Capitas Financial, Inc. is a life insurance brokerage firm that partners with financial institutions across the United States to provide sophisticated and unbiased insurance and wealth management solutions.
Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish a strong and strategic alliance with leading insurance carriers and financial institutions.
Capitas Financial’s point-of-sale professionals work closely with advisors and agents to support the utilization and implementation of insurance for personal, business, estate and charitable planning solutions. Capitas’ sales professionals have a thorough knowledge of insurance and advanced planning techniques to assist advisors and their clients through a collaborative and consultative approach. Capitas offers an unparalleled selection of life, disability, and long-term care insurance products; as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams.
Few financial firms are more focused on technical expertise than Capitas. Leveraging the accumulated knowledge and experience of the individual wealth accumulation, management, and distribution practices of Capitas’ associates, Capitas provides solutions for virtually any estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. Capitas contributes insurance expertise for the most sophisticated financial planning considerations. This comprehensive and strategic approach to planning is the backbone of Capitas’ success.
Developed and adopted at Capitas’ inception, Sophisticated, Unbiased Solutions® captures the essence of our mission. As a true brokerage firm, Capitas is structured to provide objectivity. Representing the leading insurance carriers in the industry not only assures a choice of top quality, sophisticated products and programs, but an unbiased approach allows Capitas to provide the right solutions to financial problems and opportunities.