Industry Leaders
Activity in industry can help us stay ahead by being involved in all aspects of the industry. We know what the industry is doing, what companies are doing, what is going on in underwriting, we obtain a large portfolio of products, and therefore offer very attractive commission payouts.
Capitas - Founding Partner
Capitas® Financial is a powerful partnership of leading life insurance and financial services brokerages that have come together as of 2001 to offer a superior portfolio of products, a state-of-the-art case management system and an aggressive national account marketing effort under one umbrella.
Together, our member firms represent a nationwide network of highly experienced insurance and investment specialists with the combined resources of a national organization and a local market presence. Clients draw from the expertise of professionals armed with a consistent, comprehensive and evolving marketing platform designed to meet any and all needs of their clients. Capitas delivers continuity throughout its membership by including experienced local "point of sale" support, enabling all brokerage partners the flexibility to select the services they need to create the most effective and suitable solutions for their clients. Our goal is to continue to provide local support, as well as offer the benefits and power of a national management team and mission.
Risk Appraisal Forum - Original Member
The Risk Appraisal Forum was founded as a study group in 1976 by a group of Independent Life Brokerage Agency principals who all specialized in the art and science of impaired risk underwriting. Our first quest was to build bridges of communication and trust between ourselves and Home Office Underwriters, Medical Directors and Reinsurers, which had at that time been unthinkable. Our second mission is to expose our members and guests to advances in medicine and mortality improvements which can be applied within the life insurance underwriting process.
NAILBA - Current Member and Former Chair
The National Association of Independent Life Brokerage Agencies is the premiere insurance industry organization promoting financial security and consumer choice through the use of independent brokerage distribution. Principals from LIS have been involved in committees, the board of directors, and chairman of NAILBA.
NAIFA
The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors. NAIFA mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
Society of Financial Services Professionals (formerly CLU Society)
If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.
Capitas® Financial is a powerful partnership of leading life insurance and financial services brokerages that have come together as of 2001 to offer a superior portfolio of products, a state-of-the-art case management system and an aggressive national account marketing effort under one umbrella.
Together, our member firms represent a nationwide network of highly experienced insurance and investment specialists with the combined resources of a national organization and a local market presence. Clients draw from the expertise of professionals armed with a consistent, comprehensive and evolving marketing platform designed to meet any and all needs of their clients. Capitas delivers continuity throughout its membership by including experienced local "point of sale" support, enabling all brokerage partners the flexibility to select the services they need to create the most effective and suitable solutions for their clients. Our goal is to continue to provide local support, as well as offer the benefits and power of a national management team and mission.
Risk Appraisal Forum - Original Member
The Risk Appraisal Forum was founded as a study group in 1976 by a group of Independent Life Brokerage Agency principals who all specialized in the art and science of impaired risk underwriting. Our first quest was to build bridges of communication and trust between ourselves and Home Office Underwriters, Medical Directors and Reinsurers, which had at that time been unthinkable. Our second mission is to expose our members and guests to advances in medicine and mortality improvements which can be applied within the life insurance underwriting process.
NAILBA - Current Member and Former Chair
The National Association of Independent Life Brokerage Agencies is the premiere insurance industry organization promoting financial security and consumer choice through the use of independent brokerage distribution. Principals from LIS have been involved in committees, the board of directors, and chairman of NAILBA.
NAIFA
The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors. NAIFA mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
Society of Financial Services Professionals (formerly CLU Society)
If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.