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OUR STORY

David Capital Partners, Inc. is a life insurance and financial services agency working with clients 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. As the district agent and general agent of two major mutual life insurance companies, the corporation was originally formed as “The David Agency, Inc.”

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. has key relationships with several major insurance companies and financial marketing organizations. Within these key relationships and through their affiliates, we have almost all major life insurance companies for product access and reinsurance.

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.