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Registered Viatical Settlement Life Agents

Registration and requirements for a life insurance agent to operate as a viatical settlement broker under the exception to the viatical settlement broker licensing set forth in division (C)(2) of section 3916.02 of the Revised Code and is defined in Ohio Administrative Rule 3901-9-02.  A registered life insurance agent is only permitted to provide viatical settlement broker services when such activity is incidental to the insurance agent's business activities as defined in Ohio Administrative Rule 3901-9-02.  Registered life insurance agents shall use only forms that have been previously filed by licensed viatical settlement brokers or viatical settlement providers and approved by the superintendent for use in this state.

Any individual life insurance agent who intends to operate in this state as a viatical settlement broker and meets the requirements of division (C)(2) of section 3916.02 of the Revised Code shall register annually with the superintendent of insurance as a registered life insurance agent on a form designated for that purpose by the superintendent.

Registered life insurance agent registrations expire on March thirty-first of each succeeding year unless the agent submits a new registration form to the superintendent prior to the expiration date each year. 

Registered life insurance agents are exempt from the continuing education requirements set forth in section 3916.03 of the Revised Code.

The superintendent shall cancel a licensed insurance agent's registered life insurance agent registration upon the occurrence of the following events:

(a) The registered life insurance agent is granted a viatical settlement broker license in this state; or

(b) The registered life insurance agent no longer meets the requirements of division (C)(2) of section 3916.02 of the Revised Code.

All individual life insurance agents acting as viatical settlement brokers under the exemption set forth in division (C)(2) of section 3916.02 of the Revised Code are subject to the provisions of Chapter 3916. of the Revised Code and the rules promulgated thereunder.

  

Active Registered Viatical Settlement Life Agents

 

Registered VS Life Agent

NPN

Registration Date Expiration Date

 

Pamela W Bancsi           

Jeffrey C Barefoot

Linda A Cahill

Richard E Connolly

Tom S Goodman

Charles Angus McKay

Elizabeth Brower-O'Beirne

Michael D Pepe

Kenneth L Rogat

Bradley S Schlang

Thomas H Stauchon

William M Stubbs

Paul W Ward Jr

Steven Maclaren Watson

Herbert P Wolman

Dennis M Zaverl

 

 

1869292

513432

1870412

517859

376104

442376

6083631

3237018

512967

2444025

1029977

519303

518104

2854133

64628

44548

 

January 29, 2014

September 20, 2012

November 8, 2011

March 7, 2012

February 21, 2014

February 10, 2014

April 1, 2014

July 16, 2013

March 27, 2013

March 4, 2013

January 30, 2014

March 11, 2014

August 16, 2011

February 13, 2013

March 19, 2013

May 17, 2011 

 

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

March 31, 2015

 

 

 


The State of Ohio is an Equal Opportunity Employer

Ohio Department of Insurance
50 W. Town Street, Third Floor - Suite 300
Columbus, Ohio  43215
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John Kasich, Governor | Mary Taylor, Lt. Governor / Director
General Info: 614-644-2658 | Consumer Hotline: 800-686-1526
Fraud Hotline: 800-686-1527 | OSHIIP Hotline: 800-686-1578