Mound Agency of Ohio Inc

Mound Agency of Ohio Inc Since 1994 the Mound Agency has been serving insurance professionals with a variety of solutions to “make life easier” for their customers.

Our staff is committee to providing experience and attentive customer service.

09/01/2026

It’s official — our new Mound Agency website is LIVE!

We’ve been working on this one for a while, and I’m so excited to finally share it.

Our goal was to create a website that feels more like Mound: welcoming, straightforward, easy to use, and focused on helping the agents we work with every day.

We gave the entire site a fresh look, made it easier to find information and resources, and added more about the products and carriers we work with.

A lot may be changing and growing around here, but one thing isn’t: we believe relationships still matter. You should be able to call us, ask a question, get a real person, and know we’re here to help.

I’d love for you to take a look around. And if you spot something you love or something we can make even better, please let me know.

🌐 www.moundagency.com

Earn an extra $500 when you place your first 5 PL Promise Term or PL Promise GUL policies, then receive $100 for every a...
08/03/2026

Earn an extra $500 when you place your first 5 PL Promise Term or PL Promise GUL policies, then receive $100 for every additional paid case. Applications must be submitted by December 31, 2026, and placed by February 28, 2027. Advisors can even qualify by writing policies on themselves if eligible.

And there's even more good news! Effective July 20, 2026, PL Promise Term has been repriced to deliver even more competitive rates, making it a great time to revisit past quotes, connect with new clients, and write more business while earning additional incentive dollars.

Contact Mound Agency for more information!

Understanding retirement income products is the first step in creating your retirement income plan. If this last month g...
07/03/2026

Understanding retirement income products is the first step in creating your retirement income plan. If this last month gave you more awareness around annuities, let’s build on it. I’m here to help you explore your options, translate that insight into action and build a retirement income strategy that aligns with your goals.

Let’s get started today!

Happy Fourth of July!!!!
07/02/2026

Happy Fourth of July!!!!

You’ve explored the basics—now let’s go deeper. Different annuity features can help shape a plan that may align with you...
07/02/2026

You’ve explored the basics—now let’s go deeper. Different annuity features can help shape a plan that may align with your goals, your timeline and your lifestyle. I can help you break down those options and understand how each one fits into your bigger financial picture.

Annuity Awareness Month has ended, but your planning doesn’t have to. With a stronger understanding of how annuities sup...
07/01/2026

Annuity Awareness Month has ended, but your planning doesn’t have to. With a stronger understanding of how annuities support income in retirement. I can help you shape it into a strategy that fits your life, your goals and the future you envision. Understanding your options is the first step; turning them into a plan that works for you is the next.

If you’re ready to move from awareness to action, I’m here to help you take that step.

As Annuity Awareness Month comes to a close, the conversation doesn’t have to. Now that you’ve got a stronger grasp on h...
06/30/2026

As Annuity Awareness Month comes to a close, the conversation doesn’t have to. Now that you’ve got a stronger grasp on how annuities can support income in retirement this is the perfect moment to keep moving forward.

Understanding your options is important, so let’s continue exploring them and continue to drive progress.

As Annuity Awareness Month winds down, you may have gained a clearer picture of how annuities work, how they can support...
06/29/2026

As Annuity Awareness Month winds down, you may have gained a clearer picture of how annuities work, how they can support income in retirement and which product features you may want included in your retirement income plan.

Let’s start by breaking down your options, showing how they fit into your bigger financial picture and shaping it all into a plan that works in the real world, not just on paper. Good information is the starting point, but the right guidance is what turns it into progress.

If you'd like to continue building on the momentum this month, I’m here to help you take the next step.

As Annuity Awareness Month wraps up, let’s look back at we’ve covered—how annuities work, how they can support a retirem...
06/26/2026

As Annuity Awareness Month wraps up, let’s look back at we’ve covered—how annuities work, how they can support a retirement income strategy, and the different types and features. The more you understand, the more empowered you are to make decisions that support your goals.

Here’s the good news: you don’t have to navigate it alone. I’m here to help you build out your retirement income plan—breaking down your options, answering questions and shaping all that information into a real, workable plan that fits your goals. Strong planning starts with good information and it gets even stronger with the right guidance behind it.

Let’s keep the conversation going, contact me today to help you take the next step.

When exploring fixed index annuities, it’s worth taking a closer look at the optional riders available. • Guaranteed lif...
06/25/2026

When exploring fixed index annuities, it’s worth taking a closer look at the optional riders available.

• Guaranteed lifetime income riders—provides income in retirement.
• Enhanced withdrawal benefit riders—may allow higher withdrawals.
• Accumulation or bonus riders—can increase the benefit base which is the value used to calculate certain income benefits. It isn’t a cash value, but it helps determine the amount of guaranteed income the rider may provide in the future.
• Chronic illness or LTC-type riders—access to funds if certain health criteria are met.
• Death benefit enhancement riders—can increase the amount passed to beneficiaries. • Return-of-premium riders—may return premiums paid, per terms.

Each rider comes with its own rules, costs and considerations. Understanding how they work can help you decide whether they align with your retirement income goals.

If you’d like to review which features matter most for your situation, I’m here to walk through the details with you.

Address

102 W. Main Street
Shelby, OH
44875

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18005375568

Website

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