Search → ROBERT EUGENE FRANK
DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
ROBERT EUGENE FRANK
PRODUCER NON-RESIDENT
License Number:
PRN39237
Status:
First Licensure:
04/25/1994
Cancel Date:
11/08/2006
Renewal Date:
11/08/2006
Mailing:
EDMOND, OK 73003
Phone:
+1 (207) 607-1781
Fax:
+1 (207) 406-4488
Email:
frankroberte1@gmail.com
| License Type | Start Date | End Date |
|---|---|---|
| PRODUCER NON-RESIDENT | 04/15/1998 | 11/07/2006 |
| *** NOT ACTIVE *** | 12/11/1995 | 04/14/1998 |
| PRODUCER NON-RESIDENT | 04/25/1994 | 12/10/1995 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| NORTHEAST PLANNING ASSOC INC |
04/15/1998 | AGN54618 | 11/08/2006 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| AMERICAN GENERAL LIFE INSURANCE COMPANY |
01/31/2001 | LHF119 | 11/08/2006 | |
| ASSURITY LIFE INSURANCE COMPANY |
02/02/2005 | LHF179 | 10/18/2005 | |
| NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY |
02/24/2005 | LHF62021 | 11/08/2006 | |
| NATIONWIDE LIFE INSURANCE COMPANY |
10/08/2003 | LHF29 | 11/08/2006 | |
| OLD LINE LIFE INSURANCE COMPANY OF AMERICA |
01/31/2001 | LHF24 | 03/31/2003 | |
| PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY |
03/17/2006 | LHF250 | 11/08/2006 | |
| UNUM LIFE INSURANCE COMPANY OF AMERICA |
03/17/2006 | LHD145 | 11/08/2006 | |
| WESTERN NATIONAL LIFE INSURANCE COMPANY |
01/22/2001 | LHF50722 | 11/08/2006 |
| Description | Issue Date | Termination Date | Status |
|---|---|---|---|
| VARIABLE LIFE & ANNUITY | 04/25/1994 | 12/11/1995 | Terminated |
| LIFE AND HEALTH | 04/15/1998 | 11/08/2006 | Terminated |
| LIFE AND HEALTH | 04/25/1994 | 12/11/1995 | Terminated |
| VARIABLE CONTRACTS | 04/15/1998 | 11/08/2006 | Terminated |
License/Disciplinary Action
None.
PRODUCER RESIDENT
License Number:
PRR133240
Status:
First Licensure:
11/08/2006
Cancel Date:
05/01/2026
Renewal Date:
05/01/2026
Mailing:
EDMOND, OK 73003
Phone:
+1 (207) 607-1781
Fax:
+1 (207) 406-4488
Email:
frankroberte1@gmail.com
| License Type | Start Date | End Date |
|---|---|---|
| *** NOT ACTIVE *** | 03/01/2026 | 05/01/2026 |
| PRODUCER RESIDENT | 11/08/2006 | 02/28/2026 |
| Start Date | End Date |
|---|---|
| 03/01/2026 | 04/30/2026 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| THE HARRIS AGENCY, LLC |
10/24/2008 | AGR154104 | 03/01/2023 | |
| LIVING WEALTH PARTNERS |
01/11/2012 | AGR198973 | 05/01/2026 | |
| O'HEARN INSURANCE AGENCY INC |
11/08/2006 | AGR54199 | 11/30/2016 |
| Description | Issue Date | Termination Date | Status |
|---|---|---|---|
| CASUALTY | 11/08/2006 | 05/01/2026 | Terminated |
| HEALTH | 11/08/2006 | 05/01/2026 | Terminated |
| LIFE | 11/08/2006 | 05/01/2026 | Terminated |
| PROPERTY | 11/08/2006 | 05/01/2026 | Terminated |
| VARIABLE CONTRACTS | 11/08/2006 | 05/01/2026 | Terminated |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN):
1307383
| Phone Number | Type |
|---|---|
| +1 (207) 775-7511 | Office |
| Date | Description | Course Number | Content Areas |
|---|---|---|---|
| 10/03/2023 | UNCOVERING SOCIAL SECURITY SECRETS | 22571 |
6
credits in Ethics
16
credits in General Education
Total:
22
|
