About Us

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Depending on the carrier, we can lay claim to all of those titles above. 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.

Pinnacle has all the companies, and makes it so easy to do business. They scrub the applications and, if you are missing something, they let you know. – S.A., Pennsylvania

I have been working through Pinnacle Financial Services for 5 years. They are professional, courteous, and always ready to assist me as issues arise. All departments are responsive and knowledgeable. – Y.F., New Jersey

I have been doing business with Pinnacle for more than 18 years. The reason why I am loyal to them is that they are loyal to me. The people are friendly and helpful, and the service is great. – S.N., Missouri

Experience the Pinnacle Difference

Once on-boarded, agents generally experience a 20 – 40% increase in production! Like any good partnership, we’re happy you’re happy- it’s all about shared success.

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!

Once contracted, we give you the keys to the tool chest. We’ll do the research and help you select the right carriers and products for all of your client’s needs. Because our job is to make that process as easy as possible, our website has every type of quoting tool you’ll need. This includes everything from Medicare Advantage, Medicare Supplements, and Prescription Drug Part D plans, to Long-Term Care, Annuity, Final Expense, and Term Life Insurance. We also provide easy access to any available e-apps to help you go paperless and fill in applications on the go.

To help get you in front of more clients, we offer lead programs including per-lead, pre-set appointments, mailings, or lists. We also offer cost sharing programs or provide leads free, based on your production.

Pinnacle offers customized compliance plans to guide you through the process. We’ll also do on-site assessments to ensure your place of business is within all industry guidelines.

A large team of dedicated senior market specialists is available to assist you with questions, client eligibility, and developing marketing strategies. We offer face-to-face training, web based training and webinars. Everything is posted online for you to review at your leisure. At the end of the day, like any good partnership, we are happiest when you are happy. It’s all about shared success.


The team at Pinnacle Financial Services is very fortunate. Because of this, we try to spend our time and services giving back to others. Below is a list of charities and organizations that Pinnacle has chosen to support over the years.

Why Choose Pinnacle?

We offer the tools, support, and training to best spend your time and expand your insurance business

Easy Onboarding 

Broker Support

Cross-Selling Experience

Direct Commissions 

Exclusive, Low-Cost Leads

Knowledgeable Support

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.