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
KAREN H SMITH

Welfare broker

KAREN H SMITH

Mailing address (most recent filing)

145 CHURCH ST NE STE 200

MARIETTA, GA 30060

Total comp: $5K
Commissions: $5K
Fees: $3
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for KAREN H SMITH.

No sponsors where KAREN H 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
KAREN H SMITH

Welfare broker

KAREN H SMITH

Mailing address (most recent filing)

145 CHURCH ST NE STE 200

MARIETTA, GA 30060

Total comp: $5K
Commissions: $5K
Fees: $3
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for KAREN H SMITH.

No sponsors where KAREN H 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