The PAX Difference
1. Understand
During our initial meeting we'll share how insurance & estate planning really work and the costly traps to be avoided. We'll then assess your current position to get an understanding of your unique circumstances, personal goals and desired outcomes.
Once we understand your goals, we can begin the planning process. We combine our 4 decades of industry experience with the insurance assessment tools we've built to construct options designed to ensure maximum value within your budget.
2. Research
3. Implementation
Once you've decided what you want, it's up to us to steer you through the underwriting process with the goal of obtaining the best terms possible. Our industry knowledge & contacts + 'preferred underwriting' status can add enormous value.
It's one thing to have a good policy with a reputable insurer, properly structured at a reasonable price. The most important work we perform happens when we manage our client's claims. Knowing this is being looked after is the ultimate Peace of Mind.