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.
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.
If you are interested in learning more about a specific planning strategy within this area, you can access our extensive library of educational materials.
As a business seeks to transfer ownership concepts that seek to add value to the process including buy-sell agreements and key staff benefits.Avoid Unnecessary Taxation of Employer Owned Life Insurance Death Benefits
Benefits of a Buy-Sell Agreement Funded with Life Insurance
Business Succession: Business Partnership Arrangement
Business Succession: Transition Planning
Business Succession: Transition Planning Case Studies
Confidential Business Planning Questionnaire
Cross Purchase Buy-Sell Agreement
Entity Purchase Buy-Sell Agreement
Key Person Insurance
One Way Buy-Sell Agreement
Wait and See Buy-Sell Agreement
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
Qualified retirement plans for business owners may be enhanced using life insurance productsDefined Benefit Plans with Life Insurance
Leveraging Life Insurance in Defined Benefit Pension Plans
Prospecting for Defined Benefit Plans Partially Funded with Life Insurance
Retirement Plan Feasibility Request and Employee Census
Retirement Plan Feasibility Request Only