Business Insurance
Versatile as it is, life insurance is an indispensable strategic tool: for business owners, for its utility in business continuity/succession planning and estate planning, as a form of compensation to attract and retain talent, and as a means to protect employers against the loss of key employees.
Capitas Financial’s Business Insurance experts have many years of consulting experience with a primary emphasis on the tax and financial considerations affecting the creation, preservation, and perpetuation of wealth. They focus on business exit planning, business succession, business valuations and business value enhancement, personal and financial risk management, and gift and estate planning for business owners and high-net-worth individuals and their families.
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