More Coming Soon.

Topics Covered

Earn up to 12 hours of CE Credits, just for attending!¹

¹Voucher provided for WebCE

Not all courses will be at each meeting. Contact a sales representative for more information and details.

Technology to Grow Sales

Pinnacle gives their agents all the latest tools to grow business at no cost.

Selling Annuities

Guaranteed lifetime income for your clients. It’s never been a better time to offer annuities.

Medicare Training

Straightforward walkthrough of the different parts of Medicare and how to maximize your sales.

Intro to Pinnacle

An introduction to our full suite of quoting, marketing, and compliance systems free of charge.

Personal Branding

Increase sales and referrals by becoming center of influence.

D-SNP Training

Year-round Medicare selling opportunity. Learn how Medicare sales can be a part of your business for 12 months.

Life Insurance for Retirement

How to use life insurance for retirement. Whether estate planning, income replacement, living benefits, or just death benefits.

Join Us at the Top

Here at Pinnacle, we’re about partnerships, not titles. We build relationships with each and every agent, whether an independent broker working from home, or a large agency working multiple states.

Helping agents better their business since 2001

Pinnacle University is our personalized agent sales training, held annually across the United States. Members of our team, who are experts in their fields of insurance, travel across the country to bring Pinnacle’s suite of tools and resources to agents who want to increase their sales and business.

Across 50 States

Check the locations we’ve visited beofre to see if Pinnacle has been near you! Have one of our experts visited your area?

Multiple Dates

Can’t come on a certain day? No problem! We have a large schedule of events to accomodate availability for every agent.

Unique Speakers

Pinnacle has a variety of informative representatives, each specializing in a different insurance.

Available Seats

Make sure to claim your space now to be guaranteed entry for this year’s seminar opportunities!

"Pinnacle has a team of agent supporters who go way beyond any other FMO group I have ever worked with."

– M.S., Nevada

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

– J.C., Pennsylvania

"Pinnacle is the 3rd FMO we have had over the years, and by far the most professional."

– B.P., Arizona

"I’ve dealt with more brokers over the years than I can speak of, and there is no doubt I’ve found my home at Pinnacle."

– S.A., Pennsylvania

"They are professional, courteous, and always ready to assist me as issues arise. All departments are responsive and knowledgeable."

– Y.F., New Jersey

"In the generation and retention of insurance agents and clients, Pinnacle Financial Services helps create an environment where anything is possible."

– R.H., Delaware

"If you are looking for a FMO that feels like a trusted partner, look no further."

– L.S., Pennsylvania

Dates & Locations

Find out when Pinnacle University will be in your area!

More Dates Coming Soon.

Dates and locations are subject to change. Contact a sales representative for more information and details.

February 18, 2020

Richmond, VA
9:30 am – 12:00 pm
Embassy Suites
2925 Emerywood Parkway
Richmond, Virginia 23294
1 (804) 872-8585

February 19, 2020


King of Prussia, Pennsylvania
9:30 am – 12:00 pm
Hyatt House Philadelphia/ King of Prussia
240 Mall Blvd
King of Prussia, PA 19406

February 19, 2020

Newport News, VA
9:30 am – 12:00 pm
Holiday Inn Newport News/ Hampton
980 Omni Blvd
Newport News, VA 23606
1 (757) 223-2110

April 22, 2020

Irving, TX
9:30 am – 12:00 pm
Element Dallas Fort Worth Airport North
3550 Highway 635
Irving, TX 75063
1 (972) 929-9800

April 23, 2020

Houston, TX
9:30 am – 12:00 pm
Four Points by Sheraton
18861 Katy Freeway
Houston, TX 77094
1 (281) 492-6300


Our staff of fully-trained professionals are here to coach you regarding the insurance markets today. In registering for Pinnacle University, you’ll have complete access to their knowledge and resources.

Depending upon the location, speakers may vary. Contact a Pinnacle Representative for more information.

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.