The Blair Agency offers the professional financial advisor one stop access to a broad spectrum of insurance products from the finest insurance carriers. Since 1972, we have served the needs of brokers and advisors in Missouri, Arkansas, Kansas, Oklahoma and southwest Illinois with a full range of “value added” support resources to assist in properly integrating insurance products into an overall financial or estate plan. Our staff provides expert point of sale assistance and a full service experienced back office. The combination of our local service and support with the Capitas Financial network of member firms is unmatched in the insurance industry. We are committed to your success.
The Blair Agency Overview & Directories
Meet the Blair Agency | The Blair Agency Office Directory | Sales and Marketing Platform | Capitas Value Proposition | The Blair Agency Sales Desk
Team Biographies
Michael Blair | Tom Alexander | Jessica Ingram | Mark Haar | Chuck Wold
Capitas Marketing Pieces and Concepts
Strategies for Effective Wealth Transfer | FAQs About Life Insurance | Client Profile Chart | Selecting the Right Life Insurance Specialist | Life Insurance As An Asset - Sample | Life Insurance As An Asset - Concept | Estimated Long Term Care Costs - Sample
Life Happens Marketing Pieces
Protect Your Family's Financial Security | What Happens to Your Business When you Die | What You Need to Know About Life Insurance | Think You No Longer Need Life Insurance | Term vs. Perm Comparison | Protection is Paramount
Life Insurance Resources
How Much Life Insurance is Enough (Capitas) | Needs Analysis Calculator | Life Insurance Application Cycle | Sample Employee Notice and Consent Standard
Underwriting Resources
Bernie Connell, Senior Underwriting Consultant Biography | Formulas and Guidelines for Financial Underwriting | Medical Exam Checklist | Medical Exam Tips | Cover Letter Sample
Capitas Registered Investment Advisors (RIAs)
Capitas RIA Overview | Capitas RIA Fact Finder | Capitas RIA Who We Are | RIA Compensation Decision Tree | RIA Resources
Forms
Application Request Form | Inforce Request Authorization Form | Preliminary Fact Finder | Life Made Simple Application Request
iPipeline Quoting and iGo Application
Online Quoting | Mobile Quoting | iGo Application | Forms Search | Product Information | Underwriting Guidelines