black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

HERITAGE INSURANCE & INVESTMENT SERVICES LLC

RESIDENT PRODUCER AGENCY

License Number:
AGR80347
Status:
First Licensure:
08/16/2001
Cancel Date:
None
Renewal Date:
12/01/2026

Street Location:
648 WILTON RD
FARMINGTON, ME 04938-6138
Mailing:
PO BOX 536
W FARMINGTON, ME 04992-0536
Phone:
+1 (207) 778-6550
Fax:
+1 (888) 308-9602
Email:
yoursenioroptions@gmail.com

History

License Type Start Date End Date
RESIDENT PRODUCER AGENCY 08/16/2001 12/01/2026

Employer

Name Issue Date License Number Expiration Date Cancel Date
21ST CENTURY PREMIER INSURANCE COMPANY
02/06/2009 PCF321 05/11/2010
AETNA HEALTH INC
06/08/2006 HMD45749 08/30/2011
AETNA HEALTH INC
09/30/2016 HMD45749
AETNA LIFE INSURANCE COMPANY
06/08/2006 LHF621 08/30/2011
AETNA LIFE INSURANCE COMPANY
09/30/2016 LHF621
AMERICAN PROGRESSIVE LIFE & HEALTH INS COMPANY OF NEW YORK
08/15/2017 LHF374 06/30/2022
AMH HEALTH PLANS OF MAINE, INC.
08/13/2024 LHD353013
AMH HEALTH, LLC
08/13/2024 HMD329485
ANTHEM HEALTH PLANS OF MAINE INC.
08/13/2024 LHD70566
ANTHEM INSURANCE COMPANIES INC
08/13/2024 LHF125537
ATHOME INSURANCE COMPANY
03/28/2007 PCF503 05/11/2010
BALTIMORE LIFE INSURANCE COMPANY
08/29/2007 LHF986 01/11/2010
BRISTOL WEST INSURANCE COMPANY
05/23/2002 PCF78370 02/27/2019
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
01/17/2025 LHF214634
CIGNA HEALTHCARE OF MAINE INC.
01/11/2002 HMD4 04/22/2014
CONNECTICUT GENERAL LIFE INSURANCE COMPANY
01/11/2002 LHF149 09/25/2014
CONSECO HEALTH INSURANCE COMPANY
03/30/2004 LHF954 11/25/2009
CONSECO INSURANCE COMPANY
12/22/2004 LHF45791 05/05/2010
EMPIRE HEALTHCHOICE HMO, INC.
08/13/2024 HMF285382
EQUITRUST LIFE INSURANCE COMPANY
09/17/2018 LHF99289 01/20/2023
FARMERS INSURANCE EXCHANGE FARMERS GROUP INC
05/05/2005 IIF106 03/21/2012
FIRST HEALTH LIFE & HEALTH INSURANCE COMPANY
09/30/2016 LHF842
FOREMOST INSURANCE COMPANY GRAND RAPIDS, MICHIGAN
04/18/2002 PCF445 02/27/2019
HUMANA INSURANCE COMPANY
08/25/2017 LHF980 04/09/2019
HUMANA INSURANCE COMPANY
11/03/2023 LHF980
HUMANADENTAL INSURANCE COMPANY
08/25/2017 LHF173873 02/12/2018
LIFE INVESTORS INSURANCE COMPANY OF AMERICA
08/29/2002 LHF47741 01/08/2007
MAINE DENTAL SERVICE CORP
02/03/2023 NPD29330
MARTIN'S POINT GENERATIONS ADVANTAGE, INC.
08/23/2017 HMD261379
MUTUAL OF OMAHA INSURANCE COMPANY
10/22/2001 LHF84 09/23/2003
PACIFICARE LIFE AND HEALTH INSURANCE COMPANY
12/28/2005 LHF102906 03/05/2012
PROGRESSIVE NORTHERN INSURANCE COMPANY
07/31/2007 PCF51006 07/23/2009
PROGRESSIVE NORTHERN INSURANCE COMPANY
04/19/2010 PCF51006
PROGRESSIVE NORTHWESTERN INSURANCE COMPANY
07/31/2007 PCF27738
PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY
10/15/2002 LHF250 03/09/2005
RED TREE INSURANCE COMPANY INC
02/03/2023 LHF174438
SAGAMORE INSURANCE COMPANY
12/02/2002 PCF85162 05/09/2016
SILVERSCRIPT INSURANCE COMPANY
11/28/2019 LHF132429
SUN LIFE AND HEALTH INSURANCE COMPANY (US)
02/06/2007 LHF857 08/17/2009
SUN LIFE ASSURANCE COMPANY OF CANADA - US BRANCH
06/22/2009 LHF271
TRUCK INSURANCE EXCHANGE TRUCK UNDERWRITERS ASSOCIATION
06/08/2007 IIF107 10/19/2012
UNITED FINANCIAL CASUALTY COMPANY
07/31/2007 PCF61704 03/31/2012
UNUM LIFE INSURANCE COMPANY OF AMERICA
10/15/2002 LHD145 04/27/2004
VENERABLE INSURANCE AND ANNUITY COMPANY
10/07/2004 LHF841 01/03/2007
WELLCARE PRESCRIPTION INSURANCE INC
12/19/2018 LHF121869 06/30/2022
WEST COAST LIFE INSURANCE COMPANY
09/27/2002 LHF47439 08/10/2009

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
SEONA CRYSTAL LORRAINE KWON
08/12/2016 PRR272245

Branch Office

Name Issue Date License Number Expiration Date Cancel Date
HERITAGE INS & INVESTMENT SERVICES LLC (LIVERMORE FALL ME)
11/09/2005 BRR120551

Supervised Entity

None.

Responsible Individual

Name License Number
SEONA CRYSTAL LORRAINE KWON PRR272245

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
5654531

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: 05/18/2025 08:44:41 PM