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DEPARTMENT OF INSURANCE
Affiliations
Name
United Planners Financial Services of America
DOIID
398106
NAIC NPN
659771
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Life
10/10/1997
3/31/2027
Active
Non Resident
Agent
Variable Life and Variable Annuities
5/31/2001
3/31/2027
Active
Non Resident
Agent
Health
10/10/1997
3/31/2027
* 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
Class
Invoice Date
Response Due / Expiration Date
Response Received Date
Payment Received Date
Renewal Complete
Agent
01/15/2025
03/31/2025
01/29/2025
01/29/2025
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 - Health
4/30/2008
Active
Allianz Life Insurance Company of North America
301791
Agent - Life
4/30/2008
Active
Allianz Life Insurance Company of North America
301791
Agent - Variable Life and Variable Annuities
4/30/2008
Active
American General Life Insurance Company
301585
Agent - Life
2/17/2012
Active
American General Life Insurance Company
301585
Agent - Variable Life and Variable Annuities
12/17/2012
Active
American United Life Insurance Company
300498
Agent - Health
1/4/2017
Active
American United Life Insurance Company
300498
Agent - Life
1/4/2017
Active
American United Life Insurance Company
300498
Agent - Variable Life and Variable Annuities
1/4/2017
Inactive
Ameritas Life Insurance Corporation
300126
Agent - Health
2/23/2005
11/15/2012
Inactive
Ameritas Life Insurance Corporation
300126
Agent - Life
2/23/2005
11/15/2012
Inactive
Ameritas Life Insurance Corporation
300126
Agent - Variable Life and Variable Annuities
2/22/2005
11/15/2012
Inactive
Ameritas Variable Life Insurance Company
300665
Agent - Health
2/23/2005
5/1/2007
Inactive
Ameritas Variable Life Insurance Company
300665
Agent - Life
2/23/2005
5/1/2007
Inactive
Ameritas Variable Life Insurance Company
300665
Agent - Variable Life and Variable Annuities
5/31/2001
5/1/2007
Active
Brighthouse Life Insurance Company
301829
Agent - Health
11/4/2014
Active
Brighthouse Life Insurance Company
301829
Agent - Life
11/14/2014
Active
Brighthouse Life Insurance Company
301829
Agent - Variable Life and Variable Annuities
11/14/2014
Active
Eagle Life Insurance Company
701261
Agent - Life
5/1/2015
Active
Equitable Financial Life Insurance Company
300808
Agent - Variable Life and Variable Annuities
10/11/2022
Active
Equitable Financial Life Insurance Company of America
301772
Agent - Variable Life and Variable Annuities
10/11/2022
Active
Forethought Life Insurance Company
301407
Agent - Health
4/26/2013
Active
Forethought Life Insurance Company
301407
Agent - Life
4/26/2013
Active
Forethought Life Insurance Company
301407
Agent - Variable Life and Variable Annuities
4/26/2013
Active
Fortitude Life Insurance & Annuity Company
301503
Agent - Life
9/9/2003
Active
Fortitude Life Insurance & Annuity Company
301503
Agent - Variable Life and Variable Annuities
9/9/2003
Inactive
General American Life Insurance Company
300280
Agent - Health
3/30/2004
11/14/2009
Inactive
General American Life Insurance Company
300280
Agent - Life
3/30/2004
11/14/2009
Inactive
General American Life Insurance Company
300280
Agent - Variable Life and Variable Annuities
3/30/2004
11/14/2009
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
9/20/2005
12/7/2012
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
9/20/2005
12/7/2012
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Variable Life and Variable Annuities
9/20/2005
12/11/2020
Inactive
Guardian Insurance & Annuity Company Inc. (The)
301920
Agent - Life
1/6/2005
11/12/2008
Inactive
Guardian Insurance & Annuity Company Inc. (The)
301920
Agent - Variable Life and Variable Annuities
5/31/2001
11/12/2008
Active
Jackson National Life Insurance Company
300486
Agent - Life
12/12/2014
Active
Jackson National Life Insurance Company
300486
Agent - Variable Life and Variable Annuities
5/31/2005
Inactive
John Hancock Life Insurance Company
300821
Agent - Health
2/18/2003
3/25/2003
Inactive
John Hancock Life Insurance Company
300821
Agent - Life
2/18/2003
3/25/2003
Inactive
John Hancock Life Insurance Company
300821
Agent - Variable Life and Variable Annuities
