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.

Schedule Time

Serena Tippett

Regional Vice President

1 (800) 772-6881 x7715 | sbugryn@pfsinsurance.com

Medicare Made Simple

Connect4Insurance Whitepaper

Virtual Selling Whitepaper

SEP for Dual Eligibles

Contract Form

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.

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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!

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Lead Programs

Medicare, Life, Annuities, and Long-Term Care
Custom-tailored marketing programs for your business

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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

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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.

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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

“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.”

S.A., Pennsylvania

“I know I can count on the folks at Pinnacle to be there for me.”

S.F., New Jersey

“If you are looking for an FMO that feels like a trusted partner, look no further.”

L.S., Pennsylvania

“The website is awesome and very easy to get quotes and compare the different plans in the area.”

J.B., Virginia

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.