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
SARAH A ROBERTSON

Welfare broker

SARAH A ROBERTSON

Mailing address (most recent filing)

5337 SWEETWATER DRIVE

WEST RIVER, MD 20778

Total comp: $61K
Commissions: $61K
Fees: $52
Filings: 9
Sponsors: 9

Not enough current filings to build analytics for SARAH A ROBERTSON.

No sponsors where SARAH A ROBERTSON 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
SARAH A ROBERTSON

Welfare broker

SARAH A ROBERTSON

Mailing address (most recent filing)

5337 SWEETWATER DRIVE

WEST RIVER, MD 20778

Total comp: $61K
Commissions: $61K
Fees: $52
Filings: 9
Sponsors: 9

Not enough current filings to build analytics for SARAH A ROBERTSON.

No sponsors where SARAH A ROBERTSON 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