Our Partner Agencies
Affiliated Marketing Group
Ed Massey
2925 Briarpark, Suite 155
Houston, TX 77042
Tel: 713-977-0611
Fax: 713-977-3877
WEBSITE:
www.affiliatedmarketing.com
Agent Support NYC
Sam Kaufman
Gary Bleetstein
99 Park Avenue
11th Floor
New York, NY 10016
TEL: 212-697-2025
FAX: 212-292-5146
EMAIL:
sam@asglife.com
gary@asglife.com
WEBSITE:
www.asglife.com
Agent Support Westchester
Sam Kaufman
565 Taxter Road
Suite 615
Elmsford, NY 10523
TEL: 914-345-9666
FAX: 914-592-1455
EMAIL:
sam@asglife.com
WEBSITE:
www.asglife.com
Agent Support Long Island
Jay Scheiner
295 Northern Blvd.
Suite 203
Great Neck, NY 11021
TEL: 516-482-8292
FAX: 516-482-8323
EMAIL:
jay@asglife.com
WEBSITE:
www.asglife.com
Algren Associates, Inc.
Douglas A. Mishkin
212 W. 35th St.
5th Fl
New York, NY 10001
TEL: 212-594-9889
FAX: 212-594-9435
EMAIL:
doug@algren.com
WEBSITE:
www.algren.com
American Brokerage Company
Steve Jackson
Roy L. DePue
810 Dominican Drive
Nashville, TN 37228
TEL: 800-869-8292
FAX: 615-227-6908
EMAIL:
steve@abctn.com
roy@abctn.com
WEBSITE:
www.abctn.com
Brokers Clearing House, Ltd.
Robert J. Hoefer
Barbara Crowley
4546 Corporate Drive
#155
West Des Moines, IA 50266
TEL: 515-223-9479
FAX: 515-224-5948
EMAIL:
bcrowley@bchlife.com
WEBSITE:
www.bchlife.com
Brokers Insurance
Michael Blank
Michael Gordon
261 Old York Road
Pav #814
Jenkintown, PA 19046
TEL: 215-572-6900
FAX: 215-572-9050
EMAIL:
mblank@brokersinsure.com
mgordon@brokersinsure.com
WEBSITE:
www.brokersinsure.com
Brokerage Unlimited, Inc.
Michael Tessler
Gerald Tessler, CLU
Izzy Myers, CLU, ChFC
PO Box 419006
St. Louis, MO 63141
TEL: 314-392-2841
FAX: 314-392-2842
EMAIL:
mtessler@brokerageunlimited.com
imyers@brokerageunlimited.com
WEBSITE:
www.brokerageunlimited.com
Physical Address:
12312 Olive Blvd
Suite 600
St. Louis, MO 63141
Brown & Brown Associates, P.C.
D.C. Brown, CLU, ChFC
Cindy V. Gentry, CLU, ChFC
4838 Holly Road
Suite 102
Corpus Christi, TX 78472-2730
TEL: 800-747-4445
TEL: 361-993-3820
FAX: 877-747-4445
EMAIL:
dc@brownbrown-assoc.com
cindy@brownbrown-assoc.com
WEBSITE:
www.brownbrown-assoc.com
Capitol Metro Financial Services, Inc
Darius Bakhtiar
Ron Smith
7230 Lee DeForest Drive, Suite 105
Columbia, MD 21046
TEL: 410-312-0003
FAX: 301-680-9576
EMAIL:
Darius.bakhtiar@capitolmetro.com
Ron.smith@capitolmetro.com
WEBSITE:
www.capitolmetro.com
Colonial Brokerage House
MaryJane Dolan, CLU
Regina T. Dolan-Sewell, Ph.D.
1000 Jefferson Street
Suite 2C
Lynchburg, VA 24505
TEL: 434-528-0724
FAX: 434-846-1690
EMAIL:
maryjane@colonialbrokeragehouse.com
gina@colonialbrokeragehouse.com
WEBSITE:
www.colonialbrokeragehouse.com
Colorado Brokerage Group
John McWilliams, CLU
8400 E. Prentice Ave.
Suite 804
Greenwood Village, CO 80111
TEL: 303-321-0565
FAX: 303-320-6563
EMAIL:
john@coloradobrokerage.com
WEBSITE
www.coloradobrokerage.com
Comprehensive Planning, Inc.
