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| Contact Name: |
Philip S. Zima, RFC |
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| Agency Name: |
CC Brokerage, LLC |
| Address: |
3421 North Causeway Boulevard
Suite 401 |
| City: |
Metairie |
| State: |
Louisiana |
| Phone: |
504-837-7177 Toll-Free: 800-522-9471 |
| Fax: |
504-837-7311 |
| Email: |
philip.zima@compasscapitalweb.com |
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| Experience |
| Philip S. Zima, LUTCF, RFC a licensed insurance agent in the states of Alabama, Mississippi, Louisiana and Texas also holds the National Association of Securities Dealers (NASD) Series 6, 7, 63 and 66 licenses. Specializing in the individual disability and long term care market, Phil is the Managing General Agent of CC Brokerage, LLC. An active member of the National Association of Insurance and Financial Advisors, unanimously elected to the New Orleans Chapter’s Board of Directors in May, 2003, he is also a member of the National Association of Health Underwriters. Phil is considered by his peers as one of the Gulf South’s premier individual disability specialists and regularly conducts continuing education classes and seminars throughout the Gulf South in his specialty.
Phil, his wife Beth of 27 years, daughter Anne Marie and son Nicholas have been residents of the New Orleans, LA area since 1994.
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| Considered by his peers as one of the Gulf South’s leading specialists in individual disability matters, he has been appointed Master General Agent for the states of Louisiana and Mississippi by the Standard Insurance Company.
Phil is a Registered Financial Consultant (RFC) and holds the National Association of Securities Dealers Series 6, 7, 63 and 66 licenses. |
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| Contact Name: |
Kenneth Sapon R.Ph., LUTCF |
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| Agency Name: |
Champion Agency, Inc. |
| Address: |
8801 Horizon Blvd.
Suite 320 |
| City: |
Albuquerque |
| State: |
New Mexico |
| Phone: |
505-265-8511 Toll-Free: 800-274-0433 |
| Fax: |
505-265-8513 |
| Email: |
ken@champion-agency.com |
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Ken joined Champion Agency, Inc. in 1984 as VP and CMO.
Champion Agency, Inc. has just celebrated its 25th year of business. The agency provides quality, multi-company product lines. Strict due diligence is adhered to with all companies. Specializing in life, disability, qualified pension plans, and annuities to brokers and agents throughout the Southwest. As an independent brokerage agency, Champion Agency, Inc. searches out and expands product offerings to help agents and brokers get the best products and the best rates for their clientele. |
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| Ken Sapon specializes in Disability, Estate, and Business planning. He has served on marketing boards of Security-Connecticut Life and Royal Maccabees Life. Currently he is serving on the product development board of Pacific Life. Ken Sapon as a LUTCF has taught Disability Sales and the Advanced Sales classes. Ken has conducted over 50 continuing education seminars throughout the Southwest. |
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| Contact Name: |
E. Gregory Jachelski, CLU, RFC, LUTCF |
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| Agency Name: |
Financial Solutions Group |
| Address: |
5114 Dorsey Hall Dr.
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| City: |
Ellicott City |
| State: |
Maryland |
| Phone: |
410-995-4969 Toll-Free: 800-995-6532 |
| Fax: |
410-995-4982 |
| Email: |
greg@fsgbrokerage.com |
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| Greg is Founder & President of Financial Solutions Group, Inc.; an Independent Brokerage General Agency, which specializes in the sale of disability income insurance, long term care insurance and other related insurance coverage’s. Prior to establishing Financial Solutions Group, Inc., Greg was with The Berkshire Life Insurance Company for 20 years. He started with Berkshire Life in a dual capacity as a Million Dollar Round Table Producing Agent & Brokerage Manager for Berkshire Life’s Baltimore, MD Agency. He then became the General Agent for Berkshire Life’s Washington, D.C. Agency. Greg served Berkshire Life as a General Agent for eleven years and was the recipient of numerous company and industry awards. In 1974, prior to joining Berkshire, Greg started as Special Agent for Prudential Life Insurance Company, where he soon qualified for The Million Dollar Round Table and received the National Sales Achievement & Quality Award. |
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| Greg is Co-Founder of the Baltimore Health Underwriters Association. He is also a seven times Moderator for LUTC`s Disability Income Course and has served as a member of the Contents & Review Committee for LUTC`s Disability Income Course. Greg actively supports local Life & Health Underwriters Groups. He is a frequent guest speaker at many local insurance agencies, financial planning firms, CPA firms and local N.A.I.F.A. chapters; providing continuing education for disability, long term care & related coverage’s. |
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| Contact Name: |
Michael Plaks, RHU |
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| Agency Name: |
Plaks Brokerage Services, Inc. |
| Address: |
7540 NW 5th Street
Suite 6 |
| City: |
Plantation |
| State: |
Florida |
| Phone: |
954-587-1002 Toll-Free: 866-863-9051 |
| Fax: |
954-587-0907 |
| Email: |
michaelp@plusgroupus.com |
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| Michael has been a disability income specialist for the past 25 years. Upon graduation from Ohio University in 1973, Michael moved from Athens, Ohio to Ft. Lauderdale, FL. He was in personal production with Equitable Life for a few years then joined Paul Revere Insurance Group as a brokerage representative in 1978. He worked his way up to General Manager of the Paul Revere Ft. Lauderdale/Miami agency, a position held from 1986 to 1995.
