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Join the Pinnacle Team in person or virtually at our training and industry convention events and webinars. Remember to follow our event posts by either subscribing to our emails or clicking the bell icon on the bottom right for direct notifications as soon as they’re available.
Upcoming Webinars
After AEP: What’s next?
November 22 | 2pm
The end of AEP (December 7th) is fast approaching. In order to prepare for what’s next, it’s good to start as soon as possible! There are a record number of SARs (Service Area Reductions) to go along with the Open Enrollment Period that starts in January.
Topics to be discussed:
– How to Prepare
– Marketing Do’s and Don’ts
– Lead Programs
– Exclusive opportunity to earn more money
AEP Add-Ons: Cross-Selling During AEP
November 25 | 10am
Statistically speaking, client retention increases when you have multiple policies in the same house. AEP provides a great opportunity to layer in policies with your clients to help cover gaps in their current coverage.
Topics included:
- Tools available to quote and enroll over the phone
- Marketing guidance
- Tips and Tricks
Exclusive Opportunity to Earn Extra Money!
November 27 | 2pm
Pinnacle Financial Services has partnered with Signify Health to offer an opportunity to earn extra money on all of your current, and future, Medicare clients! Please join us for this training with Jill Suranie, the VP of Channel Development. With all of the uncertainties in the Medicare space removing commissions, it’s imperative to find ways to be a step above the competition. Signify Health will help solidify your relationships with your clients while putting a little bit of $$$ in your pocket this AEP!