Overview

Capistrano Agency connects individuals and families with life insurance and annuity products intended to protect household finances and support retirement planning. The agency operates within Symmetry Financial Group, powered by Quility, and its licensed representatives compare coverage options from insurance carriers. Its recruiting model combines policy sales with training and support for people who want to work as independent agents or build their own agencies. Carriers pay commissions on policies sold, while the agency supplies access to leads, mentoring and sales tools for its agent network. Founded in 2018, the agency is headquartered in Portland, Oregon.