Best Medicare FMO for Growth

Best Medicare FMO for Growth

Best Medicare FMO for Growth
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The Medicare insurance market continues to grow, creating an exceptional opportunity for independent agents to scale their business. To succeed in today’s competitive environment, agents need to align with the Best Medicare FMO—one that offers high-quality lead programs, cutting-edge technology, comprehensive training, and unmatched agent support. That’s exactly where Pinnacle Financial Services delivers.

Why Pinnacle Financial Services Is the Best Medicare FMO for Independent Agents

With numerous FMOs and IMOs promising the world, selecting the right partner can be a challenging task. At Pinnacle Financial Services, we earn the title of Top Medicare FMO by consistently delivering results-driven tools and support that help agents grow faster and more efficiently.

We don’t just claim to be the best—we prove it every day through our focus on:

  • Proven Medicare lead generation programs
  • Innovative agent training and onboarding
  • User-friendly technology solutions
  • Dedicated back office and compliance support

Comprehensive Tools and Resources That Set Pinnacle Apart

Pinnacle Financial Services empowers Medicare agents with a robust suite of tools, training, and lead generation support—all offered at no cost to our partners:

Start strong with exclusive access to high-quality Medicare leads designed to help you book more appointments and close more sales.

  • State-of-the-Art Technology

Leverage advanced digital tools, including:

Ongoing Medicare Agent Training

Whether you’re new or experienced, our in-person and virtual training sessions provide up-to-date knowledge across Medicare Advantage, Medicare Supplement, and PDP plans. We also offer free CE (Continuing Education) credits to keep your license in good standing.

  • Top-Tier Medicare Commissions

Pinnacle partners benefit from competitive commission structures across all carriers, helping you maximize your earnings with every sale.

Our experienced staff is ready to guide you through every aspect of the Medicare sales process—from onboarding to retention—with personalized agent support and compliance assistance.

Ready to Grow? Join Pinnacle, Your Medicare FMO Partner

Whether you’re just starting started in Medicare sales or are already a top producer, Pinnacle Financial Services offers everything you need to scale your business—qualified leads, smart technology, continuous training, and support that puts agents first.

Contact Us Today

Get started with the #1 Medicare FMO by reaching out:

Phone: 1 (800) 772-6881 x7731
Email: sales@pfsinsurance.com

Pinnacle Financial Services is more than just an FMO—we’re your partner in Medicare sales success. Let us help you unlock your full potential as a high-performing Medicare agent.

 

For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Vice President of Marketing

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881 support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Lead Star Medicare Leads

Lead Star Medicare Leads

Lead Star Medicare Leads
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What You’ll Learn from Episode 26 of Insurance360: Smarter, Compliant Medicare Lead Generation with “Professor Leads”

If you’re in the insurance world, or just curious about where it’s headed, you’re going to love Episode 26 of our Insurance360 podcast. In this episode, we sit down with none other than Bill DeCourcey, a.k.a. “Professor Leads,” for an eye-opening conversation about what’s working right now in Medicare lead generation, and how to do it all by the book.

Let’s break it down. 

Setting the Scene

Bill, who’s well-known in the industry for his practical, no-fluff insights, joins our host for a deep dive into the evolving landscape of insurance. With his trademark energy and real-talk style, Bill shares what he’s seeing on the front lines and how both agents and agencies can adapt.

What You’ll Hear in This Episode:

How the Industry is Evolving

The insurance game is changing fast. Bill kicks things off by discussing the significant shifts occurring in the industry, driven by technological innovations and increasing consumer expectations. Whether you’re a carrier, an agent, or a client, these changes are touching everyone.

Customer Service is Getting an Upgrade

Next, Bill delves into how agents are enhancing their service offerings. From AI-driven tools to streamlined onboarding processes, he explains how smart innovation can make life easier for both agents and clients, and why staying ahead of these trends is essential.

 Navigating the Compliance Maze

Of course, no talk about Medicare lead generation would be complete without touching on compliance. Bill breaks down the current regulatory headaches, what might be changing, and how to stay on the right side of the rules while still growing your business.

Bill’s Big Takeaway

Bill wraps up the episode with a powerful reminder: in a space that’s constantly shifting, staying informed and flexible isn’t optional, it’s essential. If you’re an agent, a marketer, or just someone interested in the insurance space, you need to keep learning and evolving.

Why This Episode Matters

This isn’t just another industry podcast. Bill’s take is real, relatable, and refreshingly straightforward. He has a way of simplifying the complex stuff, so whether you’re a seasoned pro or just getting started, you’ll walk away with practical insights you can use.

Want More?

Don’t miss the full episode, it’s packed with more nuggets than we could fit here. Tune in, take notes, and subscribe to Insurance360 so you never miss a conversation that could change how you do business.

