Pinnacle Financial Services

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About Us

Pinnacle University Sales Training

See what everyone’s talking about…

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Not in MN for Medicare Adv?

It’s going to cost you!

Call us now for information on which carriers you have available.



Pinnacle University 2018

Medicare, Life and Annuity Agent Sales Training…

You Don’t Want to Miss It!

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Want to Earn Extra Dough?


2018 Medicare Supplement Bonus Program

Between January 1st – December 31st, 2018, submit qualifying applications of individual Medicare Supplement* and receive a bonus payout of $100 per underwritten policy
and $25 per open enrollment policy issued.



Ask about our innovative, online data entry tool –

that sends your apps right to the carrier!


Pinnacle University 2017 Recap

See where Pinnacle has been traveling these past few months!

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CIGNA Med Supp Product Launch

Americo's Agent Incentive Program

For Medicare Supplement.Spend your reward how you want.
It’s up to you. The possibilities are endless.

Qualification Period: March 1, 2018 – August 31st, 2018

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All New PFS Mobile Quoting Tools!

Medicare Quotes Right At Your Fingertips.

Available for iPhone and Android.

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New Mobile Term Quote


Quote on the go with ease.

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Short-Term HHC Insurance Revolutionized

3 Benefit Options –
$150, $300 or $450 maximum daily benefit

Cross-Selling Opportunity

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New, Industry Leading Final Expense Solution

Meet your client’s needs with Guaranteed Assurance With Guaranteed Assurance, everyone can qualify regardless of health issues
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Join Us on Social Media

One of the most experienced insurance marketing organizations in the country

Top Carriers and Contracts in the senior market


Long Term Care Insurance Solutions - More than just the traditional LTC Product

At Pinnacle, we have over 30 years 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!


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News & Events

Aetna: Prelaunch AET Broker Alert- Everything You Need for 10/1 | 2019 Plan Guides | Data Encryption | Flu Vaccine Info

Medicare Producer News Individual MA/MAPD, PDP: September 21, 2018 Everything you need for October 1st Download 2019 plan guides NEW and improved provider look-up website Keeping your date safe: Full-disk encryption Flu season is coming- Review how members can get a...

Aetna: Do You Have the Right Tools for AEP?

Do You Have the Right Tools for AEP? The Medicare Annual Enrollment Period (AEP) starts October 15th, and now is the time to get ready for your clients by having the right sales materials on hand. The best way to make sure you're using the most current application and...

CMS: New Medicare Card- Progress Updates

Important: New Medicare Card Update The Centers for Medicare & Medicaid Services (CMS) has been getting the new card information out to all Medicare recipients. Providers are now successfully using the new Medicare Beneficiary Identifier. To get an update on the...

Aetna: Michigan Agents- New Effective Date for AHLIC Medicare Supplement Rate Adjustment

New Effective Date for Michigan Rate Adjustment The rate adjustment previously communicated for individual Medicare Supplement* policies, currently available in Michigan, will now be effective November 1st, 2018 instead of October 1st, 2018. *Underwritten by Aetna...

Aetna: 2019 AEP MA/MAPD Marketing Materials are Now LIVE on MMS

Aetna's 2019 AEP MA/MAPD Marketing Materials are now LIVE on Medicare Marketing Studio Great news! If you're "ready to sell" for 2019, you can now begin previewing and ordering marketing materials for 2019 AEP on Aetna's Medicare Marketing Studio (the Studio). It's...

UnitedHealthcare: UPDATED 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...

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