2009 Exhibitors
Advanced Underwriting Consultants
Brenda Harvill
370 Mallory Station Rd., Suite 512
Franklin, TN 37067
T (615) 224.1291
F (615) 523.1541
brenda.harvill@alicsonline.com
www.alicsonline.com
Advanced Underwriting Consultants provides customized advanced sales support to life insurance professionals. ALICS delivers its service through a sophisticated nationwide network of life insurance oriented attorneys and advanced sales professionals.
A.I. Credit Corp
Mark Storms
101 Hudson Street, 33rd Floor
Jersey City, NJ 07302
T (857) 727.1410
mark.storms@aig.com
www.aicreditcorp.com
A.I. Credit Corp., a member company of American International Group, Inc. is the largest premium financing company in North America and offers the experience of the country's longest established premium financing program. A.I. Credit's industry-leading, innovative lending products and strategies enable individuals to obtain the life insurance they need, while retaining their assets for other investment opportunities.
Allianz Life of North America
Annie Crawford
5701 Golden Hills Drive
Minneapolis, MN 55459
T (763) 765.5333
F (763) 582.6401
annie_crawford@allianzlife.com
www.allianzlife.com
Next generation of innovative Equity Index linked Life products with secondary guarantees. Product portfolio including Universal Life, Term, 2nd to die and Equity linked annuities. Industry leader in sales supports. Nationally recognized as #1 Call Center. Superior case manager system.
American National Insurance Company
Kristin Elliott
One Moody Plaza, 9th Floor
Galveston, TX 77550
T (888) 501.4043
F (409) 621.3980
kristin.elliott@anico.com
www.img.anicoweb.com
Ashar Group
Kristine Kugler
1800 Pembrook Dr., Suite 240
Orlando, FL 32810
T (407) 772.1818
F (407) 386.7070
kristine.kugler@ashargroupllc.com
www.ashargroupllc.com
Ashar Group LLC is an independent, unbiased and comprehensive solution specialist in the Life Settlement market. We provide a non-binding valuation of life insurance policies for estate and business planning clients. Discover the Ashar Advantage. We are your single conduit to all areas of the secondary market, saving you time, energy and paperwork which, in turn, allows you to remain focused on your core business. Ashar Group is fully licensed and provides E & O professional liability coverage. Partner with the Ashar Group and ensure that all options have been explored for your clients.
Ash Brokerage
Nicholas Ross
7609 W. Jefferson Boulevard
Fort Wayne, IN 46804
T (800) 589.3000
F (260) 479.6042
ksimpson@ashbrokerage.com
www.ashbrokerage.com
Ash Brokerage - Big company leverage with a small company feel. We have offices nationwide that are staffed by experts who specialize in customizing our platforms to fit your requirements. Come by, see how we're different.
ASPPA
Dawn Bancroft, CEM
4245 North Fairfax Drive, Suite 750
Arlington, VA 22203
P 703-516-9300
F 703-516-9308
dbancroft@asppa.org
www.asppa.org
American Society of Pension Professionals and Actuaries (ASPPA) is a national professional society of benefits professionals; a premier educator, a voice and advocate for the employer-based retirement system. ASPPA’s membership is comprised of all disciplines supporting retirement income management and benefits policy.
Aviva
Amanda Lepley
611 5th Avenue
Des Moines, IA 50309
P: 515-242-4618
F: 515-242-4523
amanda.lepley@avivausa.com
www.aviva.com
Aviva's product development is focused on innovative products for sophisticated producer. Our competitive portfolio includes Traditional UL with No Lapse Guarantee, 10, 20 and 30 year term plus ART, industry leading Indexed UL and Indexed Survivorship UL and a one-of-a kind Wellness Rider that can guarantee No Lapse premiums will decrease in the future. Aviva also has customized turnkey programs for premium financing, private financing and life policy review.
AXA-EQUITABLE
Johanna Newman
80 Scott Swamp Road
Farmington, CT 06032
T (860) 409.1123
F (860) 409.1355
Johanna.Newman@axa-equitable.com
www.axadistributors.com
Working with AXA-Equitable gives you access to experienced regional and internal sales support and an Advanced Markets team. Our staff is ready to help producers find the best approach for their clients’ financial needs including business planning, executive benefits, policy review, and retirement strategies such as 412(i) plans and premium financing. CE credits also available.
Best Practices of America
Lori Messina
1500 State Street, Suite 240
San Diego, CA 92101
P: 619-220-8116 x 145
F: 619-398-0044
E: lmessina@apshome.com
www.bestpracticesofamerica.com
Brokerage Professionals, Inc.
Nicole Mayfield
7910 E Thompson Peak Pkwy, #101
Scottsdale, AZ 85255
T (480) 505.2500
F (480) 505.2501
nicole@bpim.com
www.brokeragepros.com
Brokerage Professionals, Inc., a full service wholesale brokerage offering life insuarnce, annuities, LTC and pension products. Additionally, Brokerage Professionals is an industry leader in impaired risk and large case markets.
