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 Capitas Financial, Inc.


Capitas Financial Overview


POINT OF SALE

Underwriting Concierge Program
  • Capitas Core Competency
  • Organized to Support Success of Point of Sale in Financial Institutions
  • 130 Point of Sale
  • 17 Processing Centers
  • Support with Case Design, Internal Marketing, Case Management, and National High Net Worth Expertise

FINANCIAL INSTITUTIONS

Underwriting Concierge Program
  • Custom Built Plans
  • Can Custom Build Field Force for Institutional Customer
  • Business Reviews
  • Sustainable
  • Compliant
  • Service Organization Controls (Audit)
  • Life Made Simple
  • Financial Advisor Penetration

ADVANCED PLANNING

Underwriting Concierge Program
  • Estate Planning
  • Business Planning
  • Executive Benefits & Disability Insurance
  • Charitable Giving
  • Wealth Transfer and Distribution Planning
  • Wealth
  • Sports and Entertainment Industry
  • International Capabilities (Pacific Bridge)

CULTURE

Underwriting Concierge Program
  • Value Drivers
    • Local and National Leadership
    • Compliant
    • Support Culture of Those We Serve (Accommodating)
    • Sustaining & Flexible
    • Insurance Review Culture
  • Broker Dealer
  • Common Technology
  • Model Office:
    • Case Design
    • Internal Marketing
    • Case Management
    • Licensing & Appointments

PRODUCTIVITY

Underwriting Concierge Program
  • Business and Marketing Plans
  • Experienced Point of Sale Network
  • Client Profiles
  • Study Groups
  • Sales Desk Set Both Locally & Nationally
  • Outbound Calling Campaigns
  • Marketing Campaigns

STATE-OF-THE-ART TECHNOLOGY

Underwriting Concierge Program
  • Capitas Tools:
    1. Kaspersky
    2. Tellus
    3. Advisys
    4. PaperClip
    5. Discovery
    6. CRM
    7. Agency Integrator
    8. iGo
    9. XRAE
    10. DocFast
    11. Forms Pipe
    12. Life Pipe Quoting Tools
    13. Mobile Quoting Tools
    14. Vital Signs
Underwriting Concierge Program

Capitas

National Firm

Founded in 2001

Life Carriers Outsourcing Sales

Financial Institution’s Outsourcing Life Insurance

Capitas has Significant Life Capabilities with Variable Cost Model

130 Insurance Point of Sale Delivering Life Advice to Financial Institution Customers

Focused Point of Sale Organization and Growing

Focused on Advanced Planning at Point of Sale and Technology to Increase Financial Advisor Penetration

PRIMARY CARRIERS

Underwriting Concierge Program

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA / SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120, (303) 797-9080. Capitas Financial and Pacific Southwest Financial are not affiliated with The Leaders Group, Inc. or TLG.

Pacific Southwest Financial

Pacific Southwest Financial (PSF) began operations in 1997 as a merger of two career General Agencies. PSF has office locations in Los Angeles, Orange County, San Diego, and Scottsdale, AZ.

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Contact Us

Home Office
21021 Ventura Blvd., Suite 400
Woodland Hills, CA 91364
Phone: 818.702.0889
Fax: 818.264.2359

6263 North Scottsdale Road, Suite 395
Scottsdale, AZ 85250
Phone: 602.955.1111
Fax: 602.955.1520

843 Alder Creek Dr., Suite A
Medford, OR 97504
Phone: 541.500.0877
Fax: 818.264.2359


9915 Mira Mesa Blvd., Suite 110
San Diego, CA 92131
Phone: 858.546.8686
Fax: 818.835.8573

25201 Paseo De Alicia, Suite 270
Laguna Hills, CA 92653
Phone: 949.296.1161
Fax: 949.296.1170