The Pinnacle Group

Creative solutions for the financial services industry.

Pinnacle Insurance and Financial Services is a leading life insurance and financial services marketing organization committed to providing industry-best service, a superior portfolio of products and unmatched expertise. We have become one of the fastest growing companies of our kind in the U.S by providing a high standard of excellence in serving institutional clients, independent broker dealers, registered investment advisors, independent insurance agencies and financial professionals. Our approach in partnering with our clients is to significantly increase their revenue and to leverage our strategic relationships in order to create collaborative teams which will provide unparalleled opportunities for financial professionals to grow their practice.

Mission: Services are a commodity. Partnership is rare. In our industry, there are scores of vendors clamoring to sell you their products, then disappearing as soon as they do. But that’s not how we roll. We’re here to transform your business, to work alongside you to create innovative solutions to address your specific challenges and equip you with the resources you need to face obstacles head on. When we form a partnership with you, we fully dedicate ourselves to providing you with specialized strategies designed to extend your offerings and expertise, enrich your relationships, elevate your business, and enhance your brand.

The Pinnacle Group's cover photo

The Pinnacle Group's cover photo

The Pinnacle Group

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Check out the latest life concepts and strategies

Check out the latest life concepts and strategies!

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The Pinnacle Group

We had a blast connecting with EAP advisors at last night's banquet dinner! #connectingwithapurpose

Our EAP Winter Summit is now in full swing! #connectingwithapurpose

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New Blog Post: The Retirement Planning Process

New Blog Post: The Retirement Planning Process - http://mailchi.mp/pinnacleifs.com/new-blog-post-the-retirement-planning-process

mailchi.mp The retirement planning process has changed a great deal over the years, becoming much more involved and sophisticated. With the many decisions facing your clients and their retirement dreams, it’s essential to explore the many options and questions involved with the planning process.

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Where will your clients be when the bull market turns bear?

Where will your clients be when the bull market turns bear?

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The Pinnacle Group

Tax-deferred to tax-free LTC coverage! http://mailchi.mp/4bfd5ecb424a/the-interest-rate-special-is-back-1149989

Creative solutions for the financial services industry.

Congratulations to Rhonda Diehl on being this month's Peak Performer! Thank you for all of your hard work and dedication!

When is zero greater than five?

When is zero greater than five?

mailchi.mp Don't let its name fool you, Protective Indexed Choice UL can play in the GUL marketspace and offer even more value: greater cash-value potential, thanks to lower fees and a realistic rate, and stronger protection than a fixed UL policy — even when illustrated at a 0% interest rate!

IMPORTANT - Hurricane Irma Update (9/8/17 at 11am EST)

IMPORTANT - Hurricane Irma Update

https://lnkd.in/ekeWhEx

mailchi.mp Due to the severe weather from Hurricane Irma, our home office in Jacksonville, FL will be closed starting at 12:00 PM EST on Friday, September 8, and will remain closed through Monday, September 11. Business operations will continue remotely throughout the duration of the storm contingent upon our…

Are you thinking outside the box?

Are you thinking outside the box?

mailchi.mp When a client needs affordable lifetime coverage, you probably think GUL. But what if you could offer another solution with similar guarantees and even more cash value? Enter Protective Indexed Choice UL (ICUL) - a more realistic approach to an indexed universal life solution, built with integrity.

Is your client prepared for a chronic illness?

Is your client prepared for a chronic illness?

mailchi.mp Without the right protection, an unexpected chronic illness could create an enormous financial burden on your client. But with the right planning, you can help your client leverage a universal life insurance policy to help him/her be financially prepared.

Is your client's policy everything it can be?

Is your client's policy everything it can be?

mailchi.mp Many individuals purchase term life insurance without a deep understanding of the capabilities or possibilities of their policies. In some cases, these policies can be utilized in a way that creates significant value for both the client and the advisor.But how can you discover this untapped potentia...

Rising interest rates & falling equity markets — What can be done?

Rising interest rates & falling equity markets — what can be done?

mailchi.mp How secure are your retiring clients' investments? When interest rates rise, the value of long-term bond funds falls, meaning bond fund investments can be risky in a rising interest rate environment. In a recent survey, 61% of retiree respondents didn’t understand this inverse relationship between i...

