For additional COVID-19 resources and information, please click here.


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.

Connect4Medicare allows you to manage your Medicare sales in a virtual selling environment. Get your own compliant Medicare enrollment website now!

Walmart Retail Initiative

Imagine having your own in-store office where clients can come to you for help with their Medicare Advantage, Supplement, and-or Part D needs.

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.

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Agent Tools

Medicare D-SNP

Secure Email

New Business

Product Portfolio

Text Alerts

2021 AHIP Tips

Although some material is recycled every year, there are always AHIP rule changes that alter the material that agents need to know.

Transamerica | EMSI Closes: Effective July 3

On 7/3, Examination Management Services, Inc. (EMSI) notified Transamerica of its plans to immediately cease operations. This communication was unexpected.

5 Mistakes to Avoid in Retirement

You have spent a lifetime planning for your retirement goals, and other investments. However, the planning does not stop just because you have retired.

AIG | Coming Soon: LIMITED PAY Guaranteed Issue Whole Life

As of July 24, 2020 a new version of AIG Guaranteed Issue Whole Life (GIWL) product will be replacing the currently offered one.

2021 Simply Healthcare Certification Information

Simply Certifications and contracting are now open until October 1, 2020. In order to become ready-to-sell, you must complete in order: 2021 AHIP 2021 Anthem Certifications Face-to-Face training,...

Selling Medicare Supplements Over the Phone

Because of the uncertainty surrounding COVID-19 and social distancing, selling business over-the-phone has become more critical than ever.

2021 United Healthcare Medicare Certification

Usually the first to launch the Annual Enrollment Period as a major carrier, UnitedHealthcare will be live this year on June 29th, 2020.

Humana | New updates from Vantage Hub! DE Status Check Tool!

Vantage Hub continues to deliver updates that make our agents lives easier. See what Humana has in store for you this month.

2021 Medicare Advantage First Looks

2021 Medicare Advantage Season has officially begun! With the launch of 2021 AHIP on June 22, we have officially started the process for the upcoming AEP.

UnitedHealthcare | JarvisWRAP for July 2

NEW! Access 2021 UHC Certifications in our new learning management system called Learning Lab for simplified use, clearer assignments, and easier tracking.

Countdown to Annual Enrollment Period








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.