Behind each local Capitas Point-of-Sale are industry leading and nationally recognized Private Wealth Specialists which enable advisors to expand their client offerings to include a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. Our local sales management teams and national Private Wealth Groups ensure dedicated support for advisors.

Capitas offers a comprehensive planning process, providing a wide range of life, disability, and long-term care insurance products, supported by advanced technology and marketing capabilities. 

We provide personal, consultative assistance, helping advisors identify opportunities and navigate the insurance process. Through our Private Wealth Group, advisors gain access to subject matter experts, supporting ultra-high-net-worth clients with their wealth accumulation, protection, transfer, and philanthropic objectives.

Capitas provides solutions for virtually any financial and estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. 

We operate as fiduciaries, prioritizing the best interests of advisors' clients above all else. With access to over 50 top-rated insurance carriers, we leverage auction underwriting to provide the most competitive life insurance options. As a leading market player, we offer advisors' clients exclusive access to dedicated underwriting teams and specialized programs that are often unavailable to many professionals.