Agency Information

ASSET PRESERVATION TAX & RETIREMENT, LLC

Address:

16150 NORTH ARROWHEAD FOUNTAINS CENTER DR

PEORIA, AZ 85382

Phone

602-449-0146

URL:

Email:

tmorris@apsitaxes.com

National Producer Number:

18865787

License Type	License Number	Original Issue Date	Status	Effective Date	Expiration Date
Non-Res. Producer Firm	3732050	10/06/2021	Active	10/06/2021	10/31/2027

Qualification Type	Original Issue Date	Status	Effective Date
Life	10/06/2021	Active	10/06/2021

Company Name	Appointment Type	Status	Active Date
476
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	Active	04/28/2023
580
Company Name	Appointment Type	Status	Active Date
SYMETRA LIFE INSURANCE COMPANY	Life	Active	11/30/2023

row(s) 1 - 2 of 2

Name	Association Type	Agent	Begin Date	End Date
JUSTIN FRANCIS CARLSON	Designated Resp Lic Prdcr	No	10/06/2021	-
STEWART ALEJANDRO WILLIS	Designated Resp Lic Prdcr	Yes	10/06/2021	-

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