax: 480-248-8988 training books, CDs
vazirani1968@aol.com
All states
Tomorrow's Financial Services Conference calls
437 Newman Springs Road Continuing education
Lincroft, NJ 07738 classes In-house
Thomas P. Hyland workshops Incentives
800-833-1862 Ext. 145 Fax: 732-576-4501 for professional
TPHyland@tfsweb.com designations (CLU,
All states, concentrated in CT, DE, FL, NJ, CFP, etc.) Internet
NY, PA training Personal visits
Third-party training
books, CDs Web
conferences
Underwriters Marketing Service Inc. Conference calls
100 Century Pkwy., Ste. 350 Continuing education
Mt. Laurel, NJ 08054 classes In-house
Al Gray, CLU, ChFC--Financial Services workshops Personal
Manager visits Web conferences
800-524-1774 Fax: 856-727-0600
agray@callums.com
All states
Underwriting Specialists, Inc. Conference calls
P.O. Box 409 In-house workshops
Fort Washington, PA 19034-0409 Personal visits
Robert Pickard Web conferences
215-540-4470 Fax: 215-540-4471
RPickard@undspec.com
All states
Wholehan Marketing Associates Conference calls
7261 W. Central Ave. Continuing education
Toledo, Ohio 43617 classes In-house
Ernie Hart workshops Internet
419-473-2323 Fax: 419-473-2424 training Personal
ernie@wholehan.com visits Study groups
Most of the U.S. Third-party training
books, CDs Web
conferences
Zenith Marketing Group, Inc. Conference calls
303 West Main St., Ste. 200 Continuing education
Freehold, NJ 07728 classes In-house
Tony DeGregorio workshops Web
800-733-0054, ext. 6413 Fax: 732-251-3178 conferences
td@zenithmarketing.com
All states
3333333
Companies Marketing Support
ACS/Paradigm Ins. Marketing As needed
16601 Ventura Blvd., #307 Marketing materials
Encino, CA 91436-1921
Paul D. Kaplan, CLU
818-380-0034 Fax: 818-380-0203
paul@paradigmins.com
All states
AIP Group, The Lead generation program
2041 E. Square Lake Rd., Ste.100 Marketing materials
Troy, MI 48085-3897 Staff support for case
Broker Consultant sales
800-783-5206, press 1 Fax: 248-828-3456 Staff support for
bc@aiponline.net marketing programs
All states
American Insurance Marketing Services, Inc. Marketing materials
101 TechnaCenter Dr. Staff support for case
Montgomery, AL 36117 sales
Mike Lockwood
800-325-9876 Fax: 334-272-4409
mlockwood@aimsltc.com
Most of the U.S.
American Retirement Systems As needed
5700 University Avenue, Ste. 250 Marketing materials
West Des Moines, IA 50266 Staff support for case
Mitchell Whitney sales
888-969-7384 Fax: 515-224-6849 Staff support for
mitch.whitney@americanretirementsystems. marketing programs
com
All states except NY
America's First Financial Marketing materials
2046 Queens Brooke Blvd., Ste. 200 Staff support for case
St. Peters, MO 63376 Quotes available
Julie Stratton
800-800-6004 Fax: 636-940-9620
julie@4affc.com
Most of the U.S.
AMZ Financial Insurance Services, LLC Lead generation program
14225 University Ave., Ste. 210 Marketing materials
Waukee, IA 50263 Staff support for case
Allie Miller sales
866-204-7712
allie@amzwebcenter.com
All states
ANBC As needed
1333 El Camino Lead generation program
Pekin, IL 61554 Marketing materials
Paul J. Cross Supplied leads
800-228-2926 Fax: 309-346-4890 Staff support for case
anbc@anbc.com sales
All states except NY Staff support for
marketing programs
Annuities Exchange Marketing materials
P.O. Box 26498 Staff support for case
Milwaukee, WI 53226 sales
John Douglass Staff support for
800-572-7283 Fax: 414-774-1536 marketing programs
TopRates@AnnuitiesExchange.com
All states
Art Jetter & Company As needed
11305 Chicago Circle Lead generation program
Omaha, NE 68154 Marketing materials
International Supplied leads
All states Staff support for case
sales
Staff support for
marketing programs
Web site development
Ash Brokerage Corporation As needed
7609 West Jefferson Boulevard Marketing materials
Fort Wayne, IN 46804 Staff support for case
Craig Klenk sales
800-589-3000, ext. 0702 Fax: 260-479-6092 Staff support for
CKlenk@ashbrokerage.com marketing programs
All states Web site development
Benefit Program Services, Inc. Marketing materials
2444 Morris Avenue Staff support for case
Union, NJ 07083 sales
Alan Meyerowitz
908-688-0204 Fax: 908-688-4492
info@bpsinc-online.com
CT, DE, FL, NJ, NY, PA, DC
Blumberg Financial Services, LLC As needed
714 N. Bethlehem Pike, Ste. 200 Marketing materials
Lower Gwynedd, PA 19002 Staff support for case
Alyse N. Blumberg, MEd, CLU, ChFC, CASL, sales
CLTC Staff support for
267-419-1700 Fax: 267-267-1707 marketing programs
alyse@blumbergfinancial.com
Most of the U.S.
