Always Be Marketing: The Mindset Shift Insurance Professionals Need in 2025

Let’s get this out of the way upfront:“Always Be Closing” “ABC’s” of Sales still has its place. Asking for the sale is part of the job, and a critical one at that. Whether you’re helping someone enroll in a Medicare plan or choose the right life insurance policy,...

Medicare Supplement Selling

As an agent, Medicare Supplement Advantages are sometimes overlooked.  Selling Medicare Supplements is an important part of an overall offering from an agent. In this blog we will discuss Medicare...

Best Medicare FMO for Growth

The Medicare insurance market continues to grow, creating an exceptional opportunity for independent agents to scale their business. To succeed in today’s competitive environment, agents need to...

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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...

New Medicare FEMA SEP Rules

By Ed Crowe  Attention: Update by CMS Per CMS’s March 20, 2025 memo, carriers are expected to continue accepting applications under the Medicare disaster/emergency Special Enrollment Period (SEP). This allows agents to support clients in utilizing the SEP and to...

Unlocking Opportunities with OEP: Navigating Lead Strategies and Tools

By Cody Johnson, Director of Sales, Pinnacle Financial Services Navigating the ever-evolving insurance landscape, especially during the Open Enrollment Period (OEP), can be daunting. As the Director of Sales at Pinnacle Financial Services, I’ve worked with countless...

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