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Independent Agency Group
Few companies today have the size, strength and flexibility to meet a broad range of customer needs. Independent Agency Group does. We continue to build a national brand that is propelling our organization into the elite ranks of the nation's most recognized and trusted names in financial services.
Today, the Independent Agency Group name stands for strength, stability, trust and personal service to the customers we serve and the sales professionals who represent us.
The key to our success is simple - a steadfast commitment to protect, preserve and enhance the financial well-being of our clients. That commitment has been our highest priority for many years and continues to drive our business as we look to the future.
Solutions for a lifetime
The Independent Agency Group offers one of the most comprehensive product portfolios in the financial services industry. Our products provide real solutions to the myriad of financial challenges clients face over a lifetime. From life insurance products that provide family protection and business continuity, to accident and health products that offer living benefits, to annuities that help you plan for retirement, you can count on IAG to deliver comprehensive solutions for your financial needs.
Growing Your Business with the Independent Agency Group
The Independent Agency Group (IAG) offers what we believe is one of the most significant business opportunities in the insurance-based financial services industry. IAG advisors are entrepreneurs who utilize the financial strength of many highly-rated insurance carriers and the resources usually reserved for a captive field force to satisfy their client's needs. IAG is comprised of independent agencies and advisors who enjoy access to:
A competitive "all-seasons" product portfolio
A team dedicated to assist with case design and illustrations
A team dedicated to sales concepts and advanced case design
Direct access to underwriters
A comprehensive training and educational platform
A competitive compensation structure
For Agent Use Only
Copyright IAG Representative 2013. All rights reserved.
Web Hosting by Turbify
Independent Agency Group
1590 Oakland Road Suite B-110
San Jose, CA 95131
ph: (408) 437-1888
fax: (408) 437-3068
[email protected]
◈ Interior Pages — 8 pages crawledIndependent Agency Group - Important Forms Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us Important Forms Term Life: Term Life Insurance Application HIPPA Authorization HIV Testing and Consent Life Insurance Application Part B Universal Life Application : Universal Life Insurance Application HIPPA Authorization HIV Testing and Consent Life Insurance Application Part B Notice Regarding Replacement Medi-Cal Eligibility Marketing: AIG Elite Global IUL Miscellaneous: Financial Analysis Financial Checklist 2008 Tax Update I Am Your Policy Forbes 2013 IRS Form 1040 AIG AG Fax Cover Sheet Agent Corner: IAG Agent Contract Non-Resident Fees IAG L&C Transmittal Copyright IAG Representative 2013. All rights reserved. Web Hosting by Turbify Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Independent Agency Group - AIG-American General Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us AIG-American General American General Life Insurance Company Local Office Code: CA06 Agency: 0554 Links AGLA-Agent-Login Passport Illustration Software Support: Password Support: .......(615) 749-1100 Technical Support: ........(877) 330-1193 AGLA-My-Career-Campus AGLA-Business-Card Producer Website Apex ID Enrollment: Rhonda Long ................(615) 749-1986 AG Producer Exchange (APEX) AGLA MobileQuote Miscellaneous: AIG Corporate AIG American General WinFlex Web AIG eCompany Store AIG Approved Paramedical Services Forms and Brochures Insurance Application AGLC Field Underwriting Guide Contacts Jimmy Phan ..................(408) 966-2488 Email:
[email protected] General Manager: Mark Narovlansky .......... (424) 202-0085 Email:
[email protected] Vice President Broker Channel: Robert McCurly ..............(615) 749-2641 Fax: ..............................(615) 749-1561 Licensing & Contracting: Victoria Licon .................(626) 256-8530 Email:
[email protected] Libby Sneed ...................(615) 749-1088 Email:
[email protected] Teri Pratt ........................(615) 749-2074 Email:
[email protected] Fax: ...............................(615) 749-2839 Underwriting: Lindsay Norris .................(615) 749-1667 Email:
[email protected] Shonna Sensabaugh ........(615) 749-2995 Email:
[email protected] Submit New Business Application to: Fax: ...............................(615) 749-2269 Email:
