Pinnacle Benefits Services, LLC

The Wholesale Opportunity

Pinnacle Benefit Services, LLC offers brokers/marketers the ability to take Pinnacle’s retail lifestyle benefits that are listed on the various Pinnacle Cash Back portals, and offer those packages on a wholesale basis, to provide value-added benefits to employers, associations/affinity groups, and other large databases of people. Wholesale pricing will be dependent on the size of the group, with pricing discounts enacted when the next level of participating membership is reached.

The Products

Pinnacle currently offers multiple product packages in our wholesale program. Choose any one from the menu that interests you and your client. Each product has its own wholesale contract, or one contract for multiple wholesale packages. As a broker/marketer, your single ISO Agreement with Pinnacle covers your wholesale license for all the listed products, as well as any future products offered in Pinnacle's wholesale program.

In addition, Pinnacle has an “a la carte” menu, should a unique situation arise where a new wholesale package or client-branded package of one of Pinnacle’s existing packages is needed. The creation of a completely new package will include a non-refundable setup fee of ($1000 or $2000? Our current agreement for wholesale list $1000)

Brokers

Responsibilities

Your responsibilities include making the introduction to your potential client for the wholesale opportunity, as well as interacting and communicating with the potential client as needed. You must have a completed ISO Agreement on file with Pinnacle, which allows you to submit a Potential Client Questionnaire for each potential client you have. Once a client has been approved for you to continue working with, you will receive a Client Agreement that you can send to the client to complete and return back to Pinnacle.

Commissions

Brokers will receive 10% level commission, per-member per-month (PMPM), of the wholesale cost the Client remits to Pinnacle Benefits Services, LLC per month for the number of participating members enrolled, (each time a client pays their bill) up to the 25,000 member threshold. Broker shall will receive 5% level commission PMPM from 25,0001 members, up to the 50,000 member threshold. Commission rate on 50,001+ members is TBD.

Special wholesale pricing and commissions are also available on a case-by-case basis under special circumstances.

Costs

The wholesale arrangement is simple. Clients pay a per member per month rate for each member enrolled. Pinnacle will invoice the client based on eligibility files provided in the format that is required from the client.

Benefit Package 1-10,000 10,001-25,000 25,001-50,000 50,001+
Everyday Discounter $2.00 $1.75 $1.50 $1.00
ID Preserve, Single $2.75 $2.50 $2.25 $1.75
ID Preserve, Family $3.50 $3.25 $3.00 $2.50
The Doctor on call $3.00 $2.75 $2.50 $2.00
Premier Savings Network $2.75 $2.50 $2.25 $1.75
Everyday Bundled Saving $6.25 $6.00 $5.75 $5.25
Travel Entertainment Network $2.75 $2.50 $2.25 $1.75
Road Savings $2.90 $2.65 $2.40 $1.90
Beyond Fiscally Fit $2.50 $2.25 $2.00 $1.50
The Pro Plan, Single $3.00 $2.75 $2.50 $2.00
The Pro Plan, Family $3.75 $3.50 $3.25 $2.75
Turnkey ID Solutions $5.00 $4.75 $4.50 $4.25
Compass LMS, Personal $2.50 $2.25 $2.00 $1.50
Compass LMS, Business $3.00 $2.75 $2.50 $2.00
Elite Shopping Membership $4.00 $3.75 $3.50 $3.00
Tech Guy Team $3.11 $2.86 $2.61 $2.11
Pet Care Prime, Bronze $3.05 $2.80 $2.55 $2.05
Pet Care Prime, Silver $4.00 $3.75 $3.50 $3.25
Pet Care Prime, Gold $4.10 $3.85 $3.60 $3.35

All pricing excludes setup, printing and fulfillment charges if applicable.

NOTE: To maintain pricing as shown, a minimum bill of $750 per month is required for each group/product combination.

IMPORTANT: Services are not available to purchase in Iowa, Minnesota, Wisconsin, Maine, Vermont and Utah. These services can be given away as complimentary gifts in those states but may not be purchased. You must inform us if your client intends to do this so the exception can be added into the system for that client group.

Creative Services & Printing Options

  1. If we are creating a client branded version of any listed benefit or other unique package, there is a cost of $2,000 per program. This cost covers the creation of the membership materials and the website and is not refundable.