Bogdan and Associates, Inc. Marketing materials
P.O. Box 2628
Loves Park, IL 61132
Walt Bogdan
800-225-2286 Fax: 815-639-0004
Walt@BogdanIns.com
AZ, CO, CT, FL, IA, IL, IN, KY, MD, MI,
MN, MO, NJ, NV, OH, TX, VA, WI, WV
Borden Hamman Agency As needed
9868 Plano Road Lead generation program
Dallas, TX 75238 Marketing materials
Christi Daughenbaugh, CLTC Staff support for case
214-349-4911 Fax: 214-343-3999 sales
cmdaughenbaugh@bordenhamman.com Staff support for
All states marketing programs
Brokerage Inc., The As needed
233 West Main Street Lead generation program
Lewisville, TX 75057 Marketing materials
Chris Renfro Supplied leads
469-635-6000 Fax: 469-635-6001 Staff support for case
Chris@TheBrokerageInc.com sales
All states Staff support for
marketing programs
Website development
Brokerage Solutions, Inc. As needed
3979 Park Towne CT NE Marketing materials
Cedar Rapids, IA 52402 Staff support for case
Tom Petsche, Sr., CLU, ChFC, RHU sales
319-393-9410 Fax: 319-393-9606 Joint selling
ditlp@aol.com appointments
All states except NY
Brokerage Unlimited, Inc. As needed
P.O. Box 419006 Marketing materials
St. Louis, MO 63141 Staff support for case
Michael Tessler sales
314-392-2841 Fax: 314-392-2842 Staff support for
mtessler@brokerageunlimited.com marketing programs
Most of the U.S.
Brokers Clearing House, Ltd. As needed
4546 Corporate Drive, Ste. 155 Marketing materials
West Des Moines, IA 50266 Staff support for case
Debbie Hannam sales
515-223-9479 Fax: 515-224-5948 Staff support for
dhannam@bchlife.com marketing programs
All states except AK, VI, Guam, PR Sales Concepts Seminars
Brokers International, Ltd.
1200 E Main Street
Panora, IA 50216
Steve Grinna
800-362-1097 Fax: 641-755-4201
sgrinna@biltd.com
All states except AK, Guam, PR
Calkins Kramer Insurance Inc. As needed
10261 4th Street North Marketing materials
St.Petersburg, FL 33716 Staff support for case
Kyle V. Calkins sales
727-577-9610 Fax: 727-577-9610 Staff support for
kvc@calkinskramer.com marketing programs
All states Web site development
Champion Agency, Inc. As needed
8801 Horizon Blvd., N.E. Ste. 320 Lead generation program
Albuquerque, NM 87113 Marketing materials
Kenneth Sapon Staff support for case
505-265-8511, ext. 106 Fax: 505-265-8513 sales
ken@champion-agency.com Web site development
All states
Colonial Brokerage House, Inc. As needed
1000 Jefferson Street Marketing materials
Lynchburg, VA 24505 Staff support for case
Regina Dolan-Sewell sales
434-528-0724 Fax: 434-846-1690 Staff support for
gina@colonialbrokeragehouse.com marketing programs
Mid-Atlantic States--DE, FL, GA, KY,
MD, MN, NC, NY, PA, SC, TN, VA, WV, DC
Cornerstone Insurance and Financial As needed
Services, Inc. Lead generation program
P.O. Box 381625 Marketing materials
Birmingham, AL 35238 Staff support for case
Rick Radford sales
800-345-2133 Fax: 205-980-7422 Staff support for
Rick@CornerstoneIns.com marketing programs
Most of the U.S. Web site development
CPI Companies As needed
513 Centennial Blvd. Marketing materials
Voorhees, NJ 08043 Staff support for case
Mike McKee sales
856-874-1250 Fax: 856-874-1255 Staff support for
mckee@cpicompanies.com marketing programs
All states
Creative Marketing As needed
11460 Tomahawk Creek Parkway Lead generation program
Leawood, KS 66211 Marketing materials
Merrit Strunk Staff support for case
800-992-2642 Fax: 913-814-0512 sales
getcreative@creativemarketing.net Staff support for
All states, PR marketing programs
Web site development
Crump Life Insurance Services Marketing materials
105 Eisenhower Parkway Staff support for case
Roseland, NJ 07068 sales
Sherri K. Lindenberg
973-461-2153 Fax: 717-703-4704
sherri.lindenberg@crump.com
All states
Custom Benefit Plans Lead generation program
616 Easton Road, P.O. Box 499 Marketing materials
Willow Grove, PA 19090-0499 Staff support for case
Greg DuPlessis sales
866-422-9188, ext. 222 Fax: 215-659-4708 Staff support for
greg@custombenefitplans.com marketing programs
All states
DAI (Dworkin Associates, Inc.) As needed
22 South Main Street Marketing materials
Rochester, NH 03867 Staff support for case
Gary S. Dworkin, CLU, RHU sales
800-777-0061 Fax: 603-332-0955 Staff support for
gsd@Dworkin.com marketing programs
All states
Dallas Financial Wholesalers Marketing materials
7512 San Jacinto Place, Ste. 100 Staff support for case
Plano, TX 75024 sales
Ronald G Hogsett Staff support for
800-746-8397 Fax: 972-788-0634 marketing programs
rhogsett@ronrawlings.com
All states
Davis Life Brokerage As needed
801 Ashworth Road
West Des Moines, IA 50265
Trent A. Davis
800-747-5612 Fax: 515-222-1666
dlb@DavisLife.com
All states
Disability Insurance Services As needed
4444 Zion Avenue, Ste. B Marketing materials
San Diego, CA 92120
Daniel C. Steenerson, CLU, ChFC, RHU
800-898-9641 Fax: 619-284-8474
sales@diservices.com
All states
Dunhill Marketing & Insurance As needed
Services, Inc. Lead generation program
2341 5th Avenue San Diego, CA 92101 Marketing materials
Tony Steigerwald Supplied leads
619-578-7800, ext. 113 Fax: 619-578-7819 Staff support for case
tonys@dunhillinsurance.com sales
International Staff support for
All states marketing programs
ECA Marketing, Inc. Lead generation program
11095 Viking Drive Marketing materials
Eden Prairie, MN 55344 Staff support for case
Sharyl Schultz sales
952-941-9710 Fax: 952-229-8343
sharyl@ecamarketing.com
All states
ELA Settlement Services, LLC Marketing materials
1435 Morris Ave
Union, NJ 07083
Paul H. Nagelberg
800-388-0103 Fax: 908-810-4159
pnagelberg@execlife.com
Most of the U.S. except AK, KY, MT, ND, NV,
OK, WV, VI, Guam, PR
Emmett Insurance Group Marketing materials
7700 N. Kendall Drive Staff support for case
Miami, FL 33156 sales
Ethan C. Emmett Staff support for
305-270-0999 Fax: 305-270-0093 marketing programs
eig@bellsouth.net
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, LA,
MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA,
SC, TX, VA, WA
Eugene Cohen Insurance Agency, Inc. As needed
9933 Lawler, Ste. 140 Marketing materials
Skokie, IL 60077 Staff support for
Michael Cohen marketing programs
800-333-4340
nate@cohenagency.net
Most of the U.S.
