Locations

Capitas Financial, Inc. is a national organization made up of more than 20 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients.

Capitas: Offering Sophisticated, Unbiased Solutions

Over the past 15 years, Capitas Financial has developed strong and strategic relationships with insurance carriers, financial institutions and other financial services partners to provide sophisticated and unbiased portfolio of insurance solutions for advisors and brokers to utilize with clients. Capitas’ extensive network of resources, paired with a commitment to local service and support set Capitas Financial apart from others in the industry.

Capitas: National Outreach and Local Support

Capitas Financial has a national network of offices all working together to provide the very best service and support to help advisors and brokers grow their insurance business. Capitas Financial’s insurance professionals are knowledgeable and experienced, and will assist in handling all aspects of your client’s insurance needs through comprehensive policy reviews, case consultation and design, and advanced underwriting and marketing support.

Partner Map

01 - Advanced Brokerage Services, Inc.

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Office
Phone Number
505-292-3434
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Toll-Free
Phone Number
800-238-2914
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Fax
Phone Number
505-292-5962
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Territories
Phone Number
NM | TX

02 - Associated Life Brokerage, Inc.

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Office
Phone Number
908-756-9800
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Fax
Phone Number
908-756-8008
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Territories
Phone Number
NJ | PA

03 - Betz Financial Advisory, LLC

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Office
Phone Number
301-220-2100
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Fax
Phone Number
301-220-2112
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Territories
Phone Number
DC | DE | MD | VA

04 - The Blair Agency, Inc.

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Office
Phone Number
314-961-0013
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Fax
Phone Number
314-961-0091
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Territories
Phone Number
AR | IL | KS | MO | OK

05 - Capitas Financial Midwest, LLC (Illinois)

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Office
Phone Number
630-725-0000
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Toll-Free
Phone Number
888-795-8222
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Fax
Phone Number
630-724-0001
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Territories
Phone Number
CO | IA | IL | MI | MN | MT | ND | NE | SD | WI | WY

06 - Capitas Financial Midwest, LLC (Wisconsin)

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Office
Phone Number
414-276-7788
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Toll-Free
Phone Number
800-225-9032
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Fax
Phone Number
414-276-0784
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Territories
Phone Number
CO | IA | IL | MI | MN | MT | ND | NE | SD | WI | WY

08 - Gowers & Associates, Inc.

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Office
Phone Number
502-451-0252
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Fax
Phone Number
502-458-6961
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Territories
Phone Number
KY | TN

09 - Lauer & Associates, Inc.

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Office
Phone Number
205-870-7141
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Fax
Phone Number
205-871-6620
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Territories
Phone Number
AL | FL | MS

11 - NorthCoast Brokerage Agency, Inc.

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Office
Phone Number
216-566-7400
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Toll-Free
Phone Number
800-433-0488
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Fax
Phone Number
216-566-9863
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Territories
Phone Number
NY | OH | PA

12 - Pacific Southwest Financial (San Diego)

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Office
Phone Number
858-546-8686
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Toll Free
Phone Number
800-359-2786
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Fax
Phone Number
818-835-8573
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Territories
Phone Number
AK | AZ | CA | HI | ID | NV | OR | UT | WA

13 - Pacific Southwest Financial (Scottsdale)

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Office
Phone Number
602-955-1111
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Toll Free
Phone Number
888-917-7793
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Fax
Phone Number
818-264-2359
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Territories
Phone Number
AK | AZ | CA | HI | ID | NV | OR | UT | WA

14 - Pacific Southwest Financial (Woodland Hills)

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Office
Phone Number
818-702-0889
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Toll Free
Phone Number
888-851-6006
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Fax
Phone Number
818-264-2359
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Territories
Phone Number
AK | AZ | CA | HI | ID | NV | OR | UT | WA

15 - Pittsburgh Brokerage Services, Inc.

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Office
Phone Number
412-446-1300
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Toll Free
Phone Number
800-296-4143
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Fax
Phone Number
412-446-1350
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Territories
Phone Number
OH | PA | WV

16 - Popular Insurance, Inc.

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Office
Phone Number
787-706-4111
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Fax
Phone Number
787-759-0084
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Fax
Phone Number
787-759-9464
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Territories
Phone Number
Puerto Rico

17 - Rushing Financial Group, Inc.

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Office
Phone Number
317-569-7080
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Toll Free
Phone Number
800-382-4636
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Fax
Phone Number
317-569-7090
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Territories
Phone Number
GA | IL | IN | OH

18 - Smith Companies, Ltd.

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Office
Phone Number
617-723-4800
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Toll Free
Phone Number
800-845-7707
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Fax
Phone Number
617-367-6120
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Territories
Phone Number
CT | FL | MA | ME | MI | NC | NH | NY | RI | SC | VA | VT

Capitas DI Center

Phone Number Label
Office
Phone Number
855-489-0400
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Fax
Phone Number
773-725-7828

Capitas Executive Benefit Solutions

Phone Number Label
East Office
Phone Number
617-904-9444
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West Office
Phone Number
760-788-1321
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Fax
Phone Number
866-903-9927

Capitas Financial Home Office

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Office
Phone Number
952-544-0709
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Toll-Free
Phone Number
877-463-1234
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Fax
Phone Number
952-746-8059

Global DI

Phone Number Label
Office
Phone Number
858-546-8686 #1211
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Fax
Phone Number
818-835-8573

Passerelle Solutions

Phone Number Label
Office
Phone Number
305-359-3559
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Fax
Phone Number
305-407-3340

The Leaders Group (Broker Dealer)

Phone Number Label
Office
Phone Number
303-797-9080
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Toll-Free
Phone Number
800-293-4296
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Fax
Phone Number
303-797-7297