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.
Pinnacle 2025 Championship Series
Kia Center
September 18th
Orlando | Florida
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
2025 DSNP Rule Changes
June 11 | 2:00pm
2025 brought important updates to Dual Special Needs Plans (D-SNPs) — and staying informed is key to staying competitive. Join us for a comprehensive overview of what’s changing, how it affects your business, and how to prepare.
Topics will include:
– New Special Enrollment Period (SEP) rules
– Understanding FIDE, HIDE, and AIP models
– Market opportunities and strategic insights
Elevate Your C-SNP Knowledge with Humana
June 13 | 2pm
Join us for an informative webinar focused on Chronic Condition Special Needs Plans (C-SNPs) with Humana. This session will cover everything agents need to know to confidently navigate C-SNP enrollments, including:
– Understanding C-SNP eligibility requirements
– Reviewing essential documents and forms
– Completing the C-SNP Prequalification and Verification of Chronic Condition forms
– Running and interpreting a Verification Form Report
– Utilizing the Special Enrollment Period (SEP) for C-SNPs
– Live Q&A to address your questions
Bridge the Gap – Selling GTL’s Short-Term Home Health Care Plan
June 16 | 2:00pm
Home health care is one of the most overlooked gaps in traditional healthcare coverage — and GTL’s Short-Term Home Health Care plan is designed to help fill that void. This unique product pays a daily benefit directly to your clients, providing essential financial support for services such as skilled nursing, physical therapy, and general nursing care delivered in the comfort of home.
In this webinar, we’ll cover:
– What is Short-Term Home Health Care? – Understand how the plan works and why it’s needed.
– Key Benefit Highlights – Including the valuable prescription drug reimbursement benefit.
– Available Riders and Add-Ons – Customize the coverage to fit your clients’ needs.
– Proven Sales Strategies – Learn how to position this plan to boost your sales and add real value.
Explore the Lincoln Financial Product Portfolio
June 18 | 2pm
Join us for an exclusive look into Lincoln Financial’s comprehensive suite of insurance and annuity solutions—backed by over a century of financial strength and innovation.
Lincoln continues to empower agents and clients alike with tools and strategies designed to build confidence, security, and lasting value. Learn how this trusted carrier is positioned to support your success today—and well into the future.
What You’ll Discover:
– Annuities & Life Insurance Products – Diverse options to meet client needs
– A-Rated & Financially Strong – Built to last, trusted to perform
– Simple Contracting Process – Get appointed quickly and easily
– Top Commissions – With advancement opportunities available
Grow with Devoted: Unlocking the Power of Giveback Plans
June 18 | 11am
Curious About How Giveback Plans Work? Join us for an insightful webinar with Devoted Health where we’ll cover:
– A deep dive into Part B Givebacks
– Proven enrollment strategies to boost your sales
– A look at current 2025 Devoted Giveback plans
– An exclusive preview of our upcoming marketing approach
Quoting Annuities
June 19 | 2:00pm
Quoting Annuities on the Pinnacle website
*Quote MYGA(Multi-Year Guaranteed Annuity)
*Finding the right MYGA
*Quote FIA(Fixed Indexed Annuities)
*Understanding the Index segments
*Quote Income for a Lifetime Income stream of payments
Outshine the Competition with Physician’s Mutual Dental
June 20 | 2:00pm
Join us for a deep dive into Physician’s Mutual’s stand-alone dental product—a solution designed to deliver value, flexibility, and strong sales potential in today’s market.
What You’ll Learn:
– Plan & Benefit Overview – Understand what makes these plans so attractive
– Competitive Landscape – See how Physician’s Mutual stacks up
– Unique Differentiators – Learn the features that set this product apart
– Sales Techniques – Tips to position and sell more effectively
Discover GTL’s All-In-One Hospital Indemnity Solution
June 23 | 2pm
Join us for an exclusive look at GTL’s Advantage Plus Elite — one of the most comprehensive and flexible hospital indemnity plans on the market. With over 85 years of experience, GTL continues to lead the way in innovative ancillary products designed to fill real coverage gaps.
What sets Advantage Plus Elite apart?
– Guaranteed Issue for ages 64.5 to 70
– Unlimited benefit restoration — no cap on how often benefits can reset
– 8 optional riders to tailor coverage to your clients’ needs
– Covers observation stays — a rare and valuable feature
Mastering Medicare Marketing in Your Own Backyard
June 25 | 2pm
Ready to grow your Medicare business without relying on expensive leads or impersonal digital ads? Join us for this session where we’ll show you how to maximize your local presence and build a strong pipeline through grassroots Medicare marketing strategies that work.
This webinar is perfect for agents looking to connect with their communities, establish trust, and generate long-term client relationships—right in their own neighborhoods.
What You’ll Learn:
– Community-Based Outreach Strategies – From senior centers to local events
– Low-Cost Marketing That Gets Results – Flyers, partnerships, referrals, and more
– Building Trust Through Personal Branding – Become the “go-to” Medicare expert in your area
– Leveraging Providers, Pharmacies, and Local Businesses – Collaborations that drive enrollments
– Tracking Success & Staying Compliant – Grow responsibly and sustainably
Accumulation and Guaranteed Income
June 26 | 2:00pm
*Quoting Guaranteed Income on the Pinnacle Website using Annuity Rate Watch
*Understand the options available with Guaranteed Income Annuities using a Fixed Index Annuity
*Know how Guaranteed Income is in the best interest of you client
Lead Success: Proven Programs for Insurance Agents
June 27 | 2:00pm
Lead programs can vary in costs, methods, and most importantly results, and not all are what they seem to be. Here at Pinnacle Financial Services we have vetted every type of lead source over the past 20 years. The only lead programs we discuss are programs where we have seen real-life results.
Lead programs to be discussed:
– Direct Mail
– Lead Star Marketplace
– Turnkey Seminar Selling System
– Social Media and Retail Opportunities
Boost Your Ancillary Sales with National Care Dental
June 30 | 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.