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OEP is here. For resources and details please click here.

March 23 & 24

Register now for the #1 event for insurance professionals

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OEP is Here

For resources and details, click the link below

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For information regarding virtual selling due to COVID-19, click here.

For our virtual office, assisting agents concerning social distancing practices, click below.

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Our online enrollment system for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements.

NEW FOR 2021: Pinnacle is now offering text-enrollment capabilities

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Meet the people who make Pinnacle Financial Services one of the most experienced insurance marketing organizations in the country.

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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.

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The most popular method of running quotes, now available in the hands of your agents! Quote on-the-go with ease.

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Medicare Toolkit

We have the tools, technology, and resources needed to eliminate mistakes, and make more sales.

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Our team will train on a variety of product and sales topics to grow your business

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Pinnacle makes available all of the top carriers you need to do business

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Specializing in the senior market Pinnacle is your one-stop shop for Medicare

Annuities, Life Insurance, and Final Expense

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Pinnacle is on the forefront of the latest technology so you are ahead of the competition.

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Case design and product specialists are available when you need them.

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Let us be your virtual back office.  From submission to commission the Pinnacle team will assist you along the way.

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Aetna | Guidance for at-home COVID-19 testing | Think Agent training | Ascend to be discontinued | Retention playbook | OEP | SEP for dual-eligibles and more

Your source for Aetna Medicare broker news and information January 18, 2022

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Anthem | Over-the-counter COVID-19 diagnostic test coverage starts January 15

A recent announcement from the federal government intends to increase access to COVID-19 testing. As of January 15, 2022, members can get reimbursed by their health plan without cost share for the costs of over-the-counter diagnostic COVID-19 tests until the end of the Coronavirus Public Health Emergency. Diagnostic tests are performed if members are experiencing COVID-19 symptoms or have been recently exposed.

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Great American Life Insurance | New 84-24 Requirements Effective Feb 1

In December 2020, the Department of Labor (DOL) announced its interpretation of the five-part test to determine who is an investment advice fiduciary for ERISA plans and IRAs.

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2022 Sales Summit

Pinnacle is excited to announce our 2022 Sales Summit. Join us on March 24th at the Sheraton Valley Forge in King of Prussia Pennsylvania, for a full day of interaction with some of the top insurance carriers, lead carriers and technology companies in the senior market.

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Alignment | Complete an HRA … Get $100!

Complete an HRA for your new members and earn an extra $100!

Applies to any full dual & C-SNP member from now – 3/31/22

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Why Choose Pinnacle

Like any good partnership, we’re happy when you’re happy- it’s all about shared success.

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