The David Capital Group, Ltd.
6301 Waterford Boulevard, Suite 105
Oklahoma City, OK 73118
Phone: (405) 445-5030
Email us: firstname.lastname@example.org
Our firm does Estate and Business Planning for Family Businesses, Affluent Individuals and Financial Institutions. We use insurance services and products: Life – Disability – Health – Long Term Care – Annuities. The David Capital Group, Ltd. is operating in the life insurance and financial services industry. Federal and state authorities regulate the sale of life insurance and other financial service products. Our producers are licensed in the following states: Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Missouri, New York, Ohio, Oklahoma (Resident State), Texas and Wyoming.
James R. David, President and C.E.O.
The David Capital Group 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. Currently, The David Capital Group 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. The David Capital Group, Ltd. 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.