Capitas Financial, LLC
Anne Bush
200 Coon Rapids Boulevard, Suite 300
Minneapolis, MN 55433
P: 952-544-0709 ext. 1103
F: 952-746-8059
anne.bush@capitasfinancial.com
www.capitasfinancial.com
Capitas Financial is a national life insurance brokerage that combines the most sophisticated planning techniques with an unrivaled portfolio of insurance products. Sophisticated, Unbiased Solutions.
CMS-Succession Capital Alliance
Andre Blaze, Director of Marketing and Training
4695 MacArthur Court, 10th Floor
Newport Beach, CA 92660
P: 949-794-1882
F: 949-794-1886
ablaze@successioncapital.com
www.successioncapital.com
Succession Capital Alliance exclusively distributes CMS life insurance premium financing programs and designs to insurance professionals and advisors. CMS is the largest and longest running traditional life insurance premium financing program in the industry. With over $24 billion of life insurance protection inforce and a financial premium that exceeds $2 billion, CMS continues to gain momentum when other leading programs have lost their funding.
Concord Capital, an InsCap Company
Stephanie Thorpe
401 Commerce St, Suite 1350
Nashville, TN 37219
stephanie.thorpe@inscapllc.com
www.inscapllc.com
Concord Capital Funding, LLC (“Concord”) is a national premium finance Lender permitted to lend in 46 states and the District of Columbia. Concord’s premium finance loans are fully collateralized by life insurance policies issued by highly rated insurance carriers and by other acceptable collateral. Concord’s premium finance programs are funded via a combination of proprietary balance sheet and a series of securitization structures backed by committed capital from large financial institutions.
Credit Suisse
Gonzalo Garcia
11 Madison Avenue
New York, NY 10010
T (212) 538.6499
F (212) 372.1556
gonzalo.garcia@credit-suisse.com
www.credit-suisse.com
The Life Finance Group at Credit Suisse (LFG) LFG was established to meet the increasing demand for financing and risk management solutions associated with purchasing, owning, and retaining a life insurance policy. We are a dedicated group of professionals with backgrounds in insurance, banking, structuring, law and risk management. LFG has financed over $6 billion of policy face amount to date.
EbixExchange
Bill Walasek, Vice President, Sales & Marketing
1441 West Ute Boulevard. Suite 340
Park City, UT 84098
T (435) 649.5300
F (435) 649.5333
bill.walasek@ebix.com
www.ebixexchange.com
EbixExchange is the division of Ebix, Inc. that focuses on research, illustration, transaction processing, and compliance automation for the life insurance and annuity industry. Combining the expertise of pre-merger industry pioneers EbixLife and Finetre Corporation, EbixExchange is a leading developer of electronic Straight Through Processing and currently supports a broad range of insurance agencies, brokerage and clearing firms, and operations centers at over 60 of the leading insurance carriers and their affiliates. EbixExchange is the provider of WinFlex (multi-carrier compliant illustrations), VitalSales Suite (research/quotes), AnnuityNet (20,000+ annuity transactions monthly representing over $2 bb in premium) and LifeSpeed (life order-entry),. EbixExchange’s parent company, Ebix, Inc., is a publicly-held corporation (NASDAQ: EBIX). For more information, please visit http://www.ebixexchange.com.
Dream Panache Inc.
Raj Sahi, President
9710 Stirlining Road, Suite 102
Hollywood, FL 33024
P 954-790-9796
F 954-367-6758
suits@panacheclothiers.com
www.panacheclothiers.com
Dream Panache Inc. is firm on its untrammeled pursuit of providing personalized solutions to the sartorial conundrums of the clients worldwide.
Dream Panache offers the de rigueur blend of design, fabric and styles; well-augmented by Raj Sahi – the creative genius known for his thrilling spontaneity. Raj Sahi’s contemporary wardrobe consultation pairs with a mesmerizing repertoire of fabrics from around the world with over 8000 sample swatches ranging from Scottish tweeds, Cashmeres, English Flannels, Worsted Wool, French Gabardines and Mohair from Italy.
La panache Purchases Fabrics Directly from the world’s largest fabric houses so that the savings can be passed on to the customers.
Illuminate your wardrobe with the custom made signature suits, shirts, tuxedos, business casuals, linens, sport coats, silk woven neck ties and accessories designed by Raj Sahi.
E-Z Data, Inc.
Jodee Leung
918 E. Green Street
Pasadena, CA 91106
T (626) 585.3505
F (800) 777.7620
Jodee@ezdata.com
www.ezdata.com
E-Z Data's web-based SmartOffice® and Windows-based Client Data System® solutions are proven in practice by more than 100,000 producers worldwide and more than 50 leading financial services companies. Hear what other top producers say about E-Z Data at www.ezdata.com.
