PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
CASEY A CURLEE

Welfare broker

CASEY A CURLEE

Mailing address (most recent filing)

123 CENTER PARK DR

STE 102

KNOXVILLE, TN 37922

Total comp: $10K
Commissions: $10K
Fees: $100
Filings: 14
Sponsors: 14

Not enough current filings to build analytics for CASEY A CURLEE.

No sponsors where CASEY A CURLEE is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
CASEY A CURLEE

Welfare broker

CASEY A CURLEE

Mailing address (most recent filing)

123 CENTER PARK DR

STE 102

KNOXVILLE, TN 37922

Total comp: $10K
Commissions: $10K
Fees: $100
Filings: 14
Sponsors: 14

Not enough current filings to build analytics for CASEY A CURLEE.

No sponsors where CASEY A CURLEE is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms