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Capital South Wealth Management, LLC.

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Insurance

Insurance

Commissions are paid to the advisor by the insurance company. We will provide you the commission payout from insurance products on request. Capital South Wealth Management's professional insurance agents choose insurance products based on the criteria below:

1. Need: Does the client have a need for the policy?

2. Financial condition of the insurance company: Is the insurer able to pay all of its claims and remain solvent.

3. Cost to the client: If more than one policy passes the first two screens, the policy that will cost the client less will be selected.

 

What We Charge

  • Financial Planning
  • Portfolio Management
  • Insurance

Contact Us

Don't hesitate to get in touch with us.
We appreciate the opportunity to become your trusted advisor.

Get to know us

Phone: 225-709-0703
Fax: 225-709-0792
Toll Free:

Email: james@capitalsouthwm.com

6513 Perkins Road Suite 106, Baton Rouge, Louisiana 70808

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Advisory services offered through Capital South Wealth Management LLC, a Registered Investment Adviser in the state of Louisiana.

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