Welfare broker

CAPITAL FINANCIAL GROUP INC

Mailing address (most recent filing)

14614 N KIERLAND BLVD

STE N230

SCOTTSDALE, AZ 85254

Total comp: $83K
Commissions: $83K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where CAPITAL FINANCIAL GROUP INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

CIGNA HEALTH AND LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$622K	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
AZ	1	$622K	0.1%	85.91x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of CAPITAL FINANCIAL GROUP INC's plans by broker comp / premium ratio. Median 17.09% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of CAPITAL FINANCIAL GROUP INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where CAPITAL FINANCIAL GROUP INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROUTE 66 MOTORSPORTS, LLC ROUTE 66 MOTORSPORTS, LLC WELFARE BENEFIT PLAN	AZ	$622K	$106K	CIGNA HEALTH AND LIFE INSURANCE COMPANY