Pinnacle Financial Services

09/02/2026

Welcome to Pinnacle!

We’re excited to welcome Sam Tripp to Pinnacle Financial Services as our new Sales Director for ACA.

With experience building and operating his own insurance agency, Sam understands the business from the agent’s side of the table. He knows what it takes to find opportunities, earn clients, retain business, and keep growing.

At Pinnacle, he’ll be focused on helping independent agents and agencies grow their ACA business, from identifying opportunities and accessing the right products to sales strategy, resources, and cross-selling.

Please join us in welcoming Sam to the Pinnacle team!

09/02/2026

As we head into Labor Day weekend, we want to make sure our agents and partners Labor Day weekend is almost here!

Just a quick heads-up to our Pinnacle agents and partners about our holiday hours. Check out the schedule below so you know when the Pinnacle team will be available.

We hope everyone gets a chance to enjoy the long weekend, recharge a little, and have a great Labor Day!

09/01/2026

Connecticut agents, AEP 2027 is almost here. Are you ready?

Join Pinnacle Financial Services on September 8th for our Connecticut AEP Rollout Event. Get the latest carrier and product updates, hear what’s changing for 2027, and make sure your business is ready when AEP begins.

REGISTER NOW: https://pfsinsurance.com/events/202609_aeprollout_ct

AEP moves fast. Get the information, tools, and support you need now so you’re not playing catch-up later.

And make sure you’re following Pinnacle on social media. We’ll be sharing AEP updates, carrier news, training, compliance information, sales strategies, and more throughout the season.

08/28/2026

Always getting judged for running late. If they only knew...
When you need the PFS team, we are just a signal away. We’ll be there.

08/28/2026

Join Pinnacle Financial Services at the InterContinental at Doral Miami on September 3 from 9:00 a.m. to 2:00 p.m. for the latest carrier updates, product information, sales strategies and tools you need for a successful AEP.

Register NOW: https://pfsinsurance.com/events/aep-rollout-florida

The market is changing and being prepared matters more than ever. Get the information, resources and connections you need before October 1.

Space is limited.

08/26/2026

We’re just one week away.

Join Pinnacle Financial Services on September 2nd from 9:00 a.m. to 3:00 p.m. at the Forsgate C.C. in Monroe, NJ for our AEP 2027 Rollout.

Get the latest carrier and product updates, sales strategies, and tools you need to prepare for a changing Medicare market.

There is still time to register, but space is limited. Reserve your spot today and get ready for AEP 2027. https://pfsinsurance.com/events/202609_aeprollout_nj

08/25/2026

AEP 2027 is continuing to take shape, and the latest UHC rollout provided more great insights into what agents can expect. We appreciate UHC’s continued commitment to the Medicare market, independent agents, and the clients they serve.

Now is the time for agents to get ready. Complete your certifications, review the products in your market, and make sure you have the right tools in place. Get on the BOSS CRM to organize your book of business, strengthen client retention, and prepare for a productive AEP.

Pinnacle Financial Services is here to provide the carrier access, technology, training, and support agents need to succeed. Follow Pinnacle for the latest AEP 2027 updates and resources.

08/24/2026

AEP 2027 is back in session. Class starts now.

The lesson? Don't wait until October to figure out your AEP strategy.
On the latest Insurance 360 Podcast, we're breaking down what Medicare agents need to be preparing for now, including plan terminations and Service Area Reductions, certifications, network changes, quality business and retention, Medicare Supplement, ancillary health, BOSS CRM, and more.

Consider this your AEP 2027 homework assignment.

Watch the full episode here: https://pfsinsurance.com/about/podcast

And follow Pinnacle Financial Services for the latest AEP 2027 carrier news, training, updates, and resources you need to stay ready.
The bell rings October 1. Will you be ready?

Class is back in session, and AEP 2027 is the subject every Medicar...

08/24/2026

These upcoming webinars feature: How to Sell Cancer, Heart Attack & Stroke Plans; A Medicare Agent's Guide to Successful Events, & The Retirement Cross-Sell Playbook.
Register now – it's all free, and it's all designed to help you grow! https://pfsinsurance.com/about/news-and-events
Next week's Webinar Training Series features a mix of powerful sessions, including information on AEP and more. Be sure to stay tuned for more information!

08/21/2026

DISCLAIMER: No coworkers were harmed in the making of this video.