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Benefits broker of record

LINCOLN INVESTMENT PLANNING LLC

LINCOLN INVESTMENT PLANNING LLC is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$10k–100k
States

Clients on file

EmployerCarrierRenews
STALEY, INC.JOHN HANCOCK LIFE INSURANCE COI (USA)December
PRAIRIE VIEW MANAGEMENT, INC.GREAT AMERICAN LIFE INSURANCE COMPANYDecember
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1 more plans in LINCOLN INVESTMENT PLANNING 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