Work life resilience building a legacy under pressure
Angela Palo is COO of Pinnacle Financial Services, a leading National Medicare Brokerage, and member of the NABIP Medicare FMO Council.My journey into the financial services industry was anything...
Navigating Medicare Changes in 2025: Key Insights for Agents
In the ever-evolving landscape of Medicare, staying informed and adaptable is essential for agents aiming to provide the best possible service to their clients. As we move into 2025, significant...
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Cross Selling Hospital Indemnity Plans
The art of cross-selling is something that can be learned and can turn an average Medicare Advantage producer into a highly successful one.
Understanding Medicare OEP Rules
The Medicare Open Enrollment Period (OEP) occurs each year between January 1st and March 31st. A client must be on a Medicare Advantage plan to take advantage of the OEP opportunity.
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,
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.
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.
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