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
LISA M BECK

Welfare broker

LISA M BECK

Mailing address (most recent filing)

10717 WESTVIEW AVE

MEADVILLE, PA 16335

Total comp: $2K
Commissions: $2K
Fees: $14
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for LISA M BECK.

No sponsors where LISA M BECK 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
LISA M BECK

Welfare broker

LISA M BECK

Mailing address (most recent filing)

10717 WESTVIEW AVE

MEADVILLE, PA 16335

Total comp: $2K
Commissions: $2K
Fees: $14
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for LISA M BECK.

No sponsors where LISA M BECK 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