Beyond the “No”: How Life Insurance Agents Can Find Solutions for Uninsurable ClientsUninsurable Clients For Life Insurance
As life insurance agents, we've all been there: a client comes to us seeking coverage, only to be deemed "uninsurable" due to health conditions, age, or other factors. It can be disheartening for...
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...
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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...
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 but planned. I envisioned a life as a stay-at-home mom, raising a large...
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 changes are on the horizon, particularly concerning Special Enrollment...
Exploring the Power of the Nationwide Peak 10 Fixed Index Annuity:
Securing a reliable retirement income is more important than ever in today's volatile financial market. Understanding the various options available can make all the difference in ensuring a stable, comfortable retirement. I’m passionate about equipping financial...
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