black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

EQUITRUST LIFE INSURANCE COMPANY

INSURANCE COMPANY

License Number:
LHF99289
Status:
First Licensure:
10/21/2003
Cancel Date:
None
Renewal Date:
08/10/2025
NAIC Code:
62510

Street Location:
7100 WESTOWN PKWY STE 200
WEST DES MOINES, IA 50266-2521
Mailing:
ANDREW J SWANSON
PO BOX 14500
DES MOINES, IA 50306-3500
Phone:
+1 (515) 226-5210
Fax:
+1 (312) 702-3402
Email:
agent.administration@equitrust.com

History

License Type Start Date End Date
INSURANCE COMPANY 10/21/2003 08/10/2025

Employee

Name Issue Date License Number Expiration Date Cancel Date
A.M.G. INSURANCE AND FINANCIAL COMPANY INC
03/20/2025 AGN458857
ADVISOR INTERNET MARKETING LLC
04/30/2024 AGN402777
ADVISORS EXCEL LLC
10/28/2014 AGN187564
AEGIS FINANCIAL LLC
10/28/2022 AGN112657
AFG II LLC
05/04/2023 AGN439633
AIP MARKETING ALLIANCE LLC
06/29/2011 AGN90711
ALLIED ELITE FINANCIAL, LLC
08/30/2017 AGN229440
AMERICAN BROKERAGE SERVICES INC
06/29/2011 AGN56366
MICHAEL ANDERSEN
12/31/2018 PRN323542
ANNUITIES EXCHANGE FINANCIAL PRODUCTS CORP
07/04/2024 AGN58825
ANNUITY EAST LLC
03/19/2024 AGN129975
THE ANNUITY MAN
07/11/2024 AGN349632
ANNUITY SHOPPE LLC
08/04/2008 AGN154642
ANNUITYADVANTAGE, LLC
02/29/2024 AGN360835
JAC MICHAEL ARBOUR
10/24/2012 PRR136964
ROBERT P. ARIES
08/29/2022 PRN266811
ASH BROKERAGE LLC
06/01/2011 AGN56161
ASSET MARKETING SYSTEMS INSURANCE SERVICES LLC
07/07/2011 AGN111824
ASSURANCE GROUP LLC
01/30/2024 AGN115368
JEREMY P. BARNARD
03/29/2023 PRR242947
ALLAN ARTHUR BECK
09/30/2024 PRR23279
BERSON SOKOL AGENCY INC
06/29/2011 AGN61338
ETHAN C. BETTS
09/05/2024 PRN108580
DONALD FRANCIS BOLAND
10/16/2024 PRN483392
BROKERS INTERNATIONAL LLC
06/29/2011 AGN57682
SCOTT REED BRUCE
09/24/2019 PRR16120
STEVEN L. BUSQUE
09/23/2024 PRN496276
GERALD JOSEPH BUTTS
08/09/2024 PRR27752
ALANA ELAINE CAHILL
04/28/2023 PRN442205
SCOTT P. CARTER
10/09/2009 PRR17778
KENNETH STEVEN CLARK
01/20/2024 PRN473999
JAMES LAURENCE CLIFFORD
10/31/2024 PRR18683
COASTAL INSURANCE CONSULTING, LLC
10/25/2024 AGN364680
COMBINED BENEFITS UNITED, INC.
03/09/2012 AGR149829
CONSOLIDATED LIFE PRODUCERS LLC
10/03/2013 AGN75926
CORE INCOME ADVISORS LLC
08/01/2024 AGN263062
CORNERSTONE FINANCIAL SERVICES, LLC
09/30/2024 AGR200789
CPS INSURANCE SERVICES
01/17/2008 AGN44456
CREATIVE ONE MARKETING, LLC
01/06/2014 AGN42258
CHARLES DENNIS CROCKETT
05/19/2022 PRR210200
GREGORY JAMES CRUPI
04/06/2018 PRR177822
NICHOLAS DELLAQUILA
10/14/2024 PRN116279
CRAIG MATTHEW DICKSON
03/29/2024 PRR90992
JOHN MANSON DOUGLASS
06/15/2024 PRN41323
PATRICK O. DRISCOLL
03/14/2024 PRN246086
RICHARD A. DRYER
05/01/2024 PRN38926