2/18/2003
12/30/2009
Active
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Health
9/19/2008
Active
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Life
9/19/2008
Active
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Variable Life and Variable Annuities
12/30/2009
Inactive
John Hancock Variable Life Insurance Company
301914
Agent - Life
2/18/2003
3/25/2003
Inactive
John Hancock Variable Life Insurance Company
301914
Agent - Variable Life and Variable Annuities
2/18/2003
2/23/2009
Inactive
Lincoln Benefit Life Company
301110
Agent - Health
8/11/2003
7/14/2014
Inactive
Lincoln Benefit Life Company
301110
Agent - Life
8/11/2003
7/14/2014
Inactive
Lincoln Benefit Life Company
301110
Agent - Variable Life and Variable Annuities
8/11/2003
7/14/2014
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Health
2/11/2005
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Life
2/11/2005
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Variable Life and Variable Annuities
5/31/2001
Inactive
MetLife Investors Insurance Company
301872
Agent - Health
11/1/2011
11/14/2014
Inactive
MetLife Investors Insurance Company
301872
Agent - Life
11/1/2011
11/14/2014
Inactive
MetLife Investors Insurance Company
301872
Agent - Variable Life and Variable Annuities
11/1/2011
11/14/2014
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Health
11/1/2011
11/14/2014
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Life
11/1/2011
11/14/2014
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Variable Life and Variable Annuities
11/1/2011
11/14/2014
Inactive
Metropolitan Life Insurance Company
301948
Agent - Health
11/1/2011
11/10/2020
Inactive
Metropolitan Life Insurance Company
301948
Agent - Life
11/1/2011
11/10/2020
Inactive
Metropolitan Life Insurance Company
301948
Agent - Variable Life and Variable Annuities
11/1/2011
11/10/2020
Active
Midland National Life Insurance Company
300923
Agent - Life
7/26/2019
Active
Midland National Life Insurance Company
300923
Agent - Variable Life and Variable Annuities
7/26/2019
Active
Nationwide Life Insurance Company
300495
Agent - Health
2/20/2019
Active
Nationwide Life Insurance Company
300495
Agent - Life
2/20/2012
Active
Nationwide Life Insurance Company
300495
Agent - Variable Life and Variable Annuities
5/31/2001
Inactive
Nationwide Life Insurance Company of America
301134
Agent - Health
5/30/2006
12/10/2007
Inactive
Nationwide Life Insurance Company of America
301134
Agent - Life
5/30/2006
12/10/2007
Inactive
Nationwide Life Insurance Company of America
301134
Agent - Variable Life and Variable Annuities
5/31/2001
12/10/2007
Inactive
Nationwide Life and Annuity Company of America
300172
Agent - Health
5/30/2006
12/10/2007
Inactive
Nationwide Life and Annuity Company of America
300172
Agent - Life
5/30/2006
12/10/2007
Inactive
Nationwide Life and Annuity Company of America
300172
Agent - Variable Life and Variable Annuities
5/31/2001
12/10/2007
Active
Nationwide Life and Annuity Insurance Company
300714
Agent - Health
2/25/2022
Active
Nationwide Life and Annuity Insurance Company
300714
Agent - Life
2/25/2022
Active
Nationwide Life and Annuity Insurance Company
300714
Agent - Variable Life and Variable Annuities
2/25/2022
Inactive
New England Life Insurance Company
300343
Agent - Health
3/30/2004
11/14/2009
Inactive
New England Life Insurance Company
300343
Agent - Life
3/30/2004
11/14/2009
Active
New York Life Insurance and Annuity Corporation
300726
Agent - Life
1/10/2019
Active
New York Life Insurance and Annuity Corporation
300726
Agent - Variable Life and Variable Annuities
1/10/2019
Inactive
Pacific Life Insurance Company
301848
Agent - Health
10/10/1997
3/25/2003
Active
Pacific Life Insurance Company
301848
Agent - Life
8/21/2009
Active
Pacific Life Insurance Company
301848
Agent - Variable Life and Variable Annuities
5/31/2001
Inactive
Principal Life Insurance Company
300129
Agent - Health
5/21/2001
3/25/2003
Inactive
Principal Life Insurance Company
300129
Agent - Life
5/21/2001
3/25/2003
Active
Principal Life Insurance Company
300129
Agent - Variable Life and Variable Annuities
5/31/2001
Active
