Benefits brokerage · 2 offices
FREESTONE FINANCIAL, LLC
FREESTONE FINANCIAL, LLC is named as the broker of record on 41 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| SCOTTSDALE | AZ | 38 |
| PARADISE VALLEY | AZ | 3 |
Book profile
FREESTONE FINANCIAL, LLC brokers 41 insured contracts for 19 employers, across 10 states, led by AZ, IL, OH.
Vision is the largest line (15 contracts), followed by life (15), disability (13), health (11).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 24%); METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 68% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 15 · life 15 · disability 13 · health 11 · dental 10
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| CARLISLE, LLC | SCOTTSDALE, AZ | SCOTTSDALE, AZ | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| R.D. OFFUTT COMPANY | FARGO, ND | SCOTTSDALE, AZ | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| IMPERIAL IMPORTS, INC. | SAN BERNARDINO, CA | SCOTTSDALE, AZ | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| CABLE ONE, INC. | PHOENIX, AZ | SCOTTSDALE, AZ | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| HONORS HOLDINGS LLC | ATLANTA, GA | SCOTTSDALE, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
more employers in FREESTONE FINANCIAL, LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)