First Heartland Capital, Inc.
Gail Evans
1839 Lake St. Louis Boulevard
Lake St. Louis, MO 63367
T (636) 625.0900
F (636) 625.0990
Gevans@firstheartland.com
www.firstheartland.com
First Heartland was formed twenty years ago by David Hoff and Julius Anderson to meet the needs of personal producing insurance general agents. First Heartland remains one of the few truly independent broker dealers in the country. High quality products, competitive compensation and personalized marketing support are available to our affiliated producers.
Genesis
Bruce Weinstein, Principal
6800 Jericho Turnpike, Suite 103W
Syosset, NY 11791
P 516-945-6272
F 516-935-6273
info@genesisknows.com
www.genesisknows.com
Genesis is a national settlement firm providing complete settlement services to CPA’s, producers, attorneys, GA’s, and financial planners. Genesis’ principals utilize their years of experience and exceptional relationships to provide a truly superior client experience via exceptional service, industry-leading turnaround time and most important, outstanding monetary offers. Genesis facilitates through both domestic and overseas capital to optimize policy offers. For more information, call 1-877-303-9777 or visit www.genesisknows.com.
Genworth Financial
Andrew Hamill
700 Main Street
Lynchburg, VA 24504
T (434) 948.5244
F (434) 948.5396
Andrew.Hamill@genworth.com
www.genworth.com
Genworth Financial is a leading insurance holding company in the United States. Genworth Financial companies are leading providers of term and universal life insurance, long term care insurance, annuities and money management, and mortgage insurance. With more than 6,900 employees, operations in 24 countries with an expanding global presence, and a 133-year history, we have one of the strongest foundations in the business. We invite you to learn more at genworth.com.
The Guardian Life Insurance Co.
Jennifer Snider-Tornetta
7 Hanover Square, Mail Code 2A
New York, NY 10004
T (212) 598.8564
F (212) 919.8330
Jennifer_K_Snider-Tornetta@glic.com
www.guardianlife.com
Founded in 1860, The Guardian Life Insurance Company of America, New York, NY (Guardian) is one of the largest mutual life insurance companies in the United States. As of December 31, 2005, Guardian and its subsidiaries had $36.9 billion in assets (on a consolidated statutory basis). With more than 5,000 employees and 3,000 financial representatives, as well as over 85 agencies nationwide. Guardian and its subsidiaries protect individuals, businesses, and their employees with life, disability, health, long-term care and dental insurance products, and offer 401(k), financial products and trust services.
The Hartford
Daniel Swisher
200 Hopmeadow Street
Simsbury, CT 06089
T (860) 843.8254
F (860) 843.6833
www.hartfordlife.com
Daniel.swisher@hartfordlife.com
Life insurance …single and survivorship no lapse UL and VUL, current assumption UL, Whole Life, and a full suite of Term products.
Hartford Life
Neil Chaffee
100 Campus Drive, Suite 250
Florham Park, NJ 07932
T (973) 301.4546
F (973) 966.1647
neil.chaffee@hartfordlife.com
www.hartfordlifeprivateplacement.com
Hartford Life’s private placement team, in cooperation with client-advisors, offers innovative design, development and administration of variable life insurance and annuity products. These products serve the sophisticated corporate, executive and affluent marketplace.
Highland Capital Brokerage, An NFP Company
Paige Stone
3535 Grandview Parkway, Suite 600
Birmingham, AL 35243
T (205) 263.9221
F (205) 263.4410
pstone@highland.com
www.highlandbrokerage.com
Highland Capital Brokerage, An NFP Company, is a premier provider of life insurance products and services, and provides preferred access to multiple carriers, outstanding technology, advanced market support, underwriting advocacy, and an environment designed to facilitate the sharing of intellectual capital with other top producers.
Hooper Holmes/Portamedic
Debra Smith
1345 Cedar Park Lane
Stone Mountain, GA 30083
T (404) 229.7148
F (404) 299.8115
deb.smith@portamedic.com
www.portamedic.com
For more than 100 years Hooper Holmes has been a business partner of the world’s leading insurance companies. Today we are the #1 provider of risk assessment services for the insurance industry. We have 250 locations in the U.S. and U.K., and through our more than 9,000 examiners we can administer a medical exam at almost any address in the U.S. Each year we deliver more than 2.5 million medical exams, and our lab processes a similar number of blood and urine specimens. We serve virtually all life insurance companies.
ING
Kurt Fasen
20 Washington Avenue South
Minneapolis, MN 55401
T 612-342-7930
F (612) 342.7634
kurt.fasen@us.ing.com
www.ing-usa.com
In the U.S., the ING family of companies offer a comprehensive array of products and services, including life insurance, fixed and variable annuities, retirement programs, employee benefits, and mutual funds, through a variety of distribution channels.
