Insurance Services

Protection for You and Your Family

Insurance may not be fun to think about, but it’s an integral part of any financial plan. Having a well-thought-out insurance strategy can make a world of difference to your loved ones if something were to happen to you.

From life insurance to disability and long term care policies, there is no such thing as a one-size-fits-all plan. Every person has different needs, and it’s important that you have an insurance strategy that fits you and your family’s lifestyle.

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A Comprehensive Approach


At Capital Consulting & Asset Management, we want to be a one-stop-shop for all of your financial planning needs. That’s why we act as an independent advisor for Life, Disability, and Long Term Care policies, as well as Annuities.

As part of our commitment to being your trusted Advisor, we will work with you to discover exactly what you need and will never try to “upsell” you into something you don’t.

We work with our clients on the following types of insurance:

Life Insurance

Whether your need calls for term, permanent fixed, or variable life insurance, we have the carrier and product to fit your need.

Disability Income Protection

We offer coverage for the entire “disability event” – short term disability, long term disability, critical illness, and long term care.

Long Term Care Insurance

If you have not addressed your long term care needs, a very real gap in your protection exists.

Annuity & Guaranteed Insurance Products

We do more than take your order when it comes to annuities, offering hands-on help in product selection and concept packaging from leading carriers.

Get an Instant Quote on Term Life Insurance

Term life insurance is a great, low-cost option to protect your family and prepare for the unexpected. With our new quoter tool, you’re able to get real quotes in minutes. Just hit the button below, enter your information and compare your quotes. It’s as easy as that.

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