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Insurance is central to wealth management. As complex and diverse as planning and money management, it equally requires specialized knowledge. We provide our investment advisor representatives with expert advice and your clients with an attractive product lineup through our insurance agency, Cape Insurance Solutions, Inc.
Our comprehensive suite of products can help creates an insurance program that can add value to any advisors’ insurance business. Services include:
If you’ve got a client interested in exploring a life or health insurance solution, finding suitable protection for their home or vehicle, or considering various types of annuities (individual and joint) to further their plans for retirement, let us be you partner to help you locate and learn all about the products they need.