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Pinnacle Financial Services Blog

Stay up to date with our most recent news and updates.

Barriers

Barrier: A circumstance or obstacle that keeps people or things apart or prevents communication or progress. One of the tough things about writing a blog is writing about things you think your readers will care about. I have done a lot of traveling over the past few...

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Leads, Leads, Leads….

Now that I have your attention - we know all too well how important marketing and lead generation is to your practice. Here at Pinnacle Financial Services, we test new lead programs on a regular basis to make sure that when we offer a program to our agents, it’s...

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A championship FMO in a championship city

As everyone knows by now, our Philadelphia Eagles are the 2017 NFL champions, Villanova is in the final four, Sixers are doing great and the Flyers are on the hunt. Here at Pinnacle, we can be compared to our winning sports teams in several ways. Not only are we the...

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On The Road Again…

We just finished our first week of Pinnacle University seminars and we are so grateful to have met so many wonderful new agents! Our first leg of the trip included dates in Vienna, Richmond and Newport News, Virginia. Topics of our seminars included sales strategies...

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Road Warriors

Pinnacle Financial is coming to a town near you to spread the word…we are making available all the tools, products and programs to make your business grow! These include our guaranteed response Medicare lead programs, pre-set appointments, online enrollment software,...

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Why Partner with Pinnacle?

The experts at Pinnacle Financial Services will provide you with everything you need to grow your business in the senior market. Not all FMO’s are the same, so why choose us? Let’s go over just a few of the facts. Pinnacle offers a vast array of easily accessible...

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AEP is over, and it’s time to talk D-SNP Plans

Just because AEP has ended doesn’t mean you’re Medicare selling opportunities have ended. If you are looking for an ongoing commission stream, selling D-SNPs Medicare Advantage Plans are the answer. Selling D-SNPs is a great opportunity to expand your business! When...

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2018 Incentives

It’s a new year! Are you aware of the variety of incentives that are available? From Medicare Supplements to Final Expense, it’s not only a great way to earn some extra cash, but also to double up in your client’s household and cross-sell. Get all the details now!...

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Pinnacle and the Future of Insurance

When contracted with Pinnacle Financial Services, agents have access to our exclusive online enrollment system. With this tool, agents can have client’s login and compare a personalized Medicare drug and Medicare advantage plan quote in relation to what drugs they are...

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