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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. 

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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The holistic wealth viewpoint

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Private markets highlights from H1 2017
Three key themes characterized private markets in the first half of 2017: A high level of fundraising; Elevated deal pricing, and; A moderating pace of capital deployment and exits. Find out more from our experts on page 16 of the ACG New York Middle Market Report.
Mark Corombos Wealth Management
Article September 20, 2017 1 min read
September 2017 Market Perspectives
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August 2017 Market Perspectives
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July 2017 Market Perspectives
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Wealth Management news and events

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Plante Moran Wealth Management Celebrates 40 Years
Join us as we celebrate Plante Moran Wealth Management’s 40th anniversary.
Cara Mossington Wealth Management
Article September 25, 2017 2 min read

Tax strategies

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Where angels fear to tread: An essay on tax legislation
Many states are finding that their governments (and voters) aren’t as divided as they are at the federal level. What will this mean going forward?
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Tax reform proposal vague by design?
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Trump Administration outlines tax plan
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Border tax uncertainty highlights range of possible implications
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Blog April 25, 2017 2 min read

Insurance

Shark Fin Charitable Lead Annuity Trust
A Charitable Lead Annuity Trust (CLAT) pays a fixed amount of the trust’s assetsto 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
Collateral reform for reinsurers
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Dealing with the uncertainty of the 3Rs
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Transitioning your business

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Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
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Insurance Thought Leadership

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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.

 

Contact Us

Dawn Jinsky CPA, CFP®, Partner, Leader of Estate and Business Transition Planning