Best Aep Podcasts (2025)

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Seeds of Change, Waves of Progress: 2025 AEP Conference Insights 6:40

20d ago6:40

6:40

This episode is a brief 2025 AEP Conference Recap for our podcast listeners and viewers! This year’s gathering brought environmental professionals together at Zachari Dunes in Oxnard, California, in early April. Centered around the theme “Seeds of Change, Waves of Progress,” the conference offered a blend of insightful keynotes, dynamic breakout se…

1
Effective & Compliant Medicare Lead Generation with Professor Leads | Insurance 360 Ep. 26 39:01

3h ago39:01

39:01

Send us a text Welcome the masters behind the mic, guiding us through the galaxy of lead generation to bring balance to your business. Get ready for a game-changing conversation as Bill DeCourcey joins Bob and Rob to unpack how technology is revolutionizing the Medicare world. From smarter lead generation to powerful compliance tools, we’re breakin…

1
Elevating Early Career Voices in Planning, ft. Megan Musolf, City of Carpinteria 36:51

5d ago36:51

36:51

In this episode, we meet with Megan Musolf (she/her), Assistant Long-Range Planner for the City of Carpinteria. Megan shares her journey from studying Environmental Studies at UC Santa Barbara to building a career as a planner in the public sector, where she works to implement the City's Housing Element programs through zoning code amendments. We d…

1
Navigating the Future of Medicare with John Greene 29:30

6d ago29:30

29:30

In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt speaks with John Greene from Tri-Branch Resolution about his career in the insurance industry, insights from AgencyBloc's BlocBuilder 2025 conference, and the implications of the Inflation Reduction Act on Medicare. They discuss the challenges faced by agents in the Medicare…

1
Empowering Planners Through Leadership, ft. Lesley Owning, HELIX Environmental 32:07

14d ago32:07

32:07

In this episode, we meet in person with Lesley Owning, a seasoned Principal Planner and Environmental Planning Group Manager at Helix Environmental Planning. With over 13 years of experience, Lesley manages CEQA and NEPA requirements for diverse projects, from infrastructure to renewable energy. Lesley highlights her career journey and key transiti…

1
Save Money on Prescription Drugs with Canadian Medstore: Tariffs & Drug Prices | Insurance 360 Ep. 25 31:54

26d ago31:54

31:54

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 S…

1
Making Medicare Fun: Your Guide to Organ Donation 13:07

1M ago13:07

13:07

This month on Making Medicare Fun, Ricki Stewart welcomes back Tammy Ward to celebrate National Organ Donation Month. Tammy, a passionate advocate with LifeQuest, shares inspiring updates since her last appearance—including the incredible news that over 3,250 people in Florida recently received life-saving transplants. Together, Ricki and Tammy div…

1
Future-Proofing Your Insurance Business: The Secrets of Succession Planning with Christian Brindle 45:28

1M ago45:28

45:28

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 pro…

1
Exploring the Future of Medicare Supplements with Mutual of Omaha 38:15

2M ago38:15

38:15

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…

1
Ep.19 UNL's Dental Shield 2.0 Enhancements 8:37

2M ago8:37

8:37

On this episode, Charlie and Hunter discuss our UPDATED Dental Shield 2.0! If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected] United National Life Insurance Company

1
Navigating Digital Marketing for Insurance Agencies 37:16

2M ago37:16

37:16

In this conversation, Dyani Galligan discusses the complexities of digital marketing for insurance agencies, emphasizing the importance of personal branding, trustworthy partnerships, and engaging content. She highlights the challenges agencies face in navigating digital marketing and the need for education and support. The discussion also touches …

1
The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen 38:14

2M ago38:14

38:14

In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt interviews Brett Rosen, a seasoned M&A advisor with Rosen Advisory. They discuss Brett's unique experiences in the deal process, his transition from the buy side to the sell side, and the importance of understanding seller objectives. Brett shares insights on valuation facto…

1
Protecting California’s Landscapes, ft. Bridget Fithian, Sierra Foothill Conservancy 46:27

2M ago46:27

46:27

We’re joined by Bridget Fithian, Executive Director of the Sierra Foothill Conservancy and a leader in land conservation across the Central Sierra. Born and raised in Mariposa, Bridget’s deep connection to open spaces has shaped her career in conservation, where she has helped protect over 30,000 acres of land through innovative partnerships and cr…

1
Mastering Medicare: Tips for Navigating Advantage Plans with Jamie Sarno 29:53

3M ago29:53

29:53

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 Advanta…

1
Protecting Native Lands: Environmental Sovereignty, ft. Cynthia R. Harris, National Congress of American Indians’ Institute for Environmental Sovereignty 35:18

3M ago35:18

35:18

In this episode, we're joined by Cynthia R. Harris, Director of the Institute for Environmental Sovereignty at the National Congress of American Indians. A respected leader in environmental law and tribal sovereignty, Cynthia brings deep expertise in climate adaptation, water conservation, and green infrastructure, all while advocating for tribal s…

