Jeff Palo
Vice President at Pinnacle Financial Services, an AmeriLife company.
Jeff is Vice President at Pinnacle Financial Services, where he is responsible for overseeing the sales team, as well as being the key point of contact with the insurance carriers. He has over 16 years of experience in the senior insurance industry, specifically working on the brokerage side with independent agents.
Recent Articles
The Emotional Side of Planning: Helping Families Overcome Financial Avoidance
June 2026
Financial procrastination is one of the biggest “silent killers” to a family’s long-term security. Most people know they should update their insurance, put a will in place, or map out their retirement income, but they often wait instead. It’s not because they don’t care; it’s often because these decisions feel heavy, complicated, or emotionally uncomfortable. …
The AI Advantage in Lead Generation
September 2026
For years, the insurance industry has prioritized low upfront cost per lead (CPL) as the primary measure of marketing success. The assumption was simple: cheaper leads mean more leads, and more leads mean more sales. But this quantity-over-quality mindset obscures a far more damaging reality playing out in the books of business of licensed insurance …
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