Arik Cohen-Lewe
Consulting Member
As a consulting member of The Pinnacle Planning Group, LLC, I specialize in working with small business owners and their families. I work with various companies and have access to a wide variety of resources to better serve the needs of my clients. It's my goal to help me clients maximize their financial potential. I pride myself of working with the highest standards of integrity and professionalism. I also show my clients how they can either achieve more coverage without additional cost, or maintain the same level of coverage while saving money.
Products & Services
- Life Insurance
- Business Continuation and Succession Strategies
- Buy/Sell Agreements
- Tax Free Saving Strategies
- Individual and Group Health Insurance
- Worksite and Voluntary Benefits
- Long Term Care
- Disability Insurance
- Fixed Annuities
- Wealth Accumulation and Distribution Strategies
- 401(K) and Qualified Plans
Qualifications
Life, Accident and Health Licensed in AZ, CA, CO, IL, KY, MA, MN, MO, NJ, NY, PA, TX, WA, WI
Series 6 & Series 63
CA License#
Professional Information
In the summer you can find me on the gold course, at a Cubs game or with friends & family enjoying a BBQ. In the winter I trade my gold clubs for a snowboard and try to spend some time on the mountains. I have 2 nieces that help me stay young, by chasing them around on the weekends.