Grow Your Business
If you're like us and are interested in discovering innovative ways to grow your business, here's the place to start. Whether you're interested in customized prospecting, a new branding approach, or advanced planning strategies, we've got the connections for you.
Advanced Planning
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. By engaging with one of our advanced planning consultants, you will be directed to the team that is best suited to your client's needs. Click "Learn More" to view the full list of APC services and partners.
Tom Worthington
Tom Sellin
Long Term Care Planning
At The Pinnacle Group, we go beyond just the costs and benefits when it comes to LTC planning. We can show you the exclusive plan that your clients deserve. This includes customized case design and quotes among other things, such as client meetings and presentations, concierge care services, claims expertise and plan appraisals.
Virginia Barausky
Nat'l Director of Sales, Linked Benefits
Marketing
Provided by Parabl, a division of The Pinnacle Group
Contact us if you...
- Want to grow your business and expand your reach
- Are looking for turnkey marketing collateral or fully custom marketing support
Daria Gregory
VP of Marketing
Meet Your Business Consultants
James Henley
South Managing Partner
Scott Meadows
Mid-America Managing Partner
Morgan Christiansen
VP of Annuities