Wishing you a wonderful holiday season and a joyous New Year.
On October 12th at the Four Seasons Hotel in Boston Massachusetts, Pinnacle Financial Group hosted a symposium sharing recent experiences and insights in the private placement life insurance (“PPLI”) marketplace. The symposium consisted of three panel discussions focused on recent experiences by MFOs in engaging clients in PPLI, international planning applications of PPLI and perspectives from three funds available on multiple PPLI platforms. The presentation concluded with a reception.
On December 1, 2016, Hub International, one of the world’s largest insurance brokers and risk management firms, acquired Pinnacle Financial Group. Pinnacle will now operate a separate division of Hub International, and it will continue to offer its specialized private client, private placement investing and executive benefits to its clients as well as those of Hub International.
On October 6th at the Four Seasons Hotel in Boston Massachusetts, Pinnacle Financial Group hosted a symposium where PPLI expertise and insights were shared. The symposium consisted of three panel discussions focused on insurance dedicated funds and separately managed accounts, estate and wealth planning solutions coupled with PPLI and perspectives from advisors and funds. The presentation concluded with a reception.
On October 26th, Michael Mingolelli, Jr. spoke at the M Technology Specialty Meeting in Chicago. His focus was ‘utilizing and leveraging technology in our practice.’ Michael spoke about the firm’s marketing, sales and social media focus and how technology initiatives provide advantage over other market participants.
At the Annual PPLI & PPVA Forum, held in Boston this year, Pinnacle consultants shared their experiences and insights during three different presentations of which included using investments and insurance, expertise and infrastructure required to service PPLI & PPVA investments, and tax and regulatory landscape surrounding these products. Attendees at the conference included family offices, hedge funds, insurance carriers as well as insurance brokers.
David Hauptman presented to members of the Association for Advanced Life Underwriting (AALU) on designing, implementing and funding executive benefit programs. AALU is the premier life insurance advocacy group based in Washington, D.C..
At a program entitled “Sophisticated Estate Planning: The Latest Cutting Edge Techniques” held in Boston, Michael Mingolelli, Jr. served as a panelist and discussed split dollar life insurance planning as well as investing through private placement insurance structures.
In Greenwich Connecticut at a program entitled “GPS, PMs and UHNWs Taking the Next Step: Launching Family Offices” Marc Mingolelli served as a panelist and shared recent trends on family office investing, with particular focus on emerging trends in private placement insurance investing.
Our 2015 Annual Review represents our fourth year of sharing perspectives and stories with our entire network of valued relationships and connections. We appreciate the opportunity to revisit the challenges and achievements of the year behind us and focus strategically on achieving an even higher level of service and capabilities in the year ahead.