SFA Insurance Services
Through SFA Insurance Services powered by Pinnacle, you enjoy a support team to assist you with your clients’ planning needs. This team is comprised of experts from a variety of fields – insurance planning, business planning, marketing support, annuity planning, and works with advisors to help identify opportunities and generate new business.
In addition to the support team, you also have access to the SFA Insurance Services online portal, which allows you instant access to quoting tools, marketing campaigns, educational materials, and contact information for every department of the support team.
All of this support is available to you when you work with the part of SFA Insurance Services that is powered by Pinnacle, but we also understand that some of you have established relationships with other providers and we will continue to enthusiastically support our relationships with these organizations.