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.
Free Educational Seminar
Maximizing Retirement Income: Social Security & Annuity Strategies for Advisors
Nov 13th
The Alloy, a DoubleTree by Hilton
301 W. Dekalb Pike | King of Prussia, Pa 19406
Join us for a free educational seminar exclusively for Insurance Agents and Financial Advisors — featuring expert-led training on Social Security Planning through the National Social Security Advisor (NSSA®) Program, and how to integrate Annuities into comprehensive income planning strategies.
Upcoming Webinars
Selling Medicare Supplements During AEP
Nov 10 | 2pm
While most AEP discussions focus on Medicare Advantage and Prescription Drug Plans, it’s important not to overlook Medicare Supplements. For clients who can pass underwriting or qualify for a special election period, Medicare Supplements can be an excellent alternative. Join us for this informative session where we’ll explore how to identify opportunities and confidently present Medicare Supplement options during AEP.
Topics include:
– The key differences between Medicare Supplements and Medicare Advantage
– Potential enrollment opportunities during AEP
– Effective marketing ideas to reach your audience
– How to quote and enroll clients in Medicare Supplements
Principal Protection and Performance with Oceanview Life
Nov 12 | 2pm
Join us for an exclusive session where we dive into the features and strategies behind Oceanview Life’s annuity products—a solution that’s helping agents stand out and drive results.
What You’ll Learn:
– Simple and straight forward annuity products
– A Rated Carrier – Trusted strength and stability
– Multi-Year Guaranteed Annuity and Fixed Indexed Annuity options
– Issue Ages Up to 89 – Broaden your client base
– E-App Ready – Streamline your sales process
Discover the Benefits of Wellabe Hospital Indemnity
Nov 14 | 2pm
Hospital Indemnity Insurance can bring peace of mind to your clients when they need it most. Wellabe’s Hospital Indemnity Plan (HIP) complements existing health coverage by providing cash benefits to help with expenses their health plan doesn’t cover, including everyday bills. Join us to learn how this valuable coverage can enhance your clients’ protection and strengthen your portfolio.
Benefit highlights include:
– Guaranteed Issue for ages 60 to 79
– Coverage for observation stays
– Seven comprehensive riders to customize coverage
– Household discount available when another adult lives in the home
Cigna CHS: Protect Your Clients from the Unexpected with Gap Coverage
Nov 17 | 2pm
Cancer, heart attacks, and strokes can strike without warning and many clients aren’t financially prepared. Cigna’s Cancer, Heart Attack & Stroke (CHS) plan offers critical gap coverage that provides peace of mind when it’s needed most.
In this webinar, you’ll learn how to position CHS coverage as an essential layer of protection for your clients. We’ll walk through:
• What CHS (Cancer, Heart Attack & Stroke) insurance is and who needs it
• Key Cigna benefit highlights that set this plan apart
• A step-by-step overview of Cigna’s streamlined e-App process
• Strategies to market CHS to your existing book of business
Exclusive Agent Portal and CRM
Nov 19 | 2pm
Pinnacle Financial Services invites you for a look at our exclusive agent portal and CRM known as Boss. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– Agent portal walkthrough
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Track all your contracts and agent numbers
– Commission Tracking
– Marketing Automations
– Sunfire Integration
Tap Into New Opportunities with Aetna’s Stand-Alone Dental Plans
Nov 21 | 2pm
No matter your focus, whether it’s Medicare Advantage, Medicare Supplements, or ACA, offering dental coverage is one of the easiest ways to add value for your clients and increase your commissions. In this quick and informative session, we’ll walk you through Aetna’s stand-alone dental products, available in most states and designed to complement your existing portfolio.
What we’ll cover:
– Key benefit highlights your clients will appreciate
– How to quickly quote and enroll using Aetna’s tools
– Details about Aetna’s Agent Incentive Program and how it rewards you
– Real-world tips and success stories from the field
This is a great opportunity to strengthen your product knowledge and grow your business with one of the nation’s most trusted carriers.
Get Ready for What’s Next. Navigating Post-AEP Opportunities
Nov 24 | 2pm
The end of AEP (December 7th) is fast approaching, and preparation is key to staying ahead. With a massive amount of Service Area Reductions (SARs) and the Open Enrollment Period beginning in January, now is the perfect time to position yourself for success. Join us for this exclusive session where we’ll share actionable strategies to help you transition smoothly and make the most of the opportunities ahead.
Topics include:
– How to prepare for post-AEP success
– Marketing do’s and don’ts to stay compliant and effective
– Lead programs that deliver results
Boost Your Ancillary Sales with National Care Dental
Nov 26 | 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.