Pinnacle Financial Services Blog

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

November is Long-Term Care Awareness Month

Did you know that 70% of people over age 65 will require some type of long-term care services during their lifetime? This type of care can be tremendously expensive, but your finances aren’t the only thing at risk. Long-term care situations can take a...

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Business Submission Best Practices

One of the things Pinnacle prides itself on is our Enrollments team. With AEP in full swing, we spoke to a member from our team to see what some of the most common things they are seeing holding agent’s applications up from being processed this year. Below...

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Last Minute AEP Checklist

Are you stocked up on supplies for AEP? Have You:            Opened all your boxes to be sure you have all kits for all products you will be marketing this season?            Made sure you have enough Med Supp kits on hand?            Checked your amount...

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Business is Booming with Pinnacle

Now Available - You can take advantage of our guaranteed lead program! With our First-class mailer that has up to a three percent response rate, you’ll find yourself flooded with new clientele. If you want to crush it this Annual Enrollment Period,...

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Racing for a Cause in Cape May

Like many others from the Greater Philadelphia area, I have always loved spending time at the shore during the summer. When I heard about a paddleboard race for charity hosted by my friends at SUP Cape May with all proceeds benefitting the Children’s Fresh...

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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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