Tate Latinovich
Wealth Planning Consultant
- Private Wealth
- Retirement Planning
- Business Continuation Planning
- Advanced Planning
- Advanced Estate Planning
- Private Financing
- Policy Audit
- Policy Loan Rescue & Policy Valuation
- LTC & Disability Insurance
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.
Tate Latinovich
Wealth Planning Consultant
Biography
Tate graduated from Purdue University in 2017 with a Bachelor of Science degree in Economics and began his career as an opposition research analyst for political campaigns in Washington, DC. Seeking to make a more tangible impact in his community, Tate transitioned from political research to assisting close to 300,000 homeowners in adopting renewable energy solutions, helping them mitigate rising household overhead costs in states all across America.
Throughout this process, Tate refined his relationship building skills and developed a deep understanding of the impact that family planning can have on individuals, and the family unit as a whole. In 2024, he came on board with Capitas Financial where he uses an objective, multi-carrier platform to implement proven strategies for executing advanced estate and retirement plans. He is a licensed advisor and remains steadfast in his pursuit of further education and designations within the life insurance industry.
Tate’s mission is to empower financial service professionals, using informed, reliable strategies to maximize and safeguard wealth for their clients’ legacy and prosperity for future generations.
Rushing Financial Group
Rushing Financial Group is an advanced insurance planning organization, offering a full range of carriers for life insurance, disability income, long-term care and investment related products. Our firm provides planning support to financial advisors throughout Indiana, Georgia and the greater Cincinnati, Dayton, Ohio areas.
Our seasoned team delivers expert underwriting, in-depth training, and advanced sales support—giving our clients a strategic edge in today’s financial landscape. Offering the insight needed to thrive in an increasingly competitive market, Rushing Financial Group’s mission is to understand and serve the unique financial needs of accomplished professionals and their affluent clientele.
