New Business Contact a Pinnacle representative for assistance.
Life Cover Sheet
PFS Cover Sheet
UHC Cover Sheet
Carrier Fax
Secure Mail
If you cannot fax, please use Secure Mail
Health Transmittal Form
If Sending By Email – Use Secure Mail
If Sending By Fax to Pinnacle or Carrier
Email enrollments@pfsinsurance.com
Fax Numbers
267-386-8137 | 267-386-8138 | 267-386-8139 | 267-386-8140
To Submit Directly to the Carrier
Carrier Fax List
If Mailing
Medicare Supplements, Hospital Indemnities, Cancer, Heart Attack, or Stroke, send to:
Pinnacle Financial Services
Medicare New Business
65 West Street Road, Suite A-101
Warminster, PA 18974
PLEASE NOTE: Medicare Advantage Enrollments cannot be mailed, unless mailed directly from client to our office.
Life & Annual Transmittal Form
If Sending By Email – Use Secure Mail
Business Processing
Bill Vandergrift
Senior Support Specialist – Life, Annuity, & LTC
1-800-772-6881 x7789
bvandergrift@pfsinsurance.com
If Sending by Fax to Pinnacle
EMAIL lifesales@pfsinsurance.com
FAX 267-386-8132
If Mailing
Pinnacle Financial Services
Life/Annuity/LTC New Business
65 West Street Road, Suite A-101
Warminster, PA 18974