Capstone believes there is a better way to serve and support advisors that want to differentiate their advisory practice to lead the competition for market share. Delivering concrete value to your accredited investors is the best way to stand out amongst the crowd.
The Senior Life Settlement market is regulated in all fifty states and public awareness of the asset class is growing rapidly. Capstone’s provider network has visibility into the secondary market for life insurance resulting from years of building relationships with life settlement brokers and agents. Through a disciplined approach focused on transparency and best-in-class due diligence procedures and controls, Capstone delivers a high value product. The Capstone Advantage to both advisor and purchaser is in the business model.