Our Partners

Premier Marketing is a Norfolk, Nebraska based company with over 50 years of experience providing support, training, and leading health and life insurance solutions. By consistently designing innovative, consumer-friendly products and partnering with Agencies and Agents nationwide, Premier has earned the reputation as one of the most respected insurance brokerages in the country.

Skip Wingate entered the industry in 1968 with an insurance brokerage firm. Premier Senior Marketing has grown exponentially since then. New divisions and an ever-expanding team of skilled employees have signified the business that is known today.

Premier offers senior marketing, life & annuities, brokerage, and planning benefits. With a full-service staff, Premier is able to provide the highest level of back room support to thousands of individual agents as well as to some of the foremost agencies across the United States.

About American Benefit

Building trust, providing world-class service and creating lasting relationships are at the heart of American Benefit. It was our commitment when we started our company over 35 years ago—and it’s ingrained in everything we do to this day. This commitment was ultimately what convinced us to partner with Integrity Marketing Group, the nation’s leading independent distributor of life and health insurance focused on the senior market. American Benefit is based in La Crosse, Wisconsin.

About AIMC

AIMC, LLC stands alone as the most dynamic and respected national insurance marketing organization in the insurance industry focusing on Medicare Supplement distribution and sales, as well as other senior products. Operating throughout the country in all fifty states and with a network of experienced distribution partners and independent agents, AIMC has delivered results that in every case has met or exceeded our insurance carriers’ expectations in new sales. AIMC is based in Woodstock, Georgia.

About Neishloss & Fleming

Neishloss & Fleming started in 1982 with the goal of being “the broker of choice” for independent life and health insurance agents. Through years of persistence and an unwavering commitment to providing the highest caliber broker support, they have built a strong reputation and an equally strong foundation for future growth.

As Neishloss & Fleming grew, they developed a specialization in the senior market and was an early advocate of Medicare Advantage plans. They quickly became one of the top national distributors in America through their commitment to providing unsurpassed service and support to independent brokers.

Neishloss & Fleming in headquartered in Canonsburg, Pennsylvania.

About Insurance Marketing Group

The Insurance Marketing Group offers highest quality of service and expertise. From trainings to contact centers and more, IMG has become a respected name in the insurance marketing industry.

The staff at IMG possess a strong Midwestern work ethic and work to easily connect clients with their target audience. IMG’s management has over three decades of B2B outbound telemarketing experience. The Insurance Marketing Group provides an innovative and cost-effective approach to new business development with guaranteed results.

IMG is based in Clinton, Connecticut.

About American Independent Marketing

With a rich history spanning more than three decades, American Independent Marketing (AIM) is recognized as one of the most prominent and successful long-term care wholesale marketing organizations in the country. AIM is also a leading national distributor of Critical Illness and Medicare supplement products, annuities and an array of other supplemental and niche life and health insurance products.

It all started 30 years ago with Long-Term Care insurance and Medicare Supplements. Through the years, AIM has focused on offering the very best retirement protection solutions and the AIM product portfolio has grown to become one of the most complete in the industry, providing agents access to multiple markets from a single source.

AIM is headquartered in Yakima, Washington.

About Western Penn Marketing

Western Penn Marketing specializes in marketing the best in Medicare Supplement and Medicare Advantage plans throughout the United States. They work closely with agents across the country to ensure that clients receive the most affordable and comprehensive plan to fit their needs.

Western Penn has fostered great relationships with agents, as they are committed to the highest standards of integrity and professionalism. With exclusive products and an in-depth understanding of the market, they have become a profoundly well-regarded company in the industry.

Western Penn is based in Mesa, Arizona.

About GoldenCare USA

Established in 1976, GoldenCare (also known as National Independent Brokers, Inc.) is among the nation’s leading privately-held long-term care insurance brokerages and a recognized leader in the senior market. All of their products are hand-selected from top-rated carriers in our industry.

GoldenCare has been involved in the development of numerous long-term care policies and services tailored to meet to the unique needs of today’s Americans. They also specialize in other products such as Critical Care Insurance, Life/LTC Hybrid Insurance Plans, Medicare Supplements, Medicare Advantage Plans, Prescription Drug Coverage, Life Insurance, Annuities and Identity Theft Protection.

This company and its nationwide fleet of agents have made it a priority to provide quality long-term care solutions and insurance protection the lowest costs and highest quality service.

GoldenCare is headquartered in Plymouth, Minnesota.

About Cornerstone Senior Marketing

Cornerstone Senior Marketing supports senior-market brokers with a full array of MA/MAPD, DSNP, PDP and ancillary products. Cornerstone exists to assist clients in growing and retaining a block of business by following business strategies focused on action-oriented principles and a culture that is passionate about driving success.

Providing service in Ohio and the surrounding states, Cornerstone helps thousands of seniors enroll in Medicare-related plans every year. As one of the largest Medicare Supplement and Medicare Advantage distributors in the Midwestern United States, Cornerstone Senior Marketing delivers consistently creative solutions and amazing service.

Cornerstone is based in Powell, Ohio.

About Agent Service Connection

Since 1988, Agent Service Connection has been a renowned name in the Final Expense industry. ASC has always been on the cutting edge in Final Expense product design and national distribution.

With America’s to Final Expense Agents and a high volume of deals growing every day, Agent Service Connection has established a profound place in the industry

ASC is based in Sarasota, Florida.

About Scott Riddle Agency

Scott Riddle Agency, founded in 1960 by Scott Riddle, is a National Insurance Marketing Organization specializing in Final Expense. The agency is an industry leader whose team of agents serve their clients insurance needs with honesty and integrity, providing seniors and their families with peace of mind at the time they need it most.

Scott Riddle Agency, headquartered in Waco, Texas, is one of the largest final expense life insurance marketing organizations that distributes through partnering with leading U.S. call centers. They help hundreds of thousands of Americans with their final expense life insurance needs while providing the best possible service and support every day.

About EIS Eldercare Insurance Services

With over 30 years of experience in the industry, Eldercare Insurance Services is one of the largest distributors of Medicare Supplement and other Senior Market insurance products in the United States. Leveraging a network of independent insurance agents, a career distribution sales force and an internal call center operation, EIS helps thousands of Americans every year get the coverage that they need.

By providing the best possible service and care to their customers, EIS has become a respected name in the Insurance Services industry. EIS is based in Hot Springs, Arkansas.

About Tidewater Management

Founded in 2006, Tidewater Management Group is an independent marketing organization with access to the latest technology, second-to-none marketing strategies and materials. TMG is an Integrity Marketing Group partner located in Raleigh, North Carolina with a dynamic, trustworthy support staff. We empower our teams to perform with a sense of polished professionalism you won’t find anywhere else.

About NEAT Management Group

Founded in 1973, NEAT Management Group has brought security and peace of mind to hundreds of thousands of people through its design of innovative, consumer-oriented insurance products and nationwide distribution. They recruit and support independent insurance agents and agencies across the country.

Having a reputation for integrity and superior service, NEAT only associates with insurance companies and agents who share the highest ethical and financial standards. Now, NEAT is one of the most recognized brands in the Senior Market.

NEAT Management Group is headquartered in Austin, Texas.

About Senior Select

Senior Select Insurance Agency is a final expense insurance agency that offers life insurance plans for seniors ages 50-85. Senior Select is dedicated and committed to serving the needs of our agents and clients.

After years of growth, Senior Select is one of the strongest and most respected final expense insurance agencies in the Southeastern United States. Senior Select is based in LaGrange, Georgia.

About MultiState Insurance

Based in Grand Haven, Michigan, MultiState is a second-generation, family-owned and operated agency specializing in Medicare Supplement and Final Expense insurance. Multi-State was established to provide a strong general agent market without sacrificing the underwriting and processing discipline that is necessary to produce an underwriting profit.

MultiState is a strong, fast-growing agency that provides exceptional service to their agents and agencies.

About Savers Marketing

Winston-Salem, North Carolina-based Savers has a proud history of excellence dating back to 1985 with a focus on Medicare and Final Expense insurance. Savers has achieved market-leading growth through innovation, knowledge-based customer service and dynamic, aggressive leadership who have a passion for improving the quality and range of Senior Market products.

The heritage of Savers Marketing as a life insurance, health insurance, and annuity products carrier has fostered a genuine commitment to service and technology. They market a variety of insurance products including Individual Major Medical, Medicare Plans, and Life Insurance Products.

About Emrick Group

Emrick Group markets Medicare Advantage and Medicare Supplement products, as well as a wide range of other Senior Market life and health products through a network of agents in several states across the United States.

The Emrick family built their business by cultivating deep agent relationships and they have become a leading marketer of Senior products in the U.S. through a focused dedication to agent success. Emrick is based in Griggsville, Illinois.

About American Senior Benefits

American Senior Benefits has created a winning model, providing affiliated agents with robust training, a wide variety of products and strong company support. Their mission is to put people back into the people business, encouraging the authentic connections between consumer and agent that make the industry great. For these reasons and more, ASB has made a highly respected name for itself in the Senior Market Services industry. American Senior Benefits is based in Olathe, Kansas.

About Senior Insurance Brokers

Based in Fort Worth, Texas, Senior Insurance Brokers operates throughout the entire Southwest region of the United States. With over a decade of experience in the Senior Marketing Industry, Senior Insurance Brokers has grounded their success through the health and financial security of Seniors through competitive product choices and impeccable service.

About Pinnacle Benefits Group

Over the last 25 years, Richard and Leonard have built Pinnacle into one of the best-known and highly respected independent insurance marketing organization in the country. Pinnacle provides a wide range of products, including Medicare Advantage, Medicare Supplement, Final Expense, Life Insurance, Short Term Medical and Long-Term Care to agents in all 50 states. Pinnacle is based in Winston-Salem, North Carolina.

About Drennan Insurance Marketing

Founded in 1981 and headquartered in Little Rock, Arkansas, Drennan Insurance Marketing is one of the oldest and most respected insurance brokerage agencies in the Southeast. The company provides a full spectrum of products for the senior market, including Medicare Advantage, Medicare Supplements, final expense, long term care and annuities.

With 40+ years of experience in the independent brokerage industry, Drennan has proved its commitment to the local, independent agent, and their success shows.

About MAS Insurance Marketing

Founded in 2004, MAS Insurance Marketing is a nationally recognized, award-winning insurance marketing organization and a national leader in the Medicare insurance market. The company is a trusted source in the brokerage industry for Medicare knowledge, trends and news. In addition to a comprehensive suite of Medicare Advantage products, the company offers final expense, supplemental health insurance, dental/vision/hearing, prescription drug plans, life insurance and annuities. MAS Insurance Marketing is based in Hoover, Alabama.

About Family First Life

Family First Life is one of the largest insurance marketing organizations (IMOs) in the United States focused on life insurance and annuity markets. They have transformed the life insurance industry with a relentless focus on providing world-class service to thousands of agents throughout the country.

They specialize in mortgage protection life insurance, final expense life insurance, retirement planning through universal life policies and retirement protection through the use of fixed index annuities. With multiple insurance carriers inclusive of Americo, Mutual of Omaha and various others, they work tirelessly to be able to meet all the client’s needs. FFL is based in Uncasville, Connecticut.

About Your Insurance Group

Founded in 2013, Your Insurance Group is one of the fastest-growing senior insurance marketers in the country. The company provides a full spectrum of products to thousands of agents including final expense, term life insurance, indexed universal life, annuities and mortgage protection insurance. YIG offers superior customer service and some of the most exclusive products in the market place. With a nationwide network of agents that are committed to helping families get the protection they need and deserve, Your Insurance Group has made a name for themselves in the industry. YIG is based in Melbourne, Florida.

About Great American Legacy

Based in Cedar Rapids, Iowa, Great American Legacy is a profound name in the insurance Marketing industry. With a vast network around the Midwestern United States, Great American Legacy has a fantastic team that has achieved remarkable success.

About North American Senior Benefits

NASB is one of the nation’s largest agencies focused on the final expense life insurance market with additional offerings in Senior Market products. NASB distributes its products through a vast network of agents across the U.S. with great profit under its belt.

NASB is a company with strong values and goals. As an undisputed leader in the final expense market, their drive to make a difference in their fellow Americans’ lives has been fulfilled. NASB is based in Lawrenceville, Georgia.

About Senior Solutions

Senior Solutions is an Omaha, Nebraska based organization with operations throughout the greater Midwestern United States. A wide network of offices supports clients with a full range of products including Medicare Supplements, Medicare Advantage, final expense, and annuities.

Senior solutions knows the value of partnership and service, which is reflected in all that they do. With 25+ years in the industry, this company is only getting better.

About Agent Pipeline

Founded in 1988, West Virginia-based Agent Pipeline is one of the most successful insurance marketing organizations (IMOs) in the United States, with vast network of proud employees and satisfied customers. Agent Pipeline distributes a comprehensive mix of life and health insurance products. Agent Pipeline is a recognized market leader in the Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets. Agent Pipeline is based in St. Albans, West Virginia.

