Total Insurance Planning Overview

  • Founded
  • 2004
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 11
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Total Insurance Planning General Information

Description

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

Contact Information

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
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Total Insurance Planning Valuation & Funding

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

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Total Insurance Planning Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of insurance services. The company operates as an insurance agency and provides auto, home, travel, commercial,
Multi-line Insurance
Midlothian, VA
11 As of 2016
000000&0

000000 0

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00000-0000 000000000
Lynnwood, WA
00 As of 0000
000000000 -

00000000

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00000-0000 000000000
Boca Raton, FL
000000&0
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Total Insurance Planning Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Mosaic Insurance Alliance Corporation Lynnwood, WA 00 000000000 -
000000000 00000000 Corporate Backed or Acquired Boca Raton, FL 000000&0
000000 0000 000000 Corporation Paris, IL
0000000 000000000 Corporation
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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
To view Total Insurance Planning’s complete executive team members history, request access »

Total Insurance Planning Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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