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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

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
2020 Wealth Management Virtual Summit
The 2020 Wealth Management Virtual Summit features timely expert commentary, panel discussions, and a must-see keynote address. Let’s reach new heights together.
Event October 20, 2020 1 min read Upcoming
Patience and prudence: How to approach investment decisions in uncertain times
Jim Baird Wealth Management
Article September 9, 2020 1 min read
Preparing your business for a sale: Five tips to get it right
Joe Wagner
Article September 4, 2020 6 min read
The one piece of financial advice growing families need to heed
Jaime Eckels Wealth Management
Article August 20, 2020 1 min read

Unsure how the COVID-19 crisis impacts your financial future? We can help.

Wealth Management news and events

Wealth Management News and Events image
1 min read
PMFA named a top 20 RIA firm by Financial Advisor Magazine
Of more than 500 registered investment advisor firms, Plante Moran Financial Advisors ranked 17th.
In The News August 27, 2020 1 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Business transition planning

man looking out window at a mountain
6 min read
Preparing your business for a sale: Five tips to get it right

You’ve worked hard to build a successful business and you’re proud of where it’s at today, but you’re thinking about moving on. Here are five tips to sell at the best price and terms.

Joe Wagner
Article September 4, 2020 6 min read
Selling your business? Start with your personal finances
Kevin Benson Wealth Management
Article August 18, 2020 7 min read
The four myths of succession planning: Are they holding you back?
Stan Hannah
Article February 27, 2020 3 min read

Related Events

  • 2020 Wealth Management Virtual Summit
    The 2020 Wealth Management Virtual Summit features timely expert commentary, panel discussions, and a must-see keynote address. Let’s reach new heights together.
    Event October 20, 2020 Upcoming
    Virtual summit graphic

Insurance Thought Leadership

  • Are annuities a good choice for you?

    While annuities are a somewhat controversial financial product, they may be a useful tool in certain circumstances. Here are a few considerations to help you assess if they’re right for you.

    Christopher Harper Wealth Management Patrick Serda
    Article July 24, 2020 2 min read
    Man sitting at a modern glass kitchen table looking out the window.
  • Steven J. Gibson named President of Plante Moran Insurance Agency

    Plante Moran is pleased to announce that Steven J. Gibson has been named President of Plante Moran Insurance Agency. 

    Steven J. Gibson Wealth Management
    Press Release July 22, 2020 1 min read
    Close up photo of sparkler fireworks going off inside of a glass jar.
  • Life insurance: Getting coverage in the age of a global pandemic

    Social distancing requirements and COVID-19-related policy restrictions have created obstacles to getting life insurance. Here’s what you need to know to get your application past the finish line.

    Steven J. Gibson Wealth Management Mark Meyers Wealth Management Ronda Davis
    Article May 18, 2020 2 min read
    A man and woman sitting at a desktop computer in a personal office looking at the monitor screen.
  • The CARES Act impact on retirement plans for plan sponsors

    The CARES Act gave retirement plan participants expanded access to their retirement funds, including a penalty-free, Coronavirus-related distribution up to $100,000 and expanded loan options. Here’s what plan sponsors and administrators need to know to participate in the programs.

    Laura Taylor Theresa Banka Lindy Beldyga Preston Ridinger
    Article May 18, 2020 4 min read
    Young businesswoman reading about the CARES Act on a tablet hand-held device.

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.

 

COVID-19: Navigate uncertainty. Find peace of mind.

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