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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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2025 Final Rule

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2024 CMS Final Rule/TPMO Marketing

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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.

New Medicare FEMA SEP Rules

By Ed Crowe In some cases, Medicare beneficiaries miss an enrollment period due to a FEMA emergency. When this happens, beneficiaries may be...

Care Partners | Important Update: Discontinuation of HRA Payment Program Effective February 1, 2025

Thank you for your hard work and dedication throughout the 2025 Annual Enrollment Period (AEP). Your contributions were essential in our combined...

Understanding Guaranteed Trust Life’s Short-Term Home Health Care Insurance

Navigating healthcare options can be complex, especially when considering future needs and financial impacts. Guaranteed Trust Life (GTL) offers an...

Cigna | Stay compliant during OEP

OEP do's and don'ts Tips and reminders to ensure you stay compliant during OEP.The annual open enrollment period (OEP) for Medicare Advantage (MA)...

Unlocking Opportunities with OEP: Navigating Lead Strategies and Tools

By Cody Johnson, Director of Sales, Pinnacle Financial Services Navigating the ever-evolving insurance landscape, especially during the Open...

Why Choose Pinnacle

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

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