BROKERAGE GROUP DIRECTORY
AimcoR Group
Membership:
AIP Marketing Alliance
Michigan 800-783-5206
American Financial Network
New Jersey 800-836-PLAN
BCA, Inc.
Iowa 515-223-9224
Blumberg Financial Services, LLC
Pennsylvania 267-419-1700
Cassani & Associates Insurance Services
California 562-597-1919
Cirtes Insurance Services, Inc.
Utah 801-676-0055
CPI Financial & Insurance Services
California 951-735-2800
Crisona Financial Group, Inc.
New York 516-334-1500
Dawn Chambers Agency, Inc.
New Hampshire 603-622-3331
Driesbach Financial Group, Inc.
Indiana 317-876-6280
Futurity First/BHC Marketing
Connecticut 860-838-4800
Georgetown Financial
Connecticut 203-544-9300
Hancock Brokerage, LLC
Louisiana 504-837-2300
Hansen Brokerage Services, Inc.
Michigan 619-940-4004
Intelliquote
California 916-673-2106
Tennessee 615-320-1588
J.W. Rainey, Inc.
Jerry Lawyer & Associates, Inc.
Texas 512-454-7711
KME Insurance Brokerage
Illinois 312-347-1677
Life & Annuity Masters
California 805-583-2307
Life Quotes, Inc.
Illinois 630-515-0170
MAF–LLA, Inc.
Illinois 630-834-2210
McQueen Kalligan Insurance Services, Inc.
California 800-294-9935
Murfee Meadows, Inc.
Alabama 205-871-9515
National Brokerage Agency
Pennsylvania 888-495-7120
owR Opinion, LLC New Jersey 201-651-7700
Perry Financial Network
California 916-293-0100
Pickett Group, Inc.
Missouri 800-333-1999
PLUS Financial Network
Michigan 800-887-PLUS
Southern Insurance Group
Tennessee 800-467-8571
StarLife Partners Agency, Inc.
New York 718-972-8400
Strategic Benefits Group/SBG, Inc.
Minnesota 952-838-3880
The Financial Partners/TFP Brokerage
Georgia 678-338-4380
BROKER WORLD August 2012
The Millay Group, Inc.Missouri 800-580-4393
Treyled Insurance
Texas 713-682-2156
Washington Brokerage
Washington 206-529-9000
Staff: 866-428-0108
John Ziambas, President & CEO
Paul Kasik, Acting Executive Director
Terry Brower, VP–Operations & Finance
Cody Young, Technology Director
Suzanne Ryan, Marketing Director
Robin Hodde, Commissions Director
American Brokerage Centers, LLC
Membership:
Eric Antrobius
West Virginia 304-984-0651
Jim Beck
Tennessee 615-361-0122
Lee Bolen
Florida 800-758-2505
Chris Carrigan North Carolina 800-242-8522
Jim Chrisler Illinois 630-262-1199
Ken Clemens
Pennsylvania 800-926-8875
Wisconsin 800-877-7006
David Duffrin
Don Fortney
Wisconsin 800-367-8639
Dave/Doug Fuerst
Florida 800-432-8668
John Hightower
Colorado 800-876-8484
David Hoff
Missouri 636-625-0900
Tom Hunchusky
Illinois 800-318-9888
Gary Johnson California 800-221-7998
Bob/Alex Jones
Florida 954-788-6822
Wyatt Jones
Georgia 678-775-3000
Andy Kalinowski
New York 800-828-4415
Bobby King
Arizona 623-536-8142
Lisa Kennedy
Tennessee 901-761-5001
Frank/Gayle Kesselman
Delaware 800-633-8584
Doug Kim
California 714-717-3188
Karen Knippen
Illinois 630-238-2911
Jack Kosanke
Washington 509-924-5030
Joe Lightowler North Dakota 800-390-2596
Melissa McConville
Texas 800-547-3547
Jim McGill
Nebraska 402-392-1880
Jim Meaders
Georgia 800-554-1065
Talma Nassim
New York 516-488-4747
Dawn Nelson Wisconsin 888-774-4687
Bob Padgett
Arizona 877-991-6355
Mary Lou Paul
Illinois 847-901-4400
Shawn Rediger
Nebraska 402-392-1880
Dewey Rivkin Virginia 703-356-2482
Samuel Selario
Pennsylvania 800-331-7113
David Seward
Virginia 800-296-1011
Brent Shumate Florida 813-254-7681
Tim Simmons
Nebraska 402-392-1880
Louisiana 504-246-8825
Stan Smith
Neil Sperling
South Dakota 605-342-2438
Marvin Strauss
New York 212-564-5335
Kevin/Dan Swantek
Pennsylvania 610-729-7700
Gary/Scott Thorp
Minnesota 952-944-7650
Robert Tinsley
Kentucky 502-633-1491
George Varanakis
Utah 801-712-0800
Glenn Waldman
Florida 561-391-2505
Jeff/Diana Weiss
New Jersey 800-372-7888
Mike Zimmerman
Kansas 913-951-5400
Executive Director:
Barry Grosman North Carolina 919-367-8896
America’s Long-Term Care Insurance Experts
Membership:
1st Atlantic Brokerage, Inc.
North Carolina 800-800-0123
Agent’s Marketing Center, Inc.
