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

Insurance 360 Podcast

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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore insurance selling ideas, marketing trends, insurance carriers, lead generation methods, and more!

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.

Medicare Supplement Selling

As an agent, Medicare Supplement Advantages are sometimes overlooked.  Selling Medicare Supplements is an important part of an overall offering from...

Best Medicare FMO for Growth

The Medicare insurance market continues to grow, creating an exceptional opportunity for independent agents to scale their business. To succeed in...

TPMO Marketing and Communications Guidance

This bulletin provides an overview of CMS's Medicare marketing and communications regulations as they pertain to Third-Party Marketing Organizations...

Lead Star Medicare Leads

What You’ll Learn from Episode 26 of Insurance360: Smarter, Compliant Medicare Lead Generation with “Professor Leads"If you’re in the insurance...

Understanding Referral Fees in Insurance: What Agents Need to Know

Understanding the ins and outs of referral fees is key to staying compliant and protecting your insurance license. Whether you're an agent or...

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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