Capitol Financial Group, Inc. : Areas of Consultation

    Executive Compensation
    Business Succession
    Wealth Transfer
    Risk Management
    BOLI
    Insurance Company Due Care

Insurance Company Due Care
CFG is dedicated to providing superior life insurance products and management services to affluent individuals, trusts and shareholders of privately held companies. Consistent with the firm’s mission, CFG operates at a level above the rest of the life insurance industry.

The average face amount of a CFG client is $2.5 million, compared to the industry average of approximately $100,000.

CFG has extensive experience in placing large cases, where face amounts exceed $20 million.

Because of our experience, resources and long-term relationships with the leading insurance carriers, we are able to put to "auction" your life insurance requirements. In doing so, we seek out the carriers to process and underwrite our business for considerably less per unit of death benefit. This savings transforms better performing insurance contracts for CFG’s clients.

Defining Due Care >
The Due Care Process >
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"The Capitol Financial Group is knowledgeable, trustworthy and extremely easy to communicate with. I found them to always have our best interest in mind. They were very thorough, accurate and creative when designing both our company’s benefit packages and executive wealth transfer planning arrangements."

Bob Shaw, President
Allied Plywood Corporation, Inc.