Arizona 602-246-2999
Agrali & Associates
Virginia 877-993-2200
Allen Financial Services Texas 512-231-8775
Allen Marketing & Assoc.Ohio 800-877-6589
Alpine Brokerage Services
New Jersey 856-335-3588
Appletree Financial Minnesota 877-853-1235
Barry J Fisher Insurance
California 818-883-8700
Benefit Services International
Florida 877-613-5824
Borden Hamman Agency Texas 214-349-4911
Brokers Insurance Corporation
Missouri 800-227-8711
Cal Chapman Agency
Iowa 712-748-7982
Carpenter Enterprises
Texas 800-955-2433
Comprehensive Planning-Goodman
New York 800-377-4776
Cornerstone Ins & Fin Services, Inc.
Alabama 800-345-2133
Crossroads Financial Group, Inc.
Wisconsin 319-385-4749
George W. Evans & Associates, Inc.
Texas 800-580-3826
Insurance Advisors, Inc. Ohio 800-471-7191
JCK Brokerage
Rhode Island 401-736-0200
Milner Atlanta Brokerage Inc.
Georgia 800-211-4957
MRW Financial
Florida 800-967-7661
My Top Agents Virginia 703-691-1122
Opportunity Management Texas 830-620-0307
Resource Brokerage, LLC Illinois 800-605-7566
Source Brokerage, Inc. Indiana 800-543-7167
Star Life Partners
New York 718-972-8400
The Brokerage, Inc. Texas 800-442-4915
The Brokerage Resource, Inc.
North Carolina 800-928-4998
The Financial Partners Georgia 678-338-4380
The Stamm Agency Florida 800-327-0176
Transition Planners Leading Financial
Alabama 866-991-0521
United Long Term Care, Inc.
Idaho 877-877-8582
Voegele Insurance Services, Inc.
North Dakota 701-873-2541
Weilage CorporationMinnesota 800-634-4741
Wilbanks Securities Oklahoma 888-842-0202
www.brokerworldmag.com
BROKERAGE GROUP DIRECTORY
The Argyle Group, Inc.
Brokers Health Insurance Network
Membership:
Jim Brock
California 415-927-6999
Jim Connell, Sr.
New York 315-488-0901
Norman Corliss Massachusetts 508-339-1050
Susan Edwards
California 858-272-7700
Allan Hancock
Pennsylvania 814-944-8849
James Hyndman
New York 631-506-0444
George Jacobs
Ohio 440-250-0125
Kermit Kaiser, Jr.
Tennessee 901-761-9600
Andy Kasow
Florida 305-663-1515
David Koloff
Michigan 248-489-1177
Ronald Kosmala Pennsylvania 570-287-2197
Gregory Massino
Illinois 815-332-6700
Dwight Otto
Texas 214-350-4455
Jeff Przybyla
Texas 281-469-4400
Robert Villi
New York 212-268-6265
Executive Director:
Rob Donlan
Pennsylvania 866-293-4526
Membership:
Tom Archer
Texas 800-477-3548
New Mexico 800-627-2433
Mike Cadotte
North Carolina 800-928-4998
Sam Corey
Rodney Culp
Texas 877-437-5010
Robert Dalla Santa Wisconsin 800-472-9002
Rudy Deutschmann Colorado 877-237-2025
Jack Dewald
Tennessee 800-777-0988
Larry Drennan
Arkansas 800-627-2828
Blair Farwell
Illinois 800-605-7566
Sylvia Gordon
Indiana 800-388-8342
Nebraska 800-228-0008
Art Jetter
Dan Jumonville
Louisiana 800-605-7566
Eric Neishloss
Pennsylvania 800-562-7733
Dan Oberlin
Indiana 800-486-9739
Washington 800-565-0313
Bill Perkins
Kurt Reichley
Ohio 800-365-2646
Jim Russo
Kentucky 800-466-5182
Chris Shields New Hampshire 800-972-0048
Mike Smith
Texas 800-442-4915
John Stratton
New Jersey 800-538-9711
Sue Wilson
Oklahoma 800-522-8180
John Word
California 800-869-6989
Executive Director:
Joseph Pittman
Nebraska 402-397-0280
BRAMCO Financial Resources
Membership:
Jim Ash
Indiana 260-478-0600
Nancy Ayers
Virginia 804-285-7110
John Bellig
California 800-648-5278
Jim Capone
Illinois 312-540-9400
Kay Dempsey
Georgia 404-266-8761
Maryland 800-700-2848
Steve Finkle
Mike Gorlick
New Jersey 732-577-1400
David Greenberg Rhode Island 800-343-7772
Tom Hallett
North Dakota 877-607-9269
John Hanson
Wisconsin 920-739-2303
Illinois 630-571-2200
Larry Herman
Steve Katz
Pennsylvania 215-517-4080
Iowa 800-275-8622
Tom Kirke
Steve MacNamee Pennsylvania 610-431-7600
Andy Martin
Alabama 800-876-3950
Matt McAvoy
Kansas 913-384-6300
Kevin T. Merz
Oregon 503-228-9595
Chris Miller
Utah 800-418-1788
Ohio 800-462-6658
Hershel Nardini
Arizona 800-733-7729
Jim Nisbet
Jiggs Ramsey
Arkansas 800-833-0558
North Carolina 704-372-2182
Bill Rasberry
Lynne Rosenberg-Kidd
California 310-851-8222
Kansas 800-541-6705
John Rupright
Jim Sorebo
New Jersey 800-235-7949
Jan Spitzer
Florida 305-908-6700
Doug Traylor
Texas 512-794-1084
Ohio 330-576-1100
Jack Wright, Jr.
William Wright
California 949-455-0119
Staff:
205-868-4622
Trey Reynolds, President
Chris Soniat, Executive Director
Trish Gates, Director of Operations
JoAnn Shaw, Financial Manager
BROKER WORLD August 2012
Capitas Financial, Inc.
