Dan Ashe
Director of Private Wealth
- Executive Compensation Planning
- Advanced Estate Planning
- Business Continuation Planning
- Financial Products Analysis & Design
- Retirement 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.
Dan Ashe
Director of Private Wealth
Biography
Dan started his insurance career in 1992 as a Financial Advisor with Cigna Financial Advisors, specializing in planning solutions for high net worth business owners and individuals. In 1994, Dan joined Cigna Life Brokerage as the VUL specialist. In this role he was responsible for the training of wholesalers and working with financial advisors throughout the country. In 1996, he joined The Hartford as an Account Executive working to develop and support efforts of wirehouse brokers and institute life insurance sales into their practice. Dan left The Hartford in January of 2000 for a position as the New England Field Vice President for Pacific Life’s wirehouse team. For the next seven years he wholesaled Pacific Life’s individual and business focused insurance products with wirehouse financial advisors and brokerage general agencies within the region.
In 2007, Dan joined Sun Life Financial as a Sales Vice President. During this time, he worked to distribute their products both through brokerage general agencies, as well as directly to independent financial advisors. Dan’s focus was largely on identifying and administering executive benefit and business continuation sales with Sun Life’s institutional insurance portfolio. In 2012, Dan joined The Smith Companies as a Director of Private Wealth in an effort to establish an executive benefit division within the general agency. Today he is part of a successful team which caters to the individual and corporate needs of financial professionals with a focus on small and large business markets.
The Smith Companies
At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.
What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.
Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.
