Pinnacle University
We’ll give you the tools to help elevate your sales.
Product Specific Training
Education for the future of insurance sales.
Increased Income
Grow your sales and business.
Expert Coaching
Personalized sales and product coaches.
In-Person Training Events
Nationally recognized training events across the US.
Get Equipped for Success
The experts at Pinnacle Financial Services are happy to bring you training on a variety of products and topics.
Call or email a Pinnacle team member with questions or for any training available on other topics.
Traverse the
Tough Terrains
Don’t Sweat the Small Bluffs
Build your career with agency development. We’ll provide you with the tools for success by providing 24/7 access to all of the resources needed for insurance selling.
Meet your Guides
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Consider our staff of fully-trained professionals the alpinists to coach you. In registering for Pinnacle University, you’ll have complete access to their knowledge and resources.
Alicia Klinges
Director of Sales - Health
Andy Rivera
Regional Sales Director
Cody Johnson
Director of Sales - Health
Dustin Ofsharick
Director of Sales - Health
Greg Yodis
Senior Sales Director | Life, Annuity, & LTC
J.C. Giraldi
Regional Sales Director
Jeff Palo
Vice President - Health Sales
Jessica Strauss
Director of Sales - Health
Mark Bolger
Agent Care Specialist - Life, Annuity and LTC
Nick Palo
Assistant Vice President - Health
Rafael Mendoza
Regional Sales Director
Rob Valincius
National Director of Agent Training
Serena Bugryn
Regional Vice President
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