black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

GARY RUSSELL SMITH

One or more of the licenses listed below were subject to license/disciplinary action. Details regarding each action can be found below under the affected license.

PRODUCER RESIDENT

License Number:
PRR37831
Status:
Active
First Licensure:
08/07/1993
Cancel Date:
None
Renewal Date:
09/30/2027

Continuing Education:
Required by 09/30/2027
Hours Required:
Ethics:
3
Total Required:
24
Hours Acquired:
Ethics:
0
Total Acquired:
0

Mailing:
PORTLAND, ME 04101
Phone:
+1 (207) 850-0075
Email:
gary@wealthsmithfp.com

History
License Type Start Date End Date
PRODUCER RESIDENT 11/21/2005 09/30/2027
*** NOT ACTIVE *** 05/24/2005 11/20/2005
PRODUCER RESIDENT 08/07/1993 05/23/2005

License Suspension
Start Date End Date
05/24/2005 11/20/2005

Agency
Name Issue Date License Number Expiration Date Cancel Date
WEALTHSMITH FINANCIAL PLANNING LLC
 11/20/2021 AGR404109

Employer
Name Issue Date License Number Expiration Date Cancel Date
AETNA HEALTH INC
 12/10/2008 HMD45749
AETNA LIFE INSURANCE COMPANY
 12/10/2008 LHF621
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
 01/26/2007 LHF846 09/04/2011
AMERICAN NATIONAL INSURANCE COMPANY
 08/05/2021 LHF11
AMERICAN NETWORK INSURANCE COMPANY
 01/04/2007 LHF75 02/11/2008
AMERICAN PROGRESSIVE LIFE & HEALTH INS COMPANY OF NEW YORK
 08/19/2023 LHF374 03/01/2025
AMH HEALTH PLANS OF MAINE, INC.
 07/21/2023 LHD353013 04/08/2024
AMH HEALTH, LLC
 07/21/2023 HMD329485 04/08/2024
ANTHEM HEALTH PLANS OF MAINE INC.
 08/01/2015 LHD70566 04/20/2018
ANTHEM HEALTH PLANS OF MAINE INC.
 07/21/2023 LHD70566 04/08/2024
ANTHEM INSURANCE COMPANIES INC
 07/21/2023 LHF125537 04/08/2024
ARCADIAN HEALTH PLAN INC
 10/08/2014 HMF112421 10/28/2015
ASSURITY LIFE INSURANCE COMPANY
 07/07/2015 LHF179 09/27/2017
ATHENE ANNUITY AND LIFE COMPANY
 05/28/2016 LHF64369 02/05/2018
BANKERS LIFE & CASUALTY COMPANY
 08/20/1993 LHF127 07/15/2005
BANNER LIFE INSURANCE COMPANY
 11/30/2011 LHF50047
BRIGHTHOUSE LIFE INSURANCE COMPANY
 07/24/2009 LHF277 02/12/2010
BRIGHTHOUSE LIFE INSURANCE COMPANY
 05/14/2013 LHF277 02/10/2014
BRIGHTHOUSE LIFE INSURANCE COMPANY
 10/10/2014 LHF277
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
 09/22/2013 LHF214634 12/01/2016
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
 07/19/2021 LHF214634
CIGNA HEALTH AND LIFE INSURANCE COMPANY
 09/18/2013 LHF860 01/05/2023
CLEAR SPRING LIFE AND ANNUITY COMPANY
 08/17/2016 LHF190587 03/10/2025
COLONIAL PENN LIFE INSURANCE COMPANY
 06/26/2003 LHF143 07/15/2005
CONNECTICUT GENERAL LIFE INSURANCE COMPANY
 10/16/2012 LHF149 05/16/2014
CONTINENTAL GENERAL INSURANCE COMPANY
 08/28/2008 LHF47739 10/30/2009
ELCO MUTUAL LIFE AND ANNUITY
 05/19/2016 LHF47543 03/10/2021
EMPHESYS INSURANCE COMPANY
 11/03/2025 LHF410560
EMPIRE HEALTHCHOICE HMO, INC.
 07/21/2023 HMF285382 04/08/2024
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
 12/06/2016 LHF407 01/22/2024
EQUITRUST LIFE INSURANCE COMPANY
 04/24/2009 LHF99289 08/18/2015
FIRST HEALTH LIFE & HEALTH INSURANCE COMPANY
 09/12/2014 LHF842
FORETHOUGHT LIFE INSURANCE COMPANY
 05/21/2019 LHF1013 02/24/2025
GENWORTH LIFE & ANNUITY INSURANCE COMPANY
 12/02/2008 LHF966 04/19/2010
GENWORTH LIFE & ANNUITY INSURANCE COMPANY
 11/04/2010 LHF966 05/14/2012
GENWORTH LIFE INS CO
 04/09/2014 LHF46264 04/13/2018
GUARANTEE TRUST LIFE INSURANCE COMPANY
 10/08/2014 LHF191 11/22/2017
GUARDIAN INSURANCE & ANNUITY COMPANY INC
 02/18/2014 LHF27827 09/30/2021
HUMANA INSURANCE COMPANY
 10/08/2014 LHF980 04/16/2016
HUMANA INSURANCE COMPANY
 11/02/2023 LHF980
INTEGRITY LIFE INSURANCE COMPANY
 07/27/2022 LHF262166
JACKSON NATIONAL LIFE INSURANCE COMPANY
 01/24/2013 LHF45199 01/04/2022
JACKSON NATIONAL LIFE INSURANCE COMPANY
 12/29/2022 LHF45199
JOHN HANCOCK LIFE INSURANCE COMPANY
 07/17/2006 LHF264 01/08/2010
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
 01/01/2010 LHF210 04/12/2012
