Pinnacle Financial Services Blog

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

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,...

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Fixed Index Annuities: Income for Life

These days, pensions are becoming less and less of an option for retirees, especially in the private sector. Clients entering retirement are more likely to have a 401k or other retirement plan which they have been contributing. In essence, employees are the ones who...

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2019 Medicare Advantage Commission

We have some good news coming to agents for 2019 Medicare Advantage Commissions: CMS has announced an increase!   CMS 2019 Medicare Advantage Commissions Announced as Following: MA and Section 1876 Cost Plans Compensation Type National Connecticut, Pennsylvania, &...

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Medicare Supplements

Looking for the Top Medicare Supplement FMO? Pinnacle Financial Services is a leading FMO offering Medicare Supplement plans from the top insurance companies in the industry including United Healthcare, Aetna, CIGNA and Mutual of Omaha to name a few. As a Medicare...

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Fixed Annuities

Have you ever tried to approach a potential client about an annuity product and received some push back, or even worse, a firm “not interested”? Although annuities can be misunderstood by the general public and can often require you to educate your clients, they may...

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Scope of Appointment

Compliance is always on the mind of agents working in the Medicare Advantage Market. Nothing over the years has been as edged in stone as the need to complete the scope of appointment for every Medicare Advantage sale. The rules have been tweaked but the requirement...

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Filling the Gaps with Ancillary Products

With medical costs through the roof and so much uncertainty surrounding the future of The Affordable Care Act, many people are deciding not to enroll in major medical health insurance plans. Millions of people in the U.S. just can’t afford rising monthly premiums and...

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Setting Appointments from Leads

If it’s one thing I’ve learned in this industry, it’s that you can’t survive without leads. As an insurance agent myself, I understand leads are an insurance agent’s bane of existence. But what happens after you get that lead? What’s next? These are questions that...

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