Exceptional Risk Advisors, LLC As needed
1 International Blvd., Ste. 625 Marketing materials
Mahwah, NJ 07495 Staff support for
Sean McNiff marketing programs
201-252-4717 Fax: 201-512-0221
sean.mcniff@exceptionalriskadvisors.com
All states
F.P.A., Inc. Marketing materials
2401 Morris Ave. Staff support for case
Union, NJ 07083 sales
Benjamin J. Bishkoff, LUTCF
908-810-4400 Fax: 908-810-4465
ben@fpainsurance.com
Most of the U.S.
Fairlane Financial Corp. As needed
1200 South Pine Island Rd., Ste. 100 Marketing materials
Fort Lauderdale, FL 33324 Staff support for case
Ron Lane sales
800-327-1460 Fax: 954-476-0051
Rdlane@888Fairlane.com
All states
Final Expense Brokerage As needed
4801 Dressler Rd. N.W., Ste. 180
Canton, OH 44718
Rob Swanson
888-318-4498 Fax: 330-493-0715
FEBrokerage@aol.com
All states except NY
Financial Brokerage, Inc. Lead generation program
2238 South 156th Circle Marketing materials
Omaha, NE 68130 Supplied leads
Bruce Dickes, CLU, ChFC, FLMI/M Staff support for case
800-397-9999 Fax: 402-334-6301 sales
bdickes@fb-inc.com
All states except VI, Guam, PR
First American Insurance Underwriters As needed
460 Hillside Avenue Lead generation program
Needham, MA 02494 Marketing materials
Kenneth Shapiro Supplied leads
781-449-6800 Fax: 781-449-7694 Staff support for case
kshapiro@faiu.com sales
All states Staff support for
marketing programs
Web site development
Fitzsimmons Brokerage Agency As needed
3633 Hill Road Marketing materials
Parsippany, NJ 07054-1001 Staff support for case
Michael T. Fitzsimmons, CLU, LTCP sales
973-299-1511 Fax: 973-299-1660
fitz1511@optonline.net
CA, CO, DE, FL, GA, IL, KS, MD, NJ, NY, OH,
PA, VT, WA, WV
Global Insurance Resources Group As needed
9744 Wilshire Blvd., #306 Marketing materials
Beverly Hills, CA 90212 Staff support for case
Mehrdad Taghdiri, CFP sales
310-550-3300 Fax: 310-550-3390 Staff support for
sales@irginsurance.com marketing programs
International Web site development
All states
Gorilla Insurance Marketing, Inc. Lead generation program
185 NE Dartmoor Dr. Marketing materials
Waukee, IA 50263 Supplied leads
Dina Privitera Staff support for case
866-886-6387 Fax: 515-987-3728 Software to download
dprivitera@gorillainsurancemarketing.com Staff support for
All states
Highland Capital Brokerage As needed
20 Commerce Dr., Ste. 150 Marketing materials
Cranford, NJ 07016 Staff support for case
Tony Catrini, VP Marketing sales
908-272-8870 Fax: 908-272-2163
tcatrini@highland.com
NJ, NY
Hutchens Brokerage Group, Inc. Marketing materials
2002 N. Lois Avenue, Ste. 270 Staff support for case
Tampa, FL 33607 sales
George Hutchens, CLU, ChFC
813-414-9200 or 800-752-3235
Fax: 813-414-0500
george@hutchensbrokerage.com
Southeast
Ideal Producers Group As needed
7400 College Blvd., Ste. 205 Lead generation program
Overland Park, KS 66210 Marketing materials
Robb Edwards Staff support for case
888-433-2507 Fax: 913-6470627 sales
redwards@idealpg.com Staff support for
All states except NY marketing programs
Web site development
Insurance Wholesalers, Inc. Lead generation program
6939 Sunrise Blvd., Ste. 107 Marketing materials
Citrus Heights, CA 95610 Staff support for case
Natasha Price sales
800-689-5490 Fax: 916-723-8770
nprice@insurancewholesalers.com
All states
J.L. Thomas & Co., Inc. As needed
1500 Chester Avenue Marketing materials
Cleveland, OH 44114
J. Michael Thomas, CLU
216-241-2300 Fax: 216-241-5070
mike@jlthomasco.com
AZ, CA, FL, GA, HI, IN, KY, MN, MO, MT, NC,
NY, OH, PA, SC, TX, VA, WA, WI, DC
Joline Associates As needed
1040 Broad Street, Ste. 101 Marketing materials
Shrewsbury, NJ 07702 Staff support for case
Pat Joline sales
800-203-2797 Fax: 732-542-3510 Staff support for
joline@exit109.com marketing programs
All states
LifePro Financial Services, Inc. Lead generation program
11452 El Camino Real Marketing materials
San Diego, CA 92130 Staff support for case
Lara Finley sales
888-543-3776 Staff support for
lara@lifepro.com marketing programs
All states Web site development
LifeStyle Insurance Services, Inc. As needed
30448 Rancho Viejo Rd., Ste. 250 Marketing materials
San Juan Capistrano, CA 92675 Staff support for case
Carol Gardner sales
949-272-2260 Staff support for
cgardner@lifestyleinsurance.com marketing programs
All states
LTCI Partners, LLC Marketing materials
100 Field Drive, Ste. 140 Staff support for case
Lake Forest, IL 60045 sales
Patrick Bradley, CLU, ChFC Staff support for
800-245-8108 Fax: 847-680-9112 marketing programs
info@ltcipartners.com Web site development
All states
M2 Settlements Marketing materials
5009 Medalist Court
