VIDEO LIBRARY​

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01. Blt for Rsng Int Rates​

02. Kaizen as an alternative to
fixed assets​

03. Kai-zen for executives​

04. Kai-zen for physicians​

05. The greatest wealth transfer​

06. The next big thing you don't want to miss​

07. Kai-zen 60 seconds​

08. Kai-zen recruit and retain​

09. Kai-zen for individuals​

10. Kai-zen Mortgage Analog​

11. How Kai-zen works​

12. What People Are Saying About Kai-Zen​

13. Kai-Zen Intro - Executives​

14. Everything you wanted to know about Kai-Zen​

Kai-zen​

Business Owners
Annuities​
Life
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​