  2. If selected Pinnacle Benefit Services, LLC can print and fulfill the materials on behalf of the client. The cost for fulfillment will be $6.95 per membership kit fulfilled, provided the booklet does not exceed 52 pages. Pricing on fulfillment with booklets that exceed 52 pages will be quoted on case by case basis. Fulfillment of a stand-alone welcome letter with attached membership card shall be $4.95 per letter fulfilled. Electronic fulfillment is also available at a cost of $0.95 per email fulfillment sent.

  3. If you are doing the creative and fulfillment, Pinnacle Benefit Services, LLC can send you the word documents for each of the membership services at no charge. If you have any questions regarding the information please do not hesitate to contact me.

CONFIDENTIAL INFORMATION

In connection with the undersigned considering, or entering into, a business relationship with Pinnacle Communications International, Inc. (“Pinnacle”), Pinnacle will provide the undersigned with certain proprietary and confidential information regarding the business and operations of Pinnacle and its technologies and proprietary systems and methods of operation.

In consideration for and as a condition to Pinnacle’s furnishing access to such information, the undersigned agrees as follows:

  1. CONFIDENTIAL INFORMATION. As used in this agreement, the term “Confidential Information” means and includes any and all: (a) trade secrets concerning the business and affairs of Pinnacle, product specifications, data, know-how, formulae, compositions, processes, designs, sketches, photographs, graphs, drawings, samples, inventions and ideas, past, current, and planned research and development, network marketing systems and methods and network marketing compensation systems, current and planned marketing or distribution methods and processes, customer lists, current and anticipated customer requirements, price lists, market studies, business plans, computer software and programs (including object code and source code), computer software and database technologies, systems, structures and architectures (and related processes, formulae, composition, improvements, devices, know-how, inventions, discoveries, concepts, ideas, designs, methods and information), and all other facts relating to Pinnacle or its operations, technologies, systems, sales, marketing, promotion, facilities, equipment, personnel, or financing matters, and including any other information, however documented, that is a trade secret within the meaning of Florida law; and (b) information concerning the business and affairs of Pinnacle (which includes financial statements, financial projections and budgets, historical and projected sales, capital spending budgets and plans, and all notes, analyses, compilations, studies, summaries, and other material prepared by the undersigned or his or her representatives containing or based, in whole or in part, on any information included in the foregoing. Confidential Information shall not include any information, which the undersigned can show was not acquired from Pinnacle or its representatives and was already known to the undersigned prior to entering into this agreement or was known to the public generally through no fault of the undersigned.

  2. RESTRICTED USE OF CONFIDENTIAL INFORMATION. The undersigned agrees that the Confidential Information (a) will be kept confidential by the undersigned and its representatives and (b) without limiting the foregoing, will not be disclosed by the undersigned or his or her representatives to any person except with the specific prior written consent of William A. Levine (the "Pinnacle Contact") or except as expressly otherwise permitted by the terms of this agreement. The undersigned and his or her representatives will not use any of the Confidential Information for any reason or purpose other than to consider a business relationship with Pinnacle or in any way detrimental to or in competition with Pinnacle. In addition, for a period of 18 months after the date of this agreement, the undersigned will not attempt to induce any person or entity to terminate their business or employment relationship with Pinnacle.

  3. RETURN OF CONFIDENTIAL INFORMATION. Upon request by Pinnacle, the undersigned (i) will promptly deliver to Pinnacle all documents or other materials furnished by Pinnacle to the undersigned or its representatives constituting Confidential Information, together with all copies and summaries thereof in the possession or under the control of the undersigned or his or her representatives, and (ii) will destroy materials generated by the undersigned or his or her representatives that include or refer to any part of the Confidential Information, without retaining a copy of any such material.

  4. REMEDIES. The undersigned agrees to indemnify and hold Pinnacle harmless from any damages, loss, cost, or liability (including legal fees and the cost of enforcing this indemnity) arising out of or resulting from any unauthorized use or disclosure by the undersigned or his or her representatives of the Confidential Information or other violation of this agreement. In addition, because an award of money damages would be inadequate for any breach of this agreement by the undersigned or his or her representatives and any such breach would cause Pinnacle irreparable harm, the undersigned also agrees that Pinnacle will also be entitled, without the requirement of posting a bond or other security, to equitable relief, including injunctive relief and specific performance.

  5. MISCELLANEOUS

    1. Modification. The agreements set forth in this agreement may be modified or waived only by a separate writing signed by Pinnacle and the undersigned expressly modifying or waiving such agreements.

    2. Assignment. Pinnacle reserves the right to assign all of its rights under this agreement, including the right to enforce all of its terms.

    3. Governing Law. This agreement will be governed by the laws of the State of Florida without regard to conflicts of laws principles.

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