[email protected] Mail: AGLA American General Center Mail Code 352S Nashville, TN 37250 Advertising: Doris Goodson ................(615) 749-1491 Copyright IAG Representative 2013. All rights reserved. Web Hosting by Turbify Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Independent Agency Group - About Us Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us About Us Emails Yahoo Email (@iagrep.com) Gmail (@bishopmktg.com) QA3 Email CLG Direct Email Links WinFlex Web AIG Approved Paramedical Services Department of Corporation Department of Real Estate Department of Insurance DataQuick News Key Economic Statistics Success Quotes and Quotations Key Employee: Protecting a Valuable Asset Using Life insurance Executive Bonus Plan: Using Life Insurance as Additional Compensation Premium Financing: Buy the Life Insurance You Need While Retaining Your Capital Wealth Maximization: Utilizes Retirement Plan assets to Achieve Overall Objectives Estate Equalization: Using Life Insurance to Divide Estate assets Equitably Insurance Education, Research, References for Consumers and Professionals HIAA Insurance Guides for Consumers Insurance Guides for Consumers Dental Expense Insurance, Dental Expense Insurance Directory Disability Income, Guide to Disability Income Insurance, Disability Income Insurance Directory Health Insurance, Guide to Managed Care, Guide to Health Insurance, The Insurance Guide for Business Owners Long-Term Care, Guide to Long-Term Care, HIAA Long-Term Care (LTC) Insurance Directory Medical Savings Accounts, Guide to Medical Savings Accounts (MSAs)/High Deductible Health Plans, Medical Savings Accounts (MSAs) Directory www.hiaa.org/cons/cons Life and Health Insurance Foundation for Education (LIFE) The Life and Health Insurance Foundation for Education is a non-profit organization designed to address the public's need for information and education on life, health, and disability insurance. http://www.LIFE-LINE.org http://www.LIFE-LINE.org/health (Includes a glossary of health insurance terms) http://www.LIFE-LINE.org/disability (Includes a glossary of disability insurance terms and a personal needs analysis calculator) http://www.LIFE-LINE.org/life (Includes a glossary of life insurance terms and a personal needs analysis calculator) Social Security Online: The Official Website of the Social Security Administration Includes the Top 10 Most Requested Services from Social Security Online Apply For Social Security Retirement Benefits Online Request a Replacement Medicare Card Online 2001 Cost of Living Information--Benefit, Tax and Wage-Indexed Changes for 2001. Prepare for your future financial security. Use our Retirement, Disability or Survivors planners and calculators to help with important financial decisions. How To Replace, Correct, or Change Your Name on your Social Security Card Benefit Information Publications--Retirement, Survivors, Disability and Supplemental Security Income publications Request a Social Security Statement of your lifetime earnings and an estimate of your benefits. If you have already received a Social Security Statement and have questions about it, try the My Statement page. Searchable Frequently Asked Questions database--More than 500 questions asked and answered. How To Contact a Local Office--This application allows you to type in your ZIP code and find the social security office nearest you http://www.ssa.gov Benefits Link Employee benefits compliance information and tools. http://www.benefitslink.com Employee Benefit Research Institute (EBRI) The Employee Benefit Research Institute is a nonprofit, nonpartisan organization committed to data dissemination, policy research, and education on economic security and employee benefits. http://www.ebri.org International Foundation of Employee Benefit Plans (IFEBP) The International Foundation of Employee Benefit Plansis an educational association serving the employee benefits and compensation industry. http://www.ifebp.org Medical Information Bureau (MIB) MIB is an association of U.S. and Canadian life insurance companies. It is a leading provider of information and database management services to the financial services industry. http://www.mib.com/html/home The Benefits Network Information on ancillary products (dental, disability, vision) http://www.thebenefits.net/resources Association of Health Insurance Advisors (AHIA) AHIA provides programs and resources to enhance the knowledge and capacity of health and employee benefits advisors, regarding issues affecting the health insurance industry. http://www.ahia.net HIAA Directory of State Insurance Departments State Insurance Departments Each state has its own insurance department to oversee all types of insurance. Offices are responsible for enforcing state laws and regulations, and will provide the public with helpful information. http://www.hiaa.org/cons/state_insurance U.S. Department of Labor - Standard Industrial Classification (SIC Codes) Search This page allows the user to search the 1987 version SIC manual by keyword, to access descriptive information or a specified 4-digit SIC, and to examine the manual structure. The SIC manual is available in several formats from the National Technical Information Service (NTIS), an agency of the U.S. Department of Commerce. http://www.osha.gov/oshstats/sicser ACORD--Association for Cooperative Operations Research and Development (ACORD) ACORD, the Association for Cooperative Operations Research and Development, is the insurance industry's onprofit standards developer, a resource for information about standard ACORD Forms, standards for electronic data sharing, object technology, EDI, XML and electronic commerce. http://www.acord.com Insurance Law Employee Benefit Institute of America (EBIA) The Employee Benefits Institute of America LLC is a provider of publications and seminars on Cafeteria Plans, 401(k) Plans, COBRA, HIPAA and ERISA. Publications and seminars for human resource and benefits managers, attorneys, accountants, government