DEPARTMENT OF INSURANCE

Affiliations

Name	Phelps Financial Services, Inc.	DOIID	526175	NAIC NPN	1874983

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	License Expiration Date
Active	Non Resident	Agent	Casualty	4/21/2005	3/31/2027
Active	Non Resident	Agent	Life	4/21/2005	3/31/2027
Active	Non Resident	Agent	Property	4/21/2005	3/31/2027
Active	Non Resident	Agent	Health	4/21/2005	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	03/04/2025	03/04/2025	Yes

Appointments with the following Insurers

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	Accendo Insurance Company	300312	Agent - Life	4/13/2021
Active	Aetna Health Inc. (PA)	660717	Agent - Health	4/8/2021
Active	Aetna Health and Life Insurance Company	300523	Agent - Health	4/13/2021
Active	Aetna Health of Ohio Inc.	1065035	Agent - Health	8/6/2020
Active	Aetna Life Insurance Company	301140	Agent - Health	4/8/2021
Inactive	AmTrust Insurance Company	300179	Agent - Casualty	1/16/2019	8/2/2019
Inactive	AmTrust Insurance Company	300179	Agent - Property	1/16/2019	8/2/2019
Inactive	American Economy Insurance Company	300315	Agent - Casualty	11/9/2019	3/29/2024
Inactive	American Economy Insurance Company	300315	Agent - Property	11/9/2019	3/29/2024
Inactive	American Modern Home Insurance Company	300791	Agent - Casualty	1/19/2015	11/14/2021
Inactive	American Modern Home Insurance Company	300791	Agent - Property	1/19/2015	11/14/2021
Inactive	American Modern Select Insurance Company	581481	Agent - Casualty	1/19/2015	11/14/2021
Inactive	American Modern Select Insurance Company	581481	Agent - Property	1/19/2015	11/14/2021
Inactive	American Southern Home Insurance Company	626276	Agent - Casualty	1/19/2015	11/14/2021
Inactive	American Southern Home Insurance Company	626276	Agent - Property	1/19/2015	11/14/2021
Inactive	Chesapeake Life Insurance Company (The)	301017	Agent - Health	5/10/2021	1/6/2025
Active	Continental Life Insurance Company of Brentwood Tennessee	301526	Agent - Health	4/13/2021
Active	Continental Life Insurance Company of Brentwood Tennessee	301526	Agent - Life	4/13/2021
Active	GuideOne Elite Insurance Company	300490	Agent - Casualty	4/25/2005
Active	GuideOne Elite Insurance Company	300490	Agent - Property	4/25/2005
Active	GuideOne Insurance Company	301794	Agent - Casualty	4/25/2005
Active	GuideOne Insurance Company	301794	Agent - Property	4/25/2005
Active	GuideOne Specialty Insurance Company	300278	Agent - Casualty	4/25/2005
Active	GuideOne Specialty Insurance Company	300278	Agent - Property	4/25/2005
Inactive	Milford Casualty Insurance Company	301460	Agent - Casualty	1/16/2019	8/2/2019
Inactive	Milford Casualty Insurance Company	301460	Agent - Property	1/16/2019	8/2/2019
Inactive	Park National Insurance Company	692514	Agent - Casualty	1/16/2019	8/2/2019
Inactive	Park National Insurance Company	692514	Agent - Property	1/16/2019	8/2/2019
Inactive	SAFECO Insurance Company of America	300159	Agent - Casualty	9/13/2016	3/29/2024
Inactive	SAFECO Insurance Company of America	300159	Agent - Property	9/13/2016	3/29/2024
Inactive	SAFECO Insurance Company of Illinois	301350	Agent - Casualty	9/13/2016	3/29/2024
Inactive	SAFECO Insurance Company of Illinois	301350	Agent - Property	9/13/2016	3/29/2024
Inactive	Security National Insurance Company	301151	Agent - Casualty	1/16/2019	8/2/2019
Inactive	Security National Insurance Company	301151	Agent - Property	1/16/2019	8/2/2019
Active	SilverScript Insurance Company	663526	Agent - Health	5/11/2020
Inactive	Technology Insurance Company	613278	Agent - Casualty	1/16/2019	8/2/2019
Inactive	Technology Insurance Company	613278	Agent - Property	1/16/2019	8/2/2019
Inactive	WellCare Health Insurance Company of Kentucky, Inc.	301478	Agent - Health	4/7/2022	5/25/2022
Inactive	WellCare Prescription Insurance Inc.	654329	Agent - Health	4/7/2022	5/25/2022
Inactive	Wesco Insurance Company	300534	Agent - Casualty	1/16/2019	8/2/2019
Inactive	Wesco Insurance Company	300534	Agent - Property	1/16/2019	8/2/2019

Designated Individuals

Status	Affiliation Name	DOI Number	Line of Authority	Active Date
Active	Phelps, Dorr R	525837	Agent - Casualty	4/21/2005
Active	Phelps, Dorr R	525837	Agent - Health	4/21/2005
Active	Phelps, Dorr R	525837	Agent - Life	4/21/2005
Active	Phelps, Dorr R	525837	Agent - Property	4/21/2005