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Insurance broker

 

The insurance broker is mandated by his client to find the company that has created the appropriate product.

 

Unlike an insurance distributor (insurance agent, bank, insurance company salesperson, single or dual-company brokerage firms, etc.), he is only accountable to you.

 

His first goal must be your satisfaction, thanks to his search across the entire market for products that correspond exactly to each of your needs, based on the investment profile that you have defined with him.

 

Like the rest of our business,

- our brokerage in life insurance and capitalization contracts , both for you as individuals and for your company, that is to say for YOU THE INVESTOR, must intervene within the framework of the global analysis of your assets and in the investment profile defined with you at the level of the management of the global architecture of your assets.

 

- our damage and liability insurance brokerage results from the analysis of your needs and the adequate coverage both financially and contractually in order to best suit the preservation of your assets.

 

are important vectors for achieving your objectives.

 

 

 

 

 

logo lucie CEP assurances PNG.png
logo Lucie CEP

Qui sommes-nous ?                                                                       Coordonnées

Notre Conseil en Gestion de patrimoine                     14 avenue du Général Leclerc

auprès des particuliers,                                               78470 Saint-Rémy-lès-Chevreuse

professions libérales et entreprises                          jm.bardou@lucie-patrimoine.com

à + de 20 ans d'expérience.                                          01 47 89 98 64 ou 01 85 40 21 92

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Lucie CEP is member of

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