Underwriting Guidelines & Build Charts

Capitas Financial has the knowledge and experience to handle your most difficult cases. Working with us, you will have access to a dedicated team of underwriters who work exclusively with Capitas cases.

To access UNDERWRITING GUIDELINES & REQUIREMENTS or BUILD CHARTS please use the following prompts:

1. Click the link below to access the Carrier and Product database
2. Select the appropriate carrier(s) and product(s) and click on the hyperlinks provided
3. On the next screen, select from Underwriting Guidelines, Build Charts or Underwriting Requirements

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