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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 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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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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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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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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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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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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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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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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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 Message. 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, G…
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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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