About Us

Forest Financial Building

7110 Forest Avenue, Suite 102

Richmond VA 23226

Douglas Watts

Director of Sales

Sherry Marshall

Vice President of Administration

Kelly Stern

Brokerage Sales

Mark Covey

Long Term Care Specialist

Carolyn England

Licensing, Appointments and Commissions

Leslie Boughman

Case Manager - Life and Long Term Care

Catherine Bies

Case Manager - Life, Disability and Group

Mike Lewis

Case Manager - Life, Conversions and Policy Service

Special Service Agency, Inc. is a full service independent marketing organization serving the Brokerage community. The Agency was founded in 1977 by Don S. Francisco. Don had over 30 years experience in the insurance industry, serving as a Regional VP of Marketing for a leading insurance carrier before starting the Agency. We began as an impaired risk and term service. Through the years we have grown into a full financial/ products wholesaler offering estate planning/ advanced planning services, annuity and long term care product portfolios, in addition to term and impaired risk. For over thirty years Special Service Agency, Inc. has provided brokers reliable and trustworthy products and services that have won the Agency its reputation of excellence.

Special Service Agency, Inc. is a service and sales-oriented company for the insurance professional, stockbroker, and financial planner. Our goal is to provide our customer with a reliable, experienced and professional place to conduct business as well as provide new products and innovative marketing ideas and resources in an ever-changing industry.

Our staff is committed to providing the highest quality service and support.

We share your concerns about privacy and we understand that you want to know how we treat the personal information that we obtain from you or other sources in the course of providing you with products and services.

Special Service Agency, Inc. does not disclose your clients’ personal information to companies or organizations not affiliated with us that would use the information we have provided them to contact your clients about their own products and services. If Special Service Agency, Inc. were ever to change this policy we would, as required by law, provide you with the opportunity in advance to “opt-out” and direct us not to make these disclosures of your clients’ personal information.

Much of the personal information that we have comes directly from you and your clients. Much of this information is given to us on applications for annuities or life insurance. We may contact you, the agent, or your client, by telephone or mail for additional information. We may also collect personal information from outside sources, including consumer reporting agencies and health care providers for life insurance policies. This information may include medical and financial information.

When we share personal information with companies working on our behalf, it is available to those individuals who need to see it to fulfill and service your clients’ needs. We maintain physical, electronic, and organizational safeguards to protect customer information. We continually review our policies and practices, monitor our computer networks, and test the strength of our security in order to ensure the safety of customer information.

If you would like to have more information regarding Special Service Agency, Inc’s. privacy policies, please contact Management at 804-285-7110.

Special Service Agency, Inc.

This website, and all of its contents here under are strictly for the use of AGENTS LICENSED WITH Special Service Agency, Inc. This site is NOT FOR CONSUMER USE. The materials contained in this site are based on information made available to Special Service Agency, Inc. by the insurance companies we are contracted with as well as third party insurance information providers. The purpose of the information provided on this site is to provide Special Service Agency, Inc. agents with a quick guide to products and services available at Special Service Agency, Inc. While Special Service Agency, Inc. makes every effort to maintain the accuracy of information provided on this site, we DO NOT GUARANTEE the accuracy of information provided on this site and are NOT RESPONSIBLE FOR ERRORS AND OMISSIONS. All information should be verified with Special Service Agency, Inc. by the Agent before use with the public.