Year We Began

Financial Institutional Client Firms

Sales Vice Presidents

Advisors Working with Pinnacle

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.

Our Services

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.

Underwriting

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.

Marketing

Our marketing team provides comprehensive marketing campaigns, social media expertise, video production, website design, content writing, graphic design, and more.

Virtual Room

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.

Ready to get started?
Click the button below to contact us directly and learn more about how we can best serve you!

Product Portfolio

Life Insurance

Life Insurance

Annuities

Annuities

Long Term Care

Long Term Care

Disability / Income Protection

Disability / Income Protection

PinnacleONE

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.

DropTicket

Online life quotes and application submission in a matter of minutes

Self Service

Access to an expansive selection of resources and tools for advisors

Planning Strategies

Sales tactics and strategies from industry experts and national carriers

Annuities Engine

Compare rates and access calculators and forms from one place

Financial Calculators

Specialized calculators for insurance, investments, taxes, savings and more

Industry Updates

Articles, blog posts and videos covering latest tips and trends in the industry

Want to learn more?

Click the following button to get started with Pinnacle, and gain access to PinnacleONE!
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.

Are you Elite?
Click the following button to learn more about our exclusive opportunity for elite advisors!

Contact Us

Home Office

7791 Belfort Parkway
Jacksonville, FL 32256

  800-356-1167 (Toll-Free)
  904-296-4100 (Direct)
  904-296-8845 (Fax)

  Send a Message

Raleigh Branch

701 Exposition Place
Suite 201
Raleigh, NC 27615

  919-981-6355 (Direct)
  919-981-6358 (Fax)

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Atlanta Branch

1827 Powers Ferry Road SE
Building 25, Suite 100
Atlanta, GA 30339

  770-695-6445 (Direct)
  404-581-5225 (Fax)

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