Annuity Wholesale Companies in So Cal

R. Paul Aguirre · 07-09-2009, 06:59 PM

Can you guys point me in the direction of some good wholesale companies in the southland? We are looking for a few different to interview for a large client of ours. Our owner wants to meet with them so it must be localish. SD to LA and all points east and west. Any help would be much appreciated.

insuranceexec · 07-10-2009, 09:45 PM

Surely you must have a Sams Club or Costco close. Have your boss go and interview them.........JK

Why does he want them to be local?

R. Paul Aguirre · 07-12-2009, 12:58 AM

He likes to meet face to face, training opportunities, and the like.

Ichiban · 07-13-2009, 02:27 PM

I am assuming you are talking about annuity wholesalers/IMO's/FMO's Dunhill Marketing is in that area. They are a good group.

Dunhill Marketing & Insurance Services, Inc. - Home

R. Paul Aguirre · 07-15-2009, 01:43 PM

Originally Posted by Ichiban

I am assuming you are talking about annuity wholesalers/IMO's/FMO's Dunhill Marketing is in that area. They are a good group.

Dunhill Marketing & Insurance Services, Inc. - Home

My manager has history with Tony the owner. She says they are good people just something had gone wrong in the past.

Ichiban · 07-15-2009, 06:45 PM

Oh that is too bad.

Really the only other one I know of is Managed Asset Protection. Dean Lichter is the guy who runs it. I have atlked to him a few times. He seems like he knows his stuff.
If you are willing to go Northern California I could probably give you a couple of other suggestions like National Brokers Alliance etc.

If you need contact info I could probably find a business card. Send me a message and I will dig it up if you want it.

Well good luck. I hope you find a good match.

R. Paul Aguirre · 07-15-2009, 08:44 PM

Well annuity advisors, platinum, and there is another one in Colton that I have found so far. Thanks though

***Sam*** · 07-15-2009, 10:30 PM

Lifepro is local to you too.

dwalker247 · 08-02-2009, 11:42 AM

Jackson National has an external sales force that covers your area. Let me know if you'd like me to set up a meeting with your outside guy, as I live in the area.

atlantainsguy · 08-03-2009, 01:56 PM

The two I'm most familiar with are CPS in Orange Co. and LifePro in SD. Bill Zimmerman has run an excellent FMO with LifePro for several decades. I know some of his brokers, and they like doing business.

Atlantainsguy