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Benefits broker of record · SCOTTSDALE, AZ

FREESTONE FINANCIAL, LLC

FREESTONE FINANCIAL, LLC of SCOTTSDALE, AZ is named as the broker of record on 36 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
36
Book size
$1M+
States
AZ

Book profile

FREESTONE FINANCIAL, LLC brokers 36 insured contracts for 10 employers covering 27,790 people, across at least 6 states, led by AZ, IL, TX.

Life is the largest line (6 contracts), followed by dental (5), vision (5), disability (5).

LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 8%); VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA follow.

Renewals are spread through the year; December is the busiest month at 36% of contracts.

Carriers in the book
Employer states
Lines of coverage

life 6 · dental 5 · vision 5 · disability 5 · health 4

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
CARLISLE, LLCSCOTTSDALE, AZPRUDENTIAL INSURANCE COMPANY OF AMERICADecember
R.D. OFFUTT COMPANYFARGO, NDRELIASTAR LIFE INSURANCE COMPANYDecember
CABLE ONE, INC.PHOENIX, AZRELIASTAR LIFE INSURANCE COMPANYDecember
HONORS HOLDINGS LLCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANYDecember
FILTRATION GROUP CORPORATIONJOLIET, ILLINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
Subscriber access
17

more plans in FREESTONE FINANCIAL, LLC's book

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