Private Client Consulting

Private Client Services

For nearly 40 years, the consultants of Pinnacle Financial Group have helped affluent families and individuals protect, preserve and pass on wealth with confidence.  We construct and monitor life insurance portfolios that align precisely with well-reasoned estate and generational wealth transfer plans.

With state-of-the-market analytics, we provide our clients with sophisticated analyses of planning and tax strategies, insurance products, and insurance carriers. So life’s most important decisions may be made in a calculated manner, with hard data in hand.  Our consultants also know that life insurance and estate planning is not an event, but a lifelong process.  And we are there for our clients at every stage along the way.

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Life Insurance Portfolio Construction & Implementation

Estate planning and related life insurance decisions can be both daunting and emotional, but with the right partner, they can also lead to financial security for generations of families.  Pinnacle’s comprehensive knowledge of the complicated tax systems and insurance landscape enable us to establish exactly the right life insurance portfolio solution for your family.

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  Life Insurance Portfolio Management

Life insurance portfolios are significant investments – and active assets.  Our service-focused “active management” philosophy means our consultants rigorously monitor and enhance your insurance portfolio to optimize performance via advanced analytics, proprietary technologies and our relationship with carriers through M Financial Group.

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Life Insurance Fiduciary Review

Our life insurance consultants offer an expert, efficient way for trustees of irrevocable life insurance trusts (ILIT) and other trust-related assets to meet the highest standard of a "prudent process" and fulfill fiduciary obligation.

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