Search → TODD HODGES DOOLAN

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
TODD HODGES DOOLAN
PRODUCER NON-RESIDENT
License Number:
PRN464916
Status:
First Licensure:
09/25/2023
Cancel Date:
None
Mailing:
KEY LARGO, FL 33037
Phone:
+1 (207) 771-0812
Fax:
+1 (207) 771-0870
Email:
thdoolan@gmail.com
License Type | Start Date | End Date |
---|---|---|
PRODUCER NON-RESIDENT | 09/25/2023 |
Name | Issue Date | License Number | Expiration Date | Cancel Date |
---|---|---|---|---|
SBHU LIFE AGENCY INC |
09/25/2023 | AGN158963 |
Description | Issue Date | Termination Date | Status |
---|---|---|---|
HEALTH | 09/25/2023 | Active | |
LIFE | 09/25/2023 | Active | |
VARIABLE CONTRACTS | 09/25/2023 | Active |
License/Disciplinary Action
None.
PRODUCER RESIDENT
License Number:
PRR35630
Status:
First Licensure:
09/22/1992
Cancel Date:
09/25/2023
Renewal Date:
09/25/2023
Mailing:
KEY LARGO, FL 33037
Phone:
+1 (207) 771-0812
Fax:
+1 (207) 771-0870
Email:
thdoolan@gmail.com
License Type | Start Date | End Date |
---|---|---|
PRODUCER RESIDENT | 09/22/1992 | 09/24/2023 |
Name | Issue Date | License Number | Expiration Date | Cancel Date |
---|---|---|---|---|
SBHU LIFE AGENCY INC |
10/31/2008 | AGN158963 | 09/25/2023 | |
SBS INS AGENCY OF MAINE INC |
05/05/1993 | AGR6728 | 09/13/2002 | |
SBS INS AGENCY OF MAINE INC |
05/05/1993 | AGR6728 | 04/24/2009 |
Description | Issue Date | Termination Date | Status |
---|---|---|---|
VARIABLE LIFE & ANNUITY | 03/23/1993 | 10/01/1995 | Terminated |
HEALTH | 09/22/1992 | 09/25/2023 | Terminated |
LIFE | 09/22/1992 | 09/25/2023 | Terminated |
VARIABLE CONTRACTS | 10/01/1995 | 09/25/2023 | Terminated |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN):
405230
Address | Type |
---|---|
MORGAN STANLEY 100 MIDDLE ST STE 3 PORTLAND, ME 04101-4100 |
Office |
Phone Number | Type |
---|---|
+1 (207) 771-0812 | Office |
Date | Description | Course Number | Content Areas |
---|---|---|---|
06/24/2023 | FINANCIAL PLANNING PRINCIPLES AND PROCESSES | ME15660 |
10
credits in General Education
Total:
10
|
06/24/2023 | TEST YOUR AML SAVVY: ANTI-MONEY LAUNDERING IN INSURANCE | 25907 |
2
credits in General Education
Total:
2
|
06/23/2023 | RECOMMENDING ANNUITES UNDER THE NAIC BEST INTEREST STANDARD | 27536 |
5
credits in Annuities - Best Interest
Total:
5
|
05/25/2023 | A WALK THROUGH THE ETHICAL INSURANCE PRACTICE | 20094 |
3
credits in Ethics
Total:
3
|
09/29/2021 | LONG TERM CARE - 4 HOUR TRAINING REQUIREMENT | ME17126 |
4
credits in Long Term Care
Total:
4
|
12/08/2020 | FINANCIAL PLANNING AND ETHICS | 24436 |
3
credits in Ethics
21
credits in General Education
Total:
24
|
08/15/2019 | LONG TERM CARE - 4 HOUR TRAINING REQUIREMENT | ME17126 |
4
credits in Long Term Care
Total:
4
|
08/08/2019 | LONG TERM CARE - AN IN DEPTH VIEW | ME14567 |
8
credits in Long Term Care
Total:
8
|
05/23/2019 | RETIREMENT SOLUTIONS | ME17572 |
4
credits in General Education
Total:
4
|
05/22/2019 | CONSUMER PROTECTION FOR FINANCIAL SERVICES PROFESSIONALS | ME17388 |
4
credits in General Education
Total:
4
|
05/21/2019 | EXPECT THE UNEXPECTED: A GUIDE TO LONG - TERM CARE, 4 HOUR TRAINING | 21249 |
4
credits in Long Term Care
Total:
4
|
05/20/2019 | FINANCIAL PLANNING WITH CHARITABLE REMAINDER TRUSTS | ME9951 |
4
credits in General Education
Total:
4
|
05/17/2019 | NAIC SUITABILITY IN ANNUITY TRANSACTIONS MODEL REGULATION | ME17595 |
4
credits in Annuities
Total:
4
|
05/16/2019 | UNETHICAL BEHAVIOR: OPPORTUNITIES ABOUND | ME17631 |
4
credits in Ethics
Total:
4
|
04/18/2017 | LONG TERM CARE - 4 HOUR TRAINING REQUIREMENT | ME17126 |
4
credits in Long Term Care
Total:
4
|
03/28/2017 | SUITABILITY OF VARIABLE PRODUCTS | ME5874 |
7
credits in General Education
Total:
7
|
03/27/2017 | DOL FIDUCIARY STANDARD IN RETIREMENT ACCOUNTS | 24165 |
