Search → SUN LIFE ASSURANCE COMPANY OF CANADA - US BRANCH
DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
SUN LIFE ASSURANCE COMPANY OF CANADA - US BRANCH
INSURANCE COMPANY
License Number:
LHF271
Status:
First Licensure:
01/04/1927
Cancel Date:
None
Renewal Date:
08/10/2026
NAIC Code:
Mailing:
ONE SUN LIFE EXECUTIVE PARK
ATTN: ALEX LUNDBERG
WELLESLEY HILLS, MA 02481
ATTN: ALEX LUNDBERG
WELLESLEY HILLS, MA 02481
Phone:
+1 (816) 556-7634
Email:
alex.lundberg@sunlife.com
| License Type | Start Date | End Date |
|---|---|---|
| INSURANCE COMPANY | 03/01/1990 | 08/10/2026 |
| Name |
|---|
| UNITED STATES BRANCH OF SUN LIFE ASSURANCE COMPANY OF CANADA |
| US BRANCH SUN LIFE ASSURANCE COMPANY OF CANADA |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| ACADIA BENEFITS INC |
06/22/2009 | AGR36487 | ||
| ADVANCED RISK ASSOCIATES LLC |
05/13/2009 | AGR44117 | ||
| FRANCIS AIOSA |
07/30/2020 | PRN333070 | ||
| ABIGAIL HANNAH ALBRIGHT |
07/04/2019 | PRN213195 | ||
| ASHLEY NORMAN ALLEN |
01/03/2024 | PRN468636 | ||
| PAUL SELLERS ALLEN |
11/04/2010 | PRR16023 | ||
| ALLIANT INSURANCE SERVICES INC |
10/20/2010 | AGN91433 | ||
| MARK THOMAS ANASTASOFF |
06/22/2009 | PRR17284 | ||
| MARK WILLIAM ANTHOINE |
02/22/2024 | PRR21234 | ||
| AON CONSULTING, INC. |
04/15/2008 | AGN63149 | ||
| BARBARA A. APPLEBY |
09/21/2016 | PRR53552 | ||
| MATTHEW K. ARBO |
10/05/2009 | PRR89185 | ||
| ATLANTIC INSURANCE & BENEFITS |
06/22/2009 | AGR47745 | ||
| WILLIAM P. AUSTIN |
08/25/2010 | PRN163398 | ||
| GREGORY M. AUTUORI |
09/27/2024 | PRN264320 | ||
| RILEY BAKER |
10/13/2025 | PRN515623 | ||
| HARLEY HOWCOTT BARNES JR |
03/03/2025 | PRN296923 | ||
| KAYLA BARRIERE |
02/01/2024 | PRN447015 | ||
| KATHY LYNN BARROWS |
10/22/2019 | PRN342129 | ||
| BRIAN WILLIAM BARRY |
09/20/2007 | PRN82131 | ||
| THOMAS J. BARRY |
07/23/2013 | PRR92321 | ||
| THE BAY AGENCY INC |
06/22/2009 | AGR115904 | ||
| KIMBERLY K. BECK |
08/26/2016 | PRN138784 | ||
| MATTHEW J. BECKER |
02/24/2021 | PRN190964 | ||
| ZACHARY BESHEER |
02/22/2024 | PRN452429 | ||
| JAY E. BLACK |
10/17/2017 | PRN294938 | ||
| JESSICA LEIGH BOLDYGA |
11/09/2021 | PRN235544 | ||
| RICHARD H. BOOK |
06/01/2016 | PRN259599 | ||
| RICKY DALE BOONE |
01/20/2017 | PRN222639 | ||
| JENNIFER ALANE BORISLOW |
01/26/2009 | PRN24353 | ||
| SCOTT DAVID BOUCHER |
05/07/2025 | PRR72547 | ||
| LEAH BOURGEOIS |
07/03/2023 | PRN414830 | ||
| CHRISTOPHER S. BRADY |
