Meet the Team

Learn more about Pinnacle Financial Services, and what makes us one of the most experienced insurance marketing organizations in the country.

About Us


Our new, free-to-use, online enrollment system that sends your apps right to the carrier!

Learn More


Medicare OEP is coming back for 2019.

Find out now what you’ll need to be ready for it’s return. 

Learn More

2019 Plan Rating Documents Now Available

CMS has recently released the 2019 Star Ratings, and the plan rating documents have now been updated for you to print and replace.

Learn More

You are required to communicate the 2019 Star Rating for the plan(s) you present during formal and informal marketing/sales events, one-on-one marketing appointments, or telephonically. You must use updated ratings information beginning November 1, 2018.

Want to Earn Extra Money?

2018 Medicare Supplement Bonus Program

Between January 1st through December 31st 2018, you can submit qualifying applications of individual Medicare Supplements¹ and receive bonus payouts of $100 (per underwritten policies,) and $25 (per open enrollment policies.)
Click the button below to learn more.

Learn More

NEW: PFS Mobile Quoting Tools

Medicare quotes right at your fingertips. Now available for iPhone and Android.

Learn More

Cigna Medicare Supplement Product Launch

New Updates for IA, LA, NV, NJ, TN, & UT

Learn More

NEW: Mobile Term Quote

The most popular method of running term quotes is now available in the hands of your agents. Quote on the go with ease.

Learn More

Short-Term HHC Insurance Revolutionized

Cross-Selling Opportunity

Three benefit options: $150, $300, or $450 maximum daily benefit.

Learn More

NEW: Industry Leading, Final Expense Solution

Meet your client’s needs with Guaranteed Assurance.

Everyone can qualify, regardless of health issues.

Learn More

Long-Term Care Insurance Solutions

More than Just the Traditional LTC Product

At Pinnacle, we have over 30 years of experience in the Long-Term Care industry

Learn More

Follow Us

Stay up-to-date with all of the latest news and information from Pinnacle Financial Services.

Facebook      LinkedIn      Twitter

FMO (Field Marketing Organization)

IMO (Independent Marketing Organization)

NMA (National Marketing Alliance)

NMO (National Marketing Organization)

BGA (Brokerage General Agency)

About Us

Depending on the carrier, we can lay claim to all of those titles above. It doesn’t matter whether you need a Medicare Supplement FMO a Medicare Advantage FMO or an Annuity and Life Insurance BGA. We can help. But, what do they mean? Simply put, they’re industry created designations, self-appointed titles, and a jumble of letters.

Here at Pinnacle, we’re about partnerships, not titles. We build partnerships with each and every agent. Whether you’re an independent broker working from home or a large agency working multiple states, we want you to join the Pinnacle team.

The deal is this: you sell and we take care of everything from submission to commission. Our toolkit is extensive. Once entered into our system, you have access to all of our carriers. Your information is securely stored and you can add additional carriers at any time. Never fill out contracting paperwork again!


Product Lines


News & Events

Aetna: MGAs- Upcoming Rate Changes in AZ, DE, GA, ID, KS, OH, TN, UT, & WI

Upcoming Medicare Supplement Rate Adjustments We have received approval for rate adjustments on individual Medicare Supplement policies currently available in the following states:   State Effective date Arizona (CLI) March 1, 2019 Delaware (AHLIC) February 1, 2019...

Global Atlantic: Income 150+ is Back on Top!

Income 150+ SE Comes Back Strong! The newly enhanced Income 150+ fixed index annuity is loaded with improved features and once again has the industry talking about its powerful income story. Income 150+ key changes include: Improved Early Income Story¹ Increased...

AIG: Great News! AIG has Increased GLB Withdrawal Rates on its Index Annuities

GREAT NEWS! We Have Increased our Maximum Annual Withdrawal Rates! Offer Clients Aged 65 or Older Higher Withdrawal Rates 5.50% (Single Life) for clients age 65 to 71* 5.00% (Joint Life) for clients age 65 to 71* New 50-59 Age Band — 3.50% (Single Life) 3.00% (Joint...

Aetna: Medicare Producer News | December 13, 2018

Medicare Producer News Individual MA/MAPD, PDP: December 13, 2018 New on Studio: 2019 age-in materials What new members can expect OEP: Are you ready? We’re here to help! Reminder: How to check enrollment status Discount on E&O coverage Happy holidays Thank you for...

Aetna: SEP for Those Affected by Hurricane Florence in Virginia

Special Enrollment Opportunities May be Available to Medicare Beneficiaries Impacted by Natural Disasters. A special enrollment period (SEP) exists for individuals affected by a weather-related emergency or major disaster who were unable to, and did not make an...

Humana: Attention Medicare Agents Licensed in NC, SC, VA, and WI – Updated SEP Notice for Hurricane Florence

Updated: SEP Notice for Individuals Affected by Hurricane Florence CMS will provide a Special Enrollment Period (SEP) for individuals affected by Hurricane Florence who need to enroll in, disenroll from or switch Medicare health or prescription drug plans and have...

Humana: Here’s Exactly What You Need to Know for OEP

Humana Has the Resources You Need to Understand the Open Enrollment Period. AEP is over! (We’ll pause while you take a deep breath.) Now you have a couple weeks to get ready for the Open Enrollment Period (OEP) that begins January 1. It’s a one-time chance for your...

North American: Refreshed Annuity Portfolio Coming in January

Refreshed Annuity Portfolio Helps Make Selling North American Simpler   Back by popular demand, January 15th NAC IncomeChoice® 10 fixed index annuity.   Fixed index annuities discontinued Jan. 15: Discontinued Alternative Notes NAC IncomeChoice® 7 NAC IncomeChoice 10...

Contact Us

We Encourage You To Contact Us With Any Questions.