Who we are...
Capital Indemnity Group is a marketing and consulting firm focused on providing financial advisors with the three critical elements - people, process and products - necessary to protect their business ifrom the catastrophic impact the aging of the baby boom population will have on the existing make up of their practice.
We passionately believe that the experience and professionalism of our people, coupled with our proven process and ability to access the most effective protection solutions in the marketplace, sets us apart from the competition.
As you may know…
There is a looming “Asset Evaporation” crisis thanks to the aging of the nearly 78 million baby boomers.
Early data suggests that as much as $15 trillion is at risk of being siphoned from the asset base of the boomers - and the books of their advisors - as a result of the costs associated with maintaining their lifestyle over the course of a 25 to 30 year retirement.
What makes us different…..
As a full-service partner, we deliver the tools necessary to help advisors manage all of their client’s protection needs. Along with those tools, our team provides the critical support advisors need to address the many risks clients and their families may face as a result of the driving forces behind asset evaporation, specifically, longevity risk, sequential return risk and inflation risk.
Thanks to the presence Capital Indemnity Group enjoys in the protection marketplace, we provide access to more than 50 of the industry’s most respected protection providers.
Our combination of outstanding people, a state of the art process and cutting edge products are quickly making Capital Indemnity Group the most talked about protection partner in the advisor community.