| 10/19/2022 | PRINCIPLES OF LIFE AND HEALTH INSURANCE & ETHICS | 26672 |
3
credits in Ethics
21
credits in General Education
Total:
24
|
| 01/04/2022 | RECOMMENDING ANNUITIES UNDER THE NEW NAIC BEST INTEREST STANDARD - 1 HOUR UPDATE COURSE | 27537 |
1
credits in Annuities - Best Interest
Total:
1
|
| 11/09/2021 | ADVANCED ASSET ALLOCATION STRATEGIES | 22073 |
3
credits in General Education
Total:
3
|
| 08/31/2021 | ANTI MONEY LAUNDERING REGULATIONS & RAMIFICATIONS | ME12694 |
5
credits in Ethics
Total:
5
|
| 01/15/2021 | THE ADVISORS GUIDE TO SOCIAL INSURANCE PROGRAMS | 26227 |
17
credits in General Education
Total:
17
|
| 09/23/2020 | FINANCIAL PLANNING AND ETHICS | 24436 |
3
credits in Ethics
21
credits in General Education
Total:
24
|
| 01/07/2020 | LONG TERM CARE - 4 HOUR TRAINING REQUIREMENT | ME17126 |
4
credits in Long Term Care
Total:
4
|
| 12/11/2019 | LONG TERM CARE 4 HR REVIEW TRAINING | 25308 |
4
credits in Long Term Care
Total:
4
|
| 06/12/2019 | FINANCIAL STRATEGIES, DEPT. OF LABOR UPDATES & ETHICS | 25423 |
3
credits in Ethics
21
credits in General Education
Total:
24
|
| 05/16/2018 | 2018 MAY VTC: HELPING CLIENTS SUCCESSFULLY INTEGRATE GIVING INTO SUCCESSION PLANNING | 25248 |
2
credits in General Education
Total:
2
|
| 11/21/2017 | HEALTHCARE IN RETIREMENT: THE NEED FOR PLANNING | 24793 |
1
credits in General Education
Total:
1
|
| 11/21/2017 | IRA BENEFICIARY PLANNING 401: TRUST AS BENEFICIARY | 24367 |
1
credits in General Education
Total:
1
|
| 11/14/2017 | FINANCIAL PLANNING AND ETHICS | 24436 |
3
credits in Ethics
21
credits in General Education
Total:
24
|
| 10/17/2017 | BACK TO BASICS: COMMON MISTAKES IN ESTATE PLANNING | 24918 |
2
credits in General Education
Total:
2
|
| 09/26/2017 | 2017 FINANCIAL PROFESSIONALS' DAY - BUSINESS SUCCESSION PLANNING AND EXIT STRATEGIES | 24776 |
5
credits in General Education
Total:
5
|
| 09/26/2017 | SAVING FOR COLLEGE - IT'S A GOOD THING! | 24679 |
1
credits in General Education
Total:
1
|
| 09/21/2017 | LIFE IS JUST A CASH FLOW: THE IMPORTANCE OF SELLING DISABILITY INSURANCE | 24873 |
1
credits in General Education
Total:
1
|
| 06/13/2017 | SOCIAL SECURITY - UNDERSTANDING THE BENEFITS | 24662 |
2
credits in General Education
Total:
2
|
| 02/09/2017 | LONG TERM CARE REFRESHER | ME16382 |
4
credits in Long Term Care
Total:
4
|
| 09/27/2016 | ETHICAL CHALLENGES | 24118 |
2
credits in Ethics
Total:
2
|
| 09/27/2016 | SERVING TWO MASTERS - COMPARING PROFESSIONAL STANDARDS | 24119 |
1
credits in Ethics
Total:
1
|
| 09/27/2016 | LIFE AND DEATH TAX PLANNING FOR DEFERRED ANNUITIES | 24120 |
1
credits in Annuities
Total:
1
|
| 09/27/2016 | SOLVING CLIENT VOLATILITY | 24155 |
2
credits in General Education
Total:
2
|
| 09/27/2016 | THE FUTURE OF FINANCIAL PLANNING IN THE DIGITAL AGE | 24117 |
1
credits in General Education
Total:
1
|
| 03/09/2016 | SOCIAL SECURITY | 23731 |
3
credits in General Education
Total:
3
|
| 11/01/2015 | ETHICS AND SENIORS: UNDERSTANDING THE MATURE MARKET | 21959 |
3
credits in Ethics
Total:
3
|
| 10/12/2015 | 2016 MEDICARE ADVANTAGE & PART D PLAN TRAINING | 23293 |
6
credits in General Education
