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

Grow Your Business

At Pinnacle, we're always looking beyond the day-to-day.
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 Worthington

Contact
Tom Sellin

Tom Sellin

Contact
Learn More About the Advanced Planning Center

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

Virginia Barausky
Nat'l Director of Sales, Linked Benefits

Contact
Learn More About Long Term Care Planning

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

Daria Gregory
VP of Marketing

Contact
Learn More

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 © 2025 Your Team. All rights reserved

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.

Here's What We Bring to the Table

  • Educational Expertise in LTC Planning
  • Cost Analysis
  • LTC Appraisals
  • Streamlined Underwriting & Online Applications
  • Case Design & Underwriting Assistance
  • Unbiased LTC Options for Client Needs*
  • Client Meeting Assistance
  • Business Practice Management Strategies
Unbiased LTC Options to fit your clients needs, to include LTC hybrid solutions with several carriers (OneAmerica, Lincoln, Securian, Nationwide, and Pacific Life), annuities & traditional LTC.

Business Practice Management Strategies

  • How to have the conversation
  • How to design a plan for the family
  • What is important to know when LTC planning
  • Client profiles by age group
  • Webinars / seminars for client & advisor

Focus Opportunities

  • Life insurance cash value & Annuity opportunities
  • Executive benefit use
  • Women and LTC
  • Estate planning & LTC in trusts
  • High net worth
Contact Linked Benefits

Next Level Advisor Marketing

Through Pinnacle, you have access to two distinct marketing offerings: Next Level Advisor Marketing will provide you with quick, turnkey services that you can earn through life and annuity production.
Learn More

Parabl

Parabl Creative Solutions is an in-house marketing firm that provides branding, messaging, web development, design, video production, and strategic services - all of which can be purchased.
Coming Soon!