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.

Follow Us

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.

2025 Final Rule

Contract

AEP Toolkit

Quote

Enroll

2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare OEP

New Business

Secure Email

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.

Understanding CMS & FCC One-to-One Consent Regulations: What Agents Need to Know

If you’re in the business of working with consumer leads, there are new rules you need to be aware of. CMS’s new one-to-one consent regulations and...

GTL | 5 Numbers You Need to Know this AEP

2005 The Year GTL Released the FirstHospital Indemnity Plan in the Senior Marketand We've Continued to Lead the Industry Today$103 Million Amount of...

Protective | Custom Choice℠ UL is being discontinued: What you need to know

Protective Custom Choice UL is being discontinued Protective® Classic Choice term — an alternative solution for your clientsAs of December 31, 2024,...

AmeriHealth | The Medicare Prescription Payment Plan (M3P)

New for 2025! The Medicare Prescription Payment Plan (M3P)What is the Medicare Prescription Payment Plan? The Medicare Prescription Payment Plan is...

IBX | The Medicare Prescription Payment Plan (M3P)

New for 2025! The Medicare Prescription Payment Plan (M3P)What is the Medicare Prescription Payment Plan? The Medicare Prescription Payment Plan is...

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.

Call Email