Episodios

  • MAJOR Medicare changes AGENTS should know | Insurance 360 Ep. 27
    Jun 23 2025

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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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    42 m
  • Effective & Compliant Medicare Lead Generation with Professor Leads | Insurance 360 Ep. 26
    May 14 2025

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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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    39 m
  • Save Money on Prescription Drugs with Canadian Medstore: Tariffs & Drug Prices | Insurance 360 Ep. 25
    Apr 17 2025

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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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    32 m
  • Future-Proofing Your Insurance Business: The Secrets of Succession Planning with Christian Brindle
    Apr 2 2025

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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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    45 m
  • Exploring the Future of Medicare Supplements with Mutual of Omaha
    Mar 26 2025

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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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    38 m
  • Mastering Medicare: Tips for Navigating Advantage Plans with Jamie Sarno
    Feb 27 2025

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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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    30 m
  • Maximizing Success in Agent Marketing with Nick Palo
    Feb 6 2025

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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.

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    37 m
  • Huge SEP and OEP Changes for Medicare Agents! Navigating 2025: Nicky Skubal from Aetna
    Jan 24 2025

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    Join us as we dive into the latest developments in the Medicare industry, including major changes to the AEP and SEP regulations. Bob and Rob discuss how these modifications are impacting Medicare agents and their strategies for the coming year. We are joined by Nicky Skubal from Aetna, who brings her expert insight on dual eligible plans (D-SNPs) and Special Enrollment Period (SEP) changes. Learn about the new monthly SEP for dual eligible beneficiaries, the discontinuation of the quarterly SEP, and the introduction of the disaster SEP requiring direct CMS involvement. This episode aims to equip Medicare agents with the knowledge and tools they need for a successful and compliant year ahead. Don't miss it!

    Join Insurance 360 and Nicky Skubal from Aetna as they keep you connected with the latest industry trends and ensure you're prepared for a successful year in the ever-evolving insurance landscape!

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    35 m
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