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DEPARTMENT OF INSURANCE
Affiliations
Name
Transformation Financial LLC
DOIID
1321265
NAIC NPN
20836975
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Life
1/29/2024
3/31/2028
Active
Non Resident
Agent
Health
1/29/2024
3/31/2028
* 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 National Insurance Company
301861
Agent - Life
8/12/2026
Inactive
Life Insurance Company of the Southwest
301867
Agent - Life
11/13/2025
6/22/2026
Active
North American Company for Life and Health Insurance
300291
Agent - Life
4/23/2026
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Levitan, Jeffrey Scott
323240
Agent - Health
1/29/2024
Active
Levitan, Jeffrey Scott
323240
Agent - Life
1/29/2024
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