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2022 Pinnacle Financial Services Sales Summit

2022 Pinnacle Financial Services Sales Summit

2022 Pinnacle Financial Services Sales Summit

April 26, 2022

The Pinnacle Financial Services 2022 Sales Summit is the best insurance sales convention for agents looking for content geared toward growing sales.

This year’s summit went off in grand fashion with an inspiration live rendition of the

Star-Spangled Banner which had the crowd standing, cheering, and ready for the day!

The Summit was held on March 24th, 2022 at the Sheraton Valley Forge in King of Prussia Pennsylvania, and included a jam-packed agenda of diverse speakers with content focused on things insurance agents do to grow their business.

Summit Content:

Topics discussed included Multi-Cultural Marketing, SEO, Facebook Marketing, Seminar programs for Medicare and Annuities as well as an amazing keynote presentation from Vince Papale.

Summit Keynote:

In 2006 Walt Disney Pictures continued their triumphant tradition of motivating sports stories with the release of INVINCIBLE. It’s a stirring football drama starring Mark Wahlberg as Vince Papale, an ordinary guy who, against all odds takes his shot at every fan’s fantasy of going from the grandstands to the gridiron and becomes a beloved member of the Philadelphia Eagles football team. Vince’s presentation had everyone inspired by his never say quit attitude.

Summit Carrier Sponsors:

We also had in attendance the most influential insurance companies in the Medicare, annuity, life insurance, and healthcare industry. Representatives were in attendance from carriers such as UnitedHealthcare, CIGNA, Aetna, Nationwide, Brookstone Capital, Humana, Independence Blue Cross, Anthem, and more!

Summit Wrap Up:

As a leading FMO in the senior market, Pinnacle Financial Services is happy to be able to bring together all the top industry experts to you for a one-day event that is 100% geared to growing your sales.

The Pinnacle Sales Summit is always 100% free to attend for all insurance professionals looking for content that is second to none.  Don’t get fooled into paying hundreds or thousands at other events.  At Pinnacle we invest in your success!

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Bob Brzyski

Bob Brzyski

Vice President Marketing

x7742 | bbrzyski@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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2022 Pinnacle Financial Services Sales Summit

2022 Sales Summit

2022 Sales Summit

January 14, 2022

Pinnacle is excited to announce our 2022 Sales Summit. Join us on March 24th at the Sheraton Valley Forge in King of Prussia Pennsylvania, for a full day of interaction with some of the top insurance carriers, lead carriers, and technology companies in the senior market. Hear about the latest in marketing trends, legislative updates, sales concepts, state-of-the-art technology, and more.

We are excited to have our keynote speaker Vince Papale joining us. In 2006 Walt Disney Pictures continued their triumphant tradition of motivating sports stories with the release of INVINCIBLE. It’s a stirring football drama starring Mark Wahlberg as Vince Papale, an ordinary guy who, against all odds takes his shot at every fan’s fantasy of going from the grandstands to the gridiron

This year’s summit will include presentations that are geared towards growing your business.  Presentations on Facebook Marketing, SEO training, Multicultural Marketing, Seminar selling, and more.

We also have some of the most influential insurance companies in the Medicare, annuity, life insurance, and healthcare industry. Representatives will be in attendance from carriers such as United Healthcare, CIGNA, Aetna, Nationwide, Lincoln Financial, Humana, Independence Blue Cross, Anthem, and more!

As a leading FMO in the senior market, Pinnacle Financial Services is happy to be able to bring together all the top industry experts to you for a one-day event you cannot afford to miss.

Registration is free and required to attend. Space is limited, so don’t delay in securing your spot at the one insurance sales meeting you need to attend in 2022.

For more information or to register, visit www.pfssummit.com or call us today at 1 (800) 772-6881 x7731.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Bob Brzyski

Bob Brzyski

Vice President | Marketing & Business Development

x7742 | bbrzyski@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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2022 Medicare Premiums and Deductibles

2022 Medicare Premiums and Deductibles

2022 Medicare Premiums and Deductibles

November 29, 2021

CMS has announced the Medicare 2022 Parts A & B premiums and deductible changes. Medicare Part B premiums for 2022 are increasing from $148.50 to $170.10 a month. For those higher-income earners, the amounts are also going up across the board. 

