black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

CATHY JEAN MORGAN

PRODUCER RESIDENT

License Number:
PRR22415
Status:
Active
First Licensure:
03/14/1988
Cancel Date:
None
Renewal Date:
04/30/2026

Continuing Education:
Required by 04/30/2026
Hours Required:
Ethics:
3
Total Required:
24
Hours Acquired:
Ethics:
3
Total Acquired:
11

Mailing:
SOUTH PARIS, ME 04281
Phone:
+1 (207) 744-9814
Fax:
+1 (207) 743-8189
Email:
cathy@wheelersinsurance.com

History
License Type Start Date End Date
PRODUCER RESIDENT 03/14/1988 04/30/2026

Agency
Name Issue Date License Number Expiration Date Cancel Date
DAVID A KLAIN AGENCY
 11/02/1988 AGR2321 07/24/1995
DAVID A KLAIN AGENCY
 11/21/1992 AGR2321 07/24/1995
MAINE INSURANCE AGENCY
 07/24/1995 AGR2761 08/23/2021
MAINE INSURANCE AGENCY
 07/24/1995 AGR2761 09/13/2002
W J WHEELER & COMPANY INC
 03/12/2020 AGR4520
WJW CO-OP, INC.
 08/03/2021 AGR389462

Employer
Name Issue Date License Number Expiration Date Cancel Date
21ST CENTURY PREMIER INSURANCE COMPANY
 02/04/2009 PCF321 01/06/2011
AETNA HEALTH INC
 05/16/2000 HMD45749 08/30/2011
AETNA LIFE INSURANCE COMPANY
 05/16/2000 LHF621 08/30/2011
ALLIED EASTERN INDEMNITY COMPANY
 12/26/2024 PCF242683
ALLMERICA FINANCIAL ALLIANCE INSURANCE COMPANY
 05/15/2008 PCF75617 10/28/2015
ALLMERICA FINANCIAL ALLIANCE INSURANCE COMPANY
 02/12/2020 PCF75617
ALLMERICA FINANCIAL BENEFIT INSURANCE COMPANY
 05/15/2008 PCF145893
ALLSTATE FIRE AND CASUALTY INSURANCE COMPANY
 03/12/2020 PCF864
ALLSTATE INDEMNITY COMPANY
 03/12/2020 PCF522
ALLSTATE INSURANCE COMPANY
 03/12/2020 PCF354
ALLSTATE PROPERTY AND CASUALTY INSURANCE COMPANY
 03/12/2020 PCF84066
AMERICAN ECONOMY INSURANCE COMPANY
 05/21/2021 PCF363
AMERICAN MODERN PROPERTY & CASUALTY INSURANCE COMPANY
 11/07/2017 PCF234561
AMERICAN RELIABLE INSURANCE COMPANY
 03/12/2013 PCF45416 04/30/2021
ATHOME INSURANCE COMPANY
 02/21/2006 PCF503 01/06/2011
THE AUTOMOBILE INSURANCE COMPANY OF HARTFORD, CONNECTICUT
 06/02/1997 PCF659
BRISTOL WEST INSURANCE COMPANY
 05/10/2001 PCF78370
THE CHARTER OAK FIRE INSURANCE COMPANY
 06/02/1997 PCF403 07/08/2020
CITIZENS INSURANCE COMPANY OF AMERICA
 01/12/2006 PCF937
CONCORD GENERAL MUTUAL INSURANCE COMPANY
 02/06/2020 PCF416
COUNTRYWAY INSURANCE COMPANY
 02/10/2020 PCF98
DAIRYLAND INSURANCE COMPANY
 11/01/1989 PCF721 02/24/2020
DAIRYLAND INSURANCE COMPANY
 03/30/2021 PCF721
EASTERN ADVANTAGE ASSURANCE COMPANY
 12/26/2024 PCF242684
EASTERN ALLIANCE INSURANCE COMPANY
 12/26/2024 PCF242682
FARMERS CASUALTY INSURANCE COMPANY
 05/12/2025 PCF895
FARMERS DIRECT PROPERTY AND CASUALTY INSURANCE COMPANY
 05/12/2025 PCF267721
FARMERS INSURANCE EXCHANGE FARMERS GROUP INC
 06/01/2005 IIF106 03/21/2012
FARMERS PROPERTY AND CASUALTY INSURANCE COMPANY
 05/12/2025 PCF714
FIRST COLONY LIFE INSURANCE COMPANY
 08/21/1995 LHF175 11/11/2003
FOREMOST INSURANCE COMPANY GRAND RAPIDS, MICHIGAN
 07/31/2002 PCF445
FRANKENMUTH INSURANCE COMPANY
 12/11/2008 PCF83684 02/03/2020
GENERAL INSURANCE COMPANY OF AMERICA
 10/25/2023 PCF447
GREEN MOUNTAIN INSURANCE COMPANY INC
 02/06/2020 PCF73
THE HANOVER AMERICAN INSURANCE COMPANY
 02/12/2020 PCF197298
THE HANOVER INSURANCE COMPANY
 04/20/2006 PCF712
INTEGON NATIONAL INSURANCE COMPANY
 03/22/1996 PCF310 12/08/2005
INTEGON NATIONAL INSURANCE COMPANY
 10/03/2020 PCF310
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
 04/12/2007 LHF619 07/29/2008
MAIN STREET AMERICA ASSURANCE COMPANY
 03/21/1996 PCF997 02/20/2020
