During such a trying time for most Americans, our Pinnacle-partnered agents have been viewing this crisis as somewhat of a sales opportunity.  While we are facing new challenges with concepts like virtual meetings and enrolling clients with various electronic applications, we are seeing a huge influx in life insurance and annuity activity. All our prospects are sitting at home right now, so there is no better time to call to solicit business to people like fence-sitters, ticklers, and even aged leads!

Many of our life and annuity lead companies have pivoted to the changing environment as well. Pre-set appointments have gone to Zoom or GoToMeeting format. Direct mailers have been amended to include “no face-to-face meeting necessary” and even our most popular annuity seminars have continued going through the remote route.

At Pinnacle Financial Services, we partner with our agents from start to finish on all their life, annuity, Long-Term Care (LTC), and Medicare business. Everything from illustrations and case design, application and business processing, and of course leads and marketing. We offer all our agents free, no strings attached quoting and enrollment software that is second to none like our Connect4Medicare online enrollment platform for your Medicare business. We are continuing to fire on all cylinders and you can too by utilizing our tools to do business remotely. Let us help you get geared up, so you don’t miss this out on this unique opportunity.