Let us Expedite Your Business

Pinnacle has a variety of ways we can help process your business.

Health Transmittal Form

If Sending By Email – Use the Encryption Tool

If you cannot fax, please use our free encryption tool. Click Here for Instructions


If Sending by Fax to Pinnacle or a 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 can not be mailed, unless mailed directly from client to our office.

Life & Annual Transmittal Form

If Sending By Email – Use the Encryption Tool

If you cannot fax, please use our free encryption tool. Click Here for Instructions


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

Pinnacle Only

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Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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