CONFIDENTIALITY AND SECURITY
We are proud to announce that Capitas Financial and its agencies are SOC certified. We conduct annual testing from independent experts to ensure our servers and firewall devices deter and detect outside attempts.
Who We Are
The Power of Capitas Financial
Who We Are
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.
HISTORY
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.
Value Beyond Insurance
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.
Local Capitas Point of Sale professionals are supported by an industry leading nationally recognized Private Wealth team. The Capitas Private Wealth Team of experts enable 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, Foreign National Capabilities and Premium Finance. We understand that a highly customized approach is required for the needs of today's Ultra High Net Worth Clients.
Planning Solutions
Capitas is a premier partner, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. We can offer a highly customized approach required for clients using the industry leading collaboration of Capitas’ local and national resources.
VALUE PROPOSITION
Creating trusted relationships by delivering customized insurance based solutions with best in class service and support is how we differentiate ourselves from the industry. We understand wealth and what it takes to acquire it, grow it, and provide a legacy to the next generation. We stand by our commitment to service and longevity with over 800,000 inforce policies attributable to us and our affiliates.
CAPITAS BY THE NUMBERS
- Capitas Founded
- inforce policies
- Capitas Footprint
- Death Benefit Amount
- Financial Institutions
- insurance premiums
