The Pinnacle Financial Services team will help your business be seen and heard with our leads and marketing programs.
Agent Marketing Plan
Whether you are an independent producer, an agency, or an agent looking to grow into an agency, it all starts with a plan!
Writing a Marketing Plan doesn’t have to be a difficult task. It doesn’t need to follow any formal style. In fact, we suggest a simple outline. The important part is that you need to write it down! It then becomes your navigation system, and you can always revise and review as needed. If you already have a plan, revisit it as your business objectives may have changed!
Post Season Game Plan
As you gear up for medicare advantage season it is important to begin with the end in mind, and consider what you’re going to do when the Regular Season ends and you enter the Postseason. With this in mind, Legacy Safeguard has created the Postseason Game Plan. This game plan will keep you focused so that you can advance to the Postseason ready to help more clients than you ever thought possible.
Walmart Retail Initiative
The team at Pinnacle can help you identify a store. Once we find one, we can reserve it just for you!
- Round 1: May 1 – May 15
- Round 2: May 26 – June 12
- Round 3: June 22 – July 13
- 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.
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, we put you in front of qualified prospects, putting you in the optimal position to close your business.
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.
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
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.
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.
Lead Generation Programs – Kramer
For Annuities, Final Expense, & Medicare Supplement
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Lead Program – ARM
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Medicare Digital Seminar Program
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.
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 firstname.lastname@example.org.