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