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
JERRI J GREGORY

Welfare broker

JERRI J GREGORY

Mailing address (most recent filing)

791 NW 43RD AVE

DES MOINES, IA 50313

Total comp: $15K
Commissions: $14K
Fees: $461
Filings: 12
Sponsors: 12

Not enough current filings to build analytics for JERRI J GREGORY.

No sponsors where JERRI J GREGORY 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
JERRI J GREGORY

Welfare broker

JERRI J GREGORY

Mailing address (most recent filing)

791 NW 43RD AVE

DES MOINES, IA 50313

Total comp: $15K
Commissions: $14K
Fees: $461
Filings: 12
Sponsors: 12

Not enough current filings to build analytics for JERRI J GREGORY.

No sponsors where JERRI J GREGORY 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