Meet the Team

Learn more about Pinnacle Financial Services, and what makes us one of the most experienced insurance marketing organizations in the country.

About Us

Connect4Medicare

Our new, free-to-use, online enrollment system that sends your apps right to the carrier!

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2019 Plan Rating Documents Now Available

CMS has recently released the 2019 Star Ratings, and the plan rating documents have now been updated for you to print and replace.

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You are required to communicate the 2019 Star Rating for the plan(s) you present during formal and informal marketing/sales events, one-on-one marketing appointments, or telephonically.
You must use updated ratings information beginning November 1, 2018.

Pinnacle University Sales Training

See what everyone is talking about

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Not in Minnesota for Medicare Advantage?

It’s Going to Cost You!

Contact us now for information on which carriers you have available

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Want to Earn Extra Money?

2018 Medicare Supplement Bonus Program

Between January 1st through December 31st 2018, you can submit qualifying applications of individual Medicare Supplements¹ and receive bonus payouts of $100 (per underwritten policies,) and $25 (per open enrollment policies.)
Click the button below to learn more.

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NEW: PFS Mobile Quoting Tools

Medicare quotes right at your fingertips. Now available for iPhone and Android.

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Cigna Medicare Supplement Product Launch

New Updates for IA, LA, NV, NJ, TN, & UT

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NEW: Mobile Term Quote

The most popular method of running term quotes is now available in the hands of your agents.

Quote on the go with ease.

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Short-Term HHC Insurance Revolutionized

Cross-Selling Opportunity

Three benefit options: $150, $300, or $450 maximum daily benefit.

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NEW: Industry Leading, Final Expense Solution

Meet your client’s needs with Guaranteed Assurance.

Everyone can qualify, regardless of health issues.

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Long-Term Care Insurance Solutions

More than Just the Traditional LTC Product

At Pinnacle, we have over 30 years of experience in the Long-Term Care industry

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FMO (Field Marketing Organization)

IMO (Independent Marketing Organization)

NMA (National Marketing Alliance)

NMO (National Marketing Organization)

BGA (Brokerage General Agency)

About Us

Depending on the carrier, we can lay claim to all of those titles above. It doesn’t matter whether you need a Medicare Supplement FMO a Medicare Advantage FMO or an Annuity and Life Insurance BGA. We can help. But, what do they mean? Simply put, they’re industry created designations, self-appointed titles, and a jumble of letters.

Here at Pinnacle, we’re about partnerships, not titles. We build partnerships with each and every agent. Whether you’re an independent broker working from home or a large agency working multiple states, we want you to join the Pinnacle team.

The deal is this: you sell and we take care of everything from submission to commission. Our toolkit is extensive. Once entered into our system, you have access to all of our carriers. Your information is securely stored and you can add additional carriers at any time. Never fill out contracting paperwork again!

Carriers

Product Lines

Team

News & Events

Global Atlantic: Income 150+ Fixed Index Annuity is Back on Top!

Income 150+ SE Comes Back Strong! The newly enhanced Income 150+ fixed index annuity is loaded with improved features and once again has the industry talking about its powerful income story. Income 150+ key changes include: Improved Early Income Story Increased Income...

Athene: Index Update for Athene Performance Elite

Index Update for Athene Performance Elite® Effective December 3, 2018 We're moving to a new version of the Janus SG Market Consensus Index in our Athene Performance Elite products. Strategies powered by the current version will be closed to new business. The new...

North American: New Addition to Our Annuity Portfolio

MaXimize Income FleXibility for your Clients’ EXciting Lives Introduce your clients and prospects to the all-new Strategic Design Annuity X (SDA X)— the industry X-factor — North American’s latest fixed index annuity. 200% GLWB Roll-Up Clients get 200 percent of...

UHC: New to Oregon Networks! Now a Wider Range of Providers with Willamette Urology

New to Oregon Networks! Now a Wider Range of Providers with Willamette Urology Willamette Urology and UnitedHealthcare have established a new network relationship, providing members in UnitedHealthcare health plans access to local care they may know and trust....

Aetna: Check Out the $750 Dental Allowance on Alabama Plans

Aetna Medicare Plans in SE Alabama Offer A $750 Dental Benefit Allowance There are no hidden co-pays, exclusions or restrictions This AEP, Aetna Medicare plans in Southeast Alabama include an attractive $750 dental allowance (direct member reimbursement or DMR) for...

Aetna: MGAs- New Products Coming to NH and VA

New Products Coming to New Hampshire and Virginia Starting December 3, 2018 we will begin offering the following new products: AHLIC Medicare Supplement with 7% household discount (New Hampshire) Cancer and Heart Attack or Stroke (Virginia) Sales materials Agents can...

American Equity: Licensing Requirements and Permitted Activities

American Equity Investment Life Insurance Company COMPLIANCE MEMO The NAIC Suitability in Annuity Transactions Model Regulation, and the many state laws and regulations governing suitability, require you to gather certain information and use that information in making...

North American: MYGA Rate Special

3-Year MYGA Rate Special 3.00% high-band rate 3-year rate special on North American Guarantee Choice 3 and North American Guarantee Choice II (California), multi-year guarantee annuities¹ Effective Nov. 6 through Dec. 31 5-Year MYGA Rate Increase 3.40% high-band rate...

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