Ohio Insurance Plan

At Ohio Insurance Plan, we strive to provide valuable information, personalized service and competitive quotes to individuals and businesses in Ohio.

Monday thru Friday 8:30 - 5:00 EST

Featured Products

Health & Medicine
Life and Health Insurance We use many of the top rated insurance companies to provide life and health insurance coverage for individuals and businesses.
Medicare Supplements and Long Term Care We provide very competitive quotes on Medicare supplement plans, part D prescription drug coverage as well as long term care insurance to Ohio residents.
Legal & Financial
Annuity Policies We offer annuity policies for saving, investing and income generating purposes.
IRA Rollovers We assist clients with IRA, 401(k) and 403(b) rollovers as well as implementing beneficial and stretch IRA accounts.

Insurance Products

We offer a wide array of insurance products for Ohio families, individuals and businesses. In the annuity market, we provide fixed annuities, equity-indexed annuities and immediate annuities. We also offer annuity polices for structured settlement purposes.

We are licensed with many of the leading insurance companies in order to provide competitive rates on health insurance, life insurance, disability insurance and long term care policies. We also make vision and dental plans available through many of these carriers.

Ohio Business Insurance

In the business marketplace, we offer group benefits, employee benefits and business succession planning. Our group offerings include life, health, disability and long term care insurance along with Medicare supplements, vision and dental plans. We offer 403b group retirement accounts, deferred compensation packages and key employee coverage.

Ohio Senior Insurance

In the senior market, we offer Medicare supplement plans and Medicare part D prescription drug coverage. We have hybrid and traditional long term care coverage policies available and life insurance products designed specifically for tax free wealth transfer to beneficiaries. We also employ innovative insurance products for Medicaid planning and qualification.

Preservation Strategies and Estate Taxes

We specialize in asset protection and preservation by using unique products with a history of safety and security. Our independent agents focus on wealth management, estate growth and efficient asset transfer for individuals and families. We account for inheritance taxes, estate taxes and probate issues in order to maintain and/or increase estate distribution at settlement.

Retirement Planning

Our representatives help individuals and businesses create individual retirement accounts such as Roth IRA’s, SEP’s, TSA accounts and 403(b) plans for personal or business purposes. We also manage IRA rollovers and 401(k) rollovers upon separation from an employer or reaching retirement age. For beneficiaries of retirement accounts, we create and manage beneficial IRA accounts.

Charitable Giving

We work with families and individuals looking to bequeath assets to charitable organizations both large and small. We contract with highly rated, reputable insurance companies to offer charitable gift annuity policies or life insurance policies made payable to a favorite charity.

Legal Referrals

We have also networked with a large attorney group for more advanced estate planning cases. They offer our clients irrevocable life insurance trusts, living trusts, power of attorney documents and simple wills as well as additional legal services such as probate avoidance and Medicaid planning.