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2025 Proposed Rule From CMS

Urgent Find Out How This Will Impact Agents and Agencies

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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Make sure to follow Pinnacle Financial Services on all social media for the latest updates & insurance information.

Medicare OEP

Medicare Open Enrollment Period, or Medicare OEP, is an opportunity for clients to make certain changes to coverage. Beneficiaries can make a one time change from January 1st until March 31st each year subject to certain rules.

Pinnacle Events

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

Get Equipped for Success

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.

OEP Ends

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Wellcare | Sales Compensation

To support quality improvement, retention, and effectuation initiatives, Wellcare will change its payment of all D-SNP and C-SNP Health Risk Assessments (HRAs) to effectuation versus submission effective April 1, 2024.

Wellcare | Realignment of Health Risk Assessment Program Effective April 1, 2024

To support quality improvement, retention, and effectuation initiatives, Wellcare will change its payment of all D-SNP and C-SNP Health Risk Assessments (HRAs) to effectuation versus submission effective April 1, 2024.

Understanding Dental Benefits in Medicare: A Simple Guide

Medicare functions similarly to a health safety net for those who are disabled or over 65. It comprises various components, each of which addresses a distinct health requirement, much like puzzle pieces.

Humana Medicare Supplement Extra Services

Medicare Supplement plans provide are important for paying costs not covered by original Medicare Parts A and B. With a Humana Medicare Supplement with extra services Humana has gone one step further.

Molina | Matters

MARCH 20, 2024 New & Exciting Spring for New Molina Medicare Marketing Collateral! The Molina Healthcare Marketing Team is

Why Choose Pinnacle

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

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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