IUL’s Provide Income, Death Benefit Protection and Living Benefits
Introduction: Understanding the Importance of Indexed Universal Life Policies for Insurance Agents Insurance agents play a crucial role in guiding clients towards the best financial decisions for...
Guaranteed Retirement Income with Annuities
June is Annuity Awareness Month — a time to spotlight one of the most powerful yet underutilized tools in retirement planning. For independent agents, it’s a key opportunity to educate Medicare...
More Blogs
Cross Selling Hospital Indemnity
Let’s Talk About Hospital Indemnity A Smart Cross-Sell Strategy for Medicare Agents By Dustin OfsharickIn this ever-changing healthcare market, staying flexible and thinking forward is key. One of the best ways to do that? Cross-selling hospital indemnity plans. I’m...
2026 CMS Final Rule
The Centers for Medicare & Medicaid Services (CMS) has released its final rule for Contract Year 2026, bringing significant updates to Medicare Advantage (Part C), Medicare Prescription Drug (Part D), Medicare Cost Plan, and Programs of All-Inclusive Care for the...
Succession Planning for Insurance Agents
Why I Believe in Succession Planning and Strategic Acquisitions (with Christian Brindle):In the ever-changing world of insurance, especially within the Medicare space, staying ahead means thinking beyond just the day-to-day. Recently, Rob and I had the pleasure of...
Maximizing Medicare: Unlocking Opportunities in Ancillary Insurance
Welcome to Insurance 360!Hey there, and welcome back to another exciting deep dive into the world of insurance! Today, we're peeling back the layers of Medicare Advantage and exploring the game-changing role of ancillary products. And trust me—you don’t want to...
Understanding the Basics of the ACA: A Simple Guide
Welcome! Let’s Talk About the ACA Hey there! If you’re new to the Affordable Care Act (ACA)—also known as Obamacare—or just need a refresher, you’re in the right place. At Pinnacle Financial Services, we’re here to break it all down for you, from what the ACA is and...
Navigating Change: A Chat with Assistant VP Nick Palo on Insurance 360
Hey there, insurance pros! It’s Bob Brzyski here, your host of the Insurance 360 podcast and VP of Marketing at Pinnacle Financial Services. I get to have some pretty amazing conversations with industry experts, and in our latest episode, I sat down with none other...
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