Innovative Solutions Insurance Services, LLC
Lisa Di Bugnara
200 N Sepulveda Boulevard, Suite 900
El Segundo, CA 90245
T (310) 851.8222
F (310) 818.5199
ldibugnara@isislife.com
www.isislife.com
Innovative Solutions Insurance Services, ISIS Life, offers life insurance, annuities and long-term care insurance. ISIS Life ranks in the top 10 percent of independent brokerage agencies nationwide and offers product options form leading carriers with quality service.
InsMark, Inc.
Ashley Lewis
2400 Camino Ramon, Suite 150
San Ramon, CA 94583
T (925) 543.0559
F (925) 543.0501
Ashley@insmark.com
www.insmark.com
For two decades, InsMark, Inc. has enjoyed unrivaled popularity with the financial industry's most potent sales presentation systems. The InsMark product line provides producers compelling presentations for individuals, closely held business, all forms of advanced sales and advanced estate and charitable planning techniques.
John Hancock Brokerage
Sarah Vallely
197 Clarendon Street, 7th Floor
Boston, MA 02116
T (617) 572.7613
F (617) 572.8171
svallely@jhancock.com
www.johnhancock.com
John Hancock Brokerage offers a comprehensive and innovative life product portfolio, including universal, variable, whole and term life insurance, distributed through producer groups, brokerage general agencies, independent broker dealers, wire houses and banks. Our network of Regional Directors and experienced sales staff across the country, as well as our National Sales Support team, are available to assist with product comparisons, competition questions and illustrations. Known for its competitive underwriting, advanced markets expertise and state-of-the art sales tools, John Hancock Brokerage provides business, estate and retirement solutions that can be tailored to meet the unique needs of every client.
John Hancock Long Term Care
Karel Reinhold
200 Berkley Street, B - 06
Boston, MA 02117
T (617) 572.4277
F (617) 572.5244
kreinhold@jhancock.com
www.johnhancocklongtermcare.com
John Hancock is one of the top long-term care insurance carriers in the U.S. with leadership positions in both the individual and group LTC markets. Along with our strong brand and in-depth experience, we offer innovative products, competitive compensation and superior service to our valued distribution partners, We are known for our dedication and commitment to long-term care.
Jonathan Hind Financial Group, Inc.
Erik Young
4760 White Bear Parkway, #100
White Bear Lake, MN 55110
T (651) 429.3868
TF (800) 999.1848
F (651) 429.4440
erik@jhfg.com
www.jhfg.com
Independent marketing group. Provides successful producers with life, annuity, disability income and long term care products, advanced marketing/sales and underwriting support. Provides a concierge level of support. No change in broker/dealer required.
The LifeLine Program
Audrey Morgan
1979 Lakeside Parkway, Second Floor
Atlanta, GA 30084
T (800) 252.5282
F (770) 724.7372
amorgan@thelifeline.com
www.thelifeline.com
Founded in 1989, The Lifeline Program was among the first companies to offer Life Settlements to senior adults. As an industry pioneer, our company consistently seeks new ways to make Life Settlements understandable and available to all Americans, while simultaneously encouraging intelligent industry regulation.
Life Settlement Providers, LLC
Michael Swoboda
6302 North Point Road
Baltimore, MD 21219
P: 410-477-1976
F: 410-477-1978
michael@lifesp.com
www.lifesettlementproviders.com
Description: Life Settlement Providers, LLC is a licensed life settlement provider that is dedicated to giving you the best possible tools and information needed to successfully participate in the life settlement market. Unlike other providers, LSP has chosen a path of unprecedented compliance, accountability, and transparency by treating the “purchase of a policy” with the same full and fair disclosure required in the securities industry.
Life Settlements Solutions, Inc.
Angie Robert
9201 Spectrum Center Boulevard, Suite 105
San Diego, CA 92123
T (858) 244.4129
F (858) 516.9329
arobert@lifefirms.com
www.iss-corp.com
Life Settlement Solutions is one of the largest and most respected life-settlement providers in the industry. A premier firm in the non-viatical life settlement field, Life Settlement Solutions and its management represent one of the most experienced institutionally funded life-settlement companies, having purchased life insurance policies with nearly $2 billion in aggregate face value to date. Life Settlement Solutions is well known for competitive pricing, strong customer relationships, service, compliance and strict adherence to regulatory requirements. As a leading advocate for industry education, Life Settlement Solutions founded Life Settlement Awareness Month™ to provide valuable training on life settlements for financial professionals. This annual event offers top-of-the-line marketing support, training and industry expertise to improve producer sales activities. For information regarding Life Settlement Solutions, visit www.lss-corp.com.
