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
THERESA J SMITH

Welfare broker

THERESA J SMITH

Mailing address (most recent filing)

18411 STANDWICK DR

LOUISVILLE, KY 40245

Total comp: $150
Commissions: $150
Fees: $0
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for THERESA J SMITH.

No sponsors where THERESA J SMITH 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
THERESA J SMITH

Welfare broker

THERESA J SMITH

Mailing address (most recent filing)

18411 STANDWICK DR

LOUISVILLE, KY 40245

Total comp: $150
Commissions: $150
Fees: $0
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for THERESA J SMITH.

No sponsors where THERESA J SMITH 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