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Tag Archives: Insurance

More Than Just Insurance

For nearly 35 years, the team at Zavitz Insurance has been providing diverse and innovative solutions for our clients – with guidance you can understand and tradition you can count on. Now Zavitz is bringing a holistic approach to your financial management, combining retirement and estate planning, investment services and insurance, all on one page. It’s a simplified way of managing all your interests using flexible, independent advisors with a reputation you can count on. At Zavitz, we have embraced the inevitable changes necessitated in the information age, and have prepared and staffed to meet those challenges. Though marketplaces and interests may shift, the standards and sensibilities applied by the professionals at Zavitz remain firmly rooted in traditional wisdom and unflappable dedication to the client. As partners in practice, business and life, Zavitz is with you every step of the way. 

In order to better serve our clients, we are expanding our financial services – now coordinating insurance, investments and financial planning – all from one shop. Through collaboration and expertise that compliments our own, we can now connect you with diverse financial professionals dedicated to one goal – your prosperity – and integrate them into your bigger financial picture. By collaborating with other specialists in the financial field, Zavitz provides a higher level of service. An alliance with Wealthsimple, for instance, has allowed us to provide a low-cost investment alternative when needed. Have your own advisors? We can work with them too! 

Estate Planning Seminar Video

Don’t leave your executors stranded on a desert island!

Estate planning can be as easy as lounging on the beach…sit back, relax and enjoy the video below!

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