PHILIP N. DUBOIS
09/30/2024 PRN26586
MARTIN EDWARD DUGGAN
10/24/2024 PRR24727
WILLIAM R. DUGGAN JR
07/26/2024 PRN489277
ECA MARKETING INC
06/29/2011 AGN56881
FAIRLANE FINANCIAL CORP
04/24/2009 AGN34758
SETH FENN
05/19/2020 PRR222054
FINANCIAL INDEPENDENCE GROUP LLC
06/29/2011 AGN52364
MICHAEL M. FITZGERALD
02/17/2023 PRN443351
JORDAN SCOTT FLETCHER
01/17/2019 PRN232150
JOHN D. FONTANA JR
10/08/2009 PRR41489
FORWARD STRATEGIES INSURANCE BROKERAGE
06/29/2011 AGN108583
KELLY FOSS-ROOT
11/01/2016 PRR126233
RONALD R. FREDETTE
09/14/2023 PRN26514
DANIEL JOSEPH GIGUERE
04/08/2016 PRR36148
GABRIEL J. GIGUERE JR
10/09/2009 PRR32146
LANCE GILMAN
02/01/2024 PRR236870
GRADIENT INSURANCE BROKERAGE LLC
07/07/2011 AGN130014
STAN GARRISON HAITHCOCK
07/11/2024 PRN129024
DEREK P. HAPPY
06/21/2023 PRN267818
PATRICK BRYAN HEALEY
02/12/2024 PRN333887
RICHARD R. HELLERICH
06/29/2011 PRN189647
JOHN MARK HENNINGES
01/17/2008 PRR59163
GERARD IACANGELO
09/27/2024 PRN493934
MARINO JAMES IADEROSA
09/05/2023 PRN449568
ROBERT P. IADEROSA
03/02/2023 PRN42517
INSURANCE AGENCY MARKETING SERVICES INC
03/13/2024 AGN40374
JAMES JACKSON IV
06/25/2012 PRR10818
MOON SUN KIM
06/26/2024 PRN487371
VERONIKA KRECKOVA
11/18/2024 PRN501623
DANIEL WILLIAM KUCERA
01/24/2024 PRN332881
ROBERT R. KURTZ
03/07/2024 PRR40649
MICHAEL A. LICCIARDI
04/11/2024 PRN19835
LIFESTYLE RETIREMENT SOLUTIONS LLC
10/31/2024 AGR192321
MACRO WEALTH MANAGEMENT, INC.
10/25/2024 AGN344856
MAGELLAN FINANCIAL & INSURANCE SERVICES, LLC
02/29/2024 AGN109651
MAINE RETIREMENT ANNUITIES INC
08/07/2012 AGR203667
EDWARD MATHEWS
06/19/2024 PRN251594
MART G. MC CLELLAN
09/07/2024 PRN221091
MICHAEL JOSEPH MCADAM
09/26/2024 PRN298918
DAVID A. MELLING
01/29/2022 PRN343348
MERIT INSURANCE SERVICES, LLC
06/14/2024 AGN54378
ELI BLESSING MITCHAM
04/09/2024 PRN480499
MONEY CONCEPTS INTERNATIONAL INC
05/07/2024 AGN138561
SHAUN ROY MURPHY
10/10/2018 PRN277567
COLIN A. MURRAY
07/26/2024 PRN488757
FREDRICK JAY NADEAU JR
12/16/2024 PRR186503
NESSO WEALTH, LLC
08/01/2024 AGN488856
KEVIN D. NICHOLS
01/11/2025 PRN440796
NATHAN S. NICHOLS
01/31/2024 PRR255368
JARON SCOTT NUNEZ
05/23/2023 PRN452015
KENNETH ERIC NUSS
01/24/2024 PRN93241
JULES SAXON O KEEFE
09/18/2024 PRN494203
JUSTIN B. O KEEFE
09/18/2024 PRN494488
MILES JOSEPH O KEEFE
04/21/2025 PRN489472
MICHAEL JOSEPH O'CONNOR JR
04/26/2025 PRN141851
OHLSON GROUP INC
06/29/2011 AGN136516
ONE RESOURCE GROUP LLC
12/13/2023 AGN92719
OPTIMIZED INSURANCE PLANNING LLC
05/07/2024 AGN467277
ANTHONY ALAN PALANZA
03/18/2024 PRR68278
LAURA PALUMBO
05/31/2024 PRN485068
NICHOLAS PALUMBO
05/31/2024 PRN485070
PARTNERS ADVANTAGE INSURANCE SERVICES LLC
