-
Creative solutions for the financial advisor
-
Our Approachby working with you to create innovative solutionby strategically planning and curating offerings that meet your needsby creating turnkey departments within your organizationWe create a consultative relationship where lasting transformation takes precedence over short-term transactions. But how do we transform?We transform...
-
OfferingsWe'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 marking strategy for a new demographic, or leveraging one of our exclusive partners on a complex case, our team provides unmatched, comprehensive support.
Retirement
ServicesAdvanced
Planning CenterMarketing
ServicesCase
SupportNew Business
ChannelsElite Advisor
Platform
Learn MoreLearn MoreLearn MoreLearn MoreLearn MoreLearn More
-
Your practice management portalThis 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 partnersIn order to give you access to the highest quality products on the marketplace, we have developed strong partnerships with the nations 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
• Genworth
• 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 BUSINESSWe’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.LICENSINGLicensing 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.com7791 Belfort Parkway, Jacksonville, FL 32256