About ThomasArts

ThomasArts is headquartered in Farmington, Utah, which is part of the Salt Lake City market. TA also has offices from coast to coast, including New York City, Washington D.C. and Costa Mesa, California, provides strategic direction, creative, digital, social media marketing as well as data and technology solutions to generate strong results for its Fortune 500 clients. ThomasArts has distinguished itself through work for national brands that drive healthcare and 50+ consumer marketing in the U.S.

TA develops and executes strategic marketing, social media and advertising programs to boost lead generation and agent recruiting for Integrity Marketing Group. In addition to these duties, TA supports a variety of clients as a national full service, digital ad agency and MarTech/CX consultancy and implementation partner.

About Palmetto Senior Benefits

Palmetto is a national marketing firm that meets the insurance and retirement needs of thousands of Americans. Founded in 2006, the firm has a deep knowledge of senior-focused products and services and has offices in three states.

Palmetto Senior Benefits provides a variety of Life and Senior Health Insurance products, as well as annuities, long-term care, final expense, and preeneed. Palmetto Senior Benefits is based in Greer, South Carolina.

About Family First Life USA

Founded in 2013, FFL USA provides a full spectrum of insurance products to clients nationwide. This firm offers extensive services in life insurance, final expense, mortgage protection and annuity markets. FFL USA is based in Las Vegas, Nevada.

About LifeSmart Senior Services

For over 16 years, LifeSmart has made it their mission to help seniors in making informed choices about Medicare and life insurance products and services. Its experienced agents bring extensive knowledge about the changing Medicare marketplace and offer proprietary products and policy options.

LifeSmart Services’ ambitious desires to help others have resulted in significant growth and development. LifeSmart Services is based in Elgin, Illinois.

About Family First Life Southeast

FFL Southeast has been helping Americans protect their families through insurance products and annuities for more than 10 years. This firm offers extensive service in life insurance, final expense, mortgage protection and annuity markets. FFL Southeast is based in Kennesaw, Georgia.

About The Brokerage Resource

The Brokerage Resource is recognized for their knowledge and experience in the life and health insurance space. They are experts in the ever-changing senior healthcare marketplace and are a national leader in Medicare Supplement insurance. As such, they hold advisory positions on numerous national committees.

The Brokerage Resource offers a variety of products, including comprehensive life and health insurance, annuities, and more. Further, this insurance marketing organization provides financial advisement on retiring that sets clients up for longterm success.

The Brokerage Resource is headquartered in Apex, North Carolina.

About Equis Financial

Equis Financial is a leading marketing insurance organization for independent insurance agents and agency builders. Equis offers a wide array of insurance products, including final expense, mortgage protection, college funding and retirement planning. With 80 years of combined executive experience, Equis bring relationships with some of the industry’s top insurance carriers to serve Americans nationwide. Founded in 2015, Equis Financial is headquartered in Asheville, North Carolina.

About Senior Benefit Services

Senior Benefit Services is McNerney Management Group’s career agent division, that has set the industry standard for career agency distribution and performance. Headquartered in Columbia, Missouri, SBS represents over 50 of the top-rated life and health insurance companies in the industry. They strive to educate clients on the financial risks they may face due to life-changing experiences such as transitioning onto Medicare, retiring or dealing with unexpected health complications.

About Senior Marketing Specialists

Senior Marketing Specialists is McNerney Management Group’s independent agent brokerage division headquartered in Columbia, Missouri. Supporting thousands of agents nationwide, SMS is one of the largest insurance marketing organizations (IMOs) in the country. Everything they create and every relationship they build is fueled by a passion to help agents develop their business plan and equip them with tools and resources that increase their bottom line.

About The Alliance

The Alliance is an insurance marketing organization, with a specialization in life insurance, that recruits life insurance agents across the United States. As one of the nation’s largest IMOs, The Alliance works with more than a dozen highly rated carrier partners to help select the right products for each situation and each client. The Alliance was founded in 2002 and is headquartered in Burlington, North Carolina.

About McClain Insurance

McClain Insurance, also known as Family First Life West Coast, is a leading insurance agency in the financial services industry headquartered in southern California. They specialize in final expense life insurance, mortgage protection, fixed indexed annuities and Medicare supplement. McClain Insurance prides itself in empowering agents across the country to attain great success with top compensation, vested renewals, diverse product lines, innovative lead options and superior sales training. McClain Insurance is based in Hesperia, California.

About New Horizons Insurance Marketing

Founded in 1981 and headquartered in Decatur, Illinois, New Horizons provides the tools, technology and support to help agents and their clients achieve financial security and long-term success. New Horizons is one of the nation’s leading Senior Market-focused IMOs, specializing in the Medicare market, with an extensive network of life and health insurance agents.

About Heartland Retirement Group

Heartland Retirement Group is a leading provider of health, life and final expense insurance, as well as retirement planning. Headquartered in Des Moines, Iowa, Heartland serves senior Americans through a network of dedicated agents, managers and advisers across four Midwest locations including Johnston, Iowa.

About ASB Financial

ASB Financial is a leading provider of financial, Medicare and retirement planning services. The company is headquartered in Tampa, Florida, and includes nine regional offices. With a strong focus on recruiting and agency building, ASB Financial offers a proven model to develop career agents.

About Southern Insurance Group

Organized in 1981, Southern Insurance Group is a Tennessee-based insurance marketing and distribution company offering superior product lines, specializing in Medicare Advantage programs since 2005. They have a broad knowledge in this market spanning over three decades. Their dedicated office staff has a combined total of more than 130 years of experience in delivering unmatched exceptional service to their agents. The relationships that they built and maintained over the years have proven to be invaluable. Southern Insurance serves a field force of broker agents in 49 states across the nation. Southern Insurance Group is based in Lawrenceburg, Tennessee.

About The Assurance Group

The Assurance Group’s career agency network operates from 30 regional sales office locations throughout the United States and serves thousands of Americans annually. Focusing on the senior market, The Assurance Group’s career agents support the retirement needs of their clients with Medicare, life and annuity products. Additionally, The Assurance Group holds nearly many retirement seminars annually to educate consumers on the important decisions necessary to ensure a well-planned retirement. The Assurance Group was founded in 1988 and is headquartered in Archdale, North Carolina.

About Insurance Administrative Solutions

Insurance Administrative Solutions, L.L.C. (“IAS”), headquartered in Clearwater, Florida, is a third-party administrator providing business process outsourcing for insurance carriers. Formed in 2002, IAS administers policies for insureds residing all across the United States.

About The Health Insurance Place

The Health Insurance Place is a leading independent marketing organization (IMO) that offers convenient retail walk-in centers for health insurance, life insurance, and annuities. The agency’s insurance experts are available to answer questions and provide options that best suit client needs. With a growing network of brokers covering Pennsylvania in full, The Health Insurance Place supports hundreds of agents who currently serve over 23,000 insured members. The company remains focused on servicing two primary customer segments — independent agents and the individual clients they support. The Health Insurance Place is based in Johnstown, Pennsylvania.

About Western Asset Protection

Western Asset Protection is a leading field marketing organization and professional brokerage firm headquartered in Phoenix, Arizona. They provide thousands of independent insurance professionals access to a portfolio of strong Medicare Supplement and Medicare Advantage products, proprietary software platforms, expert business strategies and acclaimed training nationwide. Their strategic partnerships with national health plans empower their team to better serve agents and improve distribution channels.

About Smith Agency

Smith Agency, also known as Family First Life Northwest, is a leading insurance agency headquartered in Vancouver, Washington. They are dedicated to helping insurance agents succeed by providing hands-on agent training and insurance licensing scholarships to a nationwide fleet of agents. They train agents on insurance sales techniques for Mortgage Protection, Final Expense, Annuity, IUL and Medicare insurance.

About American Group

American Group was established in 1985 to offer independent agents the best life, annuity, health and Medicare insurance products. Headquartered in Dallas, Texas, American Group is known for excellent service and easily attainable sales incentive promotions. This combination has allowed American Group to become one of the top insurance brokerages in the United States.

About Best Value Insurance Services

Best Value Insurance Services, Inc., headquartered in Ferndale, Washington, is a leading independent distributor of health insurance products focused on serving at-or-near retirement aged Americans. Best Value has developed a distribution network that includes independent agents and insurance agencies in 25 states, although primarily located in Washington, Oregon, Idaho and Montana.

About IFC National Marketing

IFC National Marketing, headquartered in Fairmont, Minnesota, was founded in 2003 by Todd Villeneuve, Dave Martens and Dave Thesing. For almost 20 years, IFC has been serving Americans with their insurance needs through their nationwide agents and brokers. Their concierge service provides sales support for Medicare and group health plans, life insurance, fixed annuities, final expense, critical illness, voluntary workplace and long-term care solutions. IFC believes in delivering world-class service — with a family feel.

About Connexion Point

Connexion Point is an award-winning and tech-enabled healthcare services company whose clients include the largest healthcare payers and providers in the nation. Combining a disruptive technology platform, industry-leading data science, true web-scale technology and human capital resources, Connexion Point creates artisanal, outcome-based custom solutions, built on replicable and scalable components, that deliver results unmatched in the industry. Connexion Point is based in Sandy, Utah.

About CSG Actuarial

CSG Actuarial, headquartered in Omaha, Nebraska, is one of the fastest-growing insurance tech companies in the country, helping insurance agents, agencies and carriers keep up with the ever-changing senior insurance marketplace. CSG has developed innovative quoting, enrollment and market research software solutions used by top producing insurance agent, agencies and insurance companies throughout the country.

About Priority Life

Priority Life, headquartered in Boca Raton, Florida, is one of the fastest growing life insurance agencies in the final expense, life insurance and mortgage protection space. Priority Life takes pride in the number of families they protect and their agent force who is fiercely committed to putting families first.

About Advisors Insurance Brokers

Advisors Insurance Brokers, headquartered in Clifton Park, New York, is an independent and nationally recognized Brokerage General Agency (BGA) that specializes in life insurance, long-term care insurance, disability income insurance and fixed and indexed annuity consulting and sales. Founded in 1992, they have grown to serve thousands of Americans throughout the country with their insurance needs.

About J. Berg & Associates

Established in 1952, J. Berg & Associates is headquartered in St. Louis, Missouri. With almost 70 years of experience, they have remained one of the leading agencies for serving seniors in the Midwest. J. Berg & Associates specializes in senior health and life insurance, providing Medicare Supplement and Medicare Advantage plans, long-term and short-term nursing home and home health care insurance, hospital indemnities, dental, vision and hearing policies, as well as annuities, guaranteed issue and simplified issue life insurance. Their representatives work with the highest-rated carriers, helping them serve a huge number of seniors annually.

About Copeland Insurance Group

Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options ranging from Medicare to agriculturan insurance to thousands of people across America.

About MERIT Insurance Services

MERIT Insurance Services was founded in West Hartford, Connecticut. This business has been serving Americans since 1957, providing a personal yet professional guide for a variety of insurance needs. As a nationally recognized brokerage agency, MERIT has earned their success and reputation through high quality service, products, and education.

About Access Capital Group

Access Capital Group, headquartered in Omaha, Nebraska, is one of the nation’s leading providers of financial solutions for the life and health insurance industry. Access Capital is focused on providing insurance agents and agencies with the necessary capital to accelerate both their business and personal objectives. Through its proprietary valuation methodologies and streamlined processes, Access Capital has provided millions in capital to thousands of agents across the country since its inception.

About Brokers International

Brokers International is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other services.

About Modern Insurance Marketing

Modern Insurance Marketing, headquartered in Wilsonville, Oregon, has been delivering insurance and risk management solutions for decades. As a “Full Service Insurance Agency,” they have a wide variety of insurance options, including home, auto, life, and health. Their business program keeps virtually any commercial enterprise secure for the right price, and our programs for specific industries do the same.

About Kellogg Insurance Marketing

Kellogg Insurance Marketing is a Draper, Utah-based company that distributes Medicare and ancillary coverage to a multitude of Americans across the country every day. With a proud history of positive relationships and excellent service, Kellogg helps tens of thousands of Americans every year access the coverage and benefits that they deserve.

About Polcyn Insurance

Polcyn Insurance has been protecting Americans for years and has earned a stellar reputation for speedy growth and impeccable service. With an impressive offering of life insurance, final expense, annuities and mortgage protection, they help thousands of Americans every year. Polcyn Insurance is based in Mesa, Arizona.

About Deft Research

Deft Research, headquartered in Minneapolis, Minnesota, is one of the leading resources for reliable health insurance insights. Deft Research started in 2005 with the goal of better understanding the shopping habits and motivations of seniors purchasing health insurance coverage through the newly created Medicare Part D program. They have since expanded their reach to include all U.S. health insurance products and markets. In addition to our strong market research credentials, their leadership team has decades of hands-on industry experience in product management, marketing and actuarial services.

