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PODCAST

Insurance 360

Pinnacle Financial Services

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

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All Episodes

43:30

2025 Year in Review & What it Means for 2026 |...

Insurance 360 ·

2025/12/31

Send us a text In 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 ...

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42:21

The Agent Marketing Blueprint: From Struggling to Six...

Insurance 360 ·

2025/11/26

Send us a text In 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 mark...

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25:05

Nightmare On Enrollment Street | Insurance 360 Ep. 34...

Insurance 360 ·

2025/11/05

Send us a text In this second annual Halloween spooktacular episode of Insurance 360, hosts Bob and Rob are replaced by Ted Lasso and the Milburn Pennybags (better known as the "Monopoly Man"), who add a Halloween twist to the show. This episode tackles the challenges and opportunities present during the Annual Enrollment Period (AEP) for insurance agents. Packed with some spooky special guests who come to share tips on overcoming tech troubles, embracing new business practices, and the impor...

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44:36

Disruption = Opportunity | How Top Agents are...

Insurance 360 ·

2025/10/22

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

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35:49

3 Bobs, 1 Mission: Survive and Thrive in Medicare...

Insurance 360 ·

2025/10/09

Send us a text Join us for a long-awaited episode of Insurance 360 where we recap our recent successful event in Orlando and discuss the rapidly evolving Medicare industry. Special guest Bobby 'Medicare Bob' dives deep into strategies for preparing for the upcoming AEP, the impact of recent industry changes, and how to leverage technology and telesales to manage your book of business. Learn valuable insights on Medicare Advantage plans, dealing with decommissioned plans, the rise of HMOs, the...

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37:13

Medicare Advantage Changes: From PPO's to Value-Based...

Insurance 360 ·

2025/09/29

Send us a text In this episode of Insurance 360, Dr. Shannon Decker joins hosts Bob and Rob to discuss the evolving landscape of value-based care in the healthcare industry. The conversation covers the importance of compliance, the impact of risk adjustment and quality measures, and how technological advances like AI are shaping the future. Dr. Decker also highlights the role of telehealth, chronic condition management, and the ongoing shift towards more specialized Medicare plans. Don't miss...

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37:02

The Tech Evolution is Here! Don't Get Stuck In The...

Insurance 360 ·

2025/08/26

Send us a text In this episode of Insurance 360, Dalton Miller of RetireFlo joins Bob and Rob to explore key insurance trends and challenges. They cover AEP prep, carrier changes impacting PPO products, and the role of advanced tools like RetireFlo, Connect4Insurance, and Pinnacle’s CRM BOSS. Dalton shares how agents can stay organized with early planning and tech integration, while the episode also spotlights upcoming events and the Pinnacle–RetireFlo partnership supporting agents and agenci...

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36:51

Digging for Insurance Sales? This One's A Gold Rush |...

Insurance 360 ·

2025/07/21

Send us a text In this episode of Insurance 360, we dive into strategies for mastering Annual Enrollment Period (AEP) with special guest Jeremy Boz from Tyler Insurance. Hosts Rob and Bob discuss the ins and outs of AEP certifications, effective planning, and the essential role of technology and organization in managing a successful insurance agency. Jeremy shares his insights on the importance of having a well-structured business plan, grassroots marketing, and innovative community engagemen...

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38:09

The Last Line of Defense: Protecting the Independent...

Insurance 360 ·

2025/07/14

Send us a textIn this episode of Insurance 360, Calvin Bagley joins Bob and Rob for a candid conversation on the growing pressure agents face from CMS regulations, shifting carrier strategies, and public misconceptions about our industry. From commission shakeups and non-commissionable plans to advocacy efforts on Capitol Hill, this is a must-watch for any agent gearing up for AEP 2026. Calvin shares how a walk into CMS led to real change — and why now, more than ever, independent brokers must be

en-us

41:43

MAJOR Medicare changes AGENTS should know | Insurance...

Insurance 360 ·

2025/06/23

Send us a text Grab your calculators and compliance manuals — the Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and carrier exits to the “birthday rule” and shrinking dental benefits. It’s annual enrollment prep, agent training evolutions, Dr. Oz impacts, and a Pinnacle Championship Series sneak peak. AEP is coming. Get ahead now. #insurance #pfs #pinnaclefinancialservices #pfsinsurance #ancillary #healthpr...

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39:01

Effective & Compliant Medicare Lead Generation with...

Insurance 360 ·

2025/05/14

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 breaking down the tech trends transforming how insurance agents grow, serve, and succeed. May the Leads be with you!

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31:54

Inflation Reduction Act on Medicare & Prescription...

Insurance 360 ·

2025/04/17

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 Store, the conversation explores the current landscape of high-cost prescription drugs in the U.S., the role of Canadian Med Store in prov...

en-us

45:28

Future-Proofing Your Insurance Business: The Secrets...

Insurance 360 ·

2025/04/02

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 process of buying and valuing books of business, and the impact of technology in the insurance space. Christian also shares insights on why young entr...

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38:15

Exploring the Future of Medicare Supplements with...

Insurance 360 ·

2025/03/26

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, its challenges, and the regulatory landscape. Discover the impact of COVID-19 on claim trends and how companies like Mutual of Omaha are addressi...

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29:53

Mastering Medicare: Tips for Navigating Advantage...

Insurance 360 ·

2025/02/27

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 Advantage plans. Jamie shares his extensive background in the insurance industry and emphasizes the necessity of providing hospital indemnity plans and ot...

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36:59

Maximizing Success in Agent Marketing with Nick Palo

Insurance 360 ·

2025/02/06

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 Medicare marketplace, the importance of planning and strategizing, and how to navigate new rulings and changes, particularly the impact of recent SEP...

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34:51

Huge SEP and OEP Changes for Medicare Agents!...

Insurance 360 ·

2025/01/24

Send us a textJoin 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 plans (D-SNPs) and Special Enrollment Period (SEP) changes. Learn about the new monthly SEP for dual eligible beneficiaries, the discontinuation of ...

en-us

27:10

Navigating the End of AEP: Insights and Projections...

Insurance 360 ·

2024/12/06

Send us a textIn 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 import...

en-us

31:44

Midstream Medicare Changes & Long-Term Care Insights...

Insurance 360 ·

2024/11/26

Send us a textIn 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 short-term options, and the emerging trend of clients proactively seeking LTC solutions. Special guest Greg Yodis, Senior Sales Director at Pinnacle...

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29:17

Happy Halloween! A Special Treat by Pinnacle...

Insurance 360 ·

2024/11/01

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 company crypt!Hit play if you dare, and prepare for some bone-chilling fun!

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37 results

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