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Give your Annuity  Applications a Boost!

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

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2025 Proposed Rule From CMS

Urgent Find Out How This Will Impact Agents and Agencies

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Medicare Toolkit

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

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Connect4Medicare

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

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

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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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Make sure to follow Pinnacle Financial Services on all social media for the latest updates & insurance information.

BOSS 4 AGENTS

Back Office Support System

Register for a Product Training Today!

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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Pinnacle Events

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.

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2025 Final Rule

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AEP Toolkit

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2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare OEP

New Business

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Product Portfolio

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Education

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

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Top Contracts

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

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Variety

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

Annuities, Life Insurance, and Final Expense

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Technology

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

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Expertise

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

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Support

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

gold Kidney | Our Provider Network is Growing! 

We know that delivering the gold standard of care requires having access to the right doctors and facilities.  This is why we are focused on...
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Gold Kidney | We’re Making Medications More Affordable 

We’ve made exciting changes to our prescription drug coverage in 2025. Most of Gold Kidney’s plans offer $0 Rx deductible, allowing your clients to...
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 Molina | Matters Valuable Resources for AEP

New & Exciting To be an AEP MVP, you need to know your Most Valuable Places!The Molina Agent Center Your default location for  Molina Medicare...
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IBX | Network Names Not Available on Provider Finder

Keystone 65 Essential and Personal Choice 65 Plus Networks Names Not Available on Provider FinderIt was recently discovered that the Keystone 65...
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Humana | Heading into AEP again with an industry leader

Ready. Set. AEP. AEP starts tomorrow Get ReadyIt’s go time And just like that, you’re off. Best of luck for a fantastic selling season. As we do...
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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 Us

Contact a Pinnacle Financial Service representative today for assistance.

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