Insurance Advisors in Denver, CO
The word “insurance” is not often one that elicits feelings of joy or happiness. The majority of people view their life insurance as a necessary evil – you don’t know when you'll need it, but it's always a good idea to have it. One of the main reasons people think this way is they don't always feel the insurance company has their best interest in mind. At Dodds Wealth, our goal is to change this view by putting you and your needs first.
The Benefits of Working with an Insurance Advisor
When consumers work directly with an insurance company, the corporation and individual insurance agents only have to meet a suitability requirement. This means they only have to provide a policy that works for you. They can, and often do, prioritize profit over finding you the best policy.
Dodds Wealth is a fiduciary wealth management practice. Our financial and insurance advisors don't just want the best for our Denver clients, we have a legal and ethical obligation to act in the best interest of every person we work with. When you work with an insurance review company you will get a policy that is not only cost effective but also considers your individual and changing needs.
The Importance of Annual Insurance Reviews
The problem with most insurance policies is that many people sign up once and continue to pay the premiums without a second thought. While your insurance policy may have been appropriate when you first signed up, if there have been any significant changes in your lifestyle, there's a good chance you no longer have the right coverage.
An annual insurance review is your opportunity to take an in-depth look at your policy and determine whether it is still a good fit. Far too often, people go through major life changes and don't realize the effect these adjustments will have on their insurance needs. This may include:
Marriage
Divorce
Death
Retirement or job change
Home renovation projects, including home security upgrades
Find Out if You Have the Right Coverage
Dodds Wealth has been serving customers in the Denver area since 1991. Our goal is to help you make sure you're covered when you need it the most. We will work with you to create a personalized insurance policy that looks at your individual or family’s needs. Insurance shouldn't be a cause of stress but rather provide you with a sense of security. When you work with us you are working with a passionate team of financial advisors. To learn more about the benefits of an annual insurance review and your financial options, contact us to speak to one of our experienced insurance advisors.