Meet the Team

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

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

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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!


Product Lines


News & Events

UHC: 2019 Rate Information for AARP Medicare Supplement Insurance Plans

2019 Annual Rate Information for AARP® Medicare Supplement Insurance Plans Great news! Annual rate change information for 2019 AARP® Medicare Supplement Insurance Plans, insured by UnitedHealthcare® Insurance Company, is now available for the states listed below. The...

American Equity: Increased Payout Factors on American Equity’s Top Selling Products

INCOME ENHANCEMENTS 8.75% Average Income Increase Attributed to LIBR Payout Factor Increase LIBR Enhancements Increased payout factors now available on top selling products. Advantage Gold Benefits Gold Bonus Gold Retirement Gold IncomeShield 7 IncomeShield 10 LIBR...

Aetna: $1,500 Dental Allowance on Aetna Medicare Choice Plan (PPO)

The New 2019 Aetna Medicare Choice PPO in NM Includes a $1,500 Dental Allowance The new 2019 Aetna Medicare Choice PPO (H9431-001), available in Bernalillo and Sandoval counties, includes an attractive $1,500 dental allowance benefit that can be used for preventive...

Cigna: Did you Know? It’s time for AEP!

AEP IS IN FULL EFFECT Medicare Open Enrollment is from October 15th - December 7th Get the most out of AEP by staying informed. Cigna has a variety of Medicare Supplement insurance solutions for your customers to choose from along with additional products that can be...

Humana: Agent Online Application (AOA) Plan Year Update

AGENT ONLINE APPLICATION (AOA) UPDATE [AOA Link Not Displaying 2019 Plans] Effective immediately: Please refrain from sharing your AOA link with any prospective members. At this time, your personalized link will only display 2018 plans. Already sent your AOA URL to a...

North American: A Sneak Peek at the All-New Strategic Design Annuity X

Coming November 6th, from North American New Fixed Index Annuity to Offer Income Potential, Maximize Liquidity Watch to learn more about the Strategic Design Annuity X. Its unmatched combination of liquidity and income potential allows financial professionals and...

Mutual of Omaha: Simplified Issue Underwriting Updates

Simplified Issue Underwriting Updates At Mutual of Omaha we want to make doing business with us quick and easy. That's why as of today, October 15, 2018, we no longer require mandatory phone interviews for Term Life Express, issue ages 61-70 and Guaranteed Universal...

UHC: EDC Advance Communication 2019 Star Ratings Results

2019 Star Ratings Results On Oct. 10, the Centers for Medicare & Medicaid Services (CMS) released our 2019 Star Ratings plan year performance (2020 payment year) for Medicare Advantage plans that includes Individual, Part D, Group Retiree and Dual Special Needs Plans....

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