Insurance is central to wealth management. As complex and diverse as investing, it equally requires specialized knowledge. We provide our advisors with expert advice and our clients with attractive products through our insurance agency, Cape Insurance Solutions, Inc.

Our comprehensive suite of products and technology, partnered with some of the highest payouts in the industry, creates a program that adds value to our advisors’ insurance business. Services include:

• Property & Casualty
• Life and Health
• Indexed and fixed annuities

If you’re a client interested in exploring life or health insurance solutions, finding suitable protection for your home or vehicle, or considering various types of annuities (individual and joint) and plans for retirement, contact your nearest Cape advisor to help you locate and learn all about the products you need.