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A Circle of Investment Professionals
Pinnacle Club is an invitation-only program that recognizes financial professionals who have demonstrated a commitment to and interest in ICON products. Read more to learn about the benefits that members enjoy. |
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Benefits and Privileges
Pinnacle Club members enjoy certain benefits and privileges including but not limited to
- Personalized sales and service support from an experienced, dedicated Key Account Manager.
- Opportunities to hear directly from the investment professionals behind ICON's products.
- Assistance in expediting paperwork and monitoring operational processing.
- Custom messaging on your clients’ account statements.
- Help with prospecting seminars.
- Waivers of certain administrative account fees for clients.
- Previews of new products and services.
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Learn More
For more information on the Pinnacle Club, contact:
Jill Tesmer Kohl, National Manager, Pinnacle Club
1-866-636-5780
jkohl@iconadvisers.com
ICON reserves the right to modify or withdraw Pinnacle Club benefits at any time with or without prior notice.
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 More of what ICON can offer you |
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| Internal Sales Support |
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| The associates in ICON’s internal sales division are focused on providing sales and service support to financial advisers like you. Contact them today to learn more about the ICON investment system, review ICON’s products, or to order sales literature. |
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| Get Account Forms |
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| To access a menu of interactive electronic forms, many of which can automatically and securely populate your clients’ account information, simply log in and visit Order Forms & Literature. |
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| ICON is a Corporate FPA Member |
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| ICON supports the Financial Planning Association as a Resource Partner. We may be coming to a chapter meeting near you. |
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| View Client Accounts |
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| Access details about your client accounts, including account registration names, transaction history, portfolio composition, and assets, all as of the last business day’s close. |
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