08/30/2024 | PRN93436 | ||
| JOHN WILLIAM BRADY |
11/18/2016 | PRR12453 | ||
| ELBA BRAVO |
09/20/2016 | PRN274198 | ||
| GREGORY BRAY |
08/03/2023 | PRN455257 | ||
| BROWN & BROWN INSURANCE SERVICES, INC. |
10/28/2025 | AGN36572 | ||
| STEPHEN MOTT BROWN |
08/05/2009 | PRN26268 | ||
| ADAM D. BRUCKMAN |
07/19/2016 | PRN88059 | ||
| BUSINESS BENEFITS AND INVESTMENTS INC |
06/22/2009 | AGR88553 | ||
| LEONARD C. CABANA |
08/25/2008 | PRR50426 | ||
| CAMMON COMPANY |
10/24/2008 | AGN158718 | ||
| ALYSE ROSE CAMPBELL |
02/16/2023 | PRR386834 | ||
| JULIE CAPE |
04/09/2024 | PRN266384 | ||
| KEVIN PATRICK CARBIN JR |
08/26/2011 | PRR26741 | ||
| NICHOLAS CARR |
01/05/2017 | PRN280687 | ||
| CARROLL HARPER & ASSOCIATES INC |
06/22/2009 | AGR47709 | ||
| PAUL JOHN CELLA |
12/18/2015 | PRN59860 | ||
| CENTRO BENEFITS RESEARCH LLC |
03/26/2025 | AGN349110 | ||
| CHALMERS FINANCIAL SERVICES LLC |
03/06/2019 | AGR196353 | ||
| TORI B. CHAPMAN |
01/30/2015 | PRR77162 | ||
| CHOICE INVESTMENTS |
10/08/2010 | AGR143189 | ||
| BRENT DUANE CHURCHILL |
04/16/2009 | PRR16518 | ||
| JOHN CICCHELLI |
03/13/2019 | PRN250619 | ||
| CHRISTINE CLEARY |
05/01/2025 | PRR465774 | ||
| KENNETH MARK CLEMENS |
06/15/2021 | PRN56030 | ||
| ALICIA MARIE CLINGAN |
08/23/2023 | PRN422651 | ||
| CYNTHIA L. COGSWELL |
06/22/2009 | PRR31482 | ||
| NICHOLAS COLUCCI |
12/06/2022 | PRR338959 | ||
| COMBINED SERVICES LLC |
06/22/2009 | AGN45198 | ||
| PETER F. CONNOLLY JR |
03/08/2019 | PRN272378 | ||
| NICHOLAS S. CONSOLES |
06/15/2020 | PRN31724 | ||
| PETER STEVEN COOPERSMITH |
06/22/2009 | PRR16517 | ||
| TIMOTHY L. COPE |
08/21/2014 | PRN232239 | ||
| CHAD ROBERT COTE |
06/21/2016 | PRR166758 | ||
| DANIEL DAVID COTE |
02/09/2011 | PRR22763 | ||
| SHERREE LEE CRAIG |
05/10/2011 | PRR20531 | ||
| MEGHAN E. CREIGHTON |
08/05/2025 | PRN240734 | ||
| CRONIN GERVINO & WARLICK INC |
01/07/2010 | AGN104281 | ||
| DANIEL FRANCIS CRONIN |
01/30/2015 | PRN65673 | ||
| CROSS BENEFIT SOLUTIONS |
04/16/2008 | AGR47532 | ||
| CROSS INSURANCE WAKEFIELD INC |
04/08/2022 | AGN189165 | ||
| CROSS INSURANCE, INC. - MAINE |
03/15/2019 | AGR19087 | ||
| JUDITH S. CUNNINGHAM |
01/26/2022 | PRN409055 | ||
| MATTHEW CYR |
03/25/2025 | PRR440507 | ||
| JAMES STEPHEN DAVIS III |
03/24/2022 | PRR82984 | ||
| DEAN THOMAS DEMARIO |
09/21/2009 | PRR22091 | ||
| KYLIE M. DIEHL |
01/22/2024 | PRN265995 | ||
| DIGITAL INSURANCE LLC |
09/26/2008 | AGN76969 | ||
