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
JAMES D SAMS

Welfare broker

JAMES D SAMS

Mailing address (most recent filing)

239 FENWAY ROAD

COLUMBUS, OH 43214

Total comp: $4K
Commissions: $4K
Fees: $42
Filings: 7
Sponsors: 7

Not enough current filings to build analytics for JAMES D SAMS.

No sponsors where JAMES D SAMS 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
JAMES D SAMS

Welfare broker

JAMES D SAMS

Mailing address (most recent filing)

239 FENWAY ROAD

COLUMBUS, OH 43214

Total comp: $4K
Commissions: $4K
Fees: $42
Filings: 7
Sponsors: 7

Not enough current filings to build analytics for JAMES D SAMS.

No sponsors where JAMES D SAMS 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