DEPARTMENT OF INSURANCE
Affiliations
NameRetirement & Financial Solutions, Inc.
DBA : Retirement & Financial Strategies
DOIID597586NAIC NPN8292204
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveResidentAgentHealth6/6/2022 3/31/2026
ActiveResidentAgentLife6/6/2022 3/31/2026
InactiveResidentAgentVariable Life and Variable Annuities10/27/200412/14/2021 
* 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 - Health8/1/20065/10/2013
InactiveAllianz Life Insurance Company of North America301791Agent - Life8/1/20065/10/2013
InactiveBankers Life Insurance Company301784Agent - Variable Life and Variable Annuities3/13/20182/8/2019
ActiveBanner Life Insurance Company301696Agent - Life12/27/2022 
InactiveFirst Colony Life Insurance Company301179Agent - Life2/15/20051/1/2007
InactiveGeneral American Life Insurance Company300280Agent - Health9/12/200611/20/2009
InactiveGeneral American Life Insurance Company300280Agent - Life9/12/200611/20/2009
InactiveGenworth Life and Annuity Insurance Company301276Agent - Health4/22/200910/4/2012
InactiveGenworth Life and Annuity Insurance Company301276Agent - Life1/1/200710/4/2012
ActiveLiberty Bankers Life Insurance Company542461Agent - Life6/21/2022 
ActiveLincoln National Life Insurance Company (The)301382Agent - Health7/27/2022 
ActiveLincoln National Life Insurance Company (The)301382Agent - Life7/27/2022 
InactiveMetLife Investors USA Insurance Company300845Agent - Health9/12/200611/20/2009
InactiveMetLife Investors USA Insurance Company300845Agent - Life9/12/200611/20/2009
InactivePacific Life Insurance Company301848Agent - Life2/21/20193/31/2022
InactivePan-American Assurance Company301533Agent - Health2/9/20057/31/2009
InactivePan-American Assurance Company301533Agent - Life2/9/20057/31/2009
InactivePan-American Life Insurance Company301530Agent - Health2/9/20057/31/2009
InactivePan-American Life Insurance Company301530Agent - Life2/9/20057/31/2009
InactivePrincipal Life Insurance Company300129Agent - Health2/11/200512/14/2009
InactivePrincipal Life Insurance Company300129Agent - Life2/11/200512/14/2009
InactiveProtective Life Insurance Company300638Agent - Life1/1/200712/22/2010
InactiveStandard Insurance Company300185Agent - Health8/7/200612/31/2013
InactiveStandard Insurance Company300185Agent - Life8/7/200612/31/2013
InactiveTransamerica Life Insurance Company300571Agent - Life1/22/20093/31/2022
InactiveTransamerica Life Insurance and Annuity Company300148Agent - Life12/1/200410/1/2005
InactiveTransamerica Occidental Life Insurance Company300966Agent - Health12/1/20048/1/2008
InactiveTransamerica Occidental Life Insurance Company300966Agent - Life12/1/20048/1/2008
InactiveU.S. Financial Life Insurance Company301812Agent - Life12/16/20049/21/2007
InactiveWest Coast Life Insurance Company301607Agent - Life1/30/200611/16/2011
Inactive300277Agent - Life11/24/20041/1/2007
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveGoetz, Gerald P 504060Agent - Health6/6/2022 
ActiveGoetz, Gerald P 504060Agent - Life6/6/2022 
InactiveGoetz, Gerald P 504060Agent - Variable Life and Variable Annuities10/27/200412/14/2021

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