top of page

About Us

Insurance Planning Services is a locally-owned independent insurance agency serving Calhoun and surrounding counties in Northeast Alabama. We are also licensed in all states and can insure your home or business anywhere. Founded in the mid-seventies, our agency personnel have over 200 years of insurance experience to assist you with your insurance planning and needs.

We are a full-service insurance agency, committed to helping people develop and implement their insurance plans. We offer a wide range of insurance products and services to individuals and business owners (both profit and non-profit).

Our objective is to provide you with sound insurance planning to help you identify your goals and needs. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound insurance program utilizing the following products and services:

  • Personal Lines Insurance: Homeowners, Automobile, Boats, Antique Vehicles, and more.

  • Commercial Lines Insurance: Property, General Liability, Automobile, Bonds, Workers Compensation, Liquor Liability, and more.

  • Employee Benefits: Group Life, Short and Long Term Disability, Dental, Vision, Sections 125, GAP, HSA, and more.

  • Retirement Planning: Group and Individual

  • Life Insurance: Individual

  • Disability Insurance: Group

All of our personnel have extensive personal and professional experience. Many hold various professional designations and are qualified and licensed to sell a variety of insurance products. We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your insurance needs and participate in the management of your program. One of the benefits of working with us is our ability to provide clear, easily understood explanations of insurance products and services. The personalized program that we can provide is a roadmap to working toward a well-planned insurance program.

We look forward to using our expertise to help you pursue your insurance plan!

bottom of page