About Plan Advisors

Plan Advisors, headquartered in Doral, Florida is a team of agile Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. They have been serving Americans for years and have earned nationwide recognition for their excellent service and broker support.

About Anthony Insurance Agency

Anthony Insurance Agency is an independently owned affiliate of Family First Life. As one of FFL’s largest marketing partners, Anthony Insurance Agency offers extensive service in life insurance, final expense, mortgage protection and annuity markets. Anthony Insurance Agency is based in Boca Raton, Florida.

About PSI Groups

PSI Groups, headquartered in Celebration, Florida, is an insurance marketing organization (IMO) designed by field agents. Founded in 2009, PSI was built to give agents a home where they could advance their insurance careers. PSI Groups has been a leader in insurance marketing and offers agents a portfolio of products to provide protection to the families they serve. PSI Groups provides mortgage protection, traditional life insurance, final expense and advanced market services, serves thousands of Americans coast to coast.

About Unified Health

Unified Health has a team of courteous and knowledgeable licensed agents that share insights on your Medicare coverage options and find the right plan for every American. This company provides service beyond Medicare plans, offering ongoing support throughout the healthcare coverage journey. Unified Health is based in Sunrise, Florida.

About ASPECT Management

ASPECT Management LLC began operations in June 2003, with its head office in Columbia, South Carolina. It is a Senior Market focused company, with a goal in providing agents with the products, incentives and support that allows them to better focus on serving their clients. Agent success is the ASPECT Management Mission. ASPECT Management is always striving to be ahead of the curve with innovative ideas. They provide agents with programs tailored to them, which combine best of breed products with specialized lead concepts.

About Advanced Planning Services

This early success led the company to make a greater commitment to expand its Preneed Insurance program and to become recognized as a premier supplier of Insurance Pre-funding Services for the funeral industry. As NGL’s Preneed program expanded and gained momentum, the company began to review the method it employed to deliver its programs to funeral professionals. This resulted in NGL deciding to change its product delivery system to one that utilized specialized distribution partners. Ed, along with interested NGL Preneed Sales Managers, began managing the distribution of the new NGL Preneed program in certain Upper Midwestern states working initially with funeral home professionals who had a prior business relationship with them and NGL. Since 2004, the number of Preneed relationships with funeral professionals has increased significantly. APS now works with funeral homes in Wisconsin, Michigan, Minnesota, Ohio, Iowa, Mississippi and North Dakota. APS is based in Brown Deer, Wisconsin.

Tristate Financial

Tristate Financial is an independently owned affiliate of Family First Life. As one of FFL’s largest marketing partners, FFL Tri-State offers extensive service in life insurance, final expense, mortgage protection and annuity markets. FFL Tri-State is based in East Hanover, New Jersey.

About Agent Force

Family First Life Agent Force is located in Kennesaw, Georgia. Their focus is providing all the resources needed for their agents to obtain the success level they want to achieve, not only by selling insurance but also the ability to build their own agencies. They are proud to offer their agents a proven system for success.

About Advanced Market Sales

Advanced Market Sales, headquartered in Coeur d’Alene, Idaho, provides a vast variety of agents across the country with solutions for helping consumers with their retirement income planning needs. They are a leading issuer of Fixed Indexed Annuities and believe in providing easy-to-implement solutions that eliminate fees, remove market risk and deploy lifetime income for agents to deliver to their clients.

About Health Insurance Store

For close to 30 years, the Health Insurance Store has been a leader in the health insurance industry. Based in Kissimmee, Florida, the Health Insurance Store team offers a lifetime of experience in understanding what people need in regard to their health insurance needs. Their fleet of independent agents operate throughout Florida and specialize in personalized services extending beyond open enrollment.

About The Cornerstone Group

The Cornerstone Group is a leading provider of life insurance and annuities for thousands of Americans. They are led with a relationship-focused approach that has proved to be very successful for both their agents and consumers. Producing millions in annual paid premium, this company is completely dedicated to building a platform to provide more for agents, carriers and the Americans they serve. The Cornerstone Group is based in Wake Forest, North Carolina.

About Theodore Group

Theodore Group, headquartered in Cape Coral, Florida, is one of the nation’s fastest-growing life insurance agencies. Founded in 2009, they specialize in mortgage protection, final expense and advanced markets. Theodore Group serves thousands of Americans, with more than $15 million in premium expected in 2021. They take great pride in helping their expanding network of agents protect American families.

About Montalto United Insurance Agency

Montalto United Insurance Agency is a family-focused agency based in Fort Walton Beach, Florida, that is expanding their vision for the future by joining the Integrity platform. As the newest partner, they will gain access to the best-in-class technology and exclusive resources Integrity offers. This partnership provides increased bandwidth to allow them to continue serving thousands of Americans while securing more than $25 million of annual paid premium.

About Carolina Senior Marketing

Carolina Senior Marketing offers life, health and Medicare insurance plans through hundreds of independent agents and agencies across the United States. The company is renowned for its boutique service approach and ability to provide personalized marketing efforts that maximize each agent’s or agency’s unique skillset. In 2021, Carolina Senior Marketing will assist its agents in securing more than $50 million in annualized paid premium while serving 85,000 Americans. Carolina Senior Marketing is based in Cary, North Carolina.

About The Leazer Group

The Leazer Group serves Americans by offering insurance and annuity products, including mortgage protection, final expense, and life and health insurance. Since 2015, The Leazer Group has placed more than $60 million in life insurance premiums and protected more than 60,000 families. Deeply committed to a culture of innovation and agent support, The Leazer Group offers agents a turnkey insurance sales method with a robust lead generation program. The company successfully navigated the 2020 pandemic by migrating to a virtual sales platform and seamlessly continuing national sales. The Leazer Group is based in Raleigh, North Carolina.

About Michael O’Brien Insurance

Michael O’Brien Insurance exemplifies Integrity’s vision of helping more seniors obtain and fully utilize their benefits. Fostering deep personal connections with the customers they serve, Michael O’Brien Insurance’s agents offer health, life, critical illness, property and casualty insurance, with a focus on the senior market. The fast-growing agency will utilize Integrity’s extensive resources to scale their growth to serve more Americans than ever before. Michael O’Brien Insurance is based in Mayfield, New York.

About Senior Security Benefits

Senior Security Benefits is a leading IMO headquartered in Fort Worth, Texas, that specializes in marketing life and health insurance products to independent agents across the United States. They have more than 20,000 agents serving 125,000 Americans with their insurance needs. In 2020, they placed over $100 million in annual paid premium. They enjoy and take pride in the relationships they have built over the years with their agents and insurance carriers. These relationships have been a key factor in their success and continued growth. For more information, visit www.insmg.com.

About Universe Financial Insurance Services

Universe Financial Insurance Services, also known as Family First Life Universe, is headquartered in Naperville, Illinois and is a leading insurance agency committed to protecting families across the nation. They ensure their agents are equipped for success by providing them with top tier sales training, compensation, and products to protect families. They specialize in final expense life insurance, mortgage protection, and fixed indexed annuities. For more information, visit www.ffluniverse.com.

About GarityAdvantage

GarityAdvantage is an independent marketing organization that specializes in the senior market — namely, Medicare products. The firm is also proud to serve as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage is an expansive Medicare leader in the New England area and is rapidly expanding into new markets. In business since 1970, GarityAdvantage today serves more than 250,000 Americans. GarityAdvantage is based in Norwell, Massachusetts.

About Star Benefit Associates

Located in Indianapolis, Indiana, and established in 1987, Star Benefit Associates has built their reputation on integrity, service and personalized attention to their agents. Star Benefit Associates was founded with a focus on Small Group products, with a transition into the Medicare space in 2002. Star Benefit Associates helped launch the first Medicare Advantage PPO in the state of Indiana as a pilot program for CMS. As a pioneer in the Medicare Advantage market, Star Benefit Associates’ team has more combined experience in this space than most FMOs in the country. Their agents help more than 10,000 Americans annually with their Medicare and insurance needs, offering premier products in Medicare Supplements, Medicare Advantage Plans and Part D programs.

About Berwick Insurance Group

Berwick Insurance Group, headquartered in Tucson, Arizona, is an independent marketing organization specializing in the sales and distribution of senior products. Hard work and a reputation for excellence has propelled Berwick Insurance to become one of the most respected IMOs in the nation. Berwick Insurance believes the success of its business is a direct result of the personal time and attention they dedicate to their agent partners. Berwick Insurance agents receive outstanding support and service, comprehensive and ongoing training, access to industry-leading technology and a rich portfolio of products. The firm has grown steadily and now supports over 6,000 agents in all 50 states who serve over 300,000 clients annually. For more information, visit www.berwickinsurance.com.

About One Resource Group

One Resource Group, headquartered in Roanoke, Indiana, is one of the most prominent brokerage general agencies in the fully underwritten and advanced planning markets. With a team of highly skilled and motivated specialists, ORG is one of the fastest growing BGAs in the country and continues to make the brokerage experience better for agents and advisors. ORG offers a vast range of insurance products in the life insurance, annuity, disability income and long-term care space. With their state-of-the-art technology, experienced case design, case management, advanced markets and experienced underwriting, ORG continues to be a leader in the industry. Over almost 20 years, ORG has served more than 190,000 families through their network of over 80,000 agents. For more information, visit www.orgcorp.com.

About Twardowski Insurance Agency

Twardowski Insurance Agency, also known as FFL Capital, is headquartered in Denver, Colorado, and is a leading independent distributor of life insurance products. Twardowski Insurance Agency helps clients with their mortgage protection, final expense and life insurance needs, and teaches both existing and new agents how to effectively help their clients. Twardowski Insurance Agency’s agents serve more than 30,000 clients annually. In 2021, Twardowski Insurance Agency expects to help insurance carriers place more than $35 million in new premium.

About Oberlin Marketing

Oberlin Marketing, headquartered in Fort Wayne, Indiana, is an industry-leading brokerage devoted to supporting agents, agency owners and clients with their life and health insurance needs. As a company, they have always been devoted to the personal depth of relationships and have rooted their business practices in a strong moral foundation. Oberlin Marketing has been a trusted and respected resource in the industry since 1987, showing a commitment to back-office support, training, technology integration and introduction of new products — all of which contribute to agent success. They are continually recognized as a leader in the Medicare market in the Midwest, as well as nationally. Oberlin Marketing supports independent agents in 43 different states, managing the ongoing insurance needs of more than 75,000 Americans annually.  For more information, visit www.oberlinmarketing.com.

About Aegis Financial

Aegis Financial, headquartered in Denver, Colorado, is one of the premier financial marketing organizations in the country, providing annuity, life insurance, retirement and business solutions to independent insurance professionals, financial advisors and their clients. For nearly 30 years, Aegis Financial has focused on providing a small-business experience and culture that puts the client at the center of everything they do, coupled with extensive, high-level resources that give their clients the best of both worlds. Aegis Financial’s elite team proudly serve nearly 3,000 Americans and nurture relationships with more than 600 writing agents and advisors who produce $1 billion in paid premium annually. For more information, visit www.aegisfinancial.com.

About Fidelis Consultants

Fidelis Consultants is a leading insurance brokerage, based out of Gilbert, Arizona, that specializes in Medicare, individual health and ancillary products. Founded in 2013, Fidelis Consultants has quickly expanded throughout the Southwest and beyond due in large part to their exceptional agent and client model. To the clients they serve, Fidelis Consultants embodies all the qualities of their name — faithful, loyal, true — in their commitment to deliver superior service, customer support, professional advice, care and compassion. They recognize and embrace the important role of a trusted advisor in the lives of the 70,000 individuals they serve. For more information, visit www.fidelisins.com.

About WealthFirm

WealthFirm is a family of financial experts headquartered in Norfolk, Nebraska. WealthFirm is the combination of Wealth Management LLC (“WM”) and Retirement Plan Consultants LLC (“RPC”). Each brand of the family is dedicated to improving efficiency, simplicity and effectiveness of financial solutions for businesses, individuals and their families. WM partners with professionals nationwide, empowering them to offer financial guidance to their clients. They believe in low cost, full fee disclosure and maintaining global diversification. WM operates as a partner, assisting professionals to become advisors with one-on-one coaching and by assisting with the back-office and compliance issues so they can remain focused on their relationship with their clients. RPC focuses on simplifying the retirement plan experience by offering customized, people-focused plan solutions. They provide back-office services, including access to custodians, reporting and analytics, trade support, asset allocation and rebalancing. RPC currently serves over 1,800 plans and 17,500 participants. The WealthFirm family is devoted to treating everyone they work with like family. For more information, visit www.wealthfirm.info.

