Benefits broker of record · FT WASHINGTON, PA
LINCOLN INVESTMENT PLANNING, INC.
LINCOLN INVESTMENT PLANNING, INC. of FT WASHINGTON, PA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
4
Book size
$10k–100k
States
PA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| THE ACADEMY CHARTER SCHOOL | PRINCIPAL LIFE INSURANCE COMPANY | December |
| DANIEL E. SHUFLER | VOYA RETIREMENT INSURANCE AND ANNUITY CO | December |
Subscriber access
2 more plans in LINCOLN INVESTMENT PLANNING, INC.'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