Membership:
Ray Artigues
Louisiana 504-885-5140
Keith Bangert
Minnesota 952-544-0707
Bill Betz
Maryland 301-577-1445
James Blair
Missouri 314-961-0013
Walter Davis
Ohio 216-566-7400
Colorado 303-782-0007
Daniel Diercks
Richard Esterly
New Mexico 505-292-3434
Michael Fitzgerald California 925-952-3800
George Gore Jr.
Illinois 630-725-0000
Stephen Gowers
Kentucky 502-451-0252
Bo Graham
Utah 801-424-0020
Thomas Hall/Nicholas Blicha
Pennsylvania 412-344-2600
Bruce Hersh/Harold Harris
Illinois 847-459-8800
Brian Latinovich Indiana 317-569-7080
Richard Lauer/Kevin Lauer
Alabama 205-870-7141
Michigan 248-350-3400
Michael Levin
Dave Linaugh
California 818-702-0889
Ramon Lloveras
Puerto Rico 787-759-0080
Walt Lough/Dana LoughOregon 503-224-2121
Wisconsin 414-276-7788
Michael O’Brien
Robert Oglevee Pennsylvania 814-835-4811
Fred Prelle
Texas 713-659-1212
Scott Simpson North Carolina 704-927-0101
Charles Smith
Massachusetts 617-723-4800
Brian Van Winkle New Jersey 908-756-9800
Dave R. Wickersham Colorado 303-797-9080
Victoria Wilson
Texas 830-249-7160
Capitas Field Office:
Joe Sims 972-788-4557
Capitas Distributors:
Tom Nassiri, President 877-463-1234
Home Office Staff: 877-463-1234
Blake Mohr, Chief Executive Officer
Jodee Deutsch, Chief Operating Officer
Roger Weber, Chief Financial Officer
Alison Guessou, Operations Coordinator
Angie Buker, Account Manager
Toni Hill, Annuity Operations Manager
Nathan Rogerson, Director of Annuities
Leah Broman, Director of Marketing
Idie Wallmow, Senior Admin. Coordinator Consolidated Marketing Group, Inc.
Membership:
Greg Anderson
Texas 800-221-5138
Robb Daugherty
Ohio 800-843-3057
Georgia 800-237-3625
• Doug Enfield
Terry Feuchtinger
Texas 800-903-8601
Doug Fekete
Connecticut 203-269-6631
Randy Ford
Texas 800-950-7474
Ignacio Gonzales Florida 305-447-8404
Arsy Grindulo, Jr.
California 858-458-1380
• W. Len Hull, Jr. North Carolina 704-544-2338
Rick Kuonen
Arkansas 800-844-6653
Alan Lockhart
Missouri 800-677-1087
Wisconsin 800-236-1154
• Ellen MacKenzie
Roger Miles
Texas 800-234-1668
Missouri 314-822-4440
• John E. Moriarty
Don Quante
Missouri 800-800-6004
Terry Register North Carolina 800-373-0164
Randall Richardson Louisiana 225-293-9283
• Charles “Dan” Roberts Texas 713-984-2471
Carl Robinson
Texas 800-727-7811
Greg Schlatter Texas 800-727-7811
Don Schneider
Missouri 800-727-4844
Texas 325-653-1282
• David B. Sharp
Jake Tomes Texas 866-834-1040
Mory Wood III
Virginia 800-234-5667
Harvey Yoder
Texas 800-722-8512
Delaware 800-225-9654
• Bill Zemitis
California 800-772-9090
Randy Zierhut
• Mal Zimmerman Massachusetts 781-320-0770
• Branch Offices
CPS Insurance Services
CEO:
Peter Holden
Membership:
Larry Brown
Stefan Bruckel
Reuben Chen
Lee Conti
John Dalton
P.J. Doyle
Bill Elliott Brad Ferney California 800-326-5433
Illinois 800-645-4700
California 800-566-8011
California 408-435-1668
New York 866-448-1829
North Carolina 888-785-8565
Mississippi 800-295-8864
Minnesota 952-224-0992
Idaho 208-542-2971
www.brokerworldmag.com
BROKERAGE GROUP DIRECTORY
Rich Fuller
Colorado 888-444-7475
Brent Giroux
California 800-914-9483
Jim Hicks
Texas 800-333-0123
Richard Krabbeler
Nevada 800-949-6901
Parks LaMarche
California 800-776-4647
Larry Long
California 800-922-6290
Kevin McCarthy Pennsylvania 724-864-2900
David Marshall California 323-944-0489
Bill Meland
Wisconsin 800-236-3462
Ed Pankey
Washington 800-541-6454
Frank Pignataro
New Jersey 800-822-3750
Marvin Rohrer
Minnesota 800-525-1325
Wayne Rosenberg New Jersey 862-397-4067
Jace Rosenbluth
Connecticut 800-477-8546
Greg Saul
Iowa 800-765-1710
Ken Scaglione
New Jersey 800-337-0362
Frank Skaw
Washington 800-364-3110
Kris Smith
Illinois 630-428-7640
Mike Smith
Wisconsin 800-657-0736
Richard Smith Florida 866-870-8742
Ed Sparkowski Connecticut 800-685-2461
Mark Tattersall
California 800-790-1951
Hawaii 888-531-9911
Steven Tseu
Dan Valentine
Arizona 800-516-0283
Ron Viola
California 800-640-7770
Pat Wedeking
Colorado 800-286-7842 Robin Wexler
Maryland 800-368-2702
Diversified Marketing Group, Inc.
