Partnering with Pinnacle

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.

We build partnerships 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.

Click. Quote. Enroll.


Connect4Medicare instantly quotes, compares, and enrolls your Medicare Advantage, Part D, and Medicare clients all in one place. Best of all, it’s free of charge to all Pinnacle Financial Services agents.


Add your Connect4Medicare client enrollment link to your website, emails, or social media. This will allow clients to click, compare, even enroll themselves in a plan- and you’ll get credit for the sale.

Learn More

Free Website Tools

  • Outstanding Quoting Software- Price & Plan Comparisons
  • Sales Training & Updates, Plus Encypting Software
  • Social Media Marketing on: Facebook, LinkedIn, Twitter, & YouTube
  • Interview-Based Online Contracting System- Do it One Time!

Lead Programs

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

Agent & Agency Management Tools

  • New Business CRM Available
  • Discounted CE Credits
  • Discounted E&O
  • Enrollment and New Business Practice (We’ll Review, Process, & Track your Business)
  • Online Enrollment Tool for Medicare Products – Connect4Medicare

Compliance Training

  • Customized Compliance Plans
  • On-Site Assessments
  • Compliance Training

I can always count on Jeff and his team for training, enrollment tracking, and ongoing help- no matter the need.
Pinnacle is also helping us expand our business across the U.S. To a person, they are excellent! I highly recommend them to any broker.

- J.L., New Jersey

Our Product Portfolio Includes

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

Experience the Pinnacle Difference

Our agents generally experience a 20-40% increase in production!

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.

Jeff Palo

Senior Sales Director - Health

x7716 | jpalo@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.