Crystal Clark (National Disability Specialist - High Limit DI)

Biography

Crystal has supported the disability planning needs of Capitas staff and advisors throughout the country for over seven years. She has since been promoted to National Disability Specialist for Pacific Southwest Financial and Capitas. In addition, she has been a successful relationship manager and sales and marketing executive for over 15 years. Before Capitas, Crystal started her insurance career working with Medicare and specializing in Part C plans.

Crystal is passionate about assisting others in securing their financial future. Her extensive industry knowledge and decade-plus work in solving individual and business planning needs make her an indispensable asset to advisors in the education and sale of disability insurance.

Crystal studied at Duke University for Behavioral Finance, Grossmont College for Criminal Justice, and Princeton University for Digital Assets and Blockchain Technology. When not at work, Crystal enjoys traveling and spending time with friends, family, and her dogs.

Global DI

Global DI provides top-notch customer service, education, and hands-on assistance with disability income protection needs. Their objective is to construct a comprehensive and coordinated plan to convert information into action. As a result, they will deliver a benefit and contribute significantly to their goals as a company.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.