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

Insurance

Small Business & Corporation Insurance

CP Capital provides personalized, superior, insurance solutions to every client. Our products span a vast array of insurance instruments with numerous options designed to simplify your complex financial lives.

Employee Benefits

We will assess your Employee Benefits Program – at no cost!

A complete analysis of your current Employee Benefits Plan which will include:

  • Analyze plan designs and your objectives
  • Review financial arrangements
  • Provide market Analysis with a strategic plan that defines your objective and actions needed

Our staff of experienced benefit professionals can assist in a wide variety of plans and lines of coverage’s, including:

  • Group healthcare fully insured or self-funded
  • Group life Insurance
  • Dental
  • Short term and Long Term Disability
  • Professional Employer Organizations (PEO)
  • Spending Accounts FSA, HSA, HRS
  • Retirement plans 401(k) 403(b), pension and profit sharing
  • Workers Compensation
  • Voluntary benefits
  • Cafeteria plans

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Health

Our goal for every customer is to help them find affordable health insurance that fits their needs and budget. Finding the plan with a lower cost isn’t always the best solution. Finding quality medical insurance at a competitive price is.

We’ve got a variety of plans with options to help better fit you and your company’s needs.

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Buy / Sell Agreements

Buy-Sell agreements and their funding are critical to a smooth transition of business ownership from one party to another. As a business owner, a buy-sell agreement provides a ready market for what is typically an asset without a public market. Without a buy-sell agreement, a deceased business owner’s estate may be stuck with an illiquid business interest that may not be easily sold. A buy-sell agreement, properly funded with life insurance, is an ideal alternative to insure the business owner’s illiquid business interest is converted to cash for the family.

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