Ed Archey
Deborah Gilder
3310 West Big Beaver Road
Suite 101
Troy, MI 48084
TEL: 248-457-2312
FAX: 248-614-1787
EMAIL:
archeye@compreplan.com
gilderd@compreplan.com
WEBSITE
www.compreplan.com
Conwell & Associates
Bill Conwell
3500 Colonnade Parkway
Suite 310
Birmingham, AL 35243
TEL: 205-879-0583
FAX: 205-879-0583
EMAIL:
bconwell@conwellins.com
WEBSITE
www.conwellins.com
Diversified Brokerage Services, Inc.
George Van Dusen, III
Chip Van Dusen
Victoria Van Dusen-Roos
5501 Excelsior Boulevard
Minneapolis, MN 55416
TEL: 952-697-5000
FAX: 952-697-5001
EMAIL:
georgev@dbs-lifemark.com
chipv@dbs-lifemark.com
toriv@dbs-lifemark.com
WEBSITE:
www.dbs-lifemark.com
Dworkin Associates, Inc.
Gary S. Dworkin, CLU, RHU
Linda L. Dworkin
PO Box 2000
Rochester, NH 03866-2000
TEL: 603-332-0600
FAX: 603-332-0955
EMAIL:
gsd@dworkin.com
lld@dworkin.com
WEBSITE:
www.dworkin.com
Physical Address:
22 S. Main Street
Rochester, NH 03867
Eugene Cohen Insurance Agency, Inc.
Eugene Cohen
Michael Cohen, CLU
9933 N. Lawler Avenue
Suite 140
Skokie, IL 60077
TEL: 847-674-4390
FAX: 847-674-0402
EMAIL:
michael@cohenagency.net
marketing@cohenagency.net
WEBSITE:
www.cohenagency.com
Equity Brokerage, Inc.
Laurie B. Prevette, RHU
Vivian Bowman, RHU
2923 S. Tryon St., Suite 130
Charlotte, NC 28203
TEL: 704-375-0555
FAX: 704-375-5802
EMAIL:
laurieprevette@bellsouth.net
WEBSITE:
www.equitybrokerage.com
GBS Insurance & Financial Services
Flynn Associates
George Cox, CLU, ChFC
21600 Oxnard Street
Suite 650
Woodland Hills, CA 91367
TEL: 818-854-3000
FAX: 818-788-3562
EMAIL:
gcox@flynnassociates.com
WEBSITE:
www.flynnassociates.com
GBS Insurance & Financial Services
Life Plans Unlimited
Malcolm Sklar, CFP
Robert Lombardo
2228 Black Rock Tnpk
Suite 301
Fairfield, CT 06432
TEL: 203-367-1322
FAX: 203-366-2249
EMAIL:
malcolm_sklar@ajg.com
bob_lombardo@ajg.com
WEBSITE:
www.lifeplansunlimited.com
Grice Financial Group
Stephen Grice, CFP
Laura Grice, CLTC
1901 Roxborough Road
Suite 120
Charlotte, NC 28211
TEL: 704-364-8080
FAX: 704-364-6610
EMAIL:
sgrice@gricefinancial.com
lgrice@gricefinancial.com
WEBSITE:
www.gricefinancial.com
H.D. Mooers & Company
Jeff Mooers
3688 Mt. Diablo Blvd
Lafayette, CA 94549
TEL: 800-303-7310
TEL: 925-283-7310
FAX: 925-283-4768
EMAIL:
jeffm@hdmooers.com
WEBSITE:
www.hdmooers.com
Holmdel Agency
Christopher W. Nalbandian, CPA
328 Newman Springs Road
Red Bank, NJ 07701
TEL: 732-946-2004
FAX: 732-946-2235
EMAIL:
cnalbandian@holmdelagency.com
WEBSITE:
www.holmdelagency.com
Huffman & Associates
Leon E. Huffman, CLU, ChFC,
CPCU
2300 N. Orange Avenue
Orlando, FL 32804
TEL: 407-898-5521
FAX: 407-896-0924
EMAIL:
leon@rhanet.com
WEBSITE:
www.rhanet.com
Insurance Solutions Group
Mark Pace
Mark Wall
Cliff Young
405 Legacy Park
Ridgeland, MS 39157
TEL: 601-362-9546
FAX: 601-362-8587
EMAIL:
mpace@isgi.biz
mwall@isgi.biz
cliff@isgi.biz
WEBSITE:
www.isgi.biz
J.L. Thomas & Company
Mike Thomas
Dave Thomas
Craig Thomas
1500 Chester Avenue
Cleveland, OH 44114
TEL: 216-241-2300
FAX: 216-241-5070
EMAIL:
mike@jlthomasco.com
dave@jlthomasco.com
craig@jlthomasco.com
WEBSITE:
www.jlthomasco.com
Joline Associates
Patricia L. Joline
1040 Broad Street
Shrewsbury, NJ 07702
TEL: 732-542-9600
FAX: 732-542-3510
EMAIL:
joline@exit109.com
WEBSITE:
www.jolineassociates.com
Leaders Partners, Inc.