Membership:
Mary Catherine Armstrong
Tennessee 615-356-9294
Russell Bock
New York 854-635-3352
Michael Bodack
New York 914-457-1291
Jim Buchanan
Minnesota 952-853-1235
Kenny Chen New York 212-227-8838
Leo Corsetti, Jr. Massachusetts 781-641-3300
Morley Ferguson
California 530-320-5328
Marjorie Gelbwaks Schaefer
Florida 954-236-9999
Brent Giroux
California 714-634-8660
Rhonda Hagelman
Texas 800-676-1165
Harold Harris/Bruce Hersh Illinois 800-444-4160
Nick Hogan
Ohio 800-471-7191
Arthur Jetter
Nebraska 402-330-2900
Mark Levy
New York 516-364-7171
Rosilyn Overton
New York 718-631-4000
Philip Panarella
Connecticut 860-229-0526
Thomas Riester
Minnesota 651-604-9160
Joseph Smollen
California 858-459-7020
R. Neil Sperling South Dakota 605-342-2438
Gary Victorson New York 631-265-7456
Frank Wilcox, Jr.
Indiana 317-849-8808
Associate Members:
Edward Holle Connecticut 203-775-4553
William (Bill) Pickering Florida 321-206-0030
Emeritus Members:
George Bernstein
Florida 305-978-2167
Jack Carleton
Missouri 314-567-3311
Laurence Greeley Connecticut 203-210-7616
Joseph Harvest
Florida 352-753-1200
BROKER WORLD August 2012
Doug Jones
Texas 800-619-5624
Executive Director:
Herbert Rough
Florida 954-423-1111
Underwriting:
Brendan Tuohy
Missouri 816-763-1691
Executive Administrator:
Linda Wolonick
Florida 954-370-0041
Insurance Designers, LLC
Membership:
Brian K. Adams
New York 607-732-3050
Dan Anderson
New Jersey 973-539-3232
Cornel Arceneaux
Louisiana 225-761-0033
Tom Archer
Texas 713-507-1000
Andrea Baumer
Indiana 888-467-6755
Jack Beatty Arizona 480-991-4072
David Bell
North Carolina 919-844-1777
Jeff Berson
California 800-338-1892
Doug BeVille
Tennessee 423-267-9729
Pennsylvania 267-880-0900
Howard Blatt
Frank Branca
Pennsylvania 267-880-0900
Jim Brennan
California 818-884-9950
Stephen Burk
Kansas 913-451-3960
Tom Byerly
Oklahoma 918-664-6394
Vincent Carfagno
Arizona 480-664-4405
Ken Chen
New York 646-302-5825
Justin Christensen
Utah 801-424-6330
Bob Cloninger
Florida 800-329-0270
Anthony Cravitz
California 888-920-1770
Joe Cvetanovski
Michigan 800-252-0902
Kelly Daly
Connecticut 860-677-5707
Texas 214-696-9756
John Davis
Ethan Emmett
Florida 800-683-5071
Randy Eschels
Michigan 800-969-9990
Allan Gersten Massachusetts 781-449-6800
Barry Goldberg
New Jersey 908-665-9400
George Gorham
California 949-724-0844
Steve Heinen Texas 817-870-2380
Barney Hellenbrand California 805-584-2591
J.C. Hopkins
Colorado 303-229-8949
Philip Hu
California 626-447-7888
Shawn Jeanes
California 805-461-7388
Keith Klima
Wisconsin 414-525-4100
Adam Kriveloff
New York 212-239-4020
John Lenz
Oregon 503-222-3924
Andy Levine
Florida 561-241-4500
Thomas Litz
New York 607-732-3050
Ken Martin
North Carolina 919-844-1777
Sam Massey
Georgia 800-255-6641
Tim Mastel Minnesota 763-287-0218
Jay Matthews
North Dakota 701-241-9205
Dexter McCormick
Indiana 800-732-1489
Robert Meek
Colorado 303-790-2090
Vince Munno
Florida 727-669-0109
Blair O’Connor Michigan 586-693-4900
Greg Palmquist
Colorado 303-790-2090
Greg Patterson North Carolina 800-334-1217
Gary Paulsrud
North Dakota 701-241-9205
Joseph Petitti
New Jersey 856-667-5445
Kerry Piandes New Hampshire 866-483-3729
Dan Pierson
New Jersey 908-665-9400
Maria Prichard
Michigan 586-693-4900
Kirk Rawls
California 714-550-0159
Ed Schwarz Michigan 586-254-5950
Ken Shapiro
Massachusetts 781-449-6800
Allen Shaw
Colorado 303-758-5392
Mike Smith
Idaho 208-622-5211
Todd Stewart
Indiana 260-423-6161
Robert Stuchiner
New York 212-929-4009
Ron Sussman New Jersey 856-874-1250
David Townsend Washington 877-797-0893
Jim Tucker
Texas 817-877-3384
Craig Waldenmaier
Florida 904-273-0100
Ed Zierold
Ohio 800-759-5433
Joe Zullo
Texas 512-257-9700
Executive Director:
Dick Schuettner 706-922-6260
LIFE, Inc.
Membership:
Barbara Crowley
Iowa 515-223-9479
Dave Donchey
California 626-304-1300
Christopher Greis
Illinois 847-304-0135
Leon Huffman
Florida 407-898-5521
John McWilliams
Colorado 303-321-0565
R. Jan Pinney
California 916-773-2800
Laurie Prevette North Carolina 704-375-0555
Mark Rosen
Pennsylvania 412-281-0600
Jonathan Shaw
Kentucky 502-583-5527
Malcolm Sklar
Connecticut 203-367-1322
Michael Tessler
Missouri 314-392-2841
George Van Dusen IVMinnesota 952-697-5000
LifeMark Partners
Membership:
Agent Support Group
New York, NY 212-292-5760
Algren Associates, Inc.
