Notification of Changes for Business Entity
General Information  
Business Entity Name: PREFERRED FINANCIAL CORPORATION
Incorporation / Formation Date:  
FEIN: 840508741
Ohio License Number: 41090
NPN: 1618627
DBA / Trade Name:  
State of Domicile: CO
County: ARAPAHOE
Business Address  
Address 1: 5990 GREENWOOD PLAZA BLVD.
Address 2: SUITE 325
City: GREENWOOD VILLAGE
State: CO
Zip: 80111
Phone: 800-367-7814
Fax:  
Business Web Site Address:  
Business Email Address: ISOTO@CBLIFE.COM
Mailing Address  
Address 1: 5990 GREENWOOD PLAZA BLVD.
Address 2: SUITE 325
City: GREENWOOD VILLAGE
State: CO
Zip: 80111
   
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
JOSEPH MARK LAMERE DRP 62718   YES 12/01/2015
TIMOTHY J CATRON VP OF ADMINISTRATION 1623910 YES   12/01/2015
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
JOSEPH MARK LAMERE FORMER VP OF SALES 62718   YES 12/01/2015
JOSEPH DEAN WIESER PRESIDENT 7485176 YES  
DAVID BURGHARD VP OF SALES 2143205 YES  
TIMOTHY J CATRON VP OF ADMINISTRATION 1623910 YES  
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) NO
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? NO
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: ISRAEL SOTO
Title: LICENSING UNIT SUPERVISOR
Phone Number: 800-367-7814
Email Address: ISOTO@CBLIFE.COM