The Pinnacle Group

The Pinnacle Group

The Pinnacle Group

  • Get Started
  • Home
  • Advanced Planning Center
  • Marketing Services
  • Retirement Services
  • New Business Channels
  • Case Support
  • EAP
  • Licensing
  • Home
  • Advanced Planning Center
  • Marketing Services
  • Retirement Services
  • New Business Channels
  • Case Support
  • EAP
  • Licensing
  • Creative solutions for the financial advisor
  • Our Approach
    by working with you to create innovative solutions
    by strategically planning and curating offerings that meet your needs
    by creating turnkey departments within your organization
    We create a consultative relationship where lasting transformation takes precedence over short-term transactions. But how do we transform?
    We transform...
  • Offerings
    We're not just here for the sale - we're here to help you through every step of the planning process. Whether you're interested in developing a marketing strategy for a new demographic, or leveraging one of our exclusive partners on a complex case, our team provides unmatched, comprehensive support.
    Retirement
    Services
    Advanced
    Planning Center
    Marketing
    Services
    Case
    Support
    New Business
    Channels
    Elite Advisor
    Platform
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  • Your practice management portal
    This platform has been built with all of the quoting tools and engines you’ve come to expect, but did you know that it’s meant to be so much more? We’ve designed this portal to be the go-to place for customized support in all areas of your practice.
  • Carrier partners
    In order to give you access to the highest quality products on the marketplace, we have developed strong partnerships with the nation's top-rated carriers.
    • LIFE INSURANCE CARRIERS
    • ANNUITY CARRIERS
    • DISABILITY CARRIERS
    • LONG TERM CARE CARRIERS

    Accordia Life

    Allianz Life

    American General

    American National

    Assurity Life

    AXA

    Banner Life

    Columbian Mutual Life

    Foresters

    Great Western

    John Hancock

    Lafayette Life

    Lincoln National

    Mass Mutual

    Bright House

    Minnesota Life

    Mutual of Omaha

    Nationwide

    New York Life

    North American

    Penn Mutual

    Principal

    Pacific Life

    Pan American

    Protective Life

    Prudential

    SBLI

    State Life

    Symetra

    Transamerica

    United Life

    Zurich

    Allianz Life

    American Equity

    American General

    American National

    Athene

    Atlantic Coast Life

    Bankers Life Insurance Company

    F&G Life

    Global Atlantic

    Great American

    Integrity

    Liberty Bankers Life

    Lincoln Financial Group

    Minnesota Life

    North American

    One America

    Oxford Life

    Pacific Life

    Principal

    Protective Life

    Reliance Standard

    Sentinel Security

    Standard Insurance

    OneAmerica

    Symetra

    Voya Financial

    Lloyds

    Illinois Mutual

    Mass Mutual

    MetLife

    Mutual of Omaha

    Ohio National

    Principal

    Standard

    Traditional LTC

    • Mutual of Omaha

    • Transamerica

    Hybrid LTC

    • Lincoln MoneyGuard

    • Nationwide

    • Pacific Life

    • State Life

    • Minnesota Life

    LTC/Chronic Illness Riders

    • American General

    • AXA

    • John Hancock

    • Lincoln National

    • Minnesota Life

    • Nationwide

    • Omaha

    • Pacific Life

    • Protective

    • Prudential

    • Symetra

    • Transamerica

  • HOW TO DO BUSINESS
    We’ve created an onboarding process that prioritizes your time and simplifies your involvement. We want to get you up and running as quickly and easily as possible, meaning less paperwork for you and more time to serve your clients.
    LICENSING
    Licensing is a quick, one-time process that fully integrates you with Pinnacle’s carrier partners. By completing the brief form at the link below, we can immediately begin customizing your licensing packet to your infrastructure.
    Click to Begin
  • 800-356-1167  |  info@pinnacleifs.com
    7791 Belfort Parkway, Jacksonville, FL 32256