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

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

Medicare Toolkit

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

CMS Recording Rules

CMS published its 2023 Final Rule this past spring, announcing marketing requirements for both Medicare Advantage and Part D plans.


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

NEW FOR 2022: Now complete Health Risk Assessment, HRA, and get paid!

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.

Follow Us

Make sure to follow Pinnacle Financial Services on all social media for the latest updates & insurance information.

Agent Tools

CMS Recording Rules

Medicare D-SNP

New Business

Secure Email

Product Portfolio

Text Alerts

Get Equipped for Success


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

Top Contracts

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


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

Annuities, Life Insurance, and Final Expense


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


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


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

Annual Enrollment Period








Cigna | Increased HRA Payments for 2023

Get excited! Starting with 2023 effective this AEP, you can earn $125 when you enroll your Cigna Medicare Advantage customers in an eligible Medicare D-SNP or C-SNP plan and facilitate a health risk assessment (HRA) with Cigna’s Value-Based Enrollment initiative.

Aetna | CMS final rule requirements | New D-SNP HRA amount | Video podcasts and more

Earn a $110 administrative fee if your new D-SNP member completes the HRA

2023 AEP Checklist

2022 AEP is just right around the corner. There have been many changes this year the biggest being the CMS Final Rule it is very important to your success that you have all things needed in line and your checklist is complete.

Wellcare | Important CMS Regulatory Update: New Call Recording and TPMO Disclaimer Requirement

We would like to inform you of new requirements for Third-Party Marketing Organizations (TPMO) resulting from a recent ruling made by the Centers for Medicare and Medicaid Services (CMS).

Humana | One card, multiple ways to support your client’s health

Plan allowances just got more convenient. For 2023 plans, we’ve created 1 convenient card with up to 3 allowances—the Healthy Options allowance (replaces Healthy Foods Card),

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.