04 - The Blair Agency

1401 South Brentwood Blvd.
Suite 500
St. Louis, MO 63144

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AR | IL | KS | MO | OK

The Blair Agency, a founding member of Capitas Financial, is the premier provider of life, long term care and disability insurance to financial professionals, attorneys, accountants, bank trust officers and other advisors who provide their clients with advice regarding insurance needs as a part of their professional practice. 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 The Blair Agency has 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.


The Blair Agency Overview & Directories

The Blair Agency At-A-Glance  |  The Blair Agency Office Directory  |  New Business Key Contacts  |  Life Insurance Planning Team  |  Sales and Marketing Platform  |  Capitas Value Proposition  |  The Blair Agency Sales Desk


Team Biographies 

Michael Blair  |  Tom Alexander  |  Derek Alexander  |  Mark Haar  |  Chuck Wold


Marketing Pieces and Concepts

FAQs About Life Insurance  |  Client Profile Chart  |  Selecting the Right Life Insurance Specialist


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

Life Insurance Application Cycle  |  Insurance Company and Capitas Web Base Resources  |  Dividend Rate Report  |  Sample Employee Notice and Consent Standard  |  Life Insurance Study Sales Presentation  |  Policy Summary Template  |  Policy Review and Recommendation Document


Underwriting Resources

Bernie Connell, VP of Underwriting Biography  |  Formulas and Guidelines for Financial Underwriting  |  Medical Exam Checklist  |  Medical Exam Tips  |  Cover Letter Guidelines  |  Cover Letter Sample


Disability Insurance Resources

Capitas DI Center Product Overview  |  Capitas DI Center Income Protection Update  |  "Aren't I Covered Already?" Broker World Article  |  Capitas DI Center Sample Quote


Capitas Registered Investment Advisors (RIAs) 

Capitas RIA Overview  |  Capitas RIA Fact Finder  |  Capitas RIA Who We Are  |  RIA Compensation Decision Tree  |  RIA Resources



Application Request Form  |  Asset Inventory Worksheet  |  Inforce Request Authorization Form  |  Life Insurance Proposal Request Form  |  Preliminary Fact Finder  |  Capitas Preliminary Inquiry and HIPAA Authorization | Life Made Simple Application Request  |  Life Made Simple Application Request Instructions


iPipeline Quoting and iGo Application

Online Quoting | Mobile Quoting | iGo Application | Forms Search | Product Information | Underwriting Guidelines


Legal & General America AppAssist

AppAssist Link | AppAssist Microsite | AppAssist Demo Site


John Hancock Life eTicket

John Hancock Life Drop Ticket | JH Life eTicket FAQ