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Insurance 360

Pinnacle Financial Services

35 episodes

2 days ago

Send us a text 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 impor...

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Send us a text 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 impor...

Show more...

Episodes (20/35)

Insurance 360

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

Send us a text 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 plan...

1 week ago

44 minutes

Insurance 360

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

Send us a text 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...

3 weeks ago

35 minutes

Insurance 360

Medicare Advantage Changes: From PPO's to Value-Based Care | Insurance 360 Ep. 31

Send us a text 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, chronic condition management, and the ongoing shift towards more specialized Medicare plans. Don't miss...

1 month ago

37 minutes

Insurance 360

The Tech Evolution is Here! Don't Get Stuck In The Past | Insurance 360 Ep. 30

Send us a text 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 also spotlights upcoming events and the Pinnacle–RetireFlo partnership supporting agents and agenci...

2 months ago

37 minutes

Insurance 360

Digging for Insurance Sales? This One's A Gold Rush | Insurance 360 Ep. 29

Send us a text 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 of having a well-structured business plan, grassroots marketing, and innovative community engagemen...

3 months ago

36 minutes

Insurance 360

The Last Line of Defense: Protecting the Independent Medicare Agent | Insurance 360 Ep. 28

Send us a text 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 shares how a walk into CMS led to real change — and why now, more than ever, independent brokers mu...

3 months ago

38 minutes

Insurance 360

MAJOR Medicare changes AGENTS should know | Insurance 360 Ep. 27

Send us a text 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. Get ahead now. #insurance #pfs #pinnaclefinancialservices #pfsinsurance #ancillary #healthpr...

4 months ago

41 minutes

Insurance 360

Effective & Compliant Medicare Lead Generation with Professor Leads | Insurance 360 Ep. 26

Send us a text Grab your calculators and compliance manuals — the CEO of National Care Dental, NCD, and self-proclaimed Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and Medicare carrier changes to the “birthday rule” impacting Medicare Supplements. It’s also annual enrollment prep time, where agents are going to get ready for the upcoming election season. And remember to sign up for your free ticket to ...

5 months ago

39 minutes

Insurance 360

Save Money on Prescription Drugs with Canadian Medstore: Tariffs & Drug Prices | Insurance 360 Ep. 25

Send us a text 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 landscape of high-cost prescription drugs in the U.S., the role of Canadian Med Store in prov...

6 months ago

31 minutes

Insurance 360

Future-Proofing Your Insurance Business: The Secrets of Succession Planning with Christian Brindle

Send us a text 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, and the impact of technology in the insurance space. Christian also shares insights on why young entr...

7 months ago

45 minutes

Insurance 360

Exploring the Future of Medicare Supplements with Mutual of Omaha

Send us a text 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. Discover the impact of COVID-19 on claim trends and how companies like Mutual of Omaha are addressi...

7 months ago

38 minutes

Insurance 360

Mastering Medicare: Tips for Navigating Advantage Plans with Jamie Sarno

Send us a text 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 in the insurance industry and emphasizes the necessity of providing hospital indemnity plans and ot...

8 months ago

29 minutes

Insurance 360

Maximizing Success in Agent Marketing with Nick Palo

Send us a text 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 and strategizing, and how to navigate new rulings and changes, particularly the impact of recent SEP...

8 months ago

36 minutes

Insurance 360

Huge SEP and OEP Changes for Medicare Agents! Navigating 2025: Nicky Skubal from Aetna

Send us a text 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 (SEP) changes. Learn about the new monthly SEP for dual eligible beneficiaries, the discontinuation of...

9 months ago

34 minutes

Insurance 360

Navigating the End of AEP: Insights and Projections for Medicare Sales with Jeff Palo

Send us a text 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 episode wraps up with insights on preparing for the upcoming Open Enrollment Period (OEP) and the impor...

11 months ago

27 minutes

Insurance 360

Midstream Medicare Changes & Long-Term Care Insights with Special Guest

Send us a text 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 clients proactively seeking LTC solutions. Special guest Greg Yodis, Senior Sales Director at Pinnacl...

11 months ago

31 minutes

Insurance 360

Happy Halloween! A Special Treat by Pinnacle Financial Services

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 company crypt! Hit play if you dare, and prepare for some bone-chilling fun!

1 year ago

29 minutes

Insurance 360

Mastering AEP 2025: Insights, Opportunities, and Tech Tools

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!

1 year ago

24 minutes

Insurance 360

Introducing BOSS for Agents- All in one Agent Portal and CRM

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 seamless, one-click integration with enrollment tools, digital scope of appointment forms, and AI-driven retention recommendations. Discover how market...

1 year ago

29 minutes

Insurance 360

Seminar Systems with Jennifer DeBuhr - LeadingResponse

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 agents, the importance of targeted marketing, and how to measure success in a competitive market. Jen also reveals some of her top tips for max...

1 year ago

33 minutes