About Brokerage 1 Agency

Brokerage 1 Agency, Inc., headquartered in Brunswick, Ohio, was founded in 1987 and specializes in marketing Medicare Advantage, Medicare Supplements, final expense and ancillary products. Brokerage 1 serves thousands of Americans through its network of agents across 30 states. They take great pride in supporting and working with many loyal agents to meet the insurance needs of their clients. For more information, visit www.brokerage1agency.com.

About D&D Insurance

D&D Insurance was founded more than 15 years ago in Ferndale, Washington, with the goal to educate and serve people in the community and throughout the state of Washington. Offering both personal and business insurance, D&D provides solutions for everything from Medicare Supplements to auto, boat and condo coverage. The company also distributes commercial insurance that includes crop, apartment building, builders’ risk and business owners’ policy insurance. Everyone at D&D is dedicated to providing customers with the best coverage at competitive rates by sharing assessments of insurance needs to determine which package fits best. For more information, please visit www.danddinsurance.com.

About Shields Brokerage

Shields Brokerage, headquartered in Exeter, New Hampshire, has worked with hundreds of brokers throughout New England for more than 40 years. The brokers are an integral part of Shields Brokerage. Their professional staff offer insurance products, which include life, Medicare, long-term care, disability, annuities and group benefits. For more information, visit www.shieldsbrokerage.com.

About Modern District Financial

Modern District Financial, founded in 2011, is a leading independent insurance and financial services firm in Michigan. Headquartered in Traverse City, with offices in Midland and Grand Rapids, Modern District Financial mainly serves the fast-growing senior market. They provide their clients with a range of products and solutions — including Medicare Supplement and Medicare Advantage plans, life insurance, home health care, and annuities — to help them prepare for successful retirement. For more information, visit www.moderndistrict.com.

About Community Connections

Community Connections is located in Manchester, Kentucky — an extremely rural and underserved area in Southeastern Kentucky. Community Connections prides itself on connecting the individuals in their community with the care, coverage and resources they need. Community Connections specializes in assisting clients with health and life insurance, helping dual-eligible Medicare and Medicaid beneficiaries gain access to affordable healthcare options like the Medicare Savings Program and prescription drug coverage programs. For more information, visit communityconnections.live.

About Golden Years Design Benefits

Golden Years Design Benefits, located in Freehold, New Jersey, is a healthcare agency that specializes in Medicare. The company is licensed in 46 states and has worked with numerous clients in person, online and by phone across the country. The philosophy of Golden Years Design Benefits is to educate clients, while transitioning them from traditional health plans to Medicare plans. Golden Years Design Benefits takes great pride that their clients have remained loyal for three decades and continue to refer friends and family for their healthcare needs. The employees at Golden Years Design Benefits strive to do the very best for all their clients and agents. They have implemented exceptional agent training programs to educate their agents to provide world-class service. For more information, visit www.yourmedicaremarketplace.net.

About DuBose Senior Insurance Marketing

For over 60 years, DuBose Senior Insurance Marketing, headquartered in Florence, South Carolina, has specialized in providing health and life insurance products tailored for seniors, though they happily assist individuals of all ages with finding the ideal policy to suit their needs. They are a family-owned business founded in 1958 by Charles B. DuBose, Sr., and currently owned and operated by Charles B. “Bubba” DuBose, Jr. Their expansive agent network shares in their company’s commitment to putting clients first. They are located throughout the Southeast, including South Carolina, North Carolina, Georgia, Tennessee, Virginia and Mississippi.

About The Fitz Group

The Fitz Group is a leading insurance agency headquartered in Addison, Texas, that is focused on providing Americans with life insurance and annuities. The Fitz Group excels at helping insurance agents become some of the best in the industry at serving clients, while also creating a business for themselves. The Fitz Group team is comprised of dynamic and successful leaders in the industry. Since its inception in 2004, The Fitz Group has grown to become a thriving IMO known for its dedication to excellent service. For more information, visit www.thefitzgroup.org.

About Stateline Senior Services

Stateline Senior Services was founded in Somers, Connecticut, to specialize exclusively on the insurance and investment needs of the retired and soon-to-retire. Stateline helps clients find the best Medicare coverage for their situation and provides wealth planning services to help them get the most from retirement.  Stateline founder Bill McCloskey has worked to help clients with retirement and investment planning since 1983. Stateline agents design income plans and can help with advanced long-term care planning as well as crisis planning. For more information, visit www.statelineseniorservices.com.

About Golden State Insurance Agency

Golden State Insurance Agency has grown to become an influential industry leader. The Golden State team’s can-do spirit and dedication to protecting the families of agents and clients has helped the agency thrive. A big part of the agency’s success has been its unwavering commitment to provide opportunities to men and women of all backgrounds, races and beliefs. Golden State’s extensive training and support empowers agents to build lasting careers by serving the life insurance needs of people in their communities. Golden State Insurance Agency is based in Carlsbad, California.

About Brokers Clearing House

Brokers Clearing House, Ltd. was founded in 1975 with a focus on helping families get life insurance when other companies couldn’t. Because of their business model and focus, they were able to secure billions of dollars of coverage for Americans and their families who otherwise would have none. Over the years, Brokers Clearing House has grown to help thousands of advisors place billions of dollars of coverage every year. Tens of thousands of families across the country have their families protected today because of the hard work and dedication of the impeccable team at BCH. BCH is based in Des Moines, Iowa.

About PIPAC Health & Life Insurance Brokerage

Professional Insurance Planners and Consultants of Iowa, or PIPAC, headquartered in Cedar Falls, Iowa, is a leading marketing organization of life and health insurance products that assists agents in finding the right product fit for their clients. PIPAC partners with insurance carriers and markets these products through independent agencies throughout the Midwest. PIPAC provides independent agents with quality products at competitive prices with “Positively Outrageous Service.” For more information, visit www.pipac.com.

About Northwest Farmer-Stockman

Northwest Farmer-Stockman, headquartered in Spokane, Washington, is an insurance agency dedicated to helping farmers and ranchers with their insurance and wealth preservation needs. Their sales force is happy to offer a broad range of products which include accident and disability, Medicare Supplement, life insurance and annuities. For more information, please visit www.northwestfarmerstockman.com.

The Diversified Companies, headquartered in Parsippany, New Jersey, is committed to positively impacting the lives of their associates, employees and clients. At Diversified, they tailor partnerships that last. Founded in 1979, they’re one of the nation’s leading distributors of Medicare and final expense plans. Diversified supplies thousands of agents throughout the country with the opportunity to fill the gaps both Medicare and Social Security leave behind for millions of seniors. They are proud to treat each agent, employee and client as a member of their own family and are committed to putting their needs above their own. In 2021, Diversified supported more than 50,000 Medicare eligible Americans, by ensuring that they were afforded the best plans and benefits that they were entitled to.

Schmidt Insurance Services, headquartered in Ellington, Connecticut, is a leading independent distributor of life and health insurance products focused on serving Americans. Also known as FFL Northeast, they work with independent agents throughout the nation to serve more than 15,000 clients annually. In 2022, the company expects to help insurance carriers place more than $25 million in new premium. For more information, visit www.fflnortheast.com.

Maryland Life Insurance Services, also known as FFL National, is headquartered in Bel Air, Maryland, and specializes in mortgage protection, final expense, annuities and traditional life insurance. The company prides itself on empowering agents across the country to attain great success with top compensation, vested renewals, diverse product lines, innovative lead options and superior sales training. The agency was built by Frank and Jaime Eufemia and has grown to serve over 25,000 clients annually. In 2021, they helped insurance carriers place more than $30 million in new premiums.

About AIP

For 40 years, AIP Marketing Alliance (AIP) has served as a premier life insurance and annuity distribution partner, providing full-service support to independent wholesalers, brokerages and agents from their Troy, Michigan office. AIP has the carrier relationships, products and tools to help independents grow their business and stand out in a competitive marketplace.

About Lion Street

Lion Street is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals.

Senior Insurance Marketing, Inc., is an insurance marketing agency headquartered in Lincoln, Nebraska. Founded in 2004, Senior Insurance Marketing recruited and serviced agents across the Midwest with life and health insurance products. Today, their more than 5,000 agents produce over $25 million of Medicare and ancillary products, helping hundreds of thousands of seniors.

About Osborn Insurance Group

In 1993, Gary Osborn founded the Osborn & Associates agency around a core team of agents focused mostly on Medicare supplement and health insurance sales. Many of those agents remain with the firm to this day. In the mid 2000’s, the firm saw an opportunity to increase and enhance support to local agents. That culminated in the founding of Osborn Insurance Group in 2010. Today, the Osborn & Associates agency continues to deliver in-house sales, while the Osborn Insurance Group brokerage has developed into one of the leading IMOs in the Midwest. The company’s mission is to build lasting and loyal relationships as it continues to innovate processes that assist agents and agencies, helping them grow and manage their businesses. Osborn Insurance Group is based in Springfield, Missouri.

About Global Premier Benefits

The Holland Insurance Group, LLC, was started in June of 2000 by Tony and Kathy Holland. As the insurance brokerage firm grew, Tony and Kathy expanded their business by creating Global Premier Benefits in June of 2009, as the national trademark company to the Holland Insurance Group. Today, Global Premier Benefits is a leading Medicare Advantage and life insurance distributor with a network of over 2,000 agents and agency directors spanning 30 states and Washington, D.C. With their tech-centric platform and commitment to Medicare education and compliance, Global Premier Benefits is renowned for providing tremendous opportunities for its associates and quality service to well over 100,000 Americans. Global Premier Benefits is headquartered in Owings Mills, Maryland.

About Senior Advisory Insurance Services

Senior Advisory Insurance Services, headquartered in Cicero, New York, is one of New York’s leading Medicare Advantage and Supplement providers. The company focuses on helping Medicare beneficiaries select the appropriate plan to meet their healthcare needs.

About Trusted Senior Specialists

In 2005, Michael and Melinda Wilhelm founded Trusted Senior Specialists, headquartered in Houston, Texas, with the goal of serving Medicare beneficiaries. Built on foundational values of love and trust, the company has grown from a husband-wife team to a family of employees who share their vision, compassion and desire to serve. Trusted Senior Specialists delivers old-fashioned customer service of yesterday, using the advanced technology of today. Throughout their growth, their 5,000 agents have remained focused on helping over 82,000 Americans protect their most valuable assets: health, wealth and wellbeing. For more information, visit www.trustedseniorspecialists.com.

About J. Gavin Financial Services

J. Gavin Financial Services, headquartered in Kennewick, Washington, is a provider of life insurance products and financial services. The agency supports clients nationwide by providing services in person or virtually. With an array of carriers behind them, J. Gavin Financial Services assists clients with their needs, no matter their current situation. The team is agent- and client-focused, and they believe in nurturing a close-knit community where they can help agents become successful.

About J. Helbig & Company

J. Helbig & Company, headquartered in St. Louis, Missouri, is a leading distributor of life insurance and fixed-indexed annuities in the federal employee market across the United States. The agency helps thousands of federal employees with their life insurance and retirement planning needs, assisting them in person, over the phone, and online. In 2022, J. Helbig & Company expects to issue $40 million in life insurance and annuity premium. 

About The Foschini Group

The Foschini Group, headquartered in Farmington, Connecticut, is an agency catering to pre-retirees and retired Americans. The agency consists of independent agents, registered investment advisors and certified financial planners serving the diverse needs of the age 55 and over population. The Foschini Group focuses on the needs of retirees, including wealth management, income planning, health insurance and Medicare, and life insurance and estate planning needs. They help people enjoy their retirement by eliminating the concerns that keep them awake at night.

About Resource Brokerage

Resource Brokerage, LLC, is a top provider of employee benefits, including health, life, long-term care, annuities, disability insurance as well as Medicare solutions. They provide employer groups and independent brokers with strong service, support, products, education and technology. Resource Brokerage has been voted one of the “Best Places to Work in Illinois” 11 times. Excellent team retention allows them to maintain strong relationships with carriers, employers and agents. The majority of the Resource Brokerage team has been with the company more than 13 years, allowing them to provide stellar contract, product and process expertise. Resource Brokerages is based in Schaumburg, Illinois.

About Carothers Insurance Agency

Carothers Insurance Agency was founded in 1969 in Las Vegas, Nevada, to provide Americans with a variety of insurance products to meet their needs. The company is committed to ushering in a new era of insurance with better education, updated technology and innovative resources that will ensure the ongoing success of their brokers and community. The brokerage has expanded its ability to serve by opening retail locations known as Your Insurance Agency, providing agents with a convenient way to meet clients face to face.

About Penn Global Marketing

Penn Global Marketing, based in St. Louis, Missouri, specializes in meeting the insurance needs of the American public, with special emphasis on the senior market. Through its sales unit of career agents, Penn Global Marketing assists tens of thousands of clients in 43 states and the District of Columbia. An organization built by salespeople for salespeople, their senior sales managers average tenure of 20 years is integral to the leadership, training and development of its agent group. The ideal of being in business for yourself, but never by yourself, resonates throughout the company’s culture. Penn Global Marketing is committed to serving the clients who put their trust in the company’s services and the career professionals who represent the company.

