black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

PATRICIA LYNN BENNETT

PRODUCER NON-RESIDENT

License Number:
PRN35759
Status:
First Licensure:
10/14/1992
Cancel Date:
None

Mailing:
PORTSMOUTH, NH 03801
Phone:
+1 (603) 427-0101
Fax:
+1 (603) 373-0904
Email:
pat@longevityplanning.com

History

License Type Start Date End Date
PRODUCER NON-RESIDENT 10/14/1992

Agency

Name Issue Date License Number Expiration Date Cancel Date
BENNETT & TRUSSELL FINANCIAL SERVICES
10/01/1997 AGN38733
TOWER SQUARE SECURITIES INC
10/27/1999 AGN19739 03/28/2014

Employer

Name Issue Date License Number Expiration Date Cancel Date
ACCENDO INSURANCE COMPANY
05/30/2023 LHF894
AETNA HEALTH INC
07/15/2022 HMD45749
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
04/21/1999 LHF846 02/22/2016
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY
02/28/2001 LHF62908 06/18/2008
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY
02/04/2021 LHF62908 02/21/2024
AMERICAN GENERAL LIFE INSURANCE COMPANY
04/07/2008 LHF119 10/26/2011
AMERICAN GENERAL LIFE INSURANCE COMPANY OF DELAWARE
02/22/2005 LHF77803 09/01/2011
AMERICAN NATIONAL INSURANCE COMPANY
09/13/1994 LHF11
AMH HEALTH PLANS OF MAINE, INC.
09/21/2020 LHD353013
AMH HEALTH, LLC
09/21/2020 HMD329485
ANTHEM HEALTH PLANS OF MAINE INC.
10/01/2015 LHD70566
ANTHEM INSURANCE COMPANIES INC
12/20/2021 LHF125537
ANTHEM LIFE INSURANCE COMPANY
10/01/2015 LHF70467 12/13/2020
BALTIMORE LIFE INSURANCE COMPANY
10/27/1999 LHF986 06/11/2004
BANNER LIFE INSURANCE COMPANY
03/16/2022 LHF50047
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA
05/01/2001 LHF804 09/24/2018
BRIGHTHOUSE LIFE INSURANCE COMPANY
04/01/2001 LHF277 10/31/2005
BRIGHTHOUSE LIFE INSURANCE COMPANY
03/30/2006 LHF277 02/26/2010
BRIGHTHOUSE LIFE INSURANCE COMPANY
10/10/2014 LHF277
C M LIFE INSURANCE COMPANY
12/04/2001 LHF906
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
09/24/2013 LHF214634 12/01/2016
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
07/26/2021 LHF214634 01/25/2024
CIGNA HEALTH AND LIFE INSURANCE COMPANY
02/03/2023 LHF860
CLEAR SPRING LIFE AND ANNUITY COMPANY
10/05/2016 LHF190587 05/17/2025
CONSECO HEALTH INSURANCE COMPANY
11/16/2001 LHF954 11/02/2005
EMPHESYS INSURANCE COMPANY
11/21/2025 LHF410560
EMPIRE HEALTHCHOICE HMO, INC.
12/20/2021 HMF285382 07/01/2025
FIRST COLONY LIFE INSURANCE COMPANY
10/21/1996 LHF175 01/01/2007
FIRST PENN-PACIFIC LIFE INSURANCE COMPANY
01/22/1997 LHF47438 07/06/2005
GENWORTH LIFE & ANNUITY INSURANCE COMPANY
07/12/2005 LHF966 04/21/2014
GENWORTH LIFE INS CO
10/09/1998 LHF46264 04/19/2010
GENWORTH LIFE INS CO
03/12/2012 LHF46264 04/12/2016
GENWORTH LIFE INS CO
10/28/2016 LHF46264 04/13/2018
GOLDEN RULE INSURANCE COMPANY
02/24/2003 LHF918 06/06/2005
GUARDIAN INSURANCE & ANNUITY COMPANY INC
11/18/2009 LHF27827 09/30/2021
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
05/01/2001 LHF644 09/30/2021
INDEPENDENCE AMERICAN INSURANCE COMPANY
08/27/2019 PCF86149 09/21/2023
JOHN HANCOCK LIFE INSURANCE COMPANY
09/11/2003 LHF264 12/31/2009
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
01/01/2010 LHF210 01/21/2017
JOHN HANCOCK VARIABLE LIFE INSURANCE COMPANY
03/21/2004 LHF858 12/05/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
01/08/2015 LHF619
MAINE DENTAL SERVICE CORP
01/01/2015 NPD29330
MARTIN'S POINT GENERATIONS ADVANTAGE, INC.
02/12/2020 HMD261379
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
12/04/2001 LHF17
MEDAMERICA INSURANCE COMPANY
12/12/2006 LHF82113 01/05/2011
MEDAMERICA INSURANCE COMPANY
03/24/2015 LHF82113 03/02/2016
MEDCO CONTAINMENT LIFE INSURANCE COMPANY
03/20/2025 LHF183
METLIFE INVESTORS USA INSURANCE COMPANY
10/13/2005 LHF934 11/14/2014
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
03/10/2003 LHF50128 12/07/2007
METROPOLITAN LIFE INSURANCE COMPANY
02/15/1996 LHF380
MINNESOTA LIFE INSURANCE COMPANY
02/05/2018 LHF216
MUTUAL OF OMAHA INSURANCE COMPANY
10/30/1996 LHF84 09/20/2005
MUTUAL OF OMAHA INSURANCE COMPANY
11/29/2016 LHF84 08/24/2020
NATIONAL GUARDIAN LIFE INSURANCE COMPANY
05/07/2025 LHF84860
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY
08/12/2024 LHF62021
PACIFIC LIFE INSURANCE COMPANY
03/11/2003 LHF237 09/29/2009
PRINCIPAL LIFE INSURANCE COMPANY
10/30/1997 LHF406 07/10/2009
PROTECTIVE LIFE INSURANCE COMPANY
08/14/2019 LHF888 11/15/2021
PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY
03/21/2000 LHF250 03/29/2007
PRUCO LIFE INSURANCE COMPANY
08/13/2009 LHF768 12/24/2015
PRUDENTIAL INSURANCE COMPANY OF AMERICA
05/06/2008 LHF252 01/24/2014
REASSURE AMERICA LIFE INSURANCE COMPANY
08/01/1997 LHF292 04/30/2004
RELIASTAR LIFE INSURANCE COMPANY
06/25/2012 LHF22 05/01/2015
SIERRA HEALTH AND LIFE INSURANCE COMPANY INC.
02/13/2014 LHF58195
SILVERSCRIPT INSURANCE COMPANY
08/05/2024 LHF132429
STATE LIFE INSURANCE COMPANY
09/23/2008 LHF984
TALCOTT RESOLUTION LIFE AND ANNUITY INSURANCE COMPANY
10/22/1998 LHF660 07/29/2004
TALCOTT RESOLUTION LIFE INSURANCE COMPANY
10/22/1998 LHF822 07/29/2004
THRIVENT FINANCIAL FOR LUTHERANS
02/24/2021 FRF29313
TRANSAMERICA LIFE INSURANCE COMPANY
08/24/2016 LHF726 05/31/2018
TRANSAMERICA PREMIER LIFE INSURANCE COMPANY
02/19/2002 LHF825 05/24/2005
UNITED OF OMAHA LIFE INSURANCE COMPANY
11/18/1996 LHF28 09/27/2005
UNITED OF OMAHA LIFE INSURANCE COMPANY
08/13/2020 LHF28 07/22/2021
UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NY
10/14/1992 LHF654 04/19/2006
UNITEDHEALTHCARE INSURANCE COMPANY
09/08/2008 LHF700
UNITEDHEALTHCARE INSURANCE COMPANY OF AMERICA
09/12/2016 LHF983 12/28/2021
UNITEDHEALTHCARE OF WISCONSIN, INC.
07/20/2022 HMF376407 01/25/2024
UNITEDHEALTHCARE OF WISCONSIN, INC.
02/03/2024 HMF376407
UNUM LIFE INSURANCE COMPANY OF AMERICA
03/22/2000 LHD145 03/29/2007
US FINANCIAL LIFE INSURANCE COMPANY
05/01/2001 LHF50841 09/15/2005
VENERABLE INSURANCE AND ANNUITY COMPANY
10/06/2008 LHF841 10/20/2012
WELLCARE PRESCRIPTION INSURANCE INC
04/09/2024 LHF121869 02/28/2025

