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We review your annuity contract to make sure that it’s right for you and that it will help you meet your goals.

If you’re interested in our investment annuity review process, you may call and text us at (781) 237-0123. You may also contact us on Facebook, LinkedIn, and our Contact Page and tweet and follow us on Twitter.

To view the full array of our services, see What We Do.

Insurance Services with CFG

Life Insurance Policy Management

We continuously monitor your life insurance to ensure that it’s always...

Life Insurance Settlements

Do you have a life insurance policy you no longer want or need? If so, we...

Long-Term Care Insurance

Unfortunately, Medicare does not cover all the costs that you might incur as...

Term Life Insurance

We continuously monitor your life insurance to ensure that it’s always...

underwriting

Underwriting Advocacy for Trustees & Private Clients

We can get you the best insurance for the best price, based on your...

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Get In Touch

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696
E-mail: info@capformgroup.com