Oceanside, CA 92057
Marty Mead
760-967-3981 Fax: 949-493-8366
marty@m2settlements.com
All states
Marcus Insurance Agency, Inc., The As needed
389 Boston Post Road Marketing materials
Sudbury, MA 01776-3015 Staff support for case
Melissa Cummings sales
978-443-4900 Fax: 978-443-9804 Staff support for
mcummings@themarcusagency.com marketing programs
Most of the U.S. Web site development
Marketing Alliance, Inc., The As needed
111 Westport Plaza Dr., Ste. 1010 Marketing materials
St. Louis, MO 63146 Staff support for case
Alan Protzel, CLU, ChFC sales
314-275-8713 Fax: 314-275-8813 Staff support for
aprotzel@themarketingalliance.com marketing programs
All states Web site development
National College Funding Strategies, Inc. As needed
10815 Rancho Bernardo Rd., #380 Lead generation program
San Diego, CA 92127 Marketing materials
Tim Johnson Supplied leads
858-675-0100 Fax: 858-675-0110 Staff support for case
tim@imsinsurance.net sales
All states Staff support for
marketing programs
Web site development
National Long-Term Care Brokers As needed
11 Executive Park Dr. Lead generation program
Clifton Park, NY 12065 Marketing materials
Bob Vandy Supplied leads
800-695-8224, ext. 105 Fax: 518-371-6131 Staff support for case
bvandy@nyltcb.com sales
Most of the U.S. Staff support for
marketing programs
Web site development
OC Life Insurance Agency, Inc. Marketing materials
P.O. Box 3545 Staff support for case
Mission Viejo, CA 92690 sales
Dan Love Staff support for
949-716-7051 Fax: 949-916-6475 marketing programs
Dan@oclifeinsurance.com
Most of the U.S.
AK, AZ, CA, CO, CT, FL, MD, WI
Ohlson Group, Inc., The As needed
510 E. 96th St., #185 Lead generation program
Indianapolis, IN 46240 Marketing materials
Terri Gearlds Supplied leads
317-844-4411 Fax: 317-844-4422 Staff support for case
tgearlds@ohlsongroup.com sales
Most of the U.S. Staff support for
marketing programs
Web site development
Partners Advantage Insurance Services, LLC As needed
4733 Amber Valley Pkwy. South Lead generation program
Fargo, ND 58104 Marketing materials
Partners Advantage Life Express Team Supplied leads
888-251-5525, ext. 704 Staff support for case
marketing@partnersadvantage.com sales
All states Staff support for
marketing programs
Web site development
Petersen International Underwriters As needed
23929 Valencia Blvd., Ste. 215 Marketing materials
Valencia, CA 91355
661-254-0006 Fax: 661-254-0604
piu@piu.org
International
All states
PIPAC Life Marketing materials
P.O. Box 769 Supplied leads
Cedar Falls, IA 50613 Staff support for case
Ryan Saul sales
319-277-8541 Staff support for
ryan@pipac.com marketing programs
Central U.S.--IA, IL, NE, SD Web site development
Resource Brokerage, LLC As needed
1501 E. Woodfield Rd., Ste. 110E Marketing materials
Schaumburg, IL 60173 Staff support for case
Michael Walls, LTCP sales
800-605-7566 Fax: 847-619-9592 Web site development
info@resourcebrokerage.com
All states
Safe Harbor Financial, Inc. Lead generation program
2200 Benjamin Franklin Pkwy., Ste. 105 Marketing materials
North Philadelphia, PA 19130 Staff support for
Nora Hutchinson marketing programs
800-422-0557 Fax: 215-564-0155
nhutchinson@safeharborfinancial.com
Most of the U.S.
All states except AL, Guam, PR
Secured Financial Solutions, LLC Lead generation program
14301 N. 87th St., Ste. 116 Marketing materials
Scottsdale, AZ 85260 Staff support for case
Anil Vazirani sales
602-361-0093 Fax: 480-248-8988 Staff support for
vazirani1968@aol.com marketing programs
All states
Tomorrow's Financial Services As needed
437 Newman Springs Road Lead generation program
Lincroft, NJ 07738 Marketing materials
Thomas P. Hyland Supplied leads
800-833-1862 Ext. 145 Fax: 732-576-4501 Staff support for case
TPHyland@tfsweb.com sales
All states, concentrated in CT, DE, FL, NJ, Staff support for
NY, PA marketing programs
Web site development
Underwriters Marketing Service Inc. As needed
100 Century Pkwy., Ste. 350 Lead generation program
Mt. Laurel, NJ 08054 Marketing materials
Al Gray, CLU, ChFC--Financial Services
Manager
800-524-1774 Fax: 856-727-0600
agray@callums.com
All states
Underwriting Specialists, Inc. As needed
P.O. Box 409 Marketing materials
Fort Washington, PA 19034-0409 Staff support for case
Robert Pickard sales
215-540-4470 Fax: 215-540-4471
RPickard@undspec.com
All states
Wholehan Marketing Associates Lead generation program
7261 W. Central Ave. Marketing materials
Toledo, Ohio 43617 Staff support for case
Ernie Hart sales
419-473-2323 Fax: 419-473-2424 Staff support for
ernie@wholehan.com marketing programs
Most of the U.S.
