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MD Planning Group, LLC

For more information, visit our website.

MD Planning Group is dedicated to meeting the insurance, employee benefits, retirement planning, and investment needs of you and your company. Understanding the financial challenges of building and maintaining a successful corporation is our business. Our goal is to provide you with innovative financial services solutions so that you can focus on your primary goal of becoming personally and professionally successful. We protect you with long-term care, disability, and life insurance. Save time and money with employee benefits solutions like group health, disability insurance, and pension programs. Get access to institutional money managers with low fees from our investment advisory services.

Our goal is to provide you with innovative financial services solutions so that you can focus on your primary goal of becoming personally and professionally successful.

Our Company Mission

  • To provide financial information, counseling, and product resources to members of the corporate community and their families.
  • To focus exclusively on the corporate community in order to gain unique insight into special needs of professionals and their families to identify and/or develop proprietary products specifically tailored to their unique situations.
  • To provide our clients with the most up-to-date information available regarding financial services and insurance products and to assist them in making the most informed decisions possible.
  • Where the purchase of a financial product is indicated, to research carefully the marketplace and make available the product or products best suited to the client's needs considering specifics of the product as well as the financial stability of the under lying carrier.

Our Services


Accounts Receivable Factoring Directors and Officers Insurance
Accounts Receivable Protection Disability Insurance
Benefits Analysis & Products ERISA/Pension Bonds
Business Insurance Home Loans (100% Financing
Business Overhead Expense Coverage Home and Auto Insurance
Cafeteria (SEC 125) Plans Individually Managed Accounts
Captive Insurance Structures International Insurance Products
Commercial Insurances Life Insurance Products
Comprehensive Estate Planning Life Settlements
Comprehensive Financial Planning Long Term Care Insurance
Deferred Compensation Planning Medical Malpractice Insurance & Cost Reduction Strategies
Direct Participation Investments Non-Profit Deferred Compensation
Payroll Services Retirement Plan Analysis
Practice Formation Retirement Plan Implementation
Primary Residence Protection Structures Section 1031 Property Exchange
Property and Casualty Coverage Structured Settlements
Umbrella Coverage

For AIH Advantage Program information on these products, please contact BJ Jones at the phone or e-mail listed below.

Company MD Planning, LLC
Phone 252-514-0057
Website www.MDplanning.net
Name BJ Jones
Email bj@aihinc.com