Michael Insurance Planning's commitment to the local community runs deep. Jerry and his family have resided in Lebanon for more than 35 years. Jerry remains very active in the community having served as president of local service organizations and various committees. He continues to be involved with many area projects involving the private and public sectors.
Michael Insurance Planning, Inc. is committed to building a mutually beneficial partnership with our clients in order to meet their needs and manage their benefits by the most effective and competitive means possible. Our allegiance to our customers shall always be evident by our commitment to local service and quality products.
Michael Insurance Planning maintains relationships with over 25 insurance carriers, third party administrators and other managed care companies. We currently provide service to more than 5000 customers and manage more than 25 million dollars in annual premiums.
Jerry W. Michael, CLU, founder and president of Michael Insurance Planning, Inc., has specialized in providing insurance and services to the individual and business community for over 30 years.
Jerry began his own agency in 1975 after serving as sales manager for Lincoln National Corporation in Cincinnati, Ohio. He received his Chartered Life Underwriter (CLU) designation in 1978 and in the same year was granted his equities license.