Pinnacle Capital Group
Annuities & Advanced Markets
Active Policies
342
+8.2%vs last quarter
Pending Apps
28
-3.1%vs last quarter
Q1 Revenue
$2.84M
+12.5%vs last quarter
Avg Policy Size
$428K
+4.7%vs last quarter
Active Tasks (1)
Review Q1 annuity performance report
HIGH•Lauren•Due 2026-04-14
Upcoming Meetings
New Recruit Interview - Capital
Second interview for senior advisor candidate
2026-04-16 at 11:00 (30min)
Office
SpenceGabe Erickson
Carrier Relationships
National Western Life
capital
Contracts
185
Annual Volume
$1200K
Last contact: 2026-03-28
Next scheduled: 2026-04-22
New fixed indexed annuity product launching in May.
Athene
capital
Contracts
210
Annual Volume
$1450K
Last contact: 2026-04-02
Next scheduled: 2026-04-20
Top annuity partner. Excellent commission structure.
Recruiting Pipeline
Marcus Chen
interviewingSource: Referral - Gabe Erickson
Last contact: 2026-04-10
Strong annuity background. 8 years experience. Second interview scheduled.