Partner with Pinnacle

Join Us At The Top

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.

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Unlimited Resources

We’re about partnerships. We build unique relationships with each and every agent. Whether you’re a financial advisor, broker, or independent insurance agent working from home, or a large agency working multiple states, we want you to join the Pinnacle team.

Services

Free Website Tools

  • 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!

Lead Programs

  • Medicare, Life, Annuities, and
    Long-Term Care
  • Custom Tailored Marketing Programs for Your Business

Compliance Training

  • Customized Compliance Plans
  • On-Site Assessments

Agent/Agency Tools

  • 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

Our Portfolio Includes

Annuities, Long-Term Care, Life Insurance, Medicare Part D, Medicare Advantage, Medicare Supplement, HIP, Cancer, Dental, and More.

Products

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.

Final Expense

What is Final Expense, and what is the buying cycle needed for selling?

Pinnacle University

Secure Your Spot for This Year's Training!

Medicare, Life, and Annuity agent sales training- across the United States. Secure your spot for this year’s training to learn about:

  • Selling Medicare Advantage year round
  • Lead programs
  • Full commissions
  • Local support
  • Online enrollment system: Connect4Medicare
  • The latest on
    • Annuities
    • Life Insurance
    • Final Expense
Learn More

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

J.C., Pennsylvania

They are professional, courteous, and always ready to assist me as issues arise.

Y.F., New Jersey

Pinnacle Financial Services helps create an environment where anything is possible.

R.H., Delaware

Pinnacle is a great asset to our customers and to our agency!

R.T., Arizona

I am delighted by the support provided to my agency and to my agents.

S.C., Florida

Click. Quote. Enroll.

Our new, online enrollment system for Medicare Advantage, PDP, and Medicare Supplements. Pinnacle’s exclusive all-in-one tool for Medicare quoting, comparing, and enrollments.

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How Much Does it Cost?

Connect4Medicare is available to all of our Pinnacle agents- free of charge!

What can You do with It?

The program was created by the same group that had developed the Medicare.gov system. With it, you can:

  • Look up provider directories and formularies
  • Compare plans
  • Add prescription drugs
  • Enroll electronically

What Products is it For?

Connect4Medicare will allow Medicare insurance agents to sell Medicare Advantage, Medicare Supplements, and Part D plans all from one system.

Are There any Unique Features?

New for 2019: Agents can add their own Connect4Medicare 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?

Contact us with any questions you may have.

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