Lincoln Financial Group
Nora Jenkins
130 N. Radnor Chester Road
Mail Code 130-407R
Radnor, PA 19087
P: (484) 583.6297
F: (484) 583.6900
Nora.Jenkins@lfg.com
www.lincolnfinancial.com
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $178 billion as of December 31, 2008. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. Affiliates also include: Delaware Investments, the marketing name for Delaware Management Holdings, Inc. and its subsidiaries; and Lincoln UK. For more information regarding Lincoln Financial Group, please visit www.LincolnFinancial.com or contact 877-ASK-LINCOLN (877-275-5462).
Maple Life Financial
Todd Paradis
4350 East-West Highway, #900
Bethesda, MD 20814
T (800) 777.0635
F (301) 951.1351
moreinfo@maplelf.com
www.maplelifefinancial.com
Life Settlement provider and servicer.
MassMutual Financial Group
John LaPrade
1295 State Street, C230
Springfield, CT 01111
T (413) 744.4090
F (413) 744.2834
jlaprade2@massmutual.com
www.massmutal.com
MassMutual Financial Group is a global, growth-oriented diversified financial services organization. We offer a broad portfolio of products and services, including a complete portfolio of both traditional and non-traditional life insurance products, individual and multi-life Disability Income, Long Term Care and Executive Group Life insurance and mutual funds, money management, trust services, retirement planning products. MassMutual has a long history of exceptional financial strength ratings that are among the best in the insurance industry. Please stop by to learn more about brokerage opportunities with MassMutual.
MetLife-Financial Solutions Group/Broker Dealer
Lori Epstein
300 Davidson Ave., 2E M113
Somerset, NJ 08873
T (732) 893.3262
F (732) 893.6362
llepstein@metlife.com
www.metlife.com
Financial Solution Group—Consisting of Advanced Markets, Financial Planning and MetDESK®, (MetLife’s Division of Estate Planning of Special Kids), the Financial Solutions Group works together to help our producers and financial planners find the best solutions to fit the needs of their individual clients- from complex planning needs of affluent and business owners, to comprehensive and situational financial planning needs of individuals and families, to unique financial strategies for families with special needs.
MetLife Investors Distribution Company
Paul LaPiana
5 Park Plaza, #1900
Irvine, CA 92614-2549
T (949) 437.6100
F (949) 629.1694
plapiana@metlife.com
www.metlife.com
MetLife Investors provides a full suite of competitive life insurance products coupled with underwriting capacity and dedicated resources to focus on service delivery—all backed by the power of MetLife. We want to be your partner of choice as you grow your business the only way that matters— your way!
MetLife-Specialized Benefit Resources
Joyce Maples
13045 Tesson Ferry Road, E1-21
St. Louis, MO 63128
T (314) 525.9476
F (314) 523.1119
jmaples@metlife.com
www.metlife.com
MetLife works with brokers and client advisors in offering creative funding solutions for executive benefits and corporate benefit liabilities using specially designed life insurance and annuity products.
Million Dollar Round Table
Debra Martin
325 W Touhy
Park Ridge, IL 60068
T (847) 692.6378
F (847) 518.0697
dmartin@mdrt.org
www.mdrt.org
MDRT, The Premier Association of Financial Professionals, is the internationally recognized standard of excellence in the life insurance and financial services profession. Stop by the MDRT booth to learn how MDRT can provide solutions and resources to help you increase your productivity, improve your profitability and enhance your professional expertise.
National Life Group
Mary Read CPC, QPA, Vice President - Qualified Plan Marketing
One National Life Drive
Montpelier, VT 05604
P 802-477-2018
F 802-229-7000
mread@nationallife.com
www.nationallife.com
The National Life Group is a diversified family of financial service companies that delivers responsible financial solutions through relationships built on respect, innovation, and experience. We strive to be recognized as a responsible financial leader focused on helping people achieve their goals. Experience Life with the National Life Group.
National Underwriter
David Weidinger
5081 Olympic Drive
Erlanger, KY 41018
P 678-288-2014
dweidinger@nuco.com
www.lifeandhealthinsurancenews.com
As the only weekly magazine covering the life, health and financial services industry National Underwriter is the magazine of choice for the nation’s top producers and senior insurance company executives. Each issue is packed with industry news and analysis, product information, reports, directories, and technology information. Contact Michelle Miles at 720-895-4982, miles@sbmedia.com, or visit www.lifeandhealthinsurancenews.com.
Nationwide Financial
Troy Anderson
One Nationwide Plaza
Columbus, OH 43215
T (614) 249.1171
F (614) 417.5951
anderst3@nationwide.com
www.nationwide.com
Nationwide Financial Services, Inc. (NYSE: NFS) is a leading provider of annuities, retirement plans, mutual funds, and other financial services for individuals and institutional clients. The major operating subsidiary of NFS is Nationwide Life Insurance Company.
