Home - The Pinnacle Group

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

Sales
Support

Learn More

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

Banner Life

Equitable

Foresters

Great Western

John Hancock

Lafayette Life

Lincoln National

Mass Mutual

Minnesota Life

Mutual of Omaha

Nationwide

New York Life

North American

Penn Mutual

Principal

Pacific Life

Pan American

Protective Life

Prudential

SBLI

State Life/One America

Symetra

Transamerica

Zurich

Allianz Life

American Equity

American General

American National

Athene

Atlantic Coast Life

Bankers Life Insurance Company

Brighthouse

F&G Life

Global Atlantic

Great American

Integrity

Liberty Bankers Life

Lincoln Financial Group

Minnesota Life

North American

Oceanview

One America

Oxford Life

Pacific Life

Principal

Protective Life

Reliance Standard

Sentinel Security

Standard Insurance

US Life

Symetra

Voya Financial

Lloyds

Illinois Mutual

Mass Mutual

MetLife

Mutual of Omaha

Ohio National

Principal

Standard

Traditional LTC

• Mutual of Omaha

Hybrid LTC

• Lincoln MoneyGuard

• Minnesota Life

• Nationwide

• One America

• Pacific Life

• Securian

• State Life

LTC/Chronic Illness Riders

• American General

• Equitable

• John Hancock

• Lincoln National

• Minnesota Life

• Mutual of Omaha

• Nationwide

• Pacific Life

• Protective

• Prudential

• Symetra

Accordia Life

Allianz Life

American General

American National

Banner Life

Equitable

Foresters

Great Western

John Hancock

Lafayette Life

Lincoln National

Mass Mutual

Minnesota Life

Mutual of Omaha

Nationwide

New York Life

North American

Penn Mutual

Principal

Pacific Life

Pan American

Protective Life

Prudential

SBLI

State Life/One America

Symetra

Transamerica

Zurich

Allianz Life

American Equity

American General

American National

Athene

Atlantic Coast Life

Bankers Life Insurance Company

Brighthouse

F&G Life

Global Atlantic

Great American

Integrity

Liberty Bankers Life

Lincoln Financial Group

Minnesota Life

North American

Oceanview

One America

Oxford Life

Pacific Life

Principal

Protective Life

Reliance Standard

Sentinel Security

Standard Insurance

US Life

Symetra

Voya Financial

Lloyds

Illinois Mutual

Mass Mutual

MetLife

Mutual of Omaha

Ohio National Disability

Principal

Standard

Traditional LTC

• Mutual of Omaha

Hybrid LTC

• Lincoln MoneyGuard

• Minnesota Life

• Nationwide

• One America

• Pacific Life

• Securian

• State Life

LTC/Chronic Illness Riders

• American General

• Equitable

• John Hancock

• Lincoln National

• Minnesota Life

• Mutual of Omaha

• Nationwide

• Pacific Life

• Protective

• Prudential

• Symetra

Accordia Life

Allianz Life

American General

American National

Banner Life

Equitable

Foresters

Great Western

John Hancock

Lafayette Life

Lincoln National

Mass Mutual

Minnesota Life

Mutual of Omaha

Nationwide

New York Life

North American

Penn Mutual

Principal

Pacific Life

Pan American

Protective Life

Prudential

SBLI

State Life/One America

Symetra

Transamerica

Zurich

Allianz Life

American Equity

American General

American National

Athene

Atlantic Coast Life

Bankers Life Insurance Company

Brighthouse

F&G Life

Global Atlantic

Great American

Integrity

Liberty Bankers Life

Lincoln Financial Group

Minnesota Life

North American

Oceanview

One America

Oxford Life

Pacific Life

Principal

Protective Life

Reliance Standard

Sentinel Security

Standard Insurance

US Life

Symetra

Voya Financial

Lloyds

Illinois Mutual

Mass Mutual

MetLife

Mutual of Omaha

Ohio National

Principal

Standard

Traditional LTC

• Mutual of Omaha

Hybrid LTC

• Lincoln MoneyGuard

• Minnesota Life

• Nationwide

• One America

• Pacific Life

• Securian

• State Life

LTC/Chronic Illness Riders

• American General

• Equitable

• John Hancock

• Lincoln National

• Minnesota Life

• Mutual of Omaha

• Nationwide

• Pacific Life

• Protective

• Prudential

• Symetra

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