Annuities and Life Insurance

Steven J. Gibson 

Principal, CFP® | Plante Moran

As president of Plante Moran Insurance Agency, Steven is known for helping ultra-high-net-worth and family office clients develop and implement financial planning strategies to maximize the leverage of wealth to the next generation as while also addressing the liquidity needs in a crisis plan for both the family and succession of any business interests. With over 20 years of experience, he specializes in estate planning, business succession strategies, and complex life insurance planning by partnering with numerous advisors over many disciplines to bring a cohesive solution to the client’s issues.

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. three business days in advance.  After deadline, you may request to transfer your registration to another individual by emailing dpcepc@navandassoc.com.