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Capital Crest Financial Group Pricing Structure

Capital Crest Financial Group offers multiple packages to meet your business needs. Sign up for the package that suits your business and we are at your service around the clock.

Services RESTRICTED ACCESS Level 1 Level 2 Level 3 Enterprise
ESTATE PLANNING SERVICES
BUSINESS PLANNING SERVICES
INSURANCE POLICY LOAN REFINANCE † $149.00 3 5 5
BUY-SELL AUDIT † $199.00 2 4 4
INSURANCE SERVICES
FACT FINDER †
LIFE INSURANCE PREMIUM FINANCE 149.00 3 5 5
WEBINARS AND TRAINING VIDEOS $9.00 - $99.00
CE APPROVED VIDEOS † $99.00 - $149.00
INSURANCE POLICY AUDIT † $99.00 3 5 5
CASE DESIGN † $99 3 5 5
ADVANCED PLANNING CASE DESIGN † 149.00 3 5 5
CO-BRANDING MATERIAL ^
TRUST AUDIT † $199.00 2 4 4
WHITE LABEL MATERIAL ^
ADVANCED PLANNING CONCEPTS
MONTHLY COST All Services Purchased Individually $199.00/mo $299.00/mo
ANNUAL COST
(per month/billed annually)
  $1900.00/mo $2900.00/mo
Please Select Your Plan
 
 
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* Monthly.
^ Annual membership required.
† Additional charge for more than membership amount.

Enterprise Level Pricing available for groups of 10 members or more.
Inquire for additional information info@capitalcrestfinancialgroup.com