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ULTRA ESTATE PLANNING, LLC
Address:
501 N EL CAMINO REAL
SAN CLEMENTE, CA 92672
Phone
800-280-0663
URL:
Email:
dg@ultraestateplanning.com
National Producer Number:
18715574
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License Information
License Type
License Number
Original Issue Date
Status
Effective Date
Expiration Date
Non-Res. Producer Firm
3552746
06/25/2020
Active
10/02/2024
10/31/2027
Qual Information
Qualification Type
Original Issue Date
Status
Effective Date
Life
06/25/2020
Active
10/02/2024
6 Appointments
153630
Company Name
Appointment Type
Status
Active Date
AMERICAN LIFE & SECURITY CORP
Life
Active
04/07/2025
164894
Company Name
Appointment Type
Status
Active Date
AMFIRST INSURANCE COMPANY
Life
Active
11/24/2025
1085
Company Name
Appointment Type
Status
Active Date
NASSAU LIFE & ANNUITY COMPANY
Life
Active
11/18/2025
817
Company Name
Appointment Type
Status
Active Date
PRUCO LIFE INSURANCE COMPANY
Life
Active
10/17/2025
596
Company Name
Appointment Type
Status
Active Date
SENTINEL SECURITY LIFE INSURANCE COMPANY
Life
Active
10/02/2024
890
Company Name
Appointment Type
Status
Active Date
TRANSAMERICA LIFE INSURANCE COMPANY
Life
Active
08/18/2025
row(s) 1 - 6 of 6
1 Individual Associations
Name
Association Type
Agent
Begin Date
End Date
DONALD WARD GASCOIGNE
Designated Resp Lic Prdcr
No
10/02/2024
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1 - 1