1
Maximizing Success in Agent Marketing with Nick Palo 36:59

3M ago36:59

36:59

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 Me…

1
Mentoring Future Environmental Professionals, ft. Cameron Lukos, GPA Consulting 33:25

3M ago33:25

33:25

Welcome to the Environmental Leadership Chronicles, brought to you by the California Association of Environmental Professionals. In this episode, we are thrilled to feature Cameron Lukos, a GIS analyst and biologist at GPA Consulting, who is pioneering the integration of technology and biology in environmental science. Cameron discusses his dual ro…

1
Huge SEP and OEP Changes for Medicare Agents! Navigating 2025: Nicky Skubal from Aetna 34:51

4M ago34:51

34:51

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 …

1
Ep.18 Post-AEP Playbook: Protect The Gaps 13:05

4M ago13:05

13:05

During this episode, Charlie has our VP, Hunter Gordy and Sales Trainer, Sean LaNore discuss the post-AEP playbook for Protecting your clients Gaps in coverage. If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected].…

1
Reflections and Roadmaps: Elevating AgencyBloc's AMS+ and Beyond in 2025 23:28

4M ago23:28

23:28

In this episode of Insurtech Building Blocs, Tim Robinson and Cory Schmidt reflect on the past year, discussing AgencyBloc's growth, product development, and the importance of customer feedback. They highlight new features and innovations set for release in 2025, as well as strategies for enhancing customer engagement and satisfaction. The conversa…

1
Navigating the End of AEP: Insights and Projections for Medicare Sales with Jeff Palo 27:10

5M ago27:10

27:10

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, m…

1
Midstream Medicare Changes & Long-Term Care Insights with Special Guest 31:44

6M ago31:44

31:44

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 …

1
Ep.17 Agent Interview with Jeff Brown-Selling UNL Cancer 2.0 22:56

6M ago22:56

22:56

On this episode, Charlie will be interviewing one of our agents, Jeff Brown, and his expertise on selling UNL's Cancer 2.0 Shield Product! If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected].…

1
Happy Halloween! A Special Treat by Pinnacle Financial Services 29:17

6M ago29:17

29:17

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…

1
Ep.16 Cross Educating during AEP 13:56

7M ago13:56

13:56

Charlie is joined with our VP, Hunter Gordy, to discuss the importance of cross educating agents when selling during AEP. If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected] United National Life Insurance Company

1
Ep.15 Submitting Business with UNL 6:32

7M ago6:32

6:32

On this episode, Charlie goes over the many ways you can submit your business with UNL. If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected] United National Life Insurance Company

1
Championing Climate Action Planning, ft. Shelby Rust Busó, City of San Diego 34:27

7M ago34:27

34:27

In this episode, we're thrilled to feature Shelby Rust Busó, the Chief Sustainability Officer for the City of San Diego. As a key figure in San Diego's climate action plans, Shelby brings a wealth of experience in sustainable building design, mobility, local food systems, and resiliency planning. Her role is crucial in implementing San Diego's ambi…

1
Mastering AEP 2025: Insights, Opportunities, and Tech Tools 24:01

7M ago24:01

24:01

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
Go All In This AEP 30:36

7M ago30:36

30:36

This week, we break down how to crush it during the Annual Enrollment Period. Get ready to dive into strategies like studying the market inside out, crafting a solid weekly game plan, and scheduling appointments strategically to avoid unnecessary travel. We'll talk about why quick responses to calls, keeping an up-to-date to-do list, and following …

1
Some of the Big Medicare Changes for 2025 10:09

8M ago10:09

10:09

Hi, everyone. Welcome to Making Medicare Fun. I'm Ricki Stewart, a licensed independent agent serving my clients in Florida, Alabama, Mississippi, and Louisiana. In this fall episode, we delve into the upcoming annual enrollment season from October 15th to December 7th, focusing on significant changes to Medicare for 2025. We'll break down the remo…

1
Preparing for AEP: Strategies for Success with ConnectureDRX 25:23

8M ago25:23

25:23

In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline…

1
What's The Move? Part 4 29:09

8M ago29:09

29:09

In part four of our "What's The Move?" series, we delve into complex Medicare scenarios that agents frequently face. From handling clients whose doctors are dropping their current plans, to explaining the differences between Medicare Advantage, supplements, and Original Medicare in simple terms—this episode covers it all. We also discuss how to eth…

1
Ep.14- Agent Interview with Matt Jetter-Doing Business with UNL 9:40

8M ago9:40

9:40

On this episode, Charlie will be interviewing one of our veteran agents, Matt Jetter, with his knowledgeable insight on doing business with UNL! If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected].…

1
Ep.13- Agent Interview with Steve Neece- Selling UNL Home Health Care 20:02

8M ago20:02

20:02

Charlie interviews one of our newer agents, Steve Neece, and his perspective on selling UNL's Short-Term Home Health Care Shield Product! If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected].…