About First American Insurance Underwriters

First American Insurance Underwriters was founded more than 50 years ago in Boston, Massachusetts. Their business is focused on providing leading insurance and wealth advisors with access to financial products, creative insurance solutions, specialized service, and exclusive resources, offering full back-office support. Wealth managers, insurance advisors, property and casualty firms, and employee benefits firms all rely on First American to design and implement the most appropriate and competitive insurance solutions for their high-net-worth clients. They specialize in life insurance, long-term care, disability income and annuities solutions for personal and business planning.

About J. Manning & Associates

J. Manning & Associates is a national independent insurance brokerage and consulting firm specializing in long-term care insurance. They work with employee benefit brokers and consultants, financial professionals, employers and individuals to create customized, unbiased long-term care planning solutions. In 2011, the American Association of Long-Term Care Insurance named J. Manning & Associates the largest group long-term care broker in the nation, based on 2010 premium production. J.Manning & Associates is based in Chicago, Illinois.

About Western Marketing

Western Marketing Associates Corporation, headquartered in Missouri Valley, Iowa, is one of the leading distributors of life and health insurance products in the nation. In 2021, they supported more than 18,000 independent agents nationwide in placing over $100 million in new insurance premium. Western Marketing is looking to accelerate its growth into the future by combining its family-like atmosphere and unmatched service with Integrity’s world-class technology and resources. For more information, visit www.wmacorp.com.

About J.D. Mullens

J.D. Mullens was founded in 2006 and is headquartered outside of Jacksonville, Florida. After initially focusing on final expense, the agency transitioned to health products and developed innovative systems to help consumers get coverage through the Affordable Care Act. Today, J.D. Mullens serves Americans coast-to-coast and is recognized as a top agency by Fortune 500 insurance carriers. The agency helps more than 15,000 clients annually, placing more than $100 million in premium.

About Yellowstone Life Insurance Agency

Yellowstone Life Insurance Agency, headquartered in Weatherford, Texas, is one of the fastest growing financial protection service providers in the nation. They have successfully built an innovative platform that provides agents a completely virtual experience. At Yellowstone Life Insurance Agency, agents have the opportunity to service clients from anywhere and provide them with a diverse portfolio of financial protection solutions. Yellowstone Life Insurance Agency is eager to expand their virtual financial protection platform by incorporating Integrity’s technology, backend support and marketing resources into their daily operations.

About The Valdez Group

The Valdez Group is headquartered in beautiful Ontario, Ohio, and is a rapidly growing life insurance distributor with a special focus on serving the middle market. The company helps people across the country find the life insurance and retirement solutions they need to protect their families and their future. The Valdez Group has partnered with industry-leading carriers to bring their agents a portfolio of products they can be proud to offer their clients. With an expanding team of dedicated agents, The Valdez Group has proudly served and protected over 35,000 clients nationwide. For more information, visit www.thevaldezgroup.org.

About Greenhill Management

Since 1966, the sales associates of Greenhill Management have helped Medicare beneficiaries find the right plan to complement their Medicare. Mike Greenhill and his staff serve hundreds of agents and thousands of clients in the Southeastern United States. The company operates in Mississippi and Louisiana, with offices in Ridgeland and Diamondhead, Mississippi. The company’s primary focus is Medicare health plans, but also offers long-term care and life insurance, as well as fixed-rate and equity index annuities.

About Senior Insurance Specialists

Senior Insurance Specialists, headquartered in Joplin, Missouri, is a leading distributor of senior health insurance, life insurance and fixed annuities. The agency helps thousands of retirees with smart insurance choices to keep their retirement secure, assisting them in person, over the phone and online. The agency’s team members are committed to honesty and exceptional customer service that results in thousands of new clients every year asking for help in navigating their retirement years. The agency partners with top health and life insurance companies to bring a variety of unique solutions for each of their clients.  Making clients feel heard, valued and well taken care of has always been their number one goal. For more information, visit www.seniorinsurancespecialists.com.

About Applied General Agency

Applied General Agency was founded by Patrick Rodriguez in 1993. Headquartered in Anaheim, California, AGA has become one of the largest Medicare-focused independent marketing organizations in the nation. AGA was created with the intention of providing unparalleled value to overworked agents who had more obligations than time. With the support of a full back-office team, AGA has the vision and tools to make quality agents even more successful. AGA has grown to support close to 10,000 agents in serving the needs of half a million Americans nationwide. For more information, visit www.appliedga.com.

About Honeycutt Insurance Marketing

Honeycutt Insurance Marketing, headquartered in Victorville, California, is a life insurance agency committed to serving the needs of the middle American market. Honeycutt Insurance Marketing specializes in mortgage protection, final expense, impaired-risk life insurance and retirement income protection. The firm has amassed a growing, nationwide salesforce of agents and is known as an innovator of agency growth and development strategies. In 2021, Honeycutt Insurance Marketing served over 50,000 families and issued over $34 million in life insurance premium.

About Mail Pro Leads

Mail Pro Leads works with agencies and IMOs to maximize returns and help them be more efficient with their marketing efforts. The company’s leadership team has experience working for some of the largest data providers in the country and has a deep understanding of how to access and employ timely data in the most cost-effective ways. Utilizing a unique buy-per-lead program, Mail Pro’s clients have security knowing they are investing in leads with quality returns. Mail Pro supports its clients by only allowing one agency to mail in each county. In addition, Mail Pro has streamlined its staff and support for maximum efficiency, passing the resulting savings on to its clients. Mail Pro Leads is based in Las Vegas, Nevada.

About Limitless Insurance Services

Limitless Insurance Services, based in Scottsdale, Arizona, is a leader in the life insurance space. They specialize in mortgage protection, final expense, life insurance and safe money retirement for clients, providing support both in person and virtually. With agents across the country, Limitless Insurance Services helps make the shopping process for life insurance as simple as possible for the over 50,000 clients they serve.

About Relentless Insurance Agency

Relentless Insurance Agency is headquartered in Las Vegas, Nevada, but has agents helping families nationwide. This growing agency has a mission to help protect as many families as possible, while making it possible for their agents to create a financial legacy for their own families. They specialize in life insurance, including mortgage protection and final expense, as well as retirement planning through universal life policies and retirement protection through the use of fixed indexed annuities. Having relationships with several major carriers, they have countless options to help meet the needs of clients both in person and virtually. Relentless Insurance Agency has made it a priority to leave each and every family they meet with in a better financial position than before.

About Ash Brokerage

Founded more than 50 years ago in Fort Wayne, Indiana, Ash Brokerage’s more than 400 employees are focused on helping financial professionals innovate and secure the future through insurance products, including life insurance, annuities, long-term care and disability insurance. Ash Brokerage leverages relationships with more than 80 top-rated insurance carriers to help their 50,000 licensed agents find the best fit. Ash Brokerage has the tools — and the people — to bring solutions in every stage of life. In 2021, Ash Brokerage protected almost 50,000 lives, helping to place over $2 billion of premium.  Throughout their history, they have impacted nearly one million lives with their products and services. For more information, visit www.ashbrokerage.com.

About Russek Financial Services

Headquartered in North Haven, Connecticut, Russek Financial Services is a broadly diversified financial services company committed to helping people. They believe in establishing and fostering consultive client relationships, providing outstanding financial products and services, and offering significant opportunities for their team to provide meaningful advice and guidance to clients in the achievement of their financial goals and objectives. Russek Financial Services has over $75 million assets under management and advisement and serves thousands of clients annually. They strive to be the financial services provider of choice in every community they serve by demonstrating a level of ethics, competency and professionalism. For more information, visit www.insurancect.com.

About Ritter Insurance Marketing

Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.

About HGI

HGI is an independent marketing company that is bringing Wall Street to Main Street. No matter what financial challenges clients may face, HGI has the experience and resources to create a successful financial plan. Their experienced agents have taught clients about the “Circle of Safety.” In these unprecedented financial times, it is important to help clients preserve their capital, while seeking long-term growth and appreciation. HGI’s associates are among the most educated and well-trained in the industry. HGI is based in Alpharetta, Georgia.

About Abernathy Financial Services

Abernathy Financial Services, headquartered in Fort Walton Beach, Florida, is a life insurance distributor that also provides solutions for retirement planning and wealth management to its clients. In 2021, the agency helped provide solutions to nearly 200,000 Americans. Abernathy Financial Services believes in putting client families first and doing whatever they can to serve those families in person, over the phone or online. With thousands of agents across the nation working under the same mission statement and values, the company is committed to providing exceptional service — and looks forward to positively impacting millions of lives in the future.

About Hovis & Associates

Hovis & Associates is a long-standing, family-run business founded in 1984. The values-driven firm has expanded its consultative services throughout the greater St. Louis metropolitan area and the nation, offering three categories of service: Medicare consulting, agent services and financial services. The experienced team at Hovis & Associates also supports agents working within the Medicare consulting arena and takes great pride in creating a professional, positive and rewarding experience for agents nationwide. Hovis & Associates is based in St. Louis, Missouri.

About SkyPoint Financial and Insurance Services

Headquartered in Las Vegas, Nevada, SkyPoint Financial and Insurance Services offers impeccable service in life insurance, final expense, mortgage protection and annuities. The team at SkyPoint prides itself on their proven ability to successfully train agents, while offering a diverse product line and innovative lead solutions. SkyPoint has agents located across the United States who serve thousands of families with their insurance needs.

About Annuity Agents Alliance

Annuity Agents Alliance, headquartered in Denver, Colorado, is an innovative financial marketing organization that focuses on the core competencies of helping independent agents and advisors build life and annuity businesses through marketing, sales process and case design. Annuity Agents Alliance has developed multiple proprietary marketing systems, including Safe Money Radio, proprietary illustration and case design software, and duplicatable and highly productive sales processes. Through the distribution of its marketing and sales systems, Annuity Agents Alliance serves thousands of Americans while supporting more than 250 agent and advisor partners who produce over $550 million in paid premium annually. For more information, visit www.annuityagentsalliance.com.

About Velocity Life Insurance Agency

Velocity Life Insurance Agency is headquartered in Roanoke, Virginia, and serves agents and families nationwide. Velocity specializes in providing top products in final expense, mortgage protection, IULs, annuities and more. Velocity agents provide coverage tailored to their clients from a variety of carriers. The agency owes its record-setting production to comprehensive and ongoing training and strong carrier relationships. In 2021, Velocity’s thousands of agents protected more than 40,000 families, while providing over $33 million in production. Velocity consistently leads by example and has an unwavering commitment to outwork the competition. The company’s impressive growth is an inspiration for other agencies that strive to duplicate Velocity’s success.

About Statz Agency

Headquartered in Phoenix, Arizona, Statz Agency was founded by Suzanne Tatz to provide greater consultative guidance to agents. The agency primarily focuses on helping seniors understand their Medicare options and get the coverage they need. With a mission to educate and assist, the Statz team empowers clients to make informed decisions on how to protect their health, wealth and future. With a commitment to providing quality solutions with honesty and integrity, Statz agents help the seniors they serve prepare for the future with confidence.

About Legacy

Legacy Insurance and Financial Services is headquartered in Salt Lake City, Utah. Since 2006, Legacy has expanded to operate in offices throughout the Western United States, serving seniors in the states of Utah, Oregon, Washington, Nevada and Idaho. The agency specializes in Medicare Supplement and Medicare Advantage plans, indemnity policies, life insurance and annuities. As a master brokerage, Legacy maintains relationships with well over 200 companies. In 2021, Legacy served over 30,000 existing policyholders and issued over 5,000 new policies, securing more than $8 million in paid premium.

About PHP Agency

Founded in 2009, PHP Agency Inc. is a tech-enabled national field marketing organization (FMO) headquartered in Addison, Texas. With over 27,000 licensed agents nationally in 49 states and Puerto Rico, PHP’s agents have educated and served over 450,000 American families. PHP partners with leading insurance and annuity carriers and provides part-time or full-time opportunities to those seeking careers as life insurance agents. For more information, visit www.phpagency.com.

About Annexus

As the leading independent product design and distribution company in America, Annexus designs solutions to help Americans grow and protect their retirement savings. Since 2006, Annexus has developed the industry’s best-performing fixed-indexed annuities and indexed universal life insurance policies, and they are leading the charge in the development of in-plan lifetime income solutions with plan sponsors. Annexus is recognized as a thought leader across the industry, winning multiple awards including Barron’s Best Product for Seniors and most recently, the Annuity Innovator of the Year award from EQDerivatives. Annexus is based in Scottsdale, Arizona.

