FMO – (FIELD MARKETING ORGANIZATION) | IMO – (INDEPENDENT MARKETING ORGANIZATION) | NMA – (NATIONAL MARKETING ALLIANCE) | NMO – (NATIONAL MARKETING ORGANIZATION) | BGA- (BROKERAGE GENERAL AGENCY)
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.
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.
Community
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.
Alpha Bravo Canine
Alpha Bravo Canine’s mission is to provide trained service dogs to U.S. military veterans who suffer from Post-Traumatic Stress Disorder (PTSD), Traumatic Brain Injuries (TBI), and other combat-related disabilities.
Walk to End Alzheimer's
The Alzheimer’s Association’s Walk to End Alzheimer’s is the nation’s largest event. to raise awareness and funds for Alzheimer’s care, support, and research. Together, we can end Alzheimer’s disease, the nation’s sixth-leading cause of death.
Gilda's Club
Pinnacle proudly participated in Gilda’s Club’s Back to School Drive. Located in Warminster, Gilda’s Club offers free support to anyone with cancer, with a special program designed for children.
Alex's Lemonade Stand
Alex’s Lemonade Stand’s mission is to raise money and awareness of childhood cancer and its causes, primarily funding research into new treatments and cures. Its goal is to encourage and empower others, especially children, to get involved and make a difference for children with cancer.
Angel 34
Since its establishment in 2003, Angel 34 is committed to bringing hope and healing to the children and families of those affected by childhood cancer.
Movember Foundation
Movember creates fun and engaging campaigns to raise money and awareness for testicular cancer, prostate cancer, and men’s mental health.
ALS Association
Established in 1985, the ALS Association is the only national non-profit organization fighting Lou Gehrig’s Disease on every front.
Children's Miracle Network Hospitals
Pinnacle has had representatives participate in the 5th Annual Hershey Half Marathon, presented by Capital Blue Cross, to benefit Children’s Miracle Network at Penn State Hershey Children’s Hospital.
Wounded Warrior Project
Wounded Warrior Project (WWP) serves veterans and service members who incurred a physical or mental injury, illness, wound, or co-incident to their military service on or after September 11, 20221, and their families.
Why Choose Pinnacle?
We offer the tools, support, and training to best spend your time and expand your insurance business
Easy OnboardingÂ
Broker Support
Cross-Selling Experience
Direct CommissionsÂ
Exclusive, Low-Cost Leads
Knowledgeable Support