DEPARTMENT OF INSURANCE
Affiliations
NameOak Tree Financial IncDOIID398154NAIC NPN1920493
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveNon ResidentAgentHealth2/15/2017 3/31/2027
ActiveNon ResidentAgentLife2/15/2017 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
ClassInvoice DateResponse Due / Expiration DateResponse Received DatePayment Received DateRenewal Complete
Agent01/15/202703/31/2027   
Appointments with the following Insurers
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveAmerican Equity Investment Life Insurance Company300389Agent - Life12/1/2020 
InactiveAmerican General Life Insurance Company301585Agent - Health3/13/201111/9/2012
InactiveAmerican General Life Insurance Company301585Agent - Life3/13/201111/9/2012
InactiveAmerican National Insurance Company301861Agent - Health5/11/20041/1/2017
InactiveAmerican National Insurance Company301861Agent - Life5/11/20041/1/2017
InactiveAnnuity Investors Life Insurance Company300715Agent - Life3/26/20089/28/2011
InactiveAthene Annuity and Life Company301893Agent - Health8/4/20067/9/2014
InactiveAthene Annuity and Life Company301893Agent - Life11/6/20017/9/2014
ActiveBaltimore Life Insurance Company300286Agent - Health3/28/2026 
ActiveBaltimore Life Insurance Company300286Agent - Life3/28/2026 
InactiveBankers Life Insurance Company301784Agent - Life5/23/20182/8/2019
ActiveBanner Life Insurance Company301696Agent - Life1/3/2025 
InactiveBoston Mutual Life Insurance Company300143Agent - Health12/20/20023/8/2006
InactiveBoston Mutual Life Insurance Company300143Agent - Life12/20/20023/8/2006
InactiveChase Insurance Life and Annuity Company300518Agent - Life11/19/20044/1/2007
InactiveClarica Life Insurance Company - U.S.300207Agent - Life10/16/20014/26/2004
InactiveDearborn Life Insurance Company300401Agent - Health1/3/20029/2/2011
InactiveDearborn Life Insurance Company300401Agent - Life1/3/20029/2/2011
ActiveEquiTrust Life Insurance Company502870Agent - Life5/19/2017 
InactiveEquitable Financial Life Insurance Company300808Agent - Health3/9/20101/1/2017
InactiveEquitable Financial Life Insurance Company300808Agent - Life3/9/20101/1/2017
ActiveFidelity & Guaranty Life Insurance Company301359Agent - Life9/2/2025 
InactiveFirst Colony Life Insurance Company301179Agent - Health10/25/20041/1/2007
InactiveFirst Colony Life Insurance Company301179Agent - Life10/25/20041/1/2007
InactiveForethought Life Insurance Company301407Agent - Health8/2/201912/15/2025
InactiveForethought Life Insurance Company301407Agent - Life8/2/201912/15/2025
InactiveGenworth Life Insurance Company300623Agent - Health10/27/200410/4/2012
InactiveGenworth Life Insurance Company300623Agent - Life10/27/200410/4/2012
InactiveGenworth Life and Annuity Insurance Company301276Agent - Health1/1/200710/4/2012
InactiveGenworth Life and Annuity Insurance Company301276Agent - Life1/1/200710/4/2012
InactiveIndianapolis Life Insurance Company301381Agent - Health8/4/200610/1/2008
InactiveIndianapolis Life Insurance Company301381Agent - Life8/1/200210/1/2008
InactiveLafayette Life Insurance Company (The)301039Agent - Health12/30/20022/15/2005
InactiveLafayette Life Insurance Company (The)301039Agent - Life12/30/20022/15/2005
ActiveLife Insurance Company of the Southwest301867Agent - Health6/12/2017 
ActiveLife Insurance Company of the Southwest301867Agent - Life6/12/2017 
InactiveLife Investors Insurance Company of America301793Agent - Health7/28/199910/2/2008
InactiveLife Investors Insurance Company of America301793Agent - Life7/28/199910/2/2008
ActiveLincoln National Life Insurance Company (The)301382Agent - Health4/21/2017 
ActiveLincoln National Life Insurance Company (The)301382Agent - Life4/21/2017 
InactiveMassMutual Ascend Life Insurance Company300320Agent - Health2/9/19993/14/2016
ActiveMassMutual Ascend Life Insurance Company300320Agent - Life7/10/2018 
InactiveMidland National Life Insurance Company300923Agent - Life4/26/20042/17/2005
InactiveNational Health Insurance Company300554Agent - Health4/15/20029/30/2004
InactiveNational Health Insurance Company300554Agent - Life4/15/20029/30/2004
InactiveNorth American Company for Life and Health Insurance300291Agent - Health3/22/20071/1/2017
ActiveNorth American Company for Life and Health Insurance300291Agent - Life10/23/2019 
ActiveOceanview Life and Annuity Company301868Agent - Life6/25/2020 
ActiveOxford Life Insurance Company301079Agent - Life10/5/2023 
ActivePacific Guardian Life Insurance Co., Ltd.1074040Agent - Life6/7/2022 
ActivePacific Life Insurance Company301848Agent - Life6/18/2018 
ActiveProtective Life Insurance Company300638Agent - Health4/1/2021 
ActiveProtective Life Insurance Company300638Agent - Life4/1/2021 
ActivePruco Life Insurance Company300954Agent - Life10/13/2023 
InactiveReliaStar Life Insurance Company301712Agent - Life5/8/20014/2/2004
ActiveRevol One Insurance Company300681Agent - Life5/1/2025 
InactiveThe Savings Bank Mutual Life Insurance Company of Massachusetts690290Agent - Life2/18/20141/1/2017
ActiveTransamerica Life Insurance Company300571Agent - Health3/22/2019 
ActiveTransamerica Life Insurance Company300571Agent - Life3/22/2019 
InactiveTransamerica Premier Life Insurance Company300558Agent - Health7/12/201910/1/2020
InactiveTransamerica Premier Life Insurance Company300558Agent - Life7/12/201910/1/2020
InactiveU.S. Financial Life Insurance Company301812Agent - Life8/25/20039/20/2007
InactiveUSG Annuity & Life Company300457Agent - Life4/2/20021/1/2004
InactiveVenerable Insurance and Annuity Company301006Agent - Life1/1/20043/15/2010
InactiveWest Coast Life Insurance Company301607Agent - Life12/3/200111/16/2011
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveEarl, Jennifer 867690Agent - Health2/15/2017 
ActiveEarl, Jennifer 867690Agent - Life2/15/2017 
InactiveEarl, Steven R 312097Agent - Health1/1/200410/31/2016
InactiveEarl, Steven R 312097Agent - Life1/1/200410/31/2016

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