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.

LIMRA predicts strong life and annuity sales for the rest of 2026
08/12/2026

LIMRA predicts strong life and annuity sales for the rest of 2026

Life insurance and annuity sales hit records in 2025 and there’s every indication that those products will continue to see strong growth through the end of this year.

AI’s dual reality: Efficiency for insurers, disruption for agents
08/05/2026

AI’s dual reality: Efficiency for insurers, disruption for agents

Artificial intelligence is no longer a buzzword reserved for technology conferences and corporate strategy decks.

Annuity options are growing in 401(k)s, but adoption remains limited
08/03/2026

Annuity options are growing in 401(k)s, but adoption remains limited

Annuity options are gaining ground in 401(k)s, amid worker concerns about retirement income and longevity risks.

Things your clients should know before selling a life insurance policy
07/31/2026

Things your clients should know before selling a life insurance policy

The following information was released by the National Association of Insurance and Financial Advisors:. By Ike Trotter on 7/ 10/ 26 1:00 PM. A particular company boldly advertises these transactions as "Sitting on a Gold Mine.

Change the lens you use to evaluate premium-financed IUL
07/29/2026

Change the lens you use to evaluate premium-financed IUL

The right question, with the right context, changes everything.

A closer look at today’s annuities and Summer Markets history
07/27/2026

A closer look at today’s annuities and Summer Markets history

This week on The Alpha Wealth Hour with Tom Fortino, Tom examines how annuities have evolved over the years and what today’s options may offer retirees. He also discusses the financ…

Never stop learning: A lesson for the next generation of advisors
07/24/2026

Never stop learning: A lesson for the next generation of advisors

Globe Life reported higher second-quarter earnings Wednesday, driven by continued underwriting strength and strong health sales.

Tips for life, health insurance for military members, families
07/22/2026

Tips for life, health insurance for military members, families

Finding the right health or life insurance plans can feel like you're navigating a minefield, whether you're active duty, a reservist or a military family member. If you're in the market for one of these policies, here are a few things to consider:. If you are on active duty for more....

Is an annuity still worth it in today's economy? Experts weigh in
07/20/2026

Is an annuity still worth it in today's economy? Experts weigh in

Annuities can have some unique perks — but also some concerning drawbacks — in today's uncertain climate.

Before you debate premium financing, understand the bigger picture
07/17/2026

Before you debate premium financing, understand the bigger picture

The right strategy depends on context.

Address

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

Telephone

+19525440709

Website

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