VIDEO LIBRARY​

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Your Retirement Tax Strategy​

Are Your Retirement Savings at risk?

Guaranteed Lifetime Income Contracts

Four Questions To protect your retirement savings

"Safe Money" Retirement Contracts

Retirement Savings Without Investment Losses

Safe Money Alternative to Bank cDs

Indexed Earnings Reset Explanation

FIA Crediting
Kai-zen
Life

Annuities​

Business Owners
Legacy Planning

Mission Statement​

© 2025 | Built, Powered & Developed by:​ CSI Productions

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

 

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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    terry@capsurtaxandestateplanning.com​

     3061 Berks Way Suite 202 Raleigh North Carolina 27614

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919-488-7124

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919-488-7124

terry@capsurtaxandestateplanning.com​