James Wong

LifeMark Partners, Inc. provides insurance solutions and services. Its services include premium financing, multi-cultural marketing, special needs planning, performance evaluation, legacy planning, and retirement planning. The firm partners with retail insurance channels, national and regional broker dealers, and banks that serve the wealth management products. The company is headquartered in Baltimore, MD.

National Association of Consumer Bankruptcy Attorneys engages in serving the needs of consumer bankruptcy attorneys and protecting the rights of consumer debtors in bankruptcy. It provides advocacy programs, amicus projects, career center, consumer assistance and legislative effort services. The company was founded in 1992 and is headquartered in Washington, DC.

Part of HUB International Ltd., Brokers' Service Marketing Group II LLC is a company that provides life and annuity brokerage general agency services. The company is based in Providence, RI. The company was founded in 1972 by David B. Lea. The CEO is Jason E. Lea. Brokers' Service Marketing Group II was acquired by Specialty Program Group LLC on December 15, 2021.

Part of Integrity Marketing Group LLC, Brokers Clearing House Ltd. operates as a brokerage general agency company. The company is based in West Des Moines, IA. The company was founded in 1975 by Bob Hofer. The CEO is Barbara Crowley. Brokers Clearing House was acquired by Integrity Marketing Group LLC on November 16, 2021.

Ash Brokerage LLC engages in the provision of life insurance solutions. It offers annuities, long-term care, disability income, and advanced planning services. The company was founded by Jim Ash in 1971 and is headquartered in Fort Wayne, IN.

Part of NFP Holdings LLC, Diversified Brokerage Services, Inc. is a company that provides insurance brokerage services. The company is based in Minneapolis, MN. The company was founded in 1969 by George Van Dusen. The CEO is George C. van Dusen. Diversified Brokerage Services was acquired by NFP Corp. on April 10, 2023.

Lifemark Distributors LP provides insurance services. The company is headquartered in Linthicum, MD.

The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania.

CGI JCF, Inc. provides insurance brokerage services. The company was founded in 1920 and is headquartered in Harrisburg, TX.

The National Association of Health Underwriters operates a health underwriters association. The non-profit company is based in Arlington, VA and has subsidiaries in the United States. The CEO of the company is Janet Trautwein.

Senior Market Sales, Inc. provides health and life insurance services. The firm offers marketing consultant, online forms library, contracting support, training events, business processing, compliance alerts and quoting tools. The company was founded in 1982 and is headquartered in Omaha, NE.

Life Plans Unlimited operates as insurance agency which specializes in marketing individual life insurance, annuities and long term care coverage. The company was founded in 1969 and is headquartered in Fairfield, CT.

Financial Services Co. provides financial services. The company is headquartered in Saudi Arabia.

Part of Senior Market Sales, Inc., The ASA Group (United States) provides insurance brokerage services. The company is based in Little Rock, AR. The company was founded in 1977 by Walter Ramsey. The ASA Group (United States) was acquired by Senior Market Sales, Inc. on July 06, 2023.