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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 now, 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, I ...
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Happy Halloween! A Special Treat by Pinnacle Financial Services
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Send us a text 🎃 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 comp…
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Mastering AEP 2025: Insights, Opportunities, and Tech Tools
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Send us a text 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!…
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Introducing BOSS for Agents- All in one Agent Portal and CRM
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Send us a text 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 seam…
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Seminar Systems with Jennifer DeBuhr - LeadingResponse
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Send us a text 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 ag…
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Medicare Carrier Rollouts and Updates on Part D
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Send us a text 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!Oleh Pinnacle Financial Services
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Breaking Down the 2025 Final Rule and Its Implications
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Send us a text 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.…
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Special Announcement: Pinnacle's Championship Series! 3 Cities, 3 Dates, Endless Opportunities
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Send us a text 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 f…
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Inflation Reduction Act- Changes to Medicare Part D
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Send us a text 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 a…
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Navigating Medicare 2025: Final Rule Insights, AEP Updates, and Ancillary Health Sales Conversation
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Send us a text 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 …
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How to Prospect Assisted Living Centers for IE-SNP Medicare Advantage Plans
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Send us a text 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…
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Send us a text 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. Addition…
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Exclusive Medicare Advantage Plan- IE-SNP
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Send us a text 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…
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Send us a text 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 yea…
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Send us a text 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.Oleh Pinnacle Financial Services
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Send us a text 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.Oleh Pinnacle Financial Services
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Cross Selling using the Holistic Method
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Send us a text 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.Oleh Pinnacle Financial Services
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Send us a text 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…
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Send us a text 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…
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