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
Agent Development Director

Andy Rivera
Regional Sales Director

Cody Johnson
Director of Sales - Health

Dustin Ofsharick
Senior Sales Director - Health

Greg Yodis
Senior Sales Director | Life, Annuity, & LTC

J.C. Giraldi
Regional Sales Director

Jeff Palo
Vice President - Health Sales

Jessica Strauss
Agent Development Director

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 Tippett
Regional Vice President
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