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DEPARTMENT OF INSURANCE
Affiliations
Name
Phalen, Jeffrey Matson
DOIID
561940
NAIC NPN
7533069
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Resident
Agent
Limited Line Credit
1/31/2003
3/31/2026
Active
Resident
Agent
Life
1/31/2003
3/31/2026
Active
Resident
Agent
Variable Life and Variable Annuities
5/24/2008
3/31/2026
* 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.
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 - Life
8/20/2008
12/6/2017
Inactive
Allianz Life Insurance Company of North America
301791
Agent - Variable Life and Variable Annuities
8/20/2008
12/6/2017
Active
American General Life Insurance Company
301585
Agent - Life
2/26/2015
Active
American General Life Insurance Company
301585
Agent - Variable Life and Variable Annuities
2/26/2015
Active
Athene Annuity and Life Company
301893
Agent - Life
6/21/2024
Inactive
Augustar Life Insurance Company
301816
Agent - Life
12/14/2006
5/11/2007
Active
Brighthouse Life Insurance Company
301829
Agent - Life
12/12/2016
Active
Brighthouse Life Insurance Company
301829
Agent - Variable Life and Variable Annuities
12/12/2016
Active
CMFG Life Insurance Company
300929
Agent - Life
8/19/2016
Active
CMFG Life Insurance Company
300929
Agent - Variable Life and Variable Annuities
8/19/2016
Active
Clear Spring Life and Annuity Company
300919
Agent - Life
10/24/2012
Inactive
Colorado Bankers Life Insurance Company
301845
Agent - Life
10/2/2018
7/11/2019
Inactive
Delaware Life Insurance Company
301256
Agent - Life
5/7/2012
12/16/2014
Inactive
Delaware Life Insurance Company
301256
Agent - Variable Life and Variable Annuities
5/7/2012
12/16/2014
Active
Eagle Life Insurance Company
701261
Agent - Life
9/17/2014
Inactive
EquiTrust Life Insurance Company
502870
Agent - Life
5/14/2008
7/14/2010
Inactive
Everlake Life Insurance Company
300873
Agent - Life
2/5/2003
1/9/2006
Inactive
Fidelity & Guaranty Life Insurance Company
301359
Agent - Life
9/29/2008
3/7/2012
Inactive
Fidelity Security Life Insurance Company
300466
Agent - Life
12/4/2012
1/10/2017
Active
Fortitude Life Insurance & Annuity Company
301503
Agent - Life
9/9/2010
Active
Fortitude Life Insurance & Annuity Company
301503
Agent - Variable Life and Variable Annuities
9/9/2010
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
12/26/2007
4/21/2009
Inactive
Glenbrook Life and Annuity Company
301384
Agent - Life
2/5/2003
1/1/2005
Inactive
Investors Heritage Life Insurance Company
300363
Agent - Limited Line Credit
8/31/2006
2/19/2016
Active
Jackson National Life Insurance Company
300486
Agent - Life
9/8/2016
Active
Jackson National Life Insurance Company
300486
Agent - Variable Life and Variable Annuities
9/8/2016
Inactive
Liberty Bankers Life Insurance Company
542461
Agent - Life
6/17/2009
11/29/2016
Inactive
Lincoln National Life Insurance Company (The)
301382
Agent - Life
2/5/2013
10/29/2018
Inactive
Lincoln National Life Insurance Company (The)
301382
Agent - Variable Life and Variable Annuities
2/5/2013
10/29/2018
Active
MEMBERS Life Insurance Company
301289
Agent - Life
8/19/2016
Active
MEMBERS Life Insurance Company
301289
Agent - Variable Life and Variable Annuities
8/19/2016
Active
MassMutual Ascend Life Insurance Company
300320
Agent - Life
10/19/2021
Inactive
MetLife Investors Insurance Company
301872
Agent - Life
1/18/2007
5/11/2007
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Life
2/15/2003
5/11/2007
Inactive
Nationwide Life Insurance Company
300495
Agent - Life
5/19/2022
12/12/2022
Inactive
Nationwide Life Insurance Company
300495
Agent - Variable Life and Variable Annuities
5/19/2022
12/12/2022
Inactive
Nationwide Life and Annuity Insurance Company
300714
Agent - Life
5/19/2022
12/12/2022
Inactive
Nationwide Life and Annuity Insurance Company
300714
Agent - Variable Life and Variable Annuities
5/19/2022
12/12/2022
Inactive
New York Life Insurance and Annuity Corporation
300726
Agent - Life
9/27/2006
5/14/2007
Active
Oxford Life Insurance Company
301079
Agent - Life
12/28/2017
Inactive
Oxford Life Insurance Company
301079
Agent - Variable Life and Variable Annuities
2/23/2015
5/16/2017
Active
Pacific Life Insurance Company
301848
Agent - Life
12/31/2024
Active
Pacific Life Insurance Company
301848
Agent - Variable Life and Variable Annuities
12/31/2024
Inactive
Protective Life Insurance Company
300638
Agent - Life
9/26/2006
11/23/2009
Inactive
Pruco Life Insurance Company
300954
Agent - Life
9/9/2010
12/23/2024
Inactive
Pruco Life Insurance Company
300954
Agent - Variable Life and Variable Annuities
9/9/2010
12/23/2024
Active
Reliance Standard Life Insurance Company
300584
Agent - Life
8/9/2017
Inactive
Southern Financial Life Insurance Company
300664
Agent - Limited Line Credit
1/31/2003
5/19/2020
Inactive
Standard Insurance Company
300185
Agent - Life
3/12/2008
12/5/2022
Inactive
Talcott Resolution Life Insurance Company
301759
Agent - Life
10/5/2006
12/23/2015
Inactive
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Life
10/5/2006
12/23/2015
Inactive
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Variable Life and Variable Annuities
5/21/2010
12/23/2015
Active
Transamerica Life Insurance Company
300571
Agent - Life
8/27/2010
Active
Transamerica Life Insurance Company
300571
Agent - Variable Life and Variable Annuities
8/27/2010
Inactive
Transamerica Occidental Life Insurance Company
300966
Agent - Life
5/15/2006
6/21/2006
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Life
7/30/2015
3/23/2018
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Variable Life and Variable Annuities
7/30/2015
3/23/2018
Inactive
West Coast Life Insurance Company
301607
Agent - Life
6/20/2007
11/16/2011
Inactive
Western National Life Insurance Company
300461
Agent - Life
9/27/2006
6/6/2007
Designated to act on behalf of the following Business Entities
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Citizens Union Bank of Shelbyville
398748
Agent - Life
7/22/2010
3/31/2014
Inactive
Citizens Union Bank of Shelbyville
398748
Agent - Limited Line Credit
7/22/2010
5/19/2020
Active
Money Concepts Capital Corp.
399976
Agent - Life
10/17/2013
Active
Money Concepts Capital Corp.
399976
Agent - Variable Life and Variable Annuities
10/17/2013
Active
Money Concepts International Inc
656354
Agent - Life
9/4/2007
Inactive
PNC Bank, NA
591188
Agent - Limited Line Credit
6/15/2004
5/16/2007
Inactive
PNC Insurance Services LLC
400874
Agent - Life
5/24/2004
6/30/2006
Inactive
Uvest Financial Serv Group Inc.
400567
Agent - Life
10/2/2006
5/14/2007
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