Seminar in a Box Program

July 2, 2021

Seminar Selling is Back – Take Your Production to the Next Level with the Seminar in a Box Program from Pinnacle Financial Services.

As we see things opening back up from COVID-19, people are anxious to get out of the house. People are still recovering from the Stock Market Crash of 2020 and looking for sound advice.

Business Meeting with Upward Arrow

PFS offers a seminar-in-a -Box program for Retirement Planning! Sell Life, Annuity, LTC, and Medicare. Be the Go-To for all your client’s needs!

Click here for a webinar on planning an event: Retirement Seminar-in-a-Box

Topics Include The Cost of Healthcare in Retirement, The Cost of LTC, Social Security Maximization, and Much More!

Most Americans drastically underestimate their healthcare costs in Retirement – click here for NY Times article on a BAD FINANCIAL PLAN – Tim Bowers, Bank Robber… – A Financial Plan That Comes With Mugshots

Click here for a webinar on the Presentation: Plan for Healthcare Costs in Retirement

Have the experts from our ‘Retirement Institute’ do the presentation for/with you (for FREE!), or learn how you can easily set up and run your own seminar 

Turnkey Seminar Programs Including:

  • Mailer Options
  • Location Ideas
  • Overall Costs and ROI
  • Pre-done Presentations
  • Technology Needed
  • Social Media Marketing

Detailed reports and client presentation tools designed to help you convert LIFE, ANNUITY, LTC, & MEDICARE sales provided for FREE!

Need an immediate quote-  Call or email us today at 800-772-6881 x-3302 or Annuity@pfsinsurance.com

Annuity Quoting Tool – Annuity Rate watch  
Every agent contracted at PFS will have access to www.annuityratewatch.com for free. This software will allow you to quote nearly every fixed and fixed indexed annuity out there. Quote MYGAs, FIAs, and even Lifetime Income rider comparisons. Click here for a tutorial

PFS has many other ways to Find New Clients!

Pre-set appointments for Life & Annuity Sales Lead Programs with Guaranteed Results, CRM, Ongoing Training & Coaching Exclusive Per-Piece Leads and Direct Mail Campaigns Turnkey Seminar/Webinar Selling Systems Detailed client presentation tools and reporting geared for converting prospects into clients!

Marketing / Lead Co-op Available!

(Co-ops are on an individual basis and based on production)

Are you new to Annuity Sales?

If you are just getting started with Annuities or are just learning about them, click here for more info. Training is provided on products, fact-finding, selling concepts, etc.

New to Pinnacle?

We would love the opportunity to earn your business! Click here for contracting Info

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Josh Horton

Josh Horton

Assistant Vice President | Life & Annuity

x7707 | jhorton@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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