The other certainty
Too often, life insurance is viewed as an afterthought but insurance services can be a significant part of your overall wealth management strategy. Not only can the right insurance program protect your family financially if something should happen to you, it can also help diversify your investment strategy and potentially provide a financial benefit to you and your family during your lifetime.
A different breed of insurance advisor
Our insurance advisors look at your needs and circumstances objectively and help develop a strategy that will bring the most benefit to you. Our insurance team can also provide products, in addition to advice, making Plante Moran Insurance Agency a one-stop-shop for your insurance needs.
Services (and service) centered on you
Whether it’s reviewing current policies you have through a corporate program or helping you to incorporate insurance products into your broader wealth management strategy, Plante Moran’s team of insurance experts is focused on helping clients find the solution that is right for them and supporting them on an ongoing basis with advise, insights, and assistance to make sure your insurance stays in step as your needs evolve and grow. If you are also using Plante Moran’s investment management, trust, estate planning, or business transition services, our insurance team will integrate its knowledge and efforts with the broader team to ensure you have a comprehensive, holistic service package designed specifically for your 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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