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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
Five ideas for managing personal wealth during COVID-19
The COVID-19 pandemic is prompting investors to think about how to best manage personal wealth and finances and to prepare for future crises. We offer five key ideas.
Eric Bowers Wealth Management
Article November 18, 2020 1 min read
Life settlements: Should you sell your life insurance policy?
Mark Meyers Wealth Management
Article November 16, 2020 4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
John Lesser Wealth Management
Article November 11, 2020 4 min read
Create a legacy of giving: Engage family members in your donor advised fund
Dawn Jinsky Wealth Management
Article November 9, 2020 4 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
Plante Moran Financial Advisors named one of Barron’s 2020 Top RIA Firms
Under the esteemed direction of John Lesser and Bob Palmer, PMFA was recognized as one of Barron’s 2020 100 Top RIA Firms.
In The News October 23, 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
1 min read
Preparing your tech company for sale: Key considerations to ensure maximum value
Join Plante Moran and PMCF experts for an on-demand webinar designed to help you position and prepare your technology company for a sale.
Josh White
Webinar November 18, 2020 1 min read
Five critical steps for business owners approaching a sale
David Stahl Wealth Management
Article October 20, 2020 8 min read
Preparing your business for a sale: Five tips to get it right
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

Insurance Thought Leadership

  • Life settlements: Should you sell your life insurance policy?

    As investors search for yield, and current tax laws make life settlements potentially more attractive, this may be a good time to consider selling your life insurance policy. Is a life settlement for you? Here's what you need to know.

    Mark Meyers Wealth Management
    Article November 16, 2020 4 min read
    Elderly couple in the kitchen using a laptop computer while drinking coffee.
  • 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 November 2, 2020 1 min read
    Woman laughing with advisor
  • Whole life insurance: Dividends and current market conditions
    Whole life insurance policies have several advantages. However, dividends aren’t guaranteed, and current market conditions add complexity. Here’s what you should know.
    Steven J. Gibson Wealth Management Ronda Davis
    Article October 28, 2020 3 min read
    Man sitting at a desk, writing something down
  • Buying life insurance? Put the horse before the cart
    Every day, Americans are sold life insurance coverage that’s either unnecessary or unsuitable to their needs. Why? Products are picked based on hypothetical formulas instead of the client’s actual needs. Here’s how an objective third party can help.
    Steven J. Gibson Wealth Management Jaime Eckels Wealth Management
    Article October 20, 2020 4 min read
    A man, woman, and child playing in a yard

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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