Zenith Marketing Group, Inc. As needed
303 West Main St., Ste. 200 Marketing materials
Freehold, NJ 07728 Staff support for case
Tony DeGregorio sales
800-733-0054, ext. 6413 Fax: 732-251-3178
td@zenithmarketing.com
All states
4444444
Companies Internet Support
ACS/Paradigm Ins. Marketing Forms available
16601 Ventura Blvd., #307 Marketing tools
Encino, CA 91436-1921 Product information
Paul D. Kaplan, CLU Quotes available
818-380-0034 Fax: 818-380-0203
paul@paradigmins.com
All states
AIP Group, The Forms available
2041 E. Square Lake Rd., Ste.100 Online application status
Troy, MI 48085-3897 Product information
Broker Consultant Quotes available
800-783-5206, press 1 Fax: 248-828-3456 Software to download
bc@aiponline.net Underwriting status
All states
American Insurance Marketing Services, Inc. Forms available
101 TechnaCenter Dr. Online application status
Montgomery, AL 36117 Product information
Mike Lockwood Quotes available
800-325-9876 Fax: 334-272-4409 Software to download
mlockwood@aimsltc.com Underwriting status
Most of the U.S.
American Retirement Systems Marketing tools
5700 University Avenue, Ste. 250 Product information
West Des Moines, IA 50266
Mitchell Whitney
888-969-7384 Fax: 515-224-6849
mitch.whitney@americanretirementsystems.
com
All states except NY
America's First Financial Forms available
2046 Queens Brooke Blvd., Ste. 200 Product information
St. Peters, MO 63376
Julie Stratton
800-800-6004 Fax: 636-940-9620
julie@4affc.com
Most of the U.S.
AMZ Financial Insurance Services, LLC Forms available
14225 University Ave., Ste. 210 Marketing tools
Waukee, IA 50263 Product information
Allie Miller Quotes available
866-204-7712 Software to download
allie@amzwebcenter.com
All states
ANBC Forms available
1333 El Camino Marketing tools
Pekin, IL 61554 Online application status
Paul J. Cross Product information
800-228-2926 Fax: 309-346-4890 Quotes available
anbc@anbc.com Underwriting status
All states except NY
Annuities Exchange Marketing tools
P.O. Box 26498 Product information
Milwaukee, WI 53226
John Douglass
800-572-7283 Fax: 414-774-1536
TopRates@AnnuitiesExchange.com
All states
Art Jetter & Company Forms available
11305 Chicago Circle Marketing tools
Omaha, NE 68154 Online application status
International Product information
All states Quotes available
Software to download
Underwriting status
Ash Brokerage Corporation Forms available
7609 West Jefferson Boulevard Marketing tools
Fort Wayne, IN 46804 Online application status
Craig Klenk Product information
800-589-3000, ext. 0702 Fax: 260-479-6092 Quotes available
CKlenk@ashbrokerage.com Software to download
All states Underwriting status
Benefit Program Services, Inc. Forms available
2444 Morris Avenue Marketing tools
Union, NJ 07083 Product information
Alan Meyerowitz Quotes available
908-688-0204 Fax: 908-688-4492
info@bpsinc-online.com
CT, DE, FL, NJ, NY, PA, DC
Blumberg Financial Services, LLC Forms available
714 N. Bethlehem Pike, Ste. 200 Marketing tools
Lower Gwynedd, PA 19002 Online application status
Alyse N. Blumberg, MEd, CLU, ChFC, CASL, Product information
CLTC Quotes available
267-419-1700 Fax: 267-267-1707 Software to download
alyse@blumbergfinancial.com Underwriting status
Most of the U.S.
Bogdan and Associates, Inc. Forms available
P.O. Box 2628 Marketing tools
Loves Park, IL 61132 Product information
Walt Bogdan Quotes available
800-225-2286 Fax: 815-639-0004
Walt@BogdanIns.com
AZ, CO, CT, FL, IA, IL, IN, KY, MD, MI,
MN, MO, NJ, NV, OH, TX, VA, WI, WV
Borden Hamman Agency Forms available
9868 Plano Road Marketing tools
Dallas, TX 75238 Online application status
Christi Daughenbaugh, CLTC Product information
214-349-4911 Fax: 214-343-3999 Quotes available
cmdaughenbaugh@bordenhamman.com Software to download
All states Underwriting status
Brokerage Inc., The Forms available
233 West Main Street Marketing tools
Lewisville, TX 75057 Online application status
Chris Renfro Product information
469-635-6000 Fax: 469-635-6001 Quotes available
Chris@TheBrokerageInc.com Software to download
All states Underwriting status
Brokerage Solutions, Inc. Forms available
3979 Park Towne CT NE Marketing tools
Cedar Rapids, IA 52402 Product information
Tom Petsche, Sr., CLU, ChFC, RHU Quotes available
319-393-9410 Fax: 319-393-9606 Underwriting status
ditlp@aol.com
All states except NY
Brokerage Unlimited, Inc. Forms available
P.O. Box 419006 Marketing tools
St. Louis, MO 63141 Online application status
Michael Tessler Product information
314-392-2841 Fax: 314-392-2842 Quotes available
mtessler@brokerageunlimited.com Underwriting status
Most of the U.S.