1
What's The Move? Part 3 28:12

8M ago28:12

28:12

In this 4th part of our series, "What's The Move?", we tackle pressing questions from the Medicare world. This episode is packed with insights on navigating industry changes and how agents can prioritize client interests over personal gains, even amid fluctuating carrier policies. We discuss the implications of company boycotts, interstate plan tra…

1
Shaping Flood Control Policy ft. Joan Valle, Riverside County Flood Control and Water Conservation District 29:46

8M ago29:46

29:46

In this episode, we feature Joan Valle, the Chief of Regulatory for the Riverside County Flood Control and Water Conservation District. With over 20 years of experience in environmental planning, Joan shares her expertise in managing teams and programs related to key environmental regulations such as CEQA, NEPA, and the Clean Water Act. Joan discus…

1
Introducing BOSS for Agents- All in one Agent Portal and CRM 29:36

8M ago29:36

29:36

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…

1
What's The Move? Part 2 28:06

8M ago28:06

28:06

On this week's episode, we continue exploring real-world scenarios that Medicare agents may face in the field. Building on last week's discussion, we tackle more complex questions about enrollment and client situations, providing clear, actionable advice. Whether you're new to the field or a seasoned agent, this episode is filled with practical ins…

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Ep.12- Agent Interview with Patrick King- Protecting the Gaps with UNL 15:46

8M ago15:46

15:46

On this episode, Charlie will be interviewing one of our agents, Patrick King, and his understanding on Protecting the Gaps with UNL! If you have any questions or need assistance, please contact our Sales Support team by calling or texting (833)-735-5865 or by emailing [email protected] United National Life Insurance Company

1
What's The Move? 31:56

9M ago31:56

31:56

In this episode of 'What's The Move?', your hosts dive into hypothetical scenarios that every Medicare agent might encounter. They discuss the complexities and ethical considerations of navigating Medicare enrollments, timing transitions between plans, and assisting financially challenged clients. Join us for a session filled with crucial insights …

1
Navigating Medicare: Answering Agent FAQs 2024 Part 2 32:45

9M ago32:45

32:45

Join us for another insightful Q&A episode, as we dive deeper into the complex situations Medicare agents often encounter. From managing changes in provider networks to strategizing for the Annual Enrollment Period, this episode provides invaluable insights for new and experienced agents alike. We also discuss strategies to handle transitions betwe…

1
Navigating Medicare: Answering Agent FAQs 2024 30:51

9M ago30:51

30:51

We're back answering your questions! Join Run as we tackle various listener questions, offering insights and practical advice to help you navigate the complexities of Medicare. From handling special enrollment periods to discussing ACA's impact on Medicare, we cover a wide range of topics to enhance your understanding and effectiveness as an agent.…

1
Expanding the Narrative, ft. Chief Esparza and Claudia Garcia 53:11

9M ago53:11

53:11

In this episode, we feature Claudia Garcia, who serves on the state board for AEP and is the director at large, as well as the liaison for the state board's Diversity, Equity, and Inclusivity committee. Alongside her, we have Chief Esparza, a dedicated DEI consultant working closely with the AEP state board to foster inclusive cultures within the o…

1
Seminar Systems with Jennifer DeBuhr - LeadingResponse 33:33

9M ago33:33

33:33

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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Finding Your Why: Motivating Yourself for AEP Success 22:25

9M ago22:25

22:25

In this week’s episode, we dive deep into the essence of inspiration and how it fuels our professional drive. Starting with personal stories that illustrate the profound impact of true inspiration, we explore what it means to find and define your 'why.' As the conversation unfolds, we delve into practical strategies for maintaining motivation and a…

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Getting Started in Medicare: A Step by Step Guide for New Agents 32:22

10M ago32:22

32:22

Launching your career in Medicare can be daunting, but we're here to simplify it for you. In this insightful episode, we outline the foundational steps every new agent needs to take, from securing the right licenses to choosing your Field Market Organization (FMO). We'll walk you through the must-haves like E&O insurance, AHIP certification, and ho…

1
Medicare Carrier Rollouts and Updates on Part D 19:12

10M ago19:12

19:12

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!By Pinnacle Financial Services

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Real Stories, Real Advice: Lessons from the Field Part 2 20:43

10M ago20:43

20:43

Dive into this insightful discussion on why staying connected beyond standard hours can dramatically boost your business in Medicare sales. Discover how top agents leverage their availability to capture more leads and secure more deals. The episode emphasizes the critical importance of always being ready to engage with clients, even on weekends or …

1
Breaking Down the 2025 Final Rule and Its Implications 29:22

10M ago29:22

29:22

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.…

1
Real Stories, Real Advice: Lessons from the Field 35:33

10M ago35:33

35:33

Dive into this week’s episode where Raul and Oscar share eye-opening anecdotes from their time in the field. From accidentally entering the wrong home to the crucial importance of answering calls even after hours, each story packs a powerful lesson about being meticulous, responsive, and informed. Learn why knowing your market and being available c…

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