Events In-Person and Virtual Events
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Upcoming Events Join us in person or virtually at our training and industry convention events!
Latest Webinars
The Private Bank Strategy: How to Use Your Life Insurance to Fund Your Life February 11 | 2pm
Join us for an agent-exclusive webinar focused on the Private Bank Strategy and how top producers are using properly structured life insurance to create powerful, client-centric solutions. This session is designed for insurance professionals who want to move beyond basic protection sales and into higher-value conversations that drive larger cases, deeper client relationships, and long-term retention.
What agents will learn:
– How the Private Bank Strategy works and when to position it
– Structuring cash-value life insurance for living benefits
– Ideal client profiles and fact-finding cues
– Common objections and how to address them compliantly
– How Pinnacle supports agents with design, case development, and carrier access
Whether you’re looking to increase average case size, differentiate your practice, or expand into advanced planning strategies, this webinar will show how Pinnacle helps agents execute confidently and compliantly.
GTL’s Advantage Plus Elite for Your OEP Cross-Selling Solution February 13 | 2pm
This OEP, 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 OEP:
– Guaranteed Issue for ages 64.5 to 70
– Unlimited Benefit Restoration
– 8 Customizable Riders
– Covers Observation Stays
And much more!
Don’t miss this opportunity to add a proven income-booster to your OEP toolkit and give your clients the coverage confidence they deserve.
Maximize Your OEP Success with BOSS February 16 | 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.
MYGAs: The CD Alternative: How to Lock in Higher Guaranteed Rates Today February 18 | 2pm
Join us in covering Multi-Year Guaranteed Annuities (MYGAs) and how they can be positioned as a competitive, client-friendly alternative to traditional CDs. With rising rate sensitivity and risk-averse clients, MYGAs have become a high-demand product. This session focuses on practical sales strategies, positioning, and how to identify opportunities within your existing book.
What agents will learn:
– How MYGAs compare to CDs from a client perspective
– Ideal MYGA client profiles and prospecting angles
– How to position guarantees, surrender periods, and tax deferral
– Common compliance considerations and objections
– How Pinnacle helps agents access top carriers and competitive rates
This webinar is ideal for agents looking to add predictable, scalable annuity production while providing conservative solutions clients are actively seeking.
C-SNP Basics: A Beginner’s Guide for Medicare Agents February 20 | 2pm
Are you new to Chronic Special Needs Plans (C-SNPs) or looking for a refresher on how they work? This beginner-friendly webinar is designed to give agents a solid foundation in C-SNPs, including what they are, who qualifies, and how to effectively present them to eligible clients.
We’ll walk through the core features of C-SNPs, the most common chronic conditions that trigger eligibility, and how to navigate the certification and enrollment process with confidence. You’ll also learn tips for identifying prospects, avoiding compliance pitfalls, and maximizing your impact and commissions in this often overlooked market.
What You’ll Learn:
– What qualifies a beneficiary for a C-SNP and how to verify eligibility
– Key benefits and differences between C-SNPs and standard Medicare Advantage plans
– How to position C-SNPs as a solution, not just a product
– Sales and retention strategies
Whether you’re expanding into Medicare for the first time or looking to round out your toolkit, this session will help you unlock the potential of C-SNPs and better serve a growing population in need.
Selling Medicare Supplements During OEP February 23 | 2pm
Join us for an educational webinar focused on how insurance agents can approach Medicare Supplement sales during the Medicare Advantage Open Enrollment Period (OEP), while remaining compliant and client focused.
This session will clarify what OEP allows and does not allow, how Med Supp conversations fit within this enrollment window, and how to properly identify opportunities without triggering compliance issues. We’ll also cover how to transition conversations from Medicare Advantage reviews to Medicare Supplement discussions when appropriate.
What You’ll Learn:
– What is permitted during Medicare Advantage Open Enrollment Period (OEP)
– How and when Medicare Supplement discussions are allowed
– Identifying clients who may be better suited for a Med Supp plan
– Proper documentation and compliance considerations
– Common pitfalls agents face during OEP and how to avoid them
Whether you primarily sell Medicare Advantage, Medicare Supplements, or both, this webinar will help you navigate OEP confidently and uncover compliant Med Supp opportunities.
Identifying Coverage Gaps in Your Existing Book February 25 | 2pm
Client retention increases significantly when multiple policies are written within the same household. Your existing book of business presents a powerful opportunity to deepen relationships, close coverage gaps, and grow revenue without chasing new leads. In this webinar, we’ll show you how to efficiently identify cross-sell opportunities within your current clients and confidently layer additional policies using simple, compliant processes.
What You’ll Learn:
– How to identify coverage gaps within your existing book
– Tools available to quote and enroll policies over the phone
– Marketing guidance to re-engage current clients
– Practical tips and proven strategies to increase household retention
– Ways to grow revenue while providing more comprehensive protection
Whether you’re focused on improving persistency, increasing policy count, or maximizing the value of your book, this session will give you actionable strategies you can implement immediately.
Boost Your Ancillary Sales with National Care Dental February 27 | 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.