3
credits in Ethics
Total:
3
|
03/27/2017 | SUITABILITY AND SALES PRACTICES - 3RD EDITION | ME11788 |
15
credits in General Education
Total:
15
|
03/21/2017 | NAIC SUITABILITY IN ANNUITY TRANSACTIONS MODEL REGULATION | ME17595 |
4
credits in Annuities
Total:
4
|
05/12/2015 | ETHICAL ISSUES IN THE FINANCIAL SERVICES INDUSTRY | ME14552 |
3
credits in Ethics
2
credits in General Education
Total:
5
|
05/12/2015 | MONEY LAUNDERING | ME14122 |
1
credits in Ethics
2
credits in General Education
Total:
3
|
05/12/2015 | TERM INSURANCE | ME11443 |
6
credits in General Education
Total:
6
|
05/12/2015 | SUITABILITY AND SALES PRACTICES - 3RD EDITION | ME11788 |
15
credits in General Education
Total:
15
|
05/30/2013 | SUITABILITY AND INSURANCE NEEDS OF THE SENIOR INVESTOR | 20892 |
5
credits in Ethics
Total:
5
|
04/13/2013 | LONG TERM CARE - 4 HOUR TRAINING REQUIREMENT | ME17126 |
4
credits in General Education
Total:
4
|
02/26/2013 | RETIREMENT RESOURCES GUIDE | 21005 |
16
credits in General Education
Total:
16
|
04/22/2011 | NEW RULES FOR IRA DISTRIBUTION PLNG - 2ND EDITION | ME11789 |
6
credits in General Education
Total:
6
|
04/22/2011 | PREVENTING AND DETECTING MONEY LAUNDERING - 2ND EDITION | ME14143 |
3
credits in Ethics
5
credits in General Education
Total:
8
|
04/22/2011 | PENSION PLANNING | ME13541 |
11
credits in General Education
Total:
11
|
02/16/2011 | PORTFOLIO OPTIONS INSIDE VARIABLE ANNUITY LIVING BENEFITS | ME17191 |
1
credits in General Education
Total:
1
|
11/16/2010 | PLANNING FOR RETIREMENT INCOME IN AN UNCERTAIN TAX ENVIRONMENT | ME17383 |
1
credits in General Education
Total:
1
|
08/25/2010 | 30 YEARS WITHOUT A PAYCHECK | ME15025 |
1
credits in General Education
Total:
1
|
06/30/2010 | LONG TERM CARE - 4 HOUR TRAINING REQUIREMENT | ME17126 |
4
credits in General Education
Total:
4
|
05/15/2009 | PROFESSIONAL'S GUIDE TO ETHICAL DECISION MAKING | ME12725 |
9
credits in Ethics
Total:
9
|
04/14/2009 | ANNUITY BASICS (1) | ME10307 |
1
credits in General Education
Total:
1
|
03/24/2009 | PROTECTIVE STRATEGIES FOR THE RETIREMENT RED ZONE | ME12809 |
1
credits in General Education
Total:
1
|
02/11/2009 | EQUITY INDEXED ANNUITIES | ME12085 |
1
credits in General Education
Total:
1
|
01/14/2009 | ASSET ALLOCATION STRATEGIES FOR INVESTORS | ME13531 |
1
credits in General Education
Total:
1
|
12/08/2008 | BENEFITS OF ANNUITIES WHEN PLANNING FOR HEIRS | ME13968 |
1
credits in General Education
Total:
1
|
09/11/2008 | THE 4-STAGES OF ANNUITY INCOME | ME14887 |
1
credits in General Education
Total:
1
|
08/25/2008 | SOCIAL SECURITY-NEW TAX LAWS & STRATEGIES | ME14761 |
1
credits in General Education
Total:
1
|
07/28/2008 | QUALIFIED PLAN SOLUTIONS TO BENEFIT KEY EMPLOYEES | ME15001 |
1
credits in General Education
Total:
1
|
06/24/2008 | LONG TERM CARE: PROGRAMS, POLICIES AND PARTNERSHIPS | ME15068 |
8
credits in General Education
Total:
8
|
01/01/2008 | CARRYOVER COURSE | CEU2 |
4
credits in General Education
Total:
4
|
12/31/2007 | IRA, SEP & KEOGH PLANS | ME11459 |
13
credits in General Education
Total:
13
|
10/09/2007 | NEW DESIGNS IN VL AND VUL | ME14454 |
2
credits in General Education
Total:
2
|
03/23/2007 | TRANSITION WAIVER | CEU1 |
3
credits in Ethics
9
credits in General Education
Total:
12
|
12/20/2006 | ROTH ELECTIVE DEFERRAL CONTRIBUTIONS | ME12848 |
1
credits in General Education
Total:
1
|
09/22/2006 | ANTI - MONEY LAUNDERING | ME13394 |
3
credits in General Education
Total:
3
|
09/21/2006 | ADVANCED TECHNICAL BACKGROUND FOR NEEDS SELLING | ME11417 |
20
credits in General Education
Total:
20
|
04/11/2006 | ANNUITY MAXIMIZATION IN ESTATE PLANNING | ME12139 |
1
credits in General Education
Total:
1
|
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: 05/19/2025 03:35:48 AM