For information about Virtual Selling due to COVID-19, please Click Here.


Pinnacle Financial Services’ physical office is currently closed due to the mandate from Pennsylvania Governor Wolf.

Our team is working 100% remotely and is conducting business as usual.

To be contacted, click the appropriate button below.


Our new, online enrollment system for Medicare Advantage, PDP, & Medicare Supplements.

Our system allows you to manage your Medicare sales in a Virtual Selling Environment.

Get your own Compliant Medicare Enrollment Website Now!

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

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New Business

Product Portfolio

Text Alerts

Aetna | Medicare Producer News

1K COVID-19 testing sites | New Ascend app features | Producer World updates | Now available value-based enrollment with e-kits

Cigna | Special Circumstances for Eligible Individuals Affected by COVID-19

On 5/7/20, Cigna shared that CMS had announced availability of a Special Election Period (SEP) for eligible individuals affected by the COVID-19 pandemic.

HFMA | Medicare Considering Making Telehealth Expansion Permanent, Verma Says

Medicare is reviewing whether to make telehealth waivers permanent. Waivers have expanded provider eligibility lists and available payment from Medicare.

Plansponsor | The Future of Telehealth is Uncertain

The CARES Act allows telehealth services to be included under HDHPs until December 31, 2021, and some are hopeful that will be extended.

Cross Selling Final Expense with Medicare Supplements

Cross-selling final expense with Medicare supplement is an excellent way to offer more for your clients, as well as earning extra income in commissions.

CMS | Contract Year 2021 Medicare Advantage & Part D Final Rule Fact Sheet

On May 22, 2020, CMS issued a final rule that implements a subset of the proposals from the February 18, 2020, proposed rule (85 FR 9002).

e-App Process with North American

COVID-19 has drastically changed the way sales can be conducted. Luckily, many insurance companies have electronic ways of submitting applications.

Global Atlantic | 20% Income Boost on Day One

Take a look at Income 150+ SE fixed index annuity. Its strong early income story begins with a guaranteed 20% income boost on day one.

Blue Cross Blue Shield | Keystone: First VIP Choice Broker Newsletter

Special Enrollment Period (SEP) for Individuals Affected by a FEMA-Declared Weather-Related Emergency or Other Major Disaster: Applicable for COVID-19

Aetna | Insights Newsletter: COVID-19 Response

As a CVS Health company, Aetna is committed to supporting you and your clients during the COVID-19 (Coronavirus) pandemic.

Open Enrollment Period 2020 Ends








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.