Michael Loden
Director of Private Wealth
- Advanced Estate Planning
- Leveraged Asset Transfer Solutions
- Executive Compensation Planning
- Financial Products Analysis & Design
- Business Succession Planning
- Tax Diversified Asset Growth Strategies
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 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.
Michael Loden
Director of Private Wealth
Biography
Mike began his career after graduating from Bradley University with a BS in Business Management and Finance and started working as an agent with Pacific Mutual. He built his practice working with small businesses and high net worth clients, while specializing in the areas of financial and estate planning, executive benefits and qualified retirement plans. During this time, Mike obtained both his Series 6 & 7 licenses.
In 1990, Mike formed B.L.U. Benefits Group Inc., specializing in health and welfare benefit planning and executive estate planning services. In 2001, Mike joined Gallagher Benefit Services, Inc., in the Benefits Consulting division of Arthur J. Gallagher & Co. Inc., as an Area Executive VP, responsible for managing the commercial sales team in the Chicago region. Mike joined BISYS Insurance Services in the fall of 2006 as Director of Sales in the Chicago office focusing on business development. In April of 2007, Mike was promoted to Regional VP, Sales, with the responsibility of leading the Chicago office. As the company transitioned to Crump Life Insurance Services in the late summer of 2007, his responsibilities grew to include leadership of the Chicago and St. Louis sales territories.
Mike joined Capitas Financial in April of 2010 as Senior Vice President, Director of Private Wealth, working exclusively within the Chicago region and focusing on National Institutional Firms. Since that time, Mike’s territory has expanded to working with various firms alongside advisors and their clients, throughout the Midwest. Today, Mike offers his diverse knowledge and marketing experience in the areas of product design, advanced planning strategies, and life underwriting as a valuable resource for all the Financial Advisors with whom he works.
Capitas Financial Midwest
Capitas Financial Midwest is a full-service marketing organization offering a comprehensive portfolio of carriers and planning expertise in life insurance, disability income, annuities, long-term care, and investment-related products. We partner with professional firms and practitioners dedicated to serving the evolving needs of their clients.
As a founding partner of Capitas Financial, Inc., Capitas Financial Midwest provides clients with the benefits of scale and influence that come from being part of a national organization. Our in-depth underwriting knowledge and advanced sales support equip our clients with a competitive edge in the marketplace.
We recognize the distinct demands of high-performing producers and are fully committed to supporting their success.
