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Insurance

Protective Planning Group, LLC, is the insurance arm of the company that offers several products and services to help with your retirement plan. Insurance protects many of your most valuable assets: your home, car, your health and loved ones. Many Americans, however, are unaware of the impact proper insurance planning can have on their retirement.

One of the many areas we focus on helps clients keep their nest egg safe, while offering participation in market growth. Most retirees underestimate the impact big market losses may have on the future of their income.

With the right plan, you can create steady dependable monthly income now, in the future, or whenever you need it most. Let us help you determine which insurance products are right for you.

WE OFFER:




 

  • Fixed annuities
  • Life insurance
  • Long-term care

As independents, we shop the market to find competitive rates and the best solutions available. We also offer complimentary reviews for all of your existing policies.

Investor principal may be lost during the period when withdrawals are subject to surrender charges and/or federal tax penalty. Not all equity indexed annuities offer a minimum guaranteed return. Equity indexed annuities are insurance products and are not considered a security or investment.
Guarantees are based on the claims-paying ability of the issuing insurance company.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.





 

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through EPI Advisors, LLC, a MI Registered Investment Advisor. Insurance products and services are offered through Protective Planning Group, LLC. EPI Advisors, LLC and Protective Planning Group, LLC are affiliated companies. Estate Planning Institute Group, LLC. Protective Planning Group, LLC. All Rights Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EPI Advisors, LLC, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of MI or where otherwise legally permitted. Please note that representatives of the Estate Planning Institute Group, LLC, and its affiliates are not licensed attorneys. Their representatives provide commonly known and generally available information regarding estate planning and do not provide specific legal advice regarding your estate planning needs. The Estate Planning Institute Group, LLC, and its affiliates strongly urge you to seek qualified legal advice from a licensed attorney in your state of residence who limits their practice to estate planning.