Insurance Services

Great Lakes Wealth is a registered insurance agency. As such, we are able to seek out insurance products and solutions from multiple carriers. Thus, reducing cost and increasing coverage for our clients. We believe that insurance needs vary based on where you are in your life, so our approach is to work with our clients to evaluate all of the various exposures and insurance objectives related to each stage of their wealth management plan. Our capabilities include:

Individual Insurance

• Long-Term Care Insurance
  
• Term Life Insurance
  
• Whole Life Insurance
  
• Disability Insurance
  
• Individual Health Insurance
  
• Personal Liability Umbrella Insurance
  
• Homeowners and Automobile Insurance

Business insurance

• Business Buy/Sell Agreement Insurance
  
• Commercial Insurance
  
• Professional Liability Umbrella Insurance
  
• Executive Benefit & Deferred Compensation Insurance Strategies
  
• Estate Planning and Wealth Transfer Insurance Strategies
  
• Charitable Planning Insurance Strategies
  
• Group Health Insurance