Benefits broker of record · DALLAS, TX
CENTERSTONE INS. AGENCY & FINANCIAL
CENTERSTONE INS. AGENCY & FINANCIAL of DALLAS, TX is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
12
Book size
$100k–1M
States
TX
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT LLC | AETNA LIFE INSURANCE COMPANY | March |
| MONDAY PROPERTIES SERVICES, LLC | AETNA LIFE INSURANCE CO. | December |
Subscriber access
10 more plans in CENTERSTONE INS. AGENCY & FINANCIAL's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A