804.595.1900

Services

At Total Insurance Planning there is a difference between us and other insurance agencies. Our promise is that the customer ALWAYS comes first. You are our customer NOT the insurance company.

JEFF SWANSON Owner - Certified Insurance Counselor (CIC)

Jeff spent 22 years honing his knowledge before opening Total Insurance Planning. He has held the CIC designation for over 20 years. He started the agency because he recognized a void in the number of independent insurance agencies in Chesterfield county. There are plenty of agencies working for State Farm, Allstate & Nationwide but few independent agencies, who’s focus is on the customer NOT the company. Jeff is licensed in Property & Casualty as well as Life & Health Insurance.

Stephanie Angelopulos Health Insurance Specialist

Stephanie has been with the agency from close to the beginning and runs the Health insurance side of the business. She is instrumental in helping our customers navigate the uncertain waters of the new health insurance marketplace. Health insurance needs a person committed to doing just that. It can be involved and complicated. Steph is truly exceptional at health insurance. Stephanie is a licensed Health Insurance agent.

Annemarie Engquist Personal Insurance Specialist

Annemarie has over 10 years experience in Personal Insurance, Auto, Home, Boats, Umbrellas etc. Her focus is to always do what’s in the best interest of her customers. Her strength is her organizational skills and a customer friendly personality. Annemarie is a licensed Property & Casualty agent.

Rona Specht, CISR Commercial Insurance Specialist

Rona has over 20 years in insurance in numerous company and agency positions. Rona handles the agencies Business accounts and is very focused on sweating the details. Rona is a licensed Property & Casualty as well as Life & Health agent.

Ann Marie Luhmann Office Manager

Ann Marie is the office manager and keeps us pointed in the right direction. Her strength is to keep the rest of us working on the right priorities and making sure everything in this fast paced environment gets done in a timely fashion. 

PARTNERS in PROTECTION