New York, NY 212-594-9889
American Brokerage Company
Nashville, TN 615-227-8292
Brokerage Unlimited, Inc.
St. Louis, MO 314-392-2841
Brokers Clearing House, Ltd.
West Des Moines, IA 515-223-9479
Brokers Insurance Services, Ltd.
Bala Cynwyd, PA 800-426-6848
Brokers Life Marketing Group, LLC
Panora, IA 800-362-1097
The Brokers Network Florida 407-898-5521
Capitol Metro Financial Services, Inc.
Columbia, MD 410-312-0003
The Cason Group, Inc.
Columbia, SC 800-951-3033
Colorado Brokerage Group
Denver, CO 303-321-0565
Comerica Insurance Services, Inc.
Detroit, MI 313-222-0810
Comprehensive Planning
Troy, MI 248-457-2312
www.brokerworldmag.com
BROKERAGE GROUP DIRECTORY
Diversified Brokerage Services
Minneapolis, MN 952-697-5000
Dixon Wells, Inc.
Birmingham, AL 205-879-0583
Eugene Cohen Insurance Agency
Chicago, IL 847-674-4390
GBS Insurance & Financial Services, Inc.
Fairfield, CT 203-367-1322
Holmdel Agency
Red Bank, NJ 732-946-2004
Insurance Solutions Group, Inc.
Ridgeland, MS 601-362-9546
IPG/Kelley Financial Services, LLC
Carefree, AZ 480-718-3125
J.L. Thomas & Company, Inc.
Cleveland, OH 216-241-2300
Lakeview Financial Services, LLC
Boise, ID 208-939-0460
Leaders Partners, Inc.
North Barrington, IL 847-304-0135
Leisure Werden & Terry Agency
Pasadena, CA 626-304-1300
LifePro Financial Services, Inc.
San Diego, CA 858-793-5999
LPL Insurance Associates, Inc.
San Diego, CA 704-733-3861
The Marcus Agency, Inc.
Sudbury, MA 978-443-4900
Mercury Financial Group, LLC
Dallas, TX 214-358-0011
The Milner Group
Lawrenceville, GA 770-455-1234
Occidental Underwriters of Hawaii, Ltd.
Honolulu, HI 808-527-8825
Pinney Insurance Center, Inc.
Roseville, CA 916-773-2800
Premier Financial, Inc.
Lincoln, NE 402-423-5002
The Producers Group
SanDiego, CA 858-764-2988
The Rucker Company
Dublin, OH 614-718-9887
SelectQuote Insurance Services
San Francisco, CA 415-543-7338
Shaw American Financial Corp.
Louisville, KY 502-583-5527
Simply Financial, Inc.
Phoenix, AZ 602-264-7200
Tennessee Brokerage Agency
Knoxville, TN 865-588-9555
Underwriters Brokerage Service
Pittsburgh, PA 412-281-0600
ValMark Insurance Agency, Inc. Akron, OH 330-576-1234
Wealth Preservation & Management, Inc.
Richmond, VA 804-217-8591
Staff:
Baltimore, MD 410-837-3022
Bill Shelow, President & CEO
David Arthur, Senior VP & COO
BROKER WORLD August 2012
Kelli Tormey-Grass, VP Operations
Kerry Caputo, Bookkeeper
Bill Pearson, Technology Director
Josh Polanco, Compensation & Marketing
Specialist
NAIM
Membership:
21st Century Financial & Advanced
Benefit Concepts New Mexico 505-450-1574
American Financial Associates, Inc.
Schaumburg, IL 888-636-0999
Applied General Agency
Orange, CA 714-783-7811
Chittenden Insurance Agency, Ltd.
Phoenix, AZ 800-999-4773
Compton Insurance Marketing
Studio City, CA 800-637-7352
Consolidated Insured Benefits, Inc.
Greenville, SC 800-922-7306
D&L Insurance Broker, Inc.
Downingtown, PA 610-873-7100
Diversified Health Marketers, Inc.
Bloomfield, NJ 973-233-6869
Diversified Insurance Brokers, Inc.
Norcross, GA 800-533-5969
Frye Brokerage Company, Inc.
Indianapolis, IN 800-878-3793
George W. Evans & Associates, Inc.
Houston, TX 800-580-3826
Harbor Insurance Marketing, Inc.
Brownsburg, IN 866-424-2167
Hildebrand Insurance Services
Parkersburg, WV 800-543-5670
Insurance Marketing Center, Inc.
Rockville, MD 800-462-9098
Lawrence S. Brodsky Agency
Palatine, IL 800-347-0747
LDJ Associates Lakewood, WA 800-275-5028
National Benefits Consultants
Centennial, CO 800-530-8646
One Source
Reno, NV 800-366-5226
PlanChoice, Inc.
Kentucky 800-466-5182
Professional Insurance Brokerage, Inc.
Billings, MT 800-333-0546
Professional Mass Marketing International, Inc.
Miami, FL 800-881-7664
Quantum Insurance Partners, Inc.
Goodlettsville, TN 800-421-3605
Robert D. Fink & Associates Insurance Center
East Pittsburgh, PA 412-351-5311
Schellhaas & Associates, Insurance Brokerage
Metairie, LA 800-569-2966
Select Insurance Brokerage
Arkansas 800-990-0977
Simmons Benefit Group
Idaho Falls, ID 208-525-8222
Stephens–Matthews Marketing, Inc.