New York Life Advanced Markets Network
Ruth Lofton
11400 Tomahawk Creek Parkway, Suite 200
Leawood, KS 66211
T (913) 906.4148
F (913) 906.4097
rlofton@newyorklife.com
www.newyorklife.com
New York Life Advanced Markets Network provides the competitive products you need. Coupled with innovative underwriting, strong ratings and superior service, we work hard to earn your business. Call us with your next demanding case; you'll be glad you did.
Ogilvie Security Advisors Corp./Gentry Partners, LTD.
Kira Bardun
72 S. Wacker Drive, Suite 3025
Chicago, IL 60606
E: kbardun@gentrypartners.com
P: 888-896-0020 x: 8650
F: 312-335-5487
www.gentrypartners.com
Ogilvie Security Advisors Corp. is a full service independent broker dealer offering general securites, mutual funds, fee-based money management and private placement products. Gentry Partners, Ltd., is a general agency brokerage/producer group for LTC, EIA's, disability, term, WL, and UL. In addition to high payouts, we provide advanced sales/case design work, illustrations and underwriting support.
Paramount Planning Group (AXA Advisors)
Gary R. Griffin
1290 Avenue of the Americas
New York, NY 10104
T (212) 314.2734
F (212) 707.7772
Gary.Griffin@axa-equitable.com
www.paramountplanninggroup.com
The Paramount Planning Group, a division of AXA Advisors will be exhibiting information regarding their producer group and the benefits and services that are provided for its members.
PartnersFinancial
Stacy Cooley
1250 Capital of Texas Hwy S., Bldg 2, Suite 125
Austin, TX 78746
T (512) 697.6120
F (512) 697.5120
scooley@nfp.com
www.pfinancial.com
PartnersFinancial is a client-focused community of selected, independent, Life-Insurance based firms. We bridge the gap between product manufacturers & independent advisors. Founded over 20 years ago, the purpose was to create a cooperative of highly talented producers. The culture that has built up around the organization has become its greatest asset.
Peachtree Life Settlements
Sara D. Maynoldi
3301 Quantum Blvd, 2nd Floor
Boynton Beach, FL 33426
T (561) 962.3238
F (561) 880.6833
smaynoldi@lumpsum.com
www.peachtreelifesettlements.com
Penn Mutual Life Insurance Company
Aaron Socci
600 Dresher Road
Horsham, PA 19044
P 215-956-8000 x8355
F 215-956-8813
Socci.aaron@pennmutual.com
www.pennmutual.com
Advanced Sales Concepts, Life Insurance Products, Annuity Products and Marketing Programs.
Phoenix Life Insurance
Lynn Mancini
One American Row
Hartford, CT 06103
P: 860-403-6010
F: 860-403-5886
www.Phoenixwm.com
Lynn.Mancini@phoenixwm.com
The Phoenix Companies, Inc. (NYSE:PNX) helps individuals and institutions solve often highly complex personal financial and business planning needs through its array of life insurance and annuity products. Phoenix's offerings reflect deep market insights, including research from its Phoenix Wealth Survey, conducted annually since 1999. For more information, visit www.phoenixwm.com.
The Potomac Group - A Crump Company
Kara Pifer
4250 Crums Mill Road
Harrisburg, PA 17112
T (717) 657.2740
F (717) 703.4900
kara.pifer@crump.com
www.crumplifeinsurance.com
The Potomac Group is the premier professional services firm for exceptional life insurance producers in the United States and is the high-end boutique within BISYS Insurance Services. While not strictly a Producer Group, we are a Brokerage General Agency that offers the best of brokerage with the best of a Producer Group. We have an elite group of producers served by a dedicated group of talented insurance professionals. The Potomac Group provides an extraordinary experience for our producers. We are dedicated solely to the high-end permanent life insurance marketplace and we ensure that our producers receive a level of service and compensation that is unparalleled in the industry. We are the high-end firm of choice for life insurance producers.
The Principal Financial Group
Valerie Sandford
711 High Street
Des Moines, IA 50392
T (515) 362.0055
F (515) 248.2499
sandford.valerie@principal.com
www.principal.com
The Principal Financial Group® (The Principal®) is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services including retirement and investment services, life and health insurance and banking through its diverse family of financial services companies.
ProMicro, Inc.
Barbara Previti
12365 Tropical Way
Miami, FL 33156
T (305) 663.9646
F (305) 663.5799
bpreviti@promicroinc.com
www.promicroinc.com
Since 1986, ProMicro Inc. has developed software for producing life insurance sales proposals. We can provide the simplest ledger system or the most demanding custom solutions incorporating features such as fractional mortality, aggregate funding, and in-force policy re-projection.
