Education for Brokerage Groups


Capital Crest Financial Group provides a full suite of services to your firm, including: point-of-sale assistance, life insurance premium finance structures, advisory roles, annual renewals, and ongoing servicing. We are also able to take your understanding of life insurance premium finance from casual to fully comprehensive by examining the process and structure of these transactions through our Premium Finance Certification Program.

Capital Crest Financial Group teaches a DOI and CFP continuing education course nationwide through in person seminars or  Webinars. Reach out and learn more today!