Capitas Financial

Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. Capitas offers an unparalleled planning process and 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. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals. Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance.

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3.1

Overall Excellence Rating

Industry

Financial Services

Category

Insurance Carriers

ESG/Ethical Impact

Capitas Financial places a strong emphasis on ethical governance practices, ensuring transparency, accountability, and ethical conduct in its premium financing operations. These governance standards protect the interests of policyholders and investors, fostering trust and confidence in the company’s services. Capitas Financial’s primary impact is in facilitating access to life insurance for individuals and businesses through premium financing. By offering financing solutions, the company enables clients to secure life insurance coverage, which can provide financial security for families, protect businesses, and contribute to social well-being. While the primary focus is on premium financing, Capitas Financial may also consider environmental sustainability in its operations. Efforts to reduce its environmental footprint through eco-friendly office practices, responsible resource management, and sustainability initiatives contribute to broader sustainability goals and reflect corporate responsibility.

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Awards Received

2023

Revenues

$51,300,000.00

Website Traffic

Employee Rating

3.9

Customer Rating

3.5

Company Size

100-1000

ESG Risk Rating

4

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