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Alaska Reps:
All
TBD
Hawaii Reps:
All
TBD
Memphis
Agency Services, Inc.
8275 Tournament Drive
Suite 350
Memphis, TN 38125
Toll Free: (800) 777-0988
Local: (901) 767-4271
Fax: (901) 685-9811
Jack Dewald, CLU, RHU, President
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Alpharetta
AIM Systems, Inc.
11675 Rainwater Drive
Suite 200
Alpharetta, GA 30009
Local: (678) 297-0700
Fax: (678) 297-2666
Mike Antonelli
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New York City
Algren Associates, Inc.
212 West 35th Street
5th Floor
New York, NY 10001
Toll Free: (800) 931-5910
Phone: (212) 594-9889
Fax: (212) 594-9435
Douglas A. Mishkin, President & CEO
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Little Rock
The ASA Group, Inc.
ASA Building
11807 Hinson Road
Little Rock, AR 72212
Toll Free: (800) 833-0558
Local: (501) 224-7739
Fax: (501) 223-3791 or (800) 945-6605
Walter H. "Jiggs" Ramsey, President & CEO
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Baltimore
Belman Klein Associates, LTD
5560 Sterrett Place
Suite 200
Columbia, MD 21044
Toll Free: (800) 729-6007
Local: (410) 730-8242
Fax: (410) 730-8243
Ceceile F. Klein, President & CEO
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M3 Financial
2400 Boston Street
Baltimore, MD 21224
Toll Free: (800) 308-5555
Michael S. Bartolotta, Managing Principal
Michael B. Gordon, Managing Principal
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Voorhees
The Benchmark Group, Inc.
1307 White Horse Road
Suite 603
Voorhees, NJ 08043
Local: (856) 784-3000
Fax: (856)784-9800
Dean M. Spear, President
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Cincinnati
Benefits Brokerage Agency, Inc.
105 E. Fourth Street
Suite 1750
Cincinnati, OH 45202
Toll Free: (800) 462-6658
Local: (513) 651-9700
Fax: (513) 651-9545
Hershel E. Nardini, President
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St. Louis
Brokerage Unlimited, Inc.
11433 Olde Cabin Road
Third Floor
St. Louis, MO 63141
Toll Free: (800) 645-2841
Voice: (314) 392-2841
Fax: (314) 392-2842
Michael D. Tessler, Principal
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Plymouth
Comprehensive Brokerage Services
9655 Schmidt Lake Road
Suite 300
Plymouth, MN 55442
Local: (763) 450-1870
Fax: (763) 450-1880
Chad Druvenga, President/CEO
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Denver
Colorado Brokerage Group
90 Madison Street
Suite 503
Denver, CO 80206
Toll Free: (800) 835-5942
Local:(303) 321-0565
Fax: (303) 320-6563
John W. McWilliams, CLU, President/CEO
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Troy
Comprehensive Planning, Inc.
1301 W. Long Lake Rd., #155
Troy, MI 48098
Toll Free: (800) 443-7651
Local: (248) 457-2312
Fax: (248) 267-8530
Derek E. Archey, CFP, Vice President
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Atlanta
The Dempsey Companies
2951 Piedmont Road NE
Suite 200
Atlanta, GA 30305
Toll Free: (800) 822-8758
Local: (404) 266-8761
Fax: (404) 233-4396
Kay Dempsey, CLU, ChFC, CLTC, CEO/Registered Principal
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Charlotte
Dixon Wells
2820 Selwyn Avenue
Suite 450
Charlotte, NC 28209
Toll Free: (888) 370-8376
Local: (704) 364-8080
Fax: (704) 364-6610
Stephen Grice, CFP
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Chicago
Financial Strategies Group, LLP
2500 W. Higgins Rd.
Suite 360
Hoffman Estates, IL 60169
Cell: (312) 399-9921
Fax: 312-628-7633
James S. Farmer, CLU, ChFC
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Grand Rapids
Hansen Brokerage Services, Inc.
5380 Cascade Road SE
Suite 150
Grand Rapids, MI 49546
Toll Free: (800) 746-3544
Fax: (616) 940-4033
D. Scott Hansen, LUTCF, President
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Oak Brook
The Herman Agency, Inc.
