Pinnacle Financial Services Announces 2020 Sales Summit


“Our goal for the Summit is simple, provide our agent partners accessibility to the top carriers in the industry” said Kevin Shields, CEO at Pinnacle Financial Services

Pinnacle Financial Services, a well-known leader in sales of insurance and financial products serving the senior market, today announced the date and exhibitor lineup of its annual Sales Summit. The event which will focus on providing valuable product and sales information on Medicare Advantage, Part D, Medicare Supplements, Life Insurance, Annuities, Final Expense and Ancillary Health. The Summit will take place at the Sheraton Valley Forge in King of Prussia, PA from March 10th – 11th, 2020.

The conference will include a combination of exhibits, training and breakout sessions that bring the top insurance professionals together with the premier insurance carriers in one location to build on sales strategies and best practices.

Featured presenter this year is John Greene NAHU Vice President of Congressional Affairs. He will be discussing a multitude of topics critical to insurance professions including information on Medicare Legislative changes and updates on Medicare for All, MACRA and COBRA to name a few.

“Our goal for the Summit is simple, provide our agent partners accessibility to the top carriers in the industry” said Kevin Shields, CEO at Pinnacle Financial Services. “This year, our speakers will focus on growing sales through education and use of Pinnacle’s state of the art technology platform.”

The Summit will also feature a who’s who of insurance carriers with focus on the senior market including, United Healthcare, Aetna, Independence Blue Cross, CIGNA, Humana, Anthem, Lincoln Financial Group, AIG, Guarantee Trust Life, ARM leads and Oakstreet Health.

“Education is more important than ever as the insurance landscape continues to evolve. From more providers to continuing pressures from legislative changes today’s insurance professional can never stand still,” states Angela Palo, EVP.

Under Kevin and Angela’s leadership Pinnacle Financial Services has become one of the largest and most respected organizations of its type. Specializing in the Medicare market and retirement solutions, Pinnacle has continued to focus on delivering its service first value proposition to its partner agents.

About Pinnacle Financial Services, Pinnacle Financial Services based in Warminster, PA is a National agency doing business in all 50 states. An innovative agency and market leader in the Senior Market, Pinnacle continues to grow its brand through service to their agent distribution and longstanding business relationships with their carrier partners.

For more information, please contact:

Bob Brzyski

Vice President of Marketing

800-772-6881

BBrzyski@PFSinsurance.com For Summit news and updates, please go to http://www.PFSSummit.com

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