Capital Direct Insurance Services

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This Thanksgiving, our team at Capital Direct Insurance Services is grateful for the trust our clients, partners, and co...
11/27/2025

This Thanksgiving, our team at Capital Direct Insurance Services is grateful for the trust our clients, partners, and community place in us.

Abraham Lincoln declared Thanksgiving a national holiday in 1863 as a reminder that gratitude and unity matter most during challenging times.

We are thankful to serve the people and businesses that make our work meaningful. From our team to yours, have a safe and joyful holiday surrounded by family, friends, and peace of mind.

Today’s the day.In just a few hours, The Rockefeller Retirement Strategy goes live — the 30-minute session revealing how...
11/14/2025

Today’s the day.

In just a few hours, The Rockefeller Retirement Strategy goes live — the 30-minute session revealing how the wealthiest families in America protect their assets, eliminate estate taxes, and pass down wealth tax-free for generations.

If you’ve ever wondered how to build financial control that lasts beyond your lifetime, this is the one to attend.

Hosted by Kristopher Martin, Jon Mott, and Robert D. Skousen, Esq.

🕒 Today at 3 PM PT / 6 PM ET
🔗 Join live here: https://attendee.gotowebinar.com/register/852933402149623904?source=Insta

Tomorrow we go live.The wealthiest families in America follow one principle: control everything, own nothing. Learn how ...
11/13/2025

Tomorrow we go live.

The wealthiest families in America follow one principle: control everything, own nothing. Learn how they protect and pass wealth tax-free across generations — and how you can too.

Join Kristopher Martin, Jon Mott, and Robert D. Skousen, Esq. for The Rockefeller Retirement Strategy, a 30-minute live event that reveals the modern blueprint for lasting wealth.

📅 Friday, November 14 | 3 PM PT / 6 PM ET
⚡ Register before it fills: https://attendee.gotowebinar.com/register/852933402149623904?source=Insta

Most people chase money. The ultra-wealthy chase structure.The Rockefeller Retirement Strategy reveals how modern entrep...
11/12/2025

Most people chase money. The ultra-wealthy chase structure.

The Rockefeller Retirement Strategy reveals how modern entrepreneurs are using trust planning, insurance design, and legal precision to make wealth inevitable.

Join Kristopher Martin, Jon Mott, and Robert D. Skousen, Esq. for a live 30-minute session that redefines legacy.

📅 Friday, November 14 | 3 PM PT / 6 PM ET
🔗 Register here: https://attendee.gotowebinar.com/register/852933402149623904?source=Insta

Today we honor those who have served with dedication and sacrifice. 🇺🇸Veterans Day began as Armistice Day in 1919, marki...
11/12/2025

Today we honor those who have served with dedication and sacrifice. 🇺🇸

Veterans Day began as Armistice Day in 1919, marking the end of World War I. It became a national holiday in 1954 to honor all who served in the U.S. Armed Forces.

At Capital Direct Insurance Services, we share those same values of discipline, integrity, and service. To all veterans and their families, thank you for your courage and commitment.

The Rockefellers didn’t just make money — they built a system that outlived them.Learn how Non-Grantor Trusts, IULs, and...
11/11/2025

The Rockefellers didn’t just make money — they built a system that outlived them.

Learn how Non-Grantor Trusts, IULs, and strategic estate design protect wealth while creating lasting tax-free income.

Join Kristopher Martin, Jon Mott, and Robert D. Skousen, Esq. for a 30-minute live session that breaks down the modern blueprint for generational wealth.

📅 Friday, November 14 | 3 PM PT / 6 PM ET
🔗 Sign up today: https://attendee.gotowebinar.com/register/852933402149623904?source=Insta

The wealthy don’t build wealth by luck — they build it by design.Discover how the elite use trusts, insurance, and legal...
11/10/2025

The wealthy don’t build wealth by luck — they build it by design.

Discover how the elite use trusts, insurance, and legal structure to protect what they’ve built, create tax-free income, and maintain control across generations.

The Rockefeller Retirement Strategy goes live soon.

🗓 Friday, November 14 | 3 PM PT / 6 PM ET
🔗 Reserve your seat: https://attendee.gotowebinar.com/register/852933402149623904?source=Insta

Money doesn’t build legacy. Strategy does.Learn how the Rockefellers created generational wealth that still grows tax-fr...
11/10/2025

Money doesn’t build legacy. Strategy does.

Learn how the Rockefellers created generational wealth that still grows tax-free today — and how modern entrepreneurs are quietly following the same blueprint.

Join Kristopher Martin, Jon Mott, and Robert D. Skousen, Esq. for a live 30-minute session on The Rockefeller Retirement Strategy and how to build control that lasts generations.

📅 Friday, November 14 | 3 PM PT / 6 PM ET
👉 Register now: https://attendee.gotowebinar.com/register/852933402149623904?source=Insta

Join Our Team as a Life and Wealth Advisor in Arizona!At Capital Direct Insurance Services, we’re redefining what it mea...
06/26/2025

Join Our Team as a Life and Wealth Advisor in Arizona!
At Capital Direct Insurance Services, we’re redefining what it means to work in life and wealth management. Here, you’ll thrive in a close-knit, team-based environment that values collaboration, innovation, and exceptional service without the corporate feel.
If you’re a driven professional ready to grow as a Life and Wealth Advisor in a supportive, people-focused setting, we’d love to hear from you.
https://app.loxo.co/job/Mjk0OTctaHp4bnVpemFhdnV2ZGZ1Yw==...

Address

Chandler, AZ
85226

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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