insurance & annuity licensing

Last Updated January 2020

1. LICENSING & DISTRIBUTION

Insurance and annuities available at Robo Advisor™ are issued by third-party insurance companies, which are not affiliated with any Robo Advisor™ company. Our agents and/or representatives may only conduct business (e.g., sell securities, provide investment advice, sell insurance and annuities) with residents of the states and/or jurisdictions for which they are properly registered and/or licensed. To find out if a representative is able to conduct business in your state, please contact their local office directly.

2. LEGAL JURISDICTIONS ONLY

The insurance and Annuity services and products described on this Web Site are only for persons in those states and jurisdictions where such products and services may legally be sold. Nothing on this Web Site shall be considered a solicitation to buy or an offer to sell any products or services to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful.

3. USE LIMITATION

This Web Site is for the use of consumers and small businesses that are researching and shopping for Insurance and Annuity products. You are not permitted to use this Web Site or its contents for any commercial or non-personal purpose (direct or indirect). The Company reserves the right to prevent any party who engages in such non-permitted use(s) from accessing this Web Site.

4. EXISTING INSURANCE COVERAGE

DO NOT CANCEL ANY EXISTING INSURANCE OR ANNUITY UNTIL YOU RECEIVE WRITTEN CONFIRMATION FROM THE INSURANCE COMPANY TO WHICH YOU ARE APPLYING THAT YOUR NEW POLICY IS IN EFFECT.

5. AGENCY & INDIVIDUAL LICENSING

This Web Site is brought to you by the following licensed brokers in each respective state which require insurance transactions to be conducted through a licensed agent/broker. Each agent/broker is associated with Sovereign Wealth Management Group, Inc. where applicable, a Florida corporation and licensed insurance agency.

State Licensee License#
NPN Sovereign Wealth Management Group, Inc. 8935192
Florida (Resident) Sovereign Wealth Management Group, Inc. L029617
NPN Jeffrey J. Hovermale 114197
Alabama Jeffrey J. Hovermale 625770
Arizona Jeffrey J. Hovermale 1031175
Colorado Jeffrey J. Hovermale 410583
District of Columbia Jeffrey J. Hovermale 3013199
Florida (Resident) Jeffrey J. Hovermale A123988
Georgia Jeffrey J. Hovermale 809607
Idaho Jeffrey J. Hovermale 427445
Illinois Jeffrey J. Hovermale 114197
Indiana Jeffrey J. Hovermale 846647
Iowa Jeffrey J. Hovermale 114197
Kansas Jeffrey J. Hovermale 114197
Kentucky Jeffrey J. Hovermale 794573
Maine Jeffrey J. Hovermale PRN209385
Maryland Jeffrey J. Hovermale 2100623
Michigan Jeffrey J. Hovermale 0506702
Minnesota Jeffrey J. Hovermale 20553095
Missouri Jeffrey J. Hovermale 8244328
State Licensee License#
Montana Jeffrey J. Hovermale 765765
Nebraska Jeffrey J. Hovermale 114197
Nevada Jeffrey J. Hovermale 846253
New Hampshire Jeffrey J. Hovermale 2229400
New Jersey Jeffrey J. Hovermale 1466398
New Mexico Jeffrey J. Hovermale 314130
New York Jeffrey J. Hovermale LB-1189034
North Carolina Jeffrey J. Hovermale 0114197
Ohio Jeffrey J. Hovermale 974982
Oklahoma Jeffrey J. Hovermale 100143701
Oregon Jeffrey J. Hovermale 114197
Pennsylvania Jeffrey J. Hovermale 494941
Rhode Island Jeffrey J. Hovermale 2229618
South Carolina Jeffrey J. Hovermale 651692
Texas Jeffrey J. Hovermale 1824210
Virginia Jeffrey J. Hovermale 853268
Washington Jeffrey J. Hovermale 742842
Wisconsin Jeffrey J. Hovermale 114197
Wyoming Jeffrey J. Hovermale 233869
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