Capitol Financial Group, Inc. : Areas of Consultation

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

Our Due Care process was founded and continues to operate on a belief in three fundamental principles:

An emphasis on the exercise of a thorough review process we call PARE (Product Analysis Reverse engineering), prior to the purchase of life insurance.
Auctioning and negotiating our clients insurance needs in order to gain preferred underwriting.
Proactive monitoring and administration of clients insurance contracts from the point of purchase forward.

Operating under these three principles , CFG’s role as an advisor to the client continues beyond the point of purchase. Our role in the selection and monitoring of a clients life insurance portfolio may be broken down into four parts:

"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.