# AON Executive Benefits, Inc.: fundraiser

> AON Executive Benefits, Inc. placed 14 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/aon-executive-benefits-inc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / AON Executive Benefits, Inc.

Fundraiser Registered broker-dealer

# AON Executive Benefits, Inc.

FINRA 4138 · placing rounds since Jan 2016

**14** company rounds placed

**2** in the last two years, last Dec 2025

**$63.0B** sold 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.

**1** 23Q4 **1** 24Q4 **1** 25Q4

## What they place

- Insurance **100%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **1**
- $5M to $20M **1**
- $20M to $100M **0**
- $100M+ **17**

## Where the companies are

**IN** 11 **MO** 3 **NY** 3 **OH** 2

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/aon-executive-benefits-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/aon-executive-benefits-inc?show=all)

Filed Issuer Industry Sold

Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer Insurance **$2.7B**

Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer Insurance **$2.6B**

Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer Insurance **$2.4B**

Dec 2022 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer Insurance **$2.0B**

Dec 2021 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer Insurance **$1.7B**

Dec 2020 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOO Insurance **$2.3B**

Dec 2019 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOO Insurance **$1.8B**

Dec 2018 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOO Insurance **$1.5B**

Dec 2017 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer, William C. McDiffee OOO Insurance **$1.1B**

Dec 2017 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Dec 2017 GENERAL AMERICAN LIFE INSURANCE Co Agents: Various Insurance **$413M**

Dec 2016 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer, William C. McDiffee OOO Insurance **$783M**

Oct 2016 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Oct 2016 GENERAL AMERICAN LIFE INSURANCE Co Agents: Various Insurance **$364M**

Dec 2015 Lincoln Life Flexible Premium Variable Life Account Z Agents: Charles Steinberg, Eric Wittenmyer Insurance **$431M**

Nov 2015 GENERAL AMERICAN LIFE INSURANCE Co Agents: Eric D. Wittenmyer Insurance **$363M**

Nov 2015 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Feb 2014 Nationwide Private Placement Variable Account Agents: Charles Steinberg Insurance **$5.6M**

Feb 2012 Nationwide Private Placement Variable Account Agents: Charles Steinberg Insurance **$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 together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Executive Services Securities** 14 rounds together](https://millionrounds.com/providers/executive-services-securities)[**Lion Street Financial** 14 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Kestra Investment Services LLC** 14 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Morgan Stanley** 14 rounds together](https://millionrounds.com/providers/morgan-stanley-and-co-llc)[**Morgan Stanley Smith Barney, LLC** 14 rounds together](https://millionrounds.com/providers/morgan-stanley-smith-barney-llc)

## Founders who worked with them

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## A badge for their site

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