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Please give our Pinnacle Annuity Team a call at 800-772-6881 x6003 for additional information.

Insurance 360 Podcast

Check out the latest Podcast

Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore insurance selling ideas, marketing trends, insurance carriers, lead generation methods, and more!

Medicare Toolkit

We have the tools, technology, and resources needed to eliminate mistakes, and make more sales.

Connect4Medicare

Our online enrollment system for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements.

Now complete Health Risk Assessment, HRA, and get paid!

Why Choose Pinnacle

Whether you’re a financial advisor, broker, an independent insurance agent working from home, or a large agency working multiple states, we want you to join the Pinnacle team.

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BOSS 4 AGENTS

Back Office Support System


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BOSS is the Next Generation of CRM Platforms. It is a full-service portal for Agents and Agencies to manage and grow their businesses.

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Join the Pinnacle Team in person at our local training and industry convention events. Remember to follow our event posts by either subscribing to our emails or clicking the bell icon on the bottom right for direct notifications as soon as they’re available.

2024 CMS Final Rule/TPMO Marketing

Agent Tools

Medicare OEP

New Business

Secure Email

Product Portfolio

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Education

Our team will train on a variety of product and sales topics to grow your business

Top Contracts

Pinnacle makes available all of the top carriers you need to do business

Variety

Specializing in the senior market Pinnacle is your one-stop shop for Medicare

Annuities, Life Insurance, and Final Expense

Technology

Pinnacle is on the forefront of the latest technology so you are ahead of the competition.

Expertise

Case design and product specialists are available when you need them.

Support

Let us be your virtual back office.  From submission to commission the Pinnacle team will assist you along the way.

Cigna | Disaster SEPs in FL, KY, NJ, NM, NC, OK, TX, UT and VA

Disaster Special Election Periods (DST-SEPs) DST-SEPs in Florida, Kentucky, New Jersey, New Mexico, North Carolina, Oklahoma, Texas, Utah, and...

Successful Retirement Seminar

How to Host a Successful Retirement Seminar (and Turn Social Security Prospects into Clients)Hosting a retirement seminar isn’t just about putting...

GTL Short Term Care Insurance

Unlocking the Benefits of GTL’s Short-Term Home Healthcare PlansWe’re excited to share key takeaways from our recent webinar highlighting GTL’s...

Canadian Medstore

Tackling Prescription Costs Head-On with the Canadian Medstore: A Fresh PerspectiveIn this latest episode, Bob and Rob take on one of the most...

Devoted | Increase your sales with our #1 selling plan!

Brokers who sell giveback plans win bigLooking for an easy way to boost your sales? Giveback plans were our top sellers in AEP, making up 57% of...

Why Choose Pinnacle

Like any good partnership, we’re happy when you’re happy- it’s all about shared success.

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Contact a Pinnacle Financial Service representative today for assistance.

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