Tommy Brannan
Director of Private Wealth, CLU®, ChFC®
- Advanced Estate Planning
- Retirement Planning
- Executive Compensation Planning
- Life Insurance Analysis & Design
- Business Continuation Planning
- Wealth Transfer 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.
Tommy Brannan
Director of Private Wealth, CLU®, ChFC®
Biography
Tommy joined Capitas Financial in 2011 and brings with him over 40 years of experience in the financial services industry. He worked as an agent, registered representative and district manager with The Equitable for 11 years before moving to similar roles with Prudential for 5 years. Tommy worked with AmSouth Investment Services, Wachovia Wealth and The Hartford as an Insurance Specialist and Account Executive before joining Capitas Financial as a Director of Private Wealth.
In his current role, Tommy is responsible for assisting financial advisors, brokers and life insurance agents with the wealth transfer, income protection, estate planning, retirement planning and business continuation needs of their clients.
Tommy graduated from Auburn University with a Bachelor of Science degree in 1981. He obtained both his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, and has chaired several positions within the Birmingham Chapter of The Society of Financial Services Professionals. In his spare time Tommy enjoys fishing, hunting, gardening and watching college football.
Lauer & Associates
Lauer & Associates is a founding member of Capitas Financial, a premier life brokerage firm in the United States. Since 1987 the agency has been assisting independent agents, financial advisors and other planners in finding the best insurance solutions for their clientele.
Lauer & Associates provides a high level of wealth transfer, asset protection and tax advantaged strategies through active engagement with advisors and point of sale consultation. The agency has always focused on providing superior local service in delivering insurance products throughout the Southeast. By bringing decades of sales and underwriting knowledge to the table, along with access to all of the top carriers in the industry, we are able to provide optimal results for our producers.
