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Documents to send us* for an improvement of all your insurance

in terms of costs, guarantees and net return for you

(personal and business)

 

Loan insurance:

- All study parts* + loan amortization table

Property damage insurance:

- All study parts* + last call for bonus

 

+ for all types of vehicles:

Registration certificate or registration document...

Driving licenses of insured persons

Information statement

 

Health Insurance

- Parts all study* + Table of guarantees

- last bonus call

 

Professional insurance

- All study parts* + last call for bonus

+ Statistics and composition of the college(s)

 

Life insurance and PER:

- All study documents* + latest bank statement

 

* For any study :

- R/V identity card or passport or residence permit of all insured persons

- Designation of the property to be insured or the investment objective pursued

-Special conditions of the contract or membership form

 

These different elements will allow us to offer you, with guarantees at least equal to those of your current contracts, more advantageous contracts for you and we will determine together during an interview which ones will suit you best by refining your criteria and objectives among the hundreds of insurance contracts present in our databases.

* Send us your information securely by becoming a member of the site and sending us your documents in PDF or JPEG format in a secure message.
Or by email to Jean-Michel BARDOU (MANAGER): jm.bardou@lucie-patrimoine.com

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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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