insurance FOR ALL
“Have you asked Marc or Nicolas at AXA?” Is a question I frequently find myself asking. Because, in my experience, when it comes to arranging your insurances, banking, social care and investments as part of your new life in the mountains, Marc or Nicolas are sure to have the answers. From their office in Morzine they coordinate many of the essential services you need if you’re new to France and they’re always very happy to help. Why is it important to have a local insurance agency? “When it comes to insurance or banking, recent history has shown us that the financial foundations and stability of the companies we choose to work with are essential. AXA is one of the largest insurance companies in the world with top rated financial ratios. But its commercial activity is delegated to a network of independent exclusive agents that have a profound knowledge of the specific requirements of local residents and the economy of their area. So, it combines the advantage of being a world class company with the care of a local team. In our agency in Morzine, we understand how insurances, savings and healthcare differ in France to what our customers are used to back hin England for example. We can
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guide them through all the questions or concerns they may have and help protect their wealth and the development of their businesses.”
seen an acceleration of people coming to spend their retirement time and enjoy all the benefits that France offers to seniors.”
You’ve both lived and worked in our valley for many years, why do you think so many people come here?
Marc, you coordinate the wealth management and protection side of the agency, what services does this include
“The combination of an environment close to nature, the possibility to practice many sports and a very dynamic economy driven by tourism is certainly a strong drive for a lot of people to decide to establish themselves in our valley. Also, with the continuous development of the net economy and the good communication tools we have in the valley, we have seen a new generation of professionals establish with their families to take advantage of the good quality of life we enjoy here. Now we have a great mix of companies offering a variety of different services for our growing community. And of course with Brexit, we have
“For that part of our activity, we focus on the insurance of people. That starts from financial protection against immediate risks such as critical illness, disability and death. We also provide topup health cover and international travel as well as multisport insurance. We also provide mortgage insurances for both local and foreign investors as well as first time buyers. For the wealth management part, we offer banking solutions, saving plans including Assurance Vie and retirement plans. We also have a private banking department to support those customers that require solutions for complex savings needs in a tax efficient manner.”
// © oreli b
