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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
Life Insurance Company of the Southwest
301867
Agent - Life
11/13/2025
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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