The Pinnacle Edge

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. 

About Pinnacle

In 2007, Jim Ludwick, President & CEO founded Pinnacle Insurance and Financial Services with a vision of creating a marketing distribution firm that is intensely committed to outstanding service, integrity, and cutting edge innovation.

Pinnacle’s exceptional delivery of comprehensive protection and income planning services has attracted over 8,000 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).

Meet Our Team

Year We Began


Financial Institutional Client Firms


Sales Vice Presidents


Advisors Working with Pinnacle

Our Services

Pinnacle ONE


Advanced Marketing

Business Planning Center of Excellence

Case Design & Planning

Case Management/Underwriting

Product Portfolio

Pinnacle ONE

Pinnacle ONE is Pinnacle’s proprietary web-based business portal that gives you direct access to tools and resources specifically designed to help you grow your business with ease and efficiency. With secure, 24×7 access to resources including the marketing mall, instant life insurance quotes, online DropTicket applications, and real-time case status, this is your personal dashboard for working with Pinnacle. As an added benefit, all advisors who do business through Pinnacle will have access to Pinnacle ONE.

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Elite Advisor Platform

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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