Help your business-owning clients retain key employees, develop exit strategies and create retirement plans by utilizing Pinnacle's experienced team of advanced planning experts.

Step 1: Attract Clients

By utilizing our marketing materials for business planning, you can attract the attention of your clients and communicate the value of partnering with your team. In order to maximize the impact of your marketing, each of the following resources can be branded with your firm's logo and contact information.

Client Brochure

Coming soon

Client Letter

Coming soon

Step 2: Fact Finder

Are you ready to connect with our team of advanced planning experts? By completing our Business Planning fact finder, our team will help you find the right strategy for your client's situation.

Resource Library

If you are interested in learning more about a specific planning strategy within this area, you can access our extensive library of educational materials.

Strategies using business dollars to provide executive benefits to retain valuable key members of the organization including the owner using strategies such as bonus plans, split dollar and deferred compensation.

  Confidential Executive Benefits Questionnaire
  Employee Bonus Arrangement: Case Study
  Executive Benefit Arrangements
  Executive Bonus Plan
  Restricted Executive Bonus Arrangement: Advisor Guide
  Restricted Executive Bonus Arrangement: Case Study
  Restricted Executive Bonus Arrangement


We're here to help! Contact our Case Design team at (800) 356-1167, option 4, Monday-Friday from 8:00 AM to 4:30 PM. You can also email Case Design at anytime at