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

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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.


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








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

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®...

North American: Meet the NEW top Ranked Term Product

    NEW Top Ranked Term Life Insurance Introducing Classic Term, North American's new top ranked term life insurance! Designed for basic death benefit protection and affordability, Classic Term is simple term life insurance that focuses on two things: Protection and...

Global Atlantic: Our Fixed Index Annuity Rates are Changing

    Rate Update Effective May 14, 2019 our rates will change on Choice Accumulation II fixed index annuity. Effective May 14, 2019 Click here to access the Rate Lock Procedure flyer. This material is intended to provide educational information regarding the features...

North American: Introducing Classic Term Life Insurance

Announcing NEW Classic Term Life Insurance North American is pleased to introduce Classic Term—a top-ranked term life insurance product designed for simplicity and highly competitive rates. Classic Term is a high-face sale for clients looking for basic death benefit...

UHC: SEP may be Available to Members Affected by Weather-Related Emergency or Major Disaster

Severe storms, winds, tornadoes and flooding caused disruption in the Southeast. Federal Emergency Management Agency (FEMA) declared a weather related emergency or major disaster in Alabama and Tennessee – below are the included counties. Medicare beneficiaries...

Global Atlantic: Our Fixed Annuity Rates are Changing

Effective May 7, 2019 our rates will change on SecureFore 5 Fixed Annuity. Effective May 7, 2019 Click Here to access the Rate Lock Procedure flyer Need more information, or have questions? Contact a Pinnacle Financial Services representative at...

Aetna: Temple University Health System to Join Provider Network in PA

Temple University Health System is now in-Network for Aetna and Coventry Medicare Advantage Plans Starting May 1st Pennsylvania agents, our provider network is growing again! Effective May 1, 2019, Temple University Health System is part of the provider network for...

Cross-Border Transactions, Compliance Memo | American Equity

    There are four parts to all insurance transactions:  solicitation, application, issuance, and delivery.  If any one of these four parts takes place within the borders of a state, that state’s laws and regulations apply to the entire transaction. Generally, it is...

Great News for Brokers in Texas!

    Great News for Brokers in Texas! Make More Sales - Make More Money! If you're not selling Amerigroup's NEW Medicare Supplement plans, it's time to start! We have an exciting limited time opportunity for you to earn more when you sell their Medicare Supplement...

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