Advanced Marketing

Meet Our Team

	Dennis M. Axman, CLU, ChFC, AEP, CFP Case Consultation & Point of Sale Support As a Life member of MDRT and an adjunct instructor for The American College, Denny has more than 41 years experience in the financial services industry. He provides consultation and advice on advanced planning discussions with clients as well as support for multi-discipline relationships (attorney, CPA) to facilitate practice growth. Denny also provides continuing education services including CE, CPE and CFP. Read Denny's Full Bio
	Eileen L. Theis, CLU, ChFC Research Analyst & Concept Development With over 40 years of experience in the insurance industry, Eileen's expertise is in business and estate insurance solutions as well as executive benefit planning. Utilizing this expertise, Eileen provides analysis, detailed summary and discussion of technical issues.  She also creates presentation pieces for select advanced planning topics. Read Eileen's Full Bio
	Kent A. Griffin, CLU, MBA Advanced Case Design As the Vice President of Case Design for Pinnacle, Kent manages the Case Design team that handles all of the quotes and comparisons for Pinnacle Producers. With over 20 years experience in the insurance industry, Kent provides expertise on carrier/product selection and competitive analysis, as well as selection of planning approach and presentation preparation. Read Kent's Full Bio

Topics Covered

Business Issues

• Business Transition Planning
• Key Person Planning
• Select Executive Compensation

Personal Planning

• Asset Protection
• Retirement Planning
• Special Needs Planning
• Charitable Planning

Estate Planning

• Trust Planning - ILIT, QTIP, GRAT, GRUT & QPRT
• Family Limited Partnerships (FLP)
• Private Split Dollar

Collaborative Relationships

Pinnacle understands that establishing collaborative relationships is a key component when penetrating the advanced markets. We have a unique partnership with the Wealth Counsel, the country's leading organization for the top estate planning attorneys and professionals. Through this partnership, Pinnacle provides access to these industry experts to our producers, helping you establish your own collaborative team.

We also have an exclusive partnership with one of the nation's top valuators, Sam Torolopolous, CPA/ABV, ASA, President of ATI Capital Group, Inc. Sam's expertise is an extremely valuable tool when working with business-owners, and he is available for point of sale support as well as case consultation.

Along with these relationships, Pinnacle knows that continuing career development and education are imperative when working in the advanced markets, and we are proud to partner with The American College for the Accelerated Success program. This program was designed specifically for self-funded professionals and is the most convenient and affordable way to complete the CFP® Certification, CASL®, and CLU® programs.
Click here to learn more about this program.