Our Services

Capital Crest Financial Group is built upon a solid foundation of trusted advisors with decades of experience. Our proprietary software and planning concepts propel CCFG to the forefront of the industry, working with advisors across the world. We will show you how to finance the purchase of your life insurance policies for wealth protection, high-level cash accumulation potential, business buy/sell, key man purposes and more.

Premium finance client qualifications

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Education Capital Crest Financial Group provides a full suite of services to your firm, including: point-of-sale assistance, life insurance premium fi

New banking relationships

Establishing Life Insurance Premium Financing at New Banks Life insurance premium finance can provide your clients with a powerful investment opportun

In-force policy financing

In-Force Policy Financing Capital Crest Financial Group is able to assist clients and their advisors in refinancing scenarios of both existing premium

Premium finance strategies

Premium Finance Strategies Capital Crest Financial Group’s partnerships with lenders and carriers propel its life insurance premium finance plat

The Palisades Plan – business strategy

Attract, Acquire and Retain the Best! Employee benefits play an important role in the lives of employees as well as their families. For that reason, t