Capitas Financial is a premier and independent life insurance brokerage general agency founded in 2001. Throughout our history, Capitas Financial has developed strong and strategic partnerships with insurance carriers and financial institutions to provide “Sophisticated, Unbiased Solutions” to advisors and agents across the country. Leveraging its size and expertise, Capitas Financial has more tha
n 25 locations and 350 insurance professionals located across the United States to provide an unparalleled selection of products, marketing and planning strategies. Capitas Financial’s point-of-sale professionals partner with advisors and agents to support the utilization and implementation of life insurance for personal, business, estate and charitable planning solutions. Our sales professionals have a thorough knowledge of products and advanced planning techniques to assist advisors and their clients through a collaborative and consultative approach.