Brokers Clearing House, Ltd. Forms available
4546 Corporate Drive, Ste. 155 Marketing tools
West Des Moines, IA 50266 Online application status
Debbie Hannam Product information
515-223-9479 Fax: 515-224-5948 Quotes available
dhannam@bchlife.com Software to download
All states except AK, VI, Guam, PR Underwriting status
Brokers International, Ltd. Marketing tools
1200 E Main Street Product information
Panora, IA 50216
Steve Grinna
800-362-1097 Fax: 641-755-4201
sgrinna@biltd.com
All states except AK, Guam, PR
Calkins Kramer Insurance Inc. Forms available
10261 4th Street North Marketing tools
St.Petersburg, FL 33716 Product information
Kyle V. Calkins Quotes available
727-577-9610 Fax: 727-577-9610 Software to download
kvc@calkinskramer.com
All states
Champion Agency, Inc. Forms available
8801 Horizon Blvd., N.E. Ste. 320 Marketing tools
Albuquerque, NM 87113 Online application status
Kenneth Sapon Product information
505-265-8511, ext. 106 Fax: 505-265-8513 Quotes available
ken@champion-agency.com Software to download
All states Underwriting status
Colonial Brokerage House, Inc. Forms available
1000 Jefferson Street Marketing tools
Lynchburg, VA 24505 Online application status
Regina Dolan-Sewell Product information
434-528-0724 Fax: 434-846-1690 Quotes available
gina@colonialbrokeragehouse.com
Mid-Atlantic States--DE, FL, GA, KY,
MD, MN, NC, NY, PA, SC, TN, VA, WV, DC
Cornerstone Insurance and Financial Forms available
Services, Inc. Marketing tools
P.O. Box 381625 Online application status
Birmingham, AL 35238 Product information
Rick Radford Quotes available
800-345-2133 Fax: 205-980-7422 Software to download
Rick@CornerstoneIns.com Underwriting status
Most of the U.S.
CPI Companies Forms available
513 Centennial Blvd. Marketing tools
Voorhees, NJ 08043 Product information
Mike McKee
856-874-1250 Fax: 856-874-1255
mckee@cpicompanies.com
All states
Creative Marketing Forms available
11460 Tomahawk Creek Parkway Marketing tools
Leawood, KS 66211 Online application status
Merrit Strunk Product information
800-992-2642 Fax: 913-814-0512 Quotes available
getcreative@creativemarketing.net Software to download
All states, PR Underwriting status
Crump Life Insurance Services Forms available
105 Eisenhower Parkway Marketing tools
Roseland, NJ 07068 Online application status
Sherri K. Lindenberg Product information
973-461-2153 Fax: 717-703-4704 Quotes available
sherri.lindenberg@crump.com Software to download
All states Underwriting status
Advanced sales materials
Sales ideas,
Custom Benefit Plans Forms available
616 Easton Road, P.O. Box 499 Marketing tools
Willow Grove, PA 19090-0499 Online application status
Greg DuPlessis Product information
866-422-9188, ext. 222 Fax: 215-659-4708 Quotes available
greg@custombenefitplans.com
All states
DAI (Dworkin Associates, Inc.) Forms available
22 South Main Street Marketing tools
Rochester, NH 03867 Online application status
Gary S. Dworkin, CLU, RHU Product information
800-777-0061 Fax: 603-332-0955 Quotes available
gsd@Dworkin.com Software to download
All states Underwriting status
Dallas Financial Wholesalers Forms available
7512 San Jacinto Place, Ste. 100 Marketing tools
Plano, TX 75024 Product information
Ronald G Hogsett Quotes available
800-746-8397 Fax: 972-788-0634
rhogsett@ronrawlings.com
All states
Davis Life Brokerage Forms available
801 Ashworth Road Product information
West Des Moines, IA 50265 Quotes available
Trent A. Davis
800-747-5612 Fax: 515-222-1666
dlb@DavisLife.com
All states
Disability Insurance Services Forms available
4444 Zion Avenue, Ste. B Marketing tools
San Diego, CA 92120 Product information
Daniel C. Steenerson, CLU, ChFC, RHU Quotes available
800-898-9641 Fax: 619-284-8474 Underwriting status
sales@diservices.com
All states
Dunhill Marketing & Insurance Forms available
Services, Inc. Online application status
2341 5th Avenue San Diego, CA 92101 Product information
Tony Steigerwald Quotes available
619-578-7800, ext. 113 Fax: 619-578-7819 Software to download
tonys@dunhillinsurance.com Underwriting status
International
All states
ECA Marketing, Inc. Forms available
11095 Viking Drive Online application status
Eden Prairie, MN 55344 Product information
Sharyl Schultz Quotes available
952-941-9710 Fax: 952-229-8343 Software to download
sharyl@ecamarketing.com
All states
ELA Settlement Services, LLC Forms available
1435 Morris Ave Marketing tools
Union, NJ 07083 Product information
Paul H. Nagelberg
800-388-0103 Fax: 908-810-4159
pnagelberg@execlife.com
Most of the U.S. except AK, KY, MT, ND, NV,
OK, WV, VI, Guam, PR
Emmett Insurance Group Forms available
7700 N. Kendall Drive Marketing tools
Miami, FL 33156 Online application status
Ethan C. Emmett Product information
305-270-0999 Fax: 305-270-0093 Quotes available
eig@bellsouth.net Software to download
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, LA, Underwriting status
MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA,
SC, TX, VA, WA
Eugene Cohen Insurance Agency, Inc. Forms available
9933 Lawler, Ste. 140 Marketing tools
Skokie, IL 60077 Online application status
Michael Cohen Product information
800-333-4340 Quotes available
nate@cohenagency.net Software to download
Most of the U.S. Underwriting status
Exceptional Risk Advisors, LLC Product information
1 International Blvd., Ste. 625
Mahwah, NJ 07495
Sean McNiff
201-252-4717 Fax: 201-512-0221
sean.mcniff@exceptionalriskadvisors.com
All states
F.P.A., Inc. Forms available
2401 Morris Ave. Product information
Union, NJ 07083 Quotes available
Benjamin J. Bishkoff, LUTCF Software to download
908-810-4400 Fax: 908-810-4465 Underwriting status
ben@fpainsurance.com
Most of the U.S.