Pruco Life Insurance Company
300954
Agent - Health
12/10/2009
Active
Pruco Life Insurance Company
300954
Agent - Life
12/10/2009
Active
Pruco Life Insurance Company
300954
Agent - Variable Life and Variable Annuities
12/10/2009
Inactive
SunAmerica Annuity and Life Assurance Company
301930
Agent - Life
7/18/2000
3/25/2003
Denied
SunAmerica Life Insurance Company
300096
Agent - Life
Active
Symetra Life Insurance Company
301691
Agent - Health
1/24/2023
Active
Symetra Life Insurance Company
301691
Agent - Life
1/24/2023
Active
Symetra Life Insurance Company
301691
Agent - Variable Life and Variable Annuities
1/24/2023
Active
Talcott Resolution Life Insurance Company
301759
Agent - Health
1/12/2010
Active
Talcott Resolution Life Insurance Company
301759
Agent - Life
1/12/2010
Active
Talcott Resolution Life Insurance Company
301759
Agent - Variable Life and Variable Annuities
1/12/2010
Active
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Health
1/12/2010
Active
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Life
1/12/2010
Active
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Variable Life and Variable Annuities
1/12/2010
Active
Transamerica Life Insurance Company
300571
Agent - Life
1/12/2010
Active
Transamerica Life Insurance Company
300571
Agent - Variable Life and Variable Annuities
3/19/2014
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Life
8/4/2005
5/18/2018
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Variable Life and Variable Annuities
8/4/2005
5/18/2018
Inactive
Western Reserve Life Assurance Company of Ohio
300760
Agent - Health
11/17/2006
12/5/2008
Inactive
Western Reserve Life Assurance Company of Ohio
300760
Agent - Life
11/17/2006
12/5/2008
Inactive
Western Reserve Life Assurance Company of Ohio
300760
Agent - Variable Life and Variable Annuities
11/17/2006
12/5/2008
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Ashley, Rondel Cary
311298
Agent - Health
12/11/2008
2/12/2019
Inactive
Ashley, Rondel Cary
311298
Agent - Life
12/11/2008
2/12/2019
Inactive
Ashley, Rondel Cary
311298
Agent - Variable Life and Variable Annuities
12/11/2008
2/12/2019
Active
Bailey, Macy
1365149
Agent - Life
10/17/2024
Active
Bailey, Macy
1365149
Agent - Variable Life and Variable Annuities
10/17/2024
Inactive
Barrett, Stephen Joseph
535267
Agent - Life
1/17/2007
10/31/2007
Inactive
Bartos, Dennis Carl
533354
Agent - Health
1/17/2007
1/23/2008
Inactive
Bartos, Dennis Carl
533354
Agent - Life
1/17/2007
1/23/2008
Inactive
Bartos, Dennis Carl
533354
Agent - Variable Life and Variable Annuities
1/17/2007
1/23/2008
Inactive
Blake, Christopher Peace
628408
Agent - Health
1/17/2007
8/30/2007
Inactive
Blake, Christopher Peace
628408
Agent - Life
1/17/2007
8/30/2007
Inactive
Brown, Rice E
568770
Agent - Life
4/26/2010
2/29/2012
Inactive
Brown, Rice E
568770
Agent - Variable Life and Variable Annuities
4/26/2010
2/29/2012
Inactive
Charnet, Mark E
699508
Agent - Life
3/25/2014
2/12/2019
Inactive
Charnet, Mark E
699508
Agent - Variable Life and Variable Annuities
3/25/2014
2/12/2019
Inactive
Clark, Roderick J
789892
Agent - Life
8/18/2015
2/12/2019
Inactive
Clark, Roderick J
789892
Agent - Variable Life and Variable Annuities
8/5/2015
2/12/2019
Inactive
Coles, Freeman Fisher
588448
Agent - Life
1/17/2007
2/28/2007
Inactive
Deaton, Randy Dean
701629
Agent - Life
5/15/2014
1/1/2016
Inactive
Deaton, Randy Dean
701629
Agent - Variable Life and Variable Annuities
5/15/2014
1/1/2016
Inactive
Garcia, Gonzalo M
563639
Agent - Health
1/17/2007
1/23/2008
Inactive
Garcia, Gonzalo M
563639
Agent - Life
1/17/2007
1/23/2008
Inactive
Garcia, Gonzalo M
563639
Agent - Variable Life and Variable Annuities
1/17/2007
1/23/2008
Inactive
Garrett, William B
606196
Agent - Variable Life and Variable Annuities
8/30/2011
12/23/2014
Denied
Guttman, Jerry L
303492
Agent - Life
Inactive
Hamilton, Cheryl Ann
728008
Agent - Life
9/25/2014
2/12/2019
Inactive
Hamilton, Cheryl Ann
728008
Agent - Variable Life and Variable Annuities
9/25/2014
2/12/2019
Denied
Holmwood, Amy
586557
Agent - Life
Denied
Holmwood, Amy
586557
Agent - Variable Life and Variable Annuities
Denied
Hopper, Kevin R.
