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 Webinars
Exclusive Opportunity to Earn Extra Money!
January 22 | 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 $$$ in your pocket!
Physicians Mutual Dental
January 23 | 2pm
Join us for an overview of Physician’s Mutual stand-alone dental product.
Topics include:
- Benefit and plan details
- Competitive landscape for their dental plans
- Unique benefits that differentiate their dental from the rest
- Sales techniques
…and more!
2025 DSNP Rule Changes
January 24 | 2pm
2025 is here and, with it, changes to the way Dual Special Needs Plans (DSNP) work. Join us for a discussion about what these changes are and how to be prepared.
Topics include:
- New SEP Rules
- What is a FIDE, HIDE, AIP?
- Market opportunities
…and more!
Retirement Seminars
January 27 | 2pm
Planning for retirement can be daunting for many of your current, and future, clients. Many of them will come to their trusted advisor seeking guidance and advice on where to turn. Conducting seminars on these important topics can help strengthen your current client relationships while also building a lead pipeline for the future.
Topics include:
- How to find a venue
- Presentation types
- Optimal dates and times
- Post-seminar follow-ups
- Annuity or Social Security? What puts people in the seats?
Exclusive Opportunity to Earn Extra Money!
January 29 | 2pm
Pinnacle Financial Services has partnered with Signify Health to offer an opportunity to earn extra money on all of your current, and future, Medicare clients! Please join us for this training with Jill Suranie, the VP of Channel Development. With all of the uncertainties in the Medicare space removing commissions, it’s imperative to find ways to be a step above the competition. Signify Health will help solidify your relationships with your clients while putting a little bit of $$$ in your pocket!
ACA 101
January 31 | 2pm
The Affordable Care Act is a great compliment to any other products you offer, especially Medicare. Join us for an in-depth look at what ACA is and how to add it to your present offering of products.
Topics include:
- What is ACA?
- How to quote and enroll
- Sales techniques and market opportunities
- How to get contracted and certified
…and more!