Why Choose Capital Trust Insurance

At Capital Trust Insurance, our mission is simple yet powerful: to empower individuals and families to achieve assured financial security. We believe that understanding your insurance policy is the first step towards maximizing its benefits and building lasting wealth.

In an industry often marked by complexity and confusion, Capital Trust is dedicated to transparency and education. Our team of experienced insurance professionals takes the time to thoroughly review your existing policies, ensuring you know exactly what you have. But we don't stop there.

We specialize in indexed universal life and annuity products, as well as long-term care and supplemental health plans. Our experts will work with you to compare every available product, identifying the ones that best align with your financial goals. By leveraging the power of indexing, we'll show you how to grow your policy's cash value and generate supplemental income for the future.

Since our founding in 2024, we've helped over 500 families across the nation start building wealth they never knew was possible through their insurance policies. Our success is built on a commitment to putting clients first, providing personalized guidance, and introducing people to the wealth-building potential of indexed universal life products.

At Capital Trust, we're not just insurance advisors – we're your partners on the path to assured financial security. Contact us today to schedule a policy review and take the first step towards a more secure financial future.

Our Values

• Transparency: We believe in clearly explaining your policy options and ensuring you understand what you have.
• Education: Our team dedicates time to helping you make informed decisions about your insurance.
• Personalization: We compare every available product to find the ones that best fit your financial goals.
• Client Focus: Your success is our success. We're committed to helping you build supplemental wealth through your insurance policies.