Insurance Planning Advisors in Colorado Springs
How much has your life changed in the past year?
No matter what type of changes you have experienced recently, odds are those changes will most likely impact your insurance needs. Taking the time to account for those needs properly is critical to ensure that you have the right insurance coverage. Dodds Wealth is here to provide an objective view of your current insurance policies and make sure they are up to date.
One of the best ways to ensure that your insurance policies are working for you is to schedule an annual insurance review with an insurance planning advisor. By working with an advisor, you can ensure that your insurance policy is meeting the needs of you and your family.
Many life changes can impact your insurance needs, but the following scenarios are some of the most common ones are overlooked without an annual insurance review.
Changing Family Situations (Marriage, Divorce, Children)
Retirement or Job Change
Adjusting for Changes in Wealth
Schedule an Annual Insurance Review
Insurance companies and their agents are only required to meet a suitability requirement, but they are not required to provide you with the best options that make the most financial sense for your situation. Dodds Wealth is a fiduciary wealth management practice, meaning we have a legal and ethical obligation to act in your best interest.
Insurance shouldn't be stressful. It should be reassuring. Working with insurance planning advisors will allow you to ensure your policies are both cost effective and consider your changing needs. Contact us today to learn more about the benefits of an annual insurance review and review your financial options. Our experienced insurance planning advisors in Colorado Springs are ready to help you create a personalized insurance policy for your needs!