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 P SMITH

Welfare broker

JAMES P SMITH

Mailing address (most recent filing)

4388 WAXWING COURT

BOYTON BEACH, FL 33436

Total comp: $27
Commissions: $27
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for JAMES P SMITH.

No sponsors where JAMES P SMITH 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 P SMITH

Welfare broker

JAMES P SMITH

Mailing address (most recent filing)

4388 WAXWING COURT

BOYTON BEACH, FL 33436

Total comp: $27
Commissions: $27
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for JAMES P SMITH.

No sponsors where JAMES P SMITH 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