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.


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.

2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare D-SNP

New Business

Secure Email

Product Portfolio

Text Alerts

Get Equipped for Success


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


Specializing in the senior market Pinnacle is your one-stop shop for Medicare

Annuities, Life Insurance, and Final Expense


Pinnacle is on the forefront of the latest technology so you are ahead of the competition.


Case design and product specialists are available when you need them.


Let us be your virtual back office.  From submission to commission the Pinnacle team will assist you along the way.

AEP Ends








Aetna | Finish strong: AEP deadlines, compliance reminders

We’re in the home stretch! Thank you for all your efforts this AEP, and for your dedication to helping members and clients enroll in a plan

Fidelity & Guaranty Life Insurance | Annuity Rate Update

We are adjusting rates for our FG Guarantee-Platinum® 3, 5 and 7 multi-year guaranteed annuities (MYGA). New rates will be effective on December 14, 2023.

Independence Blue Cross | The Last Day of AEP is December 7. What’s Next?

We appreciate your helping Independence Blue Cross (IBX) make this another memorable Annual Enrollment Period (AEP). AEP ends December 7,

Athene | Rate update for Athene Products

We’re updating rates on Athene products. Rate grids with current and new rates can be found below. Visit Athene Connect for additional product information or to run an illustration.

Nationwide | SPIA Available in New York

On November 13, 2023, Nationwide® announced that our INCOME Promise Select immediate annuity reopened to new sales in the state of New York.

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.