Our Concierge Insurance Process

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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.

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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