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Insurance 360
Pinnacle Financial Services
34 episodes
1 week ago
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...
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All content for Insurance 360 is the property of Pinnacle Financial Services and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Show more...
Marketing
Business,
Careers
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Navigating the End of AEP: Insights and Projections for Medicare Sales with Jeff Palo
Insurance 360
27 minutes
11 months ago
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...
Insurance 360
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...