Capital Indemnity Group

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 them from 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 our 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 as a result of the costs associated with maintaining their lifestyle over the course of a 25 to 30 year retirement.

How we can help….

Capital Indemnity Group has a small army of highly credentialed consultants who partner directly with financial advisors to help them provide their customers with the education, support and solutions needed to solve the most complex asset evaporation problems.

Our trademark, Comprehensive Asset Protection Strategy (“C.A.P.S. System”), is a turnkey protection analysis tool designed to help advisors quickly and effectively assess each client’s financial exposure to the risks associated with asset evaporation. In addition to helping advisors analyze a client’s financial exposure, our Consultants help advisors address the physical, mental and emotional burden that clients and their families face without proper asset protection planning.

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. Specifically, we support advisors in their efforts to address the many risks clients and their families may face as a result of the driving forces behind asset evaporation; 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.