Benefits broker of record · SCOTTSDALE, AZ
UNITED PLANNERS FINANCIAL SERVICES
UNITED PLANNERS FINANCIAL SERVICES of SCOTTSDALE, AZ 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
AZ
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| B&F CONTRACTING, INC. | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| ERS INVESTMENTS, LLC | VOYA RETIREMENT INSURANCE AND ANNUITY | October |
Subscriber access
1 more plans in UNITED PLANNERS FINANCIAL SERVICES'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