Benefits broker of record
PINNACLE FINANCIAL SERVICES, INC.
PINNACLE FINANCIAL SERVICES, INC. is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
6
Book size
under $10k
States
—
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| MONTANA HEALTH NETWORK | TRANSAMERICA FINANCIAL LIFE INSURANCE CO | December |
Subscriber access
4 more plans in PINNACLE FINANCIAL SERVICES, 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