Insurance Services

Provided through RSM US Insurance Agency Services LLC

Wealth takes time to accumulate—and that wealth needs to be protected if it is to meet your objectives and those of your family for the long term. An insurance portfolio consultation with our RSM consultants and wealth advisors can help determine your insurance needs and financial goals, and find the right solution for you and your family.

To do this, we review your current needs and goals to determine your requirements for risk protection. Our questions to you might include:

  • Will there be enough liquid assets to pay your debts, medical costs and estate taxes?
  • Do you need insurance for asset protection?
  • How much income will family members need to maintain their standard of living?
  • Will assets have to be sold quickly at depressed prices to raise needed cash?

Working with a licensed insurance agent, we offer a comprehensive review to show you how your current policies are performing. We also help you decide if the coverage is adequate for your current and future needs.

Learn more about how RSM can help you with your insurance needs.

related insights

The IRS says,


The IRS says, "Yes, there is no clawback"

Proposed regulations confirm that tax-free gifts made between 2018-2025 will not end up being taxable after 2025.

Uncertainties in individual income tax and estate planning after TCJA


Uncertainties in individual income tax and estate planning after TCJA

A practical look at how individuals can understand the impact of TCJA on their planning and what steps they might consider in response.


Insurance considerations to address your long-term care needs

Learn key information about long term care events as well as choices one must consider, including funding an insurance product.

Receive our tax newsletters by Email


How can we help with your individual or business taxes?

See more insights >