Michael Insurance Planning

Independent Insurance Agency Serving Warren County, 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 Warren County

Warren County’s Insurance Broker Since 1975

Michael Insurance Planning has been Warren County's trusted independent insurance broker for over 50 years. Founded in Lebanon in 1975 by Jerry W. Michael, CLU, our agency was built on one principle: put the client first.

Today, Jeff Michael continues that legacy, serving over 5,000 clients across Lebanon, Mason, Springboro, Franklin, Middletown, and the greater Cincinnati-Dayton area. As an independent broker, we represent you – shopping 25+ carriers to find the right coverage.

Whether you're a Warren County homeowner, a local business owner, or a family looking for the right health plan, we provide the personal guidance and ongoing support that national call centers simply can't match.

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Local & Personal

Serving Warren County 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 forWarren County Residents & Businesses

As independent agents, we navigate the complex world of insurance for Warren County 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

Warren County's TrustedInsurance Broker

Warren County families and businesses have trusted Michael Insurance Planning since 1975. From our office on North Broadway in Lebanon, we provide personal service and access to 25+ carriers for residents across Lebanon, Mason, Springboro, Franklin, and all of Warren County.

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: What areas of Warren County do you serve?

A: We serve all of Warren County including Lebanon, Mason, Springboro, Franklin, Middletown, South Lebanon, Morrow, Waynesville, Harveysburg, and surrounding communities. We also serve clients in the greater Cincinnati-Dayton area.

Q: Why choose a local Warren County broker over a national company?

A: National companies use call centers and 1-800 numbers. At Michael Insurance Planning, you get a local team who knows Warren County, knows your name, and advocates for you when you need to file a claim. Plus, we shop 25+ carriers – a captive agent can only offer one.

Q: Do you offer business insurance for Warren County companies?

A: Yes! We specialize in helping Warren County small and mid-sized businesses with group health plans, commercial liability, workers' compensation, commercial auto, and more. We design packages that help local businesses compete with larger employers.

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