Benefits broker of record · PHOENIX, AZ
CENTERSTONE INS & FNCL SVCS
CENTERSTONE INS & FNCL SVCS of PHOENIX, AZ is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
10
Book size
$10k–100k
States
AZ
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | December |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | December |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | December |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | December |
| DUFFY KRUSPODIN, LLP | LINCOLN NATIONAL LIFE INSURANCE COMPANY | December |
Subscriber access
5 more plans in CENTERSTONE INS & FNCL SVCS'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