An insurance advisor alongside the financial plan.
When a client’s assets, household, or priorities change, give their insurance questions a point person.
Become a partnerA plan for their life
Home
A purchase or a move
Family
A different set of needs
Assets
A new vehicle or property
Insurance questions → Truvo
Carrier and product availability varies by state and customer.
The next question may be about protection.
Household reviews surface coverage questions alongside financial decisions. An insurance referral gives those questions a dedicated contact.
A change to the household
A new home, another driver, or a growing family may prompt a coverage review.
A broader set of assets
Help clients find someone to ask about home, auto, umbrella, life, and other insurance needs.
A specialist connection within your client relationship.
Keep your financial planning relationship. Introduce Truvo when a client needs an insurance resource.
We take the coverage questions, explain available options, and help with the policy process.
A contact for the next review, too.
Clients can contact Truvo between planning meetings for policy changes and renewal reviews.
- Home
- Auto
- Umbrella
- Life
- Landlord
Integration options
Frequently asked questions
Is this only for advisors without an insurance license?
No. The program can provide a specialist resource or additional carrier access alongside your existing practice. Your business category does not determine integration access.
Who gives the insurance advice?
Truvo’s licensed team handles the coverage conversation. Your practice keeps responsibility for its own financial planning services.
How do we join the program?
Launch in less than a day. Submit your business details for review. Once approved, you can use Refer and the platform. No further approval is required.