May 25, 2021
From application submission to the sales commission, Protective Velocity – our suite of the digital solutions – makes it easier and quicker to do business with us. Continue reading to learn about recent enhancements and improvements to the annuity pending business dashboard and updated EPD client timeline.
View new sharable resources from the Help Protect Our Families campaign
The Help Protect Our Families campaign aims to provide carriers and distributors with the information and resources they need to educate consumers and ensure they get the life insurance protection they and their families need. Here’s how you can help.
Remember the Initial Premium Acceptance Rules as you continue through 2021
Keep your business going strong in 2021 by making sure your cases are efficiently pushed through our new business process. For a full set of guidelines, review our Initial Premium Acceptance Rules.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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