Tom Worthington

About Tom Worthington

Tom Worthington is a member of The Pinnacle Group\'s Advanced Planning Team. He has 40 years of experience in offering cash balance plans, as well as coordinating premium financing opportunities. He also offers Wealth Transfer Planning for business owners and high net worth clients. Tom Worthington DISThe PInnacle Worthington is registered with The Leaders Group Inc.Member FINRA/SIPC26 W Dry Creek Cir. Ste 800 Littlen CO 80120

Experience

1. Dis Advanced Markets

   The Pinnacle Group

   Nov 1999 — Present

   Tom Worthington is a member of the Advanced Planning Team with The Pinnacle Group founded in 2007. The Pinnacle Group is a creative strategy and marketing firm specializing in revenue growth for the financial services industry. We partner with institutions and advisors to help them amplify their message, expand their offerings, and elevate their business. Over the past decade PInnacle has been recognized numerous times by Inc. Magazine as one of the fastest growing companies in the US. Tom has 35+ years of experience in offering Split Funded Cash Balance plans. Tom works with McHenry Advisors Inc. a National TPA firm. Tom coordinates Premium Financing opportunities with NextPoint and Split Funded Life Insurance Policies. We use leverage to multiply Financial goals and results. Tom offers Wealth Transfer Planning for business owners and high net worth clients. How?* Working with you to create innovative solutions for the client* Strategically planning and offerings products and solutions that meets your needs* Creating turnkey marketing for your organization* Creating Intentional Tax Planning opportunities utilizing Qualified Split Funded Cash Balance Plans* Creating Non Qualified employee retention programs and IRC 162 Restricted Bonus Arrangements* Including Investments and Life Insurance in qualified trustsWe\'re not just here for the sale - we\'re here to help you through each step of the planning process. Whether you are interested in developing a marketing strategy for a new demographic, or leveraging one of our exclusive partners on a complex case, out ream provides unmatched, comprehensive support. Pinnacle is a partner with Advantage Insurance Network, Inc.(AIN) est. 1993 is a National Marketing Organization made up of fiercely independent Brokerage General Agencies committed to building infrastructure, growing market share and developing innovative marketing programs.

Education

• Jacksonville University

  Bachelor of Science (B.S.), Business Management

  1971 — 1975

Skills

• Financial Advisory
• Financial Planning
• Brokerage General Agency
• Fixed Annuities
• Underwriting
• Insurance
• Life Insurance
• Financial Services
• Retirement
• Strategic Financial Planning
• Strategic Selling
• Employee Benefits
• Brokers
• Securities
• Term Life Insurance
• Marketing Strategy
• Disability Insurance
• Long Term Care Insurance
• Pinnacle Offers Us a Unique Platform with an Unparalleled Selection of Products
• Series 7