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
KATHRYN P GILES

Welfare broker

KATHRYN P GILES

Mailing address (most recent filing)

1307 WOODLAND PLACE

HIGH POINT, NC 27262

Total comp: $471
Commissions: $471
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for KATHRYN P GILES.

No sponsors where KATHRYN P GILES 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
KATHRYN P GILES

Welfare broker

KATHRYN P GILES

Mailing address (most recent filing)

1307 WOODLAND PLACE

HIGH POINT, NC 27262

Total comp: $471
Commissions: $471
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for KATHRYN P GILES.

No sponsors where KATHRYN P GILES 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