black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

WHITE COAT INSURANCE SERVICES

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN433262
Status:
First Licensure:
10/06/2022
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
2947 E SUNSET RIDGE DR
SANDY, UT 84092-2503
Mailing:
2947 E SUNSET RIDGE DR
SANDY, UT 84092-2503
Phone:
+1 (801) 557-6582
Email:
insurance@whitecoatinvestor.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 10/06/2022 04/01/2027

Employer

Name Issue Date License Number Expiration Date Cancel Date
AMERITAS LIFE INSURANCE CORP
02/13/2023 LHF944
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA
01/12/2023 LHF804
BRISTOL WEST INSURANCE COMPANY
02/19/2025 PCF78370
FARMERS CASUALTY INSURANCE COMPANY
02/19/2025 PCF895
FARMERS DIRECT PROPERTY AND CASUALTY INSURANCE COMPANY
02/19/2025 PCF267721
FARMERS PROPERTY AND CASUALTY INSURANCE COMPANY
02/19/2025 PCF714
GUARDIAN INSURANCE & ANNUITY COMPANY INC
01/12/2023 LHF27827 05/06/2025
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
01/12/2023 LHF644 05/06/2025
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
01/26/2023 LHF17
PENN INSURANCE AND ANNUITY COMPANY
08/06/2025 LHF65787
PENN MUTUAL LIFE INSURANCE COMPANY
08/06/2025 LHF242
PRINCIPAL LIFE INSURANCE COMPANY
12/04/2023 LHF406
STANDARD INSURANCE COMPANY
01/12/2023 LHF991

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
BRETT D. STEVENS
10/06/2022 PRN432448

Branch Office

None.

Supervised Entity

None.

Responsible Individual

Name License Number
BRETT D. STEVENS PRN432448

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
20447423

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: 12/05/2025 01:21:58 PM