Pinnacle Financial Services Blog

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

Life Insurance Quote Requests

As a life insurance agent how do you know what rate class to quote your customer? You want to be competitive so you do not lose the business to an internet quoting tool, but you also do not want to give them an unrealistic quote that will cause you to be unable to...

read more

Starting a Medicare Sales Agency

  So you are thinking of starting a Medicare Agency. Like any business the first steps are always the most challenging. Where to start? Who to call? What type of agency am I looking to create? In this article we will take a 30,000 foot view of some items to consider....

read more

November is Long Term Care Awareness Month

  It's one of the more difficult discussions to have with a client.  But no better time than 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...

read more

Connect4Medicare is a Winner

Medicare AEP is under way and early Adopters Have Spoken: CONNECT4MEDICARE.com is a WINNER! Click, quote, and enroll in our all-in-one tool for Medicare Advantage, Part D and Medicare Supplement. It's available now to all agents, and it's free of charge....

read more

Medicare Advantage Leads

Medicare Advantage lead generation is more and more the life blood of insurance agents in the Senior Market. Here at Pinnacle Financial Services we take the time to test all lead programs before we make available. Price, return percentages, appointment ratios and of...

read more

Medicare Changes 2019

Good news coming down the road from Medicare that will enhance benefits for beneficiaries. The Medicare world continues to get stronger and more attractive. Seniors continue to get more access and more robust plan options. Here are some of the highlights coming soon:...

read more

Come Join Us!

Good news: the Medicare team at Pinnacle is tirelessly hitting a market near you. Coming up we will be attending the Florida Health Underwriters Education Symposium and Expo. Location: Palm Beach Gardens, Florida PGA National Resort & Spa September 12th-14th Stop by...

read more

Attention Medicare Insurance Agents

Pinnacle Financial Services is excited to make available Connect4Medicare.com. This tool is an all-in-one Medicare quote, compare and enroll system, now available to all agents- free of charge! Connect4Medicare.com will allow Medicare insurance agents to sell Medicare...

read more

Tips for Handling Summer Objections

Summer vacation objections got you down? Business slow during those hot months? Here are some tips to help you push through and continue to close business through summer end! Every agent has heard the standard summertime objection in some form – whether it’s vacation,...

read more