Total Insurance Planning Overview

  • Founded
  • 2004

  • Status
  • Acquired/​Merged

  • Employees
  • 11

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Total Insurance Planning General Information


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
Financing Status
Corporate Backed or Acquired
Primary Industry
Multi-line Insurance
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/
Post-Val Status Debt

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Total Insurance Planning Comparisons

HQ Location
Total Raised
Post Valuation
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


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Lynnwood, WA
00 As of 0000
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0000000000 000000000
Clermont, FL
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Total Insurance Planning Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Mosaic Insurance Alliance Corporation Lynnwood, WA 00 000000000 -
0000000000 0000000 Corporation Clermont, FL
00000 000000000 Corporation Miami, FL
0000000-0000000 00 Corporation Port Richey, FL 000000000 -
000000 & 000000 00 Corporation Zanesville, OH
You’re viewing 5 of 9 competitors. Get the full list »

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

Size Multiple

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

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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