Pinnacle Financial Services Blog

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

Make Final Expense Easy for Your Clients!

Many funeral expenses can cost upwards of $10,000 and can be a financial burden for loved ones. Final expense insurance is often the right solution for clients who want coverage to help with these immediate needs after they pass away. Final expense...

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DOL Update – OMB Approves Delay

The Office of Management and Budget (OMB) has responded quickly to the Labor Department's request for a delay. Full implementation of the 2017 DOL ruling has officially been delayed to July 2019. How does this affect us? This DOL ruling pertains to any business...

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AEP is Right Around the Corner

With AEP right around the corner Pinnacle is working diligently to help our agent’s position themselves as the go-to insurance agent in their community! A popular topic of discussion this time of year is sales seminars and marketing events. It is crucial to understand...

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Making Magic with Mascara Wands!

"As an avid wildlife supporter, I always try to find ways to help. I found out about the Appalachian Wildlife Refuge of NC through a friend, and quickly learned about their different donation programs. One of their programs combines conservation along with wildlife...

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2 Brand New Products with 1 A+ Carrier!

As many of you know, there have been a lot of Life and Annuity product changes as a result of the 2017 DOL Ruling. While some products are going away, we are very excited about some of the NEW products that are being rolled out! North American – one of our preferred...

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IMPORTANT: CMS changes the rules on SOA

In the past, agents were required to get the Scope of appointment 48 hours in advance. This often prevented a hardship because clients were reluctant and couldn’t understand why they, the agent wouldn’t just do both at once. Under the new verbiage, CMS still requires...

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Protecting Yourself with Medicare

Did you know that hepatitis kills close to 1.4 million people every year? Fortunately, Medicare can help keep you protected from the most common types of viral hepatitis strains—Hepatitis A, Hepatitis B and Hepatitis C. Generally, Medicare Part D (prescription drug...

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Medicare Advantage Commissions Increase for 2018!

For the third year in a row, Medicare Advantage commissions have increased in every state. Any new, and current commissions, will be adjusted to the 2018 levels (meaning you get paid more on old renewals!). Medicare Advantage commission rates are broken down into 3...

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Pinnacle Day at the Ballpark!

Phillies Win! Yes, our hometown team has had a tough year, but this year on Pinnacle day at the ballpark our Phillies were able to squeak out a win. Each year the entire Pinnacle Family partners with Angel 34 for a day at the ballpark to catch a Phillies game. Angel...

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