For Virtual Selling Tools and additional COVID-19 resources and information, please click here.


For information regarding virtual selling due to COVID-19, click here.

For our virtual office, assisting agents concerning social distancing practices, click below.


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

NEW FOR 2021: Pinnacle is now offering text-enrollment capabilities

Walmart Retail Initiative

Imagine having your own in-store office where clients can come to you for help with their Medicare Advantage, Supplement, and-or Part D needs.

Meet Our Team

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

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.

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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Agent Tools

Medicare D-SNP

Secure Email

New Business

Product Portfolio

Text Alerts

Cigna | Sneak Peek for AEP 2021

While you certify & work on your AEP 2021 marketing plan, at Cigna, our Medicare Advantage team is working on products & plans to work for your clients.

Inbound vs Outbound Marketing

As the Medicare market continues to become more technologically driven, agents need to make sure some of their marketing reflects these changes.

EnvisionInsurance | Notice of Contract Termination Effective 10/1/20

Please accept this communication as Envision Insurance Company’s (EIC) notice of termination of your agreement effective as of October 1, 2020.

Fixed Annuities Provide Retirement Security

Clients entering, and in retirement, have an inherent need for peace of mind. Provide one with the retirement security needed from fixed annuities.

2021 Anthem First Look Information

Anthem was one of the first to release their first look information for the 2021 plan season, having made most of the generic benefit information available.

Aetna | Medicare Producer News: 2021 First Look

2021 First Looks | 2021 Aetna MA/MAPD highlights | 2021 Aetna DSNP highlights | 2021 SIlverScript® PDP highlights | Social media training | Certify for 2021

Cigna | Important Information about the COVID-19 SEP

On 5/7, Cigna released a SEP for those affected by COVID-19 in effect between 3/1 and 6/30. According to CMS, that SEP did, in fact, expire on 6/30.

AIG | Coming Soon: LIMITED PAY Guaranteed Issue Whole Life

As of July 24, 2020, a new version of AIG’s Guaranteed Issue Whole Life (GIWL) product will be replacing the currently offered one.

Selling Final Expense Remotely

Working remotely in sales has become a way of life due to COVID-19, so there has been a shift from paper applications to e-applications.

Humana | Medicare Supplement Sunsetting Selected Plans

Achieving More in 2020 and Beyond with Humana. Achieve Humana Medicare Supplement sunsetting selected plans beginning August 31, 2020.

Countdown to Annual Enrollment Period








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.