Benefits broker of record · MEMPHIS, TN
STRATEGIC FINANCIAL PARTNERS L
STRATEGIC FINANCIAL PARTNERS L of MEMPHIS, TN 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
TN
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| STERN CARDIOVASCULAR FOUNDATION, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA | December |
| PRESBYTERIAN DAY SCHOOL | UNUM LIFE INSURANCE COMPANY OF AMERICA | January |
| PRESBYTERIAN DAY SCHOOL | UNUM LIFE INSURANCE COMPANY OF AMERICA | January |
Subscriber access
1 more plans in STRATEGIC FINANCIAL PARTNERS L'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