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.
Director of Sales - Life & Final Expense
1 (800) 772-6881 x7794 | email@example.com
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.
- 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!
- 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
At Pinnacle, our experience and knowledge with Fixed and Indexed Annuities allow us to provide you with the most cutting-edge products, superior case design, and the highest level of industry knowledge.
The personal touch of our new business team and one on one support will make all the difference with your annuity sales.
Training & Support
While you focus on selling, our team takes care of everything else- from submission to commission- with our extensive toolkit. Once entered into the Pinnacle system, agents will have access to all of our carriers, services, and resources.
Whether you need assistance with training, technology, case analysis, or product training the experience and friendly staff at Pinnacle is here to help.
From Final Expense, Term, Universal, and Indexed Universal the Life Team at Pinnacle Financial Services and provide solutions to fit all of your client’s needs. The team will provide support on case design, illustrations, underwriting, and more to make sure that you are ready for your next sale.
Reach out to the experience Life Insurance staff at Pinnacle Financial Services before you go on your next appointment.
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.”
“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.”
“The website is awesome and very easy to get quotes and compare the different plans in the area.”
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.
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