Business Details
50+ Years
experience
Your Trusted Partner for Insurance and Estate Planning Solutions
Toler & Toler Insurance has been a trusted name in insurance and estate planning for over 50 years. Founded in 1969, we specialize in wealth preservation, retirement solutions, and comprehensive insurance products tailored to individual and corporate needs. Our strategic alliances with industry leaders like Insurance Designers of America enable us to offer competitive quotes and unparalleled service.We operate exclusively through referrals, maintaining a client-centric approach that prioritizes personalized planning, expert guidance, and long-term financial security. Our team collaborates with legal, accounting, and financial professionals to deliver holistic solutions, ensuring every client receives customized strategies backed by decades of experience and industry expertise.
Services
Life Insurance
Annuities
Disability Insurance
Health Insurance
Estate Planning
Details
- Year established: 1969
Highlights and features
- Over 50 years of experience in insurance and estate planning
- Locally owned and operated in Ohio and West Virginia
- Dedicated team of insurance professionals and industry experts
- 24/7 support for urgent client needs
- Strategic alliances with national insurance providers
Services
Life Insurance
Life insurance provides financial security through tailored coverage options. We offer term, whole, and universal life policies to protect families, businesses, and estates. Our experts help clients select coverage amounts, manage policies, and ensure liquidity for beneficiaries.
Annuities
Annuities ensure steady income during retirement. We specialize in fixed, variable, and indexed annuities, helping clients mitigate longevity risk. Our solutions include tax-deferred growth, guaranteed payouts, and strategies to convert lump sums into reliable cash flow.
Estate Planning
Estate planning secures asset distribution and minimizes tax burdens. We collaborate with attorneys and financial planners to create wills, trusts, and beneficiary designations. Services include incapacity planning, probate avoidance, and intergenerational wealth strategies.
Health Insurance
Health insurance plans cover medical expenses for individuals and businesses. We provide affordable, comprehensive options with transparent deductibles and coverage details. Our team manages policy renewals, claims assistance, and plan comparisons to ensure optimal healthcare protection.
Disability Products
Disability insurance safeguards income against unexpected incapacity. We offer short-term and long-term policies tailored to occupation-specific risks. Our advisors help clients navigate eligibility criteria, benefit structures, and policy integration with overall financial plans.
Questions
What services does Toler & Toler offer?
We provide life insurance, annuities, disability products, health insurance, and estate planning services tailored to individual and corporate needs.
How long has Toler & Toler been in business?
We have served clients for over 50 years, specializing in insurance and estate planning since 1969.
Do you serve clients outside Ohio and West Virginia?
We primarily serve Ohio and West Virginia but collaborate with professionals nationwide through strategic alliances.
How do you approach estate planning?
We work with attorneys and financial planners to create customized estate plans, including wills, trusts, and tax-efficient wealth transfer strategies.
Are your insurance rates competitive?
Yes, our partnerships with national providers and industry expertise ensure competitive pricing and comprehensive coverage options.
Can I get 24/7 support for urgent needs?
Yes, we offer 24/7 support to address urgent insurance and planning concerns promptly.