MAIN STREET AMERICA ASSURANCE COMPANY
 04/11/2023 PCF997
MAIN STREET AMERICA PROTECTION INSURANCE COMPANY
 05/09/2016 PCF235440 02/20/2020
MAIN STREET AMERICA PROTECTION INSURANCE COMPANY
 04/11/2023 PCF235440
MAINE EMPLOYERS MUTUAL INSURANCE COMPANY
 11/20/2006 PCD35999 11/20/2006
MAINE EMPLOYERS MUTUAL INSURANCE COMPANY
 02/19/2014 PCD35999
MASSACHUSETTS BAY INSURANCE COMPANY
 04/20/2006 PCF505
MIDVALE INDEMNITY COMPANY
 04/11/2023 PCF79410
NGM INSURANCE COMPANY
 03/21/1996 PCF86 02/20/2020
NGM INSURANCE COMPANY
 04/11/2023 PCF86
NORTH EAST INSURANCE COMPANY
 02/17/2006 PCF536 02/11/2009
NORTH YARMOUTH-CUMBERLAND MUTUAL FIRE INSURANCE COMPANY
 07/09/2008 FAD29478 10/12/2023
NORTHERN SECURITY INSURANCE COMPANY INC
 07/24/1995 PCF36 03/01/2020
OHIO CASUALTY INSURANCE COMPANY
 09/14/2020 PCF73059
OHIO SECURITY INSURANCE COMPANY
 05/01/2020 PCF200581
PATRIOT INSURANCE COMPANY
 12/17/2004 PCD208274 02/03/2020
PATRIOT LIFE INSURANCE COMPANY
 09/16/2015 LHF43811 02/03/2020
PATRONS OXFORD INSURANCE COMPANY
 02/11/2020 PCD7
THE PHOENIX INSURANCE COMPANY
 06/02/1997 PCF557
PRINCIPAL LIFE INSURANCE COMPANY
 08/09/1993 LHF406 07/10/2009
PROGRESSIVE CASUALTY INSURANCE COMPANY
 10/18/1994 PCF637 03/05/2018
PROGRESSIVE NORTHERN INSURANCE COMPANY
 07/28/1999 PCF51006
PROGRESSIVE NORTHWESTERN INSURANCE COMPANY
 10/18/1994 PCF27738
PROVIDENCE MUTUAL FIRE INSURANCE COMPANY
 06/26/2013 PCF562
SAFECO INSURANCE COMPANY OF AMERICA
 09/13/2022 PCF715
SAFECO NATIONAL INSURANCE COMPANY
 03/03/2020 PCF248658
THE STANDARD FIRE INSURANCE COMPANY
 06/02/1997 PCF584
STATE MUTUAL INSURANCE COMPANY
 02/06/2020 PCD102
TOWER INSURANCE COMPANY OF NEW YORK
 04/10/2009 PCF120355 10/07/2014
TRAVELERS CASUALTY AND SURETY COMPANY
 06/02/1997 PCF348 07/08/2020
TRAVELERS CASUALTY COMPANY OF CONNECTICUT
 06/06/2002 PCF31810 07/08/2020
TRAVELERS COMMERCIAL CASUALTY COMPANY
 02/15/2006 PCF83507 07/08/2020
THE TRAVELERS HOME AND MARINE INSURANCE COMPANY
 03/30/2007 PCF56556
THE TRAVELERS INDEMNITY COMPANY OF AMERICA
 02/15/2006 PCF585 07/08/2020
THE TRAVELERS INDEMNITY COMPANY OF CONNECTICUT
 02/15/2006 PCF435 07/08/2020
THE TRAVELERS INDEMNITY COMPANY
 06/02/1997 PCF602 07/08/2020
TRAVELERS PERSONAL INSURANCE COMPANY
 04/27/2020 PCF201268
TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA
 06/02/1997 PCF711 07/08/2020
TRAVELERS PROPERTY CASUALTY INSURANCE COMPANY
 06/06/2002 PCF31808 07/08/2020
TRUCK INSURANCE EXCHANGE TRUCK UNDERWRITERS ASSOCIATION
 06/07/2007 IIF107 10/19/2012
UNION MUTUAL FIRE INSURANCE COMPANY
 02/11/2020 PCF95
VERMONT ACCIDENT INSURANCE COMPANY INC
 02/06/2020 PCF883
VERMONT MUTUAL INSURANCE COMPANY
 07/24/1995 PCF37 03/01/2020
YORK INSURANCE COMPANY OF MAINE
 12/01/2001 PCF498 02/26/2009

Authority
Description Issue Date Termination Date Status
CASUALTY 03/14/1988 Active
HEALTH 11/21/1992 Active
LIFE 11/21/1992 Active
PROPERTY 03/14/1988 Active

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
3683098

Other Addresses
Address Type
SOUTH PARIS, ME 04281
 Office

CE Courses
Date Description Course Number Content Areas
04/08/2025 INSURANCE AND THE PROPERTY LEASE (WEBINAR) 28996
4
credits in General Education
Total:
4
03/20/2025 PROCEED W/ CAUTION CLIENT PURCHASED A CONDO (WEBINAR) 28831
4
credits in General Education
Total:
4
01/08/2025 ETHICAL INSURANCE SALES 28659
3
credits in Ethics
Total:
3

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: 05/13/2025 01:34:51 PM