Total:
6
|
| 08/21/2015 | PLANNING FOR SENIOR NEEDS | 21679 |
5
credits in General Education
Total:
5
|
| 05/20/2015 | 2015 MAY VTC | 23216 |
2
credits in General Education
Total:
2
|
| 03/11/2015 | SOCIAL SECURITY | 23189 |
2
credits in General Education
Total:
2
|
| 02/18/2015 | 2015 FEBRUARY VTC | 23070 |
2
credits in General Education
Total:
2
|
| 01/21/2015 | ADVANCED TAX PLANNING IN 2014: HARNESSING THE POWER OF ASSET LOCATION | 22865 |
1
credits in General Education
Total:
1
|
| 06/02/2014 | SOLVING CLIENT PROBLEMS WITH WORKSITE VOLUNTARY BENEFITS | 22595 |
2
credits in General Education
Total:
2
|
| 03/10/2014 | LONG TERM CARE PARTNERSHIP 4 HOUR REFRESHER COURSE | 21438 |
4
credits in General Education
Total:
4
|
| 11/16/2013 | ANNUITIES TODAY | 20048 |
6
credits in General Education
Total:
6
|
| 09/05/2013 | NAIC SUITABILITY IN ANNUITY TRANSACTIONS MODEL REGULATION | ME17595 |
4
credits in General Education
Total:
4
|
| 03/14/2013 | BUSINESS BUILDER SEMINAR | 21579 |
3
credits in General Education
Total:
3
|
| 02/20/2013 | 2013 FEBRUARY VTC | 21548 |
2
credits in General Education
Total:
2
|
| 09/19/2012 | 25 COMMON ANNUITY PLANNING MISTAKES & HOW TO AVOID THEM | 21305 |
1
credits in General Education
Total:
1
|
| 09/19/2012 | RETIREMENT PLANS FOR BUSINESSES | 21297 |
1
credits in General Education
Total:
1
|
| 09/19/2012 | WHAT IS YOUR RETIREMENT INCOME PLAN | 21301 |
1
credits in General Education
Total:
1
|
| 09/19/2012 | PLENARY SESSION: ETHICS FOR ALL PROFESSIONALS | 21222 |
2
credits in Ethics
Total:
2
|
| 09/19/2012 | TAX ASPECTS OF THE AFFORDABLE CARE ACT | 21303 |
1
credits in General Education
Total:
1
|
| 09/19/2012 | INSURANCE PROFESSIONAL ETHICS: BUREAU OF INSURANCE | 21221 |
1
credits in Ethics
Total:
1
|
| 09/19/2012 | QUALIFIED TUITION PROGRAMS | 21296 |
1
credits in General Education
Total:
1
|
| 09/19/2012 | WORKING WITH THE OLDER POPULATION | 21299 |
1
credits in General Education
Total:
1
|
| 09/20/2011 | NATALIE CHOATE, ESQ: RETIREMENT BENEFIT TOPICS | 20395 |
8
credits in General Education
Total:
8
|
| 08/17/2011 | 2011 AUGUST VTC | 20323 |
2
credits in General Education
Total:
2
|
| 05/03/2011 | ETHICS FOR PRODUCERS: CASES AND COMMENTS | ME14865 |
3
credits in Ethics
Total:
3
|
| 02/17/2011 | 2011 FEBRUARY VTC | ME17738 |
2
credits in General Education
Total:
2
|
| 09/24/2010 | SELLING & EXCHANGING ANNUITIES: A LOOK AT SUITABILITY ISSUES | ME13542 |
4
credits in General Education
Total:
4
|
| 09/21/2010 | THE ADVISOR'S ROLE IN RETIREMENT PLANNING | ME17553 |
8
credits in General Education
Total:
8
|
| 06/10/2010 | WHAT THE CLIENT WANTS AND HOW TO MAKE IT HAPPEN | ME17294 |
2
credits in General Education
Total:
2
|
| 03/23/2010 | LONG-TERM CARE PARTNERSHIPS - 4 HR | ME16198 |
4
credits in General Education
Total:
4
|
| 02/17/2010 | 2010 FEBRUARY VTC | ME16562 |
2
credits in General Education
Total:
2
|
| 11/16/2009 | PRODUCER COMPLIANCE TIPS FROM THE BUREAU OF INSURANCE | ME16365 |
3
credits in Ethics
Total:
3
|
| 11/05/2009 | TAX TREATMENT OF QUALIFIED LONG TERM CARE INS | ME12281 |
1
credits in General Education
Total:
1
