Contact Us
Life Insurance Services/Capitas Financial, LLC
2115 Rexford Road
Suite 216
Charlotte, NC 28211
Telephone: (704) 927-0101
Toll Free: (888) 414-1919
Fax: (704) 556-9983
scott@liscapitas.com
LIFE SALES
ANNUITIES
DISABILITY INCOME
LIFE SETTLEMENTS
ADVANCED MARKETS & PLANNING
CASE DESIGN AND LIFE ILLUSTRATIONS
NEW BUSINESS AND UNDERWRITING
LONG TERM CARE SERVICES
AGENT LICENSING, COMMISSIONS AND POLICYOWNER SERVICES
MARKETING COORDINATOR
704.927.0101 x101
Scott Simpson, LUTCF
Guy Flynt
John Willse, CLU, ChFC, MSFS
Gary Gross, CFP(R), CLU, ChFC
Scott LeBauer
Keith Musil
Scott Simcox
(currently on active military duty)
guy@liscapitas.com
gary@liscapitas.com
john@liscapitas.com
simcox@liscapitas.com
keith@liscapitas.com
lebauer@liscapitas.com
828.264.8182
919.701.9050
704.960.2651
704.927.0101 x107
303.941.4566
Scott Simpson / Jonathan Smith
jonathan.smith@capitasfinancial.com
617.337.2964
Keith Musil
keith@liscapitas.com
704.927.0101 x107
877.800.5824
Ginger Murray
ginger.murray@capitasfinancial.com
Scott Simpson
scott@liscapitas.com
704.927.0101 x101
TR Sanford, JD, MBA
trsanford@capitasfinancial.com
Cooper Lewis
cooper@liscapitas.com
704.927.0101 x104
Betsy Deal
betsy@liscapitas.com
704.927.0101 x111
Donna Pureza
donna@liscapitas.com
704.927.0101 x103
Bernie Connell
bernie.connell@capitasfinancial.com
Sandy McDonald
sandy@liscapitas.com
704.927.0101 x102
TBA
info@liscapitas.com
704.927.0101 x107
704.927.0101 x105
704.927.0101 x106
Roy Patterson, JD,CLU,ChFC, AEP
roy@liscapitas.com
704.927.0101 x112