Focusing on these strategies ensures you can effectively help your clients while maintaining a productive workflow during the critical second half of the AEP. #AEP #PFSInsurance #AEP2025 #InsuranceAgent #AgentTraining #FMOTraining #SalesTips #SalesDirector
关于我们
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.
- 网站
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https://pfsinsurance.com/?utm_source=Linkedin+BIO&utm_medium=LIProfileLink
Pinnacle Financial Services, Inc.的外部链接
- 所属行业
- 保险业
- 规模
- 11-50 人
- 总部
- Warminster，PA
- 类型
- 私人持股
- 创立
- 2001
- 领域
- Medicare、Annuities、Disability、Life、Health、Insurance、Financial Services和Long-Term Care
地点
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主要
获取路线
65 W. Street Rd.
Suite A-101
US，PA，Warminster，18974
Pinnacle Financial Services, Inc.员工
动态
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During Long-Term Care Awareness month, the Pinnacle team is available for case analysis, including quotes, underwriting, and strategies that best fit your client's needs.?Contact us today at 800-772-6881 x-6003 or reach out anytime at?Partnering with Pinnacle | Greg Yodis ? ?https://lnkd.in/gy72qbzV
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Unlocking Success and The Power of Conversations ??? #Insurance360Podcast Change is certainly the norm in the insurance industry. See how you can continue to increase and manage your insurance business in an ever-changing environment. Watch the full episode here: https://lnkd.in/eZRXXcMn #InsuranceAgent #AgentTraining #FMOTraining #AEP2025 #PFSInsurance #FinalRule #CMS #PartD #MedSupp
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Celebrating Pinnacle Promotions!????Rich Danese, Teresa Held, and Diana Vit, thank you for your hard work and commitment to excellence. Rich steps into his new role as Operations and Compliance Coordinator, and Teresa and Diana rise to Senior Support Specialists. You each embody what it means to rise to the top at Pinnacle. Let's celebrate their accomplishments together! #PinnaclePromotions #JoinUsAtTheTop #PFSInsurance #CelebratingSuccess #TeamworkInAction
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Get the latest 2025 Medicare Updates from CMS! Changes to premiums, deductibles, and expanded support for low-income beneficiaries are all covered. Stay informed on Medicare changes and what they mean for you. ???Read the full update on our blog!?https://lnkd.in/eSY8C9Yg #MedicareUpdates #Healthcare #Medicare2025 #PinnacleFinancialServices #AEP2025 #FMOTraining #PFSInsurance #PFSInsuranceBlog #BlogAlert
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Pinnacle Financial Services has teamed up with Signify Health to bring you a unique chance to earn more on all your current and future Medicare clients! Join us tomorrow at 2:00 PM ET for a special training session with Jill Suranie, VP of Channel Development. Signify Health can strengthen your client relationships and boost your income this AEP! ???Register now:?https://lnkd.in/eTtW2Mjg #AEP2025 #PFSInsurance #FMOTraining #SignifyHealth #InsuranceAgentTraining #Webinar #EarnExtraMoney
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???Big updates for the 2025 Medicare Advantage AEP! From suppressed plans on e-platforms to carrier-specific changes, it’s crucial to stay informed and compliant. Contact Pinnacle Financial Services for expert guidance—reach out to our team at?https://lnkd.in/eMVa9gNY?or call 1-800-772-6881. #MedicareAEP #PinnacleFinancialServices #StayCompliant #FMOTraining #AEP2025 #InsuranceAgentTraining
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Today, we pause to reflect on the sacrifices made by those who served with courage, dedication, and honor. Your bravery and commitment have shaped our freedom, and for that, we are forever grateful. To all the men and women who have worn the uniform, thank you for your service. We salute you today and every day. #VeteransDay #ThankYouVeterans #PFSInsurance
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Pinnacle understands that AEP season brings a unique set of challenges and stressors for agents. Between packed schedules, product changes, and client expectations, it can all be overwhelming. Remember, managing stress is important. Take care of yourself! #AEP #StressManagement #SelfCareMatters #AgentLife #PFSInsurance
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November is Here—Fall into Earnings with #PFSInsurance!????#WebinarSeries Celebrate #LTCAwarenessMonth with us and take advantage of our training sessions throughout November! Stay updated on 2025 product changes and sharpen your skills – all webinars are free to attend! This month’s sessions include: ? 2025 MAPD/PDP Crucial Product Updates ? Exclusive Opportunity to Earn Extra Money with Signify Health ? Long-Term Care Training ? 2025 ConnectureDRX Walkthrough and more! Reserve your spot now:?https://lnkd.in/eDx7q7c5 #FMOTraining #PinnacleFinancialServices #LongTermCareAwarenessMonth #InsuranceAgent #Training #Connecture #NovemberWebinars #InsuranceWebinars #SalesAtTheTop