Fairlane Financial Corp. Forms available
1200 South Pine Island Rd., Ste. 100 Marketing tools
Fort Lauderdale, FL 33324 Online application status
Ron Lane Product information
800-327-1460 Fax: 954-476-0051 Quotes available
Rdlane@888Fairlane.com Software to download
All states
Final Expense Brokerage Forms available
4801 Dressler Rd. N.W., Ste. 180 Online application status
Canton, OH 44718 Product informtion
Rob Swanson Quotes available
888-318-4498 Fax: 330-493-0715 Software to download
FEBrokerage@aol.com Underwriting status
All states except NY
Financial Brokerage, Inc. Forms available
2238 South 156th Circle Marketing tools
Omaha, NE 68130 Online application status
Bruce Dickes, CLU, ChFC, FLMI/M Product information
800-397-9999 Fax: 402-334-6301 Quotes available
bdickes@fb-inc.com Software to download
All states except VI, Guam, PR Underwriting status
First American Insurance Underwriters Forms available
460 Hillside Avenue Marketing tools
Needham, MA 02494 Online application status
Kenneth Shapiro Product information
781-449-6800 Fax: 781-449-7694 Quotes available
kshapiro@faiu.com Software to download
All states Underwriting status
Fitzsimmons Brokerage Agency Forms available
3633 Hill Road Product information
Parsippany, NJ 07054-1001 Quotes available
Michael T. Fitzsimmons, CLU, LTCP Software to download
973-299-1511 Fax: 973-299-1660
fitz1511@optonline.net
CA, CO, DE, FL, GA, IL, KS, MD, NJ, NY, OH,
PA, VT, WA, WV
Global Insurance Resources Group Forms available
9744 Wilshire Blvd., #306 Marketing tools
Beverly Hills, CA 90212 Product information
Mehrdad Taghdiri, CFP Quotes available
310-550-3300 Fax: 310-550-3390 Software to download
sales@irginsurance.com
International
All states
Gorilla Insurance Marketing, Inc. Forms available
185 NE Dartmoor Dr. Marketing tools
Waukee, IA 50263 Product information
Dina Privitera Quotes available
866-886-6387 Fax: 515-987-3728
dprivitera@gorillainsurancemarketing.com
All states
Highland Capital Brokerage Forms available
20 Commerce Dr., Ste. 150 Marketing tools
Cranford, NJ 07016 Online application status
Tony Catrini, VP Marketing Product information
908-272-8870 Fax: 908-272-2163 Quotes available
tcatrini@highland.com Underwriting status
NJ, NY
Hutchens Brokerage Group, Inc. Forms available
2002 N. Lois Avenue, Ste. 270 Marketing tools
Tampa, FL 33607 Online application status
George Hutchens, CLU, ChFC Product information
813-414-9200 or 800-752-3235 Quotes available
Fax: 813-414-0500 Software to download
george@hutchensbrokerage.com Underwriting status
Southeast
Ideal Producers Group Marketing tools
7400 College Blvd., Ste. 205 Product information
Overland Park, KS 66210
Robb Edwards
888-433-2507 Fax: 913-6470627
redwards@idealpg.com
All states except NY
Insurance Wholesalers, Inc. Forms available
6939 Sunrise Blvd., Ste. 107 Marketing tools
Citrus Heights, CA 95610 Product information
Natasha Price Quotes available
800-689-5490 Fax: 916-723-8770 Software to download
nprice@insurancewholesalers.com
All states
J.L. Thomas & Co., Inc. Forms available
1500 Chester Avenue Marketing tools
Cleveland, OH 44114 Online application status
J. Michael Thomas, CLU Product information
216-241-2300 Fax: 216-241-5070 Quotes available
mike@jlthomasco.com Software to download
AZ, CA, FL, GA, HI, IN, KY, MN, MO, MT, NC, Underwriting status
NY, OH, PA, SC, TX, VA, WA, WI, DC
Joline Associates Forms available
1040 Broad Street, Ste. 101 Marketing tools
Shrewsbury, NJ 07702 Online application status
Pat Joline Product information
800-203-2797 Fax: 732-542-3510 Quotes available
joline@exit109.com Underwriting status
All states
LifePro Financial Services, Inc. Forms available
11452 El Camino Real Marketing tools
San Diego, CA 92130 Online application status
Lara Finley Product information
888-543-3776 Quotes available
lara@lifepro.com Software to download
All states Underwriting status
Client management software
LifeStyle Insurance Services, Inc. Marketing tools
30448 Rancho Viejo Rd., Ste. 250 Product information
San Juan Capistrano, CA 92675 Quotes available
Carol Gardner
949-272-2260
cgardner@lifestyleinsurance.com
All states
LTCI Partners, LLC Forms available
100 Field Drive, Ste. 140 Marketing tools
Lake Forest, IL 60045 Online application status
Patrick Bradley, CLU, ChFC Product information
800-245-8108 Fax: 847-680-9112 Quotes available
info@ltcipartners.com Software to download
All states Underwriting status
Video training libraries,
M2 Settlements Forms available
5009 Medalist Court Online application status
Oceanside, CA 92057 Underwriting status
Marty Mead
760-967-3981 Fax: 949-493-8366
marty@m2settlements.com
All states
Marcus Insurance Agency, Inc., The Forms available
