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Benefits broker of record

KESTRA INVESTMENT SERVICES

KESTRA INVESTMENT SERVICES is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
6
Book size
$10k–100k
States

Clients on file

EmployerCarrierRenews
PYRAMID LABORATORIES, INC.STANDARD INSURANCE COMPANYDecember
PRECISION NDT, LLCJOHN HANCOCK LIFE INSURANCE COMPANYDecember
ABIMAR FOODS, INCSTANDARD INSURANCE COMPANYDecember
SOAR365MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAugust
EECUSTANDARD INSURANCE COMPANYDecember
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1 more plans in KESTRA INVESTMENT SERVICES'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