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Case Studies > The Pinnacle Annuity Corporation
 Company
Background. The Pinnacle Annuity Corporation, www.pinnacleannuity.net, is an independent advisor firm.
Richard Kelly, President and Founder, is considered one of
the most knowledgeable annuity experts and educator in the industry.
Business Challenges. Being a small independent firm The Pinnacle Annuity Corporation shares the same marketing struggles as many other independent firms, they have the expert knowledge that clients need but with the increasing demands to be face to face with their clients limited their ability to effectively share this knowledge with additional potential clients.
Solution. JVL developed
a dynamic web site allowing The Pinnacle Annuity Corporation to share their expert knowledge to educate not only existing clients but potential clients as well. As with many successful financial advisors referrals are vital to the growth of a practice. To assist clients in providing referrals, JVL incorporated into The Pinnacle Annuity Corporation website a PHP scripted "Tell A Friend" page that sends a clean, well developed message, inviting potential clients to visit their website to learn more and to contact The Pinnacle Annuity Corporation.
We encourage every financial advisor to visit www.pinnacleannuity.net, we think you'll agree that it is not the typical advisor website with the same calculators and generic content you tend to see over and over. This truely is an informative and educational website that stands apart in the crowded world of advisor websites.
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