Insurance 360

Insurance 360

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Insurance 360 episodes

  • Navigating Medicare 2025: Final Rule Insights, AEP Updates, and Ancillary Health Sales Conversation

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    Welcome back to another episode of the Insurance 360 Podcast! Today, we're going to dig into what's new with Medicare for 2025. We'll break down the Final Rule and talk about what it means for everyone involved - from insurance companies to agents to the beneficiaries who use Medicare. Plus, we'll go over all the important stuff you need to know for the Annual Enrollment Period (AEP) so you can handle the changes and grab any opportunities coming your way. We're also going to give you some cool tips and tricks on how to effectively sell extra health products, helping you boost your offerings and better serve your clients. Make sure you tune in to get all the info you need to stay on top of your game in the fast-changing world of Medicare and health insurance!

    27 min
  • How to Prospect Assisted Living Centers for IE-SNP Medicare Advantage Plans

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    In this episode, you will learn the following:

     -Differences in Senior Living Centers
     -How to identify key decision makers
     -How to articulate your value proposition
     -Various tools at your disposal
     
     This helps in conjunction with the exclusive Medicare Advantage Plan only for Pinnacle agents! This IE-SNP is for those in a facility or at home. Some benefits in addition to Original Medicare includes:

     - 5-star year-around selling opportunity
     - Low Maximum Out-of-Pocket
     - Aggressive Dental Benefit*
     - High Quarterly OTC Benefits*
     - 36 One-Way Rides Every Year*
     - Generous Vision & Hearing
     and more!
     

    1 hr 7 min
  • 2024 AEP- Getting Ready

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    In this episode of "Connect4Insurance" we delve into the 2024 CMS Final Rule and its implications on agent marketing and compliance during the Medicare Annual Enrollment Period (AEP). The rule emphasizes accurate, transparent, and non-misleading marketing materials, along with heightened privacy protection for beneficiaries. Additionally, we spotlight the UHC IE-SNP MAPD plan, catering to the healthcare needs of individuals who need assistance with ADL's and IADL's.  Get ready for all the new 2024 plan information and ensure your clients make the most informed decision. 

    31 min
  • Exclusive Medicare Advantage Plan- IE-SNP

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    Exclusive Medicare Advantage Plan sales opportunity!

    This IESNP is for those in a facility or at home. 

    This plan has various benefits in addition to Original Medicare that includes:
    - 5-star year-around selling opportunity
    - Low Maximum Out-of-Pocket
    - Aggressive Dental Benefit*
    - High Quarterly OTC Benefits*
    - 36 One-Way Rides Every Year*
    - Generous Vision & Hearing
    and more!

    *Benefits differ by plan, see state-specific information for local benefit structure

    35 min
  • Getting Ready for AEP

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    Medicare Advantage Annual  Enrollment Period is quickly approaching.  Are you prepared?

    Medicare’s Annual Enrollment Period (AEP) runs from October 15 to December 7th every year. This is the time when all Medicare beneficiaries can make changes to their Medicare Advantage and Part D prescription drug plans for the upcoming coverage year.

    New CMS rules are the norm.  New Medicare carriers are always entering the market.  New technology can be daunting for those without the support and training to stay at the forefront of the Medicare sales industry. 

    Be prepared for AEP so that you can best serve your clients.

    30 min
  • 2023 Medicare Certifications

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    Welcome to the beginning of the 2023 AEP selling season! In this episode we discuss the new AHIP and NAHU certifications (some valuable tips included!).  We also talk carrier certifications, like United Healthcare and Aetna,  with various release dates and best practices. 

    25 min
  • CMS Marketing Rules

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    Are you recording all of your Medicare calls? In this episode we discuss how the new CMS Medicare Final Rule can drastically impact how insurance agents sell Medicare.  Hear the latest on how NAHU is working hard behind to keep the rule from going into effect as is for 2023.

    25 min
  • Cross Selling using the Holistic Method

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    In this episode we discuss methods and motivations for insurance professionals to cross sell to their clients using the Holistic Method.  Find out how adding to your selling process can enhance both an agents business and a clients piece of mind.

    28 min
  • Pinnacle 2022 Sales Summit- Recap

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    In this episode we recap our 2022 Sales Summit.  The event was held at the Sheraton Valley Forge in King of Prussia, PA on March 23rd and 24th.  

    Our keynote speaker, Vince Papale from the Disney Movie "Invincible", was amazing and got the crowd going early.   The presentations included Seminar Selling, Multicultural marketing, Google SEO , Facebook for business, Medicare updates from Capitol Hill and more.

    To get more details reach out to Pinnacle Financial Services at 800-772-6881 x-7731  or www.pfsinsurance.com. 

    25 min
  • 2022 Pinnacle Sales Summit

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    The Pinnacle Sales Summit is the #1 event for insurance professionals. Network and learn strategies on how to grow your Medicare, Annuity, Life Insurance, and/or Final Expense businesses.

    Hear about the latest in marketing trends, legislative updates, sales concepts, state-of-the-art technology, and more.

    This year’s summit will have as Keynote Speaker Vince Papale, a former Philadelphia Eagle whose story was made into the 2006 Disney Picture “Invincible”.

    Pinnacle Financial Services, helping insurance professionals grow their business since 2001.

    16 min

About Insurance 360

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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…