Insurance Services as a Wealth Advisory Niche
Lakeland Insurance Services, LLC was established in 2018 as an essential sister company to Lakeland Investor Services, Inc., a Registered Investment Advisor. Founder, President and career agent Mark W. Petro foresaw the need to establish Lakeland Insurance Services to address the critical insurance-based aspects of wealth advisory services to Lakeland’s growing client base throughout Western Pennsylvania and regionally.
Insurance plays a critical role in a family’s overall wealth picture -- Annuities fill a retirement income planning need. Life Insurance protects lifetime earnings, debt/mortgage management, and higher education plans for families, and has numerous critical applications for business ownership as well. Medicare Insurance (including Medicare Parts A, B, C, and D) supplements Medicare, a health benefits program for U.S. Citizens (or permanent residents who meet certain work history requirements) age 65 and older, or those under 65 with certain disabilities, and becomes a critical aspect of overall “financial” wellness for those Medicare eligible families.
Lakeland’s extensive wealth advisory experience with families and family-based businesses provides a unique approach to solving insurance-based needs. Lakeland’s ability to come alongside the firm’s client families and businesses to assess their overall financial wellness across the broad spectrum of financial realities each client faces, now and into the future, then recommending intelligent and affordable insurance-based solutions, provides the firm’s clients with peace of mind towards enjoying their livelihoods with greater financial certainty. Toward its most refined ambition as a provider of insurance-based solutions, Lakeland does the hard work for you so you can relax, prosper, and enjoy your golden sunset years with financial integrity.
