Notification of Changes for Business Entity
General Information  
Business Entity Name: EXCHANGE INSURANCE SERVICES, LLC
Incorporation / Formation Date:  
FEIN: 202487260
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: UT
County: SALT LAKE
Business Address  
Address 1: 19075 STERLING VIEW DRIVE
Address 2: SUITE A-1
City: SOUTH JORDAN
State: UT
Zip: 84095
Phone: 8014150579
Fax:  
Business Web Site Address:  
Business Email Address: LAC@EXTENDHEALTH.COM
Mailing Address  
Address 1: 19075 STERLING VIEW DRIVE
Address 2: SUITE A-1
City: SOUTH JORDAN
State: UT
Zip: 84095
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
FLANAGAN, SEAN BENEFIT ADVISOR 17446385 YES   12/30/15
FLORES, DONNA BENEFIT ADVISOR 17365444 YES   12/30/15
FORBES, AMANDA BENEFIT ADVISOR 16111190 YES   12/30/15
FORSTER, JOHN BENEFIT ADVISOR 17608406 YES   12/30/15
FORTNEY, MARY BENEFIT ADVISOR 17378511 YES   12/30/15
FOSTER, SATAURUS BENEFIT ADVISOR 17658235 YES   12/30/15
FOWLER, AMY BENEFIT ADVISOR 17071126 YES   12/30/15
FOWLER, EDWARD BENEFIT ADVISOR 5458049 YES   12/30/15
FRAIRE, CRISTOBAL BENEFIT ADVISOR 17034948 YES   12/30/15
FRANCIS, FRANK BENEFIT ADVISOR 17335667 YES   12/30/15
FRANCONE, SHELLY BENEFIT ADVISOR 17045344 YES   12/30/15
FRAZIER, DOUGLAS BENEFIT ADVISOR 17589144 YES   12/30/15
FREDERICK, NANCY BENEFIT ADVISOR 1417521 YES   12/30/15
FREELAND, ANDRE BENEFIT ADVISOR 17324272 YES   12/30/15
FREES, DAVID BENEFIT ADVISOR 17683513 YES   12/30/15
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: CAMERON LILJENQUIST
Title: SVP AND CHIEF TECHNOLOGY OFFICER
Phone Number: 8014150579
Email Address: LAC@EXTENDHEALTH.COM