DEPARTMENT OF INSURANCE
Affiliations
NamePhalen, Jeffrey MatsonDOIID561940NAIC NPN7533069
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveResidentAgentLimited Line Credit1/31/2003 3/31/2026
ActiveResidentAgentLife1/31/2003 3/31/2026
ActiveResidentAgentVariable Life and Variable Annuities5/24/2008 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
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
InactiveAllianz Life Insurance Company of North America301791Agent - Life8/20/200812/6/2017
InactiveAllianz Life Insurance Company of North America301791Agent - Variable Life and Variable Annuities8/20/200812/6/2017
ActiveAmerican General Life Insurance Company301585Agent - Life2/26/2015 
ActiveAmerican General Life Insurance Company301585Agent - Variable Life and Variable Annuities2/26/2015 
ActiveAthene Annuity and Life Company301893Agent - Life6/21/2024 
InactiveAugustar Life Insurance Company301816Agent - Life12/14/20065/11/2007
ActiveBrighthouse Life Insurance Company301829Agent - Life12/12/2016 
ActiveBrighthouse Life Insurance Company301829Agent - Variable Life and Variable Annuities12/12/2016 
ActiveCMFG Life Insurance Company300929Agent - Life8/19/2016 
ActiveCMFG Life Insurance Company300929Agent - Variable Life and Variable Annuities8/19/2016 
ActiveClear Spring Life and Annuity Company300919Agent - Life10/24/2012 
InactiveColorado Bankers Life Insurance Company301845Agent - Life10/2/20187/11/2019
InactiveDelaware Life Insurance Company301256Agent - Life5/7/201212/16/2014
InactiveDelaware Life Insurance Company301256Agent - Variable Life and Variable Annuities5/7/201212/16/2014
ActiveEagle Life Insurance Company701261Agent - Life9/17/2014 
InactiveEquiTrust Life Insurance Company502870Agent - Life5/14/20087/14/2010
InactiveEverlake Life Insurance Company300873Agent - Life2/5/20031/9/2006
InactiveFidelity & Guaranty Life Insurance Company301359Agent - Life9/29/20083/7/2012
InactiveFidelity Security Life Insurance Company300466Agent - Life12/4/20121/10/2017
ActiveFortitude Life Insurance & Annuity Company301503Agent - Life9/9/2010 
ActiveFortitude Life Insurance & Annuity Company301503Agent - Variable Life and Variable Annuities9/9/2010 
InactiveGenworth Life and Annuity Insurance Company301276Agent - Life12/26/20074/21/2009
InactiveGlenbrook Life and Annuity Company301384Agent - Life2/5/20031/1/2005
InactiveInvestors Heritage Life Insurance Company300363Agent - Limited Line Credit8/31/20062/19/2016
ActiveJackson National Life Insurance Company300486Agent - Life9/8/2016 
ActiveJackson National Life Insurance Company300486Agent - Variable Life and Variable Annuities9/8/2016 
InactiveLiberty Bankers Life Insurance Company542461Agent - Life6/17/200911/29/2016
InactiveLincoln National Life Insurance Company (The)301382Agent - Life2/5/201310/29/2018
InactiveLincoln National Life Insurance Company (The)301382Agent - Variable Life and Variable Annuities2/5/201310/29/2018
ActiveMEMBERS Life Insurance Company301289Agent - Life8/19/2016 
ActiveMEMBERS Life Insurance Company301289Agent - Variable Life and Variable Annuities8/19/2016 
ActiveMassMutual Ascend Life Insurance Company300320Agent - Life10/19/2021 
InactiveMetLife Investors Insurance Company301872Agent - Life1/18/20075/11/2007
InactiveMetLife Investors USA Insurance Company300845Agent - Life2/15/20035/11/2007
InactiveNationwide Life Insurance Company300495Agent - Life5/19/202212/12/2022
InactiveNationwide Life Insurance Company300495Agent - Variable Life and Variable Annuities5/19/202212/12/2022
InactiveNationwide Life and Annuity Insurance Company300714Agent - Life5/19/202212/12/2022
InactiveNationwide Life and Annuity Insurance Company300714Agent - Variable Life and Variable Annuities5/19/202212/12/2022
InactiveNew York Life Insurance and Annuity Corporation300726Agent - Life9/27/20065/14/2007
ActiveOxford Life Insurance Company301079Agent - Life12/28/2017 
InactiveOxford Life Insurance Company301079Agent - Variable Life and Variable Annuities2/23/20155/16/2017
InactivePacific Life Insurance Company301848Agent - Life8/11/200812/1/2022
InactivePacific Life Insurance Company301848Agent - Variable Life and Variable Annuities8/11/200812/1/2022
InactiveProtective Life Insurance Company300638Agent - Life9/26/200611/23/2009
ActivePruco Life Insurance Company300954Agent - Life9/9/2010 
ActivePruco Life Insurance Company300954Agent - Variable Life and Variable Annuities9/9/2010 
ActiveReliance Standard Life Insurance Company300584Agent - Life8/9/2017 
InactiveSouthern Financial Life Insurance Company300664Agent - Limited Line Credit1/31/20035/19/2020
InactiveStandard Insurance Company300185Agent - Life3/12/200812/5/2022
InactiveTalcott Resolution Life Insurance Company301759Agent - Life10/5/200612/23/2015
InactiveTalcott Resolution Life and Annuity Insurance Company300932Agent - Life10/5/200612/23/2015
InactiveTalcott Resolution Life and Annuity Insurance Company300932Agent - Variable Life and Variable Annuities5/21/201012/23/2015
ActiveTransamerica Life Insurance Company300571Agent - Life8/27/2010 
ActiveTransamerica Life Insurance Company300571Agent - Variable Life and Variable Annuities8/27/2010 
InactiveTransamerica Occidental Life Insurance Company300966Agent - Life5/15/20066/21/2006
InactiveVenerable Insurance and Annuity Company301006Agent - Life7/30/20153/23/2018
InactiveVenerable Insurance and Annuity Company301006Agent - Variable Life and Variable Annuities7/30/20153/23/2018
InactiveWest Coast Life Insurance Company301607Agent - Life6/20/200711/16/2011
InactiveWestern National Life Insurance Company300461Agent - Life9/27/20066/6/2007
Designated to act on behalf of the following Business Entities
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
InactiveCitizens Union Bank of Shelbyville398748Agent - Life7/22/20103/31/2014
InactiveCitizens Union Bank of Shelbyville398748Agent - Limited Line Credit7/22/20105/19/2020
ActiveMoney Concepts Capital Corp.399976Agent - Life10/17/2013 
ActiveMoney Concepts Capital Corp.399976Agent - Variable Life and Variable Annuities10/17/2013 
ActiveMoney Concepts International Inc656354Agent - Life9/4/2007 
InactivePNC Bank, NA591188Agent - Limited Line Credit6/15/20045/16/2007
InactivePNC Insurance Services LLC400874Agent - Life5/24/20046/30/2006
InactiveUvest Financial Serv Group Inc.400567Agent - Life10/2/20065/14/2007

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