Search → SUSAN J. ROMAN
DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
SUSAN J. ROMAN
PRODUCER NON-RESIDENT
License Number:
PRN337689
Status:
First Licensure:
09/05/2019
Cancel Date:
None
Mailing:
MASHPEE, MA 02649
Phone:
+1 (774) 602-5196
Fax:
+1 (774) 602-5197
Email:
susan@romanretirementplanning.com
| License Type | Start Date | End Date |
|---|---|---|
| PRODUCER NON-RESIDENT | 09/05/2019 |
Agency
None.
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA |
09/06/2019 | LHF846 | ||
| UNITED OF OMAHA LIFE INSURANCE COMPANY |
09/06/2022 | LHF28 | 07/24/2023 |
| Description | Issue Date | Termination Date | Status |
|---|---|---|---|
| LIFE | 09/05/2019 | Active |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN):
17621146
| Address | Type |
|---|---|
| MASHPEE, MA 02649 |
Office |
| Date | Description | Course Number | Content Areas |
|---|---|---|---|
| 07/12/2022 | RECOMMENDING ANNUITIES UNDER THE NEW NAIC BEST INTEREST STANDARD - 1 HOUR UPDATE COURSE | 27537 |
1
credits in Annuities - Best Interest
Total:
1
|
| 07/11/2022 | RECOMMENDING ANNUITES UNDER THE NAIC BEST INTEREST STANDARD | 27536 |
5
credits in Annuities - Best Interest
Total:
5
|
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 08:11:46 AM
