black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

BENNETT & TRUSSELL FINANCIAL SERVICES

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN38733
Status:
First Licensure:
02/14/1994
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
875 GREENLAND RD UNIT B5
PORTSMOUTH, NH 03801-4162
Mailing:
2075 LAFAYETTE RD UNIT B31
PORTSMOUTH, NH 03801-6104
Phone:
+1 (603) 427-0101
Fax:
+1 (603) 373-0904
Email:
pat@longevityplanning.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 10/01/1997 04/01/2027
ORGANIZATION NON-RESIDENT BROKER 02/14/1994 09/30/1997

Alias, DBA or Trade Name

Name
LONGEVITY PLANNING

Employer

Name Issue Date License Number Expiration Date Cancel Date
AETNA HEALTH INC
07/15/2022 HMD45749
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
04/21/1999 LHF846
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY
02/04/2021 LHF62908 02/16/2024
AMH HEALTH PLANS OF MAINE, INC.
09/20/2020 LHD353013
AMH HEALTH, LLC
09/20/2020 HMD329485
ANTHEM HEALTH PLANS OF MAINE INC.
10/01/2015 LHD70566
ANTHEM INSURANCE COMPANIES INC
12/19/2021 LHF125537
ANTHEM LIFE INSURANCE COMPANY
10/01/2015 LHF70467 12/13/2020
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
09/06/2022 LHF214634 01/25/2024
CIGNA HEALTH AND LIFE INSURANCE COMPANY
02/03/2023 LHF860
CIGNA HEALTHCARE OF MAINE INC.
10/21/1997 HMD4 04/22/2014
EMPIRE HEALTHCHOICE HMO, INC.
12/19/2021 HMF285382
FIRST COLONY LIFE INSURANCE COMPANY
10/30/1998 LHF175 01/01/2007
FIRST PENN-PACIFIC LIFE INSURANCE COMPANY
01/22/1997 LHF47438 06/29/2005
GENWORTH LIFE & ANNUITY INSURANCE COMPANY
01/01/2007 LHF966 04/25/2014
HUMANA INSURANCE COMPANY
11/21/2023 LHF980
INDEPENDENCE AMERICAN INSURANCE COMPANY
08/27/2019 PCF86149 09/21/2023
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
11/12/2015 LHF210 03/04/2019
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
02/16/2016 LHF619
MAINE DENTAL SERVICE CORP
02/17/2022 NPD29330
MARTIN'S POINT GENERATIONS ADVANTAGE, INC.
02/12/2020 HMD261379
MEDCO CONTAINMENT LIFE INSURANCE COMPANY
02/06/2024 LHF183
MUTUAL OF OMAHA INSURANCE COMPANY
10/30/1996 LHF84 12/27/2012
PRINCIPAL LIFE INSURANCE COMPANY
10/31/1997 LHF406 05/30/2003
PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY
03/17/2000 LHF250 03/29/2007
RED TREE INSURANCE COMPANY INC
02/17/2022 LHF174438
SIERRA HEALTH AND LIFE INSURANCE COMPANY INC.
09/06/2022 LHF58195
SILVERSCRIPT INSURANCE COMPANY
08/05/2024 LHF132429
UNITED OF OMAHA LIFE INSURANCE COMPANY
11/18/1996 LHF28 12/27/2012
UNITEDHEALTHCARE INSURANCE COMPANY
09/06/2022 LHF700
UNITEDHEALTHCARE OF WISCONSIN, INC.
09/06/2022 HMF376407 01/25/2024
UNUM LIFE INSURANCE COMPANY OF AMERICA
03/17/2000 LHD145 03/29/2007

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
PATRICIA LYNN BENNETT
10/01/1997 PRN35759

Branch Office

None.

Supervised Entity

None.

Responsible Individual

Name License Number
PATRICIA LYNN BENNETT PRN35759

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
3686088

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: 06/09/2025 05:41:41 PM