Gold Medal Cross Selling Strategies for Insurance Agents | Insurance 360 Ep 39

The Future of Insurance Agents is AI-Enhanced, Not AI Replaced | Insurance 360 Ep. 42

Send us Fan Mail [https://www.buzzsprout.com/249494/fan_mail/new] 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?

Value Based Care Industry Changes & The Final Rule Impact | Insurance 360 Ep. 41

Send us Fan Mail [https://www.buzzsprout.com/249494/fan_mail/new] 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.

Championship Series. Where Agents Go All In on Growing | Insurance 360 Ep 40

Send us Fan Mail [https://www.buzzsprout.com/249494/fan_mail/new] 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

Gold Medal Cross Selling Strategies for Insurance Agents | Insurance 360 Ep 39

Send us Fan Mail [https://www.buzzsprout.com/249494/fan_mail/new] 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

Guarantees Over Hope: A Smarter Way to Plan Retirement | Insurance 360 Ep. 38

Send us Fan Mail [https://www.buzzsprout.com/249494/fan_mail/new] In 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 [https://www.youtube.com/hashtag/insurance] #pfs [https://www.youtube.com/hashtag/pfs] #pfsinsurance [https://www.youtube.com/hashtag/pfsinsurance] #insurancepodcast [https://www.youtube.com/hashtag/insurancepodcast] #podcast [https://www.youtube.com/hashtag/podcast] #insurance360 [https://www.youtube.com/hashtag/insurance360] #medicare [https://www.youtube.com/hashtag/medicare] #fmotraining [https://www.youtube.com/hashtag/fmotraining] #insuranceagent [https://www.youtube.com/hashtag/insuranceagent] #insurancebroker [https://www.youtube.com/hashtag/insurancebroker] #independentagents [https://www.youtube.com/hashtag/independentagents] #fmo [https://www.youtube.com/hashtag/fmo] #medicare [https://www.youtube.com/hashtag/medicare] #investing [https://www.youtube.com/hashtag/investing] #marketing [https://www.youtube.com/hashtag/marketing] #learnandgrow [https://www.youtube.com/hashtag/learnandgrow] #agenttraining [https://www.youtube.com/hashtag/agenttraining] #insuranceindustry [https://www.youtube.com/hashtag/insuranceindustry] #insurancenews [https://www.youtube.com/hashtag/insurancenews] #insuranceadvice [https://www.youtube.com/hashtag/insuranceadvice] #agentresources [https://www.youtube.com/hashtag/agentresources] #pinnaclefinancialservice [https://www.youtube.com/hashtag/pinnaclefinancialservice]