Retail Read All About It

Are you an insurance agency/agent and has heard of how other agents get clients from the Medicare Advantage Retail Program? This is a great start for you and your business. Many agents have tried this but have they “really” tried this? Pinnacle Financial Services has the ins and outs of how to work the retail venues and how they WILL help your business?

Medicare Retail Sales

Pinnacle is a proud partner with all the top carriers in your area for retail providers. There are many retail vendors to choose from: Walmart, CVS, Target, Walgreens, Kroger, Safeway and many many more, check with your Pinnacle sales director for more information in your area.

The Advantage of Retail

Insurance agents and brokers can market Insurance products in a specified location and these are generally available all year long. This is a great opportunity for AEP, OEP and SEP!  This will allow an agent to build relationships with clients and help them with Insurance options will lead to year-round opportunities and lasting relationships. Kiosks will help you get in front of your consumers with the partnership Pinnacle will help our agents create.  These are a great way to network with potential clients and grow your insurance business. Retail Venues vary by state reach out to Pinnacle to see what is available in your area. 1-800-772-6881.

What to Expect:

• Locations will supply a table and 2 chairs and banners to direct customers to your location.
• You will choose your own dates/times but you will be responsible to be present at that date and time per CMS Marketing Guidelines.
• Approval will need to be done by the carrier and event will need to be filed in the sales tracker (by the agent) as an informal marketing event.
• Marketing pieces are available free to use and are in the carrier’s sales toolkit   You can customize these items with your pictures/logo to help identify your consumers to your business.

Next Steps

Retail are offered in certain locations by agent legacy and first come first serve. Reach out to your local Pinnacle Sales Represented today to secure your spot for upcoming retail initiatives. Make your wish list today! We are excited to help you grow this opportunity as we are the your trusted FMO Partner! We are truly dedicated to your success.