Partnership with Capitas Financial

Capitas® Financial is a powerful partnership of leading life insurance and financial services brokerages that have come together to offer a superior portfolio of products, a state-of-the-art case management system and an aggressive national account marketing effort under one umbrella.

Together, our member firms represent a nationwide network of highly experienced insurance and investment specialists with the combined resources of a national organization and a local market presence. Clients draw from the expertise of professionals armed with a consistent, comprehensive and evolving marketing platform designed to meet any and all needs of their clients. Capitas delivers continuity throughout its membership by including experienced local "point of sale" support, enabling all brokerage partners the flexibility to select the services they need to create the most effective and suitable solutions for their clients. Our goal is to continue to provide local support, as well as offer the benefits and power of a national management team and mission.

Strategically based in major markets throughout the country for complete national presence, Capitas provides consistency throughout every affiliate with access to competitive insurance brokerage markets, advanced planning support, a case processing system, as well as cutting-edge design packages and products. We demonstrate our commitment to both national and regional accounts by arming all member firms with an exceptional portfolio of products, superior case management system and an aggressive national and regional account marketing effort. The result is a coordinated management and planning process that delivers unparalleled strategic partnerships - all with one goal in mind - to better serve our clients.

Focused on creating and maintaining strategic partnerships with wire-houses, financial planners, attorneys and financial service institutions including banks, broker/dealers and CPA firms, Capitas offers a product line with the objectivity and independence only attainable through an extremely diverse yet selective portfolio. Our portfolio includes competitive whole life, universal life, variable universal life, term life, long-term care, disability products, annuities, lifetime settlements and "niche" products to support cutting edge planning concepts.