Insurance 360

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

46 min · 11 mrt 2026
aflevering Gold Medal Cross Selling Strategies for Insurance Agents | Insurance 360 Ep 39 artwork

Beschrijving

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

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

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

8 apr 202626 min
aflevering Gold Medal Cross Selling Strategies for Insurance Agents | Insurance 360 Ep 39 artwork

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

11 mrt 202646 min