ADVANCED PLANNING CENTER

Our Advanced Planning Center (APC) is a dynamic, multi-layered support team that helps you pinpoint business opportunities and design complex strategies for your clients. Below, you will get a snapshot of each unique sector of the APC and how their areas of expertise could help you grow your business.

ADVANCED SOLUTIONS

CASE COMPLEXITY:          

AVERAGE CLIENTS: $10M+ net worth, high-income earners

SPECIALTIES: Premium finance, exit plans, legal counsel

 

For cases requiring the highest level of planning expertise and risk mitigation, you have direct access to Pinnacle’s Advanced Solutions department. This department is managed by NextPoint Solutions, one of the industry’s leading teams for advanced planning and premium finance. They are here to help you create complex, powerful strategies for your high-net-worth clients.

 

ROBERT STRAUSS, JD
Legal expertise | Premium financing | Exit planning
 Read Bio

 

CHRIS JACOB, CFP
Premium financing | Tax planning | Wealth transfer
 Read Bio

 

ANDREW WEINHAUS, ESQ
Legal counsel | Estate planning | Tax strategies
 Read Bio

 

RANDY FOX
Comprehensive Estate and Wealth transfer Planning | Philanthropic Planning | Income Tax Planning
 Read Bio

CASE DESIGN & BUSINESS PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners, retirees, high-income earners

SPECIALTIES: Life insurance appraisals, defined benefit plans, legacy plans, exit planning

 

The Pinnacle Group‘s in-house case design team will be your first point-of-contact for most of your client’s planning needs. They are known for their vast knowledge of insurance planning strategies, and they are here to pursue creative solutions for your client.

 

KENT GRIFFIN, MBA
Complex legacy planning | Product expertise | Policy appraisals
 Read Bio

 

DON ROSBOROUGH, CLU, CHFC
Complex case design | Tax planning | Market research
 Read Bio

 

TOM SELLIN, CLU, CHFC
Advanced case design | Advisor consultations | Business consultations
 Read Bio

 

SEAN SHEA
Advisor/Client Management | Business Owners | Foreign Nationals
 Read Bio

BUSINESS CONSULTATIONS

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners, high-income earners

SPECIALTIES: Business consultations, valuation of assets

 

Your client’s company deserves to reach its maximum potential, and Marshall & Stevens aims to provide you with any and all of the resources you need to get it there. They work with you to draw up a customized plan designed around your client’s specific needs and goals for his or her company — whether that involves designing a succession plan or a plan on how to increase the value of his/her business for a potential sale.

 

MARK W. SANTARSIERO
Business valuation | Litigation support | Investment banking
 Read Bio

 

STEVE SUSEL
Investment Banking | Business Valuation | Client Consultation
 Read Bio

 

GREG FELDMAN
Investment Banking | Business Valuation | Client Consultation
 Read Bio

LIFE SETTLEMENTS

CASE COMPLEXITY:          

AVERAGE CLIENTS: Clients with policy issued at standard or better, clients with a change of health since issue, clients with a median life expectancy of 15 years or less

IDEAL POLICY: Low cash value policies without loans taken on them, low premiums, policy that matures at age 100 or beyond

 

Ashar Group partners with financial professionals/fiduciaries and their clients to uncover the life settlement ASSET VALUE OF CURRENTLY HELD LIFE INSURANCE to create liquidity for investments and other planning opportunities. Ashar manages a COMPETITIVE POLICY AUCTION between institutional buyers to get the best value for your client. Their proprietary platform consists of pricing, underwriting, and compliance specialists to help support, protect, and grow your business.

 

JON MENDELSOHN
Life Settlements | Policy Valuations | Longevity Services
 Read Bio

 

JASON MENDELSOHN
Life Settlements | Policy Valuations | Longevity Services
 Read Bio

INCOME TAX PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: High-net-worth

SPECIALTIES: Complex retirement planning, income tax deductions, qualified plans as exit strategies

 

At Pinnacle, we have extensive experience in the retirement planning arena, specializing in tax-advantaged qualified plans as exit strategies for high-net-worth clients. Our team partners with advisors to provide individuals with preferred solutions that are designed to achieve large income tax deductions. When you partner with us, you will receive support from inception to implementation.

