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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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When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
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Wealth Management news and events

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John Lesser named one of Barron's "Top 100 Independent Financial Advisors"
Congratulations to our own John Lesser who was named to Barron’s list of America’s “Top 100 Independent Financial Advisors” for the 12th consecutive year. Read more on Barron’s.
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Tax strategies

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How tax reform may affect the value of your company: It’s complicated

Middle-market companies are concerned about how the new tax reform legislation may affect valuations. Here is a summary of the changes that will have the biggest impact.

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Insurance

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.
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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.