Deep Insurance Resources and Partnerships

 

Capitas                                                                     

 

 

At a Glance

Capitas Financial, LLC, provides a multi-carrier portfolio of products and unbiased consultative assistance to Forthright Financial.  Capitas leverages the strength of a national organization with local sales and service support. 

Individual Protection

  • Policy Review
  • Income Replacement
  • Disability income
  • Long Term Care Planning

 

Business Planning

  • Buy Sell
  • Key Person
  • Succession Planning
  • Non Qualified Retirement Plans
  • Supplemental Executive Benefits

 

Estate Planning

  • Wealth Transfer Strategies
  • Estate Equalization
  • Estate Tax Analysis
  • Charitable Giving

 

Additional Support

  • Annuities
  • Life Settlements

 

 

Carriers

  • American General
  • AXA/Equitable
  • Aviva
  • Banner
  • ING
  • John Hancock
  • LincolnBenefit
  • LincolnFinancial
  • Met Life
  • Nationwide
  • Principal
  • Protective
  • Prudential
  • Sun Life
  • Transamerica
  • West Coast Life

 

Service & Support

  • Case Design and consultation
  • Point of sale assistance
  • Training and educational support
  • Product selection and illustrations
  • Assistance with impaired risk cases

 

 

*Partners and their products and services are not affiliated with

Raymond James Financial Services, Inc.