WHAT WE PROVIDE

Through our strategic partners at The Pinnacle Group, we can offer advisors and clients alike an extensive collection of planning resources designed to better equip us in our mission to assist in the protection, accumulation, and transfer of wealth.

CENTERS OF COMPREHENSIVE PLANNING

Our comprehensive planning team consists of a dynamic, multi-layered support group to assist advisors in identifying new opportunities and develop complex, custom strategies for their clients.

Business Succession Planning

The business succession planning department will work in tandem with advisors and their clients to craft solutions designed around the clients’ specific needs and goals for their company, with strategies ranging everywhere from designing a succession plan to drawing up a proposal on how to increase the value of their business for a potential sale.

Tax Planning

This solutions-focused team of tax planning experts partners with advisors to strategize solutions designed to achieve large income tax deductions for their high net worth clients.

Executive Benefits

The executive benefits department focuses its subject-matter expertise on identifying a business’s key person, and will assist advisors and their business-owner clients on crafting custom plans designed to ensure this key individual’s continued employment—or setting up a plan to recruit and hire a replacement if needed.

Premium Finance

For cases requiring the highest level of planning expertise and risk mitigation, advisors have direct access to the advanced solutions department, which is wholly dedicated here to assist in creating complex, powerful strategies for high-net-worth clients.

Estate & Charitable Planning

The charitable giving department can help advisors walk their philanthropic clients through the process of allowing a charity to take ownership of a life insurance policy on them, continuing their charitable inclinations even after their passing.

NEW BUSINESS MANAGEMENT

With comprehensive support and 24/7 availability, the case design team handles cases with a distinct sophistication and works tirelessly to ensure that each case runs smoothly by meticulously examining all its aspects.

Underwriting Auction

Ensures that advisors receive the best combination of carrier, product, and pricing to share with their client.

Daily Analysis

Large cases are reviewed daily to get cases issued and placed as soon as possible.

Executive Review

Complex and/or large cases are elevated to and reviewed by the senior management team on a weekly basis.

PRACTICE MANAGEMENT PORTAL

Through The Pinnacle Group, advisors will have access to PinnacleOne, a full-service online portal that equips them with a full library of digital resources designed to assist in streamlining their business and better serving their clients. From paperless application services to a fully customizable portfolio of brandable marketing materials, PinnacleOne represents an invaluable asset for the enterprising advisor.

See the Portal

MARKETING SERVICES

We have the ability to provide advisors with personally branded, fully customizable marketing materials through Parabl Creative Services (offered through our partnership with The Pinnacle Group). From brochures and videos to entire websites, Parabl is adept at providing engaging and informative content for professionals in the financial services industry.

LET'S GET STARTED

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