Benefits broker of record · FORT WASHINGTON, PA
LINCOLN INVESTMENT PLANNING
LINCOLN INVESTMENT PLANNING of FORT WASHINGTON, PA is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
9
Book size
$100k–1M
States
PA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE | STANDARD INSURANCE COMPANY | December |
| DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE | STANDARD INSURANCE COMPANY | December |
| CHOATE, HALL & STEWART LLP | METROPOLITAN LIFE INSURANCE COMPANY | December |
| DAILEY COMPANY, INC. | STANDARD INSURANCE COMPANY | December |
| WINGS N MORE RESTAURANTS LLC | LINCOLN NATIONAL LIFE INS. CO. | December |
Subscriber access
4 more plans in LINCOLN INVESTMENT PLANNING'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