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)

About Us

Depending on the carrier, we can lay claim to all of those titles above. 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: We’re Expanding in LA- Get a First Look at our 2019 Medicare Plans

  Have You Heard? We're Expanding to 32 New Parishes in Louisiana in 2019   Get a first look at our 2019 Medicare Advantage plans* Join us at a First Look party near you! We'll show you what parishes we are expanding to in 2019. And you’ll get a sneak peek...

Bankers Fidelity: Medicare Supplement Rate Increase in IA

Medicare Supplement Rate Increase for Bankers Fidelity Life Insurance Company® in Iowa Effective July 13, 2018, a rate increase will apply to Plans A, F, G, K, and N for the current series of B 21092 Preferred & Standard Medicare Supplement products...

Pinnacle Financial Services Expands Sales Team and Footprint in the Midwest

Warminster, PA, July 6th, 2018 - Pinnacle Financial Services, a well-known leader in sales of insurance and financial products serving the senior market, announced today the hire of Michelle Scianna as Regional Vice President-Midwest. In this role Scianna will oversee...

Aetna: “This Just In: 2019 Expansion in Virginia!”

Have You Heard? Aetna Medicare is Coming to NEW Counties is 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...

Aetna: New Security Requirement (Senior Supplemental Insurance)

New Ways We're Keeping Data Secure At Aetna, security is a top priority. In order to reduce the risk of data exposure, we require full-disk encryption on all broker devices (including laptops, personal computers (PCs), smartphones and tablets) that access...

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We Encourage You To Contact Us With Any Questions.