black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

MELINDA LEE SMALL

PRODUCER RESIDENT

License Number:
PRR43737
Status:
Active
First Licensure:
10/19/1995
Cancel Date:
None
Renewal Date:
11/30/2025

Continuing Education:
Required by 11/30/2025
Hours Required:
Ethics:
3
Total Required:
24
Hours Acquired:
Ethics:
0
Total Acquired:
5

Mailing:
MINOT, ME 04258
Phone:
+1 (207) 786-9670
Fax:
+1 (207) 786-9672
Email:
msmall@pinetreeretirement.com

History
License Type Start Date End Date
PRODUCER RESIDENT 10/19/1995 11/30/2025

Agency
Name Issue Date License Number Expiration Date Cancel Date
PINETREE RETIREMENT PLANNING PA
 08/31/2000 AGR72270

Employer
Name Issue Date License Number Expiration Date Cancel Date
AETNA HEALTH INC
 03/19/2003 HMD45749 08/30/2011
AETNA HEALTH INC
 11/11/2013 HMD45749
AETNA LIFE INSURANCE COMPANY
 03/19/2003 LHF621 08/30/2011
AETNA LIFE INSURANCE COMPANY
 11/11/2013 LHF621
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
 09/26/2000 LHF846 12/16/2019
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY
 07/29/2003 LHF62908 08/10/2009
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY
 10/03/2013 LHF62908 12/19/2016
AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS
 02/10/2013 LHF645 11/20/2013
AMERICAN GENERAL LIFE INSURANCE COMPANY
 10/21/2002 LHF119 10/25/2012
AMERICAN INVESTORS LIFE INSURANCE COMPANY
 08/11/2006 LHF36933 09/30/2009
AMERICAN NETWORK INSURANCE COMPANY
 06/30/2003 LHF75 02/03/2006
AMERICAN NETWORK INSURANCE COMPANY
 05/07/2008 LHF75 03/31/2009
AMERICAN PROGRESSIVE LIFE & HEALTH INS COMPANY OF NEW YORK
 10/27/2000 LHF374 04/09/2014
AMERICAN PROGRESSIVE LIFE & HEALTH INS COMPANY OF NEW YORK
 04/23/2014 LHF374
AMERICO FINANCIAL LIFE AND ANNUITY INSURANCE COMPANY
 07/18/2003 LHF139 10/05/2005
AMERICO FINANCIAL LIFE AND ANNUITY INSURANCE COMPANY
 09/22/2008 LHF139 08/07/2019
AMERITAS LIFE INSURANCE CORP
 07/13/2015 LHF944 07/15/2019
ANTHEM HEALTH PLANS OF MAINE INC.
 01/15/2014 LHD70566
ANTHEM INSURANCE COMPANIES INC
 06/24/2021 LHF125537
ARCADIAN HEALTH PLAN INC
 05/09/2007 HMF112421 03/27/2013
ARCADIAN HEALTH PLAN INC
 04/18/2014 HMF112421 10/08/2021
ARCADIAN HEALTH PLAN INC
 10/23/2024 HMF112421
ASSURITY LIFE INSURANCE COMPANY
 01/25/2017 LHF179 10/13/2017
ATHENE ANNUITY & LIFE ASSURANCE COMPANY OF NEW YORK
 06/04/2009 LHF47099 05/20/2013
ATHENE ANNUITY AND LIFE COMPANY
 09/24/2009 LHF64369 04/21/2011
ATHENE ANNUITY AND LIFE COMPANY
 11/04/2016 LHF64369 09/15/2021
BANNER LIFE INSURANCE COMPANY
 03/18/2020 LHF50047
BOSTON MUTUAL LIFE INSURANCE COMPANY
 11/26/2003 LHF135 09/29/2005
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
 11/12/2013 LHF214634 12/01/2016
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
 07/26/2021 LHF214634 02/21/2022
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