Authority

Description Issue Date Termination Date Status
HEALTH 10/14/1992 Active
LIFE 10/14/1992 Active
VARIABLE CONTRACTS 03/01/1996 Active
VARIABLE LIFE & ANNUITY 06/22/1994 03/01/1996 Terminated
INDEPENDENT PRODUCER 10/01/1997 09/28/2011 Terminated

Responsible For

Name License Number
BENNETT & TRUSSELL FINANCIAL SERVICES AGN38733

License/Disciplinary Action

None.

PRODUCER NON-RESIDENT

License Number:
PRN35841
First Licensure:
10/30/1992
Cancel Date:
10/01/1997
Renewal Date:
01/01/1998

Mailing:
PORTSMOUTH, NH 03801
Phone:
+1 (603) 427-0101
Fax:
+1 (603) 373-0904
Email:
pat@longevityplanning.com

History

License Type Start Date End Date
PRODUCER NON-RESIDENT 10/30/1992 09/30/1997

Agency

Name Issue Date License Number Expiration Date Cancel Date
BENNETT & TRUSSELL FINANCIAL SERVICES
02/14/1994 AGN38733 10/01/1997

Employer

None.

Authority

Description Issue Date Termination Date Status
INDEPENDENT PRODUCER 10/30/1992 10/01/1997 Terminated
LIFE AND HEALTH 10/30/1992 10/01/1997 Terminated

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
3356096

Other Addresses

Address Type
BENNETT & TRUSSELL FINANCIAL
875 GREENLAND RD UNIT B4
PORTSMOUTH, NH 03801-4162
Office

CE Courses

Date Description Course Number Content Areas
02/13/2023 ANNUITY SUITABILITY AND BEST INTEREST STANDARDS 27515
4
credits in Annuities - Best Interest
Total:
4

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: 02/05/2026 12:37:03 AM