About Richman Insurance Agency

Richman Insurance Agency, founded in 2019, is based in Dallas, Texas and is a leader in the life insurance industry. The agency specializes in mortgage protection, final expense, and retirement planning. To provide the best products and services, Richman Insurance Agency partners with industry leading carriers, and develops agents and leaders to provide quality service in the senior market. In 2021, Richman Insurance Agency served over 20,000 Americans and provided over $15 million in annual paid premium.

About American Business

American Business is an independent agency headquartered in New York City. They specialize in being the insurance resource for strategic partners in property & casualty agencies, sports management firms, financial institutions, CPAs, RIAs, family office managers and their clients. Licensed with over 50 insurance companies throughout the U.S., American Business serves over 35,000 current policy holders with $60 billion in active policies. Their professionals have an average of 15 years of life insurance experience. The primary insurance products they provide to their clients are life, disability, and long-term care insurance.

About Senior Resource Services

Senior Resource Services is a complete health-to-wealth retirement services firm in North and South Carolina. They offer Medicare supplemental insurance, long-term care protection, life insurance and annuities. From its inception, Senior Resource Services has strived to be the leading source in the Carolinas where seniors can turn for honest advice about retirement issues, becoming known throughout the region as “The Retirement Solution.” They pride themselves on their lifetime relationships with their clients. Senior Resource Services serves almost 20,000 clients annually, placing over $25 million of annual premium year after year. Senior Resource Services is based in Fayetteville, North Carolina.

About Senior Planning Center

Senior Planning Center is Maine’s leading resource providing Medicare Advantage, Medicare supplements and other related insurance products and services designed to help seniors, specifically those transitioning into retirement. Senior Planning Center represents all the major Medicare health plans. Even though they have agent partners across Maine, its walk-in service locations continue to lead in the growth of new plans and high retention rates. They strive to secure an ongoing and holistic relationship with each of its clients. The help seniors receive at Senior Planning Center is not limited to related insurance services — they also provide referral information about a wide range of resources for seniors from heating assistance to help with elder care.

Senior Planning Center is headquartered in Farmington, Maine.

About Heartland Financial Group

Heartland Financial Group, headquartered near Kansas City, Missouri, is a leader in life and health insurance, and the annuities space. Since its founding in 1992, Heartland has successfully pioneered an industry paradigm shift with agent reporting, commission automation and a service-first mentality. Heartland has additional office locations in Mississippi, Florida, Oklahoma and California, and supports more than 65,000 actively contracted agents. In 2021, Heartland completed approximately 165,000 applications and placed $270 million in annual premium.

About Compass Group Insurance

Compass Group Insurance, headquartered in Fernandina Beach, Florida, is a full-service insurance marketing organization focused on supporting quality insurance agents across the nation. For over 16 years, Compass agents have been helping seniors navigate their insurance options. In addition to Medicare products, the agency offers ACA and health-sharing plans. Through education and community involvement, Compass agents pride themselves on customer satisfaction and retention. As of 2022, the Compass team of nearly 1,000 agents has served almost 55,000 clients nationwide.

About Gott Professional Insurance Services

Gott Professional Insurance Services (GPIS) is headquartered in Sacramento, California. Established in 2007, GPIS provides insurance and financial products and services to specialized markets of federal, state, and municipal governments and small business employees. GPIS represents some of the largest insurance and financial companies in the country and continues to maintain its focus on educating clients through workshops and individualized information. In 2021, they served over 5,000 Americans and produced over $80 million in annual paid premium. For more information, visit www.gpis4u.org.

About Insurance Marketplace Agency

Insurance Marketplace Agency, headquartered in Portland, Oregon, is a young, diverse and mission-driven group with a fierce dedication to serving and supporting clients. Since 2015, Insurance Marketplace Agency has been one of a limited number of health insurance agencies selected by the state’s Department of Consumer and Business Services to receive grants to help Oregonians enroll in health plans. They assist eligible people in enrolling in state and federal financial assistance programs. They also have extensive partnerships in the community, which increase people’s ability to access care and services. For more information, visit healthplansinoregon.com.

About Anderson-Kent Insurance Agency

Anderson-Kent Insurance Agency, headquartered in Waco, Texas, is an agency focused on serving the Medicare needs of seniors in Central Texas. With a commitment to hard work and a dedication to finding the right solutions for clients, Anderson-Kent helps thousands of Americans make critical decisions about their health coverage and enjoy a more secure retirement.

About Senior Services of North America

Senior Services of North America (SSNA), headquartered on Long Island, New York, assists thousands of clients each year with their Medicare coverage options, as well as life insurance and wealth solutions. The agency’s alignment with senior organizations has helped create strong brand awareness within the ever-growing senior population. SSNA’s electronic capabilities and software help make enrollments into plans as effortless as possible for agents and the senior population. The agency takes pride in the 5-star mentoring, coaching and training they provide to agents and in helping them compete in the Medicare health market. SSNA strives to always be there when an agent needs them, as evidenced by the longevity of the agents they have on board. For more information, visit www.seniorservicesofnorthamerica.com or www.ssnaopportunity.com. SSNA is based in Melville, New York.

About Elevation Sales Coaching 

Elevation, founded in 2011, is based in Wake Forest, North Carolina, and is a leader in the simplified life insurance market. The agency also specializes in final expense, Medicare, annuities and retirement planning. To provide the best products and services, Elevation partners with leading carriers and focuses on developing agents and leaders to provide quality service in the senior market. In 2022, Elevation will serve over 150,000 clients and approach over $100 million in annual paid premium. For more information, visit www.elevation.market.

About Mason Insurance

Mason Insurance is an independent insurance agency based in Colleyville, Texas. Founded in 1998, Mason Insurance specializes in providing health insurance to the Medicare, individual ACA and small group markets. The agency works with clients throughout Texas and Oklahoma, and has helped thousands of individuals, families and small businesses navigate the complex health insurance landscape to find the best solutions for their needs. For more information, visit www.masoninsurance.net.

About Milner Financial

Milner Financial was founded over 60 years ago while working with life insurance carriers to help clients obtain the best possible coverage, regardless of medical history. Over the years, the influential firm has helped develop traditional carrier underwriting practices and assisted in designing the first-ever multi-company application processing system. It was also the first agency to pilot imaging and uploading systems for three of the nation’s largest life insurance carriers. As a BGA with extensive underwriting capabilities and experience, Milner Financial connects agents and advisors to the best carriers and products that address each client’s specific needs and goals. Producers can spend more time cultivating and strengthening client relationships. Milner Financial is based in Lawrenceville, Georgia.

About American Health Plans

American Health Plans is headquartered in Detroit, Michigan, and specializes in ACA, Medicare, life insurance, group health and ancillary coverage. American Health Plans helps and services thousands of Americans across the country with their health insurance needs, primarily by phone, in a quick, easy and seamless process. American Health Plans also trains and services agents across the country. For more information, visit www.americanhealthplansinsurance.com.

About Gladstone Wealth Partners

Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida.

About DeLong Sales Group

DeLong Sales Group was founded in 2015 and is headquartered in LaGrange, Georgia. They provide life insurance products coupled with expert guidance to their clients. The agency was founded as a mentoring platform to provide insurance agents with an engaging and efficient system centered on sustaining success. Their successful training and development programs have provided agents with coaching to help them build successful careers all while serving the insurance needs of thousands of Americans.

About Senior Solutions & Services

Senior Solutions & Services, headquartered in Chesterfield, Virginia, is an independent marketing organization that specializes in the senior market. Founded in 2011, Senior Solutions & Services has recruited and serviced independent agents, with a strong influence along the East Coast. With a reputation for creating opportunities and offering strategic business training for agents, Senior Solutions & Services has become a Medicare leader in the insurance industry. Each year, the company is proud to help thousands of seniors make more informed decisions about their Medicare needs.

About Easy Street

Easy Street Insurance is a full-service insurance agency headquartered in Indianapolis, Indiana. For more than 20 years, the company has helped thousands of seniors secure Medicare coverage that best fits their individual needs. Easy Street Insurance is recognized as one of the leading agencies in the Midwest focused on the senior market. Its experienced team of leaders and agents treats clients with the utmost respect, with quality service anchored by core values of honesty and integrity. For more information, visit www.easystreetins.com

About MediSource

MediSource is an independent insurance agency based in Little Rock, Arkansas. MediSource works with small business owners and a number of large corporations including regional banks, financial firms, hospitals and colleges to help their retiring employees transition into Medicare. MediSource was started in 2011 as Roulston Insurance Agency, with the objective to provide seniors with the best Medicare solutions available in the market. As business quickly grew, the agency’s name was changed to MediSource in 2018. Today, MediSource and its team of agents serve thousands of clients annually.

About Sellyei & Rundle

Sellyei & Rundle, headquartered in Tucson, Arizona, is an insurance agency focused on helping southern Arizona seniors find the best Medicare plan for their needs. Over the past two decades, Sellyei & Rundle has served over half a million clients. The agency’s leaders and agents are renowned for their strong commitment to supporting their clients and treating each one like family.

About Consolidated Marketing Group

Consolidated Marketing Group (“CMG”), headquartered in Knoxville, Tennessee, is an insurance agency that focuses on Medicare and supplemental planning solutions. Since 2010, CMG has been dedicated to providing exceptional agent training to ensure the agent’s success in the industry. As a trusted and loyal advisor, CMG has helped thousands of Americans throughout Tennessee and the Southeast receive the best insurance coverage available.

About The Insurance Superstore

The Insurance Superstore is an insurance agency founded in 2008 and headquartered in Colorado Springs, Colorado. Specializing in Medicare and the Affordable Care Act, they are known for their expert approach of empowering seniors to become educated decision-makers by teaching them about insurance and retirement solutions. Since its establishment, The Insurance Superstore has helped thousands of families throughout the states of Colorado, Nebraska, Arizona, Missouri and Florida. For more information, visit www.insurancess.org.

About Patriot Family Financial

Patriot Family Financial is a rapidly growing distributor of solutions for the senior market. Since 2018, the Fredericksburg, Virginia-based agency has helped thousands of Americans prepare for the future and get health and drug coverage that fits their needs. With agents located across the U.S. and a local virtual enrollment center, Patriot Family Financial reaches people nationwide. Patriot Family Financial is a certified Service-Disabled Veteran company and is known for its robust agent training and use of modern technology and enrollment platforms. The agency is committed to helping every customer find lasting security and peace of mind.

About Christian Brindle Insurance Services

Christian Brindle Insurance Services (“CBIS”) is an agency that specializes in Medicare and health insurance located in Sandy, Utah. Since its founding in 2016, CBIS has become a strong leader in the senior market, meeting the needs of thousands of clients. CBIS also administers the influential Seven Figure Medicare Agent Facebook Group with thousands of agents, the annual Six Figure Medicare Agent Conference and the Christian Brindle YouTube channel that educates agents on how to grow their business. As a rapidly growing IMO, CBIS has hundreds of contracted agents and is licensed to do business nationwide. The agency’s mission is to provide expert guidance to seniors in need of coverage and reliable support to the agents who serve them. For more information, visit www.christianbrindleinsuranceservices.com.

About Alliance Insurance Solutions

Alliance Insurance Solutions is an insurance agency headquartered in El Paso, Texas. Founded in 2009, AIS specializes in providing field support and resources to help agents succeed, including in-person training, marketing, in-house broker support and turnkey office spaces at no cost. With hundreds of broker agents across the United States and physical offices located throughout Texas, New Mexico and Nevada, AIS helps thousands of families annually with life, health and Medicare insurance products. For more information, visit www.ais-ep.com.

About The Porter Group

The Porter Group is a life and health insurance agency based out of Morehead, Kentucky. Through community networking and partnerships, the agency focuses on making a meaningful difference in the lives of the individuals it serves. The Porter Group takes the time to educate each client and guide them toward the products and services they need. This helps empower their clients to make more informed healthcare and life insurance choices. For more information, visit www.portergroupinsurance.com.

About Allen and Associates

Founded in 2010, Allen and Associates is a Medicare-focused insurance agency headquartered in Memphis, Tennessee. The agency provides expert education and a comprehensive review of benefits and policies — all to help Medicare beneficiaries find coverage solutions that fit their individual needs. Allen and Associates is a top-performing agency in the Memphis Tri-State area, serving seniors in more than 15 states. For more information, visit www.allenandassociates.agency.

About South Atlantic Management

South Atlantic Management, located in Anderson, South Carolina, specializes in life and health insurance products. Since 2009, South Atlantic Management has focused on building relationships that deliver results by providing the right products and services to agents. For more information, visit www.southatlanticmgt.com.

About Senior Health & Life Benefits

Senior Health & Life Benefits is an insurance agency headquartered in Savannah, Georgia, and is known for providing exceptional service and support to agents and clients. Since its founding in 1993, the agency has focused on providing seniors with Medicare and final expense insurance products, as well as solutions tailored to fit their specific needs. Senior Health & Life Benefits serves thousands of Americans annually, with licensed agents working in Georgia, Alabama, North Carolina, South Carolina, Virginia, Florida and California.

