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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.
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.
Overview
Location
United States, Minnesota, Minneapolis
Employees
501-1000
Phone
(877) 463-1234
Founded date
2001
Mentions in press and media 2
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| LTC Global Acquires NorthCoast Brokerage and Expands Capitas Relationship | FORT MYERS, Fla.--(BUSINESS WIRE)--Feb 25, 2021-- LTC Global, Inc. announced today that it has acquired North Coast Brokerage Agency, Inc. (NorthCoast). NorthCoast is a Capitas Financial partner and has offices in Cleveland, Ohio, and Erie,... |
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FAQ about Capitas Financial
When was Capitas Financial founded?
Capitas Financial was founded in 2001.
What has the press written about Capitas Financial?
Parsers VC has collected 2 articles mentioning Capitas Financial, among them “LTC Global Acquires NorthCoast Brokerage and Expands Capitas Relationship”.
Is Capitas Financial still active?
Yes, Capitas Financial is active; its latest activity on Parsers VC dates from Dec 17, 2019.