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Please give our Pinnacle Annuity Team a call at 800-772-6881 x6003 for additional information.

2025 Proposed Rule From CMS

Urgent Find Out How This Will Impact Agents and Agencies

Medicare Toolkit

We have the tools, technology, and resources needed to eliminate mistakes, and make more sales.

Connect4Medicare

Our online enrollment system for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements.

Now complete Health Risk Assessment, HRA, and get paid!

Why Choose Pinnacle

Whether you’re a financial advisor, broker, an independent insurance agent working from home, or a large agency working multiple states, we want you to join the Pinnacle team.

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BOSS 4 AGENTS

Back Office Support System


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BOSS is the Next Generation of CRM Platforms. It is a full-service portal for Agents and Agencies to manage and grow their businesses.

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Join the Pinnacle Team in person at our local training and industry convention events. Remember to follow our event posts by either subscribing to our emails or clicking the bell icon on the bottom right for direct notifications as soon as they’re available.

2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare OEP

New Business

Secure Email

Product Portfolio

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Education

Our team will train on a variety of product and sales topics to grow your business

Top Contracts

Pinnacle makes available all of the top carriers you need to do business

Variety

Specializing in the senior market Pinnacle is your one-stop shop for Medicare

Annuities, Life Insurance, and Final Expense

Technology

Pinnacle is on the forefront of the latest technology so you are ahead of the competition.

Expertise

Case design and product specialists are available when you need them.

Support

Let us be your virtual back office.  From submission to commission the Pinnacle team will assist you along the way.

Key Changes for DSNP Plans in 2025

The Centers for Medicare & Medicaid Services (CMS) has announced some big changes in their final rule that will affect DSNP plans and the...

2026 CMS Proposed Final Rule

The Potential Impact of CMS’s Proposed 2026 Medicare Rule on the Healthcare EcosystemThe CMS 2026 proposed rule that might significantly change the...

Midstream Medicare Changes & Long-Term Care Insights! Insurance 360

Celebrating Long-Term Care Awareness Month and Navigating the Changing Landscape of Insurance: Insights from Insurance 360The ever-evolving world of...

Sentinel Security Life | Update on Utah Order

You may have seen the Emergency Order issued by Utah’s Department of Insurance on 12/2/24, and I wanted to offer additional clarity on the...

CMS | Changes Medicare Disaster/Emergency SEP Process to no longer allow direct enrollments by agents.

Change to Beneficiary Use of the SEP for Individuals Affected by a Government Entity-Declared Disaster or Other Emergency This memo announces a...

Why Choose Pinnacle

Like any good partnership, we’re happy when you’re happy- it’s all about shared success.

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Contact a Pinnacle Financial Service representative today for assistance.

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