black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

UNITED PLANNERS FINANCIAL SERVICES OF AMERICA

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN24197
Status:
First Licensure:
02/13/1989
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
7333 E DOUBLETREE RANCH RD STE 120
SCOTTSDALE, AZ 85258-2051
Mailing:
7333 E DOUBLETREE RANCH RD STE 120
SCOTTSDALE, AZ 85258-2051
Phone:
+1 (480) 991-0225 x249
Fax:
+1 (480) 503-8173
Email:
dnordstrom@upfsa.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 02/13/1989 04/01/2027

Employer

Name Issue Date License Number Expiration Date Cancel Date
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
11/08/1996 LHF846
AMERICAN GENERAL LIFE INSURANCE COMPANY
12/17/2012 LHF119
AMERITAS LIFE INSURANCE CORP
07/23/2009 LHF944 06/28/2017
AMERITAS LIFE INSURANCE CORP
07/03/2017 LHF944
AUGUSTAR LIFE INSURANCE COMPANY
04/19/2000 LHF979 01/03/2019
BRIGHTHOUSE LIFE INSURANCE COMPANY
10/10/2014 LHF277
C M LIFE INSURANCE COMPANY
08/02/2002 LHF906 11/16/2012
CANADA LIFE INSURANCE COMPANY OF AMERICA
10/10/2002 LHF48333 06/23/2005
DELAWARE LIFE INSURANCE COMPANY
11/17/1989 LHF720
EAGLE LIFE INSURANCE COMPANY
05/01/2015 LHF188352
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
12/27/2023 LHF874
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
12/20/1999 LHF407 06/01/2021
FORETHOUGHT LIFE INSURANCE COMPANY
04/26/2013 LHF1013
FORTITUDE LIFE INSURANCE & ANNUITY COMPANY
10/10/2005 LHF770
GENERAL AMERICAN LIFE INSURANCE COMPANY
03/02/2004 LHF650 11/13/2009
GENWORTH LIFE INS CO
12/06/2001 LHF46264 04/13/2018
GUARDIAN INSURANCE & ANNUITY COMPANY INC
04/20/2004 LHF27827
JACKSON NATIONAL LIFE INSURANCE COMPANY
02/15/2006 LHF45199
JEFFERSON PILOT FINANCIAL INSURANCE COMPANY
04/01/2001 LHF933 07/02/2007
JEFFERSON PILOT LIFE INSURANCE COMPANY
04/01/2001 LHF42700 04/02/2007
JOHN HANCOCK LIFE INSURANCE COMPANY
08/02/2005 LHF264 12/31/2009
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
01/04/2008 LHF210
JOHN HANCOCK VARIABLE LIFE INSURANCE COMPANY
08/02/2005 LHF858 11/13/2007
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
02/24/1989 LHF619
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
08/02/2002 LHF17 11/16/2012
MASSMUTUAL ASCEND LIFE INSURANCE COMPANY
06/22/2021 LHF878
METLIFE INVESTORS USA INSURANCE COMPANY
10/13/2005 LHF934 11/13/2009
METLIFE INVESTORS USA INSURANCE COMPANY
07/15/2010 LHF934 11/14/2014
METROPOLITAN LIFE INSURANCE COMPANY
02/19/2004 LHF380 11/13/2009
METROPOLITAN LIFE INSURANCE COMPANY
04/28/2021 LHF380
MIDLAND NATIONAL LIFE INSURANCE COMPANY
04/28/2009 LHF960 08/21/2017
MIDLAND NATIONAL LIFE INSURANCE COMPANY
12/02/2021 LHF960
NASSAU LIFE INSURANCE COMPANY
05/01/1989 LHF248 07/12/2013
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY
07/01/2008 LHF62021
NATIONWIDE LIFE INSURANCE COMPANY OF AMERICA
03/29/2001 LHF251 03/22/2005
NEW ENGLAND LIFE INSURANCE COMPANY
02/19/2004 LHF940 11/13/2009
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
05/08/2000 LHF867
PACIFIC LIFE INSURANCE COMPANY
05/21/2004 LHF237
PEOPLES BENEFIT LIFE INSURANCE COMPANY
08/01/1993 LHF223 10/01/2007
PRINCIPAL LIFE INSURANCE COMPANY
12/22/2000 LHF406
PROTECTIVE LIFE INSURANCE COMPANY
02/27/2014 LHF888
PRUCO LIFE INSURANCE COMPANY
04/01/2001 LHF768
PRUDENTIAL INSURANCE COMPANY OF AMERICA
04/01/2001 LHF252 02/01/2004
PRUDENTIAL INSURANCE COMPANY OF AMERICA
08/02/2004 LHF252
REASSURE AMERICA LIFE INSURANCE COMPANY
08/26/1998 LHF292 04/30/2004
SECURITY BENEFIT LIFE INSURANCE COMPANY
06/03/2009 LHF259
SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY
07/03/2008 LHF646 12/31/2012
SYMETRA LIFE INSURANCE COMPANY
03/24/2025 LHF777
TALCOTT RESOLUTION LIFE AND ANNUITY INSURANCE COMPANY
08/16/2007 LHF660
TALCOTT RESOLUTION LIFE INSURANCE COMPANY
05/17/1996 LHF822
TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY
03/21/2001 LHF26 10/01/2005
TRANSAMERICA LIFE INSURANCE COMPANY
03/21/2001 LHF726
TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY
03/21/2001 LHF23 10/02/2008
VENERABLE INSURANCE AND ANNUITY COMPANY
03/30/2001 LHF841 05/18/2018

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
DOUGLAS A. DULAC
07/07/2008 PRR18438
RICHARD I. HEMINGWAY
11/12/2015 PRN128117
DANIEL T. HOBAN
08/12/2009 PRN136881
CAROLYN M. INSLEY
01/30/2015 PRN243210
KAMRON LES KIMBALL
07/07/2008 PRR108249
DAVID COLIN MASTERMAN
07/07/2008 PRR8551
ETHAN MASTERMAN
07/07/2008 PRR77808
KENNETH WILLIAM OLIVERIO
06/18/2018 PRN307907
CYNTHIA PELLEGRINO
07/14/2015 PRN242408
JEFFREY PAUL ROGERS
03/08/2011 PRN41006
BOYD D. TAYLOR
03/21/2005 PRN111925

Branch Office

None.

Supervised Entity

None.

Responsible Individual

Name License Number
KENNETH WILLIAM OLIVERIO PRN307907

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
659771

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 06:07:06 AM