Insurance — A Cornerstone to Your Financial Security
The proper insurance strategy can assist you in solving unique needs in your financial situation and help you feel secure about your family’s future. Insurance is an integral, yet often overlooked, component in your estate and succession plan. Plante Moran Insurance Agency's consulting team can assist you in choosing the right life insurance strategy, annuity strategies, and disability insurance strategy and the corresponding policies as part of your overall wealth management strategy.
The proper life insurance policy can help you and your family thrive by providing:
- Liquidity necessary to pay estate taxes
- Cash flow to help increase wealth for your heirs
- Income tax-free returns to you and your family
- Estate and gift tax-free assets
Plante Moran Insurance Agency can provide:
- a comprehensive insurance review - analysis that details how life insurance will impact your personal situation.
- objective advice on the pros and cons of insurance, and education about other available alternatives.
- the reassurance that you are on the right track to your financial goals.
- a sophisticated insurance policy review to show you how you can maximize:
- the use of your premium dollars.
- solve important wealth preservation concerns.
- provide security for the future.
- help to obtain cost-effective insurance to meet your needs by objectively analyzing your existing policies.
- protection of your family by providing the life insurance funding to cover your estate taxes or providing solutions to additional wealth management issues you face today.
As your trusted insurance advisors, we align ourselves with your needs and provide you with a truly customized approach to insurance. For instance, based upon our structure, we are able to provide you with insurance consulting only or provide this service along with the insurance products themselves based on what you prefer. By evaluating your options, we’ll help ensure that you receive insurance benefit tailored to you, helping to enrich your life and your family’s 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.