Agency Information

CLOSE FINANCIAL SERVICES INC

9890 S MARYLAND PKWY STE 220

LAS VEGAS, NV 89183-7168

702-440-6000

s.close@closefinancial.com

8971472

License Type	License Number	Original Issue Date	Status	Effective Date	Expiration Date
Resident Producer Firm	513290	11/15/2006	Active	11/15/2006	11/30/2024

Qualification Type	Original Issue Date	Status	Effective Date
Health	11/15/2006	Active	11/15/2006
Life	11/15/2006	Active	11/15/2006
Var. Annuities/Var. Life	11/15/2006	Active	11/15/2006

Company Name	Appointment Type	Status	Active Date
1260
ATHENE ANNUITY AND LIFE COMPANY	Life	Active	09/19/2023
283
Company Name	Appointment Type	Status	Active Date
BANNER LIFE INSURANCE COMPANY	Health	Active	05/05/2022
	Life	Active	04/01/2020
378
Company Name	Appointment Type	Status	Active Date
LINCOLN NATIONAL LIFE INSURANCE COMPANY	Health	Active	09/26/2013
	Life	Active	09/26/2013
	Var. Annuities/Var. Life	Active	09/26/2013
473
Company Name	Appointment Type	Status	Active Date
NORTH AMERICAN COMPANY FOR LIFE & HEALTH INSURANCE	Life	Active	08/03/2023
567
Company Name	Appointment Type	Status	Active Date
OCEANVIEW LIFE AND ANNUITY COMPANY	Life	Active	01/17/2024
512
Company Name	Appointment Type	Status	Active Date
PACIFIC LIFE INSURANCE COMPANY	Health	Active	08/12/2013
	Life	Active	08/12/2013
	Var. Annuities/Var. Life	Active	08/12/2013
103
Company Name	Appointment Type	Status	Active Date
PRINCIPAL LIFE INSURANCE COMPANY	Health	Active	02/04/2008
	Life	Active	02/04/2008
817
Company Name	Appointment Type	Status	Active Date
PRUCO LIFE INSURANCE COMPANY	Life	Active	03/04/2024

row(s) 1 - 14 of 14

Name	Association Type	Agent	Begin Date	End Date
STEPHEN WILLIAM CLOSE	Designated Resp Lic Prdcr	Yes	09/15/2020	-

1 - 1