MISCELLANEOUS LIFE SETTLEMENTS Abacus Settlements, LLC Contact: Samantha Butcher 480 Forest Avenue Locust Valley, NY 11560 (516) 417-5040 Fax: (516) 908-4493 Tennessee office Tel: (615) 732-6240 email: sbutcher@abacussettlements.com Website: www.abacussettlements.com Products: Life Settlement Servicing: Please call for up to date list – ––––––––– Coventry Contact: Peter Herschel 7111 Valley Green Rd. Fort Washington, PA 19034 (877) 836-8300 Fax: (215) 233-3201 Website: www.coventry.com Products/Services: Life Settlements, SWAPP®, Simplified Settlements®, Term Settlements, Continuing Education Serving: Nationwide – ––––––––– ELA Settlement Services L.L.C. Contact: Paul H. Nagelberg 1435 Morris Ave.. P.O. Box 3137 Union, NJ 07083 (800) 388-0103 Fax: (908) 810-4159 email: pnagelberg@execlife.com Website: www.elasettlementservices.com Products/Services: Life Settlements – ––––––––– Genesis Asset Advisors LLC Contact: Geoffrey Gottesman 222 Broadway, 19th Flr. New York, NY 10038 516-945-6272 (877) 303-9777 Fax: (516) 945-6273 email: info@genesisknows.com Website: www.genesisknows.com Products/Services: Life Settlements Serving: AL, AR, CA, CT, DE, FL, GA, IL, KS, MS, MI, MD, NJ, NY, OH, OR, PA, SC, TX, SD, WA, WY – ––––––––– Leisure Werden & Terry Agency Contact: Dave Donchey, President 200 S. Los Robles Ave., Ste. 200 Pasadena, CA 91101 (626) 304-1300 Ext. 240 (800) 272-2212, Fax: (626) 304-1313 email: dave.donchey@lwtagency.com Website: www.lwtagency.com Products: Life insurance, Long-term care insurance, Annuities and Life settlements Serving: Nationwide – ––––––––– Life Equity LLC Contact: Ward Kerr 5611 Hudson Dr., Ste. 100 Hudson, OH 44236 (330) 342-7772, (800) 272-5189 Fax: (330) 342-7782 Email: info@lifeequity.com Website: www.lifeequity.com Products/Services: Life Settlements Purchaser & Servicer – ––––––––– Life Insurance Buyers, Inc. Contact: Greg Albers, Linda Wilcher 9311 Cherokee Place Leawood KS, 66206 (800) 936-5508 email: lindawilcher@lifeinsurancebuyers.com email: gregalbers@lifeinsurancebuyers.com Website: www.lifeinsurancebuyers.com Serving: Nationwide – ––––––––
40 | CALIFORNIA BROKER
{ Life Settlements, Long-term Care } Reliant Life Shares Life Insurance Settlements Inc. Contact: Andrew Murphy, CEO 1180 SW 36th Ave., Ste. 201 15260 Ventura Blvd., Suite 1420 Pompano Beach, FL 33069 Sherman Oaks, CA 91403 (866) 326-5433 Ext. 1015 (818) 788-1904 (954) 315-2840 Fax: (954) 337-5731 email: andrew@reliantlifeshares.com Website: www.LiSettlements.com Website: www.reliantlifeshares.com Products/Services: Life Settlements, Products: Fractional Life Shares, Life Free Policy Appraisal, Free E&O CoverSettlements, Funding Entity age, Mktg. & Compliance Available, Serving: California Serving: Nationwide –––––––––– –––––––––– Save Gains Tax The Lifeline Program Contact: Paula Straub 1979 Lakeside Parkway, Ste. 200 1623 La Bonita Way Tucker, GA 30084 San Marcos, CA 92078 (800) 252-5282 • (770) 724-7300 (760) 917-0858, Fax: (866) 401-0424 Fax: (678) 248-0522 email: pstraub@aol.com email: info@thelifeline.com Website: www.savegainstax.com Website: www.thelifeline.com Services/Products: Health and Life Products/Services: Life Settlements Insurance, Covered California, Medicare –––––––––– Products, Annuities, Investment Advice, Life Settlement Solutions Inc. Charitable Remainder Trust, Sep-IRA, Contact: Harold Haynes Roth IRA, Deferred Sales trusts, Life 4747 Viewridge Ave., Ste. 108 Settlements, Pensions, Long Term Care, San Diego, CA 92123 California Partnership, Tax Strategies, (858) 576-8067 Fax: (858) 576-9329 California Insurance email: info@lifefirms.com Serving: Tax Strategies (Nationwide), Website: www.lss-corp.com Insurance (California) Products/Services: Life Settlement Provider –––––––––– Serving: Nationwide Trinity Financial Services LLC –––––––––– Contact: Greg Scharfeld Maple Life Financial 609 E. Pine St. 4350 East West Hwy., Ste. 900 Orlando, FL 32801 Bethesda, MD 20814 (866) 870-8746 (877) 777-0635 Fax: (301) 951-1351 (407) 523-1980, Fax: (407) 523-1871 email: moreinfo@maplelf.com email: info@trinityfinancialllc.com Website: www.maplelifefinancial.com email: greg@trinityfinancialllc.com Product/Services: Secondary