04/02/2008 AGN100531
DAVID THOMAS PHILLIPS
08/15/2024 PRN18261
JOHN ANDREW POLYCHRONIS
04/23/2024 PRN10651
CHRISTOPHER W. PORTER
04/12/2023 PRN283730
PREMIER LIFE & ANNUITIES LLC
08/09/2022 AGN261429
THE PRODUCERS CHOICE LLC
07/08/2016 AGN226322
PROSPERITY ADVANTAGE MARKETING LLC
03/25/2010 AGN175564
MARK RANGER
09/10/2012 PRR206738
RETIREMENT DESIGNERS INC
03/19/2024 AGN237076
CHAD M. REYNOLDS
01/16/2025 PRN155633
AMANDA ELIZABETH RIGGS
09/13/2024 PRR417855
NATALYA V. ROBBINS
09/30/2013 PRR78405
CHRISTINE M. RYERSON
02/14/2024 PRN93999
SAFE HARBOR FINANCIAL INC
06/29/2011 AGN31646
NICHOLAS R. SANGERMANO
10/04/2021 PRN143681
JOSEPH SANTANIELLO
09/24/2015 PRN33195
DIANE MARIE SARAO
01/18/2024 PRR389522
LORETTA G. SCARPETTI-SCROGGINS
04/08/2020 PRN65413
JESSE ROBERT SCHAEFER
08/15/2013 PRN217837
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
04/06/2023 AGR309034
NANCY L. SCHULTZ
03/30/2023 PRR81730
SENIOR PLANNING CENTER, LLC
02/27/2025 AGR254246
SIGNAL ADVISORS INSURANCE LLC
02/22/2024 AGN329048
SIMPLICITY FINANCIAL MARKETING INC
03/15/2012 AGN48782
JAMES STEPHEN SIMPSON
03/19/2025 PRN66952
MICHAEL G. SKAFF
09/02/2021 PRN169038
SOUTHWEST ANNUITIES MARKETING LLC
03/15/2018 AGN212932
DANIEL W. STEFFES
07/25/2024 PRN486907
JONATHAN DAVID STEWART
05/08/2024 PRR27354
BRIAN RICHARD STONE
10/09/2009 PRR19032
MICHAEL G. STRAFFORD
07/27/2023 PRN169272
TIMOTHY J. STREID
09/07/2024 PRN221088
PETER B. SUYAMA
02/13/2024 PRN132855
TARKENTON FINANCIAL LLC
06/29/2011 AGN138821
THRIVE FINANCIAL LLC
04/20/2020 AGR351547
TRUCHOICE FINANCIAL GROUP, LLC
10/06/2023 AGN306153
TUCKER ADVISORY GROUP, INC.
04/23/2024 AGN126137
GREGG LAWRENCE TURKIN
08/21/2023 PRN334093
EDWARD P. WARNER
04/20/2024 PRN163041
STEVE L. WEBER
02/25/2017 PRN160214
TROY R. WESTENDORF
10/14/2023 PRN467028
WESTERN MARKETING ASSOC LLC
06/29/2011 AGN187899
MILES WHITLOCK
09/30/2024 PRR214614
MELODY DAWN WILDER
03/28/2025 PRN360853
JAKE WILLIAM YETTERBERG
08/17/2023 PRN441535
ROBERT C. YORKS
05/05/2008 PRR4692
BRODERICK C. ZISKO
09/26/2024 PRN444497

Authority

Description Issue Date Termination Date Status
LIFE 10/21/2003 Active
HEALTH 09/07/2022 Active
VARIABLE LIFE 10/21/2003 Active
VARIABLE ANNUITY 10/21/2003 Active

Contacts

Type Contact
PRODUCER LICENSING CONTACT SHANNON BRADFORD
SHANNON BRADFORD
7100 WESTOWN PKWY STE 200
WEST DES MOINES, IA 50266-2521
Phone: +1 (515) 226-5210
Email: shannon.bradford@equitrust.com
SERVICE OF PROCESS CORPORATION SERVICE COMPANY
45 MEMORIAL CIR
AUGUSTA, ME 04330-6400
Phone: +1 (800) 927-9800
Fax: +1 (302) 636-5454
Email: sop@cscglobal.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: 05/14/2025 11:50:27 AM