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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

Partner Offices
20

Insititutional Accounts
21

$29bil
in Death Benefit Placed in 2017–2019
SOME OF OUR INSTITUTIONAL PARTNERS:




















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