Planning and Products

No matter where you are in your financial journey, we can help you find your way.

Together with your team of professional advisors, we will develop well-rounded advice with leading-edge insurance & wealth solutions that include:

Financial Planning

We provide, and regularly update, a comprehensive financial plan so that you feel confident about your future.

Disability Insurance

Disability Insurance provides you with financial security by replacing your personal income, typically on a monthly basis, in the event of an accident or sickness.

Overhead Insurance

Business overhead works much like a personal disability policy. It pays the claim as reimbursement of eligible business expenses, up to the maximum amount for your policy.

Wealth Management

You have a vision for your financial future. Building wealth requires a plan. That’s where Zavitz’s wealth management team can help.

Critical Illness Insurance

Critical Illness Insurance pays a lump sum benefit, should you be diagnosed with a covered condition. The cashflow can be used at your discretion.

Key Person Insurance

Key person insurance is designed to protect your business in the event that a key member of your team passes away or becomes disabled.

Charitable Giving

Charitable Giving is a powerful way to support a cause that is important to you, while minimizing your taxes and enhancing your estate.

Employee Benefits

Besides wanting to treat your employees well and making sure they are in the best of health, employee benefits plans have numerous advantages.

Long Term Care

Long term care insurance is meant to protect your assets during retirement, and pays a monthly benefit if you require care within your home or in a facility.