Insurance 360

Send us Fan Mail Join us as we dive into the latest developments in the Medicare industry, including major changes to the AEP and SEP regulations. Bob and Rob discuss how these modifications are impacting Medicare agents and their strategies for the coming year. We are joined by Nicky Skubal from Aetna, who brings her expert insight on dual eligible plans (D-SNPs) and Special Enrollment Period (SE...

Send us Fan Mail In this episode of Insurance 360, Bob and Rob discuss the tumultuous end of the Annual Enrollment Period (AEP) and its implications with special guest Jeff Palo, Vice President of Health Sales at Pinnacle Financial Services. They explore the recent disruptions and regulatory changes affecting Medicare agents, including CMS rulings, marketing compliance, and new SEP rules. The epis...

Send us Fan Mail In this episode of Insurance 360, Bob and Rob discuss the dynamic landscape of the Medicare Annual Enrollment Period (AEP) and the unexpected changes by carriers that have influenced commissionable and non-commissionable plans. The episode also explores the complexities of long-term care insurance, including traditional, hybrid, and short-term options, and the emerging trend of cl...

Send us Fan Mail 🎃 Trick or Treat! Insurance 360 presents a Halloween Special! 🎃 Join Bob and Rob as they take you on a haunted journey through Insurance 360's spookiest podcast episode yet! From phantom paperwork to eerie encounters in finance, we've got chilling stories from every department. You won’t want to miss these ghostly tales from the company crypt! Hit play if you dare, and...

Send us Fan Mail In this kick-off to the Medicare AEP 2025 episode, we discuss the current Medicare environment. This year, changes in plan designs, star ratings, and carrier footprint reductions have turned the Medicare industry upside down. Find out best practices to make sure you have your best AEP!

Send us Fan Mail Introducing to the podcast: BOSS Agent Portal and CRM! The ultimate guide for insurance agents to harness the power of technology and revolutionize their business. Dive deep into the world of the first AI-enhanced CRM built specifically for insurance professionals. Learn how BOSS ensures HIPAA and SOC 2 compliance while offering seamless, one-click integration with enrollment tool...

Send us Fan Mail  In this episode, we sit down with Jennifer DeBuhr, the dynamic force behind the LeadingResponse seminar program. Jen shares her insights on how her team helps insurance agents across the nation connect with their ideal clients through powerful seminar marketing strategies. We'll dive deep into the nuts and bolts best practices for agents, the importance of targeted marketing...

Send us Fan Mail Insurance 360 dives into what we know about Part D for 2025. Now that the Final Rule has been put on hold, will Part D be commissionable?  What about renewals?  2025 AEP could have more disruption than any AEP we've seen before!

Send us Fan Mail Change is certainly the norm in the insurance industry. In our latest podcast, hear how the Court Stay on the 2025 Final Rule will impact Medicare Advantage and Part D. You won't want to miss this episode to see how you can continue to increase and manage your insurance business in an ever-changing environment.

Send us Fan Mail In this episode of Insurance 360, we are thrilled to announce the upcoming Pinnacle Championship Series of events! Join us as we reveal the exciting details and dates for three major events at iconic venues: MetLife Stadium on August 29th, Citizens Bank Park on September 19th, and Nissan Stadium on September 26th. These events will feature top Medicare, life insurance, annuity, an...

Send us Fan Mail In this episode, we're taking a close look at the Inflation Reduction Act and its big changes to Medicare Part D. Join us as we unpack the major updates and chat about the impact on premiums, formularies, agent commissions, and more.  Remember, the impact on Part D will also impact Medicare Advantage plans. Co-pays, deductibles, and ancillary benefits such as dental, vision,...

Send us Fan Mail Welcome back to another episode of the Insurance 360 Podcast! Today, we're going to dig into what's new with Medicare for 2025. We'll break down the Final Rule and talk about what it means for everyone involved - from insurance companies to agents to the beneficiaries who use Medicare. Plus, we'll go over all the important stuff you need to know for the Annual...

Send us Fan Mail In this episode, you will learn the following:  -Differences in Senior Living Centers  -How to identify key decision makers  -How to articulate your value proposition  -Various tools at your disposal    This helps in conjunction with the exclusive Medicare Advantage Plan only for Pinnacle agents! This IE-SNP is for those in a facility or at home. Some benefits in addition to Origi...

Send us Fan Mail In this episode of "Connect4Insurance" we delve into the 2024 CMS Final Rule and its implications on agent marketing and compliance during the Medicare Annual Enrollment Period (AEP). The rule emphasizes accurate, transparent, and non-misleading marketing materials, along with heightened privacy protection for beneficiaries. Additionally, we spotlight the UHC IE-SNP MAPD...

Send us Fan Mail Exclusive Medicare Advantage Plan sales opportunity! This IESNP is for those in a facility or at home.  This plan has various benefits in addition to Original Medicare that includes: - 5-star year-around selling opportunity - Low Maximum Out-of-Pocket - Aggressive Dental Benefit* - High Quarterly OTC Benefits* - 36 One-Way Rides Every Year* - Generous Vision & Hearing and more...

Send us Fan Mail Medicare Advantage Annual  Enrollment Period is quickly approaching.  Are you prepared? Medicare’s Annual Enrollment Period (AEP) runs from October 15 to December 7th every year. This is the time when all Medicare beneficiaries can make changes to their Medicare Advantage and Part D prescription drug plans for the upcoming coverage year. New CMS rules are the norm.  New Medicare c...

Send us Fan Mail Welcome to the beginning of the 2023 AEP selling season! In this episode we discuss the new AHIP and NAHU certifications (some valuable tips included!).  We also talk carrier certifications, like United Healthcare and Aetna,  with various release dates and best practices. 

Send us Fan Mail Are you recording all of your Medicare calls? In this episode we discuss how the new CMS Medicare Final Rule can drastically impact how insurance agents sell Medicare.  Hear the latest on how NAHU is working hard behind to keep the rule from going into effect as is for 2023.

Send us Fan Mail In this episode we discuss methods and motivations for insurance professionals to cross sell to their clients using the Holistic Method.  Find out how adding to your selling process can enhance both an agents business and a clients piece of mind.

Send us Fan Mail In this episode we recap our 2022 Sales Summit.  The event was held at the Sheraton Valley Forge in King of Prussia, PA on March 23rd and 24th.   Our keynote speaker, Vince Papale from the Disney Movie "Invincible", was amazing and got the crowd going early.   The presentations included Seminar Selling, Multicultural marketing, Google SEO , Facebook for business, Medicar...

Send us Fan Mail The Pinnacle Sales Summit is the #1 event for insurance professionals. Network and learn strategies on how to grow your Medicare , Annuity , Life Insurance , and/or Final Expense businesses. Hear about the latest in marketing trends , legislative updates, sales concepts, state-of-the-art technology , and more. This year’s summit will have as Keynote Speaker Vince Papale, a former...