Events In-Person and Virtual Events
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Latest Events Join us in person or virtually at our training and industry convention events!
Latest Webinars
Turn Unaffordable Coverage into Opportunities with Manhattan Life’s Affordable Choice Plan March 2 | 2pm
Join us for a training on Manhattan Life’s Affordable Choice Plan, a hospital confinement fixed indemnity solution designed for clients seeking affordable alternatives to traditional major medical coverage.
We will review how the plan works, key benefits, ideal client profiles, and how it compares to ACA options. You will also see a walkthrough of the online enrollment process so you can begin writing business immediately.
– What You Will Learn
– How the Affordable Choice Plan pays benefits
– Key features including hospital, surgery and outpatient coverage
– Plan options and sample premiums
– Who the plan is best suited for
– Positioning alongside ACA plans
– Step-by-step online enrollment
This session will give you the tools to confidently present Affordable Choice and expand your product portfolio.
Mastering the Art of Seminar Selling: A Medicare Agent’s Guide to Successful Events March 4 | 2pm
Join us for a practical training designed to help Medicare agents host successful seminars that generate quality prospects and enrollments. Learn how to plan, promote, and deliver compliant educational events that build trust and turn attendees into clients.
What You Will Learn:
– How to choose venues, dates, and formats that drive attendance
– Proven strategies to attract qualified prospects
– Tips for delivering a presentation that educates and converts
– Effective appointment setting and follow-up techniques
If you want to grow your Medicare book through live events and create a consistent pipeline of new business, this session will give you the tools to succeed.
Entering the Medicare Market: A Beginner’s Guide for Agents March 6 | 2pm
Join us for an introductory training designed for agents who are new to Medicare or looking to expand into the senior market. This session will provide a clear overview of how Medicare works, the types of plans available, and how agents can confidently begin offering Medicare solutions to clients.
You will learn the fundamentals of Parts A, B, C, and D, key enrollment periods, and the differences between Medicare Advantage and Medicare Supplement plans. We will also discuss how to position Medicare as a long term opportunity and build a sustainable book of business.
What You Will Learn
– How Medicare coverage is structured
– Key enrollment periods and eligibility basics
– Differences between Medicare Advantage and Supplement plans
– Ideal client opportunities for new agents
– First steps to launching your Medicare agency
If you are ready to enter one of the most stable and growing segments of the insurance industry, this session will give you the foundation to get started with confidence.
The Private Bank Strategy: How to Use Your Life Insurance to Fund Your Life March 9 | 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.
Your Digital Edge: A Walkthrough of Pinnacle Financials' New Website March 11 | 2pm
Join us for a live walkthrough of Pinnacle Financial Services’ newly redesigned website and the tools built to help insurance professionals grow, market, and scale their business more efficiently. This session will highlight how Pinnacle’s platform supports agents at every stage, from prospecting and education to case submission and ongoing support. We’ll walk through the site in real time and show how it was designed with agents in mind.
What agents will see:
– A guided tour of the new Pinnacle website
– How to quickly access agent resources, tools, and training
– Where to find product support, case design assistance, and carrier information
– How the site helps streamline your workflow and save time
– What’s coming next and how agents can provide feedback
Whether you’re an independent agent exploring new partners or already working with Pinnacle, this session offers a clear look at how our digital platform is built to support your growth.
UH One Hospital Indemnity: A Powerful Solution for Closing Healthcare Coverage Gaps March 13 | 2pm
Join us for an informative session on UH One Hospital Indemnity, a powerful ancillary solution designed to help clients manage out of pocket costs and fill gaps in their healthcare coverage. This plan can complement Medicare coverage or provide valuable protection for clients outside the senior market.
We will review how the plan works, key benefits, and where it fits in real world client situations. Agents will gain practical guidance on positioning hospital indemnity coverage as part of a well rounded protection strategy.
What You Will Learn
– How hospital indemnity coverage helps offset unexpected medical expenses
– Key features including Guaranteed Issue ages 60 to 74
– Competitive premium structure and benefit highlights
– Available riders such as outpatient prescription drug coverage
– Ideal client profiles and sales opportunities
– How to present the plan to strengthen your ancillary portfolio
Whether you sell Medicare products or serve clients under age 65, this session will help you confidently offer an additional layer of financial protection while growing your business.
Using Annuities for Guaranteed Lifetime Income March 16 | 2pm
Join us for an educational session on how annuities can be used to create reliable, guaranteed lifetime income for retirement. This webinar will explore strategies that help clients reduce income uncertainty, protect against market volatility, and ensure they do not outlive their savings.
We will review how different types of annuities generate income, when they are most appropriate, and how to position them as part of a comprehensive retirement plan. You will also gain practical insights to help explain these solutions clearly and confidently to clients.
What You Will Learn
– How annuities provide guaranteed lifetime income
– Key differences between income annuity options
– Ideal client profiles and planning scenarios
– How to address longevity risk and market uncertainty
– Strategies for integrating annuities into retirement income plans
– Common misconceptions and how to overcome objections
Whether you work with pre retirees, retirees, or clients seeking income stability, this session will provide actionable knowledge to help you deliver dependable income solutions.
