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Our Concierge Insurance Process

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Plans tailored to you.

Not to an agenda.

 

Step 1

Application completed with client.

 

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Step 2

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

 

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Step 3

Medical Exam: Inspection report, phone interviews possible.

 

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Step 4

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

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Step 5

Lax & Co. works exclusively with chief underwriters from well-regarded national insurance companies.
 

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Step 6

Lax & Co. presents the options that best align with the clients' goals.
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The investment professionals at Lax & Company, LLC are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. 

Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states and localities: Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Washington, West Virginia.  

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

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