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

Humana | How can you Start Marketing on Facebook? Read this.

If you can’t meet prospects face-to-face, Humana’s Facebook Best Practices Guide can help you get up to speed.

Humana | You can’t Miss this. Veterans Need you this AEP

Our Veterans deserve nothing less than our best. Humana’s Medicare Advantage Honor Plans were designed with Veterans in mind.

Facebook Leads vs. Direct Mail

COVID-19 has changed marketing and lead generation for agents substantially this year, causing many grassroots efforts to halt.

Cigna | CSB Update: Tools & Tips to Prepare for AEP

Set yourself up for a successful AEP with Cigna Supplemental Benefits! Learn more in the sections provided & get ready to sell this AEP.

CMS | Announcing Historically Low Medicare Advantage Premiums & New Payment Model to Make Insulin Affordable again for Seniors

The Centers for Medicare & Medicaid Services (CMS) announced today that average 2021 premiums for Medicare Advantage plans are expected to decline 34.2 percent from 2017 while plan choice,...

Aetna | Gear up: Your AEP Resources

Did you know that you can submit Medicare Supplement applications with a January 1, 2021 effective date as early as October 1, 2020?

Humana | Have you Heard? Client Events can be Virtual. See How.

Humana wants to remind everyone that agents can now host several types of events for their clients online. Details on the Ignite website.

Americo | Important Annuity Change Notice

Effective September 29, 2020, Americo has made some positive rate adjustments to their Ultimate One Index Series annuity products.

Annuity Electronic Applications

With the environment of the COVID-19 (Coronavirus) restrictions, agents must address how we do business with clients remotely.

Guarantee Trust Life | Register Now for GTL’s Pre-AEP Digital Summit

No matter how your AEP looks this year, count on GTL to get you the information and tools you need during our Pre-AEP Digital Summit!

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.