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
JULIE M SMITH

Welfare broker

JULIE M SMITH

Mailing address (most recent filing)

2900 CHALMAR DRIVE

BEAVERCREEK, OH 45431

Total comp: $1
Commissions: $1
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for JULIE M SMITH.

No sponsors where JULIE M 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
JULIE M SMITH

Welfare broker

JULIE M SMITH

Mailing address (most recent filing)

2900 CHALMAR DRIVE

BEAVERCREEK, OH 45431

Total comp: $1
Commissions: $1
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for JULIE M SMITH.

No sponsors where JULIE M 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