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DEPARTMENT OF INSURANCE
Affiliations
Name
Legacy Planning And Solutions LLC
DOIID
809055
NAIC NPN
16953040
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Denied
Resident
Agent
Casualty
Denied
Resident
Agent
Property
Pending Replacement
Resident
Agent
Life
5/3/2013
3/31/2025
Pending Replacement
Resident
Agent
Health
5/3/2013
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
Pending Replacement
Accendo Insurance Company
300312
Agent - Health
3/9/2021
Inactive
Accendo Insurance Company
300312
Agent - Life
3/9/2021
9/6/2024
Inactive
Aetna Health and Life Insurance Company
300523
Agent - Health
3/1/2021
9/6/2024
Pending Replacement
Aetna Health and Life Insurance Company
300523
Agent - Life
3/1/2021
Pending Replacement
American Benefit Life Insurance Company
301002
Agent - Life
7/17/2017
Inactive
American Continental Insurance Company
643130
Agent - Health
3/9/2021
8/10/2021
Inactive
American Continental Insurance Company
643130
Agent - Life
3/9/2021
8/11/2021
Pending Replacement
American National Insurance Company
301861
Agent - Life
5/19/2022
Pending Replacement
American-Amicable Life Insurance Co. of Texas
300257
Agent - Life
6/24/2023
Pending Replacement
Assurity Life Insurance Company
301099
Agent - Health
6/16/2021
Pending Replacement
Assurity Life Insurance Company
301099
Agent - Life
6/16/2021
Pending Replacement
Banner Life Insurance Company
301696
Agent - Life
6/26/2021
Inactive
Columbian Life Insurance Company
300810
Agent - Life
1/15/2019
8/26/2024
Inactive
Continental Life Insurance Company of Brentwood Tennessee
301526
Agent - Health
3/9/2021
9/6/2024
Inactive
Continental Life Insurance Company of Brentwood Tennessee
301526
Agent - Life
3/9/2021
9/6/2024
Inactive
Dental Concern Inc. (The)
301641
Agent - Health
8/11/2017
7/11/2019
Pending Replacement
EquiTrust Life Insurance Company
502870
Agent - Life
2/14/2020
Pending Replacement
Fidelity & Guaranty Life Insurance Company
301359
Agent - Life
5/2/2019
Pending Replacement
Forethought Life Insurance Company
301407
Agent - Health
10/31/2018
Pending Replacement
Forethought Life Insurance Company
301407
Agent - Life
10/31/2018
Pending Replacement
Gerber Life Insurance Company
300529
Agent - Health
11/1/2021
Pending Replacement
Gerber Life Insurance Company
300529
Agent - Life
11/1/2021
Inactive
Homesteaders Life Company
300836
Agent - Life
12/27/2017
7/13/2020
Inactive
Humana Insurance Company
301104
Agent - Health
8/11/2017
7/11/2019
Inactive
Humana Insurance Company
301104
Agent - Life
8/11/2017
7/11/2019
Inactive
Humana Insurance Company of Kentucky
300826
Agent - Health
8/11/2017
6/15/2018
Inactive
Humana Insurance Company of Kentucky
300826
Agent - Life
8/11/2017
6/15/2018
Inactive
Independent Order of Foresters
300743
Agent - Life
12/29/2020
12/29/2021
Inactive
Kanawha Insurance Company
300127
Agent - Health
8/11/2017
12/8/2017
Inactive
Kanawha Insurance Company
300127
Agent - Life
8/11/2017
12/8/2017
Pending Replacement
Kentucky Funeral Directors Life Insurance Company
532905
Agent - Life
3/4/2023
Pending Replacement
Liberty Bankers Life Insurance Company
542461
Agent - Life
12/1/2022
Pending Replacement
Life Insurance Company of the Southwest
301867
Agent - Health
10/9/2018
Pending Replacement
Life Insurance Company of the Southwest
301867
Agent - Life
10/9/2018
Inactive
Lincoln National Life Insurance Company (The)
301382
Agent - Health
12/10/2018
7/26/2024
Inactive
Lincoln National Life Insurance Company (The)
301382
Agent - Life
12/10/2018
7/26/2024
Pending Replacement
National Guardian Life Insurance Company
300596
Agent - Life
12/30/2016
Pending Replacement
National Life Insurance Company
301852
Agent - Health
11/2/2018
Pending Replacement
National Life Insurance Company
301852
Agent - Life
11/2/2018
Pending Replacement
National Western Life Insurance Company
301515
Agent - Life
6/13/2019
Pending Replacement
North American Company for Life and Health Insurance
300291
Agent - Life
4/12/2020
Pending Replacement
Pioneer American Insurance Company
301268
Agent - Life
12/5/2023
Inactive
Southern Financial Life Insurance Company
300664
Agent - Life
10/1/2017
4/17/2025
Pending Replacement
Tier One Insurance Company
301056
Agent - Health
10/24/2022
Pending Replacement
Tier One Insurance Company
301056
Agent - Life
8/17/2022
Pending Replacement
Transamerica Life Insurance Company
300571
Agent - Health
12/5/2017
Pending Replacement
Transamerica Life Insurance Company
300571
Agent - Life
12/5/2017
Inactive
Transamerica Premier Life Insurance Company
300558
Agent - Health
7/11/2019
10/1/2020
Inactive
Transamerica Premier Life Insurance Company
300558
Agent - Life
7/11/2019
10/1/2020
Inactive
Unified Life Insurance Company
543169
Agent - Health
6/23/2017
12/28/2018
Inactive
UnitedHealthcare Insurance Company
300946
Agent - Health
10/5/2017
4/2/2019
Inactive
UnitedHealthcare Insurance Company of America
301552
Agent - Health
10/5/2017
12/20/2018
Inactive
UnitedHealthcare of Wisconsin, Inc.
871491
Agent - Health
10/5/2017
3/29/2019
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Clemens, Carolyn Noreen
364335
Agent - Health
5/3/2013
Active
Clemens, Carolyn Noreen
364335
Agent - Life
5/3/2013
Denied
Clemens, Randall Fredrick
665366
Agent - Casualty
Inactive
Clemens, Randall Fredrick
665366
Agent - Health
5/3/2013
10/1/2022
Inactive
Clemens, Randall Fredrick
665366
Agent - Life
5/3/2013
10/1/2022
Denied
Clemens, Randall Fredrick
665366
Agent - Property
Inactive
Dickerson, Sandra Kathalean
356831
Agent - Health
5/3/2013
6/1/2014
Inactive
Dickerson, Sandra Kathalean
356831
Agent - Life
5/3/2013
6/1/2014
Denied
Simmons, Jason Joseph
715883
Agent - Health
Denied
Simmons, Jason Joseph
715883
Agent - Life
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