Plan Right Financial

  • Insurance
  • US
  • 14 employees
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Company Overview

Headquarters
US
Website
planrightins.com
Employees
14
Industry
Insurance
More Details

Financials & Stats

Revenue

$50B

More Financials

Who is Plan Right Financial

Plan Right Financial is an independent marketing organization (IMO) based in the United States. With a small team of three employees, the company has achieved significant success, generating $50 million in annual revenue. Plan Right Financial specializes in providing independent advisory and brokerage services within the insurance marketplace. Their expertise covers a wide range of financial products, including life insurance, health insurance, retirement planning, annuities, Medicare, and senior benefits. They serve clients by acting as their trusted advisor, helping them navigate the complexities of the insurance industry and find the best solutions to meet their individual needs. The company distinguishes itself by its commitment to empowering agents and redefining the industry from within. Plan Right Financial works closely with insurance agents, providing them with the resources and support they need to succeed. To learn more about Plan Right Financial and their services, visit their website at planrightins.com.

Company Leadership

Keith Thomason

Founding Partner

Phone Email

Plan Right Financial Industry Tags

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FAQ

What is the location of Plan Right Financial's headquarters?
The headquarters of Plan Right Financial are situated at US
What is Plan Right Financial's official website?
The official website of Plan Right Financial can be found at planrightins.com.
What is Plan Right Financial's current revenue?
As of August 2023, Plan Right Financial's annual revenue reached $50B.
How many employees does Plan Right Financial currently have?
Plan Right Financial employs approximately 14+ people as of August 2023
Which industries is Plan Right Financial primarily operating in?
Plan Right Financial operates in the following industries: Insurance
Who is the Founding Partner of Plan Right Financial?
Plan Right Financial's Founding Partner is Keith Thomason
What are Plan Right Financial's industry tags?
Plan Right Financial's industry tags include: Insurance

Employee Directory

Key Employees

Cole Thomason

Partner

Phone Email

James Cooper

Sales Manager

Phone Email