AEP information is out NOW. For resources and certification details, please click here.

AEP Toolkit Now Updated

Click to get the latest First Looks for 2022 and Up-to-Date Certification details now.


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

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


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

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

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.

Medicare Toolkit

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

Follow Us

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

Agent Tools

Medicare D-SNP

Secure Email

New Business

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 Ends








Aetna | Medicare Producer News

1 day left! Review end-of-AEP deadlines
NEW Your Healthy Rewards program lets members earn $$$

Wellcare | AEP Weekly News

With less than a week remaining until the close of 2022 Medicare AEP, we wanted to provide information on the following topics we are sure you will find helpful as you continue to work with your clients:

Pinnacle | Reminders for the End of AEP 2021

AEP ends on Tuesday, December 7th. This means that all Medicare AEP marketing efforts must cease on that date. Please follow the guidelines specified below.

Cigna | AEP is almost over

December 7 marks the last day of AEP! As you know, per CMS, there are several rules regarding last-minute applications.

Cigna | We’ve extended the HRA deadline

By now, we hope you’ve had the chance to dive into our new value based enrollment health risk assessment (VBE HRA).

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.