Planning Solutions for the Ultra-High Net Worth
Value Beyond Insurance
Capitas Financial, Inc. is a life insurance brokerage firm that operates at both the national and local levels, offering a superior portfolio of insurance products and services and an extensive national account market.
Through one of the industry leading collaboration of local and national Capitas resources, we can provide creative solutions to enhance your relationships with clients through a vast array of advanced financial and insurance based planning strategies. These are custom tailored to meet your clients' specific needs.
Partnering with some of the most respected Financial Institutions
- Arvest
- Baird
- Benjamin F. Edwards
- Citizens
- Janney
- Key Bank
- Morgan Stanley
- Oppenheimer
- Disclaimer
- Raymond James
- RBC
- Stifel Nicolaus
- Synovus
- UBS
- US Bank
- Willis
- WFA, Merrill & BofA
System Organization Control Certification
Capitas Financial has achieved a System Organization Control (SOC) certification. Learn more about our dedicated team of cyber security experts and security series.
Expand your service capability and revenue potential