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The Core Companies (Pinnacle Financial Services,
Inc., Creative Capital Growth, Inc., and Inercore, Inc.) are focused
on delivering value to our PEO clients. Our Marketing WedgeŠ supercharges
your client attraction and retention by employing enhanced financial
products, services and strategies. Integrating THE MARKETING
WEDGE™ into a value driven PEO marketing format optimizes
your penetration into your target markets. These products and services
will maximize client attraction to your Professional Employer Organization.
By combining the customized 401(k) Dream Plan© with the Deferred
Compensation Dream Plan and other enhanced wealth accumulation plans
in a value added financial planning format, you will support your
client's objective to accumulate wealth.
PEO CONNECT™ members, composed of financial planners,
accountants, brokers, and insurance agents, can refer their clients
to partnering PEO's. The integration of PEO business and administrative
services with the financial services within THE MARKETING WEDGE™
will maximize value to their clients and increase the growth of
client acquisition for our PEO partners.
Applying this multidimensional marketing approach will help you
maximize the competitive advantage of financial benefits initiated
client capture and retention into the 21st century.
For Multiple Solutions to maximize value.
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Pinnacle Financial
Services, Inc.
Pinnacle Financial Services recognizes the unique needs of
each of our clients. Established in 1984 and based in South
Florida, Pinnacle is committed to providing the "highest quality"
in retirement plan record keeping and financial services.
Focusing on Professional Employer Organizations, we support
their success by providing the administrative, record keeping
and consulting services necessary to enhance the benefits
provided to their employees. As the recipient of the 1999
Vendi Award for retirement plan services excellence in the
PEO industry, the success of Pinnacle is founded upon the
ability, experience, and knowledge of the people in our organization.
By combining the 401(k) Dream Plan© with the Deferred
Compensation Dream Plan© and select wealth accumulation
plans in a value added financial planning format, we support
the objective of individuals to accumulate wealth. By applying
this multidimensional benefits and financial service approach
we will help you reach your Pinnacle of success. You can depend
on it!
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Creative Capital
Growth, Inc
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Creative Capital Growth, Inc. (CCG) is dedicated to providing multiple
product solutions to meet the challenge of the ever-changing impact
of the health insurance industry on our PEO clients. CCG has strategically
aligned with Group One Source, a member organization of the Lincoln
Financial Group. Group One Source delivers health, ancillary and
voluntary benefits with a national, PEO centered, multiple product
infrastructure. Multiple benefit solutions from one source remove
barriers to client acquisition because you can offer the best value
for medical and ancillary benefits in any given geographical area.
If health insurance or Section 125 plan issues are restricting the
growth of your Professional Employer Organization, CCG can help.
Inercore, Inc. {
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Inercore has been created to manage the national client referral
infrastructure between PEO CONNECT™ members and partnering
PEO's. Its purpose is to assure the delivery of quality service
to the referred client. Inercore will develop collaborative commerce
enterprise and promote web based PEO service delivery applications
to integrate efficiency among the members of PEO CONNECT™.
To enhance the growth of your Professional Employer Organization
contact the Core Corporate Center. 1-800-375-PLAN (7526)
Securities and Financial Planning services offered through Lincoln
Financial Advisors, a broker-dealer and registered investment advisor.
Insurance offered through Lincoln affiliates. Lincoln Financial
Group is the marketing name for the Lincoln National Corporation.
David W.D. Core is a registered representative of, and securities
offered through, Lincoln Financial Advisors Corp.
Past performance of investments does not guarantee future success.
Proper planning should include input from your CPA and attorney.
Our work is not meant to be exclusive of input from your other financial
advisors
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