D. Lee Beall, CLU
Director of Private Wealth Rushing Financial Group – Capitas Financial, Inc.
Cell: 404-859-8873 | lee.beall@capitasfinancial.com
Retirement Panning | Advanced Estate Planning | Policy Loan Rescue & Policy Valuation | Business Continuation Planning | Private Financing | LTC & Disability Insurance
Meet Team Beall
Todd Oglevee
Internal | Case Designer
todd.oglevee@capitasfinancial.com
Renee Benefiel
Case Manager
renee.benefiel@capitasfinancial.com
Jasmine Shelt
Case Manager
jasmine.shelt@capitasfinancial.com
About
D. Lee Beall is a Director of Private Wealth at Rushing Financial Group, a partner firm of Capitas Financial, Inc, and has 18 years of experience in the life insurance industry. Lee joined Rushing Financial Group in August 2014 as a Sales Vice President, now Director of Private Wealth. Prior to his current role, Lee held roles at Northwestern Mutual and at Highland Capital Brokerage. Lee works on a collaborative basis with financial advisers, attorneys, and CPA’s to accomplish the estate and business planning objectives of their clients.
A graduate of the University of Georgia’s Terry College of Business, Lee currently holds his Chartered Life Underwriter (CLU as well as his Series 7 and 66 securities registrations. He is a member of the North Georgia Estate Planning Council, FINSECA, and is a regular attendee of NAEPC.
Today, he currently resides in Georgia with his wife, son and two daughters. Spending time with his family, hiking, trail running, gardening, hunting, fishing, cooking, golfing, and shooting sporting clays are some of his favorite activities to do in his spare time.
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.
