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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 agencies.

#insurancepodcast #podcast #insurance360 #pfsinsurance #PinnacleFinancialServices #pfsinsurance #DaltonMiller #RetireFlo #PPO #AEPprep #AEP2026 #FMOtraining #BOSS  #sales #insuranceagent #insurancebroker #medicare #marketing #agenttraining #pfs

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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 engagement. Whether you're a seasoned agent or just starting out, this episode is packed with valuable tips to help you excel during AEP. Tune in to learn how to optimize your time, manage your book of business, and navigate the complexities of the insurance landscape. Don't miss the details on the upcoming Championship Event in Orlando where agents can gain firsthand knowledge from top carriers and industry experts. Stay organized, stay informed, and have a successful AEP season!

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In 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 ready to defend their role.

The system is shifting. The stakes are rising. Agents, it’s time to hold the line.

#insurancepodcast #podcast  #insurance360 #pfsinsurance  #pinnaclefinancialservices  #pfsinsurance  #insurance360  #ancillary  #healthproducts   #medicare  #fmotraining  #aca  #sales  #cms  #AEP2026 #medicaresupplement  #MedSupp #DrOz #Compliance #FraudandWaste #insuranceagent  #insurancebroker  #fmo  #investing #marketing  #learnandgrow  #agenttraining  #agent

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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 #healthproducts #insurance360 #podcast #insuranceagent #insurancebroker #fmotraining #investing #marketing #learnandgrow #agenttraining #agent #medicare #fmo #aca #sales #cms

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Grab your calculators and compliance manuals — the CEO of National Care Dental, NCD, and self-proclaimed Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and Medicare carrier changes to the “birthday rule” impacting Medicare Supplements. It’s also annual enrollment prep time, where agents are going to get ready for the upcoming election season. And remember to sign up for your free ticket to the  Pinnacle Championship Event at the Kia Center in Orlando, FL. where you'll learn in person how to grow you insurance business compliantely.  This is a must-listen episode for everyone in the senior market.

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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 providing affordable alternatives, and the importance of being a resourceful insurance agent. They also address common concerns about tariffs and provide practical advice for Medicare agents to better serve their clients. Whether you're an insurance professional or someone navigating the complexities of Medicare, this episode offers valuable insights to help you manage prescription drug costs effectively.

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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 entrepreneurs should consider a career in insurance and the various dynamics involved in selling or buying a book of business. This episode is packed with valuable advice for both new and seasoned insurance agents.

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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 addressing fraud, waste, and abuse in the sector. The episode also highlights the industry's response to recent legislative changes like the Inflation Reduction Act and the birthday rules affecting MedSup policies. Stay tuned for exciting news about Mutual of Omaha’s upcoming entry into the Hospital Indemnity market and how they aim to ensure a smooth experience for brokers and clients alike.

This podcast is intended for producer use only. Not intended for use with the general public.

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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 other ancillary policies to clients. They also discuss the benefits of dental, vision, and hearing (DVH) plans and the changing landscape of Medicare supplements. The conversation highlights the importance of making the sales process seamless and being prepared for industry changes. Jamie offers practical advice on selling and managing a strong portfolio, as well as utilizing advanced tools and competitive intelligence to aid agents in their roles.

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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 DSNP rules. The team also delves into the critical role of marketers, the importance of having a detailed plan, leveraging technology and CRM systems, and effectively utilizing social media and web presence to enhance credibility. Nick emphasizes personalized strategies for agents to grow their foot print, recruit efficiently, and ultimately increase productivity. The episode provides valuable advice for both new and experienced agents looking to expand their business and navigate the ever-changing Medicare landscape.