EPCC Dinner
Please join us to hear Lee Beall, Director of Private Wealth at Rushing Financial Group discuss the current insurance enviroment while also walkign us through case studies of how insurance was used for trust and estate planning with high net worth individuals.
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.
