top of page
FINANCIAL INSTITUTIONS
Scroll Down
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:
bottom of page