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Annuity Appraisal

The Pinnacle Group
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Annuity Appraisal

Having your client’s annuity appraised can bring a wide range of benefits. Not only can an appraisal pinpoint the evolving needs of your clients, but it gives you the opportunity to grow your business by discovering new solutions. Our team is here to handle every step of the appraisal process so that you can reap the benefits.
Why Consider an Annuity Appraisal?
Annuity Appraisal Process
Annuity Appraisal Conversation Starters

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Annuity Appraisal Request Form

The following are required to request an annuity appraisal: current statement of client’s existing annuity; client’s and/or their spouse’s DOB; client’s current financial objective.

Annuity Appraisal Request Form

Annuity Appraisal Marketing Resources

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THE PINNACLE GROUP
12724 Gran Bay Pkwy, Lakeside 1, Ste 150
Jacksonville, FL 32258
info@pinnacleifs.com
(800) 356-1167

Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through The Leaders Group, Inc. (Member FINRA/SIPC) • 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080.

COPYRIGHT © 2025 THE PINNACLE GROUP. ALL RIGHTS RESERVED.

Benefits of considering an annuity appraisal

Annuity appraisals are one of the simplest and most effective ways to kickstart planning opportunities for clients. Why?

  • Evolving Needs:
    Many clients hold older annuities that may no longer align with their current financial goals. What if there’s a more suitable option available for them?
  • Marketplace Evolution:
    The annuity marketplace has seen significant advancements, introducing innovative products that can enhance retirement planning, such as long-term care and inflation-hedging income solutions.
  • Income Opportunities:
    Current interest rates have led to historically high-income payouts and roll-up rates. These potential gains could significantly benefit your clients’ financial goals.

Process

Our team is here to handle every step of the annuity appraisal process. Here’s what you can expect from us:

  1. We seamlessly gather information about your clients and your goals through an efficient, online process
  2. We walk through potential solutions that address your client’s unique needs
  3. We collaborate with you on recommended solutions
  4. We work with you to present the solutions to the client
  5. We submit paperwork to the carrier and manage from case to issue

Conversation starters

Through Pinnacle, you have access to client-friendly marketing materials which can be customized with your branding and contact details:

Interested in having marketing materials personalized for your practice? Get in touch with our marketing team today at marketing@pinnacleifs.com.

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Happy holidays from The Pinnacle Group! In observance of both Christmas and the New Year, The Pinnacle Group will be closing at 12 PM EST on both Tuesday, December 24th, and Tuesday, December 31st. Wishing everyone a wonderful holiday season with their family and loved ones!