| ELISSA M. DILEO |
09/26/2011 | PRN96484 | ||
| BRIAN DOWNEY |
10/05/2021 | PRN398002 | ||
| DAWN DAY DROWN |
10/13/2025 | PRR27120 | ||
| KEVIN JOSEPH DUNN |
12/05/2022 | PRN271351 | ||
| ABRAM WILBUR DURYEE III |
07/20/2016 | PRR112895 | ||
| CALVIN DREW DYKE |
04/02/2024 | PRR314170 | ||
| E&S INSURANCE SERVICES LLC |
06/22/2009 | AGN68721 | ||
| EHEALTHINSURANCE SERVICES INC |
10/29/2008 | AGN68778 | ||
| JULIE GRACE ELWELL |
02/10/2016 | PRR44213 | ||
| EMERSON ROGERS LLC |
04/06/2018 | AGN127107 | ||
| EMPLOYEE BENEFITS DESIGN INC |
04/16/2009 | AGR104732 | ||
| F A PEABODY COMPANY |
08/04/2025 | AGR3350 | ||
| ROBERT HATHAWAY FARNHAM |
10/15/2019 | PRR51753 | ||
| PETER JOHN FENDLER |
01/10/2008 | PRR19663 | ||
| MARCIA MCLAUGHLIN FERGUSON |
01/29/2014 | PRR91535 | ||
| GEOFFREY STAPLES FERMAN |
06/22/2009 | PRN157388 | ||
| FIDELITY INSURANCE AGENCY INC |
04/02/2019 | AGN16735 | ||
| FIRST BENEFITS INC |
06/22/2009 | AGN38701 | ||
| FORD INSURANCE AGENCY INC |
06/22/2009 | AGR1443 | ||
| BENANTONIO S. FORGIONE |
07/18/2023 | PRN233292 | ||
| KARA FORTIER |
03/31/2025 | PRR463355 | ||
| JOHN C. FOXX |
10/17/2019 | PRN332093 | ||
| FRED C CHURCH INC |
09/10/2009 | AGN50941 | ||
| ROGER N. GAGNE |
06/22/2009 | PRR6152 | ||
| ARNOLD G. GAHAGAN III |
03/08/2019 | PRR37664 | ||
| GALLAGHER BENEFIT SERVICES INC |
08/30/2024 | AGN79141 | ||
| GENWORTH FINANCIAL AGENCY INC |
06/22/2009 | AGN20459 | ||
| MICHAEL HADLEY GILES |
01/26/2016 | PRR10555 | ||
| KYLE GILMAN |
10/13/2025 | PRR284541 | ||
| CYNTHIA GIORDANO |
03/04/2022 | PRN411908 | ||
| RACHEL GIROUARD |
03/11/2019 | PRR95350 | ||
| DAVID GLADE |
06/08/2023 | PRN431160 | ||
| GOSLINE MURCHIE AGENCY |
06/22/2009 | AGR1778 | ||
| JOSEPH MARK GRAY |
05/09/2019 | PRN61122 | ||
| CAREY S. GRUENBAUM |
08/18/2020 | PRN350177 | ||
| ARTHUR T. GRUTT |
03/06/2019 | PRN313818 | ||
| DANIEL RICHARD GUERETTE |
11/21/2015 | PRR7350 | ||
| TERRY L. GUNZINGER |
11/01/2023 | PRR12178 | ||
| YEHUDAH L. GUTMAN |
07/02/2021 | PRN384796 | ||
| JON GUYETTE |
08/26/2024 | PRN191837 | ||
| DAVID GEORGE HAMILTON |
05/07/2013 | PRR15400 | ||
| PATRICK J. HARADEN |
07/12/2024 | PRN64896 | ||
| THOMAS HARNAN |
11/24/2021 | PRN322045 | ||
| NOLAN HAVERN |
07/22/2022 | PRN423776 | ||
| JAMES CHARLES HAYS |
10/25/2010 | PRN155364 | ||
| HEALEY & ASSOCIATES INC |
08/21/2025 | AGR16403 | ||
| HEALTH PLAN BENEFITS LLC |
06/22/2009 | AGR103694 | ||
