Who We Are
Capstone Partners Financial and Insurance Services is an association of more than 100 Financial Professionals who provide customized financial solutions for over 32,500 clients1. We help families, individuals, professionals and business owners understand their unique situations and help them address their financial needs, hopes and desires.
Additionally, we are proud to have Special Care Planners who have received specialized training to help families with special needs’ members address the long-term planning needs and concerns for their families.
How We Can Help
We can help you focus on what’s right for you and the strategies needed to help you get you where you want to be financially.
We can help you see the obstacles that may stand in the way of building your financial future. We strive to remove those obstacles from your path in a simple and understandable manner by presenting you with meaningful and manageable actions you can take with ease and confidence to help move you toward your goals.
To Our Clients
We are committed to helping clients be prepared financially for the unexpected. We recognize the importance of our role in helping families through difficult times, and are honored to have over $9.8 billion of life insurance in force2. In addition, MassMutual paid out over $25 million of death benefits3 and $4.9 million of disability benefits4 to our clients in 2013. We have also distributed $8.85 million in free5 life insurance to eligible families through MassMutual’s LifeBridgeSM Program.
To the Community
Besides our commitment to helping our clients secure a financial future, we are also committed to giving back to our communities and to enhancing the quality of life in them. At Capstone Partners Financial and Insurance Services, we are proud of our over 15 years of involvement with Children’s Hospital of Orange County (CHOC) and their Foundation with our on-going support for the annual “CHOC Walk.” Our associates participate in the event and actively promote it to clients to help increase community awareness and support of CHOC.
1 An insured, owner, or payer of a MassMutual policy or contract (as of 12/31/13).
2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (as of 12/31/13).
3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (as of 12/31/13).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (as of 12/31/13).
5 MassMutual pays the premiums (as of 12/31/13).