OUR FIRM
As a founding partner of Capitas Financial, 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. With headquarters in Indianapolis, Indiana and satelitte offices in southwest Ohio and Georgia, our firm has provided sophisticated planning support to our professional partners since 1976.
Experienced underwriting, first-class service and advanced sales support gives our institutional and independent advisors a distinct advantage in an increasingly competitive marketplace. Our goal is to understand and meet the unique needs of these successful professionals and their affluent clientele.
What We Provide:
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We specialize in working with financial professionals by providing a full service "one-stop" approach
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Represent all the top-rated, nationally recognized and competitive insurance companies for all life, long term care, annuity and disability product lines.
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Experienced and tenured staff - Average tenure is 10 years.
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Locally owned and operated. All staff are local and all cases are processed locally.
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A 5 person Point-of-Sale team that will meet with you and your client to assist in the sales process. A no cost value add for you.
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Locally performed "Drop Ticket" concierge service removing the application process from you to our team. No 3rd party involvement and completed with our own employees.
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Fast Track Licensing - An electronic system requiring minimal one-time information that is used for contracting with our carriers.
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Individually assigned case managers that are Life & Health licensed, highly credentialed (AALU, FLMI, FALU) and each have over 10+ years industry experience.
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Expertise in advanced case design and packaged strategies that are applicable to the affluent marketplace
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Ability to seamlessly auction medical file to multiple companies to find the best available rates for your client.