California Broker Magazine

Pinnacle Claims Management Inc.

July 1, 2026 No Comments

Human Relationships > Corporate Processes

Corporate Processes

Welcome to long-term relationships built on trust, continuity, and results. At Pinnacle, we’re dedicated to forging real, human connections. By putting a face to a name and nurturing long-term relationships, your clients can depend on us today, tomorrow, next week, and next year. That’s why they’ll bond with an account team with an average tenure of at least a decade. That’s 10+ years of providing proactive service that anticipates challenges before they become problems.

Are you ready for benefits planning time? Let’s talk. pinnacletpa.com/excellence

Featured in our July 2026 Special Issue – Click here to download!

2026 Senior Summit

July 1, 2026 No Comments

Don’t Miss the 2026 Senior Summit!

New Location

Riverside Convention Center

3637 Fifth Street, Riverside, CA 92501

Registration Information

ONLINE REGISTRATION is open through August 17th*

*After online closes, ONSITE REGISTRATION will be available September 1 to 3, 2026.

Event Details

3 DAYS

Admission

Join us for an exclusive opportunity to explore the latest Medicare product solutions designed to grow your agency. Connect with top industry leaders and forward-thinking experts as they share powerful strategies, insights, and programs to help you stand out and succeed in today’s competitive market.

For More Information

Scan the QR Code or type the URL to register:

https://guestlist.co/events/814630

Scan to Register

Featured in our July 2026 Special Issue – Click here to download!

CalCPA Health

July 1, 2026 No Comments

Health Insurance is Quite the Balancing Act

Your clients expect lower costs, better coverage, and zero confusion. CalCPA Health helps bring it back into balance:

Utilizing Anthem, Delta Dental, and VSP Networks
Exclusive plans for CPA and financial services firms
Support that helps you better serve your clients

For eligibility guidelines and how to write with CalCPA Health, see link to the right. The content contained in this ad is for informational purposes only. For more information, visit CalCPAHealth.com.

CalCPA Health