389 Boston Post Road Marketing tools
Sudbury, MA 01776-3015 Online application status
Melissa Cummings Product information
978-443-4900 Fax: 978-443-9804 Quotes available
mcummings@themarcusagency.com Software to download
Most of the U.S. Underwriting status
Marketing Alliance, Inc., The Forms available
111 Westport Plaza Dr., Ste. 1010 Marketing tools
St. Louis, MO 63146 Online application status
Alan Protzel, CLU, ChFC Product information
314-275-8713 Fax: 314-275-8813 Quotes available
aprotzel@themarketingalliance.com Software to download
All states Underwriting status
National College Funding Strategies, Inc. Forms available
10815 Rancho Bernardo Rd., #380 Marketing tools
San Diego, CA 92127 Product information
Tim Johnson Quotes available
858-675-0100 Fax: 858-675-0110
tim@imsinsurance.net
All states
National Long-Term Care Brokers Forms available
11 Executive Park Dr. Marketing tools
Clifton Park, NY 12065 Online application status
Bob Vandy Product information
800-695-8224, ext. 105 Fax: 518-371-6131 Quotes available
bvandy@nyltcb.com Software to download
Most of the U.S. Underwriting status
OC Life Insurance Agency, Inc. Quotes available
P.O. Box 3545
Mission Viejo, CA 92690
Dan Love
949-716-7051 Fax: 949-916-6475
Dan@oclifeinsurance.com
Most of the U.S.
AK, AZ, CA, CO, CT, FL, MD, WI
Ohlson Group, Inc., The Forms available
510 E. 96th St., #185 Marketing tools
Indianapolis, IN 46240 Product information
Terri Gearlds Quotes available
317-844-4411 Fax: 317-844-4422 Software to download
tgearlds@ohlsongroup.com Underwriting status
Most of the U.S.
Partners Advantage Insurance Services, LLC Forms available
4733 Amber Valley Pkwy. South Marketing tools
Fargo, ND 58104 Online application status
Partners Advantage Life Express Team Product information
888-251-5525, ext. 704 Quotes available
marketing@partnersadvantage.com Software to download
All states Underwriting status
Rates, training, and sales
tools
Petersen International Underwriters Forms available
23929 Valencia Blvd., Ste. 215 Online application status
Valencia, CA 91355 Product information
661-254-0006 Fax: 661-254-0604 Quotes available
piu@piu.org Underwriting status
International
All states
PIPAC Life Forms available
P.O. Box 769 Marketing tools
Cedar Falls, IA 50613 Product information
Ryan Saul Quotes available
319-277-8541 Software to download
ryan@pipac.com
Central U.S.--IA, IL, NE, SD
Resource Brokerage, LLC Forms available
1501 E. Woodfield Rd., Ste. 110E Marketing tools
Schaumburg, IL 60173 Online application status
Michael Walls, LTCP Product information
800-605-7566 Fax: 847-619-9592 Quotes available
info@resourcebrokerage.com Underwriting status
All states
Safe Harbor Financial, Inc. Forms available
2200 Benjamin Franklin Pkwy., Ste. 105 Marketing tools
North Philadelphia, PA 19130 Online application status
Nora Hutchinson Product information
800-422-0557 Fax: 215-564-0155 Quotes available
nhutchinson@safeharborfinancial.com Underwriting status
Most of the U.S.
All states except AL, Guam, PR
Secured Financial Solutions, LLC Marketing tools
14301 N. 87th St., Ste. 116 Product information
Scottsdale, AZ 85260
Anil Vazirani
602-361-0093 Fax: 480-248-8988
vazirani1968@aol.com
All states
Tomorrow's Financial Services Forms available
437 Newman Springs Road Marketing tools
Lincroft, NJ 07738 Online application status
Thomas P. Hyland Product information
800-833-1862 Ext. 145 Fax: 732-576-4501 Quotes available
TPHyland@tfsweb.com Software to download
All states, concentrated in CT, DE, FL, NJ, Underwriting status
NY, PA Securities forms
Financial planning
software
Underwriters Marketing Service Inc. Forms available
100 Century Pkwy., Ste. 350 Marketing tools
Mt. Laurel, NJ 08054 Product information
Al Gray, CLU, ChFC--Financial Services Quotes available
Manager
800-524-1774 Fax: 856-727-0600
agray@callums.com
All states
Underwriting Specialists, Inc. Forms available
P.O. Box 409 Online application status
Fort Washington, PA 19034-0409 Quotes available
Robert Pickard Software to download
215-540-4470 Fax: 215-540-4471 Underwriting status
RPickard@undspec.com
All states
Wholehan Marketing Associates Forms available
7261 W. Central Ave. Marketing tools
Toledo, Ohio 43617 Online application status
Ernie Hart Product information
419-473-2323 Fax: 419-473-2424 Quotes available
ernie@wholehan.com
Most of the U.S.
Zenith Marketing Group, Inc. Forms available
303 West Main St., Ste. 200 Online application status
Freehold, NJ 07728 Product information
Tony DeGregorio Quotes available
800-733-0054, ext. 6413 Fax: 732-251-3178 Software to download
td@zenithmarketing.com Underwriting status
All states
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