Helping agents better their business since 2001

Join Pinnacle Financial Services as we meet with some of the top carriers in the industry.  Register today for our cocktail and networking reception (March 10), and carrier-sponsored trainings (March 11). Hear about the latest in marketing trends, legislative updates, sales concepts, state-of-the-art technologies, and more. This is an event you can’t afford to miss out on. There is no charge to attend, so don’t delay in securing your spot.

Variety of Products

Medicare, Life insurance, Annuities, Final Expense, Health insurance, & more.

Innovative tools

Have access to the latest market information and resources to improve sales and relations with prospects.

Diverse Technology

Quoting, enrollments, and comparison systems to provide the best quality plans for your clients.

Attentive Support

Experienced and responsive team to provide a back-office for your business, wherever and whenever you need.

Join Us at the Top

Here at Pinnacle, we’re about partnerships, not titles. We build relationships with each and every agent, whether an independent broker working from home, or a large agency working multiple states.

Dates & Location

Sheraton Valley Forge

480 N Gulph Rd
King of Prussia, PA 19406
1 (484) 238-1800

Tuesday, March 10

Networking & CockTail Reception
6:00 – 9:00 pm

Wednesday, March 11

Sales Summit
8:30 am – 3:45 pm


Sheraton Valley Forge

Reservation Link
480 N Gulph Rd
King of Prussia, PA 19406
1 (484) 238-1800

Courtyard by Marriott

Reservation Link
1100 Drummers Lane
Wayne, PA 19087
1 (610) 687-6700

Valley Forge Casino Resort

Reservation Link
1160 First Avenue
King of Prussia, PA 19406
1 (610) 354-8118

Extended Stay America

Reservation Link
400 American Avenue
King of Prussia, PA 19406
1 (610) 962-9000

"Pinnacle has a team of agent supporters who go way beyond any other FMO group I have ever worked with."

– M.S., Nevada

"With an array of marketing organizations in our industry, Pinnacle certainly lives up to their name."

– J.C., Pennsylvania

"Pinnacle is the 3rd FMO we have had over the years, and by far the most professional."

– B.P., Arizona

"I’ve dealt with more brokers over the years than I can speak of, and there is no doubt I’ve found my home at Pinnacle."

– S.A., Pennsylvania

"They are professional, courteous, and always ready to assist me as issues arise. All departments are responsive and knowledgeable."

– Y.F., New Jersey

"In the generation and retention of insurance agents and clients, Pinnacle Financial Services helps create an environment where anything is possible."

– R.H., Delaware

"If you are looking for a FMO that feels like a trusted partner, look no further."

– L.S., Pennsylvania


The team at Pinnacle Financial Services has had numerous experiences in meeting with agents at various events.


Industry Experts with discussions on the latest in technology, legislative updates, panel discussions with Q&A on Medicare, life, annuities, final expense and more….

Call for details.


Leading carriers spanning Medicare, life insurance, annuities, technology, industry, and more…..

Platinum Sponsor

UHC Medicare Supplement

More Coming Soon.


Sheraton Valley Forge

480 N Gulph Rd
King of Prussia, PA 19406
1 (484) 238-1800

For more information on a specific event or date, please contact a Pinnacle Representative.



4:00 pm – 6:00 pm

Registration Opens

6:00 pm – 9:00 pm

Networking & Cocktail Reception



7:00 am

Registration Opens

7:00 am – 8:25 am

Networking Breakfast

8:30 am – 8:45 am

Kevin Shields – President & CEO, Pinnacle Financial Services

8:50 am – 9:45 am

Federal Update: Legislative & Regulatory Changes & Future Landscape
The industry-focused briefing of the changes that are, or will impact Medicare plans and a look at the landscape from those embedded in the trenches. Your opportunity to ask questions and hear those raised by your peers from across the country.

John C. Greene – Vice President of Congressional Affairs, NAHU

9:50 am – 10:15 am

Technology Showcase
See the latest tech tools, created specifically for use by Medicare distributors and agents. Presenters share their latest innovations, and what’s coming next. Krish Krishnan, a noted expert on strategy and implementation of data analytics, will introduce you to your personal data aggregator.

Krish Krishnan – Founder & CEO, Magnifact

10:15 am – 10:30 am


10:30 am – 10:55 am

Click. Quote. Enroll. Learn about this all-in-one tool for Medicare Advantage, prescription drug plans, and Medicare Supplements. Instantly quote, compare, and enroll your clients all in one place. Best of all, it’s free of charge for all Pinnacle Financial Services agents!

Bob Brzyski – Vice President of Marketing & Business Development, Pinnacle Financial Services

11:00 am – 11:45 am

Medicare Advantage Panel
Hear from the top carriers on the future of Medicare Advantage- where it is going, and the impact on agent distribution.

Panelists to be Announced

11:50 am – 12:05 pm

Oak Street Health
Lirui Li – Regional Vice President, Philadelphia | Oak Street Health

12:10 pm – 1:10 pm

Tim Tilson – Regional Sales Director, UnitedHealthcare | AARP Medicare Supplement Plans

1:10 pm – 1:25 pm

Updates on the Secure Act
Judi Carsrud – Assistant Vice President Government Relations, NAIFA

1:30 pm – 2:00 pm

Life & Long-Term Care Panel
An overview of the evolution of long-term care products, and the expansion of hybrid options. What types of hybrid LTC choices are available? What are the next steps in this industry?

Panelists to be Announced

2:00 pm – 2:15 pm


2:15 pm – 3:00 pm

Medicare Supplement Panel
Medicare Supplements and advancements in technology – what the impact will be on agent distribution.

Panelists to be Announced

3:05 pm – 3:45 pm

Closing Remarks
What’s on the horizon & raffle drawing.

Bob Brzyski – Vice President of Marketing & Business Development – Pinnacle Financial Services

Contact Us

For any questions, or immediate assistance, reach out to a Pinnacle representative.

65 W Street Rd, Suite A-101
Warminster, PA 18974

+1 800 772 6881