black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

LINCOLN INVESTMENT PLANNING LLC

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN69935
Status:
First Licensure:
05/19/2000
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
601 OFFICE CENTER DR STE 300
FT WASHINGTON, PA 19034-3275
Mailing:
601 OFFICE CENTER DR STE 300
FT WASHINGTON, PA 19034-3275
Phone:
+1 (800) 242-1421 x4200
Fax:
+1 (215) 376-1056
Email:
licensingrequest@lincolninvestment.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 05/19/2000 04/01/2027

Employer

Name Issue Date License Number Expiration Date Cancel Date
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
06/05/2009 LHF846
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY
04/30/2024 LHF62908
AMERICAN GENERAL LIFE INSURANCE COMPANY
03/07/2019 LHF119
AMICA LIFE INSURANCE COMPANY
11/14/2023 LHF896
ANNUITY INVESTORS LIFE INSURANCE COMPANY
07/30/2013 LHF54540
BRIGHTHOUSE LIFE INSURANCE COMPANY
10/10/2014 LHF277 03/13/2019
BRIGHTHOUSE LIFE INSURANCE COMPANY
03/27/2019 LHF277
COLUMBUS LIFE INSURANCE COMPANY
06/01/2012 LHF82988
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
02/25/2019 LHF874
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
03/30/2001 LHF407 01/22/2024
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
01/08/2024 LHF916
FORETHOUGHT LIFE INSURANCE COMPANY
04/09/2013 LHF1013 09/15/2017
FORETHOUGHT LIFE INSURANCE COMPANY
08/23/2018 LHF1013
FORTITUDE LIFE INSURANCE & ANNUITY COMPANY
02/02/2001 LHF770
JACKSON NATIONAL LIFE INSURANCE COMPANY
03/05/2002 LHF45199
JOHN HANCOCK LIFE INSURANCE COMPANY
07/05/2002 LHF264 01/08/2010
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
09/19/2008 LHF210
JOHN HANCOCK VARIABLE LIFE INSURANCE COMPANY
07/05/2002 LHF858 11/13/2007
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
08/21/2001 LHF619
METLIFE INVESTORS USA INSURANCE COMPANY
06/09/2009 LHF934 11/14/2014
METROPOLITAN LIFE INSURANCE COMPANY
03/27/2019 LHF380
NASSAU LIFE INSURANCE COMPANY
01/31/2002 LHF248 04/15/2013
NATIONAL INTEGRITY LIFE INSURANCE COMPANY
07/29/2004 LHF681
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY
05/28/2019 LHF62021
NATIONWIDE LIFE INSURANCE COMPANY
12/02/2005 LHF29
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
01/15/2014 LHF867
OCEANVIEW LIFE AND ANNUITY COMPANY
10/30/2020 LHF358208
PACIFIC LIFE INSURANCE COMPANY
06/26/2001 LHF237
PRINCIPAL LIFE INSURANCE COMPANY
07/11/2002 LHF406
PROTECTIVE LIFE INSURANCE COMPANY
08/23/2001 LHF888
PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY
02/22/2002 LHF250 03/29/2007
PRUCO LIFE INSURANCE COMPANY
08/13/2002 LHF768
PRUDENTIAL INSURANCE COMPANY OF AMERICA
08/13/2002 LHF252 02/01/2004
PRUDENTIAL INSURANCE COMPANY OF AMERICA
03/20/2019 LHF252
RELIASTAR LIFE INSURANCE COMPANY
10/01/2002 LHF22
S.USA LIFE INSURANCE COMPANY INC
07/31/2024 LHF48161
SECURITY BENEFIT LIFE INSURANCE COMPANY
04/16/2003 LHF259
SECURITY CONNECTICUT LIFE INSURANCE COMPANY
08/16/2001 LHF876 10/01/2003
SYMETRA LIFE INSURANCE COMPANY
09/02/2005 LHF777
TALCOTT RESOLUTION LIFE AND ANNUITY INSURANCE COMPANY
07/29/2010 LHF660
TALCOTT RESOLUTION LIFE INSURANCE COMPANY
07/29/2010 LHF822
TRANSAMERICA LIFE INSURANCE COMPANY
10/08/2001 LHF726
UNUM LIFE INSURANCE COMPANY OF AMERICA
02/22/2002 LHD145 03/29/2007
VARIABLE ANNUITY LIFE INSURANCE COMPANY
08/13/2008 LHF293
VENERABLE INSURANCE AND ANNUITY COMPANY
03/28/2002 LHF841 05/18/2018
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY
01/02/2001 LHF766 01/30/2004
WESTERN RESERVE LIFE ASSURANCE COMPANY OF OHIO
11/16/2001 LHF851 10/17/2005
WESTERN RESERVE LIFE ASSURANCE COMPANY OF OHIO
01/22/2008 LHF851 11/02/2009

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
STEWART ABELOW
09/16/2010 PRN80420
GLENN S. ALLAN
06/07/2012 PRN185658
JEFFREY DOYLE CAMPBELL
04/16/2013 PRN209562
MARK A. CIULLA
06/07/2012 PRN185986
LYLE H. COLE
06/07/2012 PRN165130
GORDON EDWARD CONWELL JR
02/05/2008 PRN101252
MARGARET A. DOUGHERTY
08/14/2002 PRN88378
STEVEN H. DUBIN
06/07/2012 PRN34271
CHRISTOPHER MICHAEL DUFFY
06/07/2012 PRN164769
EDWARD S. FORST JR
05/19/2000 PRN67767
DAVID W. GODFREY
02/21/2019 PRR121863
ERIK CHRISTOPHER HACKER
06/07/2012 PRN157684
DONALD W. HADLEY
06/07/2012 PRN120874
VIRGINIA TANNER HARRIETT
09/16/2010 PRN118422
MATTHEW E. HERMAN
03/16/2021 PRN103659
ERIC N. HERSHMAN
06/07/2012 PRN81782
TAMARA LISA INDIANER
03/12/2001 PRN76872
JIM E. JELINEK
09/16/2010 PRN166287
LYNN S. KAPLAN
09/16/2010 PRN31866
MATTHEW WILLIAM KORSMO
09/16/2010 PRN90283
WESLEY E. LABELLE
02/21/2019 PRN142186
MERRIE JOY LEIGHTON
06/07/2012 PRN32113
MICHAEL JOSEPH MARSHALL
06/07/2012 PRN163280
THOMAS A. MAXEY
09/16/2010 PRN62283
CHRISTOPHER E. MURTHA
09/16/2010 PRN142827
LOUIS M. OLAVE
02/26/2019 PRN300324
DAVID G. OLSON
06/07/2012 PRN173702
JOHN M. OVERSTREET
06/07/2012 PRN87994
ERIC ROBERT PARADIS
06/07/2012 PRN155287
TODD ANDREW PERKINS
02/21/2019 PRR50123
CAROL A. RING
09/16/2010 PRN113899
DANIEL R. SAFRANEK
09/16/2010 PRN89868
STEVE SHELGREN
09/16/2010 PRN88959
STANLEY E. STARTZELL
08/14/2002 PRN88380
JOHN P. WALSH
06/07/2012 PRN39223
NEIL R. WAXMAN
06/07/2012 PRN185988

Branch Office

Name Issue Date License Number Expiration Date Cancel Date
LINCOLN INVESTMENT PLANNING LLC (WALTHAM MA)
04/24/2015 BRN249420

Supervised Entity

None.

Responsible Individual

Name License Number
EDWARD S. FORST JR PRN67767

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
963831

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: 11/05/2025 03:47:55 PM