Fundraisers / AON Executive Benefits, Inc.

FundraiserRegistered broker-dealer

AON Executive Benefits, Inc.

FINRA 4138 · placing rounds since Jan 2016

14company rounds placed
2in the last two years, last Dec 2025
$63.0Bsold in the rounds they placed
6.2%typical commission; the median firm takes 4.9%

Named on 24 Form D filings as paid to sell the offering: 14 for operating companies, 10 for funds. 5 registered agents named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

123Q4124Q4125Q4

What they place

19rounds
  • Insurance100%

How big the rounds are

  1. Under $1M0
  2. $1M to $5M1
  3. $5M to $20M1
  4. $20M to $100M0
  5. $100M+17

Where the companies are

IN11MO3NY3OH2

Rounds they placed

Company roundsEverything, funds and real estate too

FiledIssuerIndustrySold
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.7B
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.6B
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.4B
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.0B
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$1.7B
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOOInsurance$2.3B
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOOInsurance$1.8B
Dec 2018Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOOInsurance$1.5B
Dec 2017Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDiffee OOOInsurance$1.1B
Dec 2017Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Dec 2017GENERAL AMERICAN LIFE INSURANCE CoAgents: VariousInsurance$413M
Dec 2016Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDiffee OOOInsurance$783M
Oct 2016Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Oct 2016GENERAL AMERICAN LIFE INSURANCE CoAgents: VariousInsurance$364M
Dec 2015Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$431M
Nov 2015GENERAL AMERICAN LIFE INSURANCE CoAgents: Eric D. WittenmyerInsurance$363M
Nov 2015Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Feb 2014Nationwide Private Placement Variable AccountAgents: Charles SteinbergInsurance$5.6M
Feb 2012Nationwide Private Placement Variable AccountAgents: Charles SteinbergInsurance$4.5M

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

M Holdings Securities Inc.17 rounds togetherExecutive Services Securities14 rounds togetherLion Street Financial14 rounds togetherKestra Investment Services LLC14 rounds togetherMorgan Stanley14 rounds togetherMorgan Stanley Smith Barney, LLC14 rounds together

Founders who worked with them

No one has said so yet.

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Marked verified when your company is one of the rounds they placed.

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