Life insurance reviews go beyond the traditional insurance industry model. They help you determine if your current insurance policies are aligned with your goals and help to create a road map for the future, creating enhanced peace of mind for you and your family. Though we realize insurance may not be top of mind for many, it is imperative to obtain regular insurance policy reviews to ensure you’re continuing to meet the goals you’ve established for yourself. It’s also important to keep in mind that while you have policies in place, those policies may not be performing as well as they could be, making insurance policy reviews that much more important. If you’re not sure where to start, Plante Moran Insurance Agency can help you with all your insurance services
Members of PMIA will counsel you on the type of insurance and the proper amount of insurance you need to support your long-term wealth management strategies. We perform sophisticated analyses through our insurance reviews to determine the best way for you to:
- Minimize your insurance premium
- Solve important wealth preservation concerns
- Provide security for the future
Whether you’re looking to reduce the cost of your existing insurance or thinking of cashing in an existing policy, it pays to seek professional guidance. For people in good health, we’ve found that more than half of the life insurance policies we review can be improved upon. This means you could potentially save on your premiums, increase your benefits (with or without making premium payments), or maybe even stop paying altogether! Along with other investments, life insurance policy reviews should be performed regularly. It’s crucial to have an experienced life insurance consultant review policies annually and conduct comprehensive insurance reviews at least once every three years.
Because we focus on serving our clients, not selling products, you can depend on Plante Moran Insurance Agency's life insurance consultants to help you make good decisions for you, your family, and your future. 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.