Business Details
48 Years
experience
Your Trusted Partner for Insurance Solutions
Turner Insurance & Financial has been a trusted name in the insurance and financial planning industry since its founding in 1978. Established by Robert "Bob" Turner Sr., our firm has grown from a local operation into a multi-generational business serving clients across Mississippi and the broader Southeast region. Our team combines decades of industry experience with a personalized approach to help both individuals and businesses navigate complex insurance and retirement planning needs. In 2023, Robert "Rob" Turner Jr. acquired the company, continuing the family legacy that now extends to its third generation with Caroline Turner joining the team. We specialize in creating tailored solutions that address unique client circumstances, offering expertise in health insurance, disability income protection, life insurance, and comprehensive retirement planning strategies.Our commitment to community values and client-centered service remains at the core of our operations, supported by our extensive knowledge of state-specific regulations and national financial products. With professionals licensed in multiple states, we provide the local insight clients expect while maintaining the professional standards required for complex financial planning. Our approach emphasizes transparency, long-term relationships, and ongoing support to help clients achieve their financial security goals.
Services
Health Insurance
Life Insurance
Retirement Planning
Disability Income Insurance
Dental Insurance
Vision Insurance
401(k) Plans
SEP IRA Plans
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of experience in insurance and retirement planning
- Our family-owned business maintains personalized client relationships
- We provide multi-generational expertise with three active family members
- Our team holds professional certifications including CPFA designation
- We serve clients across five Southern states with local knowledge
Services
Health Insurance
We provide comprehensive health insurance solutions for individuals and businesses. Our offerings include short-term health plans and long-term coverage options tailored to meet diverse medical needs. Our experienced team helps clients navigate plan selections, understand coverage details, and secure appropriate protection for their healthcare requirements.
Retirement Planning
Our retirement planning services help clients prepare for financial security in their later years. We offer expertise in 401(k) plans, SEP IRA accounts, and other retirement vehicles. Our professionals work closely with clients to develop personalized strategies that align with their long-term financial goals and risk tolerance levels.
Life Insurance
We offer various life insurance products to protect families and businesses. Our solutions include term life and permanent coverage options designed to meet different financial protection needs. Our advisors help clients understand policy features, determine appropriate coverage amounts, and select plans that align with their estate planning objectives.
Disability Income Insurance
Our disability income insurance solutions protect against income loss from unexpected disabilities. We provide both short-term and long-term coverage options tailored to individual and business needs. Our specialists help clients understand policy terms, benefit periods, and elimination periods to ensure appropriate financial protection.
401(k) Plans
We assist businesses in implementing and managing 401(k) retirement plans. Our services cover both traditional and Safe Harbor options, including plan design, administration, and investment selection. Our team helps employers establish retirement benefits that attract talent while meeting regulatory requirements.
People
Robert D. Turner Sr.
Founder
With over 45 years in the industry, Bob established the firm in 1978 and continues to provide guidance. His extensive experience in insurance and financial planning forms the foundation of our company's values and service approach.
Robert D. Turner Jr.
CPFA, Owner
Rob joined the business in 2013 and acquired ownership in 2023. As a Certified Plan Fiduciary Advisor, he specializes in retirement planning solutions and continues the family tradition of personalized client service.
Caroline Turner
Licensed Agent
Caroline represents the third generation of the Turner family in this business. Licensed in Mississippi, she graduated from the University of Southern Mississippi with a business degree and works closely with clients on insurance solutions.
Questions
What insurance products do you offer?
We offer health, life, disability, dental, vision, and long-term care insurance for individuals and businesses.
Do you provide retirement planning services?
Yes, we specialize in 401(k) plans, SEP IRAs, and other retirement planning solutions for individuals and businesses.
Which states do you serve?
We serve clients in Mississippi, Alabama, Arkansas, Louisiana, and Tennessee with licensed professionals.
Is your firm family-owned?
Yes, we're a family-owned business operating since 1978, now in our third generation of service.
