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DEPARTMENT OF INSURANCE
Affiliations
Name
Family Wealth Strategies LLC
DOIID
1174362
NAIC NPN
20157716
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Resident
Agent
Life
11/29/2021
3/31/2027
Active
Resident
Agent
Health
11/29/2021
3/31/2027
* If a status Is
Pending, Pending Replacement
,Or the record displays
Affidavit On File
, click On them For more details.
License Renewal Information
Class
Invoice Date
Response Due / Expiration Date
Response Received Date
Payment Received Date
Renewal Complete
Agent
01/15/2025
03/31/2025
01/16/2025
01/16/2025
Yes
Appointments with the following Insurers
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Allianz Life Insurance Company of North America
301791
Agent - Life
1/20/2023
Active
American Equity Investment Life Insurance Company
300389
Agent - Life
6/27/2022
Active
American Life & Security Corp
1055058
Agent - Life
10/5/2023
Active
American National Insurance Company
301861
Agent - Life
10/11/2024
Active
Aspida Life Insurance Company
301934
Agent - Life
7/27/2022
Active
Athene Annuity and Life Company
301893
Agent - Life
12/16/2021
Active
Banner Life Insurance Company
301696
Agent - Life
7/30/2024
Active
EquiTrust Life Insurance Company
502870
Agent - Life
2/1/2022
Active
Fidelity & Guaranty Life Insurance Company
301359
Agent - Life
11/9/2022
Active
Guaranty Income Life Insurance Company
552451
Agent - Health
11/21/2022
Active
Guaranty Income Life Insurance Company
552451
Agent - Life
11/21/2022
Active
Investors Heritage Life Insurance Company
300363
Agent - Life
12/1/2021
Active
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Health
6/8/2022
Active
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Life
6/8/2022
Inactive
Liberty Bankers Life Insurance Company
542461
Agent - Life
2/7/2022
6/1/2022
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Health
6/8/2022
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Life
6/8/2022
Active
National Security Insurance Company
1282495
Agent - Life
4/30/2024
Active
Nationwide Life and Annuity Insurance Company
300714
Agent - Health
1/14/2022
Active
Nationwide Life and Annuity Insurance Company
300714
Agent - Life
1/14/2022
Active
Oceanview Life and Annuity Company
301868
Agent - Life
12/18/2023
Active
Pacific Life Insurance Company
301848
Agent - Health
5/30/2024
Active
Pacific Life Insurance Company
301848
Agent - Life
5/30/2024
Active
Security Benefit Life Insurance Company
300583
Agent - Health
6/14/2022
Active
Security Benefit Life Insurance Company
300583
Agent - Life
6/14/2022
Active
Sentinel Security Life Insurance Company
935789
Agent - Health
6/28/2022
Active
Sentinel Security Life Insurance Company
935789
Agent - Life
6/28/2022
Active
Symetra Life Insurance Company
301691
Agent - Health
12/11/2023
Active
Symetra Life Insurance Company
301691
Agent - Life
12/11/2023
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Jurgens, Konrad
976082
Agent - Health
2/5/2024
Active
Jurgens, Konrad
976082
Agent - Life
2/5/2024
Active
Mcdermont, Adam Mcdermont
1203736
Agent - Health
2/5/2024
Active
Mcdermont, Adam Mcdermont
1203736
Agent - Life
2/5/2024
Inactive
Metzler, Paul Gabriel
520816
Agent - Health
11/29/2021
3/1/2022
Inactive
Metzler, Paul Gabriel
520816
Agent - Life
11/29/2021
3/1/2022
Active
Riney, Tim
917643
Agent - Health
5/10/2022
Active
Riney, Tim
917643
Agent - Life
5/10/2022
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