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
ERIKA ROBERTS-POE

Welfare broker

ERIKA ROBERTS-POE

Mailing address (most recent filing)

2146 STONE PILE DR SW

CONCORD, NC 28025

Total comp: $14K
Commissions: $14K
Fees: $404
Filings: 11
Sponsors: 11

Not enough current filings to build analytics for ERIKA ROBERTS-POE.

No sponsors where ERIKA ROBERTS-POE 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
ERIKA ROBERTS-POE

Welfare broker

ERIKA ROBERTS-POE

Mailing address (most recent filing)

2146 STONE PILE DR SW

CONCORD, NC 28025

Total comp: $14K
Commissions: $14K
Fees: $404
Filings: 11
Sponsors: 11

Not enough current filings to build analytics for ERIKA ROBERTS-POE.

No sponsors where ERIKA ROBERTS-POE 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