top of page
Tate 2024 final.jpg

Tate Latinovich

Wealth Planning Consultant, Rushing Financial Group – Capitas Financial, Inc.

Tel: 317.569.7080 ext 205 | tate.latinovich@capitasfinancial.com

Retirement Panning | Advanced Estate Planning | Policy Loan Rescue & Policy Valuation |

Business Continuation Planning | Private Financing | LTC & Disability Insurance

Graphic Spiral

About

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.

Indianapolis._edited_edited.jpg

Rushing Financial Group

Rushing Financial Group is an advanced insurance planning organization, offering a full range of carriers for life insurance, disability income, annuities, long-term care and investment related products. Our firm provides planning support to our professional partners throughout Indiana, Georgia and the greater Cincinnati, Dayton, Ohio areas. Experienced underwriting, training and advanced sales support gives our customers a distinct advantage in an increasingly competitive marketplace. Our goal is to understand and meet the unique needs of successful professionals and their affluent clientele.

Capitas Financial, Inc. is a national organization made up of more than 20 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.

 

Securities offered through: The Leaders Group, Inc. member FINRA / SIPC 26 W. Dry Creek Circle, Ste. 800 Littleton, CO 80120 (303) 797-9080.

Capitas Financial, Inc.

bottom of page