About River City Senior Benefits

River City Senior Benefits is an independent insurance agency focused on the senior market and headquartered in Chattanooga, Tennessee. The company is known for providing sincere and honest service to seniors. It offers customized solutions built around Medicare Advantage and Medicare supplement plans, final expense and annuity products. Since its founding in 2000, River City Senior Benefits has earned the trust of families throughout the Southeast, serving the states of Tennessee, North Carolina, Georgia and Alabama. For more information, visit www.seniorbenefitsolutionsinc.com.

About Stockton Agency

Stockton Agency is a senior market-focused insurance agency based in Bentonville, Arkansas. They provide Medicare Advantage and Medicare supplement products and expertise to seniors across 11 states. With more than 40 years of experience and a deep passion for service, Stockton Agency and its committed team of agents are proud to have helped thousands of Americans get the solutions they need for a more secure retirement.

About Ballard & Associates

Ballard & Associates, LLC, is an independent marketing organization headquartered in Fulton, New York. They specialize in providing a wide range of products, including Medicare Advantage, Medicare supplements, final expense, life insurance, ACA and ancillary coverage. Founded in 2008, they have grown to serve thousands of Americans not just in New York, but throughout the country with their insurance needs. For more information, visit www.ballardassoc.com.

About Community Care Agency

Community Care Agency is an insurance agency built to serve and support Asian-American agents and consumers. The firm was originally founded in St. Louis, Missouri, and is now headquartered in Dallas, Texas. With its specialized focus on the Asian-American market, Community Care Agency works to eliminate language barriers, educate agents in their native dialects, and adhere to exceptional standards of service. The agency’s team of multilingual agents have served thousands of seniors throughout the nation.

About INS Marketing Systems

Based in DeSoto, Texas, INS Marketing Systems is a leading regional distributor of life and health insurance that also delivers competitive edge solutions for retirement planning. The agency provides thousands of Americans with innovative products for their life and health needs, meeting them across the kitchen table, by phone or online. INS Marketing Systems has partnered with industry leaders to offer cutting-edge technology that streamlines the insurance experience for customers and agents alike. The agency is home to over 10,000 insureds annually, as well as hundreds of agents who are ready to assist customers to the highest degree. As part of a family-owned and operated, multi-generational agency, the INS Marketing Systems team strives to treat everyone they serve like one of their own. Their agents and customers are always captivated, never captive.

About Invictus Marketing Solutions

Invictus Marketing Solutions is a preeminent independent marketing organization (IMO) headquartered in Jefferson City, Missouri. Co-founded by Scott Amos and Travis LePage in 2015, the company specializes in Medicare supplement and Medicare Advantage plans. Initially established to equip property and casualty agents with health insurance solutions, Invictus has evolved into a client-focused organization driving innovation in the healthcare insurance sector. The company’s commitment to empowering agents and advocating for clients has cemented its reputation as an industry leader, providing effective and tailored insurance plans to meet individual and family needs. For more information, visit www.invictushealthandwealth.com.

About Legacy Protectors Life Group

Legacy Protectors Life Group, headquartered in Sarasota, Florida, is a leader in simplified issue life insurance. The agency focuses on mortgage protection, final expense insurance, and safe money retirement. Under the direction of a dedicated and dynamic leadership team, Legacy Protectors Life Group has grown nationwide and has placed over 100,000 policies. The agency understands that insurance truly is a “people business,” and attributes its growth and success to recruiting exceptional leaders with strong core values who treat everyone they serve like family.

About LP Insurance Marketing Group

LP Insurance, based in Hartford, Connecticut, is a leading insurance agency initially founded to serve and support the Latino community. The agency is known for its diversified team of agents, who come from a variety of cultural backgrounds. LP Insurance places a strong emphasis on agent compliance with Medicare regulations, agent education, and creating a close-knit, family-like work environment. With its specialized focus on diverse markets, LP Insurance strives to meet the individual needs of both agents and consumers and provide the highest levels of personalized service. For more information, visit www.lpinsurancemg.com.

About Prosper with Purpose Financial

Prosper with Purpose Financial, headquartered in Doral, Florida is one of the biggest and fastest growing insurance brokerages in the United States. Prosper with Purpose Financial helps tens of thousands of families each year protect their life, health and wealth with a commitment to treat every client as family. Prosper with Purpose Financial has built a tech-infused culture where they prioritize simplicity and meeting their clients wherever they are — in person, over the phone and online. Prosper with Purpose Financial’s commitment to empowering agents and advocating for clients has cemented its reputation as an industry leader, providing custom tailored insurance solutions to meet every client’s needs. For more information, visit www.fflprosperwithpurpose.com.

About the American Academy of Estate Planning Attorneys

The American Academy of Estate Planning Attorneys is a national organization dedicated to transformation and empowering estate planning attorneys with the tools, services and systems they need for professional success. Co-founded in 1993 by Robert Armstrong and Sanford M. Fisch, the Academy is headquartered in San Diego, California. It has revolutionized the estate planning sector by emphasizing the need for both technical legal skills and business acumen. The Academy offers an array of services and training, including marketing, practice management, CRM software and document creation software, as well as a world-class legal education department. The Academy also has two summits per year and legal education throughout the year to help members keep abreast of evolving estate planning laws. With a wealth of real-world solutions, the American Academy of Estate Planning Attorneys has become the go-to resource for estate planning attorneys nationwide. For more information, visit www.aaepa.com.

About Health & Wealth Agency

Headquartered in Parkland, Florida, the Health & Wealth Agency stands as a fast-growing leader in life and health insurance distribution. The firm also provides pioneering solutions for wealth management and retirement planning. With a robust force of agents and advisors and a steadfast focus on outstanding service, the agency meets the needs of over one million clients each year. For more information, visit www.fflhealthandwealth.com.

About Senior Med Benefits

Senior Med Benefits, headquartered in Fruit Heights, Utah, is a Medicare agency providing quality services to thousands of clients in the senior market. They pride themselves on being knowledgeable Medicare agents who care deeply about their clients and community. Service is their focus and they believe in providing quality service with every phone call, online, or in-person interaction with seniors in their community. As an agency, they are committed to treating all agents and clients like family. For more information, visit www.srmedbenefits.com.

About Inspire Insurance Group

Inspire Insurance Group is a leading insurance agency based in Phoenix, Arizona, with a strong focus on agent training and development, coupled with attentive client service. The firm specializes in delivering final expense, mortgage protection and retirement solutions to American families nationwide. Since its founding, Inspire Insurance Group has grown rapidly and now has a network of hundreds of agents working across the country. The agency serves thousands of families annually with their life insurance needs.

About Living Hope Life Group

Living Hope Life Group is a trailblazing insurance marketing organization headquartered in Greenville, South Carolina. The company is proud to offer comprehensive life insurance and retirement planning services. With an expansive network of hundreds of dedicated agents, Living Hope Life Group extends its expertise to tens of thousands of families annually, ensuring their life insurance and retirement planning needs are met with precision and care. Services are offered both in person and over the phone, providing flexibility and convenience for clients. In addition, the company’s agents are equipped with state-of-the-art technology, innovative marketing resources and top-tier training, further enhancing their ability to provide exceptional service. The team at Living Hope Life Group is focused on more than just providing insurance — they’re committed to providing hope, security and incredible career opportunities for aspiring professionals.

About Forefront Agency

Forefront Agency, based in Austin, Texas, is a dynamic insurance agency specializing in life insurance solutions, including indexed universal life and final expense. The agency is committed to addressing the unique needs of each client. With hundreds of agents, Forefront Agency is dedicated to providing a high level of personalized service, ensuring that thousands of families receive comprehensive financial protection. The agency’s focus on integrity, professionalism and personalized attention has solidified its reputation as a trusted provider of life insurance solutions.

About Hemati Insurance Agency

Hemati Insurance Agency has rapidly become a key and influential player in the insurance industry. The Austin, Texas-based agency focuses on empowering its agents, thereby ensuring the best possible service for its clients. Hemati Insurance Agency consistently provides in-depth training, resources and support designed to help its team of hundreds of agents work more efficiently and effectively. It is also committed to delivering a wide range of personalized solutions that help protect more than 20,000 American families annually.

About JST Financial

JST Financial is a leading insurance agency based in Mansfield, Texas. The JST Financial team is committed to providing high-quality insurance services to help families secure their financial future. JST Financial provides life, health and wealth solutions through a nationwide network of thousands of agents in all 50 states. The JST team is constantly focused on recruiting sales professionals, entrepreneurs and ambitious individuals to its fast-growing broker platform.

About Delmarva Benefit Group

Delmarva Benefit Group is a Delaware-based insurance agency specializing in annuities, Medicare, life insurance and ACA healthcare solutions. Their hands-on personal approach allows them to provide customized solutions for a client’s unique insurance needs. Delmarva Benefit Group is certified to sell on the federal insurance exchange and is equipped to assist clients with questions or enrollments. For more information, visit www.delmarvabenefitgroup.com.

Headquartered in Houston, Texas, WTP Agency was founded by Rodolfo and Cecilia Vargas, an inspiring couple whose journey from El Salvador to the USA is a testament to resilience, hard work, and the pursuit of the American dream. In 2023, WTP Agency proudly extended support to 15,000 families, providing them with invaluable financial security. The company sold more than $20 million in annual premiums, signifying not only the scale of its outreach but also the tangible difference it makes in the lives of those they serve. Moreover, with a focus on nurturing talent, WTP Agency has licensed over 5,000 agents, highlighting its dedication to fostering expertise and expanding its reach to positively impact even more lives in the future. WTP Agency has efficiently expanded in 49 states across the U.S. and Puerto Rico.

Established in 2006, SoundadviceMD is an insurance agency specializing in Medicare insurance and senior benefits through innovative telephony and digital document management tools. As a dedicated provider of technology, marketing and training resources, the company is committed to empowering hundreds of affiliated insurance agents and agencies. With a track record of excellence and a pioneering forward-looking approach, SoundadviceMD continues to be at the forefront of transforming the insurance landscape and ensuring that their thousands of clients receive the best possible support and solutions. SoundadviceMD is located in Owings Mills, Maryland. For more information, visit www.soundadvicemd.com.

About International Financial Group

International Financial Group, headquartered in Las Vegas, Nevada, is a leading distributor of life and health insurance renowned for its innovative wealth management and retirement planning approach. Established with a vision to provide unparalleled service, International Financial Group has swiftly grown to serve thousands of American families annually, generating millions in annual premium through the dedication of hundreds of writing agents.

About New Benefits & Financial Services

Located outside of Chicago, Illinois, New Benefits & Financial Services (“NBFS”) was founded with the goal of helping seniors and veterans nationwide with life insurance, Medicare, supplemental and retirement planning services. The agency has since become renowned for using grassroots and virtual marketing strategies to better reach clients and clinics in the areas it serves. With a strong team of licensed and experienced agents serving as powerful advocates for the senior and veteran communities, NBFS provides clients with best-in-class service, education and personalized support.

About Solidity Insurance Group

Solidity Insurance Group is a leading distributor of life, annuities and health insurance headquartered in Chelmsford, Massachusetts. Since its establishment, the agency has specialized in coaching and mentoring hundreds of agents, fostering expert talent nationwide. Solidity Insurance Group takes great pride in helping families prepare for the future, with a special focus on serving underserved communities.

About CDA Insurance Solutions

CDA Insurance Solutions is a leading insurance agency headquartered in Roma, Texas, specializing in a comprehensive suite of insurance solutions, including Medicare Advantage, Medicare supplements, Affordable Care Act plans, hospital indemnity and life insurance. With a widespread presence across southern Texas and beyond, the agency delivers exceptional services to diverse markets, with a particular focus on underserved communities. Through innovative technology, marketing strategies and a deep-rooted commitment to community outreach, CDA Insurance Solutions stands as a beacon of trust and reliability in the insurance landscape.

About MoneySmartMovement

MoneySmartMovement, headquartered in Dallas, Texas, is a distinguished financial services agency at the forefront of leadership development and business scaling for insurance agents. With a network of over 6,000 diverse agents nationwide, MoneySmartMovement stands as one of the fastest-growing agencies in the U.S., committed to meeting the financial insurance needs of families and individuals. The agency serves thousands of Americans annually. For more information, visit www.moneysmartguy.com.

About Solid Financial Plan

Headquartered in Houston, Texas, Solid Financial Plan is a respected leader in delivering simple and powerful retirement solutions to middle-American families. Specializing in Indexed Universal Life (IULs) and Fixed Index Annuities (FIAs), the agency offers personalized financial planning tailored to each family’s needs. In addition to being a life insurance agency serving thousands of families annually, Solid Financial Plan is committed to supporting agents and clients in achieving financial security. For more information, visit www.solidfinancialplan.com.

