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Benefits broker of record · FARGO, ND

CHOICE FINANCIAL GROUP

CHOICE FINANCIAL GROUP of FARGO, ND is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
2
Book size
$10k–100k
States
ND

Book profile

CHOICE FINANCIAL GROUP brokers 2 insured contracts for 2 employers covering 898 people, all in ND.

Dental is the largest line (2 contracts), followed by life (1), disability (1).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

dental 2 · life 1 · disability 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
CHOICE FINANCIAL GROUPGRAND FORKS, NDPRINCIPAL LIFE INSURANCE COMPANYDecember
FARMERS UNION OIL COMPANY OF MOORHEADWEST FARGO, NDTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A