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
Pinnacle AEP Kickoff
August 28
Haddam, CT
Join us for the Pinnacle AEP Kickoff Event at The Riverhouse at Goodspeed Station on Wednesday, August 28th!
Don’t miss out on this invaluable opportunity to prepare for AEP and connect with key players in the industry. Register now and secure your spot!
Pinnacle Championship Series 1
Met Life Stadium
August 29th
Newark – New Jersey
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!
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
Delta Dental
July 15 | 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!
*Please check state and plan options for specific details
Manhattan Life Product Overview
July 17 | 2pm
Join us for an overview of Manhattan Life’s product portfolio!
Topics include:
- Benefit and plan details
- Competitive landscape
- Unique benefits that differentiate their products
- Sales techniques
…and more!
Aetna DVH- Earn Extra $$$
July 19 | 2pm
En Español
Ya sea que venda Medicare Advantage, Suplementos o ACA, la póliza dental independiente es una excelente póliza complementaria. Aetna es una marca nacional con productos que abarcan todo el país.
Los temas incluyen:
- Beneficios destacados
- Cómo cotizar e inscribirse
- Programa de incentivos de Aetna que = ¡más dinero en tu bolsillo!
…¡y más!
2025 Medicare Certifications
July 24 | 2pm
These days partnering with the right FMO for your business can make all the difference. So many agencies forget about you once you contract with them.
For the team at Pinnacle Financial Services, our support begins once you contract.
- Personalized Marketing Support- Medicare Toolkit
- Personalized Contacts to Speak with on your business
- Proven Lead Programs
- Top Contracts with Every Major Carrier
- Experts in Multiple Product Lines- Medicare, Life Insurance, Annuities, Final Expense, and more…
Additionally, state-of-the-art quote, compare, and enrollment technology that we provide for Free to our partner agents.
Being independent does not mean you are alone with the support and team at Pinnacle Financial Services.
Physicians Mutual Product Overview
July 29 | 2pm
Join us for an overview of Physician’s Mutual Medicare Supplement and stand-alone dental product with Trevor Braun!
Topics include:
- Benefit and plan details
- Competitive landscape for their Supplement and dental plans
- Unique benefits that differentiate both products
- Sales techniques
…and more!
2025 Medicare Part D Changes
July 31 | 2pm
Join us for a discussion about plan year 2025 and some massive changes to the Part D program.
Topics include:
- Changes in the phases of coverage
- New Out of Pocket threshold
- Establishment of a new discount program
- How the changes impact seniors and plans going forward
…and more!