Provada
Nickelle Leist
101 Montgomery St., #1350
San Francisco, CA 94104
T (415) 308.6276
F (415) 369.9991
nickelle@provada.com
www.provada.com
Provada is a premier financial services marketing organization, providing brokerage general agency services, life settlement and an Agency Outsourcing Solutions. Based upon a foundation of more than 70 years in the life insurance industry, Provada is uniquely positioned to provide cutting edge solutions along with back office support for leading financial advisors around the country. Out extensive experience, creative ideas and powerful strategies, allow agents to once again, focus on their money making activities. Bring simple back to life.
Prudential
Richard A. Brugger, Jr.
213 Washington Street, 11th Floor
Newark, NJ 07102
T (973) 802.9266
F (973) 802.2600
richard.brugger@prudential.com
www.pruxpress.com
We're back! We're big. We're committed to your success. @ Prudential Your Success Matters. The Prudential Insurance Company of America and its affiliates, Newark, New Jersery IFS-A130553 Ed. 3/07
Society of Financial Service Professionals (FSP)
Pete Conners
17 Campus Blvd., Suite 201
Newtown Square, PA 19073
P 610-526-2512
F 610-527-4010
pconners@financialpro.org
www.financialpro.org
The Society of FSP is a multi-disciplinary association with over 170 chapters nationwide. The Society’s mission is to promote education, ethics and relationship in the financial services industry. Become a member of the Society of FSP today by visiting www.financialpro.org
Rumson Capital, L.P.
David J. Wright
261 Old York Road, Suite 711
Jenkintown, PA 19046
T (215) 886.8433
F (215) 886.5300
david@rumsoncap.com
www.rumsoncap.com
Rumson Capital L.P. is the premier Large Face Amount Life Settlement broker. We employ a network of licensed institutional providers in a competitive bid process to obtain the best financial return for each case.
The Strategic Coach Inc.
Eleonora Mancini
33 Fraser Avenue
Toronto, ON Canada M6K 3J9
T (416) 531.7399
F (416) 531.1135
eleonora.mancini@strategiccoach.com
www.strategiccoach.com
The Strategic Coach® offers focusing programs for successful and highly motivated entrepreneurs. Currently, over 3,500 entrepreneurs from more than 60 industries worldwide attend Strategic Coach programs. Participants meet every 90 days to learn concepts and tools they can use to achieve greater freedom, simplicity, balance, focus and confidence in every area of their lives.
Summit Alliance Companies
14785 Preston Road, Suite 1000
Dallas, TX 75254
P: (800) 424-3978
Fax: (972) 484-5981
rosanne.kaufmann@summitalliance.net
www.summitalliance.net
Summit Alliance Financial is a nationwide life insurance brokerage agency providing extensive experience and expertise in proprietary premium financing, reinsurance and retention, and underwriting – especially large case underwriting. We offer creative solutions for producers and their clients through sophisticated advanced planning and creative marketing strategies. Professional in-house case management, access to quality insurance carriers, and competitive compensation assure you of the most comprehensive service in the marketplace. Summit Alliance – making impossible possible!
Sun Life Financial
James Cahill, VP, Individual Insurance
One Sun Life Executive Park
Wellesley Hills, MA 02481
P: 781-446-1786
F: 781-237-1588
James.Cahill@sunlife.com
janice.forgays@sunlife.com
Sun Life Financial offers a diverse range of life and annuity products highlighted by competitive individual UL and VUL, Off-Shore, COLI/BOLI, and a new line up of employer sponsored products (Sun Life Executive Series).
We provide superior sales support through our field Regional Vice Presidents, experienced advanced markets attorneys and case design product professionals. We also offer sophisticated marketing programs for high net worth individuals and business owners. Contact our Advanced Planning Attorneys at 1-800-432-1102 ext. 1756 for Jerry Weihs, JD, CPA, MBA, CLU ChFC or Deborah Moon, Esq., CLU at ext 1838. Advance Case Design - Doug Bowden CLU, ChFC at ext. 2450 and Greg Faux at ext. 1817
Superior Mobile Medics
Kim Richter
3838 Camino Del Rio N, Suite 250
San Diego, CA 92108
T (800) 898.3926 ext. 235
F (619) 243-1842
krichter@superiormobilemedics.com
www.superiormobilemedics.com
Superior Mobile Medics offers nationwide paramed services. We go above and beyond to cater our service to customer needs. Our success is driven by a company-wide attitude of total customer satisfaction and a promise to provide industry-leadings services.
Total Financial and Insurance Services
Marty Greenberg
11835 W. Olympic Boulevard, Suite 680
Los Angeles, CA 90064
T (310) 477.7500
F (310) 479.1434
Mgreenberg@totalfinancial.com
www.totalfinancial.com
Total Financial is America's Best Brokerage Resource, especially now in this ever changing industry. We are the agency of choice for Agents, Brokers and Financial Planners. For over 30 years Total Financial has been the primary independent resource for producers who dominate their marketplace. We are one of the nation's leading experts in developing and underwriting insurance for wealthy individuals and corporations. We offer the successful insurance producer a powerful package of skill and selection. Total - where expertise, dedication and relationships come together to provide you with: The Best Products, Service and Commissions. Total Financial is a member firm of National Financial Partners (NFP).
