Capitas Financial, Inc.

Capitas Financial, Inc. Capitas is a life insurance brokerage company that offers a superior portfolio of insurance products

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.

These life-insurance policies are booming. Here’s who should — and shouldn’t — buy one
06/17/2026

These life-insurance policies are booming. Here’s who should — and shouldn’t — buy one

Indexed universal life insurance policies have a very specific purpose that can help families, if used correctly.

How can an annuity help me?
06/05/2026

How can an annuity help me?

As traditional pensions become rare and we are living longer and healthier lives, people are increasingly seeing the appeal of the guaranteed income that an annuity can provide. In fact, 1 in 5 people say they own an annuity.¹

Convertible market dynamics and the portfolio implications for insurers
06/03/2026

Convertible market dynamics and the portfolio implications for insurers

The convertible market has grown significantly in recent years, reflecting increased equity issuance and evolving corporate financing needs.

A new opportunity for advisors: Younger indexed annuity buyers
06/01/2026

A new opportunity for advisors: Younger indexed annuity buyers

Nationwide's latest Advisor Authority study found that a majority of millennials and Gen Xers are likely to put part of their portfolio in an annuity.

How do I get disability insurance?
05/29/2026

How do I get disability insurance?

Disability Insurance 101 How do I get disability insurance? Here are the main ways to get disability insurance or disability benefits: Through Your Employer Employer-sponsored disability insurance is a common benefit offered by businesses, especially larger ones. It is typically provided on a group....

The case for DTC/agent hybridization
05/27/2026

The case for DTC/agent hybridization

Life and annuity carrier executives are concerned about a critical issue – the increasing cost of customer acquisition.

Today we pause to honor the brave men and women who gave their lives in service to our country. Their sacrifice will nev...
05/25/2026

Today we pause to honor the brave men and women who gave their lives in service to our country. Their sacrifice will never be forgotten. Wishing everyone a meaningful and reflective Memorial Day.

How much disability insurance do I need?
05/22/2026

How much disability insurance do I need?

Disability Insurance 101 How much disability insurance do I need? There is no one-size-fits-all answer for how much disability insurance a person needs. That’s because that number is dependent on many personal factors. That said, an easy way to get an idea of how much disability insurance you woul...

Life Insurance for Seniors Market Is Going to Boom
05/20/2026

Life Insurance for Seniors Market Is Going to Boom

The global Life Insurance for Seniors market will expand at a compound annual growth rate CAGR of 5 7 from 2025 to 2033 from USD 53 9 Billion in 2025 to USD 83 4 Billion by 2033 Consider how these ...

Rethinking retirement income: The role of annuity laddering
05/18/2026

Rethinking retirement income: The role of annuity laddering

Two approaches to a strategy that provides guaranteed income.

Address

200 C**n Rapids Boulevard Suite 300
C**n Rapids, MN
55433

Telephone

+19525440709

Website

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