Insurance Planning & Design Revenue
Insurance • 
Lakewood Ranch, Florida, United States • 1-10 Employees
Insurance Planning & Design revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Insurance Planning & Design
Jacqueline J. Zeh
Director of Sales and Marketing
Company overview
| Headquarters | 6311 Atrium Dr, Suite 206, Bradenton, Florida 34202, US |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Insurance Planning & Design Email Formats
Insurance Planning & Design uses 1 email format. The most common is {first name} (e.g., john@arnoldsanders.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@arnoldsanders.com | 100% |
About Insurance Planning & Design
At Insurance Planning and Design, we provide advanced planning strategies for each of our clients and their unique insurance needs. We have redefined the client experience to give you the comprehensive and specialized service you deserve. At Insurance Planning and Design, we take a holistic approach to understand your unique individual and business assets and lifestyles. We understand our clients complex planning needs require a multi-disciplinary team that draws from financial advisors, attorneys, CPAs, trustees, and in many cases, property and casualty insurance professionals. We work closely with these specialists to understand objectives, weigh different solutions and implement the optimal plan for your unique situation. Let us take your worry away and help build a solid foundation to protect your family.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Insurance Planning & Design has never raised funding before.
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