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FINANCIAL INSTITUTIONS

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Capitas Financial is a leader in providing sophisticated, unbiased insurance solutions for many of the nation’s largest wealth management firms. 

 

As a Capitas partner office, BFA’s local point of sale service model utilizes a hands-on approach to assist our advisors in every step of the insurance planning process for their most valued clients.   

 
CAPITAS BY THE NUMBERS
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Partner Offices

20

Court

Insititutional Accounts

21

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$29bil

in Death Benefit Placed in 2017–2019

SOME OF OUR INSTITUTIONAL PARTNERS:
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6406 Ivy Lane, Suite 220, Greenbelt MD 20770

Ph: 301.220.2100

team@betzfinancialadvisory.com

 

© 2022 by Betz Financial Advisory, LLC

Securities offer through The Leaders Group, Inc., Member FINRA/SIPC.

26 West Dry Creek Circle, Littleton, CO 80120. 

 

Betz Financial Advisory, LLC is not affiliated with The Leaders Group, Inc.

Check us out on FINRA BrokerCheck

Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.

This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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