2025 Proposed Rule From CMS

Urgent Find Out How This Will Impact Agents and Agencies

Medicare Toolkit

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


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

Now complete Health Risk Assessment, HRA, and get paid!

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.

Follow Us

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

Medicare OEP

Medicare Open Enrollment Period, or Medicare OEP, is an opportunity for clients to make certain changes to coverage. Beneficiaries can make a one time change from January 1st until March 31st each year subject to certain rules.

2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare OEP

New Business

Secure Email

Product Portfolio

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.

OEP Ends








Independence Blue cross | Update regarding Change Healthcare cyber security incident

Update regarding Change Healthcare cyber security incident
Last week, Independence Blue Cross confirmed and communicated to brokers and clients

Cigna | Medicaid lookup tool on CignaforBrokers

Last year, we launched our Medicaid lookup tool, which makes it easy to check your customers’ Medicaid status. This tool is available to brokers selling in the Alabama, Arkansas, Colorado, Connecticut, Florida, Georgia, Maryland, Mississippi, and Pennsylvania

Americo | LEAP into Extra Cash on Your IUL Sales!

Earn $100 per application on the first five IUL applications you write. To qualify for the cash bonus, applications must be submitted and paid by April 30, 2024. See the contest flyer for details.

Cigna | Wincentives 2024: Leads to grow your business and rewards when you do.

2024 brings next-level growth potential.
This year’s incentives can help you get there and reward you when you do.

4 Ways To Harness the Power of Life Insurance in Estate Planning

While life insurance is commonly associated with providing financial protection for loved ones to cover final expenses, it can also serve as a valuable and versatile tool in estate planning.

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.