LANTERN INSURANCE
Filed: September 9, 2024
Annuity services, namely, the financial management and administration of annuity accounts; Annuity services, namely, underwriting…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98740539
NAC GUARANTEED ALLOCATION
Filed: September 23, 2024
ANNUITY SERVICES, NAMELY, UNDERWRITING, ISSUANCE, DISTRIBUTION AND ADMINISTRATION OF ANNUITIES; ANNUITY SERVICES, NAMELY…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98764840
L L LANTERN
Filed: October 9, 2024
Annuity services, namely, the financial management and administration of annuity accounts; Annuity services, namely, underwriting…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98792223
LANTERN INSURANCE COMPANY
Filed: November 18, 2024
Annuity services, namely, the financial management and administration of annuity accounts; Annuity services, namely, underwriting…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98859181
EXECUTIVE ADVANTAGE LOAN REGIME SPLIT DOLLAR
Filed: November 25, 2024
LIFE INSURANCE SERVICES, NAMELY, UNDERWRITING, MANAGEMENT, AND ADMINISTRATION OF LIFE INSURANCE POLICIES
Owned by: Sammons Financial Group, Inc.
Serial Number: 98871473
SUMMIT SERIES
Filed: November 26, 2024
Life insurance services, namely, underwriting, management, and administration of life insurance; annuity services, namely…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874338
SUMMIT DISCOVERY
Filed: November 26, 2024
Life insurance services, namely, underwriting, management, and administration of life insurance; annuity services, namely…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874378
SUMMIT EDGE
Filed: November 26, 2024
Life insurance services, namely, underwriting, management, and administration of life insurance; annuity services, namely…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874389
SUMMIT INCOMESTRATEGY
Filed: November 26, 2024
Life insurance services, namely, underwriting, management, and administration of life insurance; annuity services, namely…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874400
SUMMIT NAVIGATE
Filed: November 26, 2024
Life insurance services, namely, underwriting, management, and administration of life insurance; annuity services, namely…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874604
LIVEWELL PREFERRED
Filed: November 26, 2024
Annuity services, namely, the management and administration of annuity accounts, investment administration, and the investment…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874618
LIVEWELL MUTUAL FUND
Filed: November 26, 2024
Annuity services, namely, the management and administration of annuity accounts, investment administration, and the investment…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874630
LIVEWELL PLUS MUTUAL FUND
Filed: November 26, 2024
Annuity services, namely, the management and administration of annuity accounts, investment administration, and the investment…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874640
LIVEWELL INCOME FOR LIFE
Filed: November 26, 2024
Annuity services, namely, the management and administration of annuity accounts, investment administration, and the investment…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98874653
LIVEWELL MUTUAL FUND NQA
Filed: January 13, 2025
establishing mutual funds for others, mutual fund brokerage, and mutual fund distribution; Underwriting, issuance and administration…
Owned by: Sammons Financial Group, Inc.
Serial Number: 98956912
SECURESTAGE SUPPLEMENTAL BENEFITS ENDORSEMENT
Filed: March 5, 2025
Insurance services, namely, underwriting, issuance and administration of life insurance; Insurance services, namely, underwriting…
Owned by: Sammons Financial Group, Inc.
Serial Number: 99067782
NORTH AMERICAN SECURE WELLNESS INCOME
Filed: March 24, 2025
Underwriting, issuance and administration of annuities
Owned by: Sammons Financial Group, Inc.
Serial Number: 99100393
LIVEWELL GUARANTEE ONE
Filed: April 2, 2025
ANNUITY SERVICES, NAMELY, THE MANAGEMENT AND ADMINISTRATION OF ANNUITY ACCOUNTS, INVESTMENT ADMINISTRATION, AND THE INVESTMENT…
Owned by: Sammons Financial Group, Inc.
Serial Number: 99117669
ANYTIME ALLOCATION
Filed: April 8, 2025
Underwriting, issuance and administration of annuities; Investment management of and distribution of annuities
Owned by: Sammons Financial Group, Inc.
Serial Number: 99126594
OAK ADVANTAGE
Filed: April 8, 2025
Underwriting, issuance and administration of annuities
Owned by: Sammons Financial Group, Inc.
Serial Number: 99126682
