The School Board of Broward County, Florida Benefits Department 7770 West Oakland Park Blvd., Sunrise, FL 33351
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1 The School Board of Broward County, Florida Benefits Department 7770 West Oakland Park Blvd., Sunrise, FL Phone: Fax: TAX SHELTERED ANNUITIES/ROTH FEATURE DEFERRED COMPENSATION PLANS Revised: 01/01/2019 The following companies are qualified; by meeting the requirements established by the Board, to market tax sheltered annuities to School Board employees. The School Board does not recommend any specific company. Only the agents listed and possessing School Board issued Vendor ID badges are authorized access to SBBC s locations and for writing new business. Agents not listed that have had prior business may continue to service existing clients only. The maximum number of authorized agents/representatives allowed per company has been set at fifteen (15) and are listed herein. This list will be revised on a quarterly basis. AUTHORIZED VENDOR LIST AXA EQUITABLE LIFE AND ADVISORS, LLC 1290 Avenue of Americas New York, NY Fax: Glades Road, Suite 412-E Boca Raton, FL Ext. 307 Fax: Michael Goldberg (954) Mario Basilone (954) Nicholas Baurichter (954) Bryan Braud (954) Todd Dorsey (954) Matthew Arbucci (941) Craig Levy (954) Ryan McLain (954) Adrianna McGrath (954) Yves Moon (407) David Sosa (954) Brandt Shuler (954) Lenny Tomson (954) Ruth Wilson-Brooks (954)
2 METLIFE RESOURCES ROTH & Mutual Fund 301 E. Pine Street, Suite 810 Orlando, Florida Stephanie Brandon (954) John Bresset (954) Eileen Cioe (954) Christopher Crisolongo (954) Brett DiPasquale (954) Stephanie Gordon (561) Barbara Hunter (561) David Jones (954) Jean Lysee (954) Laurie Madenfort (954) Claudia Marcus (954) Shalom Moldavski (954) Veronica Noel (954) Kirk Padilla (954) Julius Pappas (954)
3 VALIC DAVID M. ALLEN, CFP, SENIOR DISTRICT MANAGER 1800 N. MILITARY TRAIL, STE 340 BOCA RATON, FL Phone: (561) Fax: (561) David M. Allen, CFP Ross Brenner Linda Eklof Alexandra Frederique Rebecca Johns Jason Oestreicher, CFP Steve Proffitt Steve Sallee Michael J. Smith Michael R. Smith Sherry Stull-Klein, CFS Samita Thephasit Ralph Tumolo Paul Tunink (561) (561) (954) (954) (954) (954) (954) (954) (646) (561) (561) (954) (954) (954)
4 VOYA/ ING Keistra Ransom, Agent of Record Phone: (813) David Arden (954) Armando Blondin (954) Shawn Flynn (954) Stephen Greenberg (954) Ryan Hasey (561) Noah Kahn (954) Richard Koblick (561) Taylor Kollen (786) Brandon Moe (954) Anthony Oliveri (561 ) Ralph Tumolo (954) Ivan Usztics (561)
5 INACTIVE STATUS The following Companies, or Mutual Funds, have been moved from Active to Inactive Status as Tax Sheltered Annuity Vendors with the School Board of Broward County, Florida. This action has been taken as a result from RFP V Tax Sheltered Annuity Programs for School Board Employees. The listed companies below are no longer permitted to present new applications for participation into their products but are still permitted to service existing clients. American Century Investments American Express Financial Advisors Beneficial Standard Life Insurance Company (CCP Co.) Columbus Mutual Concert Investment Series Connecticut General CONSECO Variable Insurance Company / Jefferson National Fidelity Investments First Investment Annuity Company First Investors Corporation Franklin Life Great American Life Insurance Gulf Life The Hartford Horace Mann Kansas City Life The Legend Group Lincoln Financial Group Life Insurance of the Southwest (LSW) Massachusetts General Life National Health Insurance Company National Western Life Insurance Co. Nationwide Life Insurance Company New York Life Insurance Company / MainStay Investments PESCO Pioneer Funds Distributor, Inc. Rightime Fund Security Benefit Group TransAmerica Travelers Insurance Company Zurich Kemper Investors Life Insurance Co. TSA Vendor List January 7, 2019
The School Board of Broward County, Florida Benefits Department 7770 West Oakland Park Blvd., Sunrise, FL 33351
The School Board of Broward County, Florida Benefits Department 7770 West Oakland Park Blvd., Sunrise, FL 33351 Phone: 754-321-3100 Fax: 754-321-3280 TAX SHELTERED ANNUITIES/ROTH FEATURE DEFERRED COMPENSATION
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