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

525 Long Term Care Advisors

Brian Ott


1450 – 114th AVE SE. Suite 210

Bellevue, WA 98004

Advanced Financial Resources

Sam Lowy


190 Hadassah Lane

Lakewood, NJ 08701

Don Levin

6119 La Grenada Suite C-2151

Rancho Santa Fe, CA 92067

Associated Benefits and Risk Consulting

Rex Kohl

6000 Clearwater Drive 

Minnetonka, MN 55343

Advanced Resources Marketing

Henrik Larsen


313 Washington St. Suite 225

Newton, MA 02458

Joseph Pulitano

313 Washington St. Suite 225

Newton, MA 02458

All Vest Associates

Michael Teller

1825 NW Corporate Blvd., Suite 110

Boca Raton, FL 33431

Associates of Clifton Park

Steve Gregory

747 Pierce Road

Clifton Park, NY 12065

Broadtower Insurance Services

Matt Anderson

4400 MacArthur Blvd., 8th Floor

Newport Beach, CA 92660

California LTC Insurance Services    

Louis Brownstone

1601 Bayshore Hwy – Suite 360

Burlingame, CA 94010                   

Katie O’Rourke

1601 Bayshore Hwy – Suite 360

Burlingame, CA 94010

Krause Brokerage Services, Inc. 

Lori Gubash


1234 Enterprise Drive

De Pere, WI 54115

Comfort Assurance Group          

Bill Comfort


11040 Manchester Road – Suite 2W

Kirkwood, MO 63122

Tony Dillard

Tony Dillard

2831 Countryside Trail

Keller, TX 76248

Secure Future Network 

Jeffery Garnica

4489 Far Hills Ave.

Kettering, OH 45429

Dyess Insurance Services, Inc.

Bill Dyess

4710 NW 2nd Ave Suite 104

Boca Raton, FL 33431

EM-Power Services

Doug Ross


P.O. Box 591

8 West Industrial Park

Oxford, MA 01540

Future Funding Plans, LLC

Bill Jones


23431 Caraway Lakes Drive 

Estero, FL 34135

Garry L. Johnson & Associates Inc.

Garry Johnson

3850 E. Baseline Rd.,

Ste. 121

Mesa, AZ 85206 

Gelbwaks Executive Marketing

Peter Gelbwaks


397 Fan Palm Way

Plantation, FL 33324

Heartland LTC / Action Strategies

Bob Boyajian


2415 E Camelback Rd
Suite 700

Phoenix, AZ 85016

Individual Commercial Brokerage

Richard Eldridge


500 International Drive

Suite 305             

Budd Lake, NJ 07828

LTCI Associates

Tom Manner


218 S. Peters Rd., Suite 207

Knoxville, TN 37923

Kevin Manner

218 S. Peters Rd., Suite 207

Knoxville, TN 37923

Long Term Care Advisors

Paul Hamilton


125 Twin Rivers Court,

Suite 206

Sartell, MN 56377

Long Term Care Associates, Inc.

Robert Forman

Steve Forman

Gary Forman


11900 NE 1st St., Suite 115           

Bellevue, WA 98005       

ACACIA Insurance Services, Inc.


Craig Matesky

4667 MacArthur Blvd, Suite 260
Newport Beach, CA 92660



Murray Gordon

2610 Lake Cook Road

Riverswood, IL 60015

MasterCare America, Inc.

Mike Skiens


10260 SW Greenburg Road

Lincoln Tower, Suite 375

Portland, OR 97223

M & O Marketing           

Dennis Brown


The American Center

27777 Franklin Road – 7th Floor

Southfield, MI 48034

Newman Long Term Care

Tim Dona 


6636 Cedar Ave. South, #100

Richfield, MN 55423

New York (and National) Long Term Care Brokers

Kevin Johnson


11 Executive Park Dr.

Clifton Park, NY 12065

PNW Insurance Services, LLC

Don Levin


7897 S. Saddle Bag Way

Nampa, ID 83687

Premier Life & Annuities, LLC

Pat Moore


9111 Cypress Waters Blvd, Suite 450

Coppell, TX 75019

Shields Brokerage

Chris Shields


21 Hampton Road

Exeter, NH 03833

Stacy Shill

21 Hampton Road

Exeter, NH 03833

SIA Marketing

Gene Schmidt


1730 Burnt Boat Loop

Suite 300

Bismarck, ND 58503

SRF Insurance Services

Scott R Fishkin


1207 McHenry Road Suite 217 A

Buffalo Grove, Il.60089

Todd Benefits Group

Roch Rodrigue

209 Main St.

Saco, ME 04072

Dennis Lipnicky

Dennis Lipnicky


671 Lumsden Road

Brandon, FL 33511

United LTC Network

Derick Guyton

P.O. Box 350

N. Myrtle Beach, SC 29597

Van Dyke Rankin Financial Services

Charlie Matejowsky

211 South Austin

Brenham, Texas 77833





Have you worked with me?
Please send a testimonial.


I have personally worked with Bill Jones for over a decade. He knows the insurance industry, emerging trends, and conducts business with the utmost of integrity. The Alliance is focused on bringing creative product solutions, particularly relating to LTC needs, to its members. Because I agree with the mission of the Alliance and have trust in its leadership, the National LTC Network and I are strong supporters of the Alliance.
Terry Truesdell, CEO of the National LTC Network