Life Assurance

With wealth comes the necessity for strategic management and careful planning. Deven Yagnic Wealth Management ensures that your assets are not only protected but also positioned for growth. Here’s why expert guidance is indispensable:

 

Life Assurance provides a financial safety net for your loved ones. Deven Yagnic Wealth Management ensures that you have the right coverage for your family’s security.

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Compelling Reason:

Life Assurance is about peace of mind, knowing that your family will be financially secure in the event of your absence.

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Wealth Management

Areas of excellence

Areas of excellence

  • Comprehensive cover options tailored to your family’s needs
  • Guidance on choosing the right level of cover
  • Options for critical illness and disability cover
  • Advice on policy terms to match life stages
  • Transparent comparison of different insurance providers
  • Assistance with claim processes
  • Regular reviews to ensure your cover remains adequate
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Get in touch

Get in touch!

Risk Statements – Please Read

Pensions : A pension is a long-term investment. The fund value may fluctuate and can go down in value. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Investments: The value of investments and income from them may go down. You may not get back the original amount invested. Past performance is not a reliable indicator of future performance.

Inheritance Tax and Trust Planning: The Financial Conduct Authority does not regulate inheritance tax and trust planning, and certain types of employee benefits.

Tax Planning: Tax treatment is based on individual circumstances and may be subject to change in the future.

Term Assurance: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse

Income Protection: Income protection (with no investment link) has no cash in value at any time and will cease at the end of the term. If you stop paying premiums, your cover may end.

Critical illness: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse. Plans may not cover all the definitions of a critical illness. The definitions vary between product providers and will be described in the key features and policy document if you go ahead with a plan.