Services

Capital Crest Financial Group (CCFG) was founded by a distinguished group of professionals in an effort to provide streamline insurance, financial, and legal services to clients and their advisors. CCFG is a Third Party Representative for life insurance premium finance teaching the only Continuing Education approved course on the topic (CFP and DOI). Our unique process allows clients and their advisors to come together through education of available options and choose their best path. Our resources in the advanced financial planning market – notably, life insurance premium financing – separate our firm from others. CCFG educates advisors nationwide on the various areas and applications of premium finance and other advanced markets strategies. Our strength comes not only from our dedicated and knowledgeable team, but from our vast network of advisory partners – including attorneys, bankers, financial analysts, and insurance specialists. Our goal is to provide superior service and product education as well as simplifying advanced planning concepts into easily understandable concepts so our clients and advisor partners can make an educated and informed decision.

Premium financing for your estate

Instead of paying for insurance with a stream of payments over our lifetime.

Premium Financing for your Business

By investing in a company owned permanent life insurance policy, business owners may be able to fund a current income for themselves, as well as retai

Healthcare organizations

For the last 10-years, surveys show rising costs are the number one challenge for healthcare organizations. The same surveys show the number two chall

Premium finance for accumulation

Who Our clients are the healthy, wealthy and wise. For estate accumulation and future legacy planning allowing for full benefits, use of cash value in

Non financed insurance options

We offer all insurance types through our vast connection of insurance partners. Such products include but are not limited to: Term IUL VUL Annuities K