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Capitas Financial, Inc. is a life insurance brokerage firm that partners with financial institutions

across the United States to provide sophisticated and unbiased insurance and wealth

management solutions.

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 alliances with leading

insurance carriers and financial institutions.

Capitas Financial’s point-of-sale professionals work closely with advisors and agents to support the utilization and implementation of insurance for personal, business, estate and charitable planning solutions. Capitas’ sales professionals have a thorough knowledge of insurance and advanced planning techniques to assist advisors and their clients through a collaborative and consultative approach. Capitas offers an unparalleled selection of life, disability, and long-term care insurance products; as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams.

Few financial firms are more focused on technical expertise than Capitas. Leveraging the accumulated knowledge and experience of the individual wealth accumulation, management, and distribution practices of Capitas’ associates, Capitas provides solutions for virtually any estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. Capitas contributes insurance expertise for the most sophisticated financial planning considerations. This comprehensive and strategic approach to planning is the backbone of Capitas’ success.


Capitas Financial, Inc. is a national organization made up of 25 regional processing centers, 120 point-of-sale professionals and 150-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: Offering Sophisticated, Unbiased Solutions

Over the past 20 years, Capitas Financial has developed strong and strategic relationships with 10+ insurance carriers, 20+ financial institutions and other financial services partners to provide sophisticated and unbiased portfolio of insurance solutions for advisors and brokers to utilize with clients. Capitas’ extensive network of resources, paired with a commitment to local service and support set Capitas Financial apart from others in the industry.

Capitas: National Outreach and Local Support

Capitas Financial has a national network of offices all working together to provide the very best service and support to help advisors and brokers grow their insurance business. Capitas Financial’s insurance professionals are knowledgeable and experienced, and will assist in handling all aspects of your client’s insurance needs through comprehensive policy reviews, case consultation and design, and advanced underwriting and marketing support.

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