Michael founded Plaks Brokerage Services, Inc. in 1996 with the goal of providing personalized service to the disability insurance brokerage community in South Florida and throughout the state. PBS, Inc. continues to provide excellent service coupled with extensive sales and field underwriting expertise while maintaining the personal touch not readily found in today’s business environment.
Michael’s professional credentials include: Registered Health Underwriter, Life Underwriters Training Council moderator for DI, Continuing Education moderator for DI, Gold Coast Health Underwriters Treasurer, and guest expert on local radio and television programs discussing disability income insurance.
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| Contact Name: |
George G Davidson, CLU, ChFC, RHU |
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| Agency Name: |
SecuraDI Consultants, LLC (SDIC) |
| Address: |
Parkdale IV
5353 Gamble Drive, Suite 300 |
| City: |
Minneapolis |
| State: |
Minnesota |
| Phone: |
952-224-5400 Toll-Free: 800-335-7544 |
| Fax: |
952-224-5409 |
| Email: |
georged@plusgroupus.com |
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| George is a nationally recognized expert on disability income insurance and has been a frequent speaker at regional and national trade meetings. In March, George will be a presenter at the John Hewitt & Associates 11th Annual Dynamics of Disability Strategic Management Seminar in Bonita Springs, FL.
Entering the financial services industry as an agent in 1982, George quickly gravitated to the insurance brokerage, joining Provident Life & Accident in 1984. George’s career with Provident included his working as a Brokerage Consultant, District Manager and finally the Branch Manager of one of Provident’s largest DI brokerage offices in Minneapolis, MN.
In April of 1995, George left Provident to start an independent brokerage agency focused on helping financial professionals find the best answers to client’s income and asset protection needs. |
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| George is a founding partner and current board member of the only national organization of independent disability brokerage specialists, The Plus Group/US. You can find out more about The Plus Group by visiting www.plusgroupus.com. He is also a member of the National Association of Insurance and Financial Advisors, Minneapolis Financial Planning Association and the Society of Financial Services Professionals, having served the local chapter as President. |
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| Contact Name: |
Timothy (Tim) J. O'Brien, CLU |
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| Agency Name: |
T. J. O'Brien & Associates, Inc. |
| Address: |
1899 Powers Ferry Road NW
Suite 232 |
| City: |
Atlanta |
| State: |
Georgia |
| Phone: |
770-955-5630 Toll-Free: 800-997-9058 |
| Fax: |
770-955-5631 |
| Email: |
tjobrien@mindspring.com |
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| Timothy J. O’Brien formed T. J. O’Brien & Associates, Inc. in June, 1998 after 17 years with The Principal Financial Group as brokerage manager in both the Memphis, TN and Atlanta, GA offices. During his tenure with the Principal, Tim built one of their most profitable brokerage units – qualifying for the Management Achievement Round Table eight consecutive years, three times as a member of Principal’s Inner Circle. In 1998, Tim changed his relationship with Principal by becoming a brokerage general agent and opened his own full service independent brokerage general agency selling disability insurance, fixed and variable life insurance, annuity products and long term care insurance. His agency specializes in the design, development and implementation of disability income benefits, nonqualified executive benefits, business continuation and estate planning concepts – with a focus on small to medium size businesses and their highly compensated executives. |
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| CLU designation in 1996; member of the National Association of Health Underwriters (NAHU); member of The National Association of Insurance and Financial Advisers (NAIFA); member of the Society of Financial Service Professionals (SFSP) |
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| Contact Name: |
Ray Phillips, CLU, LTCP |
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| Agency Name: |
The Brokers Source, Ltd |
| Address: |
ONE FORESTWOOD DRIVE
SUITE 111 |
| City: |
Pittsburgh |
| State: |
Pennsylvania |
| Phone: |
412-847-0770 Toll-Free: 800-245-5078 |
| Fax: |
412-231-5676 |
| Email: |
ray@plusgroupus.com |
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| Raymond Phillips, CLU, LTCP is President of The Brokers Source, Ltd. a full service independent brokerage agency founded in 1978. It offers long term care insurance, disability income insurance, critical illness coverage and many other products across the life and annuity lines. Joining the firm in 1988, he led its entry into the long term care insurance market and has spoken to numerous industry and consumer groups on this and other insurance topics.
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| Ray has served as President of both the Pittsburgh Association of Health Underwriters, and the Pittsburgh Association of Insurance and Financial Advisors - the only person to have held those positions with both associations. He is currently the President of The Society of Underwriting Brokers (SubCenters) and currenty serves on the board of the Pittsburgh Chapter of the Society of Financial Service Professionals. He's a founding member of The Marketing Alliance, and is a member of the Pittsburgh Estate Planning council.
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| Contact Name: |
Dave Chittenden |
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| Agency Name: |
The Chittendens |
| Address: |
3821 E. Indian School Road
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| City: |
Phoenix |
| State: |
Arizona |
| Phone: |
602-955-4773 Toll-Free: 800-999-4773 |
| Fax: |
602-956-3442 |
| Email: |
dave@thechittendens.com |
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