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AEP is coming fast, and this episode of Insurance 360 is packed with the information agents need to get ready.

We brought together five industry experts to tackle some of the biggest issues facing Medicare agents this AEP.

Jeff Palo, VP of Sales at Pinnacle Financial Services

SSBCI changes, C-SNP opportunities and what agents need to know about verification.

Sam Melamed, CEO of National Care Dental

Medicare Advantage enrollment caps and why agents need to understand this new lever carriers may have in 2027.

Dalton Miller, CEO of RetireFlo

Using automation and technology to work smarter, manage your book and create a more efficient AEP.

Megan Guido, Director of Growth Marketing at LeadStar

Best practices for compliant inbound calls, working leads and turning more AEP opportunities into clients.

Bill Hepsher, CEO of Canadian Medstore

The changing Part D landscape, prescription drug costs and what seniors are facing at the pharmacy counter.

Five experts. Five important conversations. One goal: helping you have a better AEP 2027.

Follow Pinnacle Financial Services on social media and watch for this special episode of Insurance 360. It’s time to get locked in for AEP.

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Class is back in session, and AEP 2027 is the subject every Medicare agent needs to know.

We break down what agents should be preparing for now, including plan terminations, Service Area Reductions, certifications, carrier focus on quality business and retention, network changes, Medicare Supplement, ancillary health, BOSS CRM, and more.

Don't wait until October to get ready. Watch the latest Insurance 360 Podcast and make sure you're prepared for AEP 2027.

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AEP 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.

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This 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 Fathers
• The Declaration of Independence and the Constitution
• Why our system of government was designed the way it was
• What visitors from around the world are discovering about America
• The 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!

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The 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 tips

The 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.

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Need 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. 

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Join 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?

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Curious 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. 

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Pinnacle 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

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In 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