Capitas Financial, Inc. is a life insurance brokerage firm founded in 2001, offering advanced planning services for estate, business, and financial life planning needs. They provide a wide range of insurance products and services, including wealth transfer, estate planning, and executive benefits. Their target audience includes financial advisors and ultra-high net worth clients. Capitas' unique selling proposition is its ability to deliver customized insurance solutions through a collaboration of local and national resources, supported by industry-leading Private Wealth Centers. This approach allows them to offer tailored strategies for complex financial needs[1][3][5].