Partnering with Capital Crest Financial Group
At Capital Crest Financial Group, we work with advisors and clients across the world to create a creative funding solution tailored to the individual needs of the client or company. Capital Crest Financial Group is confident to deliver advisors and their clients the utmost quality, service and expertise.
In partnership, advisors will be offloading many of the intricacies that go along with any insurance or banking transaction, such as: finalizing applications, financial documentation, release forms, applicable Trust(s), restructuring, and all aspects of the annual renewal and continued policy servicing.
Our CPAs can assist with verifying personal and business financial statements, and any other tax related concerns.
Our strategic legal partnerships can consult or actively create requisite Trust(s) that are many times used to house these insurance policies to insulate them from creditors and taxation.
Both our CPAs and strategic legal partnerships are available for additional services including overall personal or business planning. Additionally, our CPAs and strategic legal partnerships are available for client consultations and every turn during and after the implementation of a life insurance premium finance transaction. They are available to speak with a prospective clients’ existing advisory team to better make sense of this strategy and its viability in any specific situation.
Our marketing material is absolutely first class and able to distill this complex financial strategy into an easy to understand and apply tool. Our materials are geared towards acquisition of new and existing clients and firms, respectively.
Agents will be able to utilize Capital Crest Financial Group’s preferred rates and terms in the life insurance premium finance arena.
In short, Capital Crest Financial Group provides a solution for any premium finance scenario, including:
- Education for agents and brokerage groups
- Exclusive access to unique and diversified sources of capital
- Full service back office including: case design, servicing and annual renewals
- Back office support for the independent producer
- Back office support for brokerage groups