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
SUSAN R MCSHERRY

Welfare broker

SUSAN R MCSHERRY

Mailing address (most recent filing)

123 CHATUGA DR

LOUDON, TN 37774

Total comp: $4K
Commissions: $3K
Fees: $560
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for SUSAN R MCSHERRY.

No sponsors where SUSAN R MCSHERRY 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
SUSAN R MCSHERRY

Welfare broker

SUSAN R MCSHERRY

Mailing address (most recent filing)

123 CHATUGA DR

LOUDON, TN 37774

Total comp: $4K
Commissions: $3K
Fees: $560
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for SUSAN R MCSHERRY.

No sponsors where SUSAN R MCSHERRY 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