Our Commitment

Our Mission and Vision

Mission: We provide diverse, leading edge insurance and wealth management solutions that protect the long-term personal and professional well being of our clients, their businesses, and their families.

Vision: We ensure confidence and protection with comprehensive, innovative and customized insurance and wealth solutions that build security for the future.

Our Claims Commitment

Zavitz Insurance & Wealth is committed to providing you and your family with the support and advice needed when a claim arises. We are there to guide you through the process and help make a difficult time as easy as possible.

With over 35 years of experience dealing with disability, critical illness, business overhead, and life insurance claims, we are a vital resource for you.

As your partner, in the event of a claim we will walk you through the important contractual provisions, assist you with the paperwork and submission, work with your bookkeeper and accountant when there is a financial requirement in order to maximize your benefit entitlement, and stay abreast of your claim as it progresses to ensure that things move forward in a timely manner. In addition, when complications arise, we become your advocate and will help you through complex issues. We are there for you, when it matters most.

How We Help Our Clients

Different needs and issues develop and become more important over time. At Zavitz we understand complexity. We’ve mapped our products, services and planning considerations to take into account each phase of your life, and the strategies that go along with it.