Legal Notice
The Independent Order of Foresters (2021)
Foresters Financial is Fraternal Benefit Society
- Not for profit organization
- Not an insurer
- Formed to provide insurance benefits for members of an affiliated lodge, religious organization, or fraternal organization
Agent's Contract (10/2021- Present)
New York Life Insurance Company
Agent's Contract (11/2013-12/2013)
Home Office
Rochester, NY
Independent Agency System
- Independent agency system / American agency system
- 1 independent agent represents several companies
- Nonexclusive
- Business renewal with any company
Disclosure of Producer Compensation
A disclosure of producer compensation must include the following information:
- A description of the producer's role in the transaction;
- Whether or not the producer will receive compensation from the sales;
- An explanation of factors that affect the amount of producer compensation;
- The purchaser's right to request and obtain information about the producer's compensation.
(Insurance Regulation --- Online Training & Assessment 20/25)
Business Insurance
Berkshire Hathaway Direct Insurance Company
1-844-472-0967
Mon-Fri, 7AM-9PM EST
Policy No. N9WC519127
Effective Date 12/07/2023 to 12/07/2024
Certificate of Liability Insurance
New York State Works' Compensation
Policy Holder's Disclosure Notice of Terrorism Insurance Coverage
Business detail
Insurance Policy Underwriting Business.
A legal representative of an insurance company; insurance agent is the agent of the insurer. Also known as producer, must be licensed by the State. (State of New York is Home State).
* Insurer is an insurance company, principal. Issues an insurance policy.
Producer a contract between applicant(s) and insurance company(s).
License Relation
New York State Licensed Insurance Agent LA-1363090 issued by New York State Department of Financial Services
National Producer Number 17517638
Data Exchange Request Form (DXRF) Submitted to Social Security Administration on 11/21/2022
Form SSA-157 (02-2019)
Link with CMS (12/01/2021)
https://www.cms.gov/About-CMS/Agency-Information/Aboutwebsite/Link-to-Us
Freedom of Information Act (FOIA) Title 5 of the United States Code, section 552
* CMS Administrative Simplification (Centers for Medicare & Medicaid Services)
A. D. Banker & Company Anti Money Laundry Certificate Completed on 12/13/2022
2023
Virtual Phone System end (Hours of operation/M-F, 9-5.) 1/28
Cigna evolves brands, and you will start to see the new name and logo in communications. 2/15
Termination with Cigna on 11/10/2022.
National Terrorism Advisory System Bulletin - May 24, 2023
Summary of Terrorism-Related Threat to the United States
Duration Issued: May 24, 2023 at 2:00 PM ET
Expires: November 24, 2023 at 2:00 PM ET
https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-may-24-2023
On June 7, 2023, our 2022 year Profit and Loss Statement by QuickBooks is updated.
Medical Loss Ratio
'The Affordable Care Act requires insurance companies to spend at least 80% or 85% of premium dollars on medical care, with the rate review provisions imposing tighter limits on health insurance rate increases.' (2012)
Local business online presence listing. (6/2023)
July 21 2023 IRS Letter Number: LTR3286C
July 25 2023 IRS TAX REFUND Check Amount: $642.72
Subscribe to National Terrorism Advisory System Alerts (7/29/2023)
COVID-19 national emergency declared. (3/13/2020) [Coronavirus Disease (COVID-19)]
Consumer payments and grace period extensions. (CMS 3/24/2020)
Visitor's online google statistic analysis to https://www.theinsuranceplan.online
We're leaving. This website will not be online present in Illinois State and Michigan State since August 16, 2023.
This website will continue be online presents at License Home State in Zip Code 14623 Rochester, NY.
Five Years Anniversary (2019-2023)
Thank you so much for the five years. (8/15/2023)
<Report>
Evaluation of the Impact of the No Suprise Act on Health Care Market Outcomes: Baseline Trends and Framework for Analysis by U.S. Department of Health and Human Services / Office of the Assistant Secretary for Planning and Evaluation July 6, 2023
HHS Announces Actions to Protect Consumers and Lower Health Care Costs July 7, 2023
Medicare Part D Enrollee Out-Of-Pocket Savings by State, the data shows how dramatically change on Citizen's personal finance by join Medicare and Medicare Supplement Plan.
