Podcast
Insurance 360
Hosted by Pinnacle Financial Services · ENGLISH
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 new, 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, I360 has you covered.
45episodes
Episodes
Newest firstAll episodes
Kick Off Your Certs: Are You Qualified to Compete in 2027? | Insurance 360 Ep. 44
2d ago00:27:04Tap to summarizeSend us Fan MailThe Road to AEP 2027 Starts Now!Just like the World Cup, success doesn't happen on game day, it starts with preparation, training, and having the right strategy.In our latest Insurance 360 episode, we discuss what agents should be doing now to qualify for a winning AEP 2027 season, including: Certifications and AHIP readiness New Medicare Advantage and Part D Opportunities Ancillary health cross-selling Commission updates and industry trends Sales strategies to maximize growth Key deadlines and preparation tipsThe agents who win during AEP aren't the ones scrambling at the last minute. They're the ones putting in the work long before kickoff.Is your AEP game plan ready?Watch the full episode and start preparing for your championship season today.
Transcribe →Find Your Inner Zen With Holistic Planning | Insurance 360 Ep. 43
3w ago00:33:38Tap to summarizeSend us Fan MailNeed fresh insights on the insurance industry? Join us in the latest Insurance 360 episode as Mark Bolger, Patrick Kane, and Bob Brzyski discuss emerging trends and strategies in life and health insurance. From simplifying underwriting to exploring multicultural markets, we cover it all. Whether you're new to the field or a seasoned expert, this episode has valuable takeaways for enhancing your client engagements.
Transcribe →The Future of Insurance Agents is AI-Enhanced, Not AI Replaced | Insurance 360 Ep. 42
May 800:36:40Tap to summarizeSend us Fan MailJoin us on the latest episode of Insurance 360 as we dive into the transformative world of AI with Peter Olson from Jump AI. Discover how AI tools are revolutionizing compliance, efficiency, and client interactions in the insurance and financial advisory sectors. Are you ready to leverage AI for enhanced productivity?
Transcribe →Value Based Care Industry Changes & The Final Rule Impact | Insurance 360 Ep. 41
Apr 2300:44:06Tap to summarizeSend us Fan MailCurious about the latest shifts in the insurance industry? Our latest episode of Insurance 360 is a must-watch! Featuring Nicky Skubal, Rob, and Bob, we discuss value-based care, policy updates, and their implications. Enhance your knowledge and share your thoughts on what these changes mean for you.
Transcribe →Championship Series. Where Agents Go All In on Growing | Insurance 360 Ep 40
Apr 800:26:45Tap to summarizeSend us Fan MailPinnacle Championship Series 2026 Recap: Allegiant Stadium, Moon Room Networking, and Medicare Industry Insights. Bob and Rob recap the Pinnacle Championship Series 2026 in Las Vegas at Allegiant Stadium, reflecting on prior venues (MetLife Stadium, Nissan Stadium, Citizens Bank Park, and Orlando’s Kia Center) and how the event continues to improve in content and experience. They highlight the event’s kickoff with Gabriela’s national anthem performance and keynote speaker Kyle Scheele’s talk on entrepreneurial ideas, plus strong vendor engagement and collaborative energy. #insurancepodcast #podcast #insurance360 #medicare #KyleScheele #fmotraining #insuranceagent #insurancebroker #independentagents #fmo #investing #marketing #learnandgrow #agenttraining #insuranceindustry #insurancenews #insuranceadvice #agentresources #pfsinsurance #pinnaclefinancialservices #pfs
Transcribe →Gold Medal Cross Selling Strategies for Insurance Agents | Insurance 360 Ep 39
Mar 1100:46:54Tap to summarizeSend us Fan MailIn this post-Olympics episode of Insurance 360, Bob and Rob debate judged Olympic events, scoring systems, and favorite Winter Games sports while praising athletes’ grit and discussing topics like curling and biathlon. They’re joined by Trevor Braun (Physicians Mutual, “Medicare Edu-Cajun”) to break down major disruption in Medicare, stressing that agents now need to confidently offer both Medicare Advantage and Medicare Supplement options as networks tighten and access to providers differs sharply. The conversation covers underwriting, guarantee issue rights, birthday/anniversary rules, and the impact of adverse selection on rates, plus growing concerns around fraud, waste, and abuse and the potential for AI-driven oversight and prior authorization in Original Medicare. Trevor explains Physicians Mutual’s Innovative Plan G design and why cost-sharing products may be the future, and the group emphasizes fact-finding and cross-selling dental, life, cancer, and annuities to better serve clients and stabilize agent income.