Beverly, OH 800-544-8250
Strategic Agent Partners
Troy, Michigan 800-336-9440
NAIM National:
Morehead City, NC 800-561-1827
Phil Johnson, Chief Operating Officer
Tania Stoughton, Office Manager
National Brokerage Agencies, Inc.
Membership:
1st Atlantic Insurance Group
Greensboro, NC 800-800-0123
Affiliated Marketing Group
Pensacola, FL 850-477-5840
Agency Development Corporation
Cincinnati, OH 513-469-8999
AIM Marketing & Insurance Services
Scottsdale, AZ 800-245-2467
Allegiance Marketing Group
North Palm Beach, FL 800-330-1997
Alpine Brokerage Services, LLC
Marlton, NJ 856-335-3588
AMC Life Marketing, Inc.
Tempe, AZ 800-584-6881
American Annuity Agency, Inc.
Hopewell, VA 800-537-9795
American Group Insurance Service, Inc.
Dallas, TX 800-882-1488
Aptaker Agency, Inc.
Baton Rouge, LA 225-767-9070
Arthur Rothlein Agency, Inc.
Valley Stream, NY 516-561-3000
Associates Diversified Brokerage, Inc.
Oklahoma City, OK 405-842-0202
Atlantic Brokerage Partners, LLC
Somers, NY 800-257-3098
Bachmann Brokerage, Inc.
Hartland, WI 800-686-0220
Barnett Insurance Services
Newburg, OR 800-356-9361
Best Case Life Insurance Brokerage, Inc.
Westerville, OH 888-801-0778
BG Group—Life Guys, Inc.
Fountain Hills, AZ 480-836-7200
Borden Hamman Agency, Inc.
Dallas, TX 214-349-4911
Brokerage Concepts, Inc.
Blue Bell, PA 610-491-5040
Broker’s Advantage, LLC
Malvern, PA 610-420-9321
Brokers Finet, LLCAmherst, NY 716-553-8000
Brokers Marketing Service, Inc.
Torrance, CA 310-793-8808
Cal Chapman Agency
Defiance, LA 712-748-7982
Carothers Insurance MDC&A
Las Vegas, NV 800-321-6322
Carrol & Associates, Inc.
Bellevue, WA 425-646-6000
CC Services, Inc.Bloomington, IL 877-896-1795
CFG Brokerage
Wincote, PA 215-887-5000
CMC & Associates, Inc.
Spartanburg, SC 864-582-7984
www.brokerworldmag.com
BROKERAGE GROUP DIRECTORY
Commonwealth Financial Network
Waltham, MA 800-251-0080
Consolidated Insured Benefits, Inc.
Greenville, SC 864-271-6863
Cornerstone Financial Services, Inc.
Coconut Creek, FL 954-794-0950
Crossroads Financial Group, Inc.
DePere, WI 800-261-6111
CU Insurance, LLC
South Jordan, UT 801-325-6415
Edwards/Glick Insurance Marketing
West Hills, CA 818-996-9696
Empower Brokerage, Inc.
Fort Worth, TX 877-437-5010
Fidler Insurance
Canoga Park, CA 818-999-1345
Financial Solutions Group, Inc.
Ellicott City, MD 410-995-4969
Fitzsimmons Brokerage Agency
Parsippany, NJ 888-558-3489
Freedom Brokerage
Clarkston, MI 888-655-4015
General Agents Insurance Network
Pflugerville, TX 512-989-2223
Gerald Stratton Sole Proprietor
Lawrenceville, GA 678-969-9000
Gordon Marketing
Noblesville, IN 800-388-8342
Graber Agency, Inc.
Montvale, NJ 800-243-7234
Great Plains Annuity Marketing
Lenexa, KS 800-710-1115
Healthcare Solutions
San Diego, CA 877-467-7467
IFC National Marketing, Inc.
Fairmont, MN 507-238-2100
IMO Marketing Group, LLC
Indianapolis, IN 317-222-5150
Insurance Brokerage, USA
Little Rock, AR 501-219-0099
Insurance Dept, Inc.
Birmingham, AL 205-871-9694
Insurance Network America, Inc.
Boise, ID 208-344-1143
Insurance Perspectives
Houston, TX 713-771-7226
J.L. Herring and Associates
Savannah, GA 912-355-5009
J.E. Goss, LLC dba The Producers Firm
Bristol, CT 860-584-8461
KAFL, Inc.
Rochester, NY 800-272-6488
Kaiser Financial Group, Inc.
Scotch Plains, NJ 908-322-8868
KTA Financial Group, LTD
Decatur, IL 217-872-5416
LaBonte Insurance Marketing Services
Hampton, NH 800-452-2668
Labyrinth Financial Services
Vancouver, WA 800-786-1610
Landers-Stein & Associates, Inc.
Miami, FL 305-665-8161
BROKER WORLD August 2012
Lead Brokerage Group, Inc.
Newburyport, MA 800-842-0804
Leaders Financial Pelham, AL 205-988-4445
Life Sales, LLC
Novato, CA 415-897-7191
Life Star Brokerage
Santa Monica, CA 310-828-8300
M2 Advisors Direct, Inc.
St. Louis, MO 314-961-7077
M&O Marketing, Inc.
Southfield, MI 800-228-5964
Matrix Insurance Marketing, Inc.
Seattle, WA 800-929-6123
MidAtlantic Insurance Consultants, LTD
Etters, PA 717-796-3116
Mike Levy Associates, Inc.
Metairie, LA 504-831-8141
Modell Brokerage Group
Lewes, DE 800-611-7418
Mountain Financial Group, Inc.
