Advisor to Advisor

The team of Capstone delivers fee for service insurance consulting for professional advisor who serve financially established and ultra affluent clients.

As a licensed insurance consultant, Mark Thomas provides access to both transparent no-commission TIAA-CREF life insurance products and traditional life insurance.

Services include:

  • Existing disability income and life insurance policy assessment
  • Negotiate, acquire and manage insurance portfolios on behalf of advisors and their clients
  • Support of accountants and attorneys in estate plan design eliminating the impact of estate transfer tax without using the client unified credit.
Capstone provides back office insurance and asset protection support to wealth management, accounting, attorney, private family office and trust office firms.

Contact Kerrie Kern at Capstone to schedule a conversation with Mark to learn how you can elevate your service and control the access of outside insurance sales people for your best clients.

 The “intrinsic value (of the relationship with your clients and their advisors) is not measured by how much money you make, but by the size of the problem you can solve.”

~ Joseph Jordan, Living A Life Of Significance. Acanthus Publishing, Paraphrased