Benefits Specifically Tailored for Business Owners & Highly Compensated Employees

Our Mission is Simple.

Equipped with years of industry experience, the PEXB team possesses remarkable knowledge to help navigate the complexity of executive benefit planning. Our mission? Deliver outstanding results and spectacular ongoing service to our clients.

We are an independent insurance agency that specializes in benefits for business owners and their executive teams. Primarily, our firm supplements the insurance and retirement needs of highly compensated employees which are not met through general group employee benefits.

Fiercely independent, our firm, is not beholden to any insurance carriers. We put our clients first, always.

Recruit, Retain, and Reward Those Mission-Critical to Your Organization

“The Pinnacle team helped us with our Buy/Sell funding. They showed us a way to reposition cash to stay on our balance sheet, earn more tax efficiently and lower our premiums. Every business should go through their process.”

David JacobsonDirect Technologies, Inc.

“Our firm’s relationship with Brett started more than 15 years ago and we view him as one of our most trusted advisors. His knowledge of life and disability insurance is second to none. In 2010 he helped create and implement a disability strategy that has stood the test of time. Our firm has grown by more than 20% since 2015 and we now have offices in 16 states. He’s a real advocate for our team members and I’d highly recommend him to any organization.”

Amy AndersonConstangy, Brooks, Smith and Prophete, LLP

"Advisors come and go. We’ve worked with Brett since 2000 and that says everything."

Jeff MooreAvery Partners

"Brett and his team have provided an extra level of care to our business as well as to us personally since 2007. We consider them part of our team.”

Dr. Gordon BradyOral and Maxillofacial Surgery Associates

"Our firm has worked with Brett for more than 20 years. His knowledge of how businesses operate is unique in his field and he is a valuable resource on many topics. He is always accessible and easy to work with for us personally and our clients."

Miranda KernLoggins, Kern and McCombs, P.C.

Services

PEXB utilizes decades of planning experience to help our clients protect the business entity and executive teams from unforeseen events while at the same time preparing for long term goals.

The holistic process starts with getting to know the business structure, culture, and goals. Then we help with plan design, implementation and on-going service of executive benefit plans and corporate owned life insurance.

“One cannot be prepared for something while secretly believing it will not happen.”

Nelson Mandela

Resources

Here you will find many solutions utilized during our planning processes. Whether it’s protecting the business from an unforeseen event or providing for the individual needs of the highly compensated, this is your place to learn. Feel free to explore and if you want additional information on any topic, please let us know how we can serve you.

Your Team & Strategic Partners

Equipped with years of industry experience, the PEXB team possesses remarkable knowledge to help navigate the complexity of executive benefit planning.

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