Who We Are The Pinnacle Team will guide you every step of the way.
Jeff Palo, Angela Palo, Nick Palo, and Bob Brzyski
An Extensive Toolchest We provide every tool you need to succeed.
Compliant & Secure Our team of experts keep you compliant and your data safe.
Decades of Experience We’ve served agents for more than 25 years.
Experience the Pinnacle Difference
Pinnacle Financial Services is a national field marketing organization, or FMO, providing insurance products including Medicare, Annuities, Life, Ancillary Health and ACA. With agents in every state, Pinnacle is well-positioned to serve agents and their clients’ insurance needs. The company is built on a solid foundation of excellent client service and in-depth market knowledge.
For more than 25 years, Pinnacle Financial Services has had one simple mission: to empower insurance professionals with the tools, technology, knowledge, and support they need to grow and succeed. We believe in building a partnership with each and every agent. Whether you are an independent broker working out of your home or a large agency working in multiple states, we want you to join the Pinnacle team.
Why Choose Pinnacle?
We offer the tools, support, and training to best spend your time and expand your insurance business
Advanced Technology
Direct Commissions
Broker Support
Exclusive, Low-Cost Leads
Cross-Selling Experience
Knowledgeable Support
Join Us At The Top!
Pinnacle Financial Services is a national marketing organization, or FMO, providing insurance products including Medicare, Annuities, Life, and ACA. With agents in every state, Pinnacle is well-positioned to serve agents and their clients’ insurance needs. The company is built on a solid foundation of excellent client service and in-depth market knowledge.
We are about building a partnership with each and every agent. Whether you are an independent broker working out of your home or a large agency working in multiple states, we want you to join the Pinnacle team.
Our Story
Pinnacle Financial Services was founded by its current president, Kevin Shields, who has served as an executive with some of the largest and most respected insurance companies in the industry.
Kevin Shields, along with Executive Vice President Angela Palo, directs a full service and support staff. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. Through understanding the customers in the market we serve, we are the company of choice for the insurance products and services we offer.
But enough about us.... we know it takes two to tango, that's why our motto is
You've Got The Talent, We've Got The Tools!
It's all about shared success!
Your Reliable Partner in Insurance Brokerage As our partner, your contribution is your selling skills, and ours is superior support.
We start at the foundation. Our contracting process is an online interview that gathers the necessary data to populate your contracting paperwork for all of the carrier(s) you select. All with just a few mouse clicks! Your information is then securely stored for future use, so you may quickly contract with additional carriers at any time.
Experience the
Pinnacle Difference
The deal is this: you sell and we take care of everything from submission to commission. Our toolkit is extensive. Once entered into our system, you have access to all of our carriers. Your information is securely stored and you can add additional carriers at any time. Never fill out contracting paperwork again!
What makes Pinnacle Stand Out?
Depending on the carrier, we can lay claim to all of these titles, but what do they mean? Simply put: they’re industry-created designations, self-appointed titles, and a jumble of letters.
BGA BROKERAGE GENERAL AGENCY
NMO NATIONAL MARKETING ORGANIZATION
NMA NATIONAL MARKETING ALLIANCE
FMO FIELD MARKETING ORGANIZATION
IMO INDEPENDENT MARKETING ORGANIZATION
Who We Serve
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.
Independent Agents Support, tools, and training to help independent agents grow their business.
Agency Principals Scalable solutions to help agencies expand, recruit, and streamline operations.
Legacy Agents Guidance and support for agents planning retirement or business transition.
News & Blogs Stay up-to-date on the latest industry insights.
Community
The team at Pinnacle Financial Services is very fortunate. Because of this, we try to spend our time and services giving back to others. Below is a list of charities and organizations that Pinnacle has chosen to support over the years.
Causes We Support
