Tips for Selling Life Insurance

There are many types of life insurance that are available for individuals to purchase. As a life insurance agent, how do you know what type of product, amount of coverage,

TPMO Disciplinary Action Reporting

With the release of the 2023 Final Rule, CMS implemented many new regulations such as recording sales calls & disciplinary action reporting.

Quoting Medicare Supplements

Quoting Medicare supplements is easy with the right tools. Pinnacle Financial Services is your full back office support for all quoting needs. We have many options from desk top quoting, mobile quoting, to our Connect4Medicare program.

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Medicare Training Options

The Centers of Medicare & Medicaid Services also known as CMS requires you to do a yearly training if you will be helping clients with selecting a Medicare Advantage plan. Whether you are a new agent or a season veteran, we go through Medicare Training every year.

Insulin Savings Program

​Part D Senior Savings Model is set for a big change starting in January 2023. Due to the Inflation Reduction Act, there will be a cost-sharing cap for each insulin product that is covered under a Medicare prescription drug plan to $35 for a month’s supply.

2023 Social Security Increase

2023 Social Security is set to increase for approximately 70 million Americans. The cost-of-living adjustment, also known as COLA, will increase by 8.7% beginning in January 2023.

2023 Medicare Part B Premiums

2023 Medicare Part B premiums are set to lower for the first time in years. Beneficiaries can expect some relief in their premiums at the start of the new year. This news couldn’t come at a better time given the current state of the economy.

Prescription Drug Savings

The high cost of inflation has all Americans looking for ways to save money. Prescription drug-saving options are increasingly important as costs continue to rise.

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