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
Disability Insurance Awareness Month: The Income Protection Conversation Agents Are Missing May 4 | 2pm
Disability Insurance Awareness Month is the perfect time to address one of the most overlooked gaps in financial planning. Many clients protect their home, health, and life but leave their income exposed. In this webinar with Assurity, you will learn how to introduce disability insurance into everyday client conversations, identify coverage gaps, and position income protection as a core part of any financial plan.
What You’ll Learn:
– How to start the disability insurance conversation
– Where most clients have gaps in income protection
– Simple ways to position DI alongside other products
– Practical strategies to uncover new sales opportunities
Vista Life IUL with Pan-American Life Insurance (formerly Mutual Trust Life) May 5 | 2pm
Join us for an overview of the Vista Life IUL, a straightforward indexed universal life product designed to make IUL easier to understand and easier to sell. In this session, we will walk through how the product works, including its point-to-point crediting strategy, flexible design, and key riders. You will also learn how to position Vista Life IUL with clients who are looking for simple, reliable life insurance solutions.
What You’ll Learn:
– How Vista Life IUL works
– Key features and rider options
– How to position IUL in a simple, client-friendly way
– Where this product fits in your sales strategy
BOSS Agent Portal and CRM: Your All In One Business Command Center May 6 | 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.
An Introduction to Jump: An AI Tool for Modern Insurance Agents May 8 | 2pm
Join us for an introduction to Jump, an AI-powered platform built to help insurance agents save time, improve client interactions, and uncover new sales opportunities. In this session, we will walk through how Jump supports Medicare agents with automated note-taking, meeting scheduling, and real-time insights that can help identify cross-sell opportunities and reduce compliance risk. You will also see a live demo of how the platform works and how it integrates into your existing workflow.
What You’ll Learn:
– How AI can streamline your day-to-day workflow
– Ways to improve client experience and documentation
– How to identify cross-sell opportunities automatically
– How Jump fits into your current systems and processes
Selling Innovative Plan G and Dental with Physician’s Mutual May 11 | 2pm
Join us for an informative webinar with Trevor Braun from Physician’s Mutual as we explore their Innovative Plan G Medicare Supplement and stand-alone dental plans.
This session will highlight how these products deliver value, flexibility, and strong sales potential in today’s Medicare market.
What You’ll Learn:
– Overview of Innovative Plan G and dental benefits
– Key features that set these products apart
– How Physician’s Mutual compares to other carriers
– Sales tips to position and sell more effectively
– Opportunities to pair dental with Medicare Supplements
Whether you currently sell Medicare Supplements or want to expand into dental, this webinar will provide practical insights to help you grow your business.