Christopher G. Greis
100 South Wynstone Park Drive
North Barrington, IL 60010
TEL: 847-304-0135 x 201
FAX: 847-304-0520
EMAIL:
chris@leaderspartners.com
WEBSITE:
www.leaderspartners.com
Leisure Werden & Terry Agency
Jeffrey D. Carroll, CLU
Dave Donchey, CLU
200 South Los Robles
Suite 200
Pasadena, CA 91101
TEL: 626-304-1300
FAX: 626-304-1313
EMAIL:
jeffcarroll@lwtagency.com
davedonchey@lwtagency.com
WEBSITE:
www.lwtagency.com
LifePro Financial Services
Bill Zimmerman
11452 El Camino Real
Suite 401
San Diego, CA 92130
TEL: (858)793-5999
TEL: (858)543-3776
FAX: (858)793-5990
EMAIL:
bill@lifepro.com
WEBSITE:
www.lifeproonline.com
LPL Insurance Associates
Lynn Williams
Laurie Stack
9785 Towne Centre Drive
San Diego, CA 92121
TEL: (858)909-7432
FAX: (858)824-1725
EMAIL:
lynn.williams@lpl.com
laurie.stack@lpl.com
The Marcus Agency
Eric Marcus
Ed Fitzwilliam
389 Boston Post Road
Sudbury, MA 01776
TEL: 978-443-4900
FAX: 978-443-9804
EMAIL:
emarcus@themarcusagency.com
WEBSITE:
www.themarcusagency.com
Mercury Financial Group
Steve Taber
2200 Ross Avenue, Suite 4301W
Dallas, TX 75201
TEL: 214-358-0011
FAX: 214-210-5998
EMAIL:
staber@emercury.org
WEBSITE:
www.emercury.org
The Milner Group
Chip Mliner
833 Hurricane Shoals Rd.
Lawrenceville, GA. 30043
TEL: 770-455-1234
FAX: 770-458-9683
EMAIL:
chip@milnergroup.com
WEBSITE:
www.milnergroup.com
Occidental Underwriters of Hawaii, LTD
Gordon Kagawa
1163 South Beretania Street
Honolulu, Hawaii 96814
TEL: 808.527.8825
FAX: 808.527.8843
EMAIL:
gkawaga@askoxy.com
WEBSITE:
www.askoxy.com
Pilot Insurance Center
Randy Williams
William Fanning
16415 Addison Road
Suite 525
Addison, TX 75001
TEL: 972-267-5222
FAX: 972-267-5646
EMAIL:
rwilliams@piclife.com
wfanning@piclife.com
WEBSITE:
www.piclife.com
Pinney Insurance Center, Inc.
R. Jan Pinney, CLU, ChFC, CPCU
2266 Lava Ridge Court
Suite 200
Roseville, CA 95661
TEL: 916-773-2800
FAX: 916-773-1344
EMAIL:
jpinney@pinneyinsurance.com
WEBSITE:
www.pinneyinsurance.com
Premier Financial, Inc.
Paul Hassler
5601 South 27th Street
Suite 101
Lincoln, NE 68512-1697
TEL: 402-423-5002
FAX: 402-423-5102
EMAIL:
paul@premierfinancialinc.com
WEBSITE:
www.premierfinancialinc.com
The Producers Group
Kent Freundt
Chris Freundt
9171 Towne Centre Drive
Suite #200
San Diego, CA 92122
TEL: 858-764-2988
FAX: 858-793-5388
EMAIL:
Kent.Freundt@thepg.com
Chris.Freundt@thepg.com
WEBSITE:
www.thepg.com
Robert A. Brandon, Inc.
