The Capitas Virtual Library is a Capitas-branded version of Virtual Sales Assistant (VSA) Library. The Library contains a vast number of financial fact-finding forms, presentations, sales concept pages, and specimen documents that partner offices can use to a reference point in supporting producers and clients.
Contact your local Capitas office for more information.
The Capitas-branded Kugler System for Windows is an Excel spreadsheet based program of over 200 business planning and estate planning techniques. Client information is input and the resulting reports illustrate the impact of the selected strategies on the clients' financial status.
Capitas Life Insurance Concepts (CLICs) focus on specific insurance planning ideas aimed at a specific target audience. These concepts are illustrated through case studies and incorporate the Kugler for Windows descriptions and diagrams.