Our Concierge Insurance Process

Businessman holding briefcase, close up

Plans tailored to you.

Not to an agenda.


Step 1

Application completed with client.


Step 2

Lax & Co. orders client medical records - retains ownership.


Step 3

Medical Exam: Inspection report, phone interviews possible.


Step 4

Underwriting completed by Lax & Co.'s own underwriting professionals.

Step 5

Lax & Co. works exclusively with chief underwriters of the top 4-5 national insurance companies.


Step 6

Lax & Co. presents the best options to the client.


Securities and Advisory Services offered through Cadaret Grant & Co., Inc., a Registered Investment Adviser and member FINRA/SIPC.  Lax & Co. and Cadaret Grant are separate entities..  Securities offered in CA, CT, FL, IL, MA, MD, NH, NJ, NY, PA, RI & WA.

Life insurance, financial planning, insurance planning 3616 Post Road Warwick, RI 02886