Capitas Offers Un-Paralleled Support and Products
- World class sales support – Our sales support team is made up of the most experienced and knowledgeable experts in the country. Our online Producer Center™ is a robust tool filled with sales information and marketing concepts.
- Top-of-the-line quote technology – These tools allow us access to the largest selection of carriers and products in the nation, and provide convenient online insurance quotes.
- Unsurpassed front-end sales support – We will help you generate product illustrations and advanced case designs for even the most complex policies.
- Underwriting Expertise – By working closely with our clients and carriers we deliver superior underwriting support. As a partner of Capitas Financial, we can leverage the Capitas production volume and work with dedicated carrier teams to deliver the best underwriting results.
- Case Management – You focus on sales. We’ll focus on the back office. We have an experienced and reliable back office to help you conduct business through each stage in the application process including informal inquires, access to medical records, appointment processing and case management.
- Marketing support – Capitas provides its producers with industry leading marketing materials, ongoing education and C.A.M.P. (Capitas Advanced Marketing for Producers) seminars designed to keep you up to date on the newest information and help increase your profitability.
- Advanced sales support – Our experts will help you enhance your offering with unrivaled expertise in advanced marketing concepts and the most sophisticated planning techniques.
The Backing of Capitas Financial – Capitas is the nation’s fastest growing marketing organization. With more than 165 sales professionals and marketing territories in nearly every state, we leverage our size to give you an unparalleled selection of products and carriers, sophisticated technology and cutting edge marketing capabilities. Whether you need help identifying potential insurance prospects, assistance with a marketing campaign or an expert to meet with your clients or advisors, Capitas has the knowledge and ability to assist you.
Carriers
American General
AXA
Coventry First
Empire General
First Penn Pacific
GenAmerica
Genworth
Indianapolis Life |
ING
Jefferson Pilot
John Hancock
John Hancock USA
Lincoln National
Mass Mutual
MetLife
MONY |
Nationwide
New York Life
Principal
Protective
Prudential
Sun Life of Canada
Travelers Life & Annuity
West Coast |
Products
Single Life- Whole Life
Single Life - Universal Life
Single Life -Variable Universal Life |
Survivorship -Whole Life
Survivorship - Universal Life
Survivorship - Variable Universal Life |
Term
Long Term Care
Annuity
Return of Premium Term
Survivorship Term |
Advanced Marketing Concepts
Annuity Owners Receive Special Tax Advantages
Accounts Receivable Financing
BOLI
Business Valuation
Charitable Giving – Donor Advised Funds
Charitable Remainder Trust
COLI
Community Foundations
Cross Purchase Buy Sell
Custodial Gifts to Minors
Defective Trust
Deferred Compensation
Disclaimer Based Estate Planning
Donor Advised Funds and Supporting Organizations
Dynasty Trusts
Economic Benefit Regime Split Dollar
ESOP Buyout
Estate Planning for Non-Citizens
Estate Reduction By Giving
Estate Tax Changes of the 2001 Tax Act
Estate Trust Planning
Executive Bonus Plan Section 162 Plan
Family Limited Partnerships
Family Trust Purchasing Life Insurance |
GRAT
Installment Sales
Insured Death Benefit Only
IRA Retirement Plan Distribution Planning
Irrevocable Life Insurance Trusts
Key Executive
Last Will & Testament
Leveraged ESOP
Life Settlements
Loan Regime Split Dollar
Long Term Care
Methods to Support Deferred Compensation
One-way Buy Sell Plan
Pension Maximization
Policy Enhancement
Preferred Stock Recapitalization
Private Annuity
Private Family Foundation
Private Financing
Professional Organization Buy Sell
Qualified Personal Residence Trust
Restricted Access Bonus Arrangement
Salary Continuation
Traditional IRA |
