Capitas Financial LLC is a leading provider of life, long term care, and disability insurance to financial service professionals, attorneys, accountants, bank trust officers, and other advisors. They offer a wide range of insurance products from top carriers and provide valuable support resources to help integrate insurance into clients' financial or estate plans.
As a partner firm of Capitas Financial, Smith Companies, Ltd. specializes in offering comprehensive insurance solutions to professionals in the financial industry. With a focus on providing exceptional service and access to top insurance carriers, they assist advisors in meeting their clients' insurance needs as part of their professional practice.
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