Geneva Williamson

New Business Case Manager / License Coordinator at Capitas Financial - Minneapolis, Minnesota, US

Geneva Williamson's Colleagues at Capitas Financial
Robbie Plagens

Life Insurance Specialist

Contact Robbie Plagens

Bob Oglevee

insurance wholesaler-general agengt

Contact Bob Oglevee

Teresa CLU

Case Design Specialist

Contact Teresa CLU

Mike CLU

Internal Insurance Consultant

Contact Mike CLU

Raymond Hickson

LTC Life Wholesaler with Capitas Financial

Contact Raymond Hickson

Renee Benefiel

Business Development Specialist

Contact Renee Benefiel

View All Geneva Williamson's Colleagues
Geneva Williamson's Contact Details
HQ
(877) 463-1234
Location
Company
Capitas Financial
Geneva Williamson's Company Details
Capitas Financial logo, Capitas Financial contact details

Capitas Financial

Minneapolis, Minnesota, US • 500 - 999 Employees
Financial Services

Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals. Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. Website: www.capitasfinancial.com Locations: www.capitasfinancial.com/locations Career Opportunities: www.capitasfinancial.com/careers Contact Us: www.capitasfinancial.com/contact-us Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.

Financial Planning Life Insurance Estate Planning Tax Planning Wealth Management Products Financial Advisory Retirement Planning
Details about Capitas Financial
Frequently Asked Questions about Geneva Williamson
Geneva Williamson currently works for Capitas Financial.
Geneva Williamson's role at Capitas Financial is New Business Case Manager / License Coordinator.
Geneva Williamson's email address is ***@capitasfinancial.com. To view Geneva Williamson's full email address, please signup to ConnectPlex.
Geneva Williamson works in the Financial Services industry.
Geneva Williamson's colleagues at Capitas Financial are Robbie Plagens, Gregory Dombrosky, Bob Oglevee, Teresa CLU, Mike CLU, Raymond Hickson, Renee Benefiel and others.
Geneva Williamson's phone number is (877) 463-1234
See more information about Geneva Williamson