Life Insurance doesn’t make for great dinner conversation, yet often, it’s amongst the largest assets in our client’s financial portfolio that rarely gets reviewed. People take the time to address life insurance yet leave their policy alone without asking several critical questions. Additionally, they may hold annuities are often classified as expensive and sub-optimized.
DeNovo Advisory Group specializes in actively auditing and managing those contracts while advocating for our clients and their beneficiaries. As independent advisors, our focus is on you, not a product. We will work with your current carrier to advocate for you, your needs, and your beneficiaries as long as an insurance solution makes sense. After going through our PPH Exam to audit your existing policies and your specific needs, we survey the industry landscape to provide you with the most efficient solutions to help you reach your goals, many times in your current policies.
It’s always good to have a life insurance policy, but it’s even better to have an advocate that is making sure the policy is working for you, not the insurance company.