RETIREMENT SERVICES

Dedicated to giving your client the best retirement possible

Our Retirement Services Division (RSD) is here to help ensure that your clients are ready for every aspect of their retirement, from the simple to the complex.

What does the RSD offer?

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ANNUITIES

Our team has created a simple, effective process that allows you to easily identify and act upon annuity opportunities in your book of business. Through your online portal, you will have access to cutting-edge quoting tools and turnkey marketing campaigns, allowing you to drive annuity business faster and at a higher volume than ever before.

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SENIOR HEALTHCARE

There are significant senior healthcare decisions that your clients will have to face at some point in their lives. Our team can provide you with the expertise and resources you need to point them in the right direction.

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SOCIAL SECURITY

Have your clients considered when and how they will file for Social Security? For better or worse, the decisions they make could have a significant impact on their retirement plans. Our team has partnered with Nationwide to provide a complimentary Social Security analysis that can assist you in helping your clients manage the complexities of Social Security.

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FINAL EXPENSE

Help your clients eliminate the financial burden that final expenses could place on their family members. Through strategic life insurance planning, we can help ensure that your clients’ families have the resources to cover any final expenses.

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LONG-TERM CARE

Many individuals are not prepared for the severe costs of long-term care, leaving their portfolios exposed to significant risk. Our team is here to connect your clients with the financial protection they need to adequately prepare for these expenses.

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SETTLEMENTS*

At times, a cash settlement for your life insurance policy can be a smarter financial decision than lapsing or surrendering the policy. Our team will work with you to ensure that your policy secures the highest market offer possible.

*Please consult your broker dealer to confirm approval of settlements planning.

How can you get started?

Our RSD team is ready to talk with you now about how they can help you create the ideal retirement for your client. Depending on the service you are in need of, they will connect you with the right subject matter expert so that you can begin the planning process.

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