A Secure Online Service from Utah.gov

Utah.gov

Insurance Company and Agent Search

Utah Insurance Department

Details for ROBERTS, DAN BOYD

Agent Details
Name
ROBERTS, DAN BOYD 
Address
THE FINANCIAL RESOURCE GROUP 175 W CANYON CREST RD STE 302 ALPINE, UT 84004-2019 
Business Phone
(801) 377-8700 
Internet
 
Email
dan@financialstrategists.com  
Status
Active 
Issue Date
Aug 31, 1984 
License Status Expires Number
Resident Producer Active Nov 30, 2022 52769
      Accident and Hlth or Sickness Active Issued: Aug 09, 2018
      Life Active Issued: May 16, 2002
      Variable Life/Variable Annuity Active Issued: Aug 09, 2018
      Accident & Health Inactive Issued: May 16, 2002
      Variable Contracts Inactive Issued: May 16, 2002
Resident Consultant Active Nov 30, 2021 643084
      Consultant Life Active Issued: Nov 17, 2017
      Consultant Variable Contracts Active Issued: Nov 17, 2017
Resident Agent/Agency Inactive Aug 31, 2002 52769
      Accident & Health Inactive Issued: Aug 31, 1984
      Life Inactive Issued: Aug 31, 1984
      Variable Contracts Inactive Issued: Jul 07, 1986
Agency Affiliations City State License Number Active Date Status
C.E.S. INSURANCE AGENCY LLC WALTHAM MA 6484 Apr 18, 2012 Active
FINANCIAL RESOURCE GROUP FINANCIAL & ESTATE STRATEGISTS, INC ALPINE UT 4630 Jan 30, 1995 Active
Company Affiliations City State Type Active Date
BRIGHTHOUSE LIFE INSURANCE COMPANY TEMPLE TERRACE FL Life Oct 10, 2014
DELAWARE LIFE INSURANCE COMPANY WALTHAM MA Life May 07, 2012
DELAWARE LIFE INSURANCE COMPANY WALTHAM MA Variable Life/Variable Annuity Aug 09, 2018
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY JERSEY CITY NJ Life Aug 11, 2009
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY JERSEY CITY NJ Variable Life/Variable Annuity Aug 09, 2018
JEFFERSON NATIONAL LIFE INSURANCE COMPANY COLUMBUS OH Life Feb 27, 2018
JEFFERSON NATIONAL LIFE INSURANCE COMPANY COLUMBUS OH Variable Life/Variable Annuity Aug 09, 2018
LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GREENSBORO NC Life Sep 21, 1998
LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GREENSBORO NC Variable Life/Variable Annuity Aug 09, 2018
NATIONWIDE LIFE INSURANCE COMPANY COLUMBUS OH Life Jun 21, 1996
NATIONWIDE LIFE INSURANCE COMPANY COLUMBUS OH Variable Life/Variable Annuity Aug 09, 2018
NEW YORK LIFE INSURANCE & ANNUITY CORP NEW YORK NY Life Apr 30, 2009
NEW YORK LIFE INSURANCE & ANNUITY CORP NEW YORK NY Variable Life/Variable Annuity Aug 09, 2018
NEW YORK LIFE INSURANCE COMPANY LA CROSSE WI Life Apr 20, 2007
PACIFIC LIFE INSURANCE COMPANY NEWPORT BEACH CA Life, Variable Life/Variable Annuity, Accident and Hlth or Sickness Jul 11, 2021
PRINCIPAL LIFE INSURANCE COMPANY DES MOINES IA Life Jan 29, 2003
PROTECTIVE LIFE INSURANCE COMPANY BIRMINGHAM AL Life, Variable Life/Variable Annuity, Accident and Hlth or Sickness Mar 08, 2020
PRUCO LIFE INSURANCE COMPANY NEWARK NJ Life Jun 03, 2005
PRUCO LIFE INSURANCE COMPANY NEWARK NJ Variable Life/Variable Annuity Aug 09, 2018
PRUDENTIAL ANNUITIES LIFE ASSURANCE CORPORATION NEWARK NJ Life Nov 29, 1996
PRUDENTIAL ANNUITIES LIFE ASSURANCE CORPORATION NEWARK NJ Variable Life/Variable Annuity Aug 09, 2018
SUN LIFE ASSURANCE COMPANY OF CANADA WELLESLEY HILLS MA Life May 07, 2013
UNUM LIFE INSURANCE COMPANY OF AMERICA PORTLAND ME Life Jul 02, 1997
UNUM LIFE INSURANCE COMPANY OF AMERICA PORTLAND ME Variable Life/Variable Annuity Aug 09, 2018
ZURICH AMERICAN LIFE INSURANCE COMPANY OVERLAND PARK KS Life Mar 18, 2021