SouthCap Brokerage Group is a life insurance general agency that specializes in assisting wealth managers, financial advisors and family offices with their clients’ advanced life insurance and estate planning needs. SouthCap is the only dedicated life insurance firm started by individuals with capital markets experience catering to financial services professionals. Services provided include expert policy portfolio analysis and construction, underwriting advocacy, and advanced case design.
Our job is to see the market for you.
We work with advisers to build stable, suitable, tax efficient insurance portfolios.
Underwriting is about control. We want to take as much uncertainty out of the equation as possible.
As an independent agency, we represent our clients to the entire marketplace.