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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.

2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare OEP

New Business

Secure Email

Product Portfolio

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.

Molina | Marketing Yourself

Stand out from the competition: Add your professional headshot to your Molina marketing collateral at the Molina Marketing Store!

Will Your Taxes Skyrocket? How the 2025 TCJA Sunset Could Impact Your Wallet

As we edge closer to 2025, the sunset of the Tax Cuts and Jobs Act (TCJA) is on the horizon, and it’s bringing potential changes that could shake up the financial scene for American taxpayers.

Aetna | 2025 Aetna Medicare certification starts June 27

The 2025 Individual Medicare Producer Certification for MA/MAPD & PDP launches on Thursday, June 27, 2024. Again this year, Aetna Medicare will offer two options:

AI 101 for Insurance Professionals    

Artificial intelligence (AI) is no longer just a buzzword, it’s a transformative force that’s reshaping industries, including Medicare.

Americo | Help Your Clients Build A Nest Egg

Offer your clients the guarantees and security they want for their money. Platinum Assure Series offers your clients guarantees, safety, and choices with competitive rates with 2, 3, 4, 5, 6, and 7-year guarantee periods available

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.

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