2010 Producer s Guide to

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1 2010 Producer s Guide to Brokerage General Agencies and other wholesalers Welcome to Life Insurance Selling s 13th annual Producer s Guide to Brokerage General Agencies and other wholesalers. This guide includes alphabetical listings, contact information and product category listings for 45 brokerage general agencies (BGAs) and other wholesalers throughout the United States. 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. This full Web version contains all of that information. We encourage you to follow up with any BGA or wholesaler that captures your interest to find out more about the firm s offerings. 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 insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life AIP Group, The , Press 1 America s First Financial Corp AMZ Financial Insurance Services, LLC Associated Brokerage Companies, Inc BackNine Insurance Services - CPS Benefit Program Services, Inc LifeInsuranceSelling.com / LIS / March

2 Companies Accident insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life Blumberg Financial Services, LLC Bogdan and Associates, Inc Brokerage Unlimited, Inc Brokerage, Inc., The Brokers Clearing House, Ltd Calkins Kramer Insurance Inc Champion Agency, Inc , ext Cornerstone Ins. & Financial Services, Inc Custom Benefit Plans , ext Davis Life Brokerage Driesbach Financial Group, Inc Dunhill Marketing & Ins. Services, Inc , ext ELA Settlement Services, LLC March 2010 / LIS / LifeInsuranceSelling.com

3 Companies Emmett Insurance Group, Inc Accident insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life Eugene Cohen Insurance Agency, Inc Exceptional Risk Advisors, LLC Fairlane Financial Corp , ext Final Expense Brokerage Web site under development Financial Brokerage, Inc Fitzsimmons Brokerage Agency FPA Katchen, LLC Gradient Financial Group, LLC Hansen Brokerage Services, Inc Hunt Financial Group Insurance Resources Group J. L. Thomas & Co., Inc , ext. 28 LifeInsuranceSelling.com / LIS / March

4 Companies Accident insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life LTCI Partners, LLC McQueen Kalligan Insurance Services, Inc Petersen International Underwriters Pickett Group, Inc Producers Equity Group Resource Brokerage, LLC Secured Financial Solutions Senior Market Sales, Inc Shaw American Financial Corporation TFS Insurance Agency, Inc Washington Brokerage Western Marketing Zenith Marketing Group, Inc , ext March 2010 / LIS / LifeInsuranceSelling.com

5 AIP Group, The Broker Consultant , Press 1 America s First Financial Corp Julie Stratton AMZ Financial Insurance Services, LLC Allie Miller Associated Brokerage Companies, Inc. Timothy Schrader BackNine Insurance Services - CPS Reid Tattersall, CLU Benefit Program Services, Inc. Alan Meyerowitz CT, DE, FL, MD, NC, NJ, NY, PA, SC, VA, DC Blumberg Financial Services, LLC Alyse N. Blumberg, MEd, CLU, ChFC, CASL, CLTC Bogdan and Associates, Inc. Walt Bogdan AZ, CO, CT, FL, IA, IL, IN, MD, MI, MN, MO, NJ, NV, OH, TX, WI, WV Brokerage Unlimited, Inc. Michael Tessler Brokerage, Inc., The Mike Smith Software for lead generation Software for lead generation Free quote engines online for term life and major medical Free Web site for our brokers LifeInsuranceSelling.com / LIS / March

6 Brokers Clearing House, Ltd. Debbie Hannam except AK, VI, Guam, PR Calkins Kramer Insurance Inc Kyle V Calkins Champion Agency, Inc. Kenneth Sapon R.Ph., LUTCF, CLU , ext Cornerstone Ins. & Financial Services, Inc. Rick Radford Custom Benefit Plans Greg DuPlessis , ext Davis Life Brokerage Marketing Team Driesbach Financial Group, Inc. R. Michael Young Dunhill Marketing & Ins. Services, Inc. Tony Steigerwald, President , ext International ELA Settlement Services, LLC Paul H. Nagelberg except AK, KY, MT, ND, OR, WV, VI, Guam, PR Emmett Insurance Group, Inc. Ethan Emmett International Hardware support Software for lead generation None Sales concepts seminars Our monthly newsletter 72 March 2010 / LIS / LifeInsuranceSelling.com

7 Eugene Cohen Insurance Agency, Inc. Michael Cohen Exceptional Risk Advisors, LLC Sean McNiff None Fairlane Financial Corp. Ron D. Lane, Jr , ext Final Expense Brokerage Rob Swanson Web site under development except MA, NY, WA, Guam, PR Financial Brokerage, Inc. Shelly Whitaker Fitzsimmons Brokerage Agency Michael T. Fitzsimmons, CLU, LTCP FPA Katchen, LLC Benjamin J. Bishkoff Gradient Financial Group, LLC Logo, business card, letterhead, brochure design and more Hansen Brokerage Services, Inc. Scott Hansen except NY Hunt Financial Group Ashley Bosco Insurance Resources Group Mehrdad Taghdiri LifeInsuranceSelling.com / LIS / March

8 J. L. Thomas & Co., Inc. Mike Thomas, CLU , ext. 28 AZ, CA, FL, GA, HI, IN, KY, MN, MS, NC, NY, OH, PA, SC, TX, VA, WA, WI, DC on CD LTCI Partners, LLC Tom Riekse, Jr McQueen Kalligan Ins. Services, Inc. Tim McQueen Petersen International Underwriters Thomas Petersen International None Meetings on Demand Meetings on Demand Pickett Group, Inc. Tim Pickett Central U.S. Producers Equity Group Jeremy Rettick Resource Brokerage, LLC Michael J. Walls, LTCP except HI, Guam, PR Free Web sites Secured Financial Solutions Kristine Fletcher Personalized and customized powerpoint presentations Senior Market Sales, Inc. Jim Summers Training & events, industry news, online access to leads Shaw American Financial Corporation Jon Shaw except DC, VI, Guam, PR 74 March 2010 / LIS / LifeInsuranceSelling.com

9 TFS Insurance Agency, Inc. Steven Hipsher Mid-Atlantic states Washington Brokerage Mark Ingersoll Northwest AK, CA, ID, NC, OR, WA, WY Western Marketing Doug West except AK, OH, Guam, PR Zenith Marketing Group, Inc. Tony DeGregorio , ext except VI, Guam, PR Calculators Impaired Risk solution center, Underwriting guidelines LifeInsuranceSelling.com / LIS / March

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