The Capitas Virtual Library is a Capitas-branded version of Virtual Sales Assistant (VSA) Library. The Library contains a vast number of financial fact-finding forms, presentations, sales concept pages, and specimen documents that partner offices can use to a reference point in supporting producers and clients.
Contact your local Capitas office for more information.
The Capitas-branded Kugler System for Windows is an Excel spreadsheet based program of over 200 business planning and estate planning techniques. Client information is input and the resulting reports illustrate the impact of the selected strategies on the clients' financial status.
Since the passage late last year of the “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010”, numerous articles, presentations, and sales ideas have been published by Capitas’ preferred carriers. To provide you convenient access to some of these resources, we have created a new folder, 2010 Tax Act Resources, on the Capitas Producer Center.