 05/26/2025 LHF214634
CENTRAL STATES INDEMNITY CO OF OMAHA
 06/13/2016 PCF1026 12/11/2018
CIGNA HEALTH AND LIFE INSURANCE COMPANY
 10/11/2022 LHF860
CIGNA HEALTHCARE OF MAINE INC.
 02/13/2001 HMD4 04/22/2014
THE CINCINNATI LIFE INSURANCE COMPANY
 02/18/2020 LHF75044
CONNECTICUT GENERAL LIFE INSURANCE COMPANY
 02/13/2001 LHF149 05/16/2014
CONSECO HEALTH INSURANCE COMPANY
 02/21/2001 LHF954 11/24/2009
CONSECO INSURANCE COMPANY
 09/22/2000 LHF45791 12/12/2006
DEARBORN LIFE INSURANCE COMPANY
 05/04/2009 LHF919 10/18/2013
FIDELITY SECURITY LIFE INSURANCE COMPANY
 10/31/2002 LHF972 06/06/2003
FIRST HEALTH LIFE & HEALTH INSURANCE COMPANY
 02/08/2008 LHF842
FORETHOUGHT LIFE INSURANCE COMPANY
 08/13/2015 LHF1013 04/05/2017
GERBER LIFE INSURANCE COMPANY
 07/17/2013 LHF185 03/12/2015
GERBER LIFE INSURANCE COMPANY
 09/26/2016 LHF185 08/10/2019
GOLDEN RULE INSURANCE COMPANY
 06/02/2003 LHF918 06/06/2005
GUARANTEE TRUST LIFE INSURANCE COMPANY
 06/18/2004 LHF191
HUMANA BENEFIT PLAN OF ILLINOIS INC
 10/13/2014 LHF202755 01/18/2018
HUMANA INSURANCE COMPANY
 11/29/2010 LHF980 04/14/2014
HUMANA INSURANCE COMPANY
 04/18/2014 LHF980 10/08/2021
HUMANA INSURANCE COMPANY
 03/28/2022 LHF980
HUMANADENTAL INSURANCE COMPANY
 04/18/2014 LHF173873 03/02/2020
ILLINOIS MUTUAL LIFE INSURANCE COMPANY
 10/30/2008 LHF80890 08/26/2010
JACKSON NATIONAL LIFE INSURANCE COMPANY
 01/24/2001 LHF45199 12/09/2002
JACKSON NATIONAL LIFE INSURANCE COMPANY
 03/07/2003 LHF45199 08/06/2003
JACKSON NATIONAL LIFE INSURANCE COMPANY
 12/31/2014 LHF45199 12/04/2017
JOHN HANCOCK LIFE INSURANCE COMPANY
 04/25/2003 LHF264 12/06/2007
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
 10/26/2018 LHF210 05/01/2021
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
 12/30/2008 LHF619 08/22/2017
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
 12/07/2021 LHF619
LOYAL AMERICAN LIFE INSURANCE COMPANY
 06/23/2015 LHF207 07/27/2017
LOYAL AMERICAN LIFE INSURANCE COMPANY
 04/19/2018 LHF207 12/18/2018
MAINE COMMUNITY HEALTH OPTIONS
 11/01/2013 NPD214118
MAINE DENTAL SERVICE CORP
 05/01/2014 NPD29330
MEDAMERICA INSURANCE COMPANY
 03/24/2004 LHF82113 12/14/2005
MEDAMERICA INSURANCE COMPANY
 08/19/2011 LHF82113 03/21/2014
MEDCO CONTAINMENT LIFE INSURANCE COMPANY
 03/20/2025 LHF183
MUTUAL OF OMAHA INSURANCE COMPANY
 06/27/2001 LHF84 03/30/2004
MUTUAL OF OMAHA INSURANCE COMPANY
 04/13/2004 LHF84 05/22/2013
NASSAU LIFE INSURANCE COMPANY OF TEXAS
 08/20/2011 LHF151 02/13/2015
NATIONAL GUARDIAN LIFE INSURANCE COMPANY
 06/10/2016 LHF84860 07/06/2017
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY
 04/08/2016 LHF62021 09/18/2023
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY
 05/22/2025 LHF62021
NORTH AMERICAN COMPANY FOR LIFE AND HEALTH INSURANCE
 03/23/2015 LHF231
