Advanced Marketing
Although the life settlement process shares some common steps with a life insurance inquiry, it does involve some substantially different issues and understanding. Capitas has the knowledge and expertise necessary to assist you and your policy owners in navigating the life settlement process.
Capitas is proud to provide in-house advanced marketing expertise on a wide variety of topics, including:
Capitas is proud to provide in-house advanced marketing expertise on a wide variety of topics, including:
| • | Estate Planning -- Both basic and advanced |
| • | Business Planning -- Key employee, Buy/Sell, Exit Strategies and more |
| • | Special Needs Planning |
| • | Charitable Giving |
| • | Click on the sales ideas to the right for more details |
Our experts will work with you every step of the way to find the best solutions for your clients.
Capitas knows that continuing career development and education are imperative when working in the advanced markets, and we are proud to partner with The American College for the Accelerated Success program. This program was designed specifically for self-funded professionals and is the most convenient and affordable way to complete the CFP® Certification, CASL®, and CLU® programs. Click here to learn more about this program.
For more information about Advanced Marketing, please contact the LIS/Capitas Sales Desk at 888-414-1919.
Capitas knows that continuing career development and education are imperative when working in the advanced markets, and we are proud to partner with The American College for the Accelerated Success program. This program was designed specifically for self-funded professionals and is the most convenient and affordable way to complete the CFP® Certification, CASL®, and CLU® programs. Click here to learn more about this program.
For more information about Advanced Marketing, please contact the LIS/Capitas Sales Desk at 888-414-1919.
Qualified Plan Maximization
Annuity Maximization
Income Maximization
Private Split Dollar
AR Financing
Premium Financing
Private Financing
Policy Review