Our Partners

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.

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.

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.

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 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.

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.

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 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.

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.

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.

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.

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 a in-depth understanding of the market, they have become a profoundly well-regarded company in the industry.

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.

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

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.

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, NC 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 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.

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, N.C.-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

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 themselves in the Senior Market Services industry.

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.

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 Medicare Advantage Specialists

Founded in 2004, Medicare Advantage Specialists 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.

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.

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.

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 their products through a vast network of agents across the U.S. with great profit under their belt.

NASB is a company with strong values and goals. As an undisputed leader in the final expense market, their drive to make a different in their fellow American’s lives has been fulfilled.

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.

About ThomasArts

ThomasArts, headquartered in Salt Lake City, Utah with 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.

About Family First Life USA

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

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.

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.

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 Family First Life Tri-State

Family First Life Tri-State 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.

About Senior Benefit Services

McNerney Management Group provides life and health insurance products to the senior market through two distinct divisions: Senior Marketing Specialists and Senior Benefit Services. Senior Marketing Specialists is an independent agent brokerage assisting and educating agents in all 50 states to help clients make the best insurance decisions. Senior Benefit Services is its career agent group with field offices throughout the country. McNerney Management Group was founded in 1979 and is headquartered in Columbia, Missouri.

About Senior Marketing Specialists

McNerney Management Group provides life and health insurance products to the senior market through two distinct divisions: Senior Marketing Specialists and Senior Benefit Services. Senior Marketing Specialists is an independent agent brokerage assisting and educating agents in all 50 states to help clients make the best insurance decisions. Senior Benefit Services is its career agent group with field offices throughout the country. McNerney Management Group was founded in 1979 and is headquartered in Columbia, Missouri.

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.

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.

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 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 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

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 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 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 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 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.

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 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 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 SeniorCare Benefits

SeniorCare Benefits is headquartered in Sunrise, Florida, with agents located across the United States. They are a rapidly growing direct-to-consumer tele-sales agency that works with some of the leading carriers in the industry. Utilizing technology and cutting-edge data analytics, SCB agents assist Medicare-eligible individuals with their broad insurance needs. Through ongoing consumer engagement, they educate their customers to make sure that plan benefits are both understood and utilized to provide greater financial stability and to help them live healthier lives.

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 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 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 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 Wisonville, 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.

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 Roberts Alliance

Roberts Alliance, headquartered in Lewisville, Texas, has a nationwide fleet of insurance agents that help thousands of people across the U.S. access the coverage that they need. They provide excellent training and resources for aspiring agents to network their way into the market, having fun, making money and making a difference every step of the way.

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.

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.

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 throught the healthcare coverage journey.

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 Theodore Group

Theodore Group, headquartered in Kissimmee, FL, 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. For more information, visit www.theodoregroup.info.

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.

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 premium 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.

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.

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. For more information, visit www.garityadvantage.com.

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 www.communityconnectionsoutreach.com.

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.

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. For more information, visit www.bchlife.com.

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. For more information, visit www.osborninsurancegroup.com.

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 10 years, allowing them to provide stellar contract, product and process expertise.

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 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.

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.

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. For more information, visit www.greenhillmgmt.com.

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.

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.

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. For more information, visit www.hovisandassociates.com.

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.  For more information, visit www.annexus.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. For more information, visit www.gladstonewealth.com.

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.

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.

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, CA. 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 www.insurancemarketplaceagency.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.

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 The Milner Agency

The Milner Agency 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, The Milner Agency 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.

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.