OLD LINE LIFE INSURANCE COMPANY OF AMERICA
 10/21/2002 LHF24 03/31/2003
PACIFIC LIFE INSURANCE COMPANY
 05/29/2013 LHF237 09/01/2016
PACIFICARE LIFE AND HEALTH INSURANCE COMPANY
 09/23/2006 LHF102906 04/06/2010
PENNSYLVANIA LIFE INSURANCE COMPANY
 10/25/2008 LHF243 11/26/2013
PRUCO LIFE INSURANCE COMPANY
 06/07/2016 LHF768 12/20/2017
RESERVE NATIONAL INSURANCE COMPANY
 11/18/2013 LHF218401 02/06/2015
RESERVE NATIONAL INSURANCE COMPANY
 09/07/2015 LHF218401 10/03/2016
SENIOR HEALTH INSURANCE COMPANY OF PENNSYLVANIA
 03/18/2003 LHF32655 05/14/2004
SIERRA HEALTH AND LIFE INSURANCE COMPANY INC.
 04/02/2014 LHF58195 02/21/2022
SIERRA HEALTH AND LIFE INSURANCE COMPANY INC.
 05/26/2025 LHF58195
SILAC INSURANCE COMPANY
 07/06/2011 LHF91931 11/28/2011
SILVERSCRIPT INSURANCE COMPANY
 02/03/2012 LHF132429
STANDARD INSURANCE COMPANY
 05/26/2017 LHF991 11/18/2022
SUN LIFE ASSURANCE COMPANY OF CANADA - US BRANCH
 02/27/2017 LHF271 12/22/2022
TIME INSURANCE COMPANY
 07/03/2002 LHF276 06/25/2015
TRANSAMERICA LIFE INSURANCE COMPANY
 02/02/2009 LHF726 02/12/2014
TRANSAMERICA LIFE INSURANCE COMPANY
 04/07/2016 LHF726 06/15/2018
TRANSAMERICA PREMIER LIFE INSURANCE COMPANY
 04/16/2004 LHF825 05/24/2005
UNITED AMERICAN INSURANCE COMPANY
 07/27/2017 LHF871 01/13/2022
ORDER OF UNITED COMMERCIAL TRAVELERS OF AMERICA
 12/18/2006 FRF29324 08/10/2008
UNITED OF OMAHA LIFE INSURANCE COMPANY
 05/11/2001 LHF28 03/30/2004
UNITED OF OMAHA LIFE INSURANCE COMPANY
 02/07/2012 LHF28 05/22/2013
UNITED OF OMAHA LIFE INSURANCE COMPANY
 03/09/2015 LHF28 12/22/2016
UNITED OF OMAHA LIFE INSURANCE COMPANY
 09/05/2018 LHF28 11/01/2020
UNITED OF OMAHA LIFE INSURANCE COMPANY
 09/14/2021 LHF28 08/22/2022
UNITED TEACHER ASSOCIATES INSURANCE COMPANY
 08/27/2004 LHF50724 06/17/2009
UNITEDHEALTHCARE INSURANCE COMPANY
 11/01/2005 LHF700 08/24/2006
UNITEDHEALTHCARE INSURANCE COMPANY
 02/25/2009 LHF700 04/06/2010
UNITEDHEALTHCARE INSURANCE COMPANY
 11/01/2010 LHF700 02/21/2022
UNITEDHEALTHCARE INSURANCE COMPANY
 05/26/2025 LHF700
UNITEDHEALTHCARE INSURANCE COMPANY OF AMERICA
 09/12/2016 LHF983 12/28/2021
UNITEDHEALTHCARE OF WISCONSIN, INC.
 05/26/2025 HMF376407
VENERABLE INSURANCE AND ANNUITY COMPANY
 01/01/2004 LHF841 01/02/2007
WELLCARE OF MAINE, INC.
 11/05/2020 HMD305081
WELLCARE PRESCRIPTION INSURANCE INC
 10/24/2018 LHF121869
WILCO LIFE INSURANCE COMPANY
 09/22/2000 LHF213 03/30/2004
WORLD INSURANCE COMPANY
 10/18/2002 LHF297 04/26/2004

Authority
Description Issue Date Termination Date Status
HEALTH 10/19/1995 Active
LIFE 10/19/1995 Active

Responsible For
Name License Number
PINETREE RETIREMENT PLANNING PA AGR72270

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
2227447

CE Courses
Date Description Course Number Content Areas
04/19/2025 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: 06/16/2025 09:17:14 AM