Boise, ID 800-377-6344
MRW Financial, Inc. Tampa, FL 800-967-7661
National Benefits Consultants
Centennial, CO 720-488-9892
National Educational Services, LLC
Cincinnati, OH 513-276-3955
Nelson Financial Group
Midvale, UT 801-568-2626
Next Generation Financial Group
Little Rock, AR 866-417-9580
Parry & Steinborn Agency, Inc.
Frankfort, IL 800-887-8927
Payson Williamson Life Insurance Agency, Inc./
Garity Advantage Norwell, MA 800-229-9912
Professional Insurance Brokerage, Inc.
Billings, MT 406-248-8181
Raymond Wieger & Associates
Highland Park, IL 847-433-5100
RDN & Associates, Inc.
Huntington, WV 304-522-2413
Republic Marketing Group, Inc.
New Braunfels, TX 830-620-4066
Richard Gross Agency, Inc.
St. Augustine, FL 800-523-9269
Richard W. Chew Agency
Vero Beach, FL 856-428-2221
Roster Financial, LLC
Voorhees, NJ 800-933-6632
Royalty Financial Group
St. Peters, MO 888-886-4026
S.H. Haynes & Associates, Inc.
Springfield, MA 413-737-4795
Safe Harbor Financial, Inc.
Philadelphia, PA 215-568-6377
Safe Money Resource, Inc.
Burlington City, NJ 800-790-7791
Sellin Advisor Group, Inc.
Eagle, ID 208-939-6641
Sequoia Financial Partners, LLC
Harrison, NY 914-457-1292
Shields Brokerage, Inc.
Exeter, NH 603-772-6700
Shippy Brokerage Solutions
Monroe, GA 770-267-4499
Simon Davis Brokerage Services, Inc.
Denver, CO 303-837-1119
Source Brokerage, Inc.
Indianapolis, IN 317-803-3330
South Pacific Insurance Agency, Inc.
Honolulu, HI 808-524-0000
Syndicated Insurance Services, Inc.
Schaumburg, IL 888-287-3747
The Brian Pink Agency
Bayside, NY 718-690-3860
The Brokerage Resource
Durham, NC 919-489-3600
The Cason Group, Inc.
Columbia, SC 800-951-3033
The Fuhrmeister Agency
Philadelphia, PA 215-557-0086
The Jaime Black Group
Bridgeport, PA 610-292-9200
The Life Insurance Brokerage Pro, Inc.
Lincolnshire, IL 847-231-4800
The Tavenner Agency, Inc.
Springfield, OH 937-399-8415
The Winnick Insurance Agency
Wellesley Hills, MA 888-235-2525
Trawick Financial Services, Inc.
Columbia, SC 803-790-7272
Underwriters Marketing Service, Inc.
Mt. Laurel, NJ 856-727-1900
Vanguard Marketing Group, Inc.
LaMesa, CA 888-696-5400
Victorson Associates, Inc.
Smithtown, NY 631-265-7456
Voegele Insurance Services, Inc.
Beulah, ND 701-873-2541
Warner Financial Group
Bernardsville, NJ 908-766-0400
Wealth Designs, LLC
Birmingham, AL 205-939-8070
Weilage Corporation
Mankato, MN 507-625-4810
WFS, Inc.
Fishers, IN 317-849-8808
Williams & Associates
Ozark, MO 417-485-2730
Worth Independent Insurance Network, Inc.
Baltimore, MD 410-832-1377
Emeritus Members:
Arthur A. Baum Jr.
Bingham Farms, MI 248-647-0866
Joel A. DeNigris
Enfield, CT 860-272-1130
Robert H. Lindgren
Gaithersburg, MD 301-253-4202
Richard Payson
Naples, FL 239-513-0780
Bob Pickard Ft. Washington, PA 800-652-5700
C. Ronald Slaughter
Naples, FL 239-591-4101
Joseph I. Sobel
Cherry Hill, NJ 856-810-7712
Jack Vorhauer
Wayne, IL 630-587-8794
John W. Zeigler
Ft Worth, TX 817-429-9039
www.brokerworldmag.com
BROKERAGE GROUP DIRECTORY
Executive Director:
Jean Yerrington Pottstown, PA 888-495-7120
Underwriter:
Don Garrow The Woodlands, TX 936-718-4471
NBC National Marketing, Inc.
Membership:
Reed Ashwill Texas 800-492-9190
Don Boozer
Texas 800-543-0886
Lane Boozer
Texas 800-543-0886
Mark Bowen
Georgia 866-912-6936
Dan Charley
New Jersey 866-777-2006
Donald Codori Rhode Island 800-338-5433
Eric Couch
Texas 800-492-9190
Christi Daughenbaugh Texas 800-492-9190
Rodney Desormeaux Louisiana 800-960-1891
Jody Goss
Connecticut 800-639-2032
Chris Light
Illinois 800-477-3662
John Light
Illinois 800-477-3662
Greg Morabito
New Jersey 866-777-2006
Donna Rohrer
Wisconsin 800-686-4238
Mel Rohrer Wisconsin 800-686-4238
Ken Sapon
New Mexico 800-274-0433
Michael Schellinger
Texas 888-694-7271
Tom Sellin
Idaho 800-423-3113
David Simon
Colorado 800-466-8376
Bernard Vukelich Pennsylvania 800-776-9646
Steve Walther
Idaho 800-423-3113
Chris Wells
South Carolina 877-672-1400
Barry Williams
Tennessee 800-321-9140
Gladys Wolfe North Carolina 800-585-6852
Jim Wolfe
North Carolina 800-585-6852
National LTC Network
Membership:
Advanced LTC Insurance Services
California 818-547-6677
ASCIA Long Term Care Oregon 800-362-8837
AmeriCal Advanced Insurance Services
California 310-441-5699
California LTC Insurance Services
California 650-692-5202
CFK LIFE Plans New York 518-786-6534
Comfort Assurance Group
Missouri 877-579-5001
EM-Power Services
Massachusetts 508-987-3792
Gelbwaks Executive Marketing Corp.
