About The Alliance
The Alliance is a national distributor of products that expands the LTC funding market to those who either do not qualify for or may not desire traditional long term care insurance (LTCI). Formed in the Spring of 2014, The Alliance’s product portfolio includes both insurance and non-insurance products.
The Alliance is led by co-founder Bill Jones, whose vision is to help provide long term care funding solutions for EVERYONE, regardless of age, health or finances.
The Alliance has amassed a thoughtful portfolio of private long term care funding solutions that complement traditional LTCI. The Alliance works with agencies and distributors who want to offer clients the full range of today’s long-term care planning solutions. Its revolutionary business model allows – and encourages – distributors, agents and advisors to maintain their existing traditional product relationships, while completing their long term care funding portfolio through working with The Alliance.
The Alliance: one company – one source – many solutions – to long-term care financing.
National Alliance of Insurance Agencies, Inc. Membership Roster
updated November 2021
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525 Long Term Care Advisors |
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Brian Ott
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1450 – 114th AVE SE. Suite 210 Bellevue, WA 98004 |
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Advanced Financial Resources |
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Sam Lowy
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190 Hadassah Lane Lakewood, NJ 08701 |
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| USA-LTC Inc. | ||
| Don Levin |
6119 La Grenada Suite C-2151 Rancho Santa Fe, CA 92067 |
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Associated Benefits and Risk Consulting |
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Rex Kohl |
6000 Clearwater Drive Minnetonka, MN 55343 |
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Advanced Resources Marketing |
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Henrik Larsen
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313 Washington St. Suite 225 Newton, MA 02458 |
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Joseph Pulitano |
313 Washington St. Suite 225 Newton, MA 02458 |
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All Vest Associates |
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Michael Teller |
1825 NW Corporate Blvd., Suite 110 Boca Raton, FL 33431 |
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Associates of Clifton Park |
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Steve Gregory |
747 Pierce Road Clifton Park, NY 12065 |
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Broadtower Insurance Services |
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Matt Anderson |
4400 MacArthur Blvd., 8th Floor Newport Beach, CA 92660 |
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California LTC Insurance Services |
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Louis Brownstone |
1601 Bayshore Hwy – Suite 360 Burlingame, CA 94010 |
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Katie O’Rourke |
1601 Bayshore Hwy – Suite 360 Burlingame, CA 94010 |
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Krause Brokerage Services, Inc. |
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Lori Gubash
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1234 Enterprise Drive De Pere, WI 54115 |
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Comfort Assurance Group |
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Bill Comfort
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11040 Manchester Road – Suite 2W Kirkwood, MO 63122 |
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Tony Dillard |
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Tony Dillard |
2831 Countryside Trail Keller, TX 76248 |
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| Secure Future Network | ||
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Jeffery Garnica |
4489 Far Hills Ave. Kettering, OH 45429 |
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Dyess Insurance Services, Inc. |
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Bill Dyess |
4710 NW 2nd Ave Suite 104 Boca Raton, FL 33431 |
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EM-Power Services |
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Doug Ross
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P.O. Box 591 8 West Industrial Park Oxford, MA 01540 |
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Future Funding Plans, LLC |
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Bill Jones
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23431 Caraway Lakes Drive Estero, FL 34135 |
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Garry L. Johnson & Associates Inc. |
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Garry Johnson |
3850 E. Baseline Rd., Ste. 121 Mesa, AZ 85206 |
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Gelbwaks Executive Marketing |
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Peter Gelbwaks
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397 Fan Palm Way Plantation, FL 33324 |
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Heartland LTC / Action Strategies |
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Bob Boyajian
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2415 E Camelback Rd Phoenix, AZ 85016 |
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Individual Commercial Brokerage |
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Richard Eldridge
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500 International Drive Suite 305 Budd Lake, NJ 07828 |
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LTCI Associates |
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Tom Manner
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218 S. Peters Rd., Suite 207 Knoxville, TN 37923 |
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Kevin Manner |
218 S. Peters Rd., Suite 207 Knoxville, TN 37923 |
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Long Term Care Advisors |
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Paul Hamilton
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125 Twin Rivers Court, Suite 206 Sartell, MN 56377 |
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Long Term Care Associates, Inc. |
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Robert Forman Steve Forman Gary Forman
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11900 NE 1st St., Suite 115 Bellevue, WA 98005 |
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ACACIA Insurance Services, Inc. |
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Craig Matesky |
4667 MacArthur Blvd, Suite 260
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MAGA LTC |
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Murray Gordon |
2610 Lake Cook Road Riverswood, IL 60015 |
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MasterCare America, Inc. |
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Mike Skiens
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10260 SW Greenburg Road Lincoln Tower, Suite 375 Portland, OR 97223 |
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M & O Marketing |
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Dennis Brown
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The American Center 27777 Franklin Road – 7th Floor Southfield, MI 48034
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Newman Long Term Care |
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Tim Dona
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6636 Cedar Ave. South, #100 Richfield, MN 55423 |
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New York (and National) Long Term Care Brokers |
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Kevin Johnson
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11 Executive Park Dr. Clifton Park, NY 12065 |
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PNW Insurance Services, LLC |
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Don Levin
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7897 S. Saddle Bag Way Nampa, ID 83687 |
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Premier Life & Annuities, LLC |
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Pat Moore
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9111 Cypress Waters Blvd, Suite 450 Coppell, TX 75019 |
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Shields Brokerage |
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Chris Shields
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21 Hampton Road Exeter, NH 03833 |
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Stacy Shill |
21 Hampton Road Exeter, NH 03833 |
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SIA Marketing |
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Gene Schmidt
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1730 Burnt Boat Loop Suite 300 Bismarck, ND 58503 |
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SRF Insurance Services |
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Scott R Fishkin
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1207 McHenry Road Suite 217 A Buffalo Grove, Il.60089 |
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Todd Benefits Group |
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Roch Rodrigue |
209 Main St. Saco, ME 04072 |
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Dennis Lipnicky |
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Dennis Lipnicky
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671 Lumsden Road Brandon, FL 33511 |
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United LTC Network |
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Derick Guyton |
P.O. Box 350 N. Myrtle Beach, SC 29597 |
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Van Dyke Rankin Financial Services |
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Charlie Matejowsky |
211 South Austin Brenham, Texas 77833 |
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