officials, insurance professionals, benefits consultants and TPAs. http://www.ebia.com Legal Information Institute: Employee Retirement Income Security Program Subchapter 1--Protection of Employee Benefit Rights Subtitle A--General Provisions http://www4.law.cornell.edu National Partnership for Women and Families: Guide to HIPAA (Health Insurance Portability and Accountability Act) Many employees are now protected by the Health Insurance Portability and Accountability Act (HIPAA). The National Partnership offers an easy-to-read Guide to HIPAA: What the Health Insurance Reform Law Means. The guide covers a range of situations and gives clear examples of what this important, but complex, law does and does not cover. http://www.nationalpartnership.org The Consumer :Law Page: Health Benefits Under COBRA What is the continuation health law and who is entitled to benefits. http://www.consumerlawpage.com/brochure/cobra Insurance Portal: Insurance Industry Regulation Links Links to every state insurance department and other regulatory organizations http://www.insure-portal.com/insreg Insurance Company Ratings A.M. Best Company A.M. Best Company offers comprehensive data to insurance professionals. Best is the oldest source of insurance company ratings and information. Best's Ratings are the industry's standard measure of insurer financial performance. http://www.ambest.com Standard and Poor's Standard & Poor's was established to provide analysis and information to the financial community to help them determine value in the marketplace. Standard & Poor's is a provider of independent financial analysis and information. http://www.standardandpoors.com Insurance Industry Organizations American Institute of Professional Association Group Insurance Administrators (AIPAGIA) AIPAGIA is the professional association of insurance administrators who are active in mass-marketing and servicing all lines of insurance for professional associations, societies, and similar organizations. http://www.aipagia.com Health I Independent Agency Group - Covered CA Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us Covered CA Covered CA CCA Shop and Compare Tool CCA Tool Kit Certified Insurance Agents Certified Insurance Agent Login CCA Learning Management System Small Business Health Options Program Individuals and Families Forms and Brochures CCA Application Individual Fact Sheet - English Individual Fact Sheet - Spanish Individual Fact Sheet - Vietnamese Children Dental Insurance SHOP Application for Employer Small Business - English Small Business - Spanish Small Business - Vietnamese Small Business Tax Credit - English Small Business Tax Credit - Spanish Small Business Tax Credit - Vietnamese Miscellaneous CA Dept of Health Care Services Apply for Medi-Cal Contact & Fax Numbers Agent & SHOP Service......(877) 453-9198 Service Center (M-F 8AM-8PM, S 8AM-6PM) - English: ........ (800) 300-1506 - Vietnamese: .(800) 652-9528 - Spanish: ........(800) 300-0213 - Chinese: ........(800) 300-1533 FAX Application to: .................(888) 329-3700 Insurance Agent Line: ...........(855) 324-8056 Health Insurance Anthem Blue Cross Anthem Blue Cross Anthem Blue Cross Broker Login Blue Shield of CA Blue Shield of CA Blue Shield of CA Producer Login HealthNet HealthNet HealthNet Broker Login Kaiser Permanente Kaiser Permanente Kaiser Permanente Login Copyright IAG Representative 2013. All rights reserved. Web Hosting by Turbify Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Independent Agency Group - Medicare Advantage Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us Medicare Advantage Links Care1st Care1st HealthPlan Easy Choice Wellcare University Login EasyChoice HealthPlan Broker Production Portal Benefit Highlights Wellcare Producer Login Aetna Aetna Medicare Plans HealthNet HealthNet Medicare Training HealthNet Broker Login HealthNet Portal Medicare Miscellaneous AHIP Medicare Training National Producer (NPN) Search Medicare Plan Finder Contacts Jimmy Phan ...................(408) 966-2488 Email:
[email protected] Vice President (Jacaranda Ins. Agency): Erik Banados ..................(714) 947-8749 Cell Phone: .....................(714) 726-8409 Fax: ...............................(714) 947-8752 Email:
[email protected] Agents Support: Gina Doan ...............................(714) 947-8683 Ashley Pham ...........................(714) 947-8748 Easy Choice Health Plan (HMO): Fax (Attn: Rachael Rudd): (877) 999-3945 Care1st Health Plan (HMO): Fax: (Attn: Alex Loera): ....(323) 889-5402 Broker Support Unit ..........(866) 922-4368 HealthNet of CA Medicare Sales Hub: Fax:(Medicare Sales Hub):(800) 845-7429 Copyright IAG Representative 2013. All rights reserved. Web Hosting by Turbify Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Independent Agency Group - 10 Reasons IAG Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us 10 Reasons IAG 10 Reasons to do Business with the Independent Agency Group 1. The Strength to be There Independent Agency Group (IAG) represents only A-Rated Insurance Carriers with Comdex of at least 80 and abobe. When it comes to Insurance Products we know Stability and Strength are the two most important requirements. That is why we offered insurance products from companies like ING, AXA Equitable, Prudential, Metlife, AIG, John Hancock, Transamerica, Allianz, Hartford, Lincoln Benefit, Jackson National, Genworth and Lincoln National. 