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Partnering with Pinnacle

Pinnacle Financial Services is a national marketing organization licensed in 50 states. We offer a complete line of outstanding Life, Health, Medicare, Long-Term Care, and Annuity products to meet your client’s needs.

We build partnerships with each and every agent. Whether you’re a financial advisor, broker, or independent insurance agent working from home or a large agency working multiple states, we want you to join the Pinnacle team.

Fill out the Form Below to Receive your Fixed Index Annuity Producer Guide or Free CD Replacement Guide

Annuity Solutions

At Pinnacle, our experience and knowledge with Fixed and Indexed Annuities allows us to provide you with the most cutting edge products, superior case design and the highest level of industry knowledge.

 

The personal touch of our new business team and one on one support will make all the difference with your annuity sales.

 

Training & Support

While you focus on selling, our team takes care of everything else- from submission to commission- with our extensive toolkit. Once entered into the Pinnacle system, agents will have access to all of our carriers, services, and resources.

 

Whether you need assistance with training, technology, case analysis or product training the experience and friendly staff at Pinnacle is here to help.

 

Life Solutions

From Final Expense, Term, Universal and Indexed Universal the Life Team at Pinnacle Financial Services and provide solutions to fit all of your clients needs. The team will provide support on case design, illustrations, underwriting and more to make sure that you are ready for your next sale.

 

Reach out to the experience Life Insurance staff at Pinnacle Financial Services before you go on your next appointment.

Free Website Tools

  • Outstanding Quoting Software- Price & Plan Comparisons
  • Sales Training & Updates, Plus Encypting Software
  • Social Media Marketing on: Facebook, LinkedIn, Twitter, & YouTube
  • Interview-Based Online Contracting System- Do it One Time!

Lead Programs

  • Medicare, Life, Annuities, & Long-Term Care
  • Custom Tailored Marketing Programs for Your Business

Agent & Agency Management Tools

  • New Business CRM Available
  • Discounted CE Credits
  • Discounted E&O
  • Enrollment and New Business Practice (We’ll Review, Process, & Track your Business)
  • Online Enrollment Tool for Medicare Products – Connect4Medicare

Compliance Training

  • Customized Compliance Plans
  • On-Site Assessments
  • Compliance Training

I’ve dealt with more brokers over the years than I can speak of, and there is no doubt I’ve found my home at Pinnacle.

They can do all of your annuity, LTC, Medicare Supplements, Medicare Advantage, and life plans. One-stop selling!

- S.A., Pennsylvania

Our Product Portfolio Includes

  • Annuities
  • Life Insurance
  • Long-Term Care
  • Medicare Part D
  • Medicare Advantage
  • Medicare Supplement
  • Hip, Cancer, Dental, and More

Experience the Pinnacle Difference

Our agents generally experience a 20-40% increase in production!

A large team of dedicated senior market specialists is available to assist you with questions, client eligibility, and developing marketing strategies. We offer face-to-face training, web based training and webinars. Everything is posted online for you to review at your leisure.

 

At the end of the day, like any good partnership, we are happiest when you are happy. It’s all about shared success.

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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