Market for Website: greg@trinityfinancialllc.com Life Insurance, Life Settlement OriginaProducts/Services: Life Settlements & tion and Servicing Life Insurance Sales Serving: Nationwide Serving: Nationwide –––––––––– –––––––––– Melville Capital Welcome Funds Inc. Contact: Doug Himmel Contact: Daniel Ohman, VP & COO 127 Broadway, Ste. 202 6001 Broken Sound Parkway, Ste. 320 Santa Monica, CA 90401 Boca Raton, FL 33487 (310) 943-5370 (866) 511-5990 (561) 862-0244 email: Dhimmel@MelvilleCapital.com (877) 227-4484, Fax: (561) 862-0242 Website: www.melvillecapital.com email: info@welcomefunds.com Products/Services: Life Settlements Website: www.welcomefunds.com Serving: Nationwide Products/Services: Secondary Market for –––––––––– Life Insurance Noble Financial & Serving: Nationwide Insurance Services, Inc. Contact: Ben Levine 310 N. Westlake Blvd., Ste. 240 Westlake Village, CA 91362 LONG TERM CARE (805) 413-7567 (805) 557-1503 website: www.nfisinc.com LTC ASSOCIATIONS email: Ben@nfisinc.com Products/Services: Life Settlement, Life, American Association Disability, LTC, Annuities for Long-Term Care Insurance Serving: Nationwide Contact: Jesse Slome –––––––––– 3835 E. Thousand Oaks Blvd., Ste 336 Ovid Corp Westlake Village, CA 91362 Contact: Peter Colis (818) 597-3205 1955 Franklin St., Unit 1 email: jslome@aaltci.org San Francisco, CA 94109 Website: www.aaltci.org (800) 311-OVID (6843) Products/Services: Sales & Marketing email: friend@ovidlife.com Serving: Nationwide website: www.ovidlife.com Products/Service: Life Settlement LTC CARRIERS Serving: AL, CA, DE, MI, MS, NM, SC, WY ____________ Advanced LTC Insurance Services Q Capital Strategies, LLC: Contact: Larry Banks IHC Life Settlements 425 W. Broadway, Ste. 205 Contact: Tony Blankenship Glendale, CA 91204 2424 N. Federal Highway, Ste. 460 (818) 547-6677, (800) 427-3209 Boca Raton, FL 33487 Fax: (818)547-2220 (212) 418-3273, (561) 886-4600 Email: larry@advancedltc.com Fax: (561) 886-4601 Email: barry@advancedltc.com email: info@qcapital.com Website: www.advancedltc.com email: policy@qcapital.com Serving: Nationwide Website: www.qcapital.com –––––––––– Products: Life Settlements Serving: Nationwide except AK, ID, ND, PR, VT, WV –––––––––– - CalBrokerMag.com -
John Hancock LTC Insurance Contact: LTC Sales Desk 197 Clarendon Boston, MA 02116 (800) 270-1700 Ext. 1 Website: www.jhltc.com Products/Services: LTC Insurance, Sales & Marketing Support Serving: California and Nationwide –––––––––– Mutual of Omaha Insurance Company Mutual of Omaha Plaza Contact: Brokerage Sales Support Omaha, NE 68175 (800) 693-6083 email: sales.support@mutualofomaha.com Website: www.mutualofomaha.com Products/Services: Long-Term Care Insurance Serving: Nationwide LTC SALES & MARKETING Advanced LTC Insurance Services Contact: Larry Banks 425 W. Broadway, Ste. 205 Glendale, CA 91204 (818) 547-6677, (800) 427-3209 Fax: (818)547-2220 Email: larry@advancedltc.com Email: barry@advancedltc.com Website: www.advancedltc.com Serving: Nationwide –––––––––– AmeriCal Advanced Insurance Solutions, LLC. Contact: Gene Tapper 1964 Westwood Blvd., Ste. 120 Los Angeles, CA 90025 (310) 441-5699 ext. 169 (866) 311-2656 ext. 169 Fax: (310) 441-5660 email: gtapper@americalltc.com Website: www.americalltc.com www.ltc411.com Products/Services: Specialists in LongTerm Care Insurance Strategies Serving: Nationwide & International –––––––––– American Association for Long-Term Care Ins. Contact: Jesse Slome 3835 E. Thousand Oaks Blvd., Ste. 336 Westlake Village, CA 91362 (818) 597-3205 email: jslome@aaltci.org email: info@aaltci.org Website: www.aaltci.org Products/Services: Sales and Marketing Serving: Nationwide ——— American Financial Marketing LLC Contact: Gail Kane 400 Highway 169 South, Ste. 200 Minneapolis, MN 55426 (763) 593-0905 (800) 880-3072 Fax: (763) 545-5223 email: gailk@afmus.com Website: www.afmus.com Products/Services: LTC Marketing and Sales Support Serving: Nationwide –––––––––– American Independent Marketing Contact: John Hennessey 511 W. A St., Yakima, WA 98902 (800) 672-7202 Fax: (800) 829-0391 email: john.hennessey@whyaim.com Products/Services: Sales & Marketing Serving: Nationwide ––––––––––
2016 DIRECTORY