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 than 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.
In 2001, twenty-one general agents joined forces to form Capitas Financial, a premier life insurance brokerage consortium.
Built on the strength and reputation of the group, the alliance was created to establish a strong, strategic partnership in the insurance and financial services industry and enhance the group’s reputation as the nation’s largest and most respected brokerage distribution organization.
Today Capitas’ network of leading agencies provide the benefits of a powerful national organization combined with the independence and entrepreneurial spirit of each of its local members.