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
PATRICIA A DUNCAN

Welfare broker

PATRICIA A DUNCAN

Mailing address (most recent filing)

520 WHEATFIELD ROAD

FRANKLIN, NC 28734

Total comp: $140K
Commissions: $116K
Fees: $24K
Filings: 10
Sponsors: 10

Not enough current filings to build analytics for PATRICIA A DUNCAN.

No sponsors where PATRICIA A DUNCAN 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
PATRICIA A DUNCAN

Welfare broker

PATRICIA A DUNCAN

Mailing address (most recent filing)

520 WHEATFIELD ROAD

FRANKLIN, NC 28734

Total comp: $140K
Commissions: $116K
Fees: $24K
Filings: 10
Sponsors: 10

Not enough current filings to build analytics for PATRICIA A DUNCAN.

No sponsors where PATRICIA A DUNCAN 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