black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

CLEAR SPRING LIFE AND ANNUITY COMPANY

INSURANCE COMPANY

License Number:
LHF190587
Status:
First Licensure:
06/02/2011
Cancel Date:
None
Renewal Date:
08/10/2025
NAIC Code:
83607

Street Location:
10555 GROUP 1001 WAY
ZIONSVILLE, IN 46077-9845
Mailing:
10555 GROUP 1001 WAY
ZIONSVILLE, IN 46077-9845
Phone:
+1 (317) 574-2861
Email:
brenda.evans@group1001.com

History

License Type Start Date End Date
INSURANCE COMPANY 06/02/2011 08/10/2025

Employee

Name Issue Date License Number Expiration Date Cancel Date
ABBOTT BENNETT GROUP LLC THE
01/13/2023 AGN311694
MICHAEL D. ABBOTT
01/13/2023 PRN149922
THE ACHIEVEMENT GROUP ENTERPRISES LLC
03/02/2023 AGN414721
ADVISOR ADVANTAGE MARKETING, LLC
06/14/2023 AGN445995
ADVISORS EXCEL LLC
09/01/2022 AGN187564
ADVISORS RESOURCE, LLC.
09/28/2022 AGN430718
NEIL ALTIERI
07/20/2022 PRN389404
AMERICAN LIFE & HEALTH GROUP INC
07/14/2023 AGN60597
ANNUITY EAST LLC
06/03/2020 AGN129975
ANNUITYADVANTAGE, LLC
03/12/2021 AGN360835
CARMINE P. ANZALONE
10/04/2012 PRN205508
SUSAN ANNE MARIE BAILEY
04/06/2015 PRN203819
EVAN MITCHEL BANKS
08/27/2019 PRN149867
ALLAN ARTHUR BECK
06/28/2022 PRR23279
BEDROCK FINANCIAL SERVICES LLC
03/03/2021 AGN235400
PATRICIA LYNN BENNETT
10/05/2016 PRN35759
JONATHAN NICHOLAS BERMUDEZ
05/18/2021 PRN319408
CLINTON H. BLOOD
03/09/2020 PRR6833
SCOTT REED BRUCE
05/13/2014 PRR16120
HAROLD ROSS BUCKNER
10/03/2016 PRR24791
JEFFREY T. BURCH
04/03/2024 PRN467677
VIKKI CAO
11/29/2023 PRN451271
CAPITAS AGENCY LLC
04/12/2022 AGN127385
SCOTT P. CARTER
06/13/2013 PRR17778
KIARA NICOLE CAUDILL
07/26/2022 PRN423707
MACKENZIE JAMES CHRYSTAL
10/17/2023 PRN319592
TERRY CIOTTI
01/28/2017 PRN98678
JAMES LAURENCE CLIFFORD
10/09/2019 PRR18683
CURTIS V. CLOKE
11/01/2023 PRN449986
KRISTIAN JOHN COFFEY
06/02/2024 PRN353234
COMBINED BENEFITS UNITED, INC.
05/11/2015 AGR149829
CORNERSTONE FINANCIAL SERVICES, LLC
06/28/2022 AGR200789
CPS/ARIZONA BROKERAGE SERVICES INC
03/27/2023 AGN442141
TERESA R. CRAIG
08/14/2014 PRN235280
CREATIVE ONE MARKETING, LLC
02/25/2021 AGN42258
CRETEAU HACKETT LACHAPELLE & ASSOCIATES LLC
11/19/2019 AGN105138
JOHN R. CRETEAU
11/12/2019 PRN37674
GREGORY JAMES CRUPI
03/31/2023 PRR177822
MATTHEW CORAL CULVER
11/29/2023 PRN365277
O DELL DEVEREAUX
03/26/2025 PRN495132
CRAIG MATTHEW DICKSON
06/18/2019 PRR90992
TRACY LYNN DOWLAND
11/29/2016 PRR250348
CAROLANNE DUBE
09/14/2016 PRN270521
MARTIN EDWARD DUGGAN
10/22/2014 PRR24727
BRAD EVERETT DYER
03/22/2019 PRR179014
EAGLE SHADOW FINANCIAL LLC
02/22/2023 AGN443898
FAIRLANE FINANCIAL CORP
04/18/2012 AGN34758
CHRISTOPHER D. FARLEY
07/21/2022 PRN163311
FINANCIAL INDEPENDENCE GROUP LLC
02/10/2021 AGN52364
JORDAN SCOTT FLETCHER
01/17/2019 PRN232150
