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 

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.

How to Cross-Sell to Your Current Book of Business

Jan 2 | 2pm

Growing your existing relationships is one of the most effective ways to increase retention and long-term value. When clients have multiple policies in the same household, loyalty and persistency rise significantly. Your current book of business offers a powerful opportunity to identify coverage gaps and confidently introduce additional solutions.

In this session, we will cover:
– Tools available to quote and enroll clients over the phone
– Proven marketing guidance to support cross-selling efforts
– Practical tips and tricks you can implement right away

Fuel Your Growth: Lead Programs That Work

Jan 5 | 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

★★★★★

“[Pinnacle’s] support in our marketing program was greatly appreciated.”

B.P., Arizona
★★★★★

“With an array of marketing organizations in our industry, Pinnacle certainly lives up to their name. ”

J.C., Pennsylvania
★★★★★

“[Pinnacle] has allowed us to get an edge on our competition.”

R.H., Delaware

Why Choose Pinnacle?

We offer the tools, support, and training to best spend your time and expand your insurance business