Insurance Services


We have helped clients develop comprehensive yet cost-effective insurance programs.


■ Property and Casualty
■ Employee Benefits
■ Life and Disability
■ Individual Health Insurance/Medicare Supplements
■ Private Client Insurance
■ Structured Settlements


Pinnacle Finserv suite of e-view technology products streamline aspects of the risk management process. Our technologies deliver ease-of-use and effectiveness. Insurance services offered through Pinnacle Finserv.

Insurance proposals issued by Pinnacle Finserv, Inc., are outlines of coverage offered by insurers.Pinnacle  Insurance Services,  relies upon information provided by clients/prospects when preparing these proposals. If changes need to be made, please notify our office immediately. All changes are subject to review and acceptance by the insurance company. Proposals do not constitute a contract and do not include all the terms, coverage, exclusions, limitations or conditions of the actual contract language. The policies themselves must be read for those details. For your reference, policy forms will be made available upon request.

In addition to fees, commissions or other compensation retained by Pinnacle Insurance Services,  (“PIS”), it is understood that in some circumstances other parties necessary to arrange placement of coverage may earn usual and customary commissions and/or fees in the course of providing insurance products.

In addition, as is a common practice in the industry, PIS benefits from programs implemented by certain insurers, wholesale brokers (property & casualty) and administrators (benefits) providing for compensation, in addition to commissions and fees, to be paid to PIS based upon differing factors. This additional compensation may include non-cash awards and benefits. The insurance you purchase through PIS may be issued by an insurer, wholesale broker (property & casualty) or administrator (benefits) who has such a program. Further, PIS may receive fees from premium finance transactions (property & casualty). Additionally, PIS may share non-identifiable commercial insurance program data with third-parties for benchmarking purposes (property & casualty). Should you have specific questions concerning PIS compensation or data sharing, please contact your PIS executive.