| ELIZABETH A. HENKEL |
06/07/2010 | PRN130705 | ||
| HERITAGE INSURANCE & INVESTMENT SERVICES LLC |
06/22/2009 | AGR80347 | ||
| JASON ROMAN HERNANDEZ |
12/15/2022 | PRN435085 | ||
| IRVING RANDALL HIRST JR |
06/21/2009 | PRR23619 | ||
| ELIZABETH MILLETTE HOLMAN |
07/26/2022 | PRN123142 | ||
| HUB INTERNATIONAL NEW ENGLAND LLC |
03/13/2019 | AGN38279 | ||
| WILLIAM N. HUSIC JR |
10/02/2019 | PRN107330 | ||
| STACEY L. HYLAND |
03/25/2025 | PRN90814 | ||
| INSURANCE MADE EASY INC |
06/22/2009 | AGR60864 | ||
| INSUREHEALTH LLC |
06/22/2009 | AGR145517 | ||
| INTEGRATED INSURANCE SOLUTIONS LLC |
03/04/2011 | AGN152889 | ||
| KARA LYNN IVERSON |
03/02/2022 | PRN411766 | ||
| THE JAMES B OSWALD COMPANY |
10/24/2022 | AGN37114 | ||
| JAMES R. NELLIGAN & ASSOCIATES, LLC |
10/07/2025 | AGN408067 | ||
| JENNIFER A BORISLOW INSURANCE AGENCY INC |
06/22/2009 | AGN47642 | ||
| ERIC BENJAMIN KASEN |
11/10/2022 | PRN138645 | ||
| DELANEY KEITHLEY |
09/30/2025 | PRR497120 | ||
| GAIL MARIE KELLY |
03/23/2018 | PRN212746 | ||
| KEVIN JOHN KENNEDY |
08/10/2022 | PRR285058 | ||
| ROBERT DAVID KENNEDY |
09/15/2010 | PRR23778 | ||
| ADRIANA ANNEDORE KILLAM |
10/13/2025 | PRR374404 | ||
| KRISTEN GRAFFAM KING |
11/03/2017 | PRR38957 | ||
| ANDREW JOHN KIRTLEY |
09/30/2016 | PRN168242 | ||
| THE KYES AGENCY INC |
06/22/2009 | AGR2428 | ||
| DEBRA LAGE |
09/23/2011 | PRN193734 | ||
| STEPHEN RAY LEAVITT |
05/02/2015 | PRR8843 | ||
| BEVERLY A. LEE |
11/09/2016 | PRN215867 | ||
| MARK RICHARD LEFEBVRE |
06/16/2006 | PRN128119 | ||
| LMR INSURANCE |
06/22/2009 | AGR69793 | ||
| LOCKTON COMPANIES LLC |
05/08/2012 | AGN123337 | ||
| KIMBERLY ANN LONTINE-KEARSON |
08/05/2022 | PRR56047 | ||
| MAX LEIGH LYNDS |
08/26/2024 | PRR24016 | ||
| TAMMI LYNN LYONS |
03/12/2016 | PRR106023 | ||
| MACOMBER FARR & WHITTEN |
06/22/2009 | AGR2812 | ||
| KATE S. MALLOY |
05/24/2011 | PRR141461 | ||
| GABRIEL JAMES MARCHESE |
07/27/2021 | PRR329473 | ||
| LISA MARGIOTTI |
03/07/2022 | PRN412203 | ||
| MARSH & MCLENNAN AGENCY LLC |
10/18/2022 | AGN171044 | ||
| CRAIG THOMAS MARSH |
04/22/2014 | PRN231962 | ||
| DANIEL J. MC CAFFREY |
08/08/2025 | PRN162408 | ||
| LORI ANNE FANEUF MCCASSIE |
09/07/2022 | PRN245526 | ||
| JENNIFER RENE MCCURRY |
06/13/2019 | PRR72213 | ||
| SAM M. MCDONOUGH |
09/09/2016 | PRN252655 | ||
| SCOTT NORWOOD MCKEE |
03/03/2016 | PRR84776 | ||
| AARON P. MCMORROW |
12/01/2017 | PRR88007 | ||