See the announcement by visiting CMS.gov. Some other changes include the Part B deductible increasing from $203 in 2021 to the new $233 for 2022. 

For all your Medicare questions reach out to the Pinnacle Financial team today at 800-772-6881 x-7731 or email Healthsales@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Bob Brzyski

Bob Brzyski

Vice President | Marketing & Business Development

x7742 | bbrzyski@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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What is the SECURE Act?

What is the SECURE Act?

What is the SECURE Act?

October 28, 2021

 The SECURE Act, which was officially enacted on Jan. 1, 2020, is now the largest retirement reform to impact the economy since the Pension Protection Act of 2006.

The SECURE Act has brought significant change to the beneficiary payout options of IRAs and other qualified accounts. Secure Act did not change the payout rules for beneficiaries of nonqualified annuities (both deferred and immediate).

For the beneficiaries of nonqualified annuities, the potential wealth transfer effectiveness of life expectancy-based payments is still a tool that we can use to meet inheritance planning goals.

In regard to Non-Spousal Inherited IRAs (Qualified Money), Nationwide Peak 10 could be a solution for these cases. Please note, for most individual non-spouse beneficiaries the payout requirement is 10 years when the owner dies in 2020 or thereafter. There are several exceptions that still allow a life expectancy-based payout:

  • Spouses
  • Minors
  • Individual with disabilities
  • Chronic Illness
  • Individuals that are less than 10 years younger

A great solution for retirement planning to fit these needs is the Nationwide Peak 10 fixed index annuity. Several things to keep in mind when positioning Nationwide as a solution:

  • With Peak 10 being a 10-year contract, the purchase of the new annuity needs to happen in the same year of death. From a Suitability perspective, Nationwide would be unable to accept this business if the death occurs in the prior year (10-year rule and Peak 10 being a 10-year contract).
  • Account must be liquidated by 12/31 of the 10th year after the owner’s death.
  • Life expectancy payouts may continue where the owner died prior to 2020
  • The 10 Year Rule does not require annual or periodic distributions
  • Spousal Protection Feature is available on these contracts
  • Living Benefits are not available

The annuity team at Pinnacle Financial Services is here to assist with all your case design solutions.

Reach out to a team member at 800-772-6881 x-6003 or email annuity@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Bob Brzyski

Bob Brzyski

Vice President | Marketing & Business Development

x7742 | bbrzyski@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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GlicRx Discount Prescription Drug Card

GlicRx Discount Prescription Drug Card

GlicRx Discount Prescription Drug Card

August 23, 2021

GlicRx

GlicRx is a free discount prescription drug discount card providing consumers up to 80%* savings on purchases of prescription drugs at over 35,000 pharmacies nationwide.  Individuals can easily search and find all the savings for their specific prescriptions while using the GlicRx prescription drug discount card.

money in prescription bottle

GlicRx for Agents

Great news!  Pinnacle Financial Services is now a preferred organization making GlicRx available for agents and agencies to give to everyone.  Easy and quick to get set up.  GlicRx will give a personalized landing page and code for agents to give the GlicRx prescription drug discount card free to everyone and GET PAID! 

Good Alternative to GoodRx

Many of you probably know about the GoodRx prescription drug discount card.  Did you know that GoodRx has now partnered with GoHealth?  This now puts your clients AT RISK of being sold health insurance and Medicare products by GoHealth.  Don’t RISK even one client by not offering the GlicRx card.

Getting Started with GlicRx

To get set up for GlicRx today reach out to the team at Pinnacle Financial Services.  We can be reached at 800-772-6881 x-7731 or email Healthsales@pfsinsurance.com.

The GlicRx Prescription Savings Program is not insurance. To learn more about the GlicRx

Prescription Savings Program, including eligible pharmacies, included prescriptions and related pricing,

and other important terms and conditions and contact information, please visit GlicRx.com.

*Prescription savings vary by prescription and by pharmacy and may reach up to 80% off cash price.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Bob Brzyski

Bob Brzyski

Vice President | Marketing & Business Development

x7742 | bbrzyski@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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