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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

Pinnacle University 2019

Registration for this year’s training is now available!

See when we’re coming to your state!

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Connect4Medicare

 

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

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2019 Plan Rating Documents Now Available

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

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

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BCBS Medicare Supplement Bonus Program

1/1 through 7/1/2019 effective dates!*
Bonus amounts vary by state. Contact your Pinnacle Financial Services sales director for all of the details.

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PFS Mobile Quoting Tools

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

 

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Short-Term HHC Insurance Revolutionized

Cross-Selling Opportunity

Three benefit options: $150, $300, and-or $450 maximum daily benefits

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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.

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Industry Leading Final Expense Solutions

Meet your client’s needs with Guaranteed Assurance. Everyone can qualify, regardless of health issues.

 

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Long-Term Care Insurance Solutions

More than Just the Traditional LTC Product

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

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Follow Us

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

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Contracting

Our online contracting software eliminates having to deal with lengthy paper contracts, reducing delays and errors.

Medicare Toolkit

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

Quoting

The best and most efficient quoting software, all in one site. Run instant online quotes for our top-selling product lines.

Days Until Annual Enrollment Period 2020

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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!

Carriers

Product Lines

Team

News & Events

Cigna: Important Update – New Policy Quoting Changes

IMPORTANT UPDATE New policy quoting changes in effect July 1, 2019 Changes coming soon. Beginning July 1, 2019 Cigna will be implementing a policy change on how business is quoted. We currently allow policy quoting 180-days prior to the effective date. The new change...

Aetna: This Just in- 2020 Expansion in Missouri!

THIS JUST IN- Aetna Medicare is Growing Aetna Medicare is expanding to Adair, Camden, Chariton, Dent, Howell, Iron, Linn, Macon, Madison, Monroe, Morgan, Phelp, Pulaski, Randolph, and Texas counties in Missouri in 2020! We'd love to work with you this AEP. Plan to...

Aetna: This Just in- 2020 Expansion in Utah!

  THIS JUST IN- Aetna Medicare is Growing Aetna Medicare is expanding to Carbon and Juab counties in Utah in 2020! We'd love to work with you this AEP. Plan to certify with us for 2020, starting July 10. Certification is the first step you'll need to take to become...

Aetna: This Just in- 2020 Expansion in Kansas!

  THIS JUST IN- Aetna Medicare is Growing Aetna Medicare is expanding to Chase, Chautauqua, Elk, Greenwood, Harper, Kingman, Neosho, Wilson, and Woodson counties in Kansas in 2020! We'd love to work with you this AEP. Plan to certify with us for 2020, starting July...

Aetna: This Just in- 2020 Expansion in Florida!

THIS JUST IN- Aetna Medicare is Growing Aetna Medicare is expanding to Baker, DeSoto, Escambia, Indian River, Levy, Nassau, and Santa Rosa counties in Florida in 2020! We'd love to work with you this AEP. Plan to certify with us for 2020, starting July 10....

Aetna: This Just in- 2020 Expansion in Missouri!

THIS JUST IN- Aetna Medicare is Growing Aetna Medicare is expanding to Atchison, Daviess, DeKalb, Gentry, Grundy, Harrison, Holt, Mercer, Nodaway and Worth counties in Missouri in 2020! We'd love to work with you this AEP. Plan to certify with us for 2020, starting...

Aetna: This Just In- 2020 Expansion in Iowa!

THIS JUST IN- Aetna Medicare is Growing Aetna Medicare is expanding to Wapello County in Iowa in 2020! We'd love to work with you this AEP. Plan to certify with us for 2020, starting July 10. Certification is the first step you'll need to take to become ready-to-sell...

Aetna: This Just In- 2020 Expansion in Nebraska!

THIS JUST IN- Aetna Medicare is Growing Aetna Medicare is expanding to 19 counties in Nebraska in 2020! We'd love to work with you this AEP. Plan to certify with us for 2020, starting July 10. Certification is the first step you'll need to take to become ready-to-sell...

Humana: SSA/RRB Premium Deduction Issue

SSA/RRB Premium Deduction Issue Members who requested premiums to be deducted from their SSA/RRB for 2019 plans will need to send payment directly to Humana due to a system issue with the Social Security Administration. What Happens Next? Affected members will need to...

Aetna: Medicare Producer News | May 10, 2019

Medicare Producer News Individual MA/MAPD: May 10, 2019 Aetna RX Home Delivery has a new name New contracting tool opens June 17 - Top 3 ways to prepare DSNP marketing materials now on Studio How to stay compliant in 2019 Aetna Rx Home Delivery is now CVS Caremark®...

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