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BBB Accredited Business since

Planned Equity Corp.

Phone: (513) 871-0670 Fax: (513) 871-0980 3411 Michigan Ave  Ste 3, Cincinnati, OH 45208

BBB Business Reviews may not be reproduced for sales or promotional purposes.


This business offers personal financial analysis and employee benefits services.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Planned Equity Corp. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Industry Ratings Comparison | Chart

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Planned Equity Corp.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: September 15, 1987 Business started: 01/01/1969 in OH
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Ohio Department of Insurance
50 W. Town Street, Third Floor Suite 300, Columbus OH 43215
Phone Number: 800-686-1526

Type of Entity

Sole Proprietorship

Business Management
Mr. Ernie Franz, President
Contact Information
Principal: Mr. Ernie Franz, President
Business Category

Insurance - Employee Benefits Insurance Agency

Products & Services

Planned Equity Corp. sells the following brand(s): Assurity Life for protection of your income and critical illness insurance, Genworth Life for traditional LTC insurance, Lafayette Life of the Western and Southern Financial Group for Wealth Building Cornerstones, State Life of the One America Group for LTC Asset Care

Planned Equity Corp. offers the following product(s): Long Term Care - Asset Care- Great if you desire no rate increases and guarantees, Wealth Building Cornerstones Service- Allows clients to maximize retirement income

Method(s) of Payment
Checks or automatic monthly deductions from your checking account for the LEAP-WIM- WBC Service . The Asset Care can accept  checks or transfers from Tax Qualified Accounts like IRA's or  401(k)'s  or Non- Qualified Annuities. Voluntary Benefit plans can be paid by employers or via payroll deduction by employees
Refund and Exchange Policy
Most products have 30 day free look
Industry Tips
Insurance (General Information)
Industry Ratings Comparison Chart X
Same Relative Size   All Businesses
The information in the chart below represents an industry ratings comparison of businesses which are of the same relative size or for all businesses (see toggle). This is based on BBB's database of businesses located in the Cincinnati Area, Southern Ohio, Northern Kentucky, Southeastern Indiana. Businesses may engage in more than one type of business.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.