526268
Agent - Health
Denied
Hopper, Kevin R.
526268
Agent - Life
Inactive
Horowitz, Michael Aaron
667137
Agent - Life
8/30/2011
5/31/2012
Inactive
Horowitz, Michael Aaron
667137
Agent - Variable Life and Variable Annuities
8/30/2011
5/31/2012
Pending
Joyce, Carol Margaret
1362940
Agent - Health
Pending
Joyce, Carol Margaret
1362940
Agent - Life
Pending
Joyce, Carol Margaret
1362940
Agent - Variable Life and Variable Annuities
Inactive
Krouse, Michael Paul
826293
Agent - Life
8/5/2015
2/12/2019
Inactive
Krouse, Michael Paul
826293
Agent - Variable Life and Variable Annuities
8/5/2015
2/12/2019
Inactive
Long, Michelle Marie
360716
Agent - Health
10/10/1997
2/18/2003
Inactive
Long, Michelle Marie
360716
Agent - Life
10/10/1997
2/18/2003
Inactive
Marinos, Donald Nicholas
601282
Agent - Health
5/16/2008
4/11/2011
Inactive
Marinos, Donald Nicholas
601282
Agent - Life
5/16/2008
4/11/2011
Inactive
Marinos, Donald Nicholas
601282
Agent - Variable Life and Variable Annuities
5/16/2008
4/11/2011
Denied
Matthew, Brent
731128
Agent - Health
Inactive
Matthew, Brent
731128
Agent - Life
11/27/2013
3/25/2014
Active
Oliverio, Kenneth William
991569
Agent - Health
2/20/2019
Denied
Oliverio, Kenneth William
991569
Agent - Life
Denied
Oliverio, Kenneth William
991569
Agent - Variable Life and Variable Annuities
Inactive
Reeve, John H
506485
Agent - Health
1/17/2007
2/29/2008
Inactive
Reeve, John H
506485
Agent - Life
1/17/2007
2/29/2008
Inactive
Schaefer, Thomas Carl
317523
Agent - Health
10/10/1997
3/25/2003
Inactive
Schaefer, Thomas Carl
317523
Agent - Life
10/10/1997
3/25/2003
Inactive
Scott, Karman Denise
663150
Agent - Life
6/28/2010
10/19/2012
Inactive
Scott, Karman Denise
663150
Agent - Variable Life and Variable Annuities
6/28/2010
10/19/2012
Inactive
Seaman, Brian Stirling
350192
Agent - Health
1/23/2009
11/16/2011
Inactive
Seaman, Brian Stirling
350192
Agent - Life
1/23/2009
10/31/2012
Inactive
Seaman, Brian Stirling
350192
Agent - Variable Life and Variable Annuities
1/23/2009
10/31/2012
Inactive
Shepherd, Robert A
305840
Agent - Health
1/17/2007
9/30/2017
Inactive
Shepherd, Robert A
305840
Agent - Life
1/17/2007
9/30/2017
Inactive
Shepherd, Robert A
305840
Agent - Variable Life and Variable Annuities
1/17/2007
9/30/2017
Active
Stack, Susan H
541610
Agent - Health
5/14/2019
Inactive
Stack, Susan H
541610
Agent - Life
5/14/2019
3/17/2025
Inactive
Stack, Susan H
541610
Agent - Variable Life and Variable Annuities
5/14/2019
3/17/2025
Inactive
Tausz, James William
579587
Agent - Health
1/17/2007
2/12/2019
Inactive
Tausz, James William
579587
Agent - Life
1/17/2007
2/12/2019
Inactive
Tausz, James William
579587
Agent - Variable Life and Variable Annuities
1/17/2007
7/16/2013
Inactive
Taylor, Boyd D
597547
Agent - Life
6/28/2010
3/17/2025
Inactive
Taylor, Boyd D
597547
Agent - Variable Life and Variable Annuities
6/28/2010
3/17/2025
Denied
Vernia, Jeannette Ann
360943
Agent - Health
Denied
Vernia, Jeannette Ann
360943
Agent - Life
Denied
Vernia, Jeannette Ann
360943
Agent - Variable Life and Variable Annuities
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