"Our strong relationships allow us to focus on our primary strength--highly personalized, results-driven service our clients have come to rely on."

Insurance

Overview

At CP Capital, we understand that insurance is an important component of a comprehensive financial strategy. In that regard, we are ideally positioned to provide flexible, client-focused insurance solutions that optimize the benefits and challenging needs of today’s client. Our insurance solutions helps you increase the protection on your overall wealth and the wealth you would like to create.

Through our in-house advisors and trusted alliances, we offer a complete assortment of insurance products including Term Life, Return of Premium, Universal Life, Whole Life, Disability Insurance and Annuities designed to meet the challenging needs of today’s client. These are examples of some of the insurance products we distribute. Our flexible platform allows us to add new insurance partners as needed to help meet our client’s needs.

We Specialize in:

  • Small Business – Employee Benefits packages
  • Corporate – Buy-Sell Agreements, Key Employee
  • Individuals – Securing your family’s needs
  • Foreign Nationals – Life, International Tax Planning, Kidnap & Ransom

© 2011 CP Capital Group, LLC. All rights reserved. Securities products are offered through CP Capital Securities, Inc. Member FINRA, SIPC | Disclosures.