Tenacious, yet gracious
A consultant plays many roles –
Teacher. Guide. Counselor. Champion. We’re a little bit of each at times, depending on the situation. No matter what, our goal is simple: Improve the position of the people we work with.
What We Do
If you want to get technical about what we do, we’re a life insurance consulting group that provides point-of-sale service to high-net-worth individuals, businesses and service firms. We partner with financial service providers, trust companies, insurance agencies, attorneys and CPAs to help their clients find life insurance solutions that will help them meet their goals.
You could also say we’re the teammate you call in when you need help winning the game. This requires us to be tenacious, yet gracious. You’ll see this play out in our relentless pursuit of the best possible outcomes. We go down every avenue, exhausting every option on your behalf. That’s what we do. That’s our word … you can count on it.
Our Partners
Planners, Not Sellers
But we only push ourselves, not you. Because we’re planners and never sellers. We believe in complementing your existing plan, not competing with it. As true consultants, our goal is to help you take the right steps in the direction of success.
We give you peace of mind today, and a legacy tomorrow … and for generations to come.
Insurance provides value beyond dollars and cents. It can give your plans stability, continuity and growth. How? We want to show you, not tell you.
With a heritage rooted in insurance, we understand both the personal and financial impact of the solutions we provide. You’ll notice we prefer to keep things conversational, but we’ll happily dive into a technical discussion as well. We know this business as well as we know our own families.
Our independence and flexibility are what allow us to give you objective and successful plans and solutions. We have access to the breadth of the insurance industry, quite literally, and we use that to your advantage.
OUR TEAM
Brent Candebat, ChFC®,
AAMS®
Brent has been improving the positions of the people he works with since 1983, when he started his career in life insurance. As a high-net-worth insurance consultant, he collaborates with teams of financial advisors, attorneys, accountants and other professionals in planning for their clients. Brent’s specialties include wealth transfer, estate planning, business continuation planning, insurance review and premium financing.
- Bachelor’s degree in finance and risk management, Louisiana State University
- Chartered Financial Consultant®
- Accredited Asset Management SpecialistSM
Devereaux Candebat
Bio Coming Soon.
Stan Miller, JD Vanderbilt Law
Stan is one of three partners in ILP + McChain Miller Nissman, an international estate planning law firm based in Little Rock, Arkansas and St Croix, USVI. He is a founder and principal of WealthCounsel, LLC, a leading provider of education and document drafting software to attorneys nationwide. He is also a founder and principal of WealthCounsel Advisors Forum, LLC, a national membership organization created for the purpose of improving the quality of interdisciplinary planning between attorneys, financial advisors, and CPA’s.
Brenda S. Kindy, CLU®,
ChFC®, RHU®, LUTCF,
AAMS®
Brenda has been in the insurance industry for more than 30 years, specializing in working with small businesses and the self-employed. For the first 23 years of her career, she was affiliated with Mutual of Omaha, where she earned recognition on the Chairman’s Council and received the Eagle Award. Her areas of planning expertise include health insurance, business continuation, retirement and wealth transfer.
- Chartered Life Underwriter®
- Chartered Financial Consultant®
- Registered Health Underwriter®
- Life Underwriting Training Council Fellow
- Accredited Asset Management SpecialistSM
Gordon M. Roberts Jr.
Working with financial advisors, attorneys and insurance agents to provide the best solutions, Gordon has been assisting affluent businesses and individuals with their life insurance needs for more than 30 years. In addition to performing personal reviews and analyses, he also specializes in the implementation of customized, holistic solutions that complement clients’ existing plans.
- Bachelor’s degree, St. Louis University
Brendan Flatow
Drawing on more than 13 years of financial experience, Brendan is an expert in both the primary and secondary markets for life insurance. Working with insurance, trust, legal and accounting professionals throughout the United States, he analyzes product effectiveness and identifies appropriate solutions that create long-term economic benefits for clients. As an authority on policy evaluation and life settlements, he’s educated thousands of advisors, fiduciaries and other financial professionals, and he’s personally facilitated more than $3 billion in longevity-based transactions.
- Bachelor’s degree, University of Delaware
Brian Doak, CFP®, CRPC®,
AAMS®
A financial professional since 2002, Brian brings integrity and hard work to his consulting practice. By coordinating efforts with other planning professionals (lawyers, CPAs and financial advisors), he strives to guide and assist people along their financial journey. Prior to joining the financial services industry, Brian had a career in athletics, from the collegiate level to professional ranks.
- Bachelor’s degree, Duquesne University
- Certified Financial PlannerTM
- Chartered Retirement Planning CounselorSM
- Accredited Asset Management SpecialistSM
Contact Us
Brent Candebat
Email: bcandebat@pinnacleinsuranceinc.com
Chuck Kelley
Email: ckelley@pinnacleinsuranceinc.com
(812) 587-5470 Office
(812) 587-5471 Fax