Attention Pinnacle Agents and Employees: for Information about the Coronavirus, please Click Here.


Pinnacle Financial Services’ physical office is currently closed due to the mandate from Pennsylvania Governor Wolf.

Our team is working 100% remotely and is conducting business as usual.

To be contacted, click the appropriate button below.

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Pinnacle University is back! Take a look at our country-wide seminars, and see when a representative will be hosting an event in your area!

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


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

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.

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Text Alerts

United Home Life | Personal History Interview Update Re: COVID-19

As concerns about COVID-19 continue, we will be asking an additional question at the beginning of each Personal History Interview (PHI).

Aetna | COVID-19 Retraction

Please know that we are committed to keeping you informed during this time. We will share any additional guidance issued by CMS as it becomes available.

North American | Simple, Reliable, Digital Tool to Keep your Business Thriving

As meetings with potential clients become more difficult, North American’s Annuity e-App software makes the application process simple from start to finish.

Mutual of Omaha | Express April 1, 2020

Express: A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution. April 1, 2020.

UnitedHealthcare | Advance Renewal Payments

Due to a planned system upgrade to our sales operations system, & the challenges from COVID-19—we will be advancing May & June renewal payments in April.

Cigna | New CHLIC Med Supp Launching in FL

A POLICY YOU CAN SELLA BRAND YOU CAN TRUST CHLIC Med Supp Sales Begin April 13th in Florida! On April 13th, you can begin to sell our new Medicare supplement plans insured by Cigna Health and Life...

WellCare | Retraction: Declared Special Enrollment Period COVID-19

Please disregard the previous communication, sent on March 27, 2020, announcing a Special Enrollment Period due to COVID-19.

UnitedHealthcare | UHC is Waiving Cost-Sharing for COVID-19

UnitedHealthcare will be waiving the member cost-sharing for the treatment of COVID-19 (Coronavirus) through May 31, 2020. 

Aetna | Medicare Producer News: March 30, 2020

SEP opportunity info and eligibility criteria New COVID-19 microsite for latest info Help members update their email address Policy update: You can now request PCP changes Webinars: Learn about CVS...

Humana | Retraction Notice

A retraction of our statement on March 27, 2020: CMS has advised that at this time, there is no SEP in effect for the COVID-19 Pandemic.

Open Enrollment Period 2020 Ends








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

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