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Benefits broker of record

OSAIC WEALTH, INC

OSAIC WEALTH, INC is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
15
Book size
$100k–1M
States

Clients on file

EmployerCarrierRenews
MIDLAND INFORMATION RESOURCES COMPANYJOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.December
BLD CONNECTION, INC.LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
CLARITY SOFTWARE SOLUTIONS, INC.JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A)December
SUN COMMODITIES, INC.AMERICAN GENERAL LIFE INSURANCE COMPANYDecember
LAROSE INDUSTRIES LLCJOHN HANCOCK LIFE INS. CO. USADecember
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10 more plans in OSAIC WEALTH, 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