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Insurance

In understanding the complexities, challenges and myriad of products available in the insurance industry, we have a dedicated team who offers expertise and solutions to protect you, your family, or your business. 

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A customized insurance strategy can achieve a range of objectives, such as adding value to your overall wealth management plan, protecting your family, or ensuring the longevity of your business.

Whether it’s reviewing current policies you have through a corporate program or helping you to integrate an insurance solution into your broader wealth management strategy, our team of insurance experts are focused on helping you find the right solution that aligns with your unique situation and long-term goals.

Going beyond the scope of insurance, we also look at your overall financial portfolio and leverage our internal wealth management team to ensure you have a comprehensive, holistic strategy designed specifically for your changing needs.

Plante Moran Insurance Agency is a member of the FINRA. Securities are offered through Valmark Securities, Inc., an unaffiliated securities broker-dealer. Member FINRA and SIPC.

We specialize in

Insurance Thought Leadership

  • Business insurance and planning: Key strategies for owners

    When it comes to business insurance, options abound. Thinking ahead to optimize benefits and outcomes is crucial. Whether for buy/sell, key person, cash, or executive benefits planning, our experts share strategies you may not have thought of.

    Mark Meyers Wealth Management Ronda Davis
    Article February 25, 2021 4 min read
    Businessperson taking a phone call on their cell phone smiling.
  • Is your business qualified for tax-free life insurance payouts?

    Businesses that take out life insurance policies on owners and employees may find the death benefit to be taxable, unless they meet certain requirements at the inception of the policy. Here’s what you need to know. 

    Steven J. Gibson Wealth Management James Minutolo Ronda Davis
    Article February 9, 2021 3 min read
    Businesswoman leaning over a desk gazing out the window to her side.
  • Personal wealth roundtable: 2021 in view
    What does comprehensive wealth management look like in 2021? View our on-demand webinar for a discussion of strategies and planning ideas that will help you become financially well-rounded this year.
    Jim Baird Wealth Management Dawn Jinsky Wealth Management Jeff Watkins Wealth Management Mark Corombos Wealth Management
    Webinar Tuesday, Jan. 12, 2021 45 min watch
    Person walking across a suspension bridge
  • How to create an effective inheritance using life insurance

    Life insurance can be an ideal tool for leaving an inheritance to those you care for — consider it an integral part of your financial and estate plan. Our experts unpack the benefits and how it works.

    Christopher Harper Wealth Management Patrick Serda
    Article January 8, 2021 3 min read
    Elderly man playing with a kid in a living room.

Our Insurance Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.

 

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