Michael Insurance Planning

Independent Insurance Agency Serving Mason, Ohio – Auto, Home, Business & Health Coverage

Local Service
National Market
Employer BenefitsIndividual HealthHome & AutoBusiness Liability
50+
Years Experience
5,000+
Clients Protected
25+
Insurance Carriers
Michael Insurance Planning office serving Mason

Trusted by Mason Families Since 1975

Michael Insurance Planning has been a trusted partner for Mason, Ohio families and businesses for over 50 years. Located just minutes away in Lebanon, our agency provides the personal, face-to-face service that Mason residents deserve – not a 1-800 number.

As an independent broker, we work for you – not any single insurance company. We shop 25+ carriers to find Mason homeowners, drivers, and business owners the best coverage at the best price.

Whether you need auto insurance for your commute on I-71, home coverage for your Mason property, or group health plans for your Kings Mills business, Jeff Michael and our team are here to help.

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Local & Personal

Serving Mason from our Lebanon office since 1975 – your neighbors, not a call center.

Client-Focused

Over 5,000 Warren County families trust us with their insurance needs.

Independent Broker

Access to 25+ carriers means we find you the best coverage at the best price.

CFP® Certified

Certified Financial Planner issued by the Certified Financial Planner Board of Standards.

Insurance Services forMason Residents & Businesses

As independent agents, we navigate the complex world of insurance for Mason families and businesses, tailoring coverage through 25+ quality carriers to meet your specific needs.

Employer Sponsored Medical Insurance

  • Group Health Plans
  • Dental & Vision
  • Life & Disability
  • FSA & HSA
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Individual Health Insurance

  • Individual & Family
  • Dental & Vision
  • Health Savings
  • Prescription Plans
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Business Liability Insurance

  • General Liability
  • Professional Liability
  • Workers' Comp
  • Property Insurance
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Commercial Auto Insurance

  • Fleet Coverage
  • Commercial Vehicles
  • Collision & Comprehensive
  • Liability Coverage
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Home Insurance

  • Property Protection
  • Personal Property
  • Liability Coverage
  • Additional Expenses
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Personal Auto Insurance

  • Collision & Comprehensive
  • Liability Coverage
  • Road Trouble Service
  • Gap Coverage
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Bonds

  • SR-22 Bonds
  • License & Permit
  • Contract Bonds
  • Guardianship
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Life Insurance

  • Term Life
  • Whole Life
  • Family Protection
  • Business Continuation
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Why Choose Us

Mason's TrustedInsurance Broker

Mason families and businesses deserve an insurance broker who puts them first. Michael Insurance Planning has served the Mason community from our Lebanon office since 1975, providing face-to-face guidance and access to 25+ carriers for the best coverage at the best price.

CFP® Certified Professional
One point of contact
Access to 25+ insurance carriers
Over 5,000 satisfied customers
Independent broker representing YOU
Local service since 1975
Licensed across all insurance lines
Annual coverage reviews
Frequently Asked Questions

Q: Do you have an office in Mason?

A: Our office is located at 526 North Broadway in Lebanon, just a short drive from Mason. We serve Mason families and businesses with the same personal, face-to-face service we're known for throughout Warren County.

Q: Can you insure my Mason home and auto together?

A: Absolutely! Bundling your home and auto insurance is one of the best ways to save. As an independent broker with 25+ carriers, we can find you the best bundle rate – often saving Mason homeowners hundreds per year.

Q: Do you work with Mason businesses?

A: Yes! We specialize in helping small and mid-sized businesses in Mason and the Kings Mills area. From group health plans to commercial liability and commercial auto, we design coverage that helps you compete for talent while managing costs.

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