FORWARD STRATEGIES INSURANCE BROKERAGE
02/17/2021 AGN108583
KELLY FOSS-ROOT
08/02/2019 PRR126233
ROBERT EUGENE FRANK
10/22/2015 PRR133240
BRYAN GALLIGAN
09/28/2022 PRN241140
PETER JOHN GAUTHIER
05/06/2014 PRN62768
JODY A. GOLDSTEIN
07/31/2012 PRN205442
DANNY DEE GORDON
06/14/2023 PRN301894
GOSLINE RETIREMENT PLANNING INC
03/18/2013 AGR128190
GPLEX FINANCIAL LLC
06/03/2021 AGN384548
MARK BURNSIDE GRAHAM
03/17/2021 PRN130973
VANCE BLAIR GRAY JR
07/05/2022 PRR33127
GRAYSTONE INSURANCE
07/05/2022 AGR218708
GREGORY RICKS & ASSOCIATES INC
10/15/2020 AGN358329
CLAUDIA ANNE HAANING
10/17/2023 PRN437614
JOHN KEVIN HALL
07/17/2023 PRN371869
SHELLY A. HALL
01/11/2024 PRN87523
CARL FREDERICK HANSON
10/26/2016 PRR157025
DAVID ARTHUR HANSON
08/06/2013 PRR187269
DEREK P. HAPPY
10/12/2022 PRN267818
LEONARD P. HAYDUCHOK
01/20/2021 PRN371083
RICHARD STAFFORD HILL
01/29/2014 PRR1940
DAVID IAN HODGKINS JR
03/27/2015 PRN76018
ALTON LEROY HOWELL JR
08/18/2016 PRN158153
JAMES JACKSON IV
02/24/2025 PRR10818
MARK S. JACOBSOHN
12/02/2014 PRR79194
JAMESON FINANCIAL SOLUTIONS, INC.
02/16/2021 AGN328467
HARRY EDWARD JAMESON
02/16/2021 PRN328290
PAUL M. JEFFREY
10/17/2013 PRN205964
JENNIFER E. KEHR
03/16/2022 PRN297736
KELLY RALPH KLEINSASSER
02/17/2021 PRN370229
SEONA CRYSTAL LORRAINE KWON
06/14/2018 PRR272245
RONALD JEFFERY LANE
04/18/2012 PRN34759
BRANDON RUDOLPH LAWLER
03/26/2025 PRN475037
DONNA JANE LEE
09/26/2022 PRR163315
WILLIAM L. LEVINSON
11/24/2015 PRN155013
JORDAN ELLIOTT LEWIS
07/28/2022 PRN332852
THE LIFE AND ANNUITY SHOP LLC
06/11/2021 AGN166882
LIFESTYLE RETIREMENT SOLUTIONS LLC
10/09/2019 AGR192321
DANIEL L. LYCAN
10/27/2013 PRR78775
MAGELLAN FINANCIAL & INSURANCE SERVICES, LLC
03/02/2022 AGN109651
ADAM P. MAGUIRE
04/24/2015 PRR54027
MAINE RETIREMENT ANNUITIES INC
12/02/2013 AGR203667
PETER B. MARMARAS
12/11/2023 PRN358611
MICHAEL N. MARTONE
07/26/2022 PRN401858
TIMOTHY RAYMOND MASTEL
08/14/2022 PRN147003
JOSHUA DAVID MELLBERG
10/09/2014 PRN177183
MERIT INSURANCE SERVICES, LLC
04/01/2022 AGN54378
MICHAEL HOYT MILLER
02/25/2021 PRN328681
MILNER FINANCIAL, LLC
10/01/2020 AGN47607
SEIXAS G. MILNER III
10/01/2020 PRN148649
BLAKE W. MOHR
04/20/2022 PRN214539
BRIAN PHILIP MORIN
05/23/2014 PRR230465
NATIONAL SERVICE GROUP OF AMERILIFE LLC
10/07/2024 AGN170795
NATHAN S. NICHOLS
06/02/2023 PRR255368
KENNETH ERIC NUSS
05/15/2012 PRN93241
DAVID ZEN O DONNELL
02/01/2017 PRN176171
OHLSON GROUP INC
07/25/2023 AGN136516
JOSEPH ROBERT OHLSON
07/25/2023 PRN373797
RAYMOND J. OHLSON
05/16/2022 PRN91086
ANTHONY R. OWEN
02/22/2023 PRN443793
CATHERINE R. PAIGE
09/27/2017 PRN265857
MAURICE H. PATTERSON JR
07/11/2019 PRN225368
SUSAN MARIE PELLETIER
05/25/2012 PRR64729
BRIAN B. PETERSON
05/17/2020 PRN142658
PAUL EDWARD PETRIE
