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Brian Latinovich
President | Managing Partner
brian.latinovich@capitasfinancial.com | 317.569.7080 Ext. 217
Retirement Panning | Advanced Estate Planning | Policy Loan Rescue & Policy Valuation | Business Continuation Planning | Private Financing | LTC & Disability Insurance
Meet Team Latinovich
​Renee Benefiel
Underwriting Manager | Team Lead renee.benefiel@capitasfinancial.com
Dalia Izzy
Internal | Marketing
dalia.izzy@capitasfinancial.com
Karleigh Abouzeid (Latinovich)
Executive Assistant
karleigh.latinovich@capitasfinancial.com
About
Brian graduated from Purdue University in 1985 with a B.S. in Business. He began his insurance career that same year as a Disability Income Specialist with Paul Revere.
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Brian joined Rushing Financial Group in 1987 as a Brokerage Manager specializing in wealth transfer planning and business succession strategies. He is the President & Managing Partner of Rushing Financial Group and currently serves as a board member for Capitas Financial, Inc.
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Brian holds a Series 6 & 63 and is a Registered Investment Advisor. He is a current member of the National Association of Insurance & Financial Advisors, the Estate Planning Council, and the Society of Financial Service Professionals.
Rushing Financial Group
Rushing Financial Group is an advanced insurance planning organization, offering a full range of carriers for life insurance, disability income, annuities, long-term care and investment related products. Our firm provides planning support to our professional partners throughout Indiana, Georgia and the greater Cincinnati, Dayton, Ohio areas. Experienced underwriting, training and advanced sales support gives our customers a distinct advantage in an increasingly competitive marketplace. Our goal is to understand and meet the unique needs of successful professionals and their affluent clientele.
Capitas Financial, Inc. is a national organization made up of more than 20 regional processing centers, 130 point-of-sale professionals and 250-plus back-office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Securities offered through: The Leaders Group, Inc. member FINRA / SIPC 26 W. Dry Creek Circle, Ste. 800 Littleton, CO 80120 (303) 797-9080.
Capitas Financial, Inc.