Florida 954-236-9999
HealthCare Benefit Services
Colorado 303-973-6636
Heartland LTC
Arizona 602-381-8500
Individual Commercial Brokerage
New Jersey 973-538-5511
Lifestyle Insurance Services
California 800-493-2056
LTC Benefits Group
Nebraska 402-715-5799
LTC Global
Oregon 800-362-8837
BROKER WORLD August 2012
LTC Solutions
Florida 239-540-1663
LTCI Associates
Tennessee 865-531-1097
LTCI Brokers
Texas 877-696-5824
Long Term Care Advisors
Minnesota 888-611-2200
Long Term Care Associates
Washington 800-742-9444
MAGA
Illinois 847-940-8866
Master Care Solutions
Oregon 800-275-4582
M&O Marketing
Michigan 800-228-5964
Mowery Associates Pennsylvania 800-382-1352
National LTC Brokers New York 800-695-8224
Newman Long Term Care
Minnesota 952-888-3777
New York LTC Brokers
New York 518-371-5522
Shields Brokerage New Hampshire 800-972-0048
Todd Benefit Group
Maine 207-283-3436
United Insurance Group
Michigan 800-878-1058
United LTC Network
South Carolina 843-361-9000
President:
Terry Truesdell
Kansas 800-514-2955
The Plus Group
Membership:
Bill Barrett California 888-254-7675
Clay Birdwell
Tennessee 877-309-5958
Ken Bloch North Carolina 800-696-1791
Dave Chittenden
Arizona 800-999-4773
Eugene Cohen Illinois 800-333-4340
George Davidson Minnesota 800-335-7544
Ben Feigenbaum Ohio 800-453-6277
Greg Jachelski Maryland 800-995-6532
Pat Jackson Michigan 800-269-2097
Jerry Kouzmanoff
California 800-653-8003
Andy Mathews
Colorado 800-530-2360
Jeffrey Mohr Ohio 800-621-6161
Timothy O’Brien Georgia 800-997-9058
Jeff Peterson Washington 877-455-9580
Raymond Phillips Pennsylvania 800-245-5078
Michael Plaks Florida 866-863-9051
Kenneth Sapon New Mexico 800-274-0433
Jack Schmitz California 800-924-2294
Reed Schnittker Texas 888-325-0091
David Whitney
New York 800-915-8970
Phil Zima
Louisiana 800-522-9471
Mike Zimmerman
Kansas 913-951-5400
Executive Director:
Tracey O’Malley California 800-831-1018
Risk Appraisal Forum
Membership:
Tim Bellig
California 800-648-5278
Illinois 847-674-4390
Mike Cohen
Gary Dworkin New Hampshire 800-777-0061
John Felton
Tennessee 865-588-9555
Chris Greis Illinois 847-304-0135
Robert Katzen Pennsylvania 412-281-0600
Dave Kopelcheck
Ohio 888-781-9887
Robert Lombardo
Florida 800-610-9810
Steve MacNamee Pennsylvania 610-431-7600
Seixas Milner, Jr. Georgia 800-926-9206
Jon Shaw
Kentucky 502-583-5527
Scott Simpson North Carolina 888-414-1919
Jan Spitzer Florida 305-908-6700
Mike Thomas Ohio 216-241-2300
Mark Wall
Mississippi 601-278-5365
Emeritus Members:
Les Grubin (deceased)
Robert Hopper
Jay Jervey
Robert Littell
Irving Shaw
William Simpson
Leon Spitzer (deceased) Richard Twogood SUB Centers
Membership:
Craig Berson
Ohio 216-464-1542
Benjamin Bishkoff New Jersey 908-810-4400
Joe Bosnack
New York 516-536-5005
Kathy Carlson New Hampshire 603-778-0555
Dave & Dale ChittendenArizona 602-955-4773
Andrea D’Aoust-Safford
Maryland 301-540-8484
Jack Dewald Tennessee 901-767-4271
P.J. Doyle
Louisiana 228-762-1600
John Felton
Tennessee 865-588-9555
Barry Fisher
California 818-883-8700
Cindy Gentry
Texas 361-993-3820
Ronald R. Hagelman, Jr. Texas 830-620-4066
Ross J. Hopkin Texas 469-635-6000
A.C. Jetter
Nebraska 402-330-2900
Art Jetter Nebraska 402-330-2900
Paul Kaplan California 818-380-0034
Macklin Kelly
Florida 813-935-8361
Sherry Kelson
Texas 469-635-6000
Mike Love
California 805-688-6089
Doug Mishkin New York 212-594-9889
Jeff Mohr
Ohio 513-621-9650
Edward R. Murray New York 518-382-5483
Myra Palmer
Georgia 404-321-1212
Ray Phillips Pennsylvania 412-847-0770
Kim Reed
Tennessee 901-767-4271
Edward Rubovitz New Jersey 908-526-1411
Mike Smith
Texas 469-635-6000
Bradford Stamm Florida 561-515-2466
Jeff Stewart North Carolina 704-375-5551
Ron Verzone New Hampshire 603-778-0555
Melinda Whitlock Louisiana 225-293-0151
Gordon Zuckerman New York 518-382-5483
Executive Director:
George Williams 901-767-6494
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