Who We Are
With Cap Life, you have a whole team of legal and business experts in the field. We are business professionals, insurance experts, and top tier attorneys.
We Are Experts
Our expertise includes:
- Business deals and structures.
- Securities & Corporate Law.
- Life, Property and Casualty Insurance.
- Structured Longevity Solutions.
- Media Law.
- Trusts & Estates.
We Are Business Consultants
Our experience & designations include:
- Public corporation – board experience & due diligence.
- Licensed actuary.
- Taxation with MST.
- Licensed mortgage and real estate.
- Life, Property and Casualty Insurance Agents.
- Former IRS Agents.
- Accountant with CPA.
- Corporate finance experience with MBA.
What We Offer
Within our community of Risk Retention Groups, we have established a wholesale insurance buyers’ group to explore life insurance policies for our entrepreneurs and their unique preferences at “group rates” in a buying collective.
Our client: Our member-insured is an entrepreneurial individual or entity interested in both the quality of their life insurance carrier (i.e., accountability, credibility and transparency) as well as the leverage value of their tax-advantaged variable / indexed / universal / guaranteed and various life insurance trusts assets.
Our member-owner: Owners have both a personal life policy, but also an interest in the shared success of investment vehicles and strategies. Our ability to structure the risk pool offers unique opportunities to members of our entrepreneurial group.
Our professionals: Our real estate entitlement professionals, developers, construction managers, financial engineers, investment bankers, liability and fronting life insurance specialists, actuaries, accountants and lawyers are available to help sculpt an intelligently optimized solution to a variety of innovative problems. We are the opposite of streamlined efficiency in a “one size fits all” financial universe.