Are your clients seeking immediate income?

Are your clients seeking immediate income?

mailchi.mp When it comes to planning for a secure financial future, your clients need to know that their money will be there when they need it. Great American Life's American Custom 10 protects your client's principal, locks in his/her earnings and guarantees his/her contract values will not fall below a minim...

Immediately guarantee a larger legacy for your clients

Immediately guarantee a larger legacy for your clients...

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Have you optimized your client's legacy?

Have you optimized your client's legacy?

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Find the right fit for your clients

Have you found the right fit for your clients?

mailchi.mp Most people will need long-term care (LTC) at some point in their lives — but they don't always fit the traditional LTC client profile. Nationwide has developed a prospecting tool that helps you identify ideal clients – new and from your current book of business.

What's important to your clients?

What's important to your clients?

mailchi.mp What are your clients' long-term care needs? What's important to them? With Nationwide YourLife CareMatters®, your clients can have peace of mind knowing their monthly benefits are flexible and will be a fixed amount.

pinnacleifsblog.com

Consumers Hungry for Advice on Retirement Income Strategies: Annuities

Consumers Hungry for Advice on Retirement Income Strategies. Click the link below to read more on this topic in our latest blog post!
https://pinnacleifsblog.com/2017/06/16/consumers-hungry-for-advice-on-retirement-income-strategies-annuities/

pinnacleifsblog.com While consumers are hungry for advice on guaranteed lifetime income, they are not being fed. A recent study has revealed numerous gaps and changes in the world of annuities and advisor-client commu…

Are your affluent clients facing a significant retirement income shortfall?

mailchi.mp Are your affluent clients facing a significant retirement income shortfall?Life insurance may help fill the gap by providing death benefit protection now and supplemental income potential later.

The Three Guarantees of SecureCare

Do you know of the three guarantees of SecureCare?

mailchi.mp ) is a single-premium, permanent life insurance policy with long-term care benefits. SecureCare can protect your clients' families and financials if they ever have a long-term care event, and it

Our team cooked up some amazing meals for our Cinco De Mayo luncheon last Friday! And a special congratulations to Brittany, this month's Peak Performer!

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Do you know of the three benefits of MoneyGuard?

Do you know of the three benefits of MoneyGuard?

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What is the #1 reason your client isn't interested in long-term care?

What is the #1 reason your client isn't interested in long-term care? - https://goo.gl/hPnzNo

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Congratulations to our Peak Performer, Chris Corbitt! We're so happy to have him on the team!

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Is your client prepared for what may come?

You may be surprised by some of the questions your clients have about retirement.

us8.campaign-archive1.com While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not rendering legal, accounting, or tax advice. It may not be used to av...

One policy. Joint benefits.

One policy. Joint benefits. To learn more, click >>>http://eepurl.com/cGqbHz

us8.campaign-archive1.com While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not rendering legal, accounting, or tax advice. It may not be used to av...

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New indexed strategies available now!

You can now offer your clients to allocate money to the NEW iShares U.S. Real Estate Exchange Traded Fund (ETF) or the S&P U.S. Retiree Spending Indxed Strategy!
http://eepurl.com/cGNfcb

us8.campaign-archive2.com While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not rendering legal, accounting, or tax advice. It may not be used to av...

The 2017 Elite Advisor Platform (EAP) Winter Summit has officially started!

Congratulations to our latest Peak Performers: Tiffany Flores and Cathy Gunter!
Your hard work and dedication are what make this firm so unique!

pinnacleifs.com

We are hiring a Junior Sales Associate - come join our team! Follow this link to learn more about this position: https://goo.gl/E1cmc3

pinnacleifs.com

[01/03/17]   From all of us at Pinnacle, we hope that you had a wonderful Christmas, and we look forward to all of the opportunities that 2017 will bring!

We hope that you had a wonderful Thanksgiving weekend! Our team of very talented cooks had quite the feast last week.

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Retirement Savings: How Much Is Enough?

Retirement Savings: How Much Is Enough? http://eepurl.com/cpdUzT

us8.campaign-archive1.com While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not rendering legal, accounting, or tax advice. It may not be used to av...

