Capitol Financial Group, Inc.
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    Executive Compensation
    Business Succession
    Wealth Transfer
    Risk Management
    Insurance Company Due Care
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Defining Due Care
Life insurance due care is knowing the factors that are likely to make a real difference in selecting a policy to provide a good long-term value. Understanding the assumptions underlying life insurance illustrations and the corresponding risk entailed for the insured. Avoiding unpleasant surprises and assuring that insurance purchases meet long-term objectives through;


  • Making well-informed decisions on life insurance carrier and product selection.

  • Establishing realistic expectations of results that may arise when a policy is purchased.

  • Establishing and following through on a monitoring plan that keeps existing policies on track.

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photo: clients shaking hands
"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.
Executive Compensation Business Succession Risk Management Wealth Transfer