Agency License Details

  

The license status information shown below represents information taken from the California Department of Insurance (CDI) licensing database at the time of your inquiry. This information may not always be current. For example, items sent to the CDI may be pending review or simply may not have yet been entered into our licensing database. For instance, continuing education hours quoted may not reflect courses taken in the last 45 days. This database will reflect concluded disciplinary actions against licensees. Complaints and ongoing investigations are confidential and, therefore, not available.

Section 12938 (a) of the California Insurance Code, in part, requires the CDI to make all fully executed stipulations, orders, decisions, and settlements available to the public on its Web site. You can search for key documents regarding any enforcement action the department has filed against this licensee on the Enforcement Action Documents Search Page. Please note Enforcement Action Documents (i.e. legal pleadings and orders generated during the enforcement action) are available on this Web site only for enforcement actions taken on or after July 1, 2001. If an enforcement action was taken prior to July 1, 2001, this Web site will only provide a summary description of the enforcement action. Documents relating to actions taken prior to July 1, 2001 may be obtained by submitting a written request to the CDI.

Glossary Terms


Name: INHERITANCE MANAGEMENT, INC.License#: 0797014
DBA: INHERITANCE INSURANCE SERVICES
License type: Life-OnlyStatus: ActiveStatus Date: 09/11/1990Exp Date: 09/30/2014
License type: Accident and HealthStatus: ActiveStatus Date: 09/11/1990Exp Date: 09/30/2014
Business Address: 512 N COURT ST VISALIA, CA 93291

Company Appointments
This licensee is authorized to transact on behalf of the following insurers:
GREAT AMERICAN LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 11/02/2009
GUGGENHEIM LIFE AND ANNUITY COMPANYFor: Life-OnlyEffective: 03/13/2013
ING USA ANNUITY AND LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 01/01/2004
INTEGRITY LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 12/13/2007
INTEGRITY LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 12/13/2007
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)For: Accident and HealthEffective: 06/04/2010
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)For: Life-OnlyEffective: 06/04/2010
TRANSAMERICA LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 05/14/2012
LINCOLN BENEFIT LIFE COMPANYFor: Life-OnlyEffective: 10/22/2004
LINCOLN HERITAGE LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 11/30/1999
LINCOLN HERITAGE LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 11/30/1999
LONDON PACIFIC LIFE & ANNUITY COMPANYFor: Accident and HealthEffective: 06/09/1992
LONDON PACIFIC LIFE & ANNUITY COMPANYFor: Life-OnlyEffective: 06/09/1992
LOYAL AMERICAN LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 11/14/2003
LOYAL AMERICAN LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 11/14/2003
MTL INSURANCE COMPANYFor: Life-OnlyEffective: 07/29/2013
PHL VARIABLE INSURANCE COMPANYFor: Life-OnlyEffective: 08/29/2013
PRINCIPAL LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/16/2003
PRINCIPAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/16/2003
PROTECTIVE LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 08/18/2005
PROTECTIVE LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 08/18/2005
PRUCO LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/24/2002
PRUCO LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/24/2002
PRUDENTIAL INSURANCE COMPANY OF AMERICA (THE)For: Accident and HealthEffective: 04/24/2002
PRUDENTIAL INSURANCE COMPANY OF AMERICA (THE)For: Life-OnlyEffective: 04/24/2002
STANDARD INSURANCE COMPANYFor: Disability OnlyEffective: 02/17/2009
STANDARD INSURANCE COMPANYFor: Life-OnlyEffective: 02/17/2009
TRANSAMERICA LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 05/14/2012
EQUITRUST LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 10/11/2004
EQUITRUST LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 10/11/2004
BANNER LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 02/14/2014
AMERICAN NATIONAL INSURANCE COMPANYFor: Life-OnlyEffective: 02/10/2010
AMERICAN NATIONAL INSURANCE COMPANYFor: Accident and HealthEffective: 02/10/2010
AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUSFor: Life-OnlyEffective: 03/01/2006
AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUSFor: Accident and HealthEffective: 03/01/2006
LINCOLN BENEFIT LIFE COMPANYFor: Accident and HealthEffective: 10/22/2004

Records 1 to 43


If you have any questions about the license information you retrieved, please see the most commonly asked questions in our License Questions and Answers section. If you need further assistance, please call CDI's Producer License Bureau at (800) 967-9331 or (916) 322-3555, or send an e-mail to Producer Licensing Bureau Please be sure to include your name, license number, e-mail address and telephone number in all correspondence with the Department.

Need Help?


Last Revised - November 11, 2012 07:14 AM
Copyright © California Department of Insurance