585-412-6878

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 September 2019

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

USA-LTC Inc.
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

Central States Ins. Services / LTC Solutions

George Mellendorf

 

3501 Del Prado Blvd, #205

Cape Coral, FL 33904

Comfort Assurance Group          

Bill Comfort

 

11040 Manchester Road – Suite 2W

Kirkwood, MO 63122

Tony Dillard

Tony Dillard

2831 Countryside Trail

Keller, TX 76248

Diversified Brokerage Specialists, Inc.

Jeffery Garnica

9670 Kenwood Rd

Blue Ash, OH 45242

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

 

343 N. Main St., Suite 102

Canandaigua, NY 14424

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

 

11900 NE 1st St., Suite 115           

Bellevue, WA 98005       

Gary Forman

11900 NE 1st St., Suite 115           

Bellevue, WA 98005       

Steve Forman

11900 NE 1st St., Suite 115           

Bellevue, WA 98005       

MAGA LTC

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.

Testimonials

After 46 years in this business, I still get very excited about new opportunities for growth. Becoming involved in the NAIA is one of the most exciting business ventures for me in many years . With the creation of NAIA we are combining the former carrier Leadership expertise of Bill Jones, with a large group of seasoned and experienced insurance marketing firms to deliver state of the art insurance products and service to our field producers. I look truly forward to being part of this dynamic organization.
Peter Gelbwaks, Gelbwaks Executive Marketing Group