Pinnacle Financial Services
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Pinnacle Financial Services
Our online enrollment system for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements. Meet the people who make Pinnacle Financial Services one of the most experienced insurance marketing organizations in the country. 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.

We have the tools, technology, and resources needed to eliminate mistakes, and make more sales. Make sure to follow Pinnacle Financial Services on all social media for the latest updates & insurance information. Pinnacle is on the forefront of the latest technology so you are ahead of the competition.
Services
Depending on the carrier, we can lay claim to all of those titles above. But what do they mean? Simply put, they're industry created designations, self-appointed titles, and a jumble of letters. Here at Pinnacle, we're about partnerships, not titles. We build partnerships with each and every agent.
The team at Pinnacle Financial Services is very fortunate. Because of this, we try to spend our time and services giving back to others. Below is a list of charities and organizations that Pinnacle has chosen to support over the years. Alpha Bravo Canine's mission is to provide trained service dogs to U.S military veterans suffering from Post-Traumatic Stress Disorder (PTSD), Traumatic Brain Injury (TBI), and other combat-related disabilities.
Rob Valincius took me from a no-nothing, barely licensed agent to a proud and productive Medicare producer. When Rob was very deservedly promoted, I asked to work with Dustin Ofsharick, and he's continued the tradition to give me more help than I could even ask for! In addition, I've branched out a little bit into Long-Term Care, and Josh Horton has also been super helpful.
Medicare is health insurance for people aged 65 or older, people under age 65 with certain disabilities, and-or people of any age with End-Stage Renal Disease, or ESRD (permanent). Simplified Issued Whole life insurance. Geared toward the 65 and older market place with smaller face amounts typically $5,000 to $25,000.
Medicare is health insurance for people aged 65 or older, people under age 65 with certain disabilities, and-or people of any age with End-Stage Renal Disease, or ESRD (permanent). Helps cover doctors' services, outpatient care, and home health-care. Also helps cover some preventive services to help maintain your health and to keep certain illnesses from getting worse.
Reviews (5)
Daniel Wurzbacher
Daniel Wurzbacher
Jan 19, 2022
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Would not work with any other IMO.
Will Torrance is my relationship manager and the man is a stud.
If you are thinking of switching, this is the place.
Ben Houck
Ben Houck
Mar 22, 2021
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Critical: Responsiveness
Do not sign up with this company as an agent. They had me sign over my commissions to them and then wouldn't release the business afterwards. They are very shady and I have not been able to get help no matter how many times I have tried over the past year.
Wuaska
Wuaska
Jan 30, 2021
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Excelent company to work with. Everyone is very professional and they are very knowledgeable in all the fields of Life, annuity and Health products.
Abby Karlsson
Abby Karlsson
Jan 29, 2021
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Critical: Quality, Responsiveness
When our policy was expiring, we requested new quotes and just never heard back from Jason W. This was after our original agent with the group- Ben, quite literally vanished and stopped responding to emails and calls. Very bizarre and frustrating encounter with this group through and through.
Dan O'Neill
Dan O'Neill
Dec 03, 2018
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Your best option for an FMO partner to help you with all of your life, annuity, final expense, and medicare needs!