NEW BUSINESS CHANNELS
We want to help you seize every opportunity available — even if it exists outside of your normal sphere of experience. To this end, we’ve partnered with some of the industry’s leading experts in the following specialty areas. By connecting with the strategic partners below, you can take advantage of a variety of niche market and broaden the services of your firm.
STRUCTURED SETTLEMENTS
CASE COMPLEXITY:
AVERAGE CLIENTS: Clients that have experienced personal injury
SPECIALTIES: Cases involving workers compensation, medical malpractice, long-term medical needs
There is no such thing as a cookie-cutter settlement plan. Each of Ringler’s proposals is built on a comprehensive analysis of the case and includes a life care plan, which details future needs and expenses. They then scour the market for the perfect combination of settlement and investment products needed to achieve your client’s financial goals.
PHILLIP M. KRAUSE
Settlements expertise | Strategic business planning
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PROPERTY & CASUALTY INSURANCE
CASE COMPLEXITY:
SPECIALTIES: Growing advisors’ books of business by connecting them with clients who have planning needs
Through Pinnacle, you can leverage Chubb’s powerful property and casualty strategies for your clients. Their unique engagement process allows you to expand your capabilities and grow your book of business.
JOANNA MCNAMARA
Marketing expertise | Advisor networking
Read Bio
STRUCTURED SETTLEMENTS
CASE COMPLEXITY:
AVERAGE CLIENTS: Clients that have experienced personal injury
SPECIALTIES: Cases involving workers compensation, medical malpractice, long-term medical needs
There is no such thing as a cookie-cutter settlement plan. Each of Ringler’s proposals is built on a
comprehensive analysis of the case and includes a life care plan, which details future needs and expenses. They then scour the market for the perfect combination of settlement and investment products needed to achieve your client’s financial goals.
PHILLIP M. KRAUSE
Settlements expertise | Strategic business planning
Read Bio
PROPERTY & CASUALTY INSURANCE
CASE COMPLEXITY:
SPECIALTIES: Growing advisors’ books of business by connecting them with clients who have planning needs
Through Pinnacle, you can leverage Chubb’s powerful property and casualty strategies for your clients. Their unique engagement process allows you to expand your capabilities and grow your book of business.
JOANNA MCNAMARA
Marketing expertise | Advisor networking
Read Bio
