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Michael Loden

Senior Vice President, Director of Private Wealth @Capitas Financial

Chicago, IL, US
EMAILS
[email protected]
MOBILE NUMBERS
+18•••••••23

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WORK HISTORY

Apr 2010 — Present

Senior Vice President, Director of Private Wealth @Capitas Financial

Chicago, IL, US

Director of Private Wealth in working with Financial Advisors and their clients to maximize cost effectiveness of wealth protection and accumulation strategies including: Family Protection, Legacy planning, Executive Benefits, Business Succession, Tax Diversified Growth Strategies along with Wealth Transfer Solutions which maximize leverage.

EDUCATION

N/A

Bradley University

BS

SKILLS

WealthAsset AllocationMutual FundsSeries 6InsuranceRetirement PlanningVariable AnnuitiesSeries 63Long Term Care InsuranceWealth ManagementSales ManagementIrasEmployee BenefitsRetirementStrategic Financial Planning401kDisability InsuranceEstate PlanningTerm Life InsuranceFinancial PlannersLife InsuranceHealth InsuranceFinancial PlanningWhole LifeBrokersInsurance PlanningStrategic PlanningFixed AnnuitiesLong-Term CareNew Business DevelopmentSeries 65Series 7InvestmentsUnderwritingUniversal Life

ABOUT MICHAEL LODEN

Director of Private Wealth

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