About Unity

Over the course of its two-decade history, Unity has become a beacon of innovation and excellence in the insurance industry. The Austin, Texas-based agency, has grown to support 11,500 licensed agents and has impacted the lives of more than 90,000 clients by providing a wide range of life insurance and annuity solutions. Unity transcends traditional boundaries of insurance. The firm specializes in bringing new professionals into the industry and developing them into successful independent brokers, creating unmatched opportunities for growth and empowerment. With a culture steeped in unity and a relentless drive toward excellence, Unity agency is redefining what it means to build a successful, service-driven legacy. For more information, visit www.phpunity.com.

About Axxess Benefit Consultants

Axxess Benefit Consultants is an independent insurance agency based in Atlanta, Georgia. With agent representation spanning across multiple states in the Southeast, the agency specializes in providing Medicare and life insurance consultation tailored to each client’s specific needs. Axxess Benefit Consultants has helped thousands of Americans with a continued commitment to building client-agent relationships and delivering one-on-one service with compassion and integrity. For more information, visit www.axxessbenefits.com.

About Nobility Financial

Nobility Financial, founded in 2011 and headquartered in Carrollton, Texas, stands out in the insurance industry for its innovative approach to professional development and client services. Specializing in retirement planning and life insurance solutions, Nobility Financial has made a significant impact by helping thousands of clients navigate their financial futures. The agency is renowned for its unique programs that train second-career professionals — particularly couples — in scaling their own agencies efficiently. With a mission to improve clients’ retirement planning and strengthen family bonds through shared entrepreneurial ventures, Nobility Financial embodies a dedication to service, personal growth and community support. For more information, visit wealth.nobilityfinancial.com/.

About Strachan Health Insurance Partners

Strachan Health Insurance Partners is a distinguished independent agency established in 2013 as the division of Strachan-Novak Insurance Services, a three-generation family business dating back to 1948. Headquartered in Twinsburg, Ohio, Strachan Health Insurance Partners is a leading provider of Medicare Advantage and Supplement plans, as well as life insurance solutions. Known for its strong community presence and dedication to a consultative and client-first approach, Strachan Health Insurance Partners works to deliver comprehensive coverage solutions tailored to each client’s needs. The agency serves thousands of clients annually and exemplifies the power of integrity, expertise and a personalized touch in the insurance industry. For more information, visit www.sn-insure.com.

About SOS Financial Agency

SOS Financial Agency, based near Silver Spring, Maryland, is an independent insurance agency focused on providing licensed professionals and clients with life insurance products and financial solutions. With a robust and diverse representation spanning 21 nationalities, SOS Financial Agency operates as a beacon of hope for those seeking reliable and comprehensive financial guidance. The agency serves thousands of clients annually with a profound commitment to integrity, family and community service. For more information, visit success.soldoutservant.com.

About Gruening Health & Wealth

Gruening Health and Wealth is an independent agency committed to enhancing the lives of Americans nationwide with Medicare and retirement planning solutions. Located in both Springfield, Illinois and Nashville, Tennessee, Gruening Health and Wealth is on a rapid growth trajectory, continually expanding its team of expert agents with development training and growth opportunities. The agency educates over 50,000 Americans about their health and wealth needs annually with integrity, compassion and through innovative digital and in-person platforms. For more information, visit www.grueninghealthwealth.com.

About Northern Ohio Health and Wellness Benefits

Northern Ohio Health and Wellness Benefits focuses on providing exceptional client service and innovative insurance and financial services solutions. Established in 2015, the Toledo, Ohio-based agency offers a wide range of insurance and financial products to clients nationwide, with a specialized emphasis on Medicare and comprehensive planning solutions. Northern Ohio Health and Wellness Benefits is renowned for its tailored approach to client needs. It features a significant portfolio of carriers while fostering a culture of integrity and excellence, and prioritizing client education and empowerment. The agency’s commitment to personalized service has enabled it to serve thousands of clients, helping them navigate complex insurance decisions with ease and confidence. For more information, visit northernohiohealthandwellnessbenefits.com.

About IDEA Insurance Agency

IDEA Insurance Agency, headquartered in Orlando, Florida, is one of the fastest growing health and life insurance agencies in central Florida — providing innovative solutions for Medicare clients, life and health insurance plans, final expense and retirement planning. The agency takes pride in providing the best care and protection possible to their clients. In addition, they support agents with robust training platforms, CRM technology and an online university, helping agents to boost their career. IDEA Insurance Agency thrives on its company’s values of I-CARE: intentional, commitment, accountability, results-oriented and excellence. For more information, visit www.ideainsuranceagency.com.

About Allegiance Financial Group

Founded in 2015 and based in Bel Air, Maryland, Allegiance Financial Group has established itself as a strong and rapidly growing leader in the insurance market. Specializing in indexed universal life (IUL), mortgage protection and annuities, the agency supports thousands of clients annually and places millions in annual premiums. With a large network of agents nationwide, Allegiance Financial Group is dedicated to uplifting the careers of its agents through superior training, competitive compensation and cutting-edge lead generation techniques.

About Gosen Insurance Group

Gosen Insurance Group, based in Kissimmee, Florida, specializes in providing Medicare insurance solutions to the Hispanic community. The company excels in training and supporting agents, helping them build sustainable careers centered on the highest levels of service. Gosen Insurance Group has been recognized as one of the fastest-growing agencies focused on meeting the underserved needs of the Hispanic market. In recent years, the agency has diversified its business by expanding into the ACA and life insurance markets, leading to significant growth. Gosen Insurance Group and its partners focus on assisting families with proper guidance and helping them understand and access available services and programs. For more information, visit www.goseninsurance.com.

About Power Team Financial Services

Power Team Financial Services is a dynamic and inclusive financial services company dedicated to empowering underserved communities across America. Based in Corona, California, the agency has a passionate commitment to diversity and bridging the financial gap for marginalized groups — particularly Hispanics and immigrants. With thousands of agents spanning multiple states and comprised mostly of couples, Power Team Financial Services is built on a common vision of fostering financial well-being for all as it serves the life insurance and retirement planning needs of thousands of families. The agency’s leaders and agents take pride in their community-focused approach, striving to build lasting relationships and create opportunities that empower individuals and families to achieve their financial goals.

About Comprehensive Benefits

Comprehensive Benefits is a leading health insurance agency headquartered in St. Louis, Missouri, and specializing in Medicare Advantage, ancillary products, supplemental insurance plans, final expense and cancer plans. The agency was established in 2014 with a mission to provide robust support to independent agents, help them navigate the complexities of the insurance industry and grow their businesses. Today, the agency’s team of dedicated agents operates in dozens of states serving thousands of clients. Comprehensive Benefits works to ensure that clients receive the highest level of service from experienced professionals. The agency is committed to delivering tailored solutions that meet the diverse needs of the communities it serves. For more information, visit www.mycompben.com.

About JHA Health Advocates

JHA Health Advocates is a leading health insurance agency dedicated to delivering personalized Medicare and individual health insurance solutions. Based in New Jersey, the agency is built on a foundation of integrity, professionalism and a deep commitment to client service, ensuring that each client receives the highest level of care and support. The experienced team of professionals at JHA Health Advocates work to make healthcare more accessible and easier to understand for everyone, with a special focus on serving the Korean American community. The agency’s expertise spans across Medicare, individual health insurance and supplemental insurance products, offering clients access to comprehensive coverage options tailored to their specific needs. For more information, visit www.jhahealth.com.

About Senior Insurance Solutions

Based in Cleveland, Tennessee, Senior Insurance Solutions is a respected leader in the senior health and life insurance market. Founded in 2008 by industry veteran Jacob Anderson, Senior Insurance Solutions has grown into a dedicated team of professionals serving agents and consumers in 40 states. With a client-first philosophy and focus on Medicare education, Senior Insurance Solutions has empowered thousands of seniors with the knowledge they need to choose the right health and prescription drug coverage, as well as life insurance. The agency is renowned for its integrity, commitment to excellence and unwavering dedication to treating customers with the utmost respect and care. For more information, visit www.teamsis.com.

About SSIP

Senior Security Insurance Partners (SSIP) is a leading insurance agency headquartered in Mansfield, Ohio, specializing in health, life, retirement, long-term care and legacy planning. Committed to impacting lives one person at a time, SSIP provides personalized insurance solutions while fostering a team-oriented environment that encourages leadership and growth. Beyond insurance, SSIP actively supports local schools, donates to charities and collaborates with international organizations. As a partner of Integrity, SSIP leverages advanced resources to expand its presence as a national leader. For more information, visit www.1ssip.com.

About Kalsi Insurance Agency

Kalsi Insurance Agency is a leading independent insurance agency headquartered in Southern California, specializing in senior health insurance and financial services. Founded in 2018, the agency is dedicated to serving local senior markets and immigrant communities by simplifying the complexities of healthcare and providing personalized insurance solutions. With a strong team of agents, Kalsi Insurance Agency proudly serves thousands of clients annually and focuses on delivering care and resources that enhance their quality of life. For Kalsi Insurance Agency, “putting the ‘care’ into senior healthcare” is more than just a motto — it’s a deep commitment to tailor solutions that meet the unique needs of every client.

About C. Ash Group

C. Ash Group is a leading insurance agency based in Cleveland, Ohio, specializing in Medicare, Medicare Supplements, life insurance, annuities, and hospital indemnity plans. Founded in 2010, the agency is dedicated to empowering individuals and families with personalized insurance solutions that prioritize integrity, community support and lasting relationships. C. Ash Group works to help families and individuals make informed decisions about their financial and healthcare needs, offering expert guidance and compassionate service from a team of dedicated agents. The agency serves diverse communities by simplifying complex insurance options and focusing on building trust and positive impacts. For C. Ash Group, growth is driven by a mission to change lives and support those in need. For more information, visit www.gocashteam.com.

About Family Financial and Insurance Services

Family Financial and Insurance Services is a leading independent insurance agency based in Arcadia, California, specializing in life insurance, and retirement planning and solutions. Founded in 2015, the agency is dedicated to helping families build protection portfolios that provide financial security at every stage of life. Family Financial takes pride in simplifying complex insurance choices, offering personalized solutions that meet the specific needs of each client. With a strong team of agents, Family Financial serves thousands of clients each year, focusing on delivering care and support that enhances quality of life. For Family Financial, protecting the future of American families is more than a service — it’s a promise to be there to help guide them every step of the way.

About Simpler Horizons

Simpler Horizons Insurance Solutions is a leading Medicare-focused agency dedicated to helping seniors navigate their healthcare options with ease and confidence. Since 2012, Simpler Horizons has provided personalized Medicare solutions to thousands of seniors nationwide. The agency’s team of licensed agents is committed to simplifying the Medicare process, offering year-round support, education and tailored guidance. As a trusted community partner, Simpler Horizons goes beyond the enrollment process, ensuring clients have the knowledge and resources they need to make informed decisions throughout their healthcare journey. For Simpler Horizons, simplifying Medicare is more than a mission — it’s a promise to be there every step of the way. Simpler Horizons is located in Los Angeles, California. For more information, visit www.simplerhorizons.com.

About Community Insurance Partners

Community Insurance Partners is a trusted Medicare-focused insurance agency serving the Gulf Coast region. Founded in 2010, the agency helps individuals navigate the complexities of Medicare through personalized solutions and a relationship-centered approach. With a focus on building trust and delivering compassionate service, Community Insurance Partners empowers clients to make informed healthcare decisions. The agency’s experienced team is committed to going beyond insurance, offering clients access to essential community resources that enhance their wellbeing. For Community Insurance Partners, improving lives through service is more than a goal — it’s the foundation of everything they do. Community Insurance Partners is located in Mobile, Alabama.

About TGA Financials

TGA Financials is a leading insurance and financial services agency based in The Woodlands, Texas. Founded in 2009 by Jose and Marlene Gaytan, TGA Financials provides life insurance, annuities and retirement solutions to a wide range of consumers, with a specialized focus on serving diverse communities. TGA Financials has a large and fast-growing network of licensed agents in dozens of offices and is dedicated to empowering individuals and families to achieve financial security. For TGA Financials, serving the community is more than business — it’s a commitment to build lasting legacies. For more information, visit www.awakentheleader.com.

About Innovative Underwriters

Innovative Underwriters, LLC, is a wholly-owned subsidiary of The Guardian^® Life Insurance Company of America with nearly 50 years in the industry as a brokerage general agency committed to helping insurance producers serve their clients. Innovative Underwriters provides access to a robust suite of nonproprietary products from a diverse set of top-rated carriers. Their unique guidance helps professionals compete in today’s challenging market environment and their dedicated teams are committed to providing guidance through each case – regardless of size – every step of the way. Through experience and relationships, they know which carrier to approach to best serve each individual case. They work directly with the carriers on behalf of professionals and their clients to reach an offer. They have all the resources needed to protect all clients. For more information, visit www.innovativeunderwriters.com.