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
CATHY M LERMAN

Welfare broker

CATHY M LERMAN

Mailing address (most recent filing)

2985 SURREY RIDGE RD

CLARKSVILLE, TN 37043

Total comp: $383
Commissions: $383
Fees: $0
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for CATHY M LERMAN.

No sponsors where CATHY M LERMAN 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
CATHY M LERMAN

Welfare broker

CATHY M LERMAN

Mailing address (most recent filing)

2985 SURREY RIDGE RD

CLARKSVILLE, TN 37043

Total comp: $383
Commissions: $383
Fees: $0
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for CATHY M LERMAN.

No sponsors where CATHY M LERMAN 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