Brokerage Partners

Cohen Agency

Disability Income and Long Term Care Partner

The Cohen Agency is led by two experienced principals: Eugene and Michael Cohen. This father-and-son team has created an agency that is dynamic, consumer-focused and producer-centric. The Eugene Cohen Insurance Agency, Inc. is staffed by skilled professionals who are well-versed in the complexities of insurance industry and its products. These teams are strongly supported by case managers, application processors and contracting/licensing specialists. This division of tasks has allowed for exceptional personalized service, earning the trust of brokers industry-wide.


Simplicity Financial Marketing

Annuity Partner

Simplicity Financial Marketing is one of the nation’s largest financial marketing organizations and is headquartered in Hartford, CT. Simplicity Marketing is known for its premier services and solutions as well as leading and operating with the strongest compliant and ethical bearings.

Simplicity Marketing is one of the fastest growing companies in the industry, revolutionizing the insurance space by unifying the strengths and passions of best independent marketing firms from across the country.

Working with over 20,000 financial professionals, 100 partner agencies and 30 broker-dealer partners, Simplicity Marketing brings exceptional value and quality to the industry and its customers.


Medicare Partner

Jack Schroeder and Associates, Inc. (JSA) is a nationally recognized, award-winning Field Marketing Organization (FMO) and a leader in the wholesale insurance brokerage industry. They are headquartered in Green Bay, WI with multiple offices across the country.

Founded by Jack Schroeder and family-owned and operated since 1972, JSA is proud of their 40+ years as a respected and dependable company. Much has changed in the insurance and healthcare industries—miraculous advances in medicine, longer lifespans, skyrocketing healthcare costs, and the birth of a national healthcare program—and JSA agents and their customers know they can rely on them to continue to grow and adapt to meet their needs, whatever may come next. .

JSA’s prime focus is our nation’s seniors. As a Medicare-centric company actively involved in the future of healthcare, they are a trusted source in the brokerage industry for Medicare knowledge, trends, and news. In addition, the partnerships JSA maintains with top-level insurance carriers, allows them to provide our brokers/agents complete access to the highest quality and competitive products. .