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!

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Medicare OEP 2019

Medicare OEP is coming back for 2019. Find out now what you’ll need to be ready, for when it returns.

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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, 2/1, 3/1, and 4/1/2019 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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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: Medicare Producer News | January 16, 2019

Medicare Producer News Individual MA/MAPD: January 16, 2019 Don't worry, Walmart is still in-network pharmacy for 2019 MAPD and PDP products CVS Health recently announced that Walmart has opted to leave its pharmacy network for Commercial and Medicaid plans. As stated...

Aetna: KY Agents- AHLIC Medicare Supplement Rate Adjustment

Medicare Supplement Rate Adjustment in Kentucky Aetna Health and Life Insurance Company has received approval for a rate adjustment on individual Medicare Supplement policies currently available in Kentucky, effective March 1, 2019. * Aetna Senior Supplemental...

Aetna: Medicare Supplement Rate Adjustment in Oklahoma

Medicare Supplement Rate Adjustment in Oklahoma Aetna Health and Life Insurance Company has received approval for a rate adjustment on individual Medicare Supplement policies currently available in Oklahoma, effective March 1, 2019. * Aetna Senior Supplemental...

American Equity: Nine Months of Uncapped Growth Potential

The NeXt Innovation in Retirement AssetShield 5 | 7 | 10 Fixed Index Annuity NeXt Monthly Point to Point Strategy with Replacement Rate Exclusive, first-to-market strategy offers 12 months of S&P 500® index-linked growth opportunities, with a declared replacement rate...

Aetna: DSNP University- Become a Medicare DSNP Expert in Louisiana

Want to Become an Aetna Medicare DSNP Expert? Attend our two-day training in LA to discover lock-in selling opportunities At the training, you'll learn about Aetna's NEW 2019 Dual-eligible Special Needs Plan (DSNP) in Louisiana. You'll get the chance to: Attend...

UnitedHealthcare: Data Security, UnitedHealthcare, and You!

Data Security, UnitedHealthcare, and You! UnitedHealthcare takes data security and privacy very seriously. As the world changes from a cyber and privacy risk perspective, we are focused on protecting customer information, and want to help you keep consumer data safe....

Athene: Bonus Rates Rise on Athene Performance Elite

Premium Bonus Rates Rise on Athene Performance Elite®! Effective January 14, 2019 Great news! We're increasing the Premium Bonus on our Athene Performance Elite 10 and 15‑year products. With highly competitive Premium Bonus rates — including an industry‑leading 15% on...

North American: [EXTENDED] 1% Premium Bonus Increase

1% Premium Bonus Increase Special on North American Charter® Plus Extended Until Further Notice¹ Premium bonus increase special is not available in North Dakota North American Charter Plus 14 Fixed Index Annuity North American Charter Plus 10 Fixed Index Annuity Up to...

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