Insurance 360

Send us Fan Mail This Fourth of July, we're taking a different approach. While millions of fans from around the world are visiting the United States for the World Cup, they're experiencing America through fresh eyes, and many of the moments going viral aren't just about soccer. They're about small-town hospitality, legendary BBQ, July 4th celebrations, and the freedoms and oppo...

Send us Fan Mail The Road to AEP 2027 Starts Now! Just like the World Cup, success doesn't happen on game day, it starts with preparation, training, and having the right strategy. In our latest Insurance 360 episode, we discuss what agents should be doing now to qualify for a winning AEP 2027 season, including:  Certifications and AHIP readiness  New Medicare Advantage and Part D Opportunitie...

Send us Fan Mail Need fresh insights on the insurance industry? Join us in the latest Insurance 360 episode as Mark Bolger, Patrick Kane, and Bob Brzyski discuss emerging trends and strategies in life and health insurance. From simplifying underwriting to exploring multicultural markets, we cover it all. Whether you're new to the field or a seasoned expert, this episode has valuable takeaways...

Send us Fan Mail Join us on the latest episode of Insurance 360 as we dive into the transformative world of AI with Peter Olson from Jump AI. Discover how AI tools are revolutionizing compliance, efficiency, and client interactions in the insurance and financial advisory sectors. Are you ready to leverage AI for enhanced productivity?

Send us Fan Mail Curious about the latest shifts in the insurance industry? Our latest episode of Insurance 360 is a must-watch! Featuring Nicky Skubal, Rob, and Bob, we discuss value-based care, policy updates, and their implications. Enhance your knowledge and share your thoughts on what these changes mean for you. 

Send us Fan Mail Pinnacle Championship Series 2026 Recap: Allegiant Stadium, Moon Room Networking, and Medicare Industry Insights. Bob and Rob recap the Pinnacle Championship Series 2026 in Las Vegas at Allegiant Stadium, reflecting on prior venues (MetLife Stadium, Nissan Stadium, Citizens Bank Park, and Orlando’s Kia Center) and how the event continues to improve in content and experience. They...

Send us Fan Mail In this post-Olympics episode of Insurance 360, Bob and Rob debate judged Olympic events, scoring systems, and favorite Winter Games sports while praising athletes’ grit and discussing topics like curling and biathlon. They’re joined by Trevor Braun (Physicians Mutual, “Medicare Edu-Cajun”) to break down major disruption in Medicare, stressing that agents now need to confidently o...

Send us Fan Mail In this episode of Insurance 360, Bob & Rob dive deep into the world of annuities, exploring the ins and outs of selling them throughout the year. Joined by guest expert Jake Quagliaroli, a Wealth Management Consultant from Saybrus, they discuss the fixed annuities market, address common misconceptions, and share valuable tips on how insurance agents can cross-sell annuities t...

Send us Fan Mail Join Bob and Rob as they kick off 2026 with a comprehensive overview of key industry changes and exciting events lined up for the year. Discover what's in store for Pinnacle's agents, including the highly anticipated Pinnacle Championship Series 2026 in Las Vegas, featuring top industry leaders and expert panels. Don't miss the exciting updates on the launch of Pinn...

Send us Fan Mail In this special year-end holiday episode, Bob & Rob and the team look back at a transformative 2025, discussing industry changes, regulatory impacts, and major highlights. They reflect on the challenges faced, including plan suppressions and regulatory changes, while also expressing gratitude to their guests and experts who contributed valuable insights throughout the year. Th...

Send us Fan Mail In this pre-Thanksgiving episode of Insurance 360, we delve deep into marketing strategies and the importance of being intentional with your campaigns. Bob and Rob are joined by Luke Acree, President of ReminderMedia and host of the Stay Paid Podcast. Luke shares his insights on how agents can effectively market their services, especially in a constantly changing Medicare space. L...

Send us Fan Mail In this second annual Halloween spooktacular episode of Insurance 360, hosts Bob and Rob are replaced by Ted Lasso and the Milburn Pennybags (better known as the "Monopoly Man"), who add a Halloween twist to the show. This episode tackles the challenges and opportunities present during the Annual Enrollment Period (AEP) for insurance agents. Packed with some spooky speci...

Send us Fan Mail AEP, SARs, Commissions & the Future of Medicare Advantage | Insurance360 Podcast In this special AEP edition of the Insurance360 Podcast, Bob and Rob join special guests, Angela Palo, Jeff Palo, and Nick Palo of the Pinnacle Executive team, in a high-level Pinnacle "Cabinet Meeting" to break down the most critical issues agents and agencies are facing in this year’s...

