Pinnacle Financial Services

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About Us

Pinnacle University Sales Training

See what everyone’s talking about…

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Not in MN for Medicare Adv?

It’s going to cost you!

Call us now for information on which carriers you have available.



Pinnacle University 2018

Medicare, Life and Annuity Agent Sales Training…

You Don’t Want to Miss It!

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Want to Earn Extra Dough?


2018 Medicare Supplement Bonus Program

Between January 1st – December 31st, 2018, submit qualifying applications of individual Medicare Supplement* and receive a bonus payout of $100 per underwritten policy
and $25 per open enrollment policy issued.



Ask about our innovative, online data entry tool –

that sends your apps right to the carrier!


Pinnacle University 2017 Recap

See where Pinnacle has been traveling these past few months!

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CIGNA Med Supp Product Launch

Americo's Agent Incentive Program

For Medicare Supplement.Spend your reward how you want.
It’s up to you. The possibilities are endless.

Qualification Period: March 1, 2018 – August 31st, 2018

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All New PFS Mobile Quoting Tools!

Medicare Quotes Right At Your Fingertips.

Available for iPhone and Android.

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New Mobile Term Quote


Quote on the go with ease.

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Short-Term HHC Insurance Revolutionized

3 Benefit Options –
$150, $300 or $450 maximum daily benefit

Cross-Selling Opportunity

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New, Industry Leading Final Expense Solution

Meet your client’s needs with Guaranteed Assurance With Guaranteed Assurance, everyone can qualify regardless of health issues
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Join Us on Social Media

One of the most experienced insurance marketing organizations in the country

Top Carriers and Contracts in the senior market


Long Term Care Insurance Solutions - More than just the traditional LTC Product

At Pinnacle, we have over 30 years experience in the Long Term Care Industry

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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: AZ Agents- Plan N Rate Decrease Effective October 1, 2018

AZ Medicare Supplement Plan N Rate Decrease Continental Life Insurance Company of Brentwood, Tennesee has received approval for a rate decrease on individual Medicare Supplement Plan N policies currently available in Arizona, effective October 1, 2018. *Aetna Senior...

Aetna: NV Agents- Plan N Rate Decrease Effective October 1, 2018

NV Medicare Supplement Plan N Rate Decrease Aetna Health and Life Insurance Company has received approval for a rate decrease on individual Medicare Supplement Plan N policies currently available in Nevada, effective October 1, 2018. *Aetna Senior Supplemental...

Global Atlantic: SecureFore Fixed Annuity Rates are Changing

Rate Update Effective August 6, 2018 SecureFore 3 fixed annuity 2.65%* SecureFore 5 fixed annuity 3.15%* Click to download our most current rate sheets to see what rates are available for your clients today!   View Rate Sheets Here If you have any questions or need...

Cigna- CSB Agents: Reminder, Important Operational Change Starts TODAY!

IMPORTANT UPDATE Changes starting August 1st, 2018 for Final Expense only TODAY we will be implementing a new operational change starting  with Final Expense. This change will help reduce policy cancellations and provide peace of mind to your customers. Draft on...

Humana: External Sales Newsletter | July 26th, 2018

Humana’s 2019 First Look is Here! Help Serve Your Clients and Build Your Business this AEP with Humana. Agent Education and Resources To view July's latest webinars, job aids, videos and all the agent training resources provided by Humana MarketPoint, as well as read...

Aetna: Have You Heard? We’re Expanding in VA for 2019!

Have You Heard? Aetna Medicare is Coming to NEW Counties in Virginia in 2019! Aetna Medicare is expanding to 14 NEW counties in Virginia for 2019! Let's talk about what this can mean for your business. Join us at an upcoming training. We're expanding to the following...

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