Pinnacle Capital Group

Annuities & Advanced Markets

Active Tasks

7

High Priority

4

In Progress

2

Meetings

5

Upcoming Meetings

Active Tasks (7)

Review Q1 annuity performance report

HIGH•Lauren•Due 2026-04-14

Process new agent contracts

HIGH•Ruby Vera•Due 2026-04-15

Schedule carrier review meetings

MEDIUM•Lauren•Due 2026-04-18

Update SIMRP enrollment tracker

MEDIUM•Lauren•Due 2026-04-20

Onboard new wellness recruits

HIGH•Ruby Vera•Due 2026-04-16

Onboard new employer group — 45 employees

HIGH•Lauren•Due 2026-04-17

Weekly team sync prep

MEDIUM•Lauren•Due 2026-04-14

Carrier Relationships

Iron Health

wellness

platinum

Contracts

420

Annual Volume

$890K

Last contact: 2026-04-05
Next scheduled: 2026-04-15
Strong relationship. Q2 volume incentive program launching.

National Western Life

capital

gold

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

platinum

Contracts

210

Annual Volume

$1450K

Last contact: 2026-04-02
Next scheduled: 2026-04-20
Top annuity partner. Excellent commission structure.

Mutual of Omaha

wellness

gold

Contracts

310

Annual Volume

$620K

Last contact: 2026-03-30
Next scheduled: 2026-04-25
Group health staple. Renewal season approaching.

Principal Financial

simrp

platinum

Contracts

95

Annual Volume

$780K

Last contact: 2026-04-08
Next scheduled: 2026-05-01
Primary defined benefit plan partner. Strong support team.

Recruiting Pipeline

Marcus Chen

interviewing

Source: Referral - Gabe Erickson

Last contact: 2026-04-10

Strong annuity background. 8 years experience. Second interview scheduled.

Sarah Mitchell

onboarding

Source: LinkedIn

Last contact: 2026-04-11

Former Blue Cross rep. Bringing book of business. Starting April 21.

David Park

prospect

Source: Industry Conference

Last contact: 2026-04-01

Met at health insurance summit. Interested in group health focus.

Jennifer Walters

contacted

Source: Referral - Internal

Last contact: 2026-04-08

Retirement planning specialist. Strong DB plan knowledge.