Advanced Planning Center.
Our Advanced Planning Center (APC) is here with the knowledge, resources, and leverage you need to provide your clients with the best possible level of service. With over a century of combined experience, the APC is ready to assist you in qualified plans, executive benefits, and business succession planning.
Our resources become your resources.
In order to keep you a step ahead of your competitors, we make it our priority to provide you with the most cutting edge resources in the industry.
One such resource is the Drop Ticket engine. Through Drop Ticket, you have ability to significantly expedite the application process by submitting a ticket in a matter of minutes.
Our expertise becomes your expertise.
Every member of the Pinnacle team combines an exceptional knowledge of the industry with years of hands-on experience – allowing every member to be a true expert in his or her respective field.
By utilizing a team with a variety of unique skills and specialties, you are now capable of broadening the horizons of your business beyond what you thought possible.