Join Us
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.
Pinnacle 2025 Championship Series
Kia Center
September 18th
Orlando | Florida
Team up with the MVP’s of the insurance industry. Design your playbook for scoring big in Medicare, ACA, Annuities, Life, and Ancillary Health insurance.
Don’t sit on the sidelines for the championship event of the year for insurance agents!
Upcoming Webinars
Inside the Opportunity: D-SNP Integration with UHC
July 7 | 2:00pm
Tap Into New Opportunities with Aetna’s Stand-Alone Dental Plans
July 9 | 2pm
No matter what you’re focused on—Medicare Advantage, Supplements, or ACA—offering dental coverage is one of the easiest ways to increase value for your clients and boost your commissions. In this quick and informative webinar, we’ll walk you through Aetna’s stand-alone dental products, available almost nationwide and designed to pair perfectly with your core offerings.
What we’ll cover:
– Key benefit highlights your clients will love
– How to easily quote and enroll using Aetna’s tools
– Aetna’s Agent Incentive Program — and how it puts more money in your pocket
– Plus tips and use cases from the field
This is a great opportunity to sharpen your product knowledge and grow your business with one of the country’s most trusted carriers.
The Medicare Seminar Playbook
July 14 | 2:00pm
Join us for an in-depth webinar covering the key strategies and best practices for hosting successful Medicare seminars. We’ll walk through everything you need to know, including:
– Choosing the right venue
– Selecting the best dates and times
– Presentation dos and don’ts
– Effective post-seminar follow-up
Fuel Your Growth: Lead Programs That Work
July 16 | 2pm
Struggling to find quality leads—or tired of wasting money on ones that don’t convert? In this quick webinar, we’ll break down Pinnacle’s top-performing lead generation programs available right now. From compliant seminar selling and direct mail to digital campaigns and T65 initiatives, we’ll show you how to get in front of the right clients at the right time.
What we’ll cover:
– Lead types: real-time, seminar, inbound, social, and more
– Free and discounted lead programs through Pinnacle
– Tips to get more from your marketing budget
If you’re serious about growing your Medicare or Final Expense business, this session is a must.
The Medicare Seminar Playbook
July 14 | 2:00pm
Join us for an in-depth webinar covering the key strategies and best practices for hosting successful Medicare seminars. We’ll walk through everything you need to know, including:
– Choosing the right venue
– Selecting the best dates and times
– Presentation dos and don’ts
– Effective post-seminar follow-up
Fuel Your Growth: Lead Programs That Work
July 16 | 2pm
Struggling to find quality leads—or tired of wasting money on ones that don’t convert? In this quick webinar, we’ll break down Pinnacle’s top-performing lead generation programs available right now. From compliant seminar selling and direct mail to digital campaigns and T65 initiatives, we’ll show you how to get in front of the right clients at the right time.
What we’ll cover:
– Lead types: real-time, seminar, inbound, social, and more
– Free and discounted lead programs through Pinnacle
– Tips to get more from your marketing budget
If you’re serious about growing your Medicare or Final Expense business, this session is a must.
Back to Basics: Understanding Life Insurance from the Ground Up
July 18 | 2:00pm
Whether you’re just starting out or looking to refresh your knowledge, this webinar will break down the fundamentals of life insurance in a way that’s easy to understand—and even easier to apply. We’ll cover the different types of life insurance policies, how to match clients with the right coverage, and what every agent needs to know to build trust and close confidently.
This session is designed for agents who want to build a strong foundation in life insurance and turn knowledge into sales.
What You’ll Learn:
• The key differences between term, whole, and universal life
• How to identify the right policy for each client situation
• Common client objections—and how to handle them
• Tips for starting meaningful life insurance conversations
2026 Medicare Certifications
July 21 | 2pm
These days partnering with the right FMO for your business can make all the difference. So many agencies forget about you once you contract with them.
For the team at Pinnacle Financial Services, our support begins once you contract.
– Personalized Marketing Support- Medicare Toolkit
– Personalized Contacts to Speak with on your business
– Proven Lead Programs
– Top Contracts with Every Major Carrier
– Experts in Multiple Product Lines- Medicare, Life Insurance, Annuities, Final Expense, and more…
Additionally, state-of-the-art quote, compare, and enrollment technology that we provide for Free to our partner agents.
Being independent does not mean you are alone with the support and team at Pinnacle Financial Services.
Boost Your Ancillary Sales with National Care Dental
July 23 | 2:00pm
Discover what makes National Care Dental (NCD) one of the top-rated dental carriers in the market. Backed by MetLife and VSP, NCD offers flexible plans with level-for-Life commissions that help agents build long-term value.
Join us for a quick dive into what’s new, what’s working, and how to grow your ancillary sales with confidence.
New Mutual of Omaha Hospital Indemnity
July 24 | 2pm
Exciting news! Mutual of Omaha is launching a brand-new Hospital Indemnity product —Hospital Protection — coming late July. Join us for an exclusive webinar where we’ll walk you through everything you need to know about this highly competitive new offering.
Topics to be discussed:
– Get the inside scoop on the product design and premium structure
– Learn why this product pairs perfectly with High-Deductible G, Medicare Advantage, and ACA plans
– See the initial release states and rollout plans
– Understand how automatic contracting will work for current Medicare Supplement agents
and more!
Don’t miss this opportunity to gain a first-mover advantage with one of the most exciting new products in the market.
Understanding Medicare Supplement Plans: A Beginner’s Guide
July 25 | 2:00pm
Join us for a discussion about Medicare Supplements (also known as Medigap). Topics include:
– What does a Medicare Supplement cover?
– Difference between Medicare Supplements and Medicare Advantage
– Medicare Supplement enrollment periods
– How to quote and enroll Medicare Supplements
More Prospects, No Underwriting: Wellabe HIP GI up to Age 79
July 28 | 2pm
Hospital Indemnity Plans (HIP) can offer your clients peace of mind when it matters most. These plans work alongside their existing health coverage, providing direct cash benefits to help pay for expenses their insurance may not cover—like deductibles, copays, or even everyday bills.
Key Benefits Include:
– Guaranteed Issue for ages 60–79
– Coverage for observation stays
– 7 customizable riders to tailor each policy
– Household discount when another adult resides in the home
Crack the Code: Annuities Made Easy for Agents
July 30 | 2:00pm
Your Step-by-Step Guide to Understanding and Selling Annuities with Confidence
Whether you’re new to annuities or just need a refresher, this training is designed to break things down in a way that actually makes sense. We’ll walk you through the fundamentals of how annuities work, the different types, and when they make the most sense for your clients.
You’ll learn:
– The basics of fixed, indexed, and variable annuities
– How to position annuities as a retirement solution
– Key questions to ask clients to uncover annuity opportunities
– Common myths (and how to bust them)
– Tips to simplify the sales conversation
Don’t miss this chance to sharpen your skills, close more business, and help your clients build a secure future.