David Veatch
Director of Private Wealth, CLU®
- Advanced Estate Planning
- Retirement Planning
- Executive Compensation Planning
- Financial Products Analysis & Design
- Business Continuation Planning
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.
David Veatch
Director of Private Wealth, CLU®
Biography
David is a Director of Private Wealth with Capitas Financial, the nation’s largest life insurance planning organization. David has years of experience working with advisors and clients, and has a broad range of knowledge and understanding of financial services and products.
Upon graduation from the University of Illinois, David began his career as a consultant with Equitable Financial, now Equitable. After eight years of personal production, David moved into a sales management position with various banking institutions where he assisted advisors with the marketing and sale of insurance and investment products. David obtained a Chartered Life Underwriter® (CLU®) designation and holds Series 6, 7 and 63 securities licenses.
David’s unique background and professional experience are key components that make him a value-added partner to the financial professionals who utilize Capitas Financial’s services.
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.