Garry Brandon
Onel Garcia
217 Aragon Avenue
Coral Gables, FL 33134
TEL: 305-442-2340
FAX: 305-441-2237
EMAIL:
gbrandon@rabrandon.com
Onel@rabrandon.com
WEBSITE:
www.rabrandon.com
The Rucker Company
John T. Rucker, CLU
David P. Kopelcheck
5775 Perimeter Dr., #140
Dublin, OH 43017
TEL: 614-718-9887
FAX: 614-718-9903
EMAIL:
jrucker@ruckerco.com
WEBSITE:
www.ruckerco.com
Shaw American Financial Corporation
Jon Shaw, CLU, ChFC
Irv Shaw, CLU, RHU, ChFC, REBC, LUTCF
Happy Shaw
PO Box 648
Louisville, KY 40201-0648
TEL: 800-626-5888
TEL: 502-583-5527
Fax: 888-329-7429
EMAIL:
JonShaw@shawamerican.com
WEBSITE:
www.shawamerican.com
Physical Address:
830 South 2nd Street
Louisville, KY 40201
Simply Financial
Marjorie Holman
Stuart Daniels
315 East Mulberry Drive
Phoenix, AZ 85012
TEL: 800-742-9985
FAX: 602-264-7200
EMAIL:
midge@simplyfinancial.com
stuart@simplyfinancial.com
WEBSITE:
www.simplyfinancial.com
Special Risk Underwriters
Douglas P. Fuerst, MBA, CLU
Dave D. Fuerst, CLU, ChFC
5900 N. Andrews Avenue
Suite 908
Ft. Lauderdale, FL 33309
TEL: 954-938-5003
FAX: 954-938-0587
EMAIL:
doug@sru4life.com
dave@sru4life.com
WEBSITE:
www.sru4life.com
Taber Brokerage Services
Gary Taber
1224 N. Shartel
Oklahoma City, OK 73103
TEL: 405-235-4610
FAX: 405-235-4630
EMAIL:
gary@taberbrokerage.com
WEBSITE:
www.taberbrokerage.com
Tennessee Brokerage Agency
John W. Felton, IV
J. William Felton, III
6508 Baum Drive
Knoxville, TN 37919
TEL: 800-624-4502
FAX: 800-588-8117
EMAIL:
jfelton@tba.com
WEBSITE:
www.tba.com
Underwriters Brokerage Services
Mark Rosen, CLU
Steve Rosen, CLU
Bob Katzen
312 Blvd of the Allies
5th Floor
Pittsburgh, PA 15222
TEL: 412-281-0600
FAX: 412-281-0608
EMAIL:
mrosen@ubsnet.com
srosen@ubsnet.com
WEBSITE:
www.ubsnet.com
Upstate Special Risk Service
Andrew Kalinowski, CLU, CFP
400 West Metro Financial Center
Rochester, NY 14623
TEL: 585-273-8530
FAX: 585-273-8540
EMAIL:
andyk@e-upstate.net
WEBSITE:
www.e-upstate.net
ValMark Securities, Inc.
Larry J. Rybka
Melinda Meyer
David Critzer
130 Springside Drive
Suite 300
Cleveland, OH 44333
TEL: 330-576-1234
FAX: 330-576-1250
EMAIL:
LarryJ.Rybka@valmarksecurities.com
Melinda.Meyer@valmarksecurities.com
David.Critzer@valmarksecurities.com
WEBSITE:
www.valmarksecurities.com
W.S. Jones & Associates.
Wyatt S. Jones, Jr.
2385 Satellite Blvd
Duluth, GA 30096-9977
TEL: 678-775-3001
FAX: 2678-775-3002
EMAIL:
jonesw@wsjones.com
WEBSITE:
www.wsjones.com/
Wealth Preservation and Management
David Duncan
8002 Discovery Drive
Suite 218
Richmond, VA 23229
TEL: 804-673-8170
FAX: 804-673-8169
EMAIL:
dduncan@duncangrp.com
WEBSITE:
www.afgfs.com
