PUBLIC PROTECTION
CABINET
PPC Agencies
PPC Services
Open Records
Leadership
Internships
PPC News
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.
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
Inactive
EquiTrust Life Insurance Company
502870
Agent - Life
2/1/2022
4/14/2025
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
© Commonwealth of Kentucky. All rights reserved.