Portal y CRM para Agentes BOSS Marzo 18 | 2pm
Acompáñenos en una sesión en vivo donde le mostraremos paso a paso el Portal BOSS.
Su centro integral para:
– Consultar el estado de RTS
– Solicitar cambios de contrato
– Acceder a estados de comisiones
– Administrar su cartera de negocios
Para las agencias, también mostraremos cómo pueden supervisar a sus agentes de línea descendente y su estado de RTS en tiempo real.
Además, obtenga una vista exclusiva del CRM BOSS, diseñado para potenciar su OEP con herramientas de automatización e inteligencia artificial que le ayudarán a ahorrar tiempo, aumentar la eficiencia y cerrar más negocios.
BOSS Agent Portal and CRM: Your All In One Business Command Center March 20 | 2pm
Join Pinnacle Financial Services for a live walkthrough of our exclusive BOSS Agent Portal and CRM, a powerful platform available at no cost to contracted agents. Built specifically for insurance professionals, BOSS brings your business tools, data, and workflows into one centralized system to help you operate more efficiently and grow your production.
During this session, we will demonstrate how the portal and CRM work together to simplify daily tasks, provide full visibility into your business, and support both individual agents and agencies.
What You Will See:
– A guided tour of the agent portal and CRM
– How to request and activate access
– Full Book of Business visibility
– Contract and agent number tracking
– Real time commission reporting
– Built in marketing automations
– Sunfire integration and quoting support
– Additional features designed to streamline your workflow
Whether you are new to Pinnacle or already contracted, this training will show you how BOSS can help you stay organized, save time, and focus on what matters most: growing your business.
Su ventaja digital: Recorrido por el nuevo sitio web de Pinnacle Financial Marzo 23 | 2pm
Únase a nosotros para un recorrido en vivo por el sitio web recientemente rediseñado de Pinnacle Financial Services y las herramientas creadas para ayudar a los profesionales de seguros a crecer, promocionarse y escalar su negocio de manera más eficiente. Esta sesión destacará cómo la plataforma de Pinnacle apoya a los agentes en cada etapa, desde la prospección y la educación hasta la presentación de casos y el soporte continuo. Recorreremos el sitio en tiempo real y mostraremos cómo fue diseñado pensando en los agentes.
Lo que verán los agentes:
– Un recorrido guiado por el nuevo sitio web de Pinnacle
– Cómo acceder rápidamente a recursos, herramientas y capacitación para agentes
– Dónde encontrar soporte de productos, asistencia en diseño de casos e información de las aseguradoras
– Cómo el sitio ayuda a optimizar su flujo de trabajo y ahorrar tiempo
– Lo que viene próximamente y cómo los agentes pueden proporcionar comentarios
Ya sea que sea un agente independiente que explora nuevos socios o que ya esté trabajando con Pinnacle, esta sesión ofrece una visión clara de cómo nuestra plataforma digital está diseñada para apoyar su crecimiento.
AI 101 for Insurance Professionals: Transforming Your Workflow March 25 | 2pm
Artificial intelligence (AI) is no longer just a buzzword, it’s a transformative force that’s reshaping industries, including Medicare. Did you know that AI can boost marketing efficiency substantially? For Medicare insurance agents, understanding AI is crucial to staying competitive and delivering top-notch service. Topics to be discussed include:
– Understanding AI and key terms to recognize
– Tools available for you to utilize (free and paid)
– How to implement AI into your current business
– AI do’s and dont’s
…and more!- Understanding AI and key terms to recognize
– Tools available for you to utilize (free and paid)
– How to implement AI into your current business
– AI do’s, and dont’s
Boost Your Ancillary Sales with National Care Dental March 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.
Growing Your D-SNP Business in Connecticut with United Healthcare March 30 | 2pm
Looking to grow your book of business and expand your opportunities in the Dual Special Needs Plan D-SNP market? Join us for a Connecticut-specific agent training in partnership with UnitedHealthcare. This session is designed for licensed insurance agents who want to better understand, market, and enroll members into UHC’s three Connecticut D-SNP plans. We will break down eligibility, benefits, and real-world marketing strategies so you can confidently identify prospects and position yourself as a trusted community resource.
During this webinar, you will learn:
– Current and upcoming Medicare Savings Program MSP income limits, including changes effective March 1, 2026
– Income and resource requirements for UHC’s Full Dual Benefit FBDE plans, including both FBDE options available in Connecticut
– A side-by-side comparison of all three UHC D-SNP plans, highlighting key differences agents need to know
– How to leverage the MMV tool in the Jarvis portal to identify eligible prospects more efficiently
– Where and how to market yourself in the community to reach D-SNP-eligible members
– UHC-specific SSBCI protocols, with guidance on how they differ from other carriers
Whether you are new to D-SNPs or looking to sharpen your strategy and increase enrollments, this webinar will equip you with the knowledge, tools, and confidence to grow your D-SNP business in Connecticut.
