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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
60 min watch
Wealth Management Pinnacle Virtual Series: Economic commentary and planning opportunities

The spread of COVID-19, increased market volatility, and new legislation have introduced factors that could impact your financial plan. Wondering how to navigate in these times? Join our webinar to learn more.

Jim Baird Wealth Management
Webinar April 10, 2020 | 1:00 - 2:00 p.m. EDT 60 min watch Upcoming

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

Wealth Management news and events

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1 min read
Don’t just give — give smarter
While the Tax Cuts and Jobs Act reduced incentives around charitable giving, changing your tax strategy can still help your favorite charity and reduce your personal tax bill. Jaime Eckels explains how via Kiplinger.
Jaime Eckels Wealth Management
Article February 13, 2020 1 min read

Business transition planning

man looking out window at a mountain
4 min read
Succession planning: The C-suite guide for low-risk leadership transitions
Don’t have a formal succession plan? You’re overdue, but in good company — a recent study showed only 8% of businesses had a comprehensive program. This guide will get you up to speed on how to start planning for a business transition.
Stan Hannah
Article March 13, 2020 4 min read
The four myths of succession planning: Are they holding you back?
Stan Hannah
Article February 27, 2020 3 min read
Want to reward staff? Consider a nonqualified deferred compensation plan
Katie Redle Wealth Management
Article February 24, 2020 5 min read
Shirtsleeves to shirtsleeves: Breaking the family business cycle
Dawn Jinsky Wealth Management
Article February 5, 2020 3 min read

Insurance Thought Leadership

  • SECURE Act: Life insurance can offer new tax benefits
    Passage of the SECURE Act means life insurance may offer new tax benefits for many individuals. Learn more about why — and how to use it as a planning tool.
    Christopher Harper Wealth Management
    Article February 18, 2020 2 min read
    Two men sitting at a table talking
  • Interest rates are low: Review your life insurance and annuities now
    A low interest rate environment and recent market volatility have caused insurance companies to reduce benefits and raise costs. What should you do — and not do — when interest rates are low? We take a look at some options for life insurance and annuities.
    Mark Meyers Wealth Management Patrick Serda Ronda Davis
    Article February 14, 2020 3 min read
    Multiple people sitting at a table looking at a tablet
  • Shark Fin Charitable Lead Annuity Trust
    A Charitable Lead Annuity Trust (CLAT) pays a fixed amount of the trust’s assets to a qualified charitable organization for a specific number of years or for the life of the donor. At the end of the term, the trust’s principal is paid to the grantor,family members, or other non-charitable remainder persons.
    Article October 31, 2016 1 min read
    Woman laughing with advisor

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.