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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
More Prospects, No Underwriting: Wellabe HIP GI up to Age 79
Dec 12 | 2pm
Hospital Indemnity Plans (HIP) can offer your clients peace of mind when it matters most. These plans work alongside their existing health coverage, providing direct cash benefits to help pay for expenses their insurance may not cover—like deductibles, copays, or even everyday bills.
Key Benefits Include:
– Guaranteed Issue for ages 60–79
– Coverage for observation stays
– 7 customizable riders to tailor each policy
– Household discount when another adult resides in the home
Maximize Your OEP Success with BOSS
Dec 17 | 2pm
Join us for a live session where we’ll walk through the BOSS Portal.
Your one-stop hub to:
– Check RTS status
– Request contract changes
– Access commission statements
– Manage your Book of Business
For agencies, we’ll also show how you can track your downline agents and their RTS status in real time.
Plus, get an inside look at the BOSS CRM, built to power your OEP with automation and AI tools designed to save time, boost efficiency, and help you close more business.
Bridge the Gap – Selling GTL’s Short-Term Home Health Care Plan
Dec 19 | 2pm
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.
OEP Lead Opportunities
Dec 22 | 2pm
Now that AEP is over, 2025 OEP is right around the corner! With all of the uncertainty surrounding IRA, it’s important to also have lead opportunities you can use that are cost-effective and have quick turnaround times. In this webinar, we will discuss the following options:
– Digital/Social Media Leads
– Direct Mail
– Preset Appointments
– Important Rules and Regulations
Outshine the Competition with Physician’s Mutual Dental
Dec 24 | 12pm
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
… and more!
Whether you’re already selling dental or looking to expand your offerings, this session will equip you with everything you need to succeed.
How to Cross-Sell to Your Current Book of Business
Dec 29 | 2pm
Statistically speaking, client retention increases when you have multiple policies in the same house. Your current book of business is a great opportunity to layer in policies to help cover gaps in their current coverage. Topics included:
– Tools available to quote and enroll over the phone
– Marketing guidance
– Tips and Tricks
Boost Your Ancillary Sales with National Care Dental
Dec 31 | 12pm
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.