Bill Betz (President)

Biography

As the Managing Principal, Bill is nationally recognized as a top-ranked specialist providing comprehensive estate and life insurance planning solutions for high net worth and ultra-high net worth clients of Banks; Wirehouse; Regional Broker Dealers; Financial Advisors; Portfolio Managers; Independent Financial Advisors, as well as Property & Casualty Firms throughout the Mid-Atlantic Region. He provides sophisticated, client-tailored, tax-efficient estate, asset protection, business succession and charitable planning strategies to the high-net-worth clientele of many highly regarded financial institutions in the United States.

As a Chartered Financial Consultant® and Chartered Life Underwriter®, Bill has over 40 years of high-end financial planning experience. His ability to cover the simple to the complex and explain in easy-to-follow terms, has been instrumental in developing long term relationships with trusted Advisors, while successfully implementing sophisticated strategies to protect personal and family wealth for closely held business owners; family offices and sports & entertainment Advisors, nationally.

BFA Wealth Partners

BFA Wealth Partners is an advisor-focused life insurance General Agency specializing in the design, underwriting, implementation, and ongoing service of life, disability, and long-term care insurance. We collaborate directly with financial institutions, wealth advisory firms, and private client advisors to deliver point-of-sale expertise and customized insurance solutions that integrate seamlessly into comprehensive financial plans.

Our consultative approach encompasses advanced planning, plan design, underwriting, and post-sale service. We work closely with trusted advisors in financial planning, risk management, tax, and legal planning to craft and implement life insurance strategies tailored for high-net-worth families and successful business owners. As a family-owned and operated firm, BFA Wealth Partners offers independent ownership with no preconceived agendas. Our team of seven experienced professionals brings intellectual capital and a client-centric process to every engagement, ensuring planning with a defined purpose and a reputation for caring.

Led by Managing Principal and General Agent Bill Betz, CLU®, ChFC®, and Managing Directors Adam Betz, CFP®, and Brian Betz, our team is committed to delivering sophisticated, unbiased solutions. We are proud to be a partner of Capitas Financial, servicing the brokerage needs of insurance and financial professionals in the Maryland, Washington, DC, and Virginia areas since 1970. For more information or to schedule a consultation, please visit our website at www.bfawealthpartners.com.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 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 Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.