Contacts

Our Provider Companies

We offer a multitude of insurance and mutual fund products sponsored by many different insurance and mutual fund companies. We do a great deal of research on all of our product providers to assure they are highly rated and stable companies. Please find a list of some of our more popular provider companies.

Annuities and Life Insurance

• American National
• Beneficial Financial
• Fort Dearborn
• ING
• Genworth
• Integrity Life & National Integrity of NY
• Jackson National & Jackson National of NY
• Lincoln Financial
• Nationwide
• Pacific Life
• Standard Insurance
• Sun Life
• Transamerica

Mutual Funds

• American Funds
• Eaton Vance
• Franklin Templeton
• Oppenheimer Funds
• Putnam Investments

Health Insurance - California Only

• Aetna
• Anthem Blue Cross
• Blue Shield
• Cigna
• Health Net
• Kaiser Permanente
• PacificCare
• Sharp Health Plan

Long Term Care

• Genworth
• John Hancock
• Met Life
• Unum