10/03/2019 PRN47380
PARKER JUDSON PHILPOT
08/16/2021 PRN357535
KIMBERLY V. PLACE
08/13/2014 PRN198224
JASON POSCHINGER
07/10/2024 PRN372464
TODD M. POWERS
04/08/2014 PRN143460
MARK RANGER
11/21/2017 PRR206738
RHONDA RAVEN
04/26/2021 PRN365719
RAWLINGS INSURANCE SERVICES LLC
03/17/2021 AGN197982
RELAYER BENEFITS GROUP LLC
07/27/2017 AGN286468
RETIREMENT DESIGNERS INC
06/03/2020 AGN237076
SHANNON MARIE REYNOLDS
11/05/2019 PRN318506
WALTER C. REYNOLDS
10/16/2015 PRR109570
BRYON EARL RICE
03/02/2022 PRN107200
GREGORY PAUL RICKS
10/19/2020 PRN358209
DAVID G. ROBICHAUD
12/16/2023 PRN44270
JACE ROSENBLUTH
04/01/2022 PRN54377
SEAN ANDREW RUGGIERO
05/19/2021 PRN360378
DOUGLAS CARTER SCHWARZWAELDER
11/11/2022 PRN36136
SCOTT P. CARTER
02/17/2021 AGR373277
TRAVIS ROBERT SCOTT
03/16/2021 PRN278340
GERALD CHRISTOPHER SEATS
11/24/2014 PRN242636
DAREN PHILLIP SEEKINS
09/21/2022 PRR83490
SFG ANNUITY MARKETING INC
11/29/2023 AGN206797
BENJAMIN ROBERT SHEEHAN
02/06/2023 PRN434665
ANDREW SHEEN
02/20/2024 PRN460192
CHRISTOPHER ARTHUR SHIELDS
02/26/2024 PRN110975
SKOWHEGAN INSURANCE AGENCY INC
05/25/2012 AGR11912
GARY HAROLD SLIPP
09/05/2022 PRR51669
KARA L. STANLEY
06/03/2020 PRN151267
DAVID PICKERING STAPLES
11/11/2015 PRR38814
JONATHAN DAVID STEWART
06/12/2013 PRR27354
ROBERT J. STOCKER
03/18/2013 PRR40922
ROMAN JOHN STOLCIS III
12/30/2019 PRN223009
BRIAN RICHARD STONE
05/15/2012 PRR19032
MICHAEL G. STRAFFORD
05/21/2014 PRN169272
THE SUNDERLAND GROUP LTD
03/18/2021 AGN85231
DEREK A. SUNDERLAND
03/18/2021 PRN184718
THOMPSON AGENCY INC
01/29/2024 AGN8833
JOHN FRANCIS TILTON
09/21/2022 PRR293733
UNLIMITED INVESTORS GROUP INC
04/02/2024 AGN467339
TIMOTHY SEAN URBAN
11/06/2014 PRR135791
DANIEL SCOT VALENTINE
03/27/2023 PRN442039
RAYMOND L. VALLEE JR
05/11/2015 PRR16769
DARREN MICHAEL VIOLETTE
02/24/2015 PRN117266
EDWARD P. WARNER
09/13/2022 PRN163041
MARK J. WASSINK
03/24/2023 PRR445296
MEGAN E. WEAVER
11/21/2018 PRN318513
JAMES H. WILLIS III
07/22/2020 PRN236920
JAY WINESTEIN
02/03/2021 PRN85153
ROBERT C. YORKS
12/02/2013 PRR4692
YOUNG FINANCIAL PARTNERS
05/18/2021 AGN270881
TY J. YOUNG
05/18/2021 PRN157257
PETER J. ZINNEN
01/30/2024 PRN184189

Authority

Description Issue Date Termination Date Status
LIFE 06/02/2011 Active

Contacts

Type Contact
SERVICE OF PROCESS C T CORPORATION SYSTEM
3 CHASE AVE
AUGUSTA, ME 04330-4525
Phone: +1 (800) 448-5350
Email: cls-sopplat@wolterskluwer.com
PRODUCER LICENSING CONTACT RHIANNON FRIDDLE
RHIANNON FRIDDLE
10555 GROUP 1001 WAY
ZIONSVILLE, IN 46077-9845
Phone: +1 (463) 252-2902
Fax: +1 (877) 253-2323
Email: rhiannon.friddle@group1001.com

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN)

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: 05/13/2025 11:43:23 AM