Leads & Marketing


Increase Visibility

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!

Download PDF

Post Season Game Plan
Great teams spend countless hours preparing before each season begins. They work hard to make sure that they are prepared for every opportunity they will face, and they take time to develop the best habits to ensure success. They also begin with the end in mind to set goals to get through the Regular Season and become champions!

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.

Get Started

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.

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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.

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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.

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.


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

Chris Weir

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
Call | Email

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.

Click Here for More Information

Contact Pinnacle For all of the Information
Call | Email

Pre-Set Appointments

Just like the per piece program, you set your schedule, and work when you want. Tell us the days and times you want to work and we’ll take it from there.

Contact Pinnacle For all of the Information
Call | Email

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

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.

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.

Contact Pinnacle For all of the Information
Call | Email

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.