The Pinnacle Group
Dan Green LUTCF, CLU has extensive work experience in the insurance and financial industry. Dan started their career at Prudential Insurance in 1976, where they worked as a Territorial Vice President for over three decades until 2008. In 2009, they joined The Pinnacle Group as a Sr VP Sales, based in Jacksonville, Florida. In this role, they focused on business development in Central Florida, New York, and New Jersey, building relationships with independent financial advisors and wirehouse FA's. Dan'sexpertise includes business continuation planning, executive compensation, retirement planning, estate planning, and financial product design and analysis. Additionally, Dan currently serves as a member of the College of Undergraduate Studies Advisory Board at the University of Central Florida, starting in 2021.
Dan Green LUTCF, CLU began their education at Valencia College, where they completed their Associate of Arts degree in 2017. Dan then went on to enroll at the University of Central Florida from 2017 to 2020, majoring in Integrative General Studies with a focus on Health Science. Additionally, Dan attended The American College of Financial Services, where they earned their LUTCF and CLU certifications in Insurance.
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The Pinnacle Group
ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT. In an increasingly commodified marketplace, there’s less value to selling a thing and far more value in its implementation. Anyone can promise you a successful outcome. But only a few will commit to getting you there. Our number one focus is to maximize your business by utilizing leverage and mitigating risk. In order to begin that process, we simply look at your book of business in the way that is most natural to an advisor. And with a nationwide sales support network, you always have direct access to a Pinnacle team member that can turn your business opportunities into action.