The Pinnacle Group
Insurance Portal
  • Home
  • Make the Transition
  • Grow Your Business
  • Conduct Your Business
  • Business Consultants
  • Insurance Portal
The Pinnacle Group
Insurance Portal
  • Home
  • Make the Transition
  • Grow Your Business
  • Conduct Your Business
  • Business Consultants
  • Insurance Portal

CONDUCT YOUR BUSINESS

When it comes to the day-to-day processes necessary for doing business, having a dependable team is everything.
That's why every department at Pinnacle is equipped to not only help you execute business effectively and efficiently, but also to help you discover new opportunities along the way.
Access Your Insurance Portal

CASE SUPPORT

Contact us if you...

  • Would like to begin a new life insurance or annuity case
  • Would like an update on an existing case
  • Are interested in more complex planning opportunities
Kent Griffin

Kent Griffin
SVP Case Design & Advanced Markets

Contact
Virginia Barausky

Virginia Barausky
Nat'l Director of Sales, Linked Benefits

Contact
Amy Miller

Amy Miller
Senior Case Manager

Contact
Terri Smith

Terri Smith
Underwriting Manager

Contact
Chris Harclerode

Chris Harclerode
SVP Annuity Sales

Contact
Learn More About Case Support

Licensing & Contracting

Contact us if you...

  • Need to get contracted with a carrier
  • Have questions about your licenses
Brittany DeBoyd

Brittany DeBoyd

Team Lead

Contact
Contact Licensing & Contracting

Not assigned to a business consultant?

Reach out to Luigi Montolio, listed below, to get one assigned to you. Your business consultant will be your first point of contact when engaging the Pinnacle team, so connecting with one is a critical first step. Their desire and goal is to help you grow your business by leveraging the resources and partners available to you through Pinnacle.
Luigi Montolio

Luigi Montolio
Director, Sales & Distribution

Contact
The Pinnacle Group

THE PINNACLE GROUP
12724 Gran Bay Pkwy, Lakeside 1, Ste 150
Jacksonville, FL 32258
(800) 356-1167

Copyright © 2024 The Pinnacle Group. All rights reserved

Case Support

Our case support team is divided into three departments: case design, underwriting, and case management. These departments work in unison to create an efficient, seamless process for conducting business.

Case Design

Our case design team specializes in a wide range of insurance and annuity strategies - from the simple to the complex. They'll work closely with you and the rest of our team to present the most comprehensive options to your clients.

Contact Case Design

Underwriting

Through decades of experience, our underwriting team set themselves apart in this competitive industry. Through daily analyses from our case management team and executive review of complex cases, they help ensure your client is receives unmatched service.

Contact Underwriting

Case Management

Through every stage of the process, our case management team keeps the momentum going. By coordinating with both our team and yours, they can help you execute business with efficiency and accuracy.

Contact Case Management