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
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Slide Through the EAP, you have the opportunity to form invaluable professional connections within a group of peers who share your goals and ambitions, to take full advantage of a host of exclusive resources and strategic partnerships that you can't access anywhere else. Learn More

Slide 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.

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

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

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

Slide 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