Private Client Alerts & Insights

Private Client Alerts & Insights
Date	Description	Type
03.22.12	Assessing the Impact of Low Interest Rates on Life Insurance Products Advisors can refer to this overview in order to help their clients understand what the current interest rate climate means to their life insurance portfolio’s performance and what to explore in order to prudently maintain their insurance investment.	Advisor Alert
02.10.12	Changing Distribution in Advanced Markets Michael Mingolelli, Jr. contributes an article to the Association for Advanced Life Underwriting's (AALU) Winter 2012 edition of "The Quarterly", discussing the challenges and opportunities ahead for growth-focused firms.	Publications
01.18.12	Timely Planning Opportunities in the Current Legislative and Interest Rate Environment January 2012 - Pinnacle Points - Private Client Services Advisor Alert	Advisor Alert
01.03.12	Time for a Life Insurance Check Up Michael Mingolelli, Jr. contributes article to Massachusetts Family Business Magazine.	Publications
04.01.11	Financial Strength of the Life/Annuity & Health Insurance Industry: Rating Agency Report Summary A synopsis of reports published by the major rating agencies highlighting the favorable financial trends for the life/annuity & health insurance industry.	Advisor Alert
03.01.11	Beyond Estate Taxes Kenneth Masters Contributes Estate Tax Article to Private Wealth Magazine	Publications
12.01.10	Congress Passes Tax Legislation Affecting Estate, Gift and Generation-Skipping Transfer Taxes Overview of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the “Act”), the temporary guidance it provides to estate planning clients on transfer taxes, and the resulting planning opportunities available.	Advisor Alert
02.01.10	Changes to Transfer Tax System and their Potential Impact on Estate Plans and Life Insurance Trusts Summary of changes to the estate, gift and generation-skipping transfer (GST) tax systems that became effective on January 1, 2010 and their potential effect on certain life insurance trusts.	Advisor Alert

Date

Description

Type

03.22.12

Assessing the Impact of Low Interest Rates on Life Insurance Products

Advisors can refer to this overview in order to help their clients understand what the current interest rate climate means to their life insurance portfolio’s performance and what to explore in order to prudently maintain their insurance investment.

Advisor Alert

02.10.12

Changing Distribution in Advanced Markets

Michael Mingolelli, Jr. contributes an article to the Association for Advanced Life Underwriting's (AALU) Winter 2012 edition of "The Quarterly", discussing the challenges and opportunities ahead for growth-focused firms.

Publications

01.18.12

Timely Planning Opportunities in the Current Legislative and Interest Rate Environment

January 2012 - Pinnacle Points - Private Client Services Advisor Alert

Advisor Alert

01.03.12

Time for a Life Insurance Check Up

Michael Mingolelli, Jr. contributes article to Massachusetts Family Business Magazine.

Publications

04.01.11

Financial Strength of the Life/Annuity & Health Insurance Industry: Rating Agency Report Summary

A synopsis of reports published by the major rating agencies highlighting the favorable financial trends for the life/annuity & health insurance industry.

Advisor Alert

03.01.11

Beyond Estate Taxes

Kenneth Masters Contributes Estate Tax Article to Private Wealth Magazine

Publications

12.01.10

Congress Passes Tax Legislation Affecting Estate, Gift and Generation-Skipping Transfer Taxes

Overview of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the “Act”), the temporary guidance it provides to estate planning clients on transfer taxes, and the resulting planning opportunities available.

Advisor Alert

02.01.10

Changes to Transfer Tax System and their Potential Impact on Estate Plans and Life Insurance Trusts

Summary of changes to the estate, gift and generation-skipping transfer (GST) tax systems that became effective on January 1, 2010 and their potential effect on certain life insurance trusts.

Advisor Alert

Pinnacle Financial Group
Reservoir Corporate Center
144 Turnpike Road, Suite 110, Southborough, MA 01772 P. 508.875.7431 F. 508.626.1591

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Pinnacle Pension Consultants, LLC. Pinnacle Financial Group and Pinnacle Pension Consultants, LLC are independently owned and operated.