Rushing Financial Group
With offices based in Indianapolis, Cincinnati, and Atlanta, Rushing Financial Group, a Capitas Financial partner, provides Financial Professionals with the premier platform to evaluate and select from the most innovative insurance company product portfolios available in today’s marketplace. We deliver nationally the underwriting, marketing and information advisors rely on, to successfully consult and implement financial insurance strategies for high net worth individuals, families and businesses. This coupled with superior administrative processing services and technical systems allow us to facilitate the underwriting and new business function, creating tremendous value to the Financial Professional and his or her client base. Services: Advanced Marketing Support, Case Design, Case Management, Policy Reviews, Illustrations, Case Audits, Spreadsheet Analysis, Large Case Underwriting Expertise and Industry Experts Products: Life Insurance, Long-Term Care, Disability Products, Fixed Annuities, Life Settlements, Premium Financing, and “Niche” Products
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
11 to 50 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- DL
D. Lee Beall
Director of Private Wealth · Finance & Accounting
EmailPhone - KL
Karleigh Latinovich
Financial Controller · Finance & Accounting
EmailPhone - RR
Roxie Reed
Case Manager · Customer/Client Service
EmailPhone - TO
Todd Oglevee
Wealth Planning Consultant · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Rushing Financial Group
4 distinct titles indexed · top 4 shown.
- 2wealth planning consultant
- 1case manager
- 1director of private wealth
- 1financial controller
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