Capitas has a proven track record of providing unbiased and unmatched support and service to leading financial institutions. Capitas provides comprehensive support for all life, disability, and long-term care insurance needs across the country for national wirehouses. Contact us to learn more about becoming one of our financial institutions.
Capitas provides brokers and advisors with superior local service utilizing advanced marketing skills and centralized technology. Our goal is to expand your service capability and revenue potential, while minimizing the time and energy required on your part to achieve that expansion.
Capitas provides brokers and advisors with superior local service utilizing advanced marketing skills and centralized technology. Our goal is to expand your service capability and revenue potential, while minimizing the time and energy required on your part to achieve that expansion.
Services
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 alliance with leading insurance carriers and financial institutions.
Bill Betz joined Capitas in 2003. Delaware was added to his Capitas marketing area in 2008. Bill has over 43 years of experience in the insurance business. Believing in community service and giving back to his profession, Bill most recently served on the Board of the National Capital Chapter of the Society of Financial Service Professionals.
Capitas is an organization of over 130 experienced life insurance professionals that offers a multi-carrier portfolio of products and unbiased consultative assistance to advisors and their clients. Capitas is a convenient and responsive support and fulfillment center provided to financial advisors to assist with general life insurance questions and to facilitate the life insurance sales process.
At Capitas no case is too big or small. No matter what your annuity needs are, we're here for you offering: state-of-the-art technology, the latest information and resources, cutting edge marketing capabilities and unparalleled customer service. Capitas Financial is dedicated to delivering sophisticated, unbiased solutions.
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