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
![](https://pfsinsurance.com/wp-content/uploads/2021/07/Stock-BusinessClimbLadderRedSuitMan.png)
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.
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Alicia Klinges
Agent Development Director
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Andy Rivera
Regional Sales Director
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Cody Johnson
Director of Sales - Health
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Dustin Ofsharick
Director of Sales - Health
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Greg Yodis
Senior Sales Director | Life, Annuity, & LTC
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J.C. Giraldi
Regional Sales Director
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Jeff Palo
Vice President - Health Sales
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Jessica Strauss
Agent Development Director
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Mark Bolger
Agent Care Specialist - Life, Annuity and LTC
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Nick Palo
Assistant Vice President - Health
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Rafael Mendoza
Regional Sales Director
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Rob Valincius
National Director of Agent Training
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Serena Tippett
Regional Vice President
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