Benefits broker of record · SCOTTSDALE, AZ
FREESTONE FINANCIAL SERVICES, LLC
FREESTONE FINANCIAL SERVICES, LLC of SCOTTSDALE, AZ 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
AZ
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| FIDELITY NATIONAL FINANCIAL, INC. | RELIANCE STANDARD LIFE INSURANCE COMPANY | December |
| FIDELITY NATIONAL FINANCIAL, INC. | RELIANCE STANDARD LIFE INSURANCE COMPANY | December |
| FIDELITY NATIONAL FINANCIAL, INC. | RELIANCE STANDARD LIFE INSURANCE COMPANY | December |
| CIS SECURE COMPUTING, INC. | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | June |
| CIS SECURE COMPUTING, INC. | UNUM INSURANCE COMPANY | June |
Subscriber access
7 more plans in FREESTONE FINANCIAL SERVICES, 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