#insurancepodcast #podcast #insurance360 #medicare #fmotraining #insuranceagent #insurancebroker #independentagents #fmo #investing #marketing #learnandgrow #agenttraining #insuranceindustry #insurancenews #insuranceadvice #agentresources #pfsinsurance #pinnaclefinancialservices #pfs
Transcribe →Guarantees Over Hope: A Smarter Way to Plan Retirement | Insurance 360 Ep. 38
Feb 1200:34:56Tap to summarizeSend us Fan MailIn this episode of Insurance 360, Bob & Rob dive deep into the world of annuities, exploring the ins and outs of selling them throughout the year. Joined by guest expert Jake Quagliaroli, a Wealth Management Consultant from Saybrus, they discuss the fixed annuities market, address common misconceptions, and share valuable tips on how insurance agents can cross-sell annuities to their Medicare clients. Tune in to learn how to leverage existing client relationships, ask the right questions, and provide valuable retirement income solutions. Don't miss out on this insightful conversation aimed at helping insurance agents grow their business and better serve their clients.#insurance #pfs #pfsinsurance #insurancepodcast #podcast #insurance360 #medicare #fmotraining #insuranceagent #insurancebroker #independentagents #fmo #medicare #investing #marketing #learnandgrow #agenttraining #insuranceindustry #insurancenews #insuranceadvice #agentresources #pinnaclefinancialservice
Transcribe →Deal Yourself In to the 2026 Pinnacle Championship Series! | Insurance360 Ep 37
Feb 1000:30:19Tap to summarizeSend us Fan MailJoin Bob and Rob as they kick off 2026 with a comprehensive overview of key industry changes and exciting events lined up for the year. Discover what's in store for Pinnacle's agents, including the highly anticipated Pinnacle Championship Series 2026 in Las Vegas, featuring top industry leaders and expert panels. Don't miss the exciting updates on the launch of Pinnacle's new website. Get ready for an engaging episode packed with valuable insights and upcoming event details!
Transcribe →2025 Year in Review & What it Means for 2026 | Insurance360 Ep. 36
Dec 3100:43:30Tap to summarizeSend us Fan MailIn this special year-end holiday episode, Bob & Rob and the team look back at a transformative 2025, discussing industry changes, regulatory impacts, and major highlights. They reflect on the challenges faced, including plan suppressions and regulatory changes, while also expressing gratitude to their guests and experts who contributed valuable insights throughout the year. They discuss the importance of ancillary products, the resurgence of MedSup plans, and the growth of CSNP plans. The episode also touches upon the significance of continuous education and being adaptable to industry changes. Stay tuned for some exciting 2026 predictions and make sure to join us at our upcoming championship event in Las Vegas!#Insurance360 #InsurancePodcast #Medicare #MedicareAgents #InsuranceMarketing #InsuranceCompliance #2026Planning #AgentGrowth
Transcribe →The Agent Marketing Blueprint: From Struggling to Six Figures | Insurance 360 Ep. 35
Nov 2600:42:21Tap to summarizeSend us Fan MailIn this pre-Thanksgiving episode of Insurance 360, we delve deep into marketing strategies and the importance of being intentional with your campaigns. Bob and Rob are joined by Luke Acree, President of ReminderMedia and host of the Stay Paid Podcast. Luke shares his insights on how agents can effectively market their services, especially in a constantly changing Medicare space. Learn about the importance of knowing your audience, building a database, and using omnichannel marketing to stay top of mind. Discover the significance of consistency and branding, and get practical tips on how to ask for referrals. This episode is packed with actionable advice for insurance agents looking to grow their business and retain clients through effective marketing.
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