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The Capitas Advantage:  Sophisticated, Unbiased Solutions®

 

Capitas has a proven track record of providing unbiased and unmatched support and service to leading financial institutions. Capitas provides comprehensive support for all life insurance, disability income and long term care insurance needs across the country for national wirehouses and private banks. 

 

Representing the leading insurance carriers in the industry not only assures Capitas a choice of top quality, sophisticated products and programs, but an unbiased approach allows Capitas to provide the right solutions to financial problems and opportunities. Leveraging the accumulated knowledge and experience of the individual wealth accumulation, management, and distribution practices of Capitas’ associates, Capitas provides solutions for virtually any estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. Capitas contributes insurance expertise for the most sophisticated financial planning considerations. This comprehensive and strategic approach to planning is the backbone of Capitas’ success

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6406 Ivy Lane, Suite 220, Greenbelt MD 20770

Ph: 301.220.2100

team@betzfinancialadvisory.com

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© 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.

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Check us out on FINRA BrokerCheck

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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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