AEP information is out NOW. For resources and certification details, please click here.

AEP Toolkit Now Updated

Click to get the latest First Looks for 2022 and Up-to-Date Certification details now.


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

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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Make sure to follow Pinnacle Financial Services on all social media for the latest updates & insurance information.

Agent Tools

Medicare D-SNP

Secure Email

New Business

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.

Annual Enrollment Period Starts








Lumico Life | SIFE Product Updates for September

Effective today, we will allow replacements on applications for Lumico Life SIFE. If you have any questions, please contact your agency upline. Now Available: Replacements for Lumico Life Insurance Company SIFE

Angela Palo Named to NAHU’s Medicare Advisory Group

Angela Palo of Warminster, PA has been appointed to the Medicare Advisory Group (MAG) of the National Association of Health Underwriters’ (NAHU) for 2021-22.

Devoted | 2 Weeks Until AEP: $50 Extra Earning Potential

With AEP fast approaching in less than 2 weeks, here are a few exciting updates & quick tips from Devoted Health on selling with us this AEP.

AIG | QOL In The Know: September 2021

QOL In the Know Operations, Legal, and Compliance News | September 16, 2021

Cigna | CHLIC Med Supp Rate Decreases Coming Soon in VA

Cigna is excited to announce that Starting 10/1, CHLIC will implement the following rate adjustments for Medicare supplement in Virginia.

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.