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
JULIA B SMITH

Welfare broker

JULIA B SMITH

Mailing address (most recent filing)

3188 DOVER RD

BENTONIA, MS 39040

Total comp: $600
Commissions: $583
Fees: $17
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for JULIA B SMITH.

No sponsors where JULIA B 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
JULIA B SMITH

Welfare broker

JULIA B SMITH

Mailing address (most recent filing)

3188 DOVER RD

BENTONIA, MS 39040

Total comp: $600
Commissions: $583
Fees: $17
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for JULIA B SMITH.

No sponsors where JULIA B 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