Nationwide | Build clients confidence with Nationwide Peak 10

Nationwide | Build clients confidence with Nationwide Peak 10

Nationwide | Build clients confidence with Nationwide Peak 10
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Build clients’ confidence with a Guaranteed Income Solution

Offer your clients consistent retirement income they can depend on with the Guaranteed Income Solution, a lifetime income withdrawal feature of Nationwide® Peak® 10 fixed indexed annuity. With the assurance of a guaranteed minimum amount for life, they can plan their retirement confidently. 

Our guarantee may make a big difference

Clients are guaranteed a 4% simple interest roll-up rate on the original income benefit base each year for the first 10 years or until the first withdrawal, whichever comes first.

Clients receive guaranteed lifetime income1 that won’t decrease, even if the contract value goes to zero. Income is based on the age clients take their first lifetime withdrawal.

Clients are guaranteed a 4% simple interest roll-up rate on the original income benefit base each year for the first 10 years or until the first withdrawal, whichever comes first.

Clients receive guaranteed lifetime income1 that won’t decrease, even if the contract value goes to zero. Income is based on the age clients take their first lifetime withdrawal.

For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881 support@pfsinsurance.com

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Contact a Pinnacle Financial Service representative today for assistance.

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Wellcare | 2025 Market Realignment

Wellcare | 2025 Market Realignment

Wellcare | 2025 Market Realignment
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Wellcare is grateful for your partnership in support of our managed care products and the members we serve nationwide. Over the years, your partnership has enabled Wellcare to focus on our mission of transforming the health of the communities we serve, one person at a time. Each year, as part of our normal course of business, we conduct a comprehensive review of our market operations and footprint.

Based on this year’s review, we have decided to discontinue offering Medicare Advantage (MA) products in six states beginning with the 2025 Annual Enrollment Period. We will be exiting Alabama, Massachusetts, New Hampshire, New Mexico, Rhode Island and Vermont. Wellcare will continue to offer Prescription Drug Plans in these states, and this decision does not impact our Marketplace or Medicaid contracts in these markets.

While our state footprint is changing, our commitment to delivering quality care and services to our members remains strong. The changes outlined above do not impact current members’ plans or benefits, and Wellcare will continue serving MA members in these six states through the end of 2024 and beyond for any contract run-out functions. Members will be notified in accordance with the Centers for Medicare and Medicaid Services (CMS) guidelines as part of the annual notification of change process. All enrollment materials related to these plans have been removed from Wellcare sites and enrollment platforms, and materials are no longer available for downloading, printing or ordering.

Importantly, our commitment to all of our other Medicare markets remains strong and unchanged.

We want you to know this difficult decision was not made lightly but will enable us to better focus our strategy and resources, so we can continue transforming the health of the communities we serve, one person at a time – for years to come. 

It has been our privilege to partner with you in support of our members and these communities. We know there will be questions and want to assure you we will work through next steps together. If you have questions, please contact your local sales leader.

For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881 support@pfsinsurance.com

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Contact a Pinnacle Financial Service representative today for assistance.

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Aetna | Stay informed: Certify, Medicaid eligibility, new podcast, D-SNP training, & more.

Aetna | Stay informed: Certify, Medicaid eligibility, new podcast, D-SNP training, & more.
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Get certified to sell 2025 plans

Visit AetnaMedicareProducerCertification.com to complete 2025 producer certification for Aetna MA/MAPD and Silverscript PDP products. Remember, certification is an annual requirement to become ready to sell our Medicare products. See below for details.

Update: You can now check Medicaid eligibility in Think Agent for select states

The Medicaid eligibility look-up tool in Think Agent has been restored forCO, MI, NC, CA, KY, AR, WV, NV, SC, SD, AL, CT, FL, GA, KS, LA, MD, MO, MS, NY, OH, PA and TX. NJ and VA will be restored soon. Tip: To access the Medicaid eligibility tool, you may need to clear your browser’s cache.

New podcast: Cross-selling | Bringing in new business

Get tips to help your clients be satisfied in their plan and have coverage they need. Watch the podcast on cross-selling and see how you can reinforce member satisfaction and grow your business.

Watch and listen to the latest episode (7 minutes)

D-SNP University National Training | Virtual 

August 1st 12pm est

Learn about 2024 plan foundations, supplemental benefit details and hear from key vendor speakers. There’s no better time to sell D-SNP than now! 

Register today

Reach more customers with a PURL

Did you know you can create a personalized URL through Think Agent to add to marketing materials? Your clients can use this URL to shop for or enroll in Aetna Medicare plans — while keeping you as the agent of record. Create your PURL.

