Insurance 360

Pinnacle Financial Services
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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I360 has you covered.

  1. 11 DE MAR.

    Gold Medal Cross Selling Strategies for Insurance Agents | Insurance 360 Ep 39

    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 offer both Medicare Advantage and Medicare Supplement options as networks tighten and access to providers differs sharply. The conversation covers underwriting, guarantee issue rights, birthday/anniversary rules, and the impact of adverse selection on rates, plus growing concerns around fraud, waste, and abuse and the potential for AI-driven oversight and prior authorization in Original Medicare. Trevor explains Physicians Mutual’s Innovative Plan G design and why cost-sharing products may be the future, and the group emphasizes fact-finding and cross-selling dental, life, cancer, and annuities to better serve clients and stabilize agent income.

    47 min

  2. 12 DE FEV.

    Guarantees Over Hope: A Smarter Way to Plan Retirement | Insurance 360 Ep. 38

    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 to their Medicare clients. Tune in to learn how to leverage existing client relationships, ask the right questions, and provide valuable retirement income solutions. Don't miss out on this insightful conversation aimed at helping insurance agents grow their business and better serve their clients. #insurance #pfs #pfsinsurance #insurancepodcast #podcast #insurance360 #medicare #fmotraining #insuranceagent #insurancebroker #independentagents #fmo #medicare #investing #marketing #learnandgrow #agenttraining #insuranceindustry #insurancenews #insuranceadvice #agentresources #pinnaclefinancialservice

    35 min

  3. 10 DE FEV.

    Deal Yourself In to the 2026 Pinnacle Championship Series! | Insurance360 Ep 37

    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 Pinnacle's new website. Get ready for an engaging episode packed with valuable insights and upcoming event details!

    30 min

  4. 31/12/2025

    2025 Year in Review & What it Means for 2026 | Insurance360 Ep. 36

    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. They discuss the importance of ancillary products, the resurgence of MedSup plans, and the growth of CSNP plans. The episode also touches upon the significance of continuous education and being adaptable to industry changes. Stay tuned for some exciting 2026 predictions and make sure to join us at our upcoming championship event in Las Vegas!

    44 min

  5. 26/11/2025

    The Agent Marketing Blueprint: From Struggling to Six Figures | Insurance 360 Ep. 35

    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. Learn about the importance of knowing your audience, building a database, and using omnichannel marketing to stay top of mind. Discover the significance of consistency and branding, and get practical tips on how to ask for referrals. This episode is packed with actionable advice for insurance agents looking to grow their business and retain clients through effective marketing.

    42 min

  6. 05/11/2025

    Nightmare On Enrollment Street | Insurance 360 Ep. 34 - HALLOWEEN SPECIAL

    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 special guests who come to share tips on overcoming tech troubles, embracing new business practices, and the importance of compliance.  Bob and Rob also dive into the history of Monopoly, its unexpected ties to World War II, and the importance of adaptability in both board games and the insurance industry. The episode concludes with encouragement to seize new opportunities and to keep moving forward, even when facing disruptions. #AEP2026 #HalloweenSpecial #Insurance360 #PinnacleFinancialServices #PFSInsurance #InsuranceMarketing #MedSupp #MedicareSupplement #FMOTraining #Insurance #InsuranceBroker #InsuranceAgents #InsuranceAgent #MedicareInsurance #Annuities #Annuity

    25 min

  7. 22/10/2025

    Disruption = Opportunity | How Top Agents are Thriving in 2026 | Insurance 360 Ep. 33

    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 Annual Enrollment Period (AEP). 📌 Topics include: * The fallout from SAR notices and non-commissionable plans * Medicare Advantage disruption and what it means for agents * Medicare Supplement (MedSupp) & PDP as key options * How to pivot with hospital indemnity and ancillary products * The growing importance of C-SNPs as SEP opportunities * The 2025 Final Rule: HIDE vs. FIDE explained * Why technology, AI, and Connect4Insurance are crucial this AEP * A strong message to agents: "Disruption = Opportunity" Whether you're an agent, SGA, MGA, or just trying to navigate Medicare chaos — this episode is packed with insights, strategies, and encouragement to help you thrive in this volatile landscape. Agents: Need help navigating AEP or setting up ancillary contracts? Contact your Pinnacle Sales Director or visit https://pfsinsurance.com #insurance360  #aep2026  #medicareadvantage #insuranceagents #SAR #csnp  #medicaresupplement  #HospitalIndemnity #Connect4Insurance #insurancemarketing  #insurancepodcast  #pinnaclefinancialservices  #medicarechanges  #fmotraining  #agentsupport  #medicareeducation

    45 min

  8. 09/10/2025

    3 Bobs, 1 Mission: Survive and Thrive in Medicare 2026 | Insurance360 Ep. 32

    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. Learn valuable insights on Medicare Advantage plans, dealing with decommissioned plans, the rise of HMOs, the importance of ancillary products, and more. This episode is packed with tips to help agents grow their business, adapt to changes, and capitalize on new opportunities in 2023. Don't miss out! #insurance #pfs #pfsinsurance #insurance360  #PPO  #medicare  #HMO  #Ancillary #HealthcareInnovation #InsurancePodcast #Podcast #FMOTraining #InsuranceAgent #InsuranceBroker #IndependentAgents #AgentTraining #InsuranceIndustry #AEP2026 #Healthcare #aepprep #2026Medicare #2025Medicare  #modernhealthcare #modernhealth #Insurance

    36 min
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Sobre

Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I360 has you covered.

Informações

  • Criado por
    Pinnacle Financial Services
  • Anos de atividade
    2022 - 2026
  • Episódios
    40
  • Classificação
    Livre
  • Copyright
    © 2026 Insurance 360
  • Site do podcast
    Insurance 360