New Capital Adds Insurance Advisory Services

New Capital has recently added insurance advisory services. For many years, our clients have sought our input on all manner of insurance contracts. Working with our new partner DPL Financial Partners, an insurance "back office" provider, we are now able to provide detailed analysis of existing policies, and present and implement new term life insurance, permanent life insurance, variable annuity contracts, and other instruments.

In many, if not most, cases we will be able to save clients substantial amounts by working with low cost, highly rated carriers like TIAA, Ameritas, and Jackson National. As a fiduciary, we will never “push product” – and we will continue to refer clients to qualified insurance professionals who are part of our proprietary ProNet network. At the same time, we are pleased to be able to offer this capability in order to give our clients additional options.

If you have a life insurance need that you would like to discuss please do not hesitate to contact us. We will be happy to assist.


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