Introducing Pinecone's Free Agency Model

The First and Only Subscription Based Platform to Help You
3-5X Your Annual Production

Without Compromising Your Independence

The Silent Partner For:

Life Insurance Agents | Medicare Agents | Annuity Agents | Investment Advisers

We will help you unlock your inner potential so you can excel in your professional field.
Learn to use all the related tools, walk into a job and be a rockstar from day one.

All-Inclusive Training and Support:

Access a wealth of resources from marketing to management—everything an FMO/IMO offers and more, without restrictive affiliations.

Control how you learn & progress

We will help you unlock your inner potential so you can excel in your professional field.
01

Autonomy and Independence

 Empower your practice with Pinecone’s tools and retain full independence—no FMO/IMO affiliation required.
02

Commission Freedom:

Keep what you earn; we don’t touch your commissions. Pinecone is your partner in profit, not a middleman in your revenue stream.
03

Zero Production Requirements:

Say goodbye to quotas. Pinecone supports your growth at your pace, free from production level pressures.
04

Expanded Business Scope:

With Pinecone, diversify your services beyond traditional insurance offerings, tapping into comprehensive financial planning and wealth management.
05

Customized Marketing Resources:

Leverage Pinecone’s marketing expertise to reach your clients effectively, with resources tailored to your unique brand.
06

Personal Growth and Development:

Grow with Pinecone’s educational platform, offering continuous learning and development opportunities beyond those provided by FMOs/IMOs.

MEET YOUR SILENT PARTNER IN...

Business Building | Sales | Technology | Success.

We will help you unlock your business potential so you can excel in your territory.
Learn best practices, standard operating procedures, sales secrets, and technology tools needed to be a TOP ADVISOR and one of the first with a CIFA (Certified Independent Fiduciary Advisor) designation.
Write your awesome label here.

Explore Our Ecosystem

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Easy as one, two, three

Choose your plan

Monthly
Annual: 33% OFF

Pinecone
Preview

FREE

Get Free Access to Preview Courses and Resources Across All Pinecone Plans. No Credit Card Required.
 

Sign Up Instantly for a Peek Behind the Curtain.
  • Unlimited Access to Preview Content
  • Example Video and eBook Content to Browse
  • Preview and Edit Sample White Label Documents
  • Preview the  Academy Learning Experience

Business Accelerator
(Single User)

$99/mo

Designed to introduce you to the Pinecone Ecosystem with Sales, Planning and Marketing Courses to capture and close more deals.

For Single Producers.
  • Sales Success Series
  • Para-Planning Playbook
  • Marketing Mastery Map
  • Digital Marketing Jump Start
  • Save & Succeed Partners

Business Professional
(Up to 3 Users)

MOST POPULAR PLAN

$299/mo

Everything in Accelerator, plus Website Wizard with pre-made SEO optimized websites, our massive library of 75+ white labeled document templates, lead magnets, and more.
For teams of up to 3.
  • Everything in Business Accelerator
  • Website Wizard+Hosting (Domain Required)
  • Completely Customizable Content Library
  • White Labeled Lead Magnets
  • Email Drip Templates (MailChimp Required)

Business Empire
(Up to 9 Users)

$499/mo

Everything in Professional, plus access to our Total Technology Toolkit, your new marketing, lead tracking, and optional business command center, built on the World's #1 CRM - Salesforce.
For teams of up to 9.
  • Everything in Business Professional
  • Total Technology Toolkit CRM
    (Salesforce Subscription Required)
  • Integrated Action Plan Tasks
  • Weekly Email Masterclass (Coming Soon)

Pinecone
Preview

FREE

Get Free Access to Preview Courses and Resources Across All Pinecone Plans. No Credit Card Required.
 

Sign Up Instantly for a Peek Behind the Curtain.
  • Unlimited Access to Preview Content
  • Example Video and eBook Content to Browse
  • Preview and Edit Sample White Label Documents
  • Preview the  Academy Learning Experience

Business Accelerator
(Single User)

$66/mo ($792/year)

Designed to introduce you to the Pinecone Ecosystem with Sales, Planning and Marketing Courses to capture and close more deals.

For Single Producers.
  • Sales Success Series
  • Para-Planning Playbook
  • Marketing Mastery Map
  • Digital Marketing Jump Start
  • Save & Succeed Partners

Business Professional
(Up to 3 Users)

MOST POPULAR PLAN

$199/mo ($2,393/year)

Everything in Accelerator, plus Website Wizard with pre-made SEO optimized websites, our massive library of 75+ white labeled document templates, lead magnets, and more.
For teams of up to 3.
  • Everything in Business Accelerator
  • Website Wizard+Hosting (Domain Required)
  • Completely Customizable Content Library
  • White Labeled Lead Magnets
  • Email Drip Templates (MailChimp Required)

Business Empire
(Up to 9 Users)

$333/mo ($3,994/year)

Everything in Professional, plus access to our Total Technology Toolkit, your new marketing, lead tracking, and optional business command center, built on the World's #1 CRM - Salesforce.
For teams of up to 9.
  • Everything in Business Professional
  • Total Technology Toolkit CRM
    (Salesforce Subscription Required)
  • Integrated Action Plan Tasks
  • Weekly Email Masterclass (Coming Soon)
Write your awesome label here.

TESTIMONIALS

Our Users love us, and you will too! Hear what they have to say.

Our Advisors talk about their invaluable experiences working with Pinecone, providing direction, certainty, and success.

Download the PINECONE MOBILE app

Are You Ready to Meet Your Silent Partner in Success?
Now Available on Mobile

Write your awesome label here.