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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.

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Insurance Thought Leadership

  • Life insurance: Update on cancer, diabetes, COVID-19, and marijuana use

    Years ago, certain diseases or marijuana use would have been instant impediments to reasonably priced life insurance. Today’s medical advancements, current actuarial mortality expectations, and evolving social norms have changed that. Here’s what you need to know.

    Christopher Harper Wealth Management Ronda Davis
    Article August 5, 2021 4 min read
    Couple sitting at a kitchen table reviewing information on a notepad.
  • Life insurance valuation: Key factors to consider

    When transferring a life insurance policy, valuation is crucial. But the answer to the question, “What’s the value of my life insurance policy?” isn’t always straightforward or consistent. Consider these factors.

    Steven J. Gibson Wealth Management
    Article August 4, 2021 3 min read
    Business professional working from home using their laptop computer.
  • Insuring your future: Policy reviews may yield surprising results

    After buying a life insurance policy, people often adopt a “set-it-and-forget-it” mindset. But leaving the contract unattended can be a huge mistake. Here’s how to ensure life’s changes don’t leave you with a gap in coverage.

    Christopher Harper Wealth Management Patrick Serda
    Article May 24, 2021 4 min read
    Mom in a kitchen holding up her daughter in the air.
  • Wealth roundtable: Strategies to help you move forward

    When the happenings of the world feel uncertain, questions about your financial well-being are common. View our on-demand webinar where our experts share their best guidance for protecting and growing your wealth in times of uncertainty. 

    Hans Kronsbein Wealth Management Sara Montgomery Wealth Management Steven J. Gibson Wealth Management Amber Terakedis Wealth Management
    Webinar May 18, 2021 45 min watch
    Couple on a sailboat sailing ocean waters.

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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