Verification Period: January 02, 2018 – January 02, 2019
- Completeness and Accuracy
- Benefit Administration Solutions
- Executive Benefits
- Group Health Insurance
- Human Resources Solutions
- Retirement Plans
- Voluntary Benefits
- Consumerism Solutions
Michigan Planners Overview
In 1962, Michigan Planners was born as an independent life insurance agency. Tony DiLorenzo founded the company with a driven spirt, friendly personality, and solid work ethic. Over the years, the firm has flourished into a full-service employee benefits firm, serving more than 255 clients. It stands strong in existence today!
The firm is staffed with 25 employees, spread across two Michigan locations (Washington Township and Traverse City). Led by Tony’s two sons, John DiLorenzo and Mike DiLorenzo, the service platform is based on the original founder’s belief in hard work and personal attention.
The group health and retirement divisions have experienced consistent year over-year growth, attributable to
- Personal Attention,
- Progressive Partnerships,
- Relevant Service Offerings, and
- Aggressive Carrier Negotiation.
It is management’s belief that being slightly overstaffed is always preferred over the alternative, in order to maintain excellent customer response time, allow for proper cross training, and provide team members ample time for family priorities.
Michigan Planners Affiliations
For nearly seven decades, SHRM has been the leading provider of resources serving the needs of HR professionals and advancing the practice of human resource management. SHRM has more than 575 affiliated chapters within the United States.
The Greater Romeo Washington Chamber of Commerce is a voluntary partnership of business and professional people working together to build a healthy economy.
The Michigan Food and Beverage Association provides exceptional member service, on-going education, advocacy and business solutions for small and medium-sized businesses in Michigan.
The Michigan Municipal League is dedicated to making Michigan’s communities better by thoughtfully innovating programs, energetically connecting ideas and people, actively serving members with resources and services, and passionately inspiring positive change for Michigan’s greatest centers of potential: its communities.
The National Association of Health Underwriters represents more than 100,000 licensed health insurance agents, brokers, general agents, consultants and benefit professionals through more than 200 chapters across America. NAHU members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. Every day, NAHU members work to obtain insurance for clients who are struggling to balance their desire to purchase high-quality and comprehensive health coverage with the reality of rapidly escalating medical care costs. As such, one of NAHU's primary goals is to do everything to promote access to affordable health insurance coverage.
The Traverse Area Human Resource Association (TAHRA) is a Society for Human Resource Management Chapter Affiliate based in Traverse City, Michigan. TAHRA has been a valuable resource for our region’s human resource professionals, employers, and workforce for over three decades. We have over 120 members that are actively engaged in fulfilling the mission of the organization.
Areas of Special Focus
- Employee Communications
- Onsite Clinics
- Private Exchanges
- Rx Carveouts
- Self Funded Plans
- Supplemental Benefits
Areas Served by Michigan Planners
Team at Michigan Planners
John’s obsession with details sets the firm's tone for client excellence.
Down-to-earth and friendly, Mike lays the groundwork for being honest and reliable.
COO (Chief of Outdoor Operations)
Matthew's methodical demeanor and actuarial training proves valuable for client planning.
Vice President of Client Strategy
Kurt's personal attention to needs and superb follow-up is relied upon by many.
Manager of Northern Michigan Expansion
The firm continues to meet and exceed benchmarks with Tracey’s guidance and planning.
Internal Operations Leader
Stacy leads account managers in achieving client confidence and creating customer evangelists.
Internal Operations Leader
In Jerry’s eyes, employee engagement is a critical component of a healthy retirement program.
Vice President of Retirement Services
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About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.