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.
Upcoming Events
Lunch and an Overview of the 2025 Product Offerings
Spetember 13
Portland, ME
Lunch is included, come learn about the 2025 plan changes with your local broker managers.
United Healthcare, Humana, Aetna, and Anthem will all be in attendance.
Pinnacle Championship Series 2
Citizens Bank Park
September 19th
Philadephia – Pennsylvania
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!
Pinnacle Championship Series 3
Nissan Stadium
September 26th
Nashvill – Tennessee
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
CenterWell Senior Primary Care
September 11 | 2pm
CenterWell & Conviva Partners!
As we prepare for AEP 2025, Pinnacle Financial Services would like to invite you to learn more about CenterWell/Conviva.
During this session, you will learn about the following topics:
- Value of CenterWell
- Senior Healthcare Ecosystem
- CenterWell Value-Based Care Model
- Business Building Opportunities / Client Retention Support
- Locations of CenterWell
…and more!
Cigna CHS-Protect Your Clients This AEP
September 13 | 2pm
Most people have had cancer effect their lives in some way. Cigna’s CHS coverage can be your client’s piece of mind should the unthinkable happen. In this webinar, we will discuss the following:
Topics include:
- What is a cancer, heart attack, and stroke plan
- Cigna benefit highlights
- Cigna E-app process
- How to market to your current book of business
…and more!
AEP Lead Opportunities
September 16 | 2pm
2025 AEP is right around the corner! With all of the uncertainty surrounding IRA, it’s important to also have lead opportunities you can use that are cost-effective and have quick turnaround times. In this webinar, we will discuss the following options:
- Digital
- Social Media
- Local Events/Seminars
- Telemarketing
- Retail
…and more!
RetireFlo-New Connecture Add-On!
September 18 | 2pm
RetireFlo has recently partnered with Connecture as an optional add-on for your Medicare clients. Retireflo is an online survey that is built specifically for Medicare agents to help them automatically update their Connecture profiles by simply sending a link!
RetireFlo can collect:
- Lists of Drugs, Docs, Hospitals, and Pharmacies
- Permission to Contact
- 48-Hour Scope
With thirteen simple, HIPAA compliant, CMS approved, senior-friendly questions, agents can obtain everything they need to provide enrollment guidance to their clients and prospects!
…and more!
Firelight Annuity E-App Now Available!
September 24 | 2pm
There’s no need to log into multiple carrier websites to submit your e-applications anymore as Firelight can be accessed directly through Pinnacle’s website! With many of Pinnacle’s core annuity carriers integrated, the Pinnacle website is a one-stop shop for managing your annuity business.
Benefits of Firelight include:
- Guarantees access to the most up-to-date and accurate forms
- Enables you to submit your business efficiently, ensuring faster processing and quicker payments.
- Facilitates the swift and easy signature collection, eliminating the need for multiple client visits …and more!
…and more!
Turn Social Security Prospects into…Medicare Clients
September 23 | 2pm
Social Security has many moving parts.
- When to apply?
- How to maximize benefits?
- Qualifications?
…and more!
The RSSA® Program is a turn-key social security education, technology, marketing, and support program to turn insurance agents into trusted social security experts.
This unique approach will differentiate you and provide you with the expertise to help your clients with their Social Security questions and claiming decisions, a much needed and very important service to offer.
This AEP be Life Ready: Guarantee Issue Final Expense
September 20 | 2pm
Life Insurance options regardless of health are a must in your sales bag. For seniors, you need options including true Guarantee Issue.
Additional Features:
- E-app available
- Guarantee Issue up to $25k and can be sold ages 0-85
- Simplified Issue up to $50k and can be sold ages 0-85
- A-rated carriers
A-rated carriers
- 65 Male $10k
- Simplified issue: $55.81/month
- Guarantee issue: $85.16/month
Your clients will thank you for giving them the protection they need in these uncertain times.
…and more!
Delta Dental
September 27 | 2pm
Delta Dental offers a wide variety of affordable individual dental insurance plan options across the country. Benefits include:
- Available in all 50 states
- No waiting periods*
- Accepted by 3 out of 4 dentists nationwide
- Carryover unused annual maximum into the next year and beyond!
..and more!
Oportunidades de Leads en el AEP
September 30 | 2pm
En Español
El AEP 2025 está a la vuelta de la esquina. Con toda la incertidumbre que rodea a la AEP, es importante contar con oportunidades de captación de clientes potenciales que sean rentables y tengan plazos de entrega rápidos. En este seminario web analizaremos las siguientes opciones:
- Digital
- Redes sociales
- Eventos/Seminarios locales
- Telemarketing
- Retail y más..
Inscríbase ahora. Plazas limitadas!