Pinnacle Financial Services is a national marketing organization licensed in 50 states. We offer a complete line of outstanding life, health, Medicare, long-term care, and annuity products to meet your client’s needs.
- Outstanding Quoting Software – Price & Plan Comparisons
- Sales Training & Updates, Plus Encrypting Software
- Social Media Marketing on: Facebook, LinkedIn, Twitter & Youtube
- Interview based online contracting system– Do it just one time!
- Medicare, Life, Annuities, and
- Custom Tailored Marketing Programs for Your Business
- New Business CRM Available
- Discounted CE Credits
- Discounted E&O
- Enrollment and New Business Practice (We’ll review, process and
track your business)
- Online Enrollment Tool for Medicare Products – Connect4Medicare
Fixed Index Annuities
What is a Fixed Index Annuity, and how can you determine the right Income Rider for your client?
Medicare Made Simple
Learn more about Medicare and how your client will select their individual Medicare plans.
Selling Final Expense
What is Final Expense, and what is the buying cycle needed for selling?
If you are looking for a FMO that feels like a trusted partner, look no further.
The website is awesome, and very easy to get quotes and compare the different plans in the area.
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.
I know I can count on the folks at Pinnacle to be there for me.
Y.F., New Jersey
- Look up provider directories and formularies
- Compare plans
- Add prescription drugs
- Enroll electronically
Connect4Medicare will allow Medicare insurance agents to sell Medicare Advantage, Medicare Supplements, and Part D plans all from one system.
New for 2019: Agents can add their own client enrollment link to their website and marketing, allowing clients to click, compare, and enroll themselves in a plan. Agents will get credit for the sale and get paid!
Ready to get Started?
Send a member of our team a message with any questions you may have.