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CAPITAS PRIVATE WEALTH

Capitas has a team of nationally recognized experts working alongside our local Point of Sale team to provide sophisticated, unbiased insurance solutions.

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CAPITAS DIFFERENTIATOR IN UBER HIGH NET WORTH MARKET

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Our local Point of Sale team is supported by an industry leading 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, Foreign National Capabilities and Premium Finance. We understand that a highly customized approach is required for the needs of today's Uber High Net Worth Clients.  Through this industry leading collaboration of local and national resources, we can develop strategies that address their specific unique planning objectives and needs.

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This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

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Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 800, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

Form CRS: https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf

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Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

©2024 BY RUSHING FINANCIAL GROUP.

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