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
Social Security, Medicare & IRMAA Strategies for Smarter Retirement Planning
Oct 17 | 2pm
Join us for an exclusive webinar with industry experts Travis Stanley and Todd Valles.
This webinar is designed for insurance agents and financial advisors looking to expand their expertise in Social Security planning and strengthen their retirement income strategies. You’ll gain actionable insights on Social Security claiming options, program solvency, taxation, and IRMAA (Income Related Monthly Adjustment Amount) planning, all with a focus on helping clients maximize their benefits and minimize costs.
Key Topics:
– Smart claiming strategies to help clients get the most from Social Security
– Understanding program solvency and its long-term impact
– Navigating taxation on Social Security benefits
– IRMAA planning techniques to reduce Medicare premiums
Meet the Speakers:
Todd Valles, J.D.
Co-founder of IRMAA Certified Planner™, Todd brings 38 years of experience in financial services and insurance. He is a respected educator known for simplifying complex Social Security and Medicare concepts into practical, compliance-ready strategies.
GTL’s Advantage Plus Elite for Your AEP Cross-Selling Solution
Oct 21 | 2pm
This AEP, set yourself apart by offering more than just Medicare coverage. GTL’s Advantage Plus Elite is one of the most comprehensive and flexible hospital indemnity plans available that is designed to fill the gaps Medicare often leaves behind. With over 85 years of trusted experience, GTL equips agents with innovative ancillary products that keep clients protected and satisfied.
Why Advantage Plus Elite is a must-have this AEP:
– Guaranteed Issue for ages 64.5 to 70
– Unlimited Benefit Restoration
– 8 Customizable Riders
– Covers Observation Stays
And much more!
Outshine the Competition with Physician’s Mutual Dental
Oct 22 | 2pm
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.
Final Expense & Legacy Planning: Meeting the Needs of Your Medicare Clients
Oct 24 | 2pm
Life Insurance options regardless of health are a must in your sales bag. For seniors, you need options including true Guarantee Issue.
Additional Features:
– E-app available
– Guarantee Issue up to $25k and can be sold ages 0-85
– Simplified Issue up to $50k and can be sold ages 0-85
– A-rated carriers
Sample Rates:
65 Male $10k
– Simplified issue: $55.81/month
– Guarantee issue: $85.16/month
Your clients will thank you for giving them the protection they need in these uncertain times.
AEP Lead Opportunities for 2026
Oct 27 | 2pm
The 2026 Annual Enrollment Period is here! Are you ready to maximize your lead generation strategy?
Join us for an exclusive webinar where we’ll explore high-impact, cost-effective lead opportunities you can start using right away. Discover proven tactics with fast turnaround times that will help you connect with more prospects and grow your book of business.
We’ll cover:
– Digital Marketing Strategies
– Social Media Campaigns
– Local Events & Seminars
– Telemarketing Tactics
– Retail Lead Programs
From Healthcare to Wealthcare: Leveraging AEP to Build Retirement Security
Oct 29 | 2pm
Join us for a powerful training session where we’ll show you how to go beyond Medicare during AEP and position yourself as a trusted retirement planner. Learn how to naturally transition client discussions from healthcare coverage into broader conversations about protecting income, building wealth, and securing legacies.
In this session, you’ll discover:
– How to identify cross-selling opportunities during AEP without overwhelming clients
– Simple strategies to introduce life insurance and annuities alongside Medicare discussions
– Ways to position yourself as both a healthcare and wealth care resource for seniors
– Tools to increase client retention and boost revenue per household
Boost Your Ancillary Sales with National Care Dental
Oct 31| 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.