DEPARTMENT OF INSURANCE

Affiliations

Name	Heritage Ins & Investments Llc	DOIID	924261	NAIC NPN	18038744

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	License Expiration Date
Active	Non Resident	Agent	Health	8/11/2016	3/31/2026
Active	Non Resident	Agent	Life	8/11/2016	3/31/2026
* 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	01/15/2026	03/31/2026

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 Inc. (PA)	660717	Agent - Health	11/18/2016
Active	Aetna Health and Life Insurance Company	300523	Agent - Health	7/25/2018
Active	Aetna Health of Ohio Inc.	1065035	Agent - Health	7/25/2020
Active	Aetna Life Insurance Company	301140	Agent - Health	11/18/2016
Active	Aetna Life Insurance Company	301140	Agent - Life	11/18/2016
Inactive	Allianz Life Insurance Company of North America	301791	Agent - Life	8/19/2021	1/17/2025
Inactive	American Continental Insurance Company	643130	Agent - Life	7/25/2018	8/11/2021
Active	Anthem Health Plans of Kentucky, Inc.	300999	Agent - Health	1/12/2018
Inactive	Anthem Health Plans of New Hampshire, Inc.	944064	Agent - Health	10/26/2021	12/19/2024
Active	Anthem Insurance Companies, Inc.	300941	Agent - Health	10/26/2021
Inactive	Anthem Life Insurance Company	301209	Agent - Health	1/12/2018	4/15/2025
Inactive	Anthem Life Insurance Company	301209	Agent - Life	1/12/2018	4/15/2025
Active	Arcadian Health Plan, Inc.	728196	Agent - Health	11/18/2024
Active	Care Improvement Plus South Central Insurance Company	799697	Agent - Health	7/20/2022
Active	CareSource Kentucky Co.	838179	Agent - Health	12/15/2023
Active	Compcare Health Services Insurance Corporation	948751	Agent - Health	9/25/2021
Active	Continental Life Insurance Company of Brentwood Tennessee	301526	Agent - Health	3/6/2018
Active	First Health Life & Health Insurance Company	301735	Agent - Health	11/18/2016
Inactive	Loyal American Life Insurance Company	301172	Agent - Health	11/1/2023	12/26/2024
Inactive	Loyal American Life Insurance Company	301172	Agent - Life	11/1/2023	12/26/2024
Active	Medico Insurance Company	301559	Agent - Health	11/8/2024
Active	Medico Insurance Company	301559	Agent - Life	11/8/2024
Active	Nationwide Life and Annuity Insurance Company	300714	Agent - Health	8/23/2017
Active	Nationwide Life and Annuity Insurance Company	300714	Agent - Life	8/23/2017
Active	Philadelphia American Life Insurance Company	300178	Agent - Health	7/13/2023
Active	Philadelphia American Life Insurance Company	300178	Agent - Life	7/13/2023
Active	SilverScript Insurance Company	663526	Agent - Health	10/24/2019
Active	UnitedHealthcare Insurance Company	300946	Agent - Health	6/12/2018
Inactive	UnitedHealthcare Insurance Company of America	301552	Agent - Health	6/14/2017	12/20/2018
Inactive	UnitedHealthcare Insurance Company of the River Valley	1027817	Agent - Health	8/5/2019	12/22/2022
Inactive	UnitedHealthcare of Kentucky, Ltd.	301337	Agent - Health	7/15/2018	12/23/2021
Inactive	UnitedHealthcare of Ohio, Inc.	300493	Agent - Health	8/2/2017	5/31/2018
Active	UnitedHealthcare of Wisconsin, Inc.	871491	Agent - Health	6/14/2017
Inactive	Washington National Insurance Company	300587	Agent - Health	4/13/2017	12/20/2018
Inactive	Washington National Insurance Company	300587	Agent - Life	4/13/2017	12/20/2018
Active	WellCare Health Insurance Company of Kentucky, Inc.	301478	Agent - Health	4/7/2022
Active	WellCare Prescription Insurance Inc.	654329	Agent - Health	3/8/2019

Designated Individuals

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	Loy, Dana Clark	760598	Agent - Health	8/11/2016
Active	Loy, Dana Clark	760598	Agent - Life	8/11/2016