About MWI Agency
Our Mission And Values
Planning With Clarity, Acting With Certainty
MWI Agency serves executives and retirees who want a
practical plan and steady results. We lead with analysis, then match solutions to goals like predictable income, reduced taxes, and family protection. Clients value our direct style, which make decisions simple and timely.
Meet The Team
Experience That Shows Up In Every Decision
Mike leads retirement strategy after three decades focused on life and disability planning. Shelley supports clients across California and coordinates service as plans move from design to placement. We work with families around Detroit and Oakland County, and with professionals in Los Angeles and Orange County, meeting in person or virtually as needed.
Shelley Martin
Our Carriers And Partners
Why We Place Coverage With Highly Rated Insurers
Financial strength matters when you expect an income promise to last for decades. We work with a select group of top carriers and maintain advanced resource centers access for complex case design. That means clearer underwriting guidance, better product fit, and consistent service long after a policy is issued.
Our Network Of Experts
A Bench Of Specialists When Your Plan Needs Depth
Clients gain coordinated support from an experienced trust attorney, a national leader in pension administration, a senior tax partner and more. This team helps with estate structures, plan documents, and tax planning, especially during transitions like retirement, relocation, or a business sale.
Community And Philosophy
Education First, Always
We publish clear guides, from annuity mechanics to long-term care planning. The goal is confidence, not complexity, so clients can move forward without second-guessing. When questions get nuanced, we bring in the right specialist and keep the conversation focused on results.
Ready To Talk
Take The First Step Today
A short conversation confirms priorities and maps out the next move. Whether you are five years from retirement or already there, we align income, insurance, and timing.
