Have you been itching to break into the life insurance business, but only have a limited understanding of it, and lack the time needed to become a pro? Well, a firm in Minneapolis called Capitas Financial LLC promises to take the onus off you by becoming your firm’s insurance department.
“Most financial advisors can’t be all things to all people,” says Blake Mohr, Capitas Financial’s executive director. “We provide the insurance advice, and we’re basically the virtual insurance department” for a stockbroker, bank, CPA, or independent advisor. Capitas Financial (www.capitasfinancial.com) “works with people who are not insurance experts. We become their insurance department,” Mohr says, and argues further that Capitas is “the future of insurance advice.”