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Leads & Marketing

Increase Visbility

The Pinnacle Financial Services Team will help your business be seen and heard with our leads & marketing programs.

Schedule An Appointment

Telemarketing Leads for Medicare and Final Expense


Call center leads.

Call for Pricing

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Turning 65 Program


We will give you access to the Baby Boomers in your area for no cost! You qualify to participate if you’re appointed with at least two carriers through Pinnacle. Call our sales team for details.

AETNA RETAIL


$199 for the Agent’s Kit

Order Kit through Aetna’s Medicare Marketing Studio

CVS, Acme, Frye’s, and more.

Get Started | Contact a Sales Director

Direct Mail Leads


We offer high-quality direct mailers to our agents. Most can be customized for your target audience.

Social Media Leads


Digitally grow your business through social media marketing. Facebook ads targeting prospects in your demographic.

Contact your Pinnacle Sales Director today to get started!

Seminar Selling


Seminar Educational Events are available! Drive prospects to in person events that will give you a larger ROI.  Pinnacle’s seminar program is second to none for Medicare and Annuities and is available to all agents contracted with Pinnacle.  Contact a Pinnacle team member at 800-772-6881 x-7731 or email Sales@pfsinsurance.com.

Walmart Retail


The team at Pinnacle can help you identify a store. Once we find one, we can reserve it just for you!

  • Round 1: 5/2 – 5/6
  • Round 2: 5/16 – 6/3
  • Round 3: 6/13 – 6/24

PROGRAM DETAILS

Must be contracted through Pinnacle Financial Services with two of three Medicare Advantage carriers. Must be in the store 20 hours per week/ 3 days a week. Daily reporting and check-ins are required. Must complete Medicare product certification by September 1st.

Lead Solutions

We Did the Research and we Have a Solution!

Pinnacle will build your custom program and show you how to have better sales, closing rates, and less wasted time and effort. Whether you need Medicare Advantage Leads, Medicare Supplement Leads, Annuity, Life Insurance, or Final Expense Leads… we have a solution!

PLEASE BE ADVISED: Any individual who purchases a lead must verify that it is legal within your state. For compliance, we recommend you use a carrier-specific lead piece or a carrier field generic piece. Please contact your sales director in your state for more information.

CMS Medicare Advantage Lead Guidance

On October 8, 2021, the Centers for Medicare & Medicaid Services (CMS) issued updated guidance pertaining to the compliance and regulations of third-party marketing of Medicare Advantage plans. 

Pinnacle Financial Services has clarified this new guidance and ensures our collective activities continue to uphold the highest standards. For details on the announcement please click here: 

Big News!

Call your sales director today about our AEP lead program: 1-800-772-6881 x7731.

Ask about our per-lead Medicare Advantage and Medicare Supplement lead program.

PLAN FOR BETTER RESULTS WITH PINNACLE

Agent Marketing Plan

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ANNUITY SEMINAR PROGRAM

Seminar Assurance is the only multi-channel seminar marketing solution that’s both easy to use and backed by a money-back guarantee. You just pick the number of RSVPs you need and we’ll take care of the rest-leaving you plenty of time to focus on delivering your presentation, getting appointments, and winning more clients.

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Internet Leads

Receive real-time Medicare, Health, and Life insurance internet leads for the ZIP codes/counties you select. Leads are generated year-round from people actively requesting insurance quotes online. You can sell any insurance products available through Pinnacle Financial Services.

Annuity Internet Leads

Contact Pinnacle For all of the Information: Call | Email

LEAD CARDS

We offer high-quality direct mailers to our agents. Most can be customized for your target audience. We also have several different price categories and will work to develop the right plan for you. Best Medicare Advantage leads on the market now available! Tried and proven results for a discounted price. Call now!

Lead Information – Lead Concepts
Guaranteed Leads for Medicare or Final Expense
Overview | Lead Order

A Look into Lead Concept’s History | Lead Concepts Company Culture

Lead Generation Programs – Kramer
For Annuities, Final Expense, & Medicare Supplement
Click Here for More Information

Lead Program – ARM
Click Here for More Information

MEDICARE DIGITAL SEMINAR PROGRAM

Campaigns marketing webinars, live events, direct appointments, virtual meetings, and phone meetings.

Live webinars or pre-recorded presentations that are 30-45 minutes long.

Contact Pinnacle For all of the Information
1 (800 772-6881 x7731 | healthsales@pfsinsurance.com
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Per-Piece Lead Program

We take the guesswork out of return rates. You can purchase physical leads for either Medicare or Final Expense. Figure out how many you need a week, place the order, and within 3 weeks, we’ll have them delivered right to your portal.

Contact Pinnacle For all of the Information

PROSPECT LISTS

Pinnacle also offers our agents the opportunity to purchase affordable name lists that can be customized with the zip code, income, and age criteria they’re interested in targeting.

Contact Pinnacle For all of the Information: Call | Email

Seminar/ Webinar Program

Grow your business by helping clients with Social Security.

Anyone approaching retirement has questions about Social Security. But are you prepared to answer these questions? With our Social Security program, we not only prepare you to be an expert in Social Security issues, but we also put you in front of qualified prospects, putting you in the optimal position to close your business.

LEARN MORE

Social Security Leads

Social Security Maximization will give you the ability to educate those individuals entering retirement. Give individuals a personalized income retirement plan through the tools available from Pinnacle Financial Services.

Contact us at 1 (800) 772-6881 x6003 or annuity@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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