Benefits broker of record · KANSAS CITY, MO
FORVIS WEALTH ADVISORS, LLC
FORVIS WEALTH ADVISORS, LLC of KANSAS CITY, MO is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
6
Book size
under $10k
States
MO
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| DICKE TOOL COMPANY | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | November |
| MAY TECHNOLOGY & MFG, INC. | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | December |
| PHELPS COUNTY BANCSHARES, INC. | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. | December |
Subscriber access
3 more plans in FORVIS WEALTH ADVISORS, LLC'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