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Are your clients passionate about giving?

Are your clients passionate about giving?

us8.campaign-archive2.com 7791 Belfort Parkway, Jacksonville, FL 32256 (800) 356-1167 While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not renderin...

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48 hours is all it takes...

48 hours is all it takes...

us8.campaign-archive2.com 7791 Belfort Parkway, Jacksonville, FL 32256 (800) 356-1167 While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not renderin...

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Control. Flexibility. Choice.

Control. Flexibility. Choice. Click >>>> http://eepurl.com/cnFBar to learn more!

us8.campaign-archive2.com 7791 Belfort Parkway, Jacksonville, FL 32256 | (800) 356-1167 While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not render...

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Easy In. Easy Up. Easy Out.

us8.campaign-archive1.com 7791 Belfort Parkway, Jacksonville, FL 32256 (800) 356-1167 While this communication may be used to promote concepts discussed in the publication, it is intended to provide general information and is provided with the understanding that Pinnacle Insurance and Financial Services, LLC. is not renderin...

The average spent on Halloween this year is almost 3X the average life insurance premium. Learn more: http://www.lifehappens.org/the-true-cost-of-life-insurance/

The Pinnacle folks know how to have some fun! Pumpkin carving and a fierce costume contest put us all in the Halloween spirit.

Fast. Effortless. Profitable.

Fast. Effortless. Profitable. Click the link to learn more information! http://eepurl.com/clw2H5

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Creative Solutions for the Financial Services Industry

Most people fear change - but consider the alternative.

Anyone can call themselves “forward-thinking,” but those who aren’t willing to take the necessary risks to stay on the edge of change would be lying if they did. Tradition might help our industry preserve its core values and carry on its legacy, but it also runs the risk of bogging us down in rote behaviors just because it’s what we’ve always done. At The Pinnacle Group, we respect where we came from—but at the same time, we commit ourselves to find bolder, more innovative ways to make our best clients look even better.

Services are a commodity. Partnership is rare.

In our industry, there are scores of vendors clamoring to sell you their products, then disappearing as soon as they do. But that’s not how we roll. We’re here to transform your business, to work alongside you to create innovative solutions to address your specific challenges and equip you with the resources you need to face obstacles head on. When we form a partnership with you, we fully dedicate ourselves to providing you with specialized strategies designed to extend your offerings and expertise, enrich your relationships, elevate your business, and enhance your brand.

What we do is a little like jazz - we’re at our best when we improvise with you.

And the reason it works is because we’ve been playing for a long time. While our industry buckles under an outdated, unsophisticated 50-year-old model, we’re looking at new ways of doing business, closing gaps, growing revenue, and serving the people who matter most to you. We’re working with models and experimenting with solutions that aren’t fully formed yet, always keeping our mindset fixed on your next big goal.

If it’s not integral to what you do, there’s no point in doing it.

We believe that dynamic, customized solutions that integrate seamlessly with your brand are the only way to achieve true success. That means no canned scripts, and no assembly-line products—we rely on diagnostics, strategic thinking, and careful planning to ensure you always stay 5 steps ahead of the game. After all, anyone can promise you a successful outcome—but we’ll actually commit to getting you there.


  • Financial Advisors

  • Broker Dealers

  • Registered Investment Advisors

  • Banks & Credit Unions
  • Innovation and commitment go hand in hand.

    When you work with us, our team becomes your team: a literal extension of your business who provides you with specialized services. With over a century of combined experience, every member of The Pinnacle Group is dedicated to working side by side with you, helping you strategically plan and curate offerings that meet the very real needs of your advisors and clients. We dedicate ourselves to creating a relationship with you that requires long-term commitment, planning, and a genuine investment in seeing you succeed.

    Want your business to be the top-listed Finance Company in Jacksonville?

    Click here to claim your Sponsored Listing.

    Location

    Telephone

    Address


    7791 Belfort Pkwy
    Jacksonville, FL
    32256

    Opening Hours

    Monday 08:00 - 16:30
    Tuesday 08:00 - 16:30
    Wednesday 08:00 - 16:30
    Thursday 08:00 - 16:30
    Friday 08:00 - 16:30
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