DEPARTMENT OF INSURANCE
Affiliations
NameBerg, Levi GeraldDOIID1021966NAIC NPN18993706
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
Pending ReplacementResidentAgentVariable Life and Variable Annuities3/4/2025 5/31/2026
Pending ReplacementResidentAgentHealth3/10/2025 5/31/2026
Pending ReplacementResidentAgentLife3/4/2025 5/31/2026
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.
Notice: The Department verifies, at the time of application for a Variable Life and Variable Annuity line of authority, that an agent is registered with the Financial Industry Regulatory Authority (FINRA) and the applicant has passed the Series 6 or greater exam. The Department does not verify registration with FINRA after the agent is qualified by the Department to receive the Variable Life and Variable Annuity line of authority. If you have questions about a broker’s FINRA registration status, you should check this status directly with FINRA.

License Renewal Information
ClassInvoice DateResponse Due / Expiration DateResponse Received DatePayment Received DateRenewal Complete
Agent03/15/202605/31/2026   
Appointments with the following Insurers
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
InactiveBankers Life and Casualty Company300701Agent - Health5/1/20199/13/2019
InactiveBankers Life and Casualty Company300701Agent - Life5/1/20199/13/2019
InactiveColonial Penn Life Insurance Company300491Agent - Health5/1/20199/13/2019
InactiveColonial Penn Life Insurance Company300491Agent - Life5/1/20199/13/2019
Pending ReplacementFidelity Investments Life Insurance Company300620Agent - Life4/10/2025 
Pending ReplacementFidelity Investments Life Insurance Company300620Agent - Variable Life and Variable Annuities4/10/2025 
Pending ReplacementGuardian Insurance & Annuity Company Inc. (The)301920Agent - Life4/15/2025 
Pending ReplacementUSAA Life Insurance Company300734Agent - Life3/26/2025 
Pending ReplacementWestern-Southern Life Assurance Company301590Agent - Life4/15/2025 
Designated to act on behalf of the following Business Entities
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
DeniedFidelity Insurance Agency Inc.400221Agent - Health  
Pending ReplacementFidelity Insurance Agency Inc.400221Agent - Life4/28/2025 
Pending ReplacementFidelity Insurance Agency Inc.400221Agent - Variable Life and Variable Annuities4/28/2025 

© Commonwealth of Kentucky. All rights reserved.