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DEPARTMENT OF INSURANCE
Affiliations
Name
M Financial Holdings Inc
DBA : M Financial Group
DOIID
400517
NAIC NPN
2518920
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Health
6/27/2023
3/31/2027
Active
Non Resident
Agent
Life
6/27/2023
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
01/15/2025
03/31/2025
02/28/2025
02/28/2025
Yes
Appointments with the following Insurers
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Allianz Life Insurance Company of North America
301791
Agent - Health
7/6/2009
4/4/2011
Inactive
Allianz Life Insurance Company of North America
301791
Agent - Life
7/6/2009
4/4/2011
Inactive
Delaware Life Insurance Company
301256
Agent - Life
6/14/2007
1/1/2023
Inactive
First Colony Life Insurance Company
301179
Agent - Life
8/16/2002
1/1/2007
Inactive
Genworth Life Insurance Company
300623
Agent - Health
11/29/2000
12/3/2019
Inactive
Genworth Life Insurance Company
300623
Agent - Life
11/29/2000
12/3/2019
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
11/30/2000
12/7/2012
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
11/30/2000
12/7/2012
Inactive
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Health
1/16/2004
1/1/2023
Inactive
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Life
1/16/2004
1/1/2023
Inactive
Lincoln National Life Insurance Company (The)
301382
Agent - Health
10/7/2002
1/1/2023
Inactive
Lincoln National Life Insurance Company (The)
301382
Agent - Life
10/7/2002
1/1/2023
Inactive
MedAmerica Insurance Company
301568
Agent - Health
10/30/2007
6/23/2010
Inactive
Metropolitan Life Insurance Company
301948
Agent - Health
5/2/2005
1/1/2023
Inactive
Metropolitan Life Insurance Company
301948
Agent - Life
5/2/2005
1/1/2023
Inactive
Pacific Life Insurance Company
301848
Agent - Health
8/4/1999
7/16/2009
Inactive
Pacific Life Insurance Company
301848
Agent - Life
8/4/1999
7/16/2009
Inactive
Penn Treaty Network America Insurance Company
301297
Agent - Health
11/8/2007
11/27/2008
Inactive
Penn Treaty Network America Insurance Company
301297
Agent - Life
11/8/2007
11/27/2008
Active
Pruco Life Insurance Company
300954
Agent - Health
11/30/2023
Active
Pruco Life Insurance Company
300954
Agent - Life
11/30/2023
Inactive
State Life Insurance Company
301497
Agent - Health
1/14/2014
1/1/2023
Inactive
State Life Insurance Company
301497
Agent - Life
1/14/2014
1/1/2023
Inactive
TIAA-CREF Life Insurance Company
556577
Agent - Life
4/17/2012
5/8/2020
Inactive
United of Omaha Life Insurance Company
300156
Agent - Health
7/14/2009
12/26/2012
Inactive
United of Omaha Life Insurance Company
300156
Agent - Life
7/14/2009
12/26/2012
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Health
3/31/2005
3/23/2018
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Life
3/31/2005
3/23/2018
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Alabi, Hope Noelle
1165194
Agent - Health
6/27/2023
1/23/2024
Inactive
Alabi, Hope Noelle
1165194
Agent - Life
6/27/2023
1/23/2024
Inactive
Donahe, Heidi Pederson
598909
Agent - Health
2/14/2005
7/16/2007
Inactive
Donahe, Heidi Pederson
598909
Agent - Life
2/14/2005
7/16/2007
Inactive
Dougherty, Casey W
897523
Agent - Health
7/29/2020
10/31/2022
Inactive
Dougherty, Casey W
897523
Agent - Life
7/29/2020
10/31/2022
Inactive
Legacy, Elizabeth
1205077
Agent - Health
3/29/2023
5/30/2023
Inactive
Legacy, Elizabeth
1205077
Agent - Life
3/29/2023
5/30/2023
Inactive
Mc Namara-Fenesy, Bridget Mary
379501
Agent - Health
7/29/2020
9/30/2022
Inactive
Mc Namara-Fenesy, Bridget Mary
379501
Agent - Life
7/29/2020
9/30/2022
Inactive
Morrison, Connie Kathleen
549191
Agent - Health
1/6/2003
11/30/2011
Inactive
Morrison, Connie Kathleen
549191
Agent - Life
1/6/2003
11/30/2011
Inactive
Rynties, Curtis Vaughn
549190
Agent - Health
2/11/2003
7/11/2017
Inactive
Rynties, Curtis Vaughn
549190
Agent - Life
2/11/2003
7/11/2017
Active
Schoonmaker, Michael S
1290409
Agent - Health
12/1/2023
Active
Schoonmaker, Michael S
1290409
Agent - Life
12/1/2023
Inactive
Spitzer, Thomas Neil
334527
Agent - Health
8/4/1999
4/18/2000
Inactive
Spitzer, Thomas Neil
334527
Agent - Life
8/4/1999
4/18/2000
Inactive
Watros, Robert David
663052
Agent - Health
10/24/2017
7/29/2020
Inactive
Watros, Robert David
663052
Agent - Life
10/24/2017
7/29/2020
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