Pinnacle Financial Services

Pinnacle Financial Services Pinnacle Financial Services is a national FMO providing insurance products including Medicare, Annuities, Life, Ancillary Health and ACA.

It's our mission to empower insurance professionals with the tools, technology, knowledge, and support they need.

06/01/2026

Are your clients asking about retirement income?

If you're not discussing annuities, you could be missing an opportunity to better serve your clients and grow your business.

Annuities can help clients create guaranteed income, protect assets, and strengthen their retirement strategy. The good news? You don't have to be an annuity expert.

At Pinnacle, our annuity specialists are here to help you every step of the way, from product selection to case design and application support.
Watch the video to learn why more agents are adding annuities to their conversations and leaning on Pinnacle's experts to get the job done.

These upcoming webinars feature Connect4Insurance & Sunfire, New Life Insurance Opportunity, and GeoBlue: A Global Trave...
06/01/2026

These upcoming webinars feature Connect4Insurance & Sunfire, New Life Insurance Opportunity, and GeoBlue: A Global Travel Insurance Solution. Register now – it's all free, and it's all designed to help you grow! https://pfsinsurance.com/about/events
Be sure to stay tuned for more information on next week's webinars! Next month's Webinar Training Series features a mix of powerful sessions, including Life Insurance and Ancillary options.

05/29/2026

He doesn’t know it yet… but that quick ’30 second video’ is about to turn into a full production with 13 takes

New Insurance 360 Episode Now Available!What separates the agents who simply sell policies from those who build lasting,...
05/29/2026

New Insurance 360 Episode Now Available!

What separates the agents who simply sell policies from those who build lasting, thriving businesses?

Join us as we sit down with Patrick Kane, Vice President at Assurity Life, for a conversation about what it really means to take a holistic approach with clients.
In this episode, we discuss:
➡️ Why listening comes before product recommendations
➡️ The power of solving problems instead of selling products
➡️ Cross-selling opportunities that create more value for clients
➡️ The growing opportunity in the multicultural market
➡️ How agents can evolve beyond being viewed as "the Medicare agent"

The growth of the insurance professional and the business is not focused on a single product line, they focus on creating solutions, protecting more areas of their clients' lives, and becoming a trusted advisor.

Watch now and discover how a broader approach can help you grow your business, deepen client relationships, and stand out in today's marketplace: https://youtu.be/-Gm2mrdSv-c

Excited to announce that Pinnacle Financial Services will be attending the National NABIP Convention 2026 June 27–29 in ...
05/27/2026

Excited to announce that Pinnacle Financial Services will be attending the National NABIP Convention 2026 June 27–29 in Atlantic City!

If you’re attending, make sure to stop by Booth #101 and connect with the Pinnacle team. We’re looking forward to meeting agents from across the country and talking about ways to grow your business with better technology, stronger support, marketing resources, Medicare, ancillary health, life, annuities, and more.

Come see why agents are making the move to Pinnacle. See you in Atlantic City!

Freedom is never free.This Memorial Day, we honor and remember the courageous men and women who gave their lives in serv...
05/25/2026

Freedom is never free.

This Memorial Day, we honor and remember the courageous men and women who gave their lives in service to our country. Their sacrifice made our freedoms possible, and their legacy deserves our gratitude today and every day. Land of the free, because of the brave.

05/22/2026

Wait… THAT’S what phishing training meant?

Good thing at Pinnacle we believe security takes more than checking a box.

Training, technology, and smarter processes help keep agent and client data protected.

Because good business starts with trust.

05/22/2026

COMING SOON on Insurance 360 🎙️

What’s next for insurance agents looking to grow in a changing market?

Join us for an upcoming conversation with Patrick Kane, VP at Assurity Life, as we break down how agents can create more value, serve more clients, and unlock new growth opportunities.

We’re talking:
* Growing beyond a single product line
* Expanding conversations with existing clients
* Opportunities in life insurance, accidental death, annuities & disability income
* Reaching underserved communities
* The growing opportunity in the multicultural market
* Building a more holistic approach to protection planning

If you're looking to future-proof your business and help more families along the way, you won’t want to miss this one.

Coming Soon. Follow Insurance 360 and stay tuned.

MEMORIAL DAY HOURSIn observance of Memorial Day, Pinnacle Financial Services will be closed Monday, May 25th.To guarante...
05/20/2026

MEMORIAL DAY HOURS

In observance of Memorial Day, Pinnacle Financial Services will be closed Monday, May 25th.

To guarantee submissions to carriers, all business must be received no later than 12 PM EST on Sunday, May 24th.
Please contact the Pinnacle Team with any questions.

Great conversations at the NABIP Connecticut event!Evan Bourgeault from Pinnacle Financial Services connected with Medic...
05/19/2026

Great conversations at the NABIP Connecticut event!

Evan Bourgeault from Pinnacle Financial Services connected with Medicare professionals across Connecticut to discuss the value of ancillary health products and how the right coverage options can help clients better manage out-of-pocket costs.

From dental and hospital indemnity to cancer and recovery plans, ancillary products continue to play an important role in creating more complete protection strategies for Medicare beneficiaries.

To learn more, check out Evan Knows Ancillary and explore his YouTube playlist here: https://youtube.com/playlist?list=PLqPf8v_RpsMefhWTbRf_Brej_7Nh4SL9v&si=sbbF25pgBQwde-rr

Address

Warminster, PA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 8:30am - 12pm
Sunday 8:30am - 12pm

Telephone

+18007726881

Website

https://www.linkedin.com/company/pfsinsurance

Alerts

Be the first to know and let us send you an email when Pinnacle Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pinnacle Financial Services:

Shortcuts

Share

Category