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DEPARTMENT OF INSURANCE
Affiliations
Name
Oak Tree Financial Inc
DOIID
398154
NAIC NPN
1920493
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Health
2/15/2017
3/31/2027
Active
Non Resident
Agent
Life
2/15/2017
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
01/15/2027
03/31/2027
Appointments with the following Insurers
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
American Equity Investment Life Insurance Company
300389
Agent - Life
12/1/2020
Inactive
American General Life Insurance Company
301585
Agent - Health
3/13/2011
11/9/2012
Inactive
American General Life Insurance Company
301585
Agent - Life
3/13/2011
11/9/2012
Inactive
American National Insurance Company
301861
Agent - Health
5/11/2004
1/1/2017
Inactive
American National Insurance Company
301861
Agent - Life
5/11/2004
1/1/2017
Inactive
Annuity Investors Life Insurance Company
300715
Agent - Life
3/26/2008
9/28/2011
Inactive
Athene Annuity and Life Company
301893
Agent - Health
8/4/2006
7/9/2014
Inactive
Athene Annuity and Life Company
301893
Agent - Life
11/6/2001
7/9/2014
Active
Baltimore Life Insurance Company
300286
Agent - Health
3/28/2026
Active
Baltimore Life Insurance Company
300286
Agent - Life
3/28/2026
Inactive
Bankers Life Insurance Company
301784
Agent - Life
5/23/2018
2/8/2019
Active
Banner Life Insurance Company
301696
Agent - Life
1/3/2025
Inactive
Boston Mutual Life Insurance Company
300143
Agent - Health
12/20/2002
3/8/2006
Inactive
Boston Mutual Life Insurance Company
300143
Agent - Life
12/20/2002
3/8/2006
Inactive
Chase Insurance Life and Annuity Company
300518
Agent - Life
11/19/2004
4/1/2007
Inactive
Clarica Life Insurance Company - U.S.
300207
Agent - Life
10/16/2001
4/26/2004
Inactive
Dearborn Life Insurance Company
300401
Agent - Health
1/3/2002
9/2/2011
Inactive
Dearborn Life Insurance Company
300401
Agent - Life
1/3/2002
9/2/2011
Active
EquiTrust Life Insurance Company
502870
Agent - Life
5/19/2017
Inactive
Equitable Financial Life Insurance Company
300808
Agent - Health
3/9/2010
1/1/2017
Inactive
Equitable Financial Life Insurance Company
300808
Agent - Life
3/9/2010
1/1/2017
Active
Fidelity & Guaranty Life Insurance Company
301359
Agent - Life
9/2/2025
Inactive
First Colony Life Insurance Company
301179
Agent - Health
10/25/2004
1/1/2007
Inactive
First Colony Life Insurance Company
301179
Agent - Life
10/25/2004
1/1/2007
Inactive
Forethought Life Insurance Company
301407
Agent - Health
8/2/2019
12/15/2025
Inactive
Forethought Life Insurance Company
301407
Agent - Life
8/2/2019
12/15/2025
Inactive
Genworth Life Insurance Company
300623
Agent - Health
10/27/2004
10/4/2012
Inactive
Genworth Life Insurance Company
300623
Agent - Life
10/27/2004
10/4/2012
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
1/1/2007
10/4/2012
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
1/1/2007
10/4/2012
Inactive
Indianapolis Life Insurance Company
301381
Agent - Health
8/4/2006
10/1/2008
Inactive
Indianapolis Life Insurance Company
301381
Agent - Life
8/1/2002
10/1/2008
Inactive
Lafayette Life Insurance Company (The)
301039
Agent - Health
12/30/2002
2/15/2005
Inactive
Lafayette Life Insurance Company (The)
301039
Agent - Life
12/30/2002
2/15/2005
Active
Life Insurance Company of the Southwest
301867
Agent - Health
6/12/2017
Active
Life Insurance Company of the Southwest
301867
Agent - Life
6/12/2017
Inactive
Life Investors Insurance Company of America
301793
Agent - Health
7/28/1999
10/2/2008
Inactive
Life Investors Insurance Company of America
301793
Agent - Life
7/28/1999
10/2/2008
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Health
4/21/2017
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Life
4/21/2017
Inactive
MassMutual Ascend Life Insurance Company
300320
Agent - Health
2/9/1999
3/14/2016
Active
MassMutual Ascend Life Insurance Company
300320
Agent - Life
7/10/2018
Inactive
Midland National Life Insurance Company
300923
Agent - Life
4/26/2004
2/17/2005
Inactive
National Health Insurance Company
300554
Agent - Health
4/15/2002
9/30/2004
Inactive
National Health Insurance Company
300554
Agent - Life
4/15/2002
9/30/2004
Inactive
North American Company for Life and Health Insurance
300291
Agent - Health
3/22/2007
1/1/2017
Active
North American Company for Life and Health Insurance
300291
Agent - Life
10/23/2019
Active
Oceanview Life and Annuity Company
301868
Agent - Life
6/25/2020
Active
Oxford Life Insurance Company
301079
Agent - Life
10/5/2023
Active
Pacific Guardian Life Insurance Co., Ltd.
1074040
Agent - Life
6/7/2022
Active
Pacific Life Insurance Company
301848
Agent - Life
6/18/2018
Active
Protective Life Insurance Company
300638
Agent - Health
4/1/2021
Active
Protective Life Insurance Company
300638
Agent - Life
4/1/2021
Active
Pruco Life Insurance Company
300954
Agent - Life
10/13/2023
Inactive
ReliaStar Life Insurance Company
301712
Agent - Life
5/8/2001
4/2/2004
Active
Revol One Insurance Company
300681
Agent - Life
5/1/2025
Inactive
The Savings Bank Mutual Life Insurance Company of Massachusetts
690290
Agent - Life
2/18/2014
1/1/2017
Active
Transamerica Life Insurance Company
300571
Agent - Health
3/22/2019
Active
Transamerica Life Insurance Company
300571
Agent - Life
3/22/2019
Inactive
Transamerica Premier Life Insurance Company
300558
Agent - Health
7/12/2019
10/1/2020
Inactive
Transamerica Premier Life Insurance Company
300558
Agent - Life
7/12/2019
10/1/2020
Inactive
U.S. Financial Life Insurance Company
301812
Agent - Life
8/25/2003
9/20/2007
Inactive
USG Annuity & Life Company
300457
Agent - Life
4/2/2002
1/1/2004
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Life
1/1/2004
3/15/2010
Inactive
West Coast Life Insurance Company
301607
Agent - Life
12/3/2001
11/16/2011
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Earl, Jennifer
867690
Agent - Health
2/15/2017
Active
Earl, Jennifer
867690
Agent - Life
2/15/2017
Inactive
Earl, Steven R
312097
Agent - Health
1/1/2004
10/31/2016
Inactive
Earl, Steven R
312097
Agent - Life
1/1/2004
10/31/2016
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