Events In-Person and Virtual Events
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Latest Events Join us in person or virtually at our training and industry convention events!
Latest Webinars
Using Annuities for Guaranteed Lifetime Income March 16 | 2pm
Join us for an educational session on how annuities can be used to create reliable, guaranteed lifetime income for retirement. This webinar will explore strategies that help clients reduce income uncertainty, protect against market volatility, and ensure they do not outlive their savings.
We will review how different types of annuities generate income, when they are most appropriate, and how to position them as part of a comprehensive retirement plan. You will also gain practical insights to help explain these solutions clearly and confidently to clients.
What You Will Learn
– How annuities provide guaranteed lifetime income
– Key differences between income annuity options
– Ideal client profiles and planning scenarios
– How to address longevity risk and market uncertainty
– Strategies for integrating annuities into retirement income plans
– Common misconceptions and how to overcome objections
Whether you work with pre retirees, retirees, or clients seeking income stability, this session will provide actionable knowledge to help you deliver dependable income solutions.
Boost Your Medicare Sales with Pre-Booked Appointments March 17 | 2pm
Grow your Medicare business with Medicare Express, a platform that delivers compliant, pre-booked in-home appointments directly to agents. Spend less time prospecting and more time meeting with qualified prospects who are ready to discuss their Medicare options.
We’ll also cover the new Spanish-language appointment option, helping you reach an even broader market.
Join us to learn how Medicare Express can help you fill your calendar and increase your sales.
Register now, as space is limited!
Portal y CRM para Agentes BOSS Marzo 18 | 2pm
Acompáñenos en una sesión en vivo donde le mostraremos paso a paso el Portal BOSS.
Su centro integral para:
– Consultar el estado de RTS
– Solicitar cambios de contrato
– Acceder a estados de comisiones
– Administrar su cartera de negocios
Para las agencias, también mostraremos cómo pueden supervisar a sus agentes de línea descendente y su estado de RTS en tiempo real.
Además, obtenga una vista exclusiva del CRM BOSS, diseñado para potenciar su OEP con herramientas de automatización e inteligencia artificial que le ayudarán a ahorrar tiempo, aumentar la eficiencia y cerrar más negocios.
BOSS Agent Portal and CRM: Your All In One Business Command Center March 20 | 2pm
Join Pinnacle Financial Services for a live walkthrough of our exclusive BOSS Agent Portal and CRM, a powerful platform available at no cost to contracted agents. Built specifically for insurance professionals, BOSS brings your business tools, data, and workflows into one centralized system to help you operate more efficiently and grow your production.
During this session, we will demonstrate how the portal and CRM work together to simplify daily tasks, provide full visibility into your business, and support both individual agents and agencies.
What You Will See:
– A guided tour of the agent portal and CRM
– How to request and activate access
– Full Book of Business visibility
– Contract and agent number tracking
– Real time commission reporting
– Built in marketing automations
– Sunfire integration and quoting support
– Additional features designed to streamline your workflow
Whether you are new to Pinnacle or already contracted, this training will show you how BOSS can help you stay organized, save time, and focus on what matters most: growing your business.
Su ventaja digital: Recorrido por el nuevo sitio web de Pinnacle Financial Marzo 23 | 2pm
Únase a nosotros para un recorrido en vivo por el sitio web recientemente rediseñado de Pinnacle Financial Services y las herramientas creadas para ayudar a los profesionales de seguros a crecer, promocionarse y escalar su negocio de manera más eficiente. Esta sesión destacará cómo la plataforma de Pinnacle apoya a los agentes en cada etapa, desde la prospección y la educación hasta la presentación de casos y el soporte continuo. Recorreremos el sitio en tiempo real y mostraremos cómo fue diseñado pensando en los agentes.
Lo que verán los agentes:
– Un recorrido guiado por el nuevo sitio web de Pinnacle
– Cómo acceder rápidamente a recursos, herramientas y capacitación para agentes
– Dónde encontrar soporte de productos, asistencia en diseño de casos e información de las aseguradoras
– Cómo el sitio ayuda a optimizar su flujo de trabajo y ahorrar tiempo
– Lo que viene próximamente y cómo los agentes pueden proporcionar comentarios
Ya sea que sea un agente independiente que explora nuevos socios o que ya esté trabajando con Pinnacle, esta sesión ofrece una visión clara de cómo nuestra plataforma digital está diseñada para apoyar su crecimiento.
AI 101 for Insurance Professionals: Transforming Your Workflow March 25 | 2pm
Artificial intelligence (AI) is no longer just a buzzword, it’s a transformative force that’s reshaping industries, including Medicare. Did you know that AI can boost marketing efficiency substantially? For Medicare insurance agents, understanding AI is crucial to staying competitive and delivering top-notch service. Topics to be discussed include:
– Understanding AI and key terms to recognize
– Tools available for you to utilize (free and paid)
– How to implement AI into your current business
– AI do’s and dont’s
…and more!- Understanding AI and key terms to recognize
– Tools available for you to utilize (free and paid)
– How to implement AI into your current business
– AI do’s, and dont’s
Boost Your Ancillary Sales with National Care Dental March 27 | 2pm
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.
Growing Your D-SNP Business in Connecticut with United Healthcare March 30 | 2pm
Looking to grow your book of business and expand your opportunities in the Dual Special Needs Plan D-SNP market? Join us for a Connecticut-specific agent training in partnership with UnitedHealthcare. This session is designed for licensed insurance agents who want to better understand, market, and enroll members into UHC’s three Connecticut D-SNP plans. We will break down eligibility, benefits, and real-world marketing strategies so you can confidently identify prospects and position yourself as a trusted community resource.
During this webinar, you will learn:
– Current and upcoming Medicare Savings Program MSP income limits, including changes effective March 1, 2026
– Income and resource requirements for UHC’s Full Dual Benefit FBDE plans, including both FBDE options available in Connecticut
– A side-by-side comparison of all three UHC D-SNP plans, highlighting key differences agents need to know
– How to leverage the MMV tool in the Jarvis portal to identify eligible prospects more efficiently
– Where and how to market yourself in the community to reach D-SNP-eligible members
– UHC-specific SSBCI protocols, with guidance on how they differ from other carriers
Whether you are new to D-SNPs or looking to sharpen your strategy and increase enrollments, this webinar will equip you with the knowledge, tools, and confidence to grow your D-SNP business in Connecticut.
