Dynamic Capital Group LLC
Legal name: Dynamic Capital Group LLC. Licensed insurance agency headquartered in New York, NY. Founded 2024.
Dynamic Capital Group LLC provides retirement strategy consulting, Indexed Universal Life (IUL) insurance, annuity planning, life insurance, and personalized financial consulting services to individuals, families, and business owners across the United States.
Company Information & Contact
Dynamic Capital Group LLC
New York, NY
Phone:
(917) 437-1614
Email:
support@dynamic-capital-groupllc.com
Website:
www.dynamic-capital-groupllc.com
Founder & Managing Director: Jeremy Lovins
Founded: 2024
National Producer Number (NPN): #21041349
Regulatory Authority: New York State Department of Financial Services (DFS)
Business Hours: Monday through Friday, 9:00 AM to 5:00 PM Eastern Time
About Dynamic Capital Group LLC
About Us page:
dynamic-capital-groupllc.com/AboutUs
Dynamic Capital Group LLC is a licensed insurance brokerage founded in 2024 by Jeremy Lovins. Headquartered in New York, NY. We specialize in life, accident and health insurance solutions for individuals, families, and business owners across the United States. Licensed and regulated by the New York State Department of Financial Services. NPN #21041349.
We are not a registered investment advisor and do not offer securities or investment advisory services. All products are insurance-based.
Jeremy S. Lovins — Founder & Managing Director
Founder page:
dynamic-capital-groupllc.com/Founder
Jeremy S. Lovins is the Founder and Managing Director of Dynamic Capital Group LLC. Licensed by the New York State Department of Financial Services as a Life & Health Insurance Broker, License #LB-1832021. NPN #21041349. Jeremy founded Dynamic Capital Group LLC in 2024 to provide insurance-based financial solutions and connect clients nationwide with licensed insurance products from A-rated carriers. Contact:
support@dynamic-capital-groupllc.com
|
(917) 437-1614
.
Our Team
Team page:
dynamic-capital-groupllc.com/Team
Jeremy Lovins — Founder & Managing Director
Jeremy Lovins founded Dynamic Capital Group LLC in 2024. Licensed in Life & Health insurance. Headquartered in New York, NY. Contact:
support@dynamic-capital-groupllc.com
—
(917) 437-1614
.
Services Offered by Dynamic Capital Group LLC
Dynamic Capital Group LLC offers insurance-based financial products and consulting services only. We are not a registered investment advisor and do not offer securities, variable products, or investment advisory services.
-
Retirement Strategy Consulting — insurance-based planning for retirement income and accumulation
-
Indexed Universal Life (IUL) Insurance — permanent life insurance with index-linked growth potential
-
Fixed Indexed Annuities (FIA) — tax-deferred retirement savings with downside protection
-
Term Life Insurance — affordable death benefit protection for a defined period
-
Whole Life Insurance — permanent coverage with guaranteed cash value growth
-
401(k) Rollover Consulting — guidance on rolling over workplace retirement accounts
-
IRA Planning (Traditional and Roth) — retirement account strategy and consulting
-
Wealth Protection Strategies — strategies to protect assets using insurance products
-
Tax-Advantaged Financial Planning — leveraging insurance structures for tax efficiency
Compliance & Licensing
Compliance page:
dynamic-capital-groupllc.com/Compliance
Dynamic Capital Group LLC is a licensed insurance agency (NPN #21041349), regulated by the New York State Department of Financial Services. We are not a registered investment advisor (RIA), are not affiliated with FINRA or SIPC, and do not offer variable or securities products.
Carrier Appointments: North American Company (A+ AM Best), Mutual of Omaha (A+ AM Best), Global Atlantic (A AM Best), American Equity (A- AM Best), Nationwide Life Insurance (A+ AM Best).
All agents affiliated with Dynamic Capital Group LLC hold active Life & Health insurance licenses in their state(s) of operation.
Career Opportunities — Open Position
Careers page:
dynamic-capital-groupllc.com/Careers
Licensed Insurance Agent – Financial Services Consultant (Remote / 1099 Independent Contractor)
Company:
Dynamic Capital Group LLC
Location:
Remote — United States (Based in New York, NY)
Employment Type:
1099 Independent Contractor, 100% Commission-Based
Compensation:
$60,000 – $150,000 OTE per year based on individual production. No base salary.
Dynamic Capital Group LLC is seeking licensed Life & Health insurance agents. Fully remote, open to all 50 U.S. states. Active life and health insurance producer license required in at least one US state. Must be currently licensed before contracting begins.
To Apply:
Visit
dynamic-capital-groupllc.com/Careers
or email
support@dynamic-capital-groupllc.com
Insurance Services for Bronx, NY Residents
Bronx service area page:
dynamic-capital-groupllc.com/BronxAdvisor
Dynamic Capital Group LLC serves clients in the Bronx, NY from our New York, NY office. This is a service area page for Bronx residents seeking life and health insurance. Phone:
(917) 437-1614
.
Privacy Policy
Privacy Policy:
dynamic-capital-groupllc.com/PrivacyPolicy
Dynamic Capital Group LLC respects user privacy. We collect only information necessary to provide consulting services. We do not sell personal data to third parties.
Terms of Use
Terms of Service:
dynamic-capital-groupllc.com/TermsOfService
Regulatory Disclosure
Dynamic Capital Group LLC is a licensed insurance agency (NPN #21041349). We are not a registered investment advisor and do not provide securities, investment advisory services, or tax advice. All products are insurance-based and regulated under applicable state insurance laws. Licensed in accordance with New York State Department of Financial Services regulations. © 2024 Dynamic Capital Group LLC. All rights reserved.