Partner with Pinnacle
Pinnacle Financial Services is a national marketing organization licensed in all fifty states. We offer a complete line of outstanding Life, Health, Medicare, Long-Term Care, and Annuity products to meet all of 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 in multiple states, we want you to join the Pinnacle team.
Jeff Palo
Vice President - Health Sales
1 (800) 772-6881 x7716 | jpalo@pfsinsurance.com
Unlimited Resources
Pinnacle builds 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.
Free Website Tools
- Outstanding quoting software – price and plan comparisons
- Sales training and updates, plus encrypting software
- Social media marketing on Facebook, LinkedIn, Twitter, and 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
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
Compliance Training
- Customized compliance plans
- On-site assessments
Our online enrollment system for Medicare Advantage, PDP, and Medicare Supplements. Pinnacle’s exclusive all-in-one tool for Medicare quoting, comparing, and enrollments.
How Much does it Cost?
Connect4Insurance is available to all of our Pinnacle agents completely free of charge.
What Can it Do?
With Connect4Insurance, agents can look up provider directories and formularies, compare plans, add prescription drugs, and enroll electronically.
What Products is it For?
Connect4Insurance will allow Medicare insurance agents to sell Medicare Advantage, Supplements, and Part D plans all from one system.
What People Are Saying
Our Services Include
A variety of tools and training in products including Annuities, Long-Term Care, Medicare Part D, Medicare Advantage, Medicare Supplement, Life Insurance, Final Expense, HIP, Cancer, Dental, and more.
Ready to get started?
Get in touch, or register now.