Chinese and Japanese is available now. (2023/9/21)
CMS Medicare Agent Broker Compensation Outline.
2024 Agent Broker Training and Testing Guidelines.
PROHIBITED AGENT/BROKER BEHAVIOR for MA/PD PLANS & APPROPRIATE AGENT/BROKER BEHAVIOR for MA/PD PLANS
CMS Medicare Advantage and Prescription Drug Plan Marketing (08/2022)
On 8/29/2023 Bank of America Account was closed.
VOID Check Sample No (9/24/2023) CIA Reference ID: VJVQ1RZS IC3 Report Date on 9/24
Workers' Compensation Insurance get renewed. (11/02/2023)
Google Ads practice. (10/09/2023)
FedEX Office Instant Digital Passport Photos (2011)
Health Insurance Portability and Accountability Act of 1996 (HIPPA)
Guide - when you visit our website.
We connect with CMS, you can find Medicare Supplement Insurance plan type, price and coverage by searching your Zip Code. This is information. Not a solicit for a kind of insurance enrollment.
(8/15/2023)
1. Download Handbook Medicare & You 2024 / Order by Mailing Medicare & You 2024
2. Find Doctors and Clinicians Enrolled in Medicare
3. Find Medicare Certified Nursing Homes and Rehabilitation Services
Contact
Please send your inquiry to Insurance Agent by e-mail.
contact@theinsuranceplan.online
LUO, LIYAN
B.Ec., Finance, 2005
M.B.A., Financial Accounting, 2007
New York State Licensed Insurance Agent LA-1363090 National Producer Number NPN 17517638
License Expiration Date: February 23, 2025
All question about Licensure should be directed to New York State Department of Financial Services
One Commerce Plaza, Suite 2003
Albany, NY 12257
Phone: 518-474-6630
www.dfs.ny.gov
licensing@dfs.ny.gov
Continuing Education
Working With and Protecting Older Clients, 2nd Edition (2022).
Provider Approval NYPO-100346 / Course Approval NYCS-260960
Understanding Medicare (2022)
Provider Approval NYPO-100346 / Course Approval NYCS- 268555
Medicare Planning (2024)
Provider Approval NYPO-100346 / Course Approval NYCS- 268554
Long-Term Care -4-Hr Training Requirement
(2024)
Provider Approval NYPO-100346 / Course Approval NYCS- 226082
Insurance Law (2019)
Provider Approval NYPO-100346 / Course Approval NYCS- 211501
Your Health Information Privacy Rights
Social Security Administration Publication No. 42-007
Specifications for Filing Forms W-2 Electronically (EFW2)
Submitting Annual W-2 Copy A Information to the Social Security Administration
Due : usually January 30th of each year
Financial Crimes Enforcement Network
BSA Electronic Filing Requirements For Report of Foreign Bank and Financial Accounts (FinCEN Form 114)
Update: New User for Register BSA E-files
Bank Secrecy Act BSA E-filing System to U. S. Treasury:
Financial Crimes Enforcement Network
Insurance Agent referred (1/5/2023)
https://www.fincen.gov/contact
News Letters from Homepage of Financial Crimes Enforcement Network:
Article 1. Attention Registered BSA E-Filers: 2022 FinCEN E-Filling Survey Notice (6/24/2022)
Article 2. FBAR Filling Requirement for certain Financial Professions
FinCEN Notice (2022-1)
Extended Filling Date Related to Notice 2022-1 (3/10/2016)
Contains introduce: Formerly Form TD-F 90-22.1. Now FinCEN Report 114 can be completed accessing FinCEN's BSA E-Filling System
On 5/31/2011 FinCEN issued Notice 2011-1 (received on 6/2/2011) to extend to 6/30/2012
Law connected: 31CFR § 1010.350(f)(2)(i)-(v)
Administrative Difficulties to Submitting Electronic Reports to FinCEN
Bank Secrecy Act BSA Electronic Report Coverage Financial Institution (Form 114 to FinCen)
Insurance Industry
The Intelligence Reform and Terrorism Prevention Act (IRTPA)
Business Hours
- Mon – Fri
- 09:00 am – 05:00 pm
- Sat – Sun
- Closed
Holidays Closed
All Rights Reserved.
© 2019-2024
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