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.

PREMIUM FINANCE

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

 

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 your advisors partner with us, they will receive support from inception to implementation.

 

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

 

DOUG MUELLER
Tax planning | High-net worth individuals | Business planning
Read Bio

 

MIKE PROST
Business valuation | Litigation support | Tax planning
Read Bio

EXECUTIVE BENEFITS

CASE COMPLEXITY:          

AVERAGE CLIENTS: Businesses with 10+ highly compensated owners, partners and/or employees

SPECIALTIES: Multi-life individual disability insurance to supplement group policies for executive teams

 

In every business, there’s at least one person whose absence would result in financial difficulty for the business owner. Our executive benefits department focuses on identifying a business’s key person, then crafting custom plans designed to ensure their continued employment. And, if a key person gets disabled or otherwise finds themselves unable to continue working, our experts can also help set up a fund to help the business owner recruit and hire a new key employee to take their place.

 

PAUL PILLION
Qualified retirement planning | Employee benefits planning | Key person insurance
Read Bio

 

BRETT VIRGIN
Executive Benefits | Accumulation Solutions | Tax-Advantaged Distribution
Read Bio

 

RANDY O'BRIEN
Executive Benefits | Accumulation Solutions | Tax-Advantaged Distribution
Read Bio

BUSINESS SUCCESSION PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners, high-income earners

SPECIALTIES: Business consultations, valuation of assets

 

Your advisor’s client’s company deserves to reach its maximum potential, and Marshall & Stevens aims to provide your advisors with any and all of the resources they need to get it there. Marshall & Stevens will work with your advisors to draw up a customized plan designed around their 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

 

PAUL PILLION
Qualified retirement planning | Employee benefits planning | Key person insurance
Read Bio

ESTATE & CHARITABLE PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners or other HNW families in need of estate or income tax planning Over $10M or a specific issue

IDEAL POLICY: Philanthropic planning, income and estate tax planning. Creative solutions for complex problems

 

For charitably inclined clients, allowing a charity to own a life insurance policy on them can be a way to allow them to provide for causes they believe in even after their passing. Our charitable giving department can help walk your clients through this process, from examining individual state and insurance company requirements to how to match recurring donations to premium requirements.

 

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

PREMIUM FINANCE

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

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 your advisors partner with us, they will receive support from inception to implementation.

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

DOUG MUELLER
Tax planning | High-net worth individuals | Business planning
Read Bio

MIKE PROST
Business valuation | Litigation support | Tax planning
Read Bio

EXECUTIVE BENEFITS

CASE COMPLEXITY:          

AVERAGE CLIENTS: Businesses with 10+ highly compensated owners, partners and/or employees

SPECIALTIES: Multi-life individual disability insurance to supplement group policies for executive teams

In every business, there’s at least one person whose absence would result in financial difficulty for the business owner. Our executive benefits department focuses on identifying a business’s key person, then crafting custom plans designed to ensure their continued employment. And, if a key person gets disabled or otherwise finds themselves unable to continue working, our experts can also help set up a fund to help the business owner recruit and hire a new key employee to take their place.

PAUL PILLION
Qualified retirement planning | Employee benefits planning | Key person insurance
Read Bio

BRETT VIRGIN
Executive Benefits | Accumulation Solutions | Tax-Advantaged Distribution
Read Bio

RANDY O’BRIEN
Executive Benefits | Accumulation Solutions | Tax-Advantaged Distribution
Read Bio

BUSINESS SUCCESSION PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners, high-income earners

SPECIALTIES: Business consultations, valuation of assets

Your advisor’s client’s company deserves to reach its maximum potential, and Marshall & Stevens aims to provide your advisors with any and all of the resources they need to get it there. Marshall & Stevens will work with your advisors to draw up a customized plan designed around their 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

PAUL PILLION
Qualified retirement planning | Employee benefits planning | Key person insurance
Read Bio

ESTATE & CHARITABLE PLANNING

CASE COMPLEXITY:          

AVERAGE CLIENTS: Business owners or other HNW families in need of estate or income tax planning Over $10M or a specific issue

IDEAL POLICY: Philanthropic planning, income and estate tax planning. Creative solutions for complex problems

For charitably inclined clients, allowing a charity to own a life insurance policy on them can be a way to allow them to provide for causes they believe in even after their passing. Our charitable giving department can help walk your clients through this process, from examining individual state and insurance company requirements to how to match recurring donations to premium requirements.

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

800-356-1167  |  info@pinnacleifs.com 7791 Belfort Parkway, Jacksonville, FL 32256