Cory O'Brien
Director of Private Wealth, CLU®
- Advanced Estate 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.
Cory O'Brien
Director of Private Wealth, CLU®
Biography
Cory joined Capitas Financial Midwest, LLC (formerly The O’Brien Financial Group) in 2006. As a Director of Private Wealth, his goal is to help financial and insurance professionals provide their clients with innovative life insurance products, superior service and resources for using life insurance based strategies. Cory has extensive product knowledge and works to assist financial advisors with identifying life insurance clients. He provides an unbiased review of their clients’ assets and existing contracts and designs solutions for their needs.
Cory has worked for Capitas Financial Midwest, a founding shareholder of Capitas Financial, in both the internal and external sales departments. Previously, Cory was also employed in the banking industry for three years. A 2005 graduate of the University of Wisconsin Oshkosh, Cory holds a Bachelor’s degree in Marketing and has received his Chartered Life Underwriter® (CLU®) designation.
Cory also holds Life, Health, LTC, and series 6 and 63 licenses. Cory is an avid sports fan and in his spare time enjoys golfing, biking and reading.
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.