Send us Fan Mail Join us for a long-awaited episode of Insurance 360 where we recap our recent successful event in Orlando and discuss the rapidly evolving Medicare industry. Special guest Bobby 'Medicare Bob' dives deep into strategies for preparing for the upcoming AEP, the impact of recent industry changes, and how to leverage technology and telesales to manage your book of business....

Send us Fan Mail In this episode of Insurance 360, Dr. Shannon Decker joins hosts Bob and Rob to discuss the evolving landscape of value-based care in the healthcare industry. The conversation covers the importance of compliance, the impact of risk adjustment and quality measures, and how technological advances like AI are shaping the future. Dr. Decker also highlights the role of telehealth, chro...

Send us Fan Mail In this episode of Insurance 360, Dalton Miller of RetireFlo joins Bob and Rob to explore key insurance trends and challenges. They cover AEP prep, carrier changes impacting PPO products, and the role of advanced tools like RetireFlo, Connect4Insurance, and Pinnacle’s CRM BOSS. Dalton shares how agents can stay organized with early planning and tech integration, while the episode...

Send us Fan Mail In this episode of Insurance 360, we dive into strategies for mastering Annual Enrollment Period (AEP) with special guest Jeremy Boz from Tyler Insurance. Hosts Rob and Bob discuss the ins and outs of AEP certifications, effective planning, and the essential role of technology and organization in managing a successful insurance agency. Jeremy shares his insights on the importance...

Send us Fan Mail In this episode of Insurance 360, Calvin Bagley joins Bob and Rob for a candid conversation on the growing pressure agents face from CMS regulations, shifting carrier strategies, and public misconceptions about our industry. From commission shakeups and non-commissionable plans to advocacy efforts on Capitol Hill, this is a must-watch for any agent gearing up for AEP 2026. Calvin...

Send us Fan Mail Grab your calculators and compliance manuals — the Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and carrier exits to the “birthday rule” and shrinking dental benefits. It’s annual enrollment prep, agent training evolutions, Dr. Oz impacts, and a Pinnacle Championship Series sneak peak. AEP is coming....

Send us Fan Mail Welcome the masters behind the mic, guiding us through the galaxy of lead generation to bring balance to your business. Get ready for a game-changing conversation as Bill DeCourcey joins Bob and Rob to unpack how technology is revolutionizing the Medicare world. From smarter lead generation to powerful compliance tools, we’re breaking down the tech trends transforming how insuranc...

Send us Fan Mail Understanding the Impact of the Inflation Reduction Act on Medicare & Prescription Drugs with Bill Hepscher of Canadian Med Store.  360, hosts discuss the latest updates from the Medicare conference and delve into the impact of the Inflation Reduction Act on prescription drugs. Featuring special guest Bill Hepscher from Canadian Med Store, the conversation explores the current...

Send us Fan Mail In this episode of Insurance 360, Bob and Rob are joined by special guest Christian Brindle. Christian, known for his multiple podcasts and extensive experience in the insurance industry, discusses the importance of succession planning for insurance agents. The conversation covers the necessity of incorporating your business, the process of buying and valuing books of business, an...

Send us Fan Mail In this episode of Insurance 360, Bob and Rob engage in an in-depth discussion with Jon Enenbach, Vice President for Senior Health Brokerage Sales at Mutual of Omaha, and Jeff Ganow, Senior Vice President for Senior Health at Mutual of Omaha. The conversation sheds light on the current state of the Medicare Supplement (MedSup) market, its challenges, and the regulatory landscape....

Send us Fan Mail In this episode of Insurance 360, hosts Bob and Rob discuss the aftermath of the Super Bowl with Jamie Sarno from AmeriLife, who is an expert on ancillary insurance products. They delve into the importance of adding supplementary insurance policies, especially during the Open Enrollment Period (OEP), to cover gaps in Medicare Advantage plans. Jamie shares his extensive background...

Send us Fan Mail In this episode of Insurance 360, Bob and Rob welcome special guest Nick Palo, Assistant Vice President of Marketing at Pinnacle Financial Services. Nick, with his 18 years of industry experience, shares insights on best practices and strategies for working with top agents and agencies. The conversation covers the evolution of the Medicare marketplace, the importance of planning a...