Benefits broker of record · APPLETON, WI
THE RETIREMENT ADVANTAGE INC.
THE RETIREMENT ADVANTAGE INC. of APPLETON, WI is named as the broker of record on 95 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
95
Book size
$10k–100k
States
WI
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| WHEAT'S LAWN & CUSTOM LANDSCAPING, INC. | JOHN HANCOCK | December |
| S. ROTHSCHILD & CO., INC. | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | December |
| BLUEBONNET FOODS, L.P. DBA GOODHEART BRAND SPECIALTY FOODS | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | December |
| JAMES A. WALTERS MANAGEMENT CO., INC. DBA WALTERS MANAGEMENT COMPANY | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. | December |
| NEVADA ORTHOPEDIC & SPINE CENTER | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
Subscriber access
90 more plans in THE RETIREMENT ADVANTAGE 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