Our goal is to provide local support, plus the benefits and power of a national management team and mission. Capitas provides two offerings for Disability Insurance:
The Capitas DI Center
The Capitas DI Center is one of the most experienced and knowledgeable disability insurance wholesalers in the country. Our primary goal is to serve your client relationships with independent agents, brokers and financial planners in our national accounts. Ultimately, we will help uncover opportunities and provide income protection expertise when you are delivering financial solutions.
Your dedicated Capitas DI Center is there for you in each step of the sales process, from answering simple and complex questions, to quote submission, pre-underwriting, carrier and product selection, underwriting, and policy delivery. The Capitas DI Center is available, when and where appropriate, to work with your clients directly at any stage.
The underwriting for disability insurance products is a unique and complex process. Therefore, the Capitas DI Center pre-screening process is highly comprehensive, which sets us apart in the industry. We will help you communicate more effectively with your clients, providing you with the best solutions to secure your clients financial goals.
Ensure financial security for your clients through personal and business disability protection. Contact us for assistance with your next case or call 855-489-0400. Otherwise, fill out the appropriate Request for Proposal form and we will get in touch with you.
In November 2020, LTC Global, Inc. acquired Hazlet, New Jersey-based NJ LTC, and DI Brokers Corporation (NJLTC). NJLTC specializes in Disability Income insurance solutions and long-term care for its clients and distribution partners. NJLTC is doing business as Global DI within Capitas Financial and is set up under Pacific Southwest Financial. Global DI adheres to the required Capitas SOC and IT protocols.
Crystal Clark, 858-546-8686 x1211, is Global DI’s Disability Specialist, partnering with Point of Sale and Financial Advisors during the sales process. Global DI President, Dennis O’Conner, 732-335-5890 x6, will provide back-office support to Crystal and the Capitas offices. Crystal has supported the disability planning needs of Capitas staff and advisors throughout the country for over seven years.
We provide top-notch customer service, education, and hands-on assistance with disability income protection needs. Our objective is to construct a comprehensive and coordinated plan to convert information into action. As a result, we will deliver a benefit and contribute significantly to our goals as a company.
The Westport Group
The Westport Group was created to research and design customized disability protection products for the unique needs of high-income earners. They are a veteran-owned business that works with many of the largest corporations and partnerships in the world to reduce their exposure, solve the protection gap, and safeguard their continued success.
The Westport Group has researched, designed, developed, and launched a first-to-market disability protection product specifically for teams of elite professionals like yours – partners at law firms, corporate executives, and asset managers.
At The Westport Group, we begin by listening and getting to know your current insurance picture in order to develop customized solutions that are tailored to you. Please call us at 781-380-1055 or email us to start the conversation.