| MERCER HEALTH & BENEFITS LLC |
09/02/2009 | AGN113379 | ||
| MERRILL LYNCH LIFE AGENCY INC |
06/30/2003 | AGN47860 | ||
| MICHELLE LEE MINOR |
11/09/2016 | PRN244315 | ||
| SAMANTHA M. MOORE |
10/23/2025 | PRN165822 | ||
| GARY STEVEN NELSON |
09/05/2015 | PRN37359 | ||
| MICHAEL JEFFREY NEWSOM |
02/10/2012 | PRR110531 | ||
| NFP CORPORATE SERVICES (NY) LLC |
09/23/2010 | AGN126219 | ||
| KARLA NICKELL |
09/23/2011 | PRN193768 | ||
| KELLY NOLAN |
10/21/2025 | PRN522612 | ||
| NORTHERN BENEFITS OF MAINE LLC |
06/22/2009 | AGR118447 | ||
| SEAN NORTHUP |
07/16/2024 | PRN486667 | ||
| NICOLE OUELLETTE |
08/05/2021 | PRR333900 | ||
| KEVIN THOMAS OVERBEY |
10/20/2010 | PRN56921 | ||
| SCOTT MILLARD PALMER |
01/10/2018 | PRR14358 | ||
| PAQUIN & CARROLL LLC |
02/04/2015 | AGR245816 | ||
| MICHAEL BRUCE PASKOWSKI |
05/07/2016 | PRN37992 | ||
| MICHELLE E. PAULES |
11/01/2012 | PRR26452 | ||
| PAYCHEX INSURANCE AGENCY INC |
05/28/2008 | AGN56888 | ||
| KRISTY L. PENDEXTER |
01/17/2025 | PRR91304 | ||
| LAWRENCE J. PERRY |
12/13/2013 | PRR7100 | ||
| MARK ASHMAN PERRY |
06/21/2009 | PRR27682 | ||
| EDWARD C. PIERCE |
06/11/2020 | PRR319948 | ||
| PLANSOURCE BENEFITS ADMINISTRATION INC |
10/30/2014 | AGN159383 | ||
| BENJAMIN THOMAS POLCARO |
05/22/2025 | PRN304850 | ||
| TAYLOR MARIE POTTLE |
01/18/2024 | PRR355107 | ||
| BRIAN FARLEY POWER |
02/23/2022 | PRR262782 | ||
| DONNA MARIA POWER |
09/25/2009 | PRR24488 | ||
| PROFESSIONAL GROUP PLANS INC |
09/17/2025 | AGN119123 | ||
| SEAN J. RABINOWITZ |
07/31/2025 | PRN263151 | ||
| NICHOLE D. RAFTOPOULOS |
09/28/2020 | PRN149947 | ||
| RYAN RIGBY |
10/11/2023 | PRN334392 | ||
| JACOB RINERE |
10/21/2025 | PRN498308 | ||
| LAURA ROBERT-FRAGASSO |
03/14/2019 | PRN325368 | ||
| DAVID RODA |
07/23/2025 | PRN165551 | ||
| PAMELA J. ROGERS |
09/19/2017 | PRR16787 | ||
| RSC INSURANCE BROKERAGE INC |
01/30/2009 | AGN107012 | ||
| GREGORY SANFACON |
10/01/2016 | PRN231869 | ||
| THOMAS J. SCHAFFLER |
07/20/2011 | PRN122527 | ||
| MATTHEW F. SHADRICK |
08/10/2022 | PRN383057 | ||
| THOMAS SHEA |
11/09/2023 | PRN347453 | ||
| SHIELDS BROKERAGE LLC |
06/22/2009 | AGN35604 | ||
| CHRISTOPHER ARTHUR SHIELDS |
07/19/2012 | PRN110975 | ||
| NICOLE DAWN SHIELDS |
05/20/2024 | PRN484691 | ||
| POLLY COOPER SHIELDS |
12/29/2016 | PRR181197 | ||
| JOSHUA ALAN SIMERMAN |
08/25/2025 | PRN429830 | ||
| JAMES MICHAEL SINTON |
06/21/2009 | PRR35411 | ||
| KEITH E. SMITH |
