Welcome to Life Insurance Services/Capitas
Life Insurance Services was founded in 1972 to help agents serve their clients. We are still here to do that, only our products and services have changed over the years. We have remained steadfast in our objectives to help YOU serve YOUR clients.
When you work with LIS/Capitas you can be assured that we will deliver the best products available in the marketplace, and our industry best case management team will ensure that your business is issued as quickly and efficiently as possible. The strength and size of Capitas as a national organization allow us to offer competitive, market level compensation.
When you work with LIS/Capitas you can be assured that we will deliver the best products available in the marketplace, and our industry best case management team will ensure that your business is issued as quickly and efficiently as possible. The strength and size of Capitas as a national organization allow us to offer competitive, market level compensation.
Don't let the fear of failure keep you from striving to be on this list of greats.
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Many advisors working with affluent clients help structure financial plans to meet obvious goals, such as preserving generational wealth or ensuring a tax-efficient estate. These plans may also take into consideration more personal aspirations, like charitable giving--and life insurance often holds a prominent place in this structure to assure certain outcomes.
As with all financial advising, however, it is important that the structure evolves as your client's needs change. Careful evaluation is necessary in the face of certain external factors, such as tax shifts or modifications to the regulatory environment. In many cases, change can be good, and the right revised plan can complement the personal wishes of your client. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRA 2010) may have created such an opportunity for those who are charitably inclined. Click here to read more about the 2010 TRA planning opportunities.
As with all financial advising, however, it is important that the structure evolves as your client's needs change. Careful evaluation is necessary in the face of certain external factors, such as tax shifts or modifications to the regulatory environment. In many cases, change can be good, and the right revised plan can complement the personal wishes of your client. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRA 2010) may have created such an opportunity for those who are charitably inclined. Click here to read more about the 2010 TRA planning opportunities.
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