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 Fixed Index Annuity Products from Legacy Marketing Group
April 9 | 2pm
Turn Social Security Prospects into…Medicare Clients
April 11 | 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.
Fuel Your Growth: Lead Programs That Work
April 14 | 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
BOSS Agent Portal and CRM
April 15 | 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 and Connecture Integration
– Dialer Integration
Master ACA Enrollments with Health Sherpa
April 16 | 2pm
Are you ready to simplify ACA enrollments and maximize your productivity?
What You’ll Learn:
- Effortlessly quote and enroll clients using Health Sherpa
- Navigate the platform like a pro to save time and increase efficiency
- Tips and tricks to maximize your ACA sales
Don’t miss this opportunity to master the tools that top agents are using to crush their ACA enrollments!
BOSS Agent CRM Training
April 17 | 3:30pm
Pinnacle Financial Services invites you for a look at our exclusive agent CRM known as BOSS. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration
– Email System
Opportunity to Earn Extra Money!
April 21 | 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!
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 this AEP!
BOSS Agent Portal and CRM
April 22 | 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 and Connecture Integration
– Dialer Integration
Crack the Code: Annuities Made Easy for Agents
April 23 | 2pm
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
BOSS Agent CRM Training
April 24 | 3:30pm
Pinnacle Financial Services invites you for a look at our exclusive agent CRM known as BOSS. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration
– Email System
Boost Your Sales with Aetna’s Stand-Alone Dental Plans
April 25 | 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
Expanding Care: Florida Blue’s Chronic Special Needs Options
April 28 | 2pm
Join us for a targeted overview of Florida Blue’s Chronic Special Needs Plans—designed for individuals living with chronic health conditions. In this quick webinar, we’ll explore how these plans work, who qualifies, and how you can use them to better serve your clients and grow your Medicare business in Florida.
You’ll learn:
– C-SNP eligibility and enrollment tips
– Unique benefits Florida Blue offers
– How to position these plans in your market
Exclusive Agent Portal and CRM
April 30 | 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
BOSS Agent Portal and CRM
April 30 | 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 and Connecture Integration
– Dialer Integration
BOSS Agent CRM Training
May 1 | 3:30pm
Pinnacle Financial Services invites you for a look at our exclusive agent CRM known as BOSS. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration
– Email System