business planning center of excellence
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BUSINESS PLANNING CENTER OF
E X C E L L E N C E
Pinnacle’s Business Planning team has more than 150 years of combined experience in the financial
services industry. The Business Planning team provides unparalleled expertise to assist you in business
planning research, creative planning design, and point of sale consultation. In addition to in-house
specialists, Pinnacle has unique relationships with top valuators, attorneys and industry experts who offer
on-demand expertise and solutions.
Client Profiles
Concept Pieces
Fact Finder
Existing Plan Review
Plan Creation
Product Selection
Technical Expertise
Sample Agreements
Concept Specific Attorney Referral
UW Expertise
Point of Sale Support
Client Profiles
Concept Pieces
Fact Finder
Expert TPA Referral
Existing Plan Review
Plan Creation
Product Selection
Technical Expertise
UW Expertise
Point of Sale Support
Client Profiles
Concept Pieces
Fact Finder
Existing Plan Review
Business Valuation
Plan Creation
Product Selection
Technical Expertise
Sample Documents
Concept Specific Attorney Referral
UW Expertise
Point of Sale Support
(800) 356-1167, option 4
[email protected] | www.pinnacleifs.com
Kent Griffin MBA, CLU
VP Advanced Design & Planning
Eileen L. Theis CLU, ChFC
Advanced Design Consultant
Tom Worthington CEP
Qualified Plans Consultant
Business Valuation Consultation
Tax Valuation
Fair Value Analysis
STRATEGIC PARTNER: Marshall & Stevens
Services Available:
PINNACLE TEAM:
Denny Axman CLU, ChFC, AEP, CFP®
Succession Planning
Don Rosborough CLU, ChFC
Advanced Design & Support
Executive Benefits