Are you thinking about OEP? Remember, the first rule of #OEP is to not talk about OEP in your marketing. Submit your ideas to CMS as soon as possible! The Pinnacle team is here to help with all your design and marketing efforts. #Marketing #FMOTraining #EarlyBirdAdvantage #CMS #PFSInsurance #PinnacleFinancialServices #AgentTraining #InsuranceAgent #IndustryInsights #ComplianceMatters
Pinnacle Financial Services, Inc.
Insurance
Warminster, PA 2,382 followers
Join Us at the Top
About us
Pinnacle Financial Services is a national organization providing insurance and financial products and services for individuals, businesses and their employees. With agents in every state, Pinnacle is well positioned to service client insurance needs. The company is built on a solid foundation of excellent client service and in-depth market knowledge. We are about building a partnership with each and every agent. Whether you are an independent broker working out of your home, or a large agency working multiple states, we want you to join the Pinnacle team. As our partner, your contribution is your selling skills, and ours is superior support. That’s why our motto is YOU’VE GOT THE TALENT. WE’VE GOT THE TOOLS. IT’S ALL ABOUT SHARED SUCCESS. Our tool chest is extensive. We start at the foundation. Our contracting process is an online interview that gathers the necessary data to populate your contracting paperwork for all of the carrier(s) you select. All with just a few mouse clicks! Your information is then securely stored for future use, so you may quickly contract with additional carriers at any time. Never fill out contracting paperwork again! Pinnacle Financial Services was founded by its current president, Kevin Shields, who has served as an executive with some of the largest and most respected insurance companies in the industry. Kevin Shields, along with Executive Vice President Angela Palo, directs a full service and support staff. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct. Through understanding the customers in the market we serve, we are the company of choice for the insurance products and services we offer.
- Website
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https://pfsinsurance.com/?utm_source=Linkedin+BIO&utm_medium=LIProfileLink
External link for Pinnacle Financial Services, Inc.
- Industry
- Insurance
- Company size
- 11-50 employees
- Headquarters
- Warminster, PA
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Medicare, Annuities, Disability, Life, Health, Insurance, Financial Services, and Long-Term Care
Locations
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Primary
Get directions
65 W. Street Rd.
Suite A-101
Warminster, PA 18974, US
Employees at Pinnacle Financial Services, Inc.
Updates
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From all of us at Pinnacle Financial Services, thank you to our phenomenal agents and agency partners. Your dedication, passion, and hard work inspire us every day, and we couldn’t be prouder of what we’ve achieved together. Thank you for making a difference and for being such an integral part of the Pinnacle family. Let’s keep building greatness together as we climb to the top! #JoinUsAtTheTop #PinnacleProudPartners #FMOTraining #AEP2025 #InsuranceAgent #AgentTraining
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At Pinnacle, we value our agents and their success. Helping our partner agents grow isn’t just a priority—it’s our mission. 💼📈 #AgentSupport #PinnacleProudPartners #JoinUsAtTheTop #ClientApperication #FMOTraining #InsuranceAgent #AgentTraining #AgentSuccess #PFSInsurance #PinnacleFinancialServices
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As the Medicare industry grapples with disruption, will Dr. Oz step in and make sweeping changes, including scrapping the 2026 proposed final rule? Are you ready for the new DSNP rules? Join the discussion. 🎥 Watch the full video here: https://lnkd.in/eCn3bWiM 🎤 Listen to the full episode here: https://lnkd.in/eki6TTWD Want to explore more ways to adapt? Get in touch with a Pinnacle team member today! https://lnkd.in/eMVa9gNY #PFSInsurance #InsuranceAgent #AgentTraining #FMOTraining #InsuranceAgent #InsuranceAgency #ProposedFinalRule
Brace for Change: Dr Oz Shakes Up the System
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The end of #AEP is upon us. Reach out to the Pinnacle team with any questions at 800-772-6881 x-7729 or [email protected] https://pfsinsurance.com/
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End of AEP: What's Next? 🎙️ AEP may be closing its doors, but the conversation is far from over. In our latest episode of Insurance 360, we explore what OEP means for agents and SEP regulatory changes. Tune in to hear from experts like Jeff Palo, Pinnacle's Vice President of Medicare Sales, and stay ahead of the curve for 2025. Join us as we prepare for the year ahead! #AEP2025 #Insurance360 #MedicareInsights #OEP #SEP #InsurancePodcast #InsuranceAgent #IndustryInsights #PFSInsurance
Navigating the End of AEP: Insights and Projections for Medicare Sales with Jeff Palo
https://www.youtube.com/
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AEP ends on Saturday, December 7th. This means that all Medicare AEP marketing efforts must cease on that date. For all the details please log into our website: https://lnkd.in/erTWE3AV Or contact a team member at 800-772-6881 x-7729 or [email protected]
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December is Here—Wrap Up the Year Strong with #PFSInsurance! 🎁 #Webinars Finish 2024 on a high note and get a head start on 2025 with our free, expert-led webinars! This month’s sessions are packed with insights to help you maximize your success in the new year. December highlights include: ▫ Post-AEP Sales: OEP and DSNP Sales and Marketing Rules of the Road ▫ Carrier Product Overviews ▫ OEP Lead Opportunities ▫ Crucial 2025 MAPD/PDP Product Updates …and more! Don’t miss these valuable training opportunities—secure your spot today (free!): https://lnkd.in/drsGh-hS #InsuranceAgentTraining #FMOTraining #InsuranceWebinars #CMS #AEP2025 #Products #MAPD #PDP #Leads #PinnacleFinancialServices #WebinarSeries #Aetna #Cigna #UHC #OEP
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Join Pinnacle in Giving Back this Holiday Season! 🐾 This Giving Tuesday, our Regional Vice President Serena Tippett is on a heartfelt mission to help the Connecticut Humane Society care for animals in need this holiday season. Join us at our upcoming event to raise donations or bring a wishlist item to make a difference. 🗓️ When: Wednesday, December 11th ⏰ Time: 5:00 PM – 8:00 PM 📍 Where: Dockside Brewery, Milford, CT 🎁 Bring a Wishlist Item: From pet food to cozy blankets, every donation makes a difference! 🍻 Raise a Glass: Let’s toast to the end of #AEP with dogs, beers, and great company! 👉 RSVP here: https://lnkd.in/eHG9eZuM Can’t attend in person? You can still support the mission by making a monetary donation (https://lnkd.in/eUavxcja) or by buying and shipping wishlist items directly to help animals in need. Let’s celebrate the end of AEP with drinks, community, and a cause close to our hearts. 🐶❤️ #GivingTuesday #PinnacleCares #HumaneSociety #JoinUsAtTheTop #PFSInsurance #AEP2025
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⏳ Black Friday Reminder: AEP is Ending Soon! 💼 Just like snagging the best Black Friday deals, making sure your clients have the right insurance plans before the end of the AEP is crucial. Don't let the clock run out! ✅ Review their needs ✅ Compare for the best coverage ✅ Close all the Gaps The Pinnacle Team is available to ensure your clients are covered and confident as AEP wraps up. Time’s ticking
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