 [Listen to Episode 26 now]
Got questions or takeaways of your own? Drop us a comment or share the episode with someone in your network who should hear it!

Want to Get Started with Effective Compliant Medicare Leads?

Complete today- Spot Sign

Stay Up to Date on Insurance 360 Podcast- Insurance 360 Podcast

Request Lead Star Account- info@pfsinsurance.com

 

For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Vice President of Marketing

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881 support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Webinar | OEP Lead Opportunities

Webinar | OEP Lead Opportunities

OEP Lead Opportunities


Now that AEP is over, 2025 OEP is right around the corner! With all of the uncertainty surrounding IRA, it’s important to also have lead opportunities you can use that are cost-effective and have quick turnaround times. In this webinar, we will discuss the following options:
– Digital/Social Media Leads
– Direct Mail
– Preset Appointments
– Important Rules and Regulations
and more…
Best Medicare Advantage Leads

Best Medicare Advantage Leads

Best Medicare Advantage Leads
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The Best Medicare Advantage lead programs can vary by how an agent wants to do business. Lead generation is more and more the lifeblood of insurance agents in the Senior Market. Here at Pinnacle Financial Services, we take the time to test all lead programs before we make them available. Price, return percentages, appointment ratios, and of course, closing rates are all factored into the final decision of whether a program is promoted.

Proven Medicare Advantage Leads

The best Medicare Advantage lead programs right now are available to all agents working with Pinnacle. As an FMO for all the top Medicare Advantage carriers, we know it’s crucial to have a proven Medicare lead program for our agent distribution.

ARE YOU PLANNING ON YOUR BEST Medicare YEAR?

HAVE YOU PUT TO PAPER YOUR GOALS?

DOES IT INCLUDE A PROVEN LEAD GENERATION PROGRAM?

Types of Medicare Advantage Leads

Here at Pinnacle Financial Services, we know that the Medicare Advantage marketing and lead generation programs must work and be compliant.  As an established Medicare FMO Pinnacle has the infrastructure and proven knowledge to guide agents through the CMS maze of regulations to make sure the lead programs agents use give results.

Consider the different types of lead sources:

If you are not sure you are working with proven programs that are CMS compliant then you need to call us now.

Here at Pinnacle Financial Services, our success is measured by our agent’s success.

Don’t delay, contact the Medicare experts at Pinnacle Financial Services today at     1-800-772-6881 x7731 or email healthsales@pfsinsurance.com.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Vice President | Marketing

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Medicare Lead Programs

Medicare Lead Programs

Medicare Lead Programs
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One of the most common questions I am asked by agents is “What kind of Medicare lead programs does Pinnacle make available”? To answer that question and give a brief description of our lead programs, I’ll discuss what leads and training Pinnacle can offer to our agents.

Prospect list

A prospect list is exactly what it sounds like. Too many times have agents told me about the agencies that had given them free T65 leads, only to have it not pan out the way they would have liked. Transparency is important when talking about lead programs- it is an investment for your business!

Pinnacle Financial Services offers our agents both a T65 and a 66+ thousand names prospect list at no charge. We can be specific with this as well from the demographic, either T65 or 66+, and can adjust the income level. Additionally, Pinnacle can pick from multiple languages for those that are bilingual speakers. Just remember, with a list of “free leads” there is more leg work.

Per Piece Mailer

If you are looking for a lead program that has a guaranteed response and with an order that is filled in its entirety, Pinnacle has the solution for you!

With our program, we can specify the areas you would like to target and/or adjustable household incomes, providing peace of mind- what you paid for, you are getting back in full. If you want 20 leads, you order 20 leads. Take the guesswork out of how many responses you may get from a traditional direct mail campaign.

Bulk Orders

Pinnacle Financial Services also provides bulk mailers to our agents. Several vendors we partner with have multiple options for our agents to choose from. You could look to do a bulk order and want to target the D-SNP market, or even want to do a bulk order with your current book of business and inform them you do life and annuity on top of Medicare.

With the bulk orders, agents are looking between 1.5% up to 2% return on average if mailing out to Medicare clients in the Turning 65 market or 66+. However, with dual-eligible clients, you return higher rates. Pinnacle has seen an increase in return up to 13% in certain areas. We offer plenty of training on D-SNP products, so if this is a new area for you, we will be there every step of the way.

Training

Pinnacle assists our agents with a variety of training materials and personal webinars, ensuring that they have the utmost confidence. After working with Pinnacle, agents work with leads as they come in but also will have stronger product knowledge. We’re here to help you each step of the way in your Medicare, life, and/or annuity business.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Director of Sales - Health

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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