Nate Thurbee
Wealth Planning Consultant
- Case Design
- Product Education & Training
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.
Nate Thurbee
Wealth Planning Consultant
Biography
Nate joined Pacific Southwest Financial as a Case Design Manager in 2018. He started in the insurance industry in 2001 selling life insurance with Independent Capital Management. In 2003 he joined the Kerrigan Agency at Northwestern Mutual in Los Angeles. Prior to joining Pacific Southwest Financial in 2018, Nate worked at TIME Financial where he was originally hired as a Case Designer. Working on both the National Account and Merrill Lynch teams, Nate soon worked his way up to become the company’s Product Specialist due to his thorough product knowledge and was tasked with training new hires on life insurance products as well as updating the senior sales team on product updates and changes. In 2015, Nate relocated to Charlotte, NC to manage and train the case design team there while continuing his role as Product Specialist.
Nate is licensed to offer Life Insurance and Long-Term Care and holds his series 6 and 63 insurance licenses. He relocated to Arizona in 2021 where he lives with his wife and step-daughter. In their spare time they love going to the movies, playing board games and hiking in the Arizona mountains.
Pacific Southwest Financial
Pacific Southwest Financial® is an independent financial services firm and partner with Capitas Financial. Formed in 2001, each agency partner started as an independent business owner, not owned by an institution. Collectively, we are one of the largest independent distributors of insurance products, supporting clients, advisors and institutions.
With over $1 Billion in insurance premiums generated by us and our affiliates since 2021, over 800k inforce policies and over $80 Billion of inforce coverage, we understand business owners and what it takes to build wealth. Our Private Wealth Platform is structured to provide objectivity for sophisticated products and programs. An unbiased approach allows our field consultants to provide the right solutions to financial problems and opportunities.
