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're About Partnerships

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.

What is Connect4Medicare?

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.

 

Agent Specific URL

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!

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
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Lead Programs

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

Compliance Training

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

I must say, it’s been a pleasure working with Nick Palo for the three years I’ve been contracted with Pinnacle. He has always been prompt to assist myself, and our agents, in our five-state region.

Nick’s attention to details, searching for the correct answers, and best solutions to our various issues, has made our jobs easier while meeting the needs of our beneficiaries.

M.S.

Nevada

Partner with Pinnacle Today

Complete our Contracting Packet and we’ll do the rest:

Our Product Portfolio Includes

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

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.

Contact Us Today

Nick Palo

Senior Sales Director- Health

P: 1-800-772-6881 x7728
F: 267-386-8135
E: npalo@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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