OUR STORY

David Capital Partners, Inc. is a life insurance and financial services agency working with clients and community banks to create, protect, and distribute wealth. We protect our clients from the financial hazards of living too long, dying too soon, or becoming disabled.

The David Capital Group, Ltd. was founded in 1991. The original purpose was to establish a life insurance and financial services agency to supplement the general agency operations of its founder, James R. David, who had operated primarily as a sole proprietor since 1973.

In 1979, David Capital began working with community banks and completed its first Bank Owned Life Insurance Program. In working with our key carrier relationships, BOLI has become one of our firm’s primary areas of focus. We have continued to build a number of BOLI programs with several banks throughout the Midwest. Using our proprietary software and a commitment to access the latest banking data available, our firm has been able to provide stable earnings and shareholder value for more than 40 years.

In early 1999 the agency’s insurance license and corporate charter were amended to reflect its new name. The sole proprietorship transferred operations and contracts into The David Capital Group, Ltd.

Currently, David Capital Partners, Inc. continues to utilize key relationships with several major insurance carriers and financial marketing organizations.

Overall, our agency can be characterized as a market driven independent agency in the advanced underwriting markets. David Capital Partners, Inc. enjoys an established track record of excellence with our clients and producers. Their expressions of satisfaction and encouragement are numerous, and we intend to continue our advances and growth in the marketplace with more unique and effective products.