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Total Insurance Planning

Total Insurance Planning
2004 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of insurance services. The company operates as an insurance agency and provides auto, home, travel, commercial, life and health insurance services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Multi-line Insurance
Acquirer
Towne Insurance
Primary Office
  • 13804 Hull Street Road
  • Suite 201
  • Midlothian, VA 23112
  • United States

Total Insurance Planning Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Total Insurance Planning Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Mosaic Insurance Alliance Corporation Lynnwood, WA 00
000000000 00000000 Corporate Backed or Acquired Boca Raton, FL 000000&0
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Total Insurance Planning Executive Team (3)

Name Title Board
Seat
Contact
Info
Jeff Swanson President, Certified Insurance Counselor & Founder
Ann Luhmann Office Manager
Ana Maria Stallings Social Media Marketing Manager & Office Manager