Capitas Financial has partnered with life and disability insurance carriers and associations to develop superior high limit coverage for high net worth clients, including those involved in the sports and entertainment fields. Clients who have careers in these areas need advisors who can partner with insurance consultants that specialize in coverage for athletes, entertainers and others representing this exclusive field.
Capitas Financial’s Sports and Entertainment Division has significant experience working with advisors and their athlete and entertainer clients. Capitas Financial is committed to providing “Sophisticated, Unbiased Solutions” to successfully meet the needs and goals of the client.
Capitas’ veteran team of consultants can assist with case design and illustration services for more complex cases or even provide simple case consultation and planning options. Accessible directly, the Capitas network enables wealth management professionals to enhance their practices by effectively integrating life insurance into the ultra-high net worth client’s overall estate, business or financial plans.
Capitas Financial Specialty Areas:
- Estate planning
- Business planning
- Executive benefits and disability insurance
- Retirement planning
- Wealth transfer and distribution planning
- Sports and entertainment industry
- Oil and gas industry
- International capabilities
- Ultra-high net worth strategies