09/12/2025 | PRR38158 | ||
| SCOTT RAYMOND SMITH |
02/13/2013 | PRR37667 | ||
| SHERI MARIE SNOW |
11/18/2020 | PRR361448 | ||
| GEORGE M. SPINO |
05/09/2011 | PRR18742 | ||
| STEALTH PARTNER GROUP LLC |
03/04/2025 | AGN297161 | ||
| BRIAN STUMM |
10/09/2025 | PRN511505 | ||
| ADAM G. STURTEVANT |
09/04/2025 | PRR43481 | ||
| GEORGE F. SULLIVAN JR |
01/05/2016 | PRN130402 | ||
| RYAN SWEENEY |
02/10/2025 | PRN238470 | ||
| KACEE P. SWEET |
06/18/2024 | PRN205159 | ||
| MATTHEW S. TASSEY |
02/09/2009 | PRR6947 | ||
| JOSEPH TYLER THIMS |
05/16/2012 | PRR105983 | ||
| JENNIFER GAIL THOMAS |
09/17/2021 | PRN162384 | ||
| THOMPSON FINANCIAL GROUP LLC |
06/22/2009 | AGR135608 | ||
| GLENN H. TULLOCH |
11/06/2018 | PRR52261 | ||
| ROBERT MICHAEL TYLER |
02/16/2022 | PRN283492 | ||
| UIG INC |
09/19/2025 | AGR123009 | ||
| HEATH C. URICK |
06/13/2015 | PRN247653 | ||
| URL INC |
08/16/2021 | AGN221252 | ||
| USI INS SERVICES LLC |
12/07/2016 | AGN147905 | ||
| VARNEY AGENCY INC |
06/22/2009 | AGR12271 | ||
| PATRICIA Y. VOLD |
06/11/2025 | PRN385906 | ||
| BRENDAN WAIGHT |
04/25/2019 | PRN329584 | ||
| SCOTT A. WALKER |
05/14/2020 | PRR286686 | ||
| DEREK WARNER |
03/13/2014 | PRN229489 | ||
| GARY F. WELTMANN |
10/31/2012 | PRN200844 | ||
| PATRICIA SARABIA WENZEL |
07/15/2008 | PRN143408 | ||
| SAMUEL RICHARD WHEELER |
08/03/2022 | PRR218085 | ||
| JESSIKA WILLIAMS |
11/25/2024 | PRR175322 | ||
| MICHAEL WURSTNER |
08/29/2024 | PRN474182 | ||
| DANIEL B. WYMAN |
05/15/2012 | PRR93520 | ||
| JAMIE ZELEWICZ |
10/06/2025 | PRN424001 | ||
| KIMBERLY ZIELINSKI |
01/10/2017 | PRN244538 | ||
| TRACEY G. ZINCK |
11/22/2022 | PRR135525 |
| Description | Issue Date | Termination Date | Status |
|---|---|---|---|
| LIFE | 03/01/1996 | Active | |
| HEALTH | 03/01/1996 | Active | |
| HEALTH | 01/01/1901 | 07/01/1995 | Terminated |
| LIFE AND HEALTH | 01/01/1901 | 03/01/1996 | Terminated |
| LIFE | 01/01/1901 | 07/01/1995 | Terminated |
| Type | Contact |
|---|---|
| SERVICE OF PROCESS | CT CORPORATION SYSTEM 3 CHASE AVE AUGUSTA, ME 04330-4525 Phone: +1 (855) 316-8944 Email: info@ctadvantage.com |
| PRODUCER LICENSING CONTACT | JENNIFER OWN JENNIFER OWEN ONE SUN LIFE EXECUTIVE PARK SC5500 WELLESLEY HILLS, MA 02481 Phone: +1 (860) 737-2918 x4720 Email: ebg_licensing@sunlife.com |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN)
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: 10/31/2025 06:39:51 AM
