At the annual M Financial Marketing Meeting, June 4-7, in Scottsdale, AZ, Pinnacle representatives shared their expertise and insights on multiple topics:
- Kevin Coffey, Director of Operations, spoke regarding utilizing technology to enhance client service and driving business growth.
- Kenneth Masters, Director of Life Insurance Design and Development, shared his insights arding regbuilding effective reports, presentations and analysis.
- Michael Mingolelli, Jr., Esq., CEO, spoke about working effectively with client advisors.
For more information about any of these presentations, please don’t hesitate to contact us.