Michigan Planners

People Focused. Technology Backed.
59259 Van Dyke
Washington, MI 48094
Verified Badge Vertical

Verification Period: January 02, 2018 – January 02, 2019

Michigan Planners is a Verified Member of SHRM Broker Finder and attests they are compliant in our standards for:
  • Licensing
  • Insurance
  • Transparency
  • Completeness and Accuracy
  • Security

Practice Areas

  •  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

  • Timeliness,
  • 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

Areas of Special Focus

  • Compliance
  • Employee Communications
  • Onsite Clinics
  • Private Exchanges
  • Rx Carveouts
  • Self Funded Plans
  • Supplemental Benefits
  • Technology

Areas Served by Michigan Planners

  • Michigan

Team at Michigan Planners

John’s obsession with details sets the firm's tone for client excellence.

John DiLorenzo

CEO (Chief Entertainment Officer)

Down-to-earth and friendly, Mike lays the groundwork for being honest and reliable.

Mike DiLorenzo

COO (Chief of Outdoor Operations)

Matthew's methodical demeanor and actuarial training proves valuable for client planning.

Matthew Cole

Vice President of Client Strategy

Kurt's personal attention to needs and superb follow-up is relied upon by many.

Kurt Swartz

Manager of Northern Michigan Expansion

The firm continues to meet and exceed benchmarks with Tracey’s guidance and planning.

Tracey Hilliker

Internal Operations Leader

Stacy leads account managers in achieving client confidence and creating customer evangelists.

Stacy Kent

Internal Operations Leader

In Jerry’s eyes, employee engagement is a critical component of a healthy retirement program.

Jerry Shiner

Vice President of Retirement Services

Michigan Planners Verified Reviews

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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.


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