Notification of Changes for Business Entity
General Information  
Business Entity Name: LIFEPLANS, INC.
Incorporation / Formation Date:  
FEIN: 04-2928505
Ohio License Number:
NPN: 4631872
DBA / Trade Name:  
State of Domicile: MA
County: MIDDLESEX
Business Address  
Address 1: 51 SAWYER ROAD
Address 2: SUITE 340
City: WALTHAM
State: MA
Zip: 02453
Phone: 952-516-6800
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 11000 PRAIRIE LAKES DRIVE
Address 2: SUITE 600
City: EDEN PRAIRIE
State: MN
Zip: 55344
   
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
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
JULIA A JENSEN SECRETARY 391587383 YES   9/29/17
PETER M GOLDSTEIN PRESIDENT AND CEO 029365207 YES   9/29/17
DEAN E MILLER CFO 299727326 YES   9/29/17
BRADLEY J SCHUMACHER TREASURER 387823249 YES   9/29/17
ALL OTHER OFFICERS/DIRECTORS   YES 9/29/17
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: JULIA A JENSEN
Title: SECRETARY
Phone Number: 952-516-6800
Email Address: COMPLIANCE@LTCG.COM