It’s time to get ready to sell for 2025 AEP

To be “ready to sell” Aetna Medicare and Silverscript PDP products, you need to complete annual certification, and be contracted, licensed, and appointed by Aetna in accordance with state law. Check out some helpful resources:

For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881 support@pfsinsurance.com

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Contact a Pinnacle Financial Service representative today for assistance.

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Anthem | FTC Amended Telemarketing Sales RuleAnthem

Anthem | FTC Amended Telemarketing Sales RuleAnthem

Anthem | FTC Amended Telemarketing Sales RuleAnthem
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New Telemarketing Sales Rule Requirements

The Federal Trade Commission (FTC) has amended the Telemarketing Sales Rule to impose some additional record-keeping and prior-express-written consent requirements.

Here is a quick walkthrough of some of the primary new legal requirements for telemarketing:

  1. Telemarketing records must be retained for 5 years, including vendor contracts, scripts, and promotional materials (Sections 310.5(a)(1) and 310.5(a)(9)).
  2. Consent records for sales calls must encompass name, phone number, a copy of the consent request in the same format it was given to the consumer, the purpose/scope of the request, a copy of the consent provided, and the date consent was given.
  3. For sales calls that require prior express written consent, the consent will need to identify the specific seller(s) for whom consent is being given by their legal name, as well as brand names if needed to ensure the consumer is aware of which entity they are giving consent to. For calls on behalf of Elevance Health-affiliated plans or advertising one of our plans, the consent request should name Elevance Health Inc. and its subsidiaries, including the specific local affiliate brand and its legal name whose plans are being marketed.
  4. As of October 15, 2024, telemarketers are required to preserve call detail records for sales calls. The call detail records must include all of the items set out in Section 310.5(a)(2).

We thank you in advance for acquainting yourself with these requirements. Please share this information with your internal teams as needed. The FTC’s explanation of the changes and full amended rule can be found here: https://www.govinfo.gov/content/pkg/FR-2024-04-16/pdf/2024-07180.pdf.

IMPORTANT REMINDER Agencies that sell Medicare Advantage plans should already be keeping selling and marketing materials, scripts, and tapes for 10 years and should continue to do so per CMS regulations as summarized here: agent-broker-marketing-faqs-10-19-2022.pdf (cms.gov).

For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881 support@pfsinsurance.com

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Contact a Pinnacle Financial Service representative today for assistance.

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IBX | Dental Portfolio, Platform Transition Updates and Reminders, Copay Card Update, Medicare Business, NABIP Webcast

IBX | Dental Portfolio, Platform Transition Updates and Reminders, Copay Card Update, Medicare Business, NABIP Webcast

IBX | Dental Portfolio, Platform Transition Updates and Reminders, Copay Card Update, Medicare Business, NABIP Webcast
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FULLY INSURED GROUPS

New Independence Blue Cross (IBX) Dental available July 1

We are excited to announce the launch of our new dental portfolio and network, available to all fully insured group businesses.
FULL ARTICLE

PLATFORM TRANSITION

Updates and reminders for July renewals

As you prepare your July renewals to transition to our enhanced operating platform, please review these helpful updates and reminders.
FULL ARTICLE

Updates and reminders for August renewals

As you prepare your August renewals to transition to our enhanced operating platform, please review these helpful updates and reminders.
FULL ARTICLE

Temporary member ID cards for clients transitioning in July

For clients renewing in July, IBX will mail temporary ID cards to all members that will enable uninterrupted access to care for all members.
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Sign up for our Platform Transition Training for Producers

To help ease the transition of migrating customers and answer questions around what to expect, we’ll be hosting a Platform Transition Training for Producers on the IBX Experience Series for Client Advisors. This training will air Thursday, June 27, at 10 a.m.
REGISTER

FULLY INSURED BUSINESS | RX

Enhanced Copay Card program issue and correction

We were recently informed of a coding issue related to the Enhanced Copay Card program. This issue has been resolved, and mailed outreach is occurring to impacted membership.
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Enhanced Copay Card program issue and correction

June updates: Broker Kickoff, retail opportunity, webinar

Please review these important updates regarding our 2025 AEP Medicare Broker Kickoff, ShopRite retail opportunity, and Patina and Agent Methods webcast.
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ALL SEGMENTS

Reminder: Join us for our live NABIP webcast event

On June 26 from 9:30 to 10:30 a.m., IBX will host a virtual event for NABIP to discuss the improvements and strategies of cost management in today’s health care market.
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For more information, contact a Pinnacle Financial Services representative today 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881 support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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