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
DAVID B PERLEE

Welfare broker

DAVID B PERLEE

Mailing address (most recent filing)

1989 NEPTUNE DR

ENGLEWOOD, FL 34223

Total comp: $73
Commissions: $73
Fees: $0
Filings: 12
Sponsors: 12

Not enough current filings to build analytics for DAVID B PERLEE.

No sponsors where DAVID B PERLEE 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
DAVID B PERLEE

Welfare broker

DAVID B PERLEE

Mailing address (most recent filing)

1989 NEPTUNE DR

ENGLEWOOD, FL 34223

Total comp: $73
Commissions: $73
Fees: $0
Filings: 12
Sponsors: 12

Not enough current filings to build analytics for DAVID B PERLEE.

No sponsors where DAVID B PERLEE 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