The Pinnacle Edge
Pinnacle’s exceptional delivery of comprehensive protection and income planning services has attracted more than 10,000 of the nation’s top financial professionals as well as many of the top financial institutions in the United States. As the leading national marketing firm in the industry, Pinnacle is recognized by Inc. Magazine as one of the fastest growing private companies in the US (2012, 2013).
Every member of the Pinnacle team must subscribe to understanding that our customer, the financial advisor, comes first. We strategically partner with financial institutions, independent broker dealers, and banking firms, to build internal capabilities and customized services to support the financial advisor. Our national presence, influence with insurance and annuity carriers, marketing ingenuity, and highly specialized team of skilled professionals combine to create the Pinnacle Edge.
Advanced Planning Center
The APC provides unparalleled, hands-on expertise to assist you in business planning research, creative planning design, and point of sale consultation.
Case Design & Management
With decades of experience working cases of all sizes and complexities, our team provides operational support to advisors across the nation.
Pinnacle's expert, in-house underwriters use a thorough and expedited process to match each of your clients with the perfect policy
Point of Sales Support
With an expansive, nationwide network of connections in the industry, you can always rely on us to provide you with the sales support you need.
Our marketing team provides comprehensive marketing campaigns, social media expertise, video production, website design, content writing, graphic design, and more.
Utilizing the best in video conferencing technology, Pinnacle enables advisors in the field to collaborate with our in-house experts for training and sales support.
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PinnacleONE is our proprietary, web-based business portal that gives our advisors direct access to tools and resources specifically designed to help them grow their business with ease and efficiency. With secure, 24×7 access to resources including instant life insurance quotes, online DropTicket applications, and real-time case status, this is your personal dashboard for working with Pinnacle.
Online life quotes and application submission in a matter of minutes
Access to an expansive selection of resources and tools for advisors
Sales tactics and strategies from industry experts and national carriers
Compare rates and access calculators and forms from one place
Specialized calculators for insurance, investments, taxes, savings and more
Articles, blog posts and videos covering latest tips and trends in the industry
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The foundation of Pinnacle’s Elite Advisor Platform (EAP) is built on an exclusive culture of idea sharing among the most preeminent financial advisors in the United States. More than a group, EAP is a shared experience that unifies dedicated advisors to discuss best practices, grow in knowledge, and collaborate regularly. The basis of EAP is advisors, and its services are reserved for those adept in exceeding expectations while working with others.
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