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Pinnacle Assist
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Pinnacle Assist

We create, nurture and book the lead. You just close.

$0 upfront lead generation for Pinnacle agents.

Booked on your calendarRev share on deals
ApplySee how it works

Your calendar

Example week

Demo data

Calls booked for you

This week

  • Thu12Mortgage protection10:00 AMUp next
  • Thu12IUL2:30 PMBooked
  • Fri13Final expense11:00 AMBooked
Reminders go out before every call3 of 3 confirmed
New call booked

Why agents quit

85% of new agents are gone within four years.

Most new agents spend their first years building nine systems on their own before the first policy. We did too. Not everyone has to anymore, and we know how to help.

systems to build and run, for one agent

  • Ads
  • Lead buying
  • Texting
  • Email
  • Booking
  • Follow-up
  • Client portals
  • Tracking
  • Compliance

Source: LIMRA. About 15% of new full-time agents were still with their hiring company after four years.

How we fix it

We automate leads. You just sell.

We run all nine for a share of each deal you close. Not a lead vendor: no upfront cost, and we only get paid when you do.

  1. 1Step 1Us

    We create

    Ads bring in new leads.

    Sponsored

    Protect your mortgage

    Get a quote
  2. 2Step 2Us

    We nurture

    Every lead is followed up until they're ready.

    Still looking at coverage?

    Yes, can we talk Thursday?

    Followed up until ready

  3. 3Step 3Us

    We book

    The call lands on your calendar.

    MTWTF

    Thu 10:00 booked

  4. 4Step 4You

    You close

    That's your only step.

    Policy written

    Show up, run the call, write the policy.

How the rev share works

How is it $0 upfront?

Rev share just means we split the commission. When you write a policy our marketing brought you, you add us as second agent. That's the whole flow.

Writing agent
You
Second agent
Us

Split commission · 50/50

You50%
Us50%

We only get paid when a policy is sold. Your split is set in your signed agreement.

  • $0

    Upfront cost or fee to join

  • $0

    Setup cost, we handle the setup

  • Yours

    Your existing book of business stays with you

Why a lead vendor can't do this

  • A licensed agency behind every deal
  • The same products and carriers
  • A contracting team

The culture

Exclusively built for Pinnacle agents & agencies.

President's Club, Monday live training and a summit tour. The accelerator runs inside all of it.

Monday live training with Chris Maka on stage
Monday live training · 3pm ET
  • President's ClubTop agencies recognised by name.
  • Monday live training3pm ET, every Monday.
  • Summit tourOrlando, Tampa, Apple Valley, Provo.
People over profit.@thepinnaclelifegroup
  • President's Club agency: Visionaries
  • Monday live training with Chris Maka on stage
  • Pinnacle Annual Summit, Orlando
  • President's Club agency: Prosper Agencies
  • Tampa event speaker panel
  • President's Club agency: Flow State Financial
  • PNCL Summit, Provo
  • We Are Pinnacle
  • President's Club agency: Believe Insurance Group
  • Monday live training
  • Summit Series Tour, Apple Valley
  • President's Club agency: The Good Boys
  • Sales Mastery event

From Pinnacle's own feed, @thepinnaclelifegroup.

Set up in minutes

Just ask your AI.

Copy this prompt into Claude or ChatGPT. It tells your AI what Pinnacle Assist is, asks you a few questions and fills in your application. We reach out to set you up.

Open in ChatGPTOpen in Claude

Your AI · Claude or ChatGPTDemo data
Help me apply to Pinnacle Assist. I'm licensed in Texas and Florida and I sell mortgage protection and IUL.

Got it. Your application has:

  • Name, email and phone
  • NPN added
  • Licensed in Texas and Florida
  • Products: mortgage protection, IUL
  • Upline added

Here's your link. Check it and press Apply.

Ask anything…↵

Apply

Apply. Join an opportunity call.

For new and existing Pinnacle agents. We'll text or email you to book your spot.

  • Stay in your Pinnacle agency
  • Your existing book stays yours
  • Free to start, no fee to join
  • Mortgage protection, IUL, final expense and life
Your application
Which one are you?
Products you sell (optional, pick any)