 

TOM WORTHINGTON, CEP
Defined benefit planning | Business consultations | Tax strategies
 Read Bio

ADVANCED SOLUTIONS

CASE COMPLEXITY:          

AVERAGE CLIENTS: $10M+ net worth, high-income earners

SPECIALTIES: Premium finance, exit plans, legal counsel

For cases requiring the highest level of planning expertise and risk mitigation, you have direct access to Pinnacle’s Advanced Solutions department. This department is managed by NextPoint Solutions, one of the industry’s leading teams for advanced planning and premium finance. They are here to help you create complex, powerful strategies for your high-net-worth clients.


ROBERT STRAUSS, JD
Legal expertise | Premium financing | Exit planning
 Read Bio


CHRIS JACOB, CFP
Premium financing | Tax planning | Wealth transfer
 Read Bio


ANDREW WEINHAUS, ESQ
Legal counsel | Estate planning | Tax strategies
 Read Bio


RANDY FOX
Comprehensive Estate and Wealth transfer Planning | Philanthropic Planning | Income Tax Planning
 Read Bio

CASE DESIGN & BUSINESS PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners, retirees, high-income earners

SPECIALTIES: Life insurance appraisals, defined benefit plans, legacy plans, exit planning

The Pinnacle Group‘s in-house case design team will be your first point-of-contact for most of your client’s planning needs. They are known for their vast knowledge of insurance planning strategies, and they are here to pursue creative solutions for your client.


KENT GRIFFIN, MBA
Complex legacy planning | Product expertise | Policy appraisals
 Read Bio


DON ROSBOROUGH, CLU, CHFC
Complex case design | Tax planning | Market research
 Read Bio


TOM SELLIN, CLU, CHFC
Advanced case design | Advisor consultations | Business consultations
 Read Bio


SEAN SHEA
Advisor/Client Management | Business Owners | Foreign Nationals
 Read Bio

BUSINESS CONSULTATIONS

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners, high-income earners

SPECIALTIES: Business consultations, valuation of assets

Your client’s company deserves to reach its maximum potential, and Marshall & Stevens aims to provide you with any and all of the resources you need to get it there. They work with you to draw up a customized plan designed around your client’s specific needs and goals for his or her company — whether that involves designing a succession plan or a plan on how to increase the value of his/her business for a potential sale.


MARK W. SANTARSIERO
Business valuation | Litigation support | Investment banking
 Read Bio


STEVE SUSEL
Investment Banking | Business Valuation | Client Consultation
 Read Bio


GREG FELDMAN
Investment Banking | Business Valuation | Client Consultation
 Read Bio

LIFE SETTLEMENTS

CASE COMPLEXITY:          

AVERAGE CLIENTS: Clients with policy issued at standard or better, clients with a change of health since issue, clients with a median life expectancy of 15 years or less

IDEAL POLICY: Low cash value policies without loans taken on them, low premiums, policy that matures at age 100 or beyond

Ashar Group partners with financial professionals/fiduciaries and their clients to uncover the life settlement ASSET VALUE OF CURRENTLY HELD LIFE INSURANCE to create liquidity for investments and other planning opportunities. Ashar manages a COMPETITIVE POLICY AUCTION between institutional buyers to get the best value for your client. Their proprietary platform consists of pricing, underwriting, and compliance specialists to help support, protect, and grow your business.


JON MENDELSOHN
Life Settlements | Policy Valuations | Longevity Services
 Read Bio


JASON MENDELSOHN
Life Settlements | Policy Valuations | Longevity Services
 Read Bio

INCOME TAX PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: High-net-worth

SPECIALTIES: Complex retirement planning, income tax deductions, qualified plans as exit strategies

At Pinnacle, we have extensive experience in the retirement planning arena, specializing in tax-advantaged qualified plans as exit strategies for high-net-worth clients. Our team partners with advisors to provide individuals with preferred solutions that are designed to achieve large income tax deductions. When you partner with us, you will receive support from inception to implementation.


TOM WORTHINGTON, CEP
Defined benefit planning | Business consultations | Tax strategies
 Read Bio