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
 11/07/2013 LHF210 01/21/2017
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
 01/18/2017 LHF210 05/01/2021
LAFAYETTE LIFE INSURANCE COMPANY
 02/03/2009 LHF202 02/13/2009
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
 09/15/2003 LHF619 05/19/2009
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
 08/04/2009 LHF619 09/05/2017
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
 11/22/2021 LHF619 09/16/2024
LOYAL AMERICAN LIFE INSURANCE COMPANY
 11/08/2017 LHF207 10/29/2019
MARTIN'S POINT GENERATIONS ADVANTAGE, INC.
 10/18/2017 HMD261379 10/31/2025
MARTINS POINT GENERATIONS LLC
 07/19/2016 HMD125915 07/19/2016
METLIFE INVESTORS USA INSURANCE COMPANY
 06/05/2009 LHF934 02/10/2014
METLIFE INVESTORS USA INSURANCE COMPANY
 02/20/2014 LHF934 11/14/2014
METROPOLITAN LIFE INSURANCE COMPANY
 08/01/2006 LHF380 11/24/2009
METROPOLITAN LIFE INSURANCE COMPANY
 12/07/2009 LHF380 02/10/2014
METROPOLITAN LIFE INSURANCE COMPANY
 04/28/2016 LHF380
MINNESOTA LIFE INSURANCE COMPANY
 03/31/2014 LHF216
NATIONAL GUARDIAN LIFE INSURANCE COMPANY
 02/24/2021 LHF84860
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY
 04/14/2017 LHF62021 09/26/2025
NATIONWIDE LIFE INSURANCE COMPANY
 05/18/2012 LHF29 09/17/2015
NATIONWIDE LIFE INSURANCE COMPANY
 10/05/2015 LHF29 09/23/2019
NATIONWIDE LIFE INSURANCE COMPANY
 01/20/2023 LHF29 09/26/2025
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
 12/11/2018 LHF867
PACIFIC LIFE INSURANCE COMPANY
 09/10/2003 LHF237 02/05/2010
PACIFIC LIFE INSURANCE COMPANY
 02/19/2019 LHF237 08/04/2023
PENNSYLVANIA LIFE INSURANCE COMPANY
 06/10/2009 LHF243 02/15/2011
PRINCIPAL LIFE INSURANCE COMPANY
 03/08/2011 LHF406
PRINCIPAL NATIONAL LIFE INSURANCE COMPANY
 01/05/2015 LHF161852
PRUCO LIFE INSURANCE COMPANY
 08/06/2008 LHF768 12/04/2009
PRUCO LIFE INSURANCE COMPANY
 09/25/2014 LHF768 12/24/2015
PRUCO LIFE INSURANCE COMPANY
 05/27/2016 LHF768 12/20/2021
PRUCO LIFE INSURANCE COMPANY
 01/13/2022 LHF768
RELIASTAR LIFE INSURANCE COMPANY
 09/19/2006 LHF22 08/15/2009
RELIASTAR LIFE INSURANCE COMPANY
 06/15/2012 LHF22 02/03/2017
SECURITY BENEFIT LIFE INSURANCE COMPANY
 08/28/2008 LHF259
SECURITY LIFE OF DENVER INSURANCE COMPANY
 09/19/2006 LHF261 08/15/2009
SIERRA HEALTH AND LIFE INSURANCE COMPANY INC.
 02/13/2014 LHF58195 06/27/2018
SIERRA HEALTH AND LIFE INSURANCE COMPANY INC.
 09/26/2018 LHF58195
SILAC INSURANCE COMPANY
 08/17/2009 LHF91931 01/15/2010
SILVERSCRIPT INSURANCE COMPANY
 08/14/2021 LHF132429
STANDARD INSURANCE COMPANY
 09/07/2017 LHF991
SYMETRA LIFE INSURANCE COMPANY
 03/12/2014 LHF777 09/16/2022
SYMETRA LIFE INSURANCE COMPANY
 10/09/2023 LHF777
TALCOTT RESOLUTION LIFE AND ANNUITY INSURANCE COMPANY
 09/11/2003 LHF660 10/21/2008
TALCOTT RESOLUTION LIFE INSURANCE COMPANY
 09/11/2003 LHF822 10/21/2008
TRANSAMERICA LIFE INSURANCE COMPANY
 09/18/2013 LHF726 04/22/2016
UNITEDHEALTHCARE INSURANCE COMPANY
 11/26/2008 LHF700 06/27/2018
UNITEDHEALTHCARE INSURANCE COMPANY
 09/26/2018 LHF700
UNITEDHEALTHCARE INSURANCE COMPANY OF AMERICA
 09/12/2016 LHF983 06/27/2018
UNITEDHEALTHCARE INSURANCE COMPANY OF AMERICA
 09/26/2018 LHF983 12/28/2021
UNITEDHEALTHCARE OF WISCONSIN, INC.
 07/20/2022 HMF376407
VENERABLE INSURANCE AND ANNUITY COMPANY
 09/19/2006 LHF841 08/15/2009
WELLCARE PRESCRIPTION INSURANCE INC
 12/13/2018 LHF121869 04/09/2021

Authority
Description Issue Date Termination Date Status
HEALTH 08/07/1993 Active
LIFE 08/07/1993 Active
VARIABLE CONTRACTS 09/05/2003 Active

Responsible For
Name License Number
WEALTHSMITH FINANCIAL PLANNING LLC AGR404109

License/Disciplinary Action
Case Action Taken Date
RIRS-1482 Consent Order 05/24/2005

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
2227442

Other Addresses
Address Type
75 PEARL STREET
SUITE 204
75 PEARL ST STE 204
PORTLAND, ME 04101-4101
 Office

CE Courses

None.

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: 11/14/2025 12:11:21 AM