2. Elite Global Index UL This is a unique and ground-breaking product in the insurance industry. Interest crediting is based in part on the performance of three international indices, representing American, European, and Asian markets. Tracking multiple indices provides diversification to enhance the likelihood of positive returns and reduce volatility. 3. Underwriting We have "Concierge Underwriting" for your large premium/death benefit cases, and "Express Underwriting" to expedite term applications up to $1,000,000 of face amount. In addition, obtain a tentative quote on cases through our Web site in four hours or less. You can quickly get answer to your questions regarding avocation, financial requirements or medical impairments. 4. Regional Support One toll free number is all you need to remember to contact your regional team or any home office department for support in all aspects of business. 5. Advanced Sales Support The Independent Agency group's Advance Sales Support Staff is available to discuss sophisticated sales concepts as well as offer suggestions on related tax issues. 6. Robust Internet Support for Producers Top 10 ranked and fully functional Web site provides commission information, new business tracking, marketing concepts, training pieces, forms and supplies, plus a whole lot more! 7. Innovative New Business Technology We offer new business e-submission tools with no transaction fee, including an e-signature process, to deliver applications to our underwriters quickly for faster issue. Also, term policies can be sent electronically to you to avoid waiting for policy mailing. 8. In-force policy information E-Service allows clients of Independent Agency Groupl Life Insurance Company access to policy information 24 hours a day, 7 days a week. 9. Comprehensive Product Portfolio Select-a-Term, No lapse Survivorship UL, ROP Term, Variable UL, Elite Global IUL, Critical Illness With ROP, Index UL, SPIA with CPI Option, Guaranteed UL, Fixed Deferred Annuity, Current Assumption UL and Indexed Deferred Annuity. 10. Competitive Compensation Street-Maximum compensation and bonus for high volume producers. FOR AGENT USE ONLY Copyright IAG Representative 2013. All rights reserved. Web Hosting by Turbify Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Independent Agency Group - Contact Us Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us Contact Us Phone: (408) 437-1888 Fax: (408) 437-3068 Email:
[email protected] 1590 Oakland Road, Suite B-110 San Jose, CA 95131 QUESTION / COMMENT * First Name: * Last Name: * Email: * Mobile Phone: Comments: Company: Submit Your Message: Submit Reset Copyright IAG Representative 2013. All rights reserved. Web Hosting by Turbify Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Independent Agency Group - Home Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com Home AIG-AGLA Covered CA Medicare Advantage 10 Reasons IAG Important Links Important Forms Contact Us Home Independent Agency Group Few companies today have the size, strength and flexibility to meet a broad range of customer needs. Independent Agency Group does. We continue to build a national brand that is propelling our organization into the elite ranks of the nation's most recognized and trusted names in financial services. Today, the Independent Agency Group name stands for strength, stability, trust and personal service to the customers we serve and the sales professionals who represent us. The key to our success is simple - a steadfast commitment to protect, preserve and enhance the financial well-being of our clients. That commitment has been our highest priority for many years and continues to drive our business as we look to the future. Solutions for a lifetime The Independent Agency Group offers one of the most comprehensive product portfolios in the financial services industry. Our products provide real solutions to the myriad of financial challenges clients face over a lifetime. From life insurance products that provide family protection and business continuity, to accident and health products that offer living benefits, to annuities that help you plan for retirement, you can count on IAG to deliver comprehensive solutions for your financial needs. Growing Your Business with the Independent Agency Group The Independent Agency Group (IAG) offers what we believe is one of the most significant business opportunities in the insurance-based financial services industry. IAG advisors are entrepreneurs who utilize the financial strength of many highly-rated insurance carriers and the resources usually reserved for a captive field force to satisfy their client's needs. IAG is comprised of independent agencies and advisors who enjoy access to: A competitive "all-seasons" product portfolio A team dedicated to assist with case design and illustrations A team dedicated to sales concepts and advanced case design Direct access to underwriters A comprehensive training and educational platform A competitive compensation structure For Agent Use Only Copyright IAG Representative 2013. All rights reserved. Web Hosting by Turbify Independent Agency Group 1590 Oakland Road Suite B-110 San Jose , CA 95131 ph: (408) 437-1888 fax: (408) 437-3068 info @iagrep .com