Webinar | Firelight Annuity E-App Available Now!

Webinar | Firelight Annuity E-App Available Now!

Firelight Annuity E-App Available Now!

There’s no need to log into multiple carrier websites to submit your e-applications anymore as Firelight can be accessed directly through Pinnacle’s website! With many of Pinnacle’s core annuity carriers integrated, the Pinnacle website is a one-stop shop for managing your annuity business.
Benefits of Firelight include:
– Guarantees access to the most up-to-date and accurate forms
– Enables you to submit your business efficiently, ensuring faster processing and quicker payments.
– Facilitates the swift and easy signature collection, eliminating the need for multiple client visits
Webinar | Firelight Annuity E-App Available Now!

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

Webinar | Firelight Annuity E-App Available Now!

Webinar | OEP Add On: Aetna DVH

OEP Add On: Aetna DVH

Whether you’re selling Medicare Advantage, Supplements, or ACA, stand-alone dental is a great add-on policy. Aetna is a national brand with products that span the entire country. Topics include:
– Benefit highlights
– How to quote and enroll
– Aetna’s Incentive Program which = more money in your pocket!
…and more!

Webinar | Firelight Annuity E-App Available Now!

Webinar | Exclusive Opportunity to Earn Extra Money!

Exclusive Opportunity to Earn Extra Money!

Pinnacle Financial Services has partnered with Signify Health to offer an opportunity to earn extra money on all of your current, and future, Medicare clients! With all of the uncertainties in the Medicare space removing commissions, it’s imperative to find ways to be a step above the competition. Signify Health will help solidify your relationships with your clients while putting a little bit of $$$ in your pocket this AEP!