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Pinnacle is live with Firelight.

Give your Annuity  Applications a Boost!

Please give our Pinnacle Annuity Team a call at 800-772-6881 x6003 for additional information.

2025 Proposed Rule From CMS

Urgent Find Out How This Will Impact Agents and Agencies

Medicare Toolkit

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

Connect4Medicare

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

Now complete Health Risk Assessment, HRA, and get paid!

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.

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

BOSS 4 AGENTS

Back Office Support System


Register for a Product Training Today!

BOSS is the Next Generation of CRM Platforms. It is a full-service portal for Agents and Agencies to manage and grow their businesses.

Pinnacle Events

Join the Pinnacle Team in person at our local training and industry convention events. Remember to follow our event posts by either subscribing to our emails or clicking the bell icon on the bottom right for direct notifications as soon as they’re available.

2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare OEP

New Business

Secure Email

Product Portfolio

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.

Cigna | Stay compliant during OEP

OEP do's and don'ts Tips and reminders to ensure you stay compliant during OEP.The annual open enrollment period (OEP) for Medicare Advantage (MA)...

Unlocking Opportunities with OEP: Navigating Lead Strategies and Tools

By Cody Johnson, Director of Sales, Pinnacle Financial Services Navigating the ever-evolving insurance landscape, especially during the Open...

Unlocking Extra Earnings: Exclusive Opportunity for Pinnacle Agents

By Serena Tippett, Regional Vice President at Pinnacle Financial Services The fast-paced Annual Enrollment Period (AEP) is behind us, offering...

United Healthcare |  New Bonus Incentive for 2025

For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com "Contact a Pinnacle...

Mutual of Omaha | The 4 Quarters Club is Back

Unlock Your Earning PotentialWe're excited to officially launch Mutual of Omaha's 2025 4 Quarters Club cash bonus program! Starting now, you have...

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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