DEPARTMENT OF INSURANCE

Affiliations

Name	Family Wealth Group	DOIID	760481	NAIC NPN	16337565

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	License Expiration Date
Active	Resident	Agent	Health	2/19/2019	3/31/2025
Active	Resident	Agent	Life	8/9/2011	3/31/2025
* 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

Appointments with the following Insurers

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	Accendo Insurance Company	300312	Agent - Life	6/10/2020
Active	Aetna Health and Life Insurance Company	300523	Agent - Health	3/12/2019
Inactive	Allianz Life Insurance Company of North America	301791	Agent - Life	8/9/2011	6/16/2015
Inactive	American Continental Insurance Company	643130	Agent - Life	3/12/2019	8/11/2021
Inactive	American Equity Investment Life Insurance Company	300389	Agent - Life	8/29/2011	4/16/2024
Inactive	Arcadian Health Plan, Inc.	728196	Agent - Health	11/17/2020	7/31/2023
Active	Aspida Life Insurance Company	301934	Agent - Life	8/5/2022
Inactive	Athene Annuity & Life Assurance Company	301798	Agent - Life	5/9/2013	8/13/2015
Active	Athene Annuity and Life Company	301893	Agent - Life	10/26/2018
Active	Atlantic Coast Life Insurance Company	642114	Agent - Life	2/16/2023
Active	Banner Life Insurance Company	301696	Agent - Life	7/18/2013
Inactive	Chesapeake Life Insurance Company (The)	301017	Agent - Health	1/21/2020	1/20/2023
Active	Clear Spring Life and Annuity Company	300919	Agent - Life	7/19/2019
Active	Continental Life Insurance Company of Brentwood Tennessee	301526	Agent - Health	3/12/2019
Active	Delaware Life Insurance Company	301256	Agent - Life	8/30/2011
Inactive	Elips Life Insurance Company	301087	Agent - Health	4/14/2022	5/18/2023
Active	EquiTrust Life Insurance Company	502870	Agent - Life	5/27/2020
Active	Fidelity & Guaranty Life Insurance Company	301359	Agent - Life	12/2/2013
Active	Guaranty Income Life Insurance Company	552451	Agent - Health	12/25/2022
Active	Guaranty Income Life Insurance Company	552451	Agent - Life	12/25/2022
Inactive	Humana Insurance Company	301104	Agent - Health	7/30/2020	12/13/2022
Inactive	Humana Medical Plan, Inc.	801568	Agent - Health	12/13/2021	7/31/2023
Active	Investors Heritage Life Insurance Company	300363	Agent - Life	11/11/2018
Active	John Hancock Life Insurance Company (U.S.A.)	300132	Agent - Health	12/31/2019
Active	John Hancock Life Insurance Company (U.S.A.)	300132	Agent - Life	12/31/2019
Inactive	Liberty Bankers Life Insurance Company	542461	Agent - Life	2/7/2019	6/1/2022
Active	Lincoln National Life Insurance Company (The)	301382	Agent - Health	12/8/2019
Active	Lincoln National Life Insurance Company (The)	301382	Agent - Life	12/8/2019
Inactive	Lumico Life Insurance Company	300354	Agent - Health	9/15/2019	5/18/2023
Active	MassMutual Ascend Life Insurance Company	300320	Agent - Life	9/1/2011
Active	Nationwide Life and Annuity Insurance Company	300714	Agent - Life	7/13/2017
Active	North American Company for Life and Health Insurance	300291	Agent - Life	8/24/2011
Active	Oceanview Life and Annuity Company	301868	Agent - Life	8/12/2020
Active	Pacific Guardian Life Insurance Co., Ltd.	1074040	Agent - Life	1/31/2023
Active	Penn Insurance and Annuity Company	300712	Agent - Life	8/8/2013
Active	Penn Mutual Life Insurance Company	301394	Agent - Life	8/8/2013
Active	Pruco Life Insurance Company	300954	Agent - Life	6/8/2023
Inactive	Sagicor Life Insurance Company	300459	Agent - Life	11/11/2013	9/6/2017
Active	Security Benefit Life Insurance Company	300583	Agent - Life	8/24/2011
Active	Symetra Life Insurance Company	301691	Agent - Health	2/21/2023
Active	Symetra Life Insurance Company	301691	Agent - Life	2/21/2023
Active	Transamerica Life Insurance Company	300571	Agent - Life	12/21/2018

Designated Individuals

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	Bentley, Donald Eugene	341378	Agent - Life	8/9/2011
Inactive	Metzler, Geoffrey Kevin	373752	Agent - Health	2/19/2019	5/11/2022
Inactive	Metzler, Geoffrey Kevin	373752	Agent - Life	8/9/2011	9/1/2018
Active	Montgomery , Vincent Conrad	944130	Agent - Health	3/16/2022
Active	Montgomery , Vincent Conrad	944130	Agent - Life	3/16/2022
Active	Sheppard, Jeff	845594	Agent - Life	3/16/2022