Pinnacle Hosts PPLI Symposium

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.

Pinnacle Joins Hub International

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.

Pinnacle Hosts Private Placement Life Insurance (PPLI) Symposium at Four Seasons in Boston

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.

Pinnacle Presents at Annual PPLI & PPVA Forum

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.

Pinnacle’s 2015 Annual Review Has Arrived!

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.

Click here or the image below to read our 2015 Annual Review.