Podcast
Insurance 360
Hosted by Pinnacle Financial Services · EN
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.
12episodes
Episodes
Newest firstAll episodes
GET LOCKED IN for AEP 2027: What Every Agent Should Be Doing Right Now | Insurance 360 Ep. 46
1w ago00:26:16Tap to summarizeSend us Fan MailAEP doesn't start in October, it starts with the work you do today.In this episode of Insurance 360, we cover the essential checklist every Medicare agent should complete before AEP 2027, including:Carrier certifications Getting contracted with the right carriers Organizing your book of business with BOSS CRM Marketing and lead generation strategies Carrier training events Compliance reminders And more...The agents who prepare early spend AEP helping clients, not chasing paperwork.Subscribe to Pinnacle Financial Services for more Medicare, marketing, and agency growth strategies every week.
Transcribe →The World Is Falling in Love with America Again... Here's Why
4w ago00:31:03Tap to summarizeSend us Fan MailThis Fourth of July, we're taking a different approach.While millions of fans from around the world are visiting the United States for the World Cup, they're experiencing America through fresh eyes, and many of the moments going viral aren't just about soccer. They're about small-town hospitality, legendary BBQ, July 4th celebrations, and the freedoms and opportunities that make America unique.In this special episode, we explore:The vision of the Founding FathersThe Declaration of Independence and the ConstitutionWhy our system of government was designed the way it wasWhat visitors from around the world are discovering about AmericaThe World Cup's unexpected reminder of what makes this country special Whether you're a history buff, a soccer fan, or simply proud to call America home, this is a conversation you won't want to miss.Happy Independence Day, and Happy 250th Birthday, America!
Transcribe →Kick Off Your Certs: Are You Qualified to Compete in 2027? | Insurance 360 Ep. 44
Jun 1700:27:04Tap 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
May 2900:33:38Tap 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!
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