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DEPARTMENT OF INSURANCE
Affiliations
Name
Oak Tree Financial Inc
DOIID
398154
NAIC NPN
1920493
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Health
2/15/2017
3/31/2027
Active
Non Resident
Agent
Life
2/15/2017
3/31/2027
* If a status Is
Pending, Pending Replacement
,Or the record displays
Affidavit On File
, click On them For more details.
Appointments with the following Insurers
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
American Equity Investment Life Insurance Company
300389
Agent - Life
12/1/2020
Inactive
American General Life Insurance Company
301585
Agent - Health
3/13/2011
11/9/2012
Inactive
American General Life Insurance Company
301585
Agent - Life
3/13/2011
11/9/2012
Inactive
American National Insurance Company
301861
Agent - Health
5/11/2004
1/1/2017
Inactive
American National Insurance Company
301861
Agent - Life
5/11/2004
1/1/2017
Inactive
Annuity Investors Life Insurance Company
300715
Agent - Life
3/26/2008
9/28/2011
Inactive
Athene Annuity and Life Company
301893
Agent - Health
8/4/2006
7/9/2014
Inactive
Athene Annuity and Life Company
301893
Agent - Life
11/6/2001
7/9/2014
Inactive
Bankers Life Insurance Company
301784
Agent - Life
5/23/2018
2/8/2019
Active
Banner Life Insurance Company
301696
Agent - Life
1/3/2025
Inactive
Boston Mutual Life Insurance Company
300143
Agent - Health
12/20/2002
3/8/2006
Inactive
Boston Mutual Life Insurance Company
300143
Agent - Life
12/20/2002
3/8/2006
Inactive
Chase Insurance Life and Annuity Company
300518
Agent - Life
11/19/2004
4/1/2007
Inactive
Clarica Life Insurance Company - U.S.
300207
Agent - Life
10/16/2001
4/26/2004
Inactive
Dearborn Life Insurance Company
300401
Agent - Health
1/3/2002
9/2/2011
Inactive
Dearborn Life Insurance Company
300401
Agent - Life
1/3/2002
9/2/2011
Active
EquiTrust Life Insurance Company
502870
Agent - Life
5/19/2017
Inactive
Equitable Financial Life Insurance Company
300808
Agent - Health
3/9/2010
1/1/2017
Inactive
Equitable Financial Life Insurance Company
300808
Agent - Life
3/9/2010
1/1/2017
Inactive
Fidelity & Guaranty Life Insurance Company
301359
Agent - Life
10/1/2008
12/18/2010
Inactive
First Colony Life Insurance Company
301179
Agent - Health
10/25/2004
1/1/2007
Inactive
First Colony Life Insurance Company
301179
Agent - Life
10/25/2004
1/1/2007
Active
Forethought Life Insurance Company
301407
Agent - Health
8/2/2019
Active
Forethought Life Insurance Company
301407
Agent - Life
8/2/2019
Inactive
Genworth Life Insurance Company
300623
Agent - Health
10/27/2004
10/4/2012
Inactive
Genworth Life Insurance Company
300623
Agent - Life
10/27/2004
10/4/2012
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
1/1/2007
10/4/2012
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
1/1/2007
10/4/2012
Inactive
Indianapolis Life Insurance Company
301381
Agent - Health
8/4/2006
10/1/2008
Inactive
Indianapolis Life Insurance Company
301381
Agent - Life
8/1/2002
10/1/2008
Inactive
Lafayette Life Insurance Company (The)
301039
Agent - Health
12/30/2002
2/15/2005
Inactive
Lafayette Life Insurance Company (The)
301039
Agent - Life
12/30/2002
2/15/2005
Active
Life Insurance Company of the Southwest
301867
Agent - Health
6/12/2017
Active
Life Insurance Company of the Southwest
301867
Agent - Life
6/12/2017
Inactive
Life Investors Insurance Company of America
301793
Agent - Health
7/28/1999
10/2/2008
Inactive
Life Investors Insurance Company of America
301793
Agent - Life
7/28/1999
10/2/2008
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Health
4/21/2017
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Life
4/21/2017
Inactive
MassMutual Ascend Life Insurance Company
300320
Agent - Health
2/9/1999
3/14/2016
Active
MassMutual Ascend Life Insurance Company
300320
Agent - Life
7/10/2018
Inactive
Midland National Life Insurance Company
300923
Agent - Life
4/26/2004
2/17/2005
Inactive
National Health Insurance Company
300554
Agent - Health
4/15/2002
9/30/2004
Inactive
National Health Insurance Company
300554
Agent - Life
4/15/2002
9/30/2004
Inactive
North American Company for Life and Health Insurance
300291
Agent - Health
3/22/2007
1/1/2017
Active
North American Company for Life and Health Insurance
300291
Agent - Life
10/23/2019
Active
Oceanview Life and Annuity Company
301868
Agent - Life
6/25/2020
Active
Oxford Life Insurance Company
301079
Agent - Life
10/5/2023
Active
Pacific Guardian Life Insurance Co., Ltd.
1074040
Agent - Life
6/7/2022
Active
Pacific Life Insurance Company
301848
Agent - Life
6/18/2018
Active
Protective Life Insurance Company
300638
Agent - Health
4/1/2021
Active
Protective Life Insurance Company
300638
Agent - Life
4/1/2021
Active
Pruco Life Insurance Company
300954
Agent - Life
10/13/2023
Inactive
ReliaStar Life Insurance Company
301712
Agent - Life
5/8/2001
4/2/2004
Active
Revol One Insurance Company
300681
Agent - Life
5/1/2025
Inactive
The Savings Bank Mutual Life Insurance Company of Massachusetts
690290
Agent - Life
2/18/2014
1/1/2017
Active
Transamerica Life Insurance Company
300571
Agent - Health
3/22/2019
Active
Transamerica Life Insurance Company
300571
Agent - Life
3/22/2019
Inactive
Transamerica Premier Life Insurance Company
300558
Agent - Health
7/12/2019
10/1/2020
Inactive
Transamerica Premier Life Insurance Company
300558
Agent - Life
7/12/2019
10/1/2020
Inactive
U.S. Financial Life Insurance Company
301812
Agent - Life
8/25/2003
9/20/2007
Inactive
USG Annuity & Life Company
300457
Agent - Life
4/2/2002
1/1/2004
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Life
1/1/2004
3/15/2010
Inactive
West Coast Life Insurance Company
301607
Agent - Life
12/3/2001
11/16/2011
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Earl, Jennifer
867690
Agent - Health
2/15/2017
Active
Earl, Jennifer
867690
Agent - Life
2/15/2017
Inactive
Earl, Steven R
312097
Agent - Health
1/1/2004
10/31/2016
Inactive
Earl, Steven R
312097
Agent - Life
1/1/2004
10/31/2016
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