Advanced Brokerage Services
Capitas Financial Inc. is a life insurance brokerage firm that operates on both national and local levels, providing a superior portfolio of insurance products and services tailored for ultra-high net worth clients. Through collaborations with leading financial institutions, Capitas offers innovative financial and insurance-based planning strategies designed to enhance client relationships.
The firm has achieved a System Organization Control (SOC) certification, showcasing its commitment to cybersecurity and the protection of client information. Capitas Financial's dedicated team works to expand service capabilities and revenue potential for financial advisors across the country.
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