Planright is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more.

Planright is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

  • Join us for monthly dinners!

  • Work with mentors who truly want to see you succeed!

  • Hands on paid training!

  • Earn all-expenses paid trips!

  • Turn your work ethic into worth ethic!

  • Flexible schedule

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Ahoskie, NC

Aiken, SC

Albany, GA

Andalusia, AL

Anderson, SC

Auburn, AL

Augusta, GA

Bainbridge, GA

Birmingham, AL

Bowling Green, KY

Charlotte, NC

Chesapeake, VA

Clarksville, TN

Columbia, SC

Columbus, GA

Conway, SC

Darlington, SC

Dawson, GA

Dothan, AL

Dover, TN

Emporia, VA

Enterprise, AL

Eufala, AL

Florence, SC

Frankfort, KY

Franklin, VA

Gastonia, NC

Greenville, AL

Greenville, SC

Hampton, VA

Hinesville, GA

Huntsville, AL

Jackson, TN

Jacksonville, FL

Macon, GA

Madison, FL

Madisonville, KY

Malone, FL

Memphis, TN

Murfreesboro, NC

Myrtle Beach, SC

Newport News, VA

Orlando, FL

Oxford, AL

Paducah, KY

Richmond, VA

Roanoke Rapids, NC

Rock Hill, SC

Savannah, GA

Smithfield, VA

South Suffolk, VA

Spartanburg, AL

Spartanburg, SC

Springfield, TN

Statesboro, GA

Statesboro, NC

Statesville, NC

Tallahassee, FL

Troy, AL

Troy, GA

Valdosta, GA

Virginia Beach, VA

Windsor, VA

Our Team

Meet the team here at Plan Right Financial - Ward Agency

  • Dylan Ward

    Senior Sales Manager

  • Christian Ahlquist

    Sales Manager

  • Sarah Freeman

    Sales Representative