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OEP is here. For resources and details please click here.

March 23 & 24

Register now for the #1 event for insurance professionals

OEP is Here

For resources and details, click the link below

Attention

For information regarding virtual selling due to COVID-19, click here.

For our virtual office, assisting agents concerning social distancing practices, click below.

Connect4Medicare

Our online enrollment system for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements.

NEW FOR 2021: Pinnacle is now offering text-enrollment capabilities

Meet Our Team

Meet the people who make Pinnacle Financial Services one of the most experienced insurance marketing organizations in the country.

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.

Mobile Quoting Tool

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

Medicare Toolkit

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

Follow Us

Make sure to follow Pinnacle Financial Services on all social media for the latest updates & insurance information.

Agent Tools

Medicare D-SNP

Secure Email

New Business

Product Portfolio

Text Alerts

Get Equipped for Success

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.

Open Enrollment Period

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Anthem | Over-the-counter COVID-19 diagnostic test coverage starts January 15

A recent announcement from the federal government intends to increase access to COVID-19 testing. As of January 15, 2022, members can get reimbursed by their health plan without cost share for the costs of over-the-counter diagnostic COVID-19 tests until the end of the Coronavirus Public Health Emergency. Diagnostic tests are performed if members are experiencing COVID-19 symptoms or have been recently exposed.

Great American Life Insurance | New 84-24 Requirements Effective Feb 1

In December 2020, the Department of Labor (DOL) announced its interpretation of the five-part test to determine who is an investment advice fiduciary for ERISA plans and IRAs.

2022 Sales Summit

Pinnacle is excited to announce our 2022 Sales Summit. Join us on March 24th at the Sheraton Valley Forge in King of Prussia Pennsylvania, for a full day of interaction with some of the top insurance carriers, lead carriers and technology companies in the senior market.

Alignment | Complete an HRA … Get $100!

Complete an HRA for your new members and earn an extra $100!

Applies to any full dual & C-SNP member from now – 3/31/22

Why Choose Pinnacle

Like any good partnership, we’re happy when you’re happy- it’s all about shared success.

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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