715 Enterprise Drive
Oak Brook, IL 60523
Toll-Free: (888) 443-7626
Local: (630) 571-2200
Fax: (630) 575-2063
Larry Herman, JD, CPA, CLU, ChFC, President
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Phoenix
Independent Planners Group, LLC
37417 N. Tom Darlington
Carefree, AZ 85377
Phone: (800) 352-3358 x225
Phone: (480) 718-3125
Fax: (877) 488-3361 or (480) 488-3361
Mike Kelley, Managing Partner
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Simply Financial
315 East Mulberry Drive
Phoenix, AZ 85012
Toll Free (800) 742-9985
Local: (602)264-7200
Fax: (602) 264-7201
Marjorie Benedict-Holman, Owner/CEO
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Los Angeles
Innovative Solutions Insurance Services, LLC
200 N. Sepulveda Blvd.
Suite 900
El Segundo, CA 90245-4340
Toll Free: (800) 551-8289
Phone: (310) 851-8222
Fax: (310) 851-8211
Lynne Rosenberg-Kidd, President
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Longmeadow
Insurance Designs Corporation, LLC
785 Williams Street #364
Longmeadow MA 01106-2063
Local: (413) 732-3158
James D. Aronson, CFP
Manchester
Northeast Brokerage, Inc.
867 Main Street
Manchester, CT 06040
Local: (877) 897-8118
Fax: (860) 432-7951
Peter Goode, JD, President/CEO
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Jacksonville
Pinnacle Insurance & Financial Services, LLC
7791 Belfort Parkway
Jacksonville, FL 32256
Toll Free: (800) 356-1167
Local: (904) 296-4100
Fax: (904) 296-8845
Jim Ludwick, President
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Sacramento
Pinney Insurance Center, Inc.
2266 Lava Ridge Court
Suite 200
Roseville, CA 95661
Toll Free: (800) 823-4852
Fax: (916) 773-4484
R. Jan Pinney, CLU, CHFC, CPCU, CEO, President, Registered Principal
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Knoxville
Tennessee Brokerage Agency, Inc.
6508 Baum Drive
Knoxville, TN 37919
Toll Free: (800) 624-4502
John W. Felton, IV, President/General Agent
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Bala Cynwyd
Brokers Insurance
2 Bala Plaza
Suite 525
Bala Cynwyd, PA 19004
Toll Free: (800) 426-6848
Fax: (888) 831-5954
Michael Blank, Principal
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Salina
Producers XL
2105 Crawford Place
Salina, KS 67401
Toll Free: (800) 541-6705
Fax: (785) 825-1391
John Rupright, President, CEO and Senior Partner
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Nashville
J.W. Rainey, Inc.
2900 Vanderbilt Place
Suite 100
Nashville, Tennessee 37212-2518
Toll Free: (800) 280-1588
Local: (615) 320-1588
Fax: (615) 320-5745
Jerry Rainey, President
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Minneapolis
Strategic Benefits Group, Inc.
4800 Olson Memorial Hwy.
Suite 270
Golden Valley, MN 55422
Local: (952) 838-3880
Fax: (763) 522-6251
Bill Dolan, President, Partner
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Overland Park
Target Insurance Services, Inc.
11020 Oakmont
Overland Park, KS 66210
Toll Free: 800-999-3026
Local: (913) 384-6300
Fax: (913) 384-3781
Matt McAvoy, President
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Bingham Farms
TPA Insurance Services, LLC
30800 Telegraph Road
Suite 2720
Bingham Farms, MI 48025
Toll Free: (800) 842-3955
Fax: (248) 646-9551
Robert Bennethum, President
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Danville
Trumark Financial
4185 Blackhawk Plaza Circle
Suite 102
Danville, CA 94506
Toll free: (800) 648-5278
Local: (925) 648-4700
Fax: (925) 648-4747
John Bellig, CLU, CFP
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Pittsburgh
Underwriters Brokerage Service
310 Grant Street
Suite 920
Pittsburgh, PA 15219
Toll Free: (800) 837-5433
Fax: (412) 281-0608
Mark Rosen, CLU
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Cedar Park
Volente Insurance Partners
1200 Cottonwood Creek Trail
Suite 800
Cedar Park, TX 78613
Toll Free: (800) 847-5433
Doug Traylor, President
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Directions:
1. Click on a red star for PLAN Member Home Office contact information
2. Click on the blue area of a state for the list of point-of-sale reps covering that state. Click on a point-of-sale rep's name to view their bio and contact information.
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