Transamerica Insurance & Investment Group
Elaine Lui
1150 S. Olive Street, Suite T2608
Los Angeles, CA 90015
T (213) 741.5810
F (213) 763.9724
elaine.lui@transamerica.com
www.transamerica.com
For over 100 years, Transamerica has been a premier name in the life insurance industry. We're known for our innovative products, concepts, and support - and for helping producers grow & protect the wealth of clients. Leverage our experience & reputation to grow your business.
Trusts & Estates
Annalisa Battiloro
249 W. 17th Street
New York, NY 10011
T (212) 204.4247
F (913) 514.6448
Annalisa.Battiloro@penton.com
www.trustandestates.com
Trusts & Estates is the wealth management journal for advisors to high-net-worth individuals and families. Our circulation of almost 10,000 paid subscribers serves nearly 8 million clients and influences more than $36 trillion in assets. And the Trusts & Estates suite of complementary services provides primary subscribers and other industry professionals with targeted information whenever and wherever they’re looking for it.
UNIFI Companies
UNIFI Companies
Diane Stout
1876 Waycross Road
Cincinnati, OH 45240
P: 513-595-2204
F: 513-674-5345
DStout@unioncentral.com
www.unificompanies.com
The UNIFI Companies include Ameritas Life, Acacia Life, Union Central Life, and affiliated companies. Come learn what our representatives enjoy: outstanding rewards, a diverse portfolio of life insurance, annuities and disability income insurance, and expert advanced sales collaboration.
Unum
Karen M. Stebbins
2211 Congress Street (B205)
Portland, ME 04122
T (207) 575.2778
F (207) 575.4247
kstebbins@Unum.com
www.unumprovident.com
Unum (www.unumprovident.com)is the largest provider of group and individual disability insurance, and one of the leading providers of employee benefits products and services, in the United States and the United Kingdom. Through its subsidiaries, Unum insures more than 21 million people and provided $6 billion in total benefits to customers in 2005.
Wealth Management Business
Todd Sherman
3500 Piedmont Rd #415
Atlanta, GA 30305
T (404) 832.8262
sherry@francepublications.com
www.francepublications.com
Wealth Management Business, the first, new business-to-business publication introduced to the wealth management community in decades, is a monthly, regional publication tailored to a new generation of those involved in the trust, estate and wealth management fields.
Welcome Funds, Inc
Martin Grodman
301 Vamato Road, Suite 1190
Boca Raton, FL 33491
T (561) 862.0244
F (561) 862.0242
Martin@welcomefunds.com
www.welcomefunds.com
Welcome Funds, Inc is a National Leader in the life settlement marketplace. WFI provides senior clients and financial advisors complete institutional market exposure, life settlement education, and customized sales materials.
Wilmington Trust Retirement and Institutional Services Company
Charlie Russella
1100 N. Market Street
Wilmington, DE 19890
P: 800-458-9269
F: 302-651-1458
crusella@wilmingtontrust.com
www.wilmingtontrust.com
Wilmington Trust Retirement and Institutional Services Company is an independently operated trust company. Our clients include banks, investment and brokerage firms, third-party administrators, financial planners, attorneys, CPAs, registered investment advisors and family offices throughout the United States.
We provide directed trustee, trust administration and back-office services for our clients’ clients: retirement plans, companies, foundations, organizations and financial institutions. We work exclusively with TPAs, consultants, and professional advisors, assisting them in helping their clients achieve their financial goals by using the full range of trust strategies available under Delaware law.
Woodbury Financial Services, Inc.
Shannon Doyle
500 Bielenberg Drive
Woodbury, MN 55125
T (800) 800.2000
F (860) 380.1733
Shannon.Doyle@woodburyfinancial.com
www.woodburyfinancial.com
Woodbury Financial, an independent broker dealer, clearly understands that we only succeed when you succeed. We provide representatives with a caring culture, and the products and services they require to grow their business. We also provide them with the tools and knowledge they need to keep up with these changing times.
Zenith Marketing Group, Inc.
Lisa Delia
303 W Main Street, Suite 200
Freehold, NJ 08857
T (732) 577-1400
F (732) 577-6200
ldelia@zenithmarketing.com
www.zenithmarketing.com
Zenith Marketing Group is a full service brokerage agency specializing in annuities, life, long-term care and disability income insurance. We represent over 45 of the most competitive carriers in the industry. Our knowledgeable staff can assist with advanced sales concepts as well as exceptional case service. Our in-house Underwriter offers analysis and direction to provide marketable solutions for even the most highly rated impaired risk clients. The net effect is to provide agents with exemplary service – before and after the sale!