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.


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


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.

OEP Ends








IBX | Inflation Reduction Act webinar and member benefit updates

Inflation Reduction Act
Stay informed about the changes that will impact your clients and your business.

Devoted | Boost your sales with our marketing storefront

Don’t miss out on our marketing storefront. It has easy-to-use tools for your agency and agents to drive sales year-round – including co-branded assets that can be customized with your logo.

Wellcare | 48-Hour Scope of Appointment Rule Reminder

48-Hour Scope of Appointment Rule Reminder
Helping members make informed choices about their healthcare coverage is a win-win objective for all sales encounters.

Cigna | CSB Medicare Supplement insurance products now available on SunFire

Great news! Cigna HealthcareSM Supplemental Benefits (CSB) Medicare Supplement (Med Supp) insurance products are now available as of today, April 12, on the SunFire Blaze and Blaze Connect platforms.*

2025 Part D Changes

For plan year 2025, CMS has announced some massive changes to the Part D program. These changes are in an effort to both streamline and simplify the Part D program for seniors.

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.