In 2001, twenty-one partners from the R.E. Lee Group joined forces to form Capitas® Financial, LLC - a premier life wholesale brokerage consortium. Built on the strength and reputation of the group, the alliance was created to establish a strong strategic partnership in the financial services industry and enhance the group's reputation as the nation's largest and most respected brokerage distribution organization in the marketplace.
Historically involved with high net-worth clients, many of our partners have worked together for more than a decade, enjoying a proven track record as an elite player in the financial services industry with the largest point-of-sale support system in the country.
Today, our network of leading agencies from across the country provides you and your associates with the benefits of a powerful national organization combined with the independence, ambition and entrepreneurial spirit of each of its local members.