|
| 10/21/2009 | PAYING FOR LONG-TERM CARE ETC | ME16130 |
2
credits in General Education
Total:
2
|
| 10/21/2009 | RETIREMENT PLANNING | ME16104 |
1
credits in General Education
Total:
1
|
| 10/21/2009 | MEDICARE EDUCATION PROGRAM | ME16232 |
2
credits in General Education
Total:
2
|
| 10/21/2009 | VALUES AND ETHICS: BEING COMPLIANT & PROFITABLE | ME12074 |
1
credits in Ethics
Total:
1
|
| 10/21/2009 | INTRODUCTION TO BUSINESS ETHICS | ME16366 |
1
credits in Ethics
Total:
1
|
| 04/02/2009 | THE STATE OF THE DI INDUSTRY | ME15360 |
1
credits in General Education
Total:
1
|
| 03/25/2009 | PENSION PROTECTION ACT OF 2006 | ME13857 |
1
credits in General Education
Total:
1
|
| 03/25/2009 | UNDERSTANDING NOT-FOR-PROFIT PLANS | ME14593 |
1
credits in General Education
Total:
1
|
| 03/25/2009 | THE SECONDARY MARKET FOR LIFE INSURANCE: THE NEXT GENERATION | ME14266 |
1
credits in General Education
Total:
1
|
| 03/25/2009 | LEGISLATION OF INTEREST TO INSURANCE PRODUCERS 2009 | ME15751 |
1
credits in General Education
Total:
1
|
| 03/25/2009 | WHAT'S NEW IN ESTATE & WEALTH TRANSFER PLANNING | ME15775 |
2
credits in General Education
Total:
2
|
| 03/25/2009 | BUY-SELL PLANNING: THE DISABILITY FACTOR | ME11621 |
1
credits in General Education
Total:
1
|
| 11/06/2008 | TAX STRATEGIES FOR THE INSURANCE & FINANCIAL PROFESSIONAL | ME15665 |
1
credits in General Education
Total:
1
|
| 10/01/2008 | ESTATE PLANNING | ME5366 |
2
credits in General Education
Total:
2
|
| 08/15/2008 | NFIP BASIC AGENT TUTORIAL (FLOOD INSURANCE) | ME13834 |
3
credits in General Education
Total:
3
|
| 06/05/2008 | THE NEW PARADIGM OF RETIREMENT THINKING | ME15176 |
1
credits in General Education
Total:
1
|
| 04/23/2008 | LONG TERM CARE PARTNERSHIP | ME14260 |
8
credits in General Education
Total:
8
|
| 03/18/2008 | UNDERSTANDING MEDICARE AND MEDICARE OPTIONS | ME14793 |
2
credits in General Education
Total:
2
|
| 03/18/2008 | INSURANCE REGULATORY REFORM | ME14716 |
1
credits in General Education
Total:
1
|
| 03/18/2008 | ETHICS: EACH CLIENT DESERVES YOUR BEST | ME14792 |
1
credits in Ethics
Total:
1
|
| 03/18/2008 | EVOLUTION OF LIFE INSURANCE | ME14830 |
2
credits in General Education
Total:
2
|
| 03/18/2008 | INSURANCE PLANNING FOR THE CLOSELY HELD BUSINESS | ME14794 |
1
credits in General Education
Total:
1
|
| 10/25/2007 | LIVING BENEFITS: AN EVOLVING BREED OF ANNUITY PROTECTION | ME12570 |
1
credits in General Education
Total:
1
|
| 10/25/2007 | AN OVERVIEW OF INSURANCE-BASED RETIREMENT PLANS | ME12795 |
1
credits in General Education
Total:
1
|
| 10/25/2007 | LTC PLANNING - ARE YOUR CLIENTS PREPARED? | ME12519 |
1
credits in General Education
Total:
1
|
| 08/24/2007 | ETHICAL ISSUES IN THE FINANCIAL SERVICES INDUSTRY | ME14552 |
3
credits in Ethics
2
credits in General Education
Total:
5
|
| 02/06/2007 | ESTATE PLANNING & THE EXTENDED IRA | ME8804 |
1
credits in General Education
Total:
1
|
| 02/06/2007 | WEALTH TRANSFER OF ANNUITIES, IRA'S & RETIREMENT PLANS | ME8299 |
1
credits in General Education
Total:
1
|
An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.
Date: 05/04/2026 06:32:41 PM
