Medicare Insulin Saving Program

Medicare Insulin Saving Program

by | Jun 10, 2021 | Blog | 0 comments

Medicare Insulin Saving Program
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What is the Insulin Saving Program? It is big news in the Medicare industry! Today I will discuss how to make sure you are giving your your clients the best product based on their insulin prescription. Here at Pinnacle Financial Services, we offer our agents the best online comparison tools in the industry at no cost! We want our agents to have the convenience of doing the enrollments from start to finish on one platform.

How does the Insulin Savings Program work?

The insulin saving program allows participating Part D plans to offer a vast set of formulary insulins at a maximum of $35 co-pay per month supply, throughout the deductible, initial coverage, and coverage gap phase. Starting in January 2021, Part D plans that are participating in this program will offer consistent copayments for their insulin, this will help many clients save money.

Where do you find participating plans?

Creating profiles for your clients, running quotes, doing provider look ups, comparing pharmacies, PDP plan options, Insulin Saving program, a PURL (Compliant Consumer facing Personal Website) and more are available through Pinnacle’s Connect4Medicare system. Connect4Mediacre is an all-in-one tool every agent should have and utilize in today’s day and age. A new value add with Connect4Mediacre is you can specifically quote just the Medicare Advantage plans & PDP that are participating in the Insulin Savings Program by simply selecting it under “Additional savings”.

Next Steps

Please reach out to any of the Sales Directors here at Pinnacle and we will gladly train you on the everything you need with  Connect4Medicare and Medicare Selling.   Our team of Medicare experts can be reached at 1-800-772-6881 x-7731 or email Sales@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

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2022 Medicare Certifications

2022 Medicare Certifications

by | Jun 8, 2021 | Blog | 0 comments

2022 Medicare Certifications
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It’s hard to believe that 2022 Medicare certifications are already only a few weeks away. Although it is still too early to start the process, it is always good to be able to plan ahead. Typically, AHIP (America’s Health Insurance Plans) and industry carriers launch their 2022 certifications within the first few weeks of summer to give agents plenty of time to complete before AEP (Annual Election Period) begins.

What is AHIP?

AHIP stands for American Health Insurance Plans and was established in 2003 through a merger of the Health Insurance Association of America and the American Association of Health Plans. AHIP offers Medicare training that is accepted by CMS (Centers for Medicare and Medicaid Services) and nationally by all Medicare insurance carriers.

2022 Medicare Certifications: Current Dates to Remember

In planning for 2022 AEP, it is important to plan out and take all required certifications in a timely fashion. So far, AHIP and a handful of national carriers have announced the dates of when the new training will be available for agents. Here is a list with corresponding dates:

Where does Pinnacle Financial Services come in?

Pinnacle Financial Services is a full-service “FMO” that is dedicated to helping agents across the country grow their book of business. It is essential to be prepared for the upcoming 2022 AEP season, and we have the tools here for your success! We offer the best back-office support in the industry, personalized lead and marketing plans, and a nation agent trainer to help guide you through the certification madness. Give us a call today to set up a 2022 pre-certification call to ensure you are done before your competition!

Need Medicare leads? Learn about our Per-Piece Lead Program

For more information, contact a Pinnacle representative today at 1 (800)-772-6881 x7731 or email sales@pfsinsurance.com.  

For more information, contact a Pinnacle Financial Services representative today

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Best FMO for Medicare Agents

Best FMO for Medicare Agents

by | Jun 8, 2021 | Blog | 0 comments

Best FMO for Medicare Agents
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The Medicare market has grown by leaps and bounds over the past several years. Independent insurance agents have plenty of options when searching for the Best Medicare FMO for Medicare agents to help them grow their Medicare business.

FMO Promises:

In the sea of Medicare agencies, agents will have plenty of options with claims such as, “The Best Medicare FMO”, or “Best IMO” you can find, when doing their due diligence.

But what does it take to truly be considered “The Best FMO”?

Here at Pinnacle Financial Services, we strive every day to be just that, the best, for our agent partners. And for us, service is job one.

In our company’s long history of working in the Medicare market, we know that as an independent agent having a support structure in place is crucial to growing their business.

And we are not done there.

Medicare FMO Value Proposition:

We provide at no charge all the tools and technology you will ever need.

  • MedicareQuoting
  • Quoting App for Phone or Tablet
  • Access to Connect4Medicare(the top Medicare quoting, comparison, and enrollment tool)
  • Online Contracting
  • Free LeadProgram Option
  • Top Medicare Commissions
  • Ongoing Training (both in-person and remote)
  • Free CE credit Option
  • CRM System

Next Steps for Medicare Agents:

So, whether you are new to selling Medicare plans or have a long history we want to help you grow your business. Our experienced support staff is ready to answer all your questions.

Call us today to find out more about how Pinnacle Financial Services can be the best Medicare FMO for you.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

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Effective Sales Presentations

Effective Sales Presentations

by | Jun 7, 2021 | Blog | 0 comments

Effective Sales Presentations
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What separates top sales representatives from their average low-performing peers? Great sales presentations! There are nine secrets of a highly effective sales presentation, that we’ll explore in detail.

The nine things that great salespeople do to separate themselves from average to underperforming associates are as follows:

  1. They set the rhythm for the presentation, by getting prospects to mirror them.
  2. Dictate the agenda of what’s discussed and when.
  3. Use powerful language that prospects associate with success and authority.
  4. Listen more and talk less.
  5. Have natural conversations with plenty of back and forth.
  6. Address the competition early.
  7. Sell in teams.
  8. Talk about value, not technical issues.
  9. Focus on demos.

By adding each of these elements to your sales presentations, watch as your sales numbers rise!

What does this mean for sales teams? An upward trend in the entire team’s sales numbers is within reach.

The Data Matters

Every sales representative can replicate the nine elements of highly effective sales presentations and boost their sales numbers.

Every member on the sales team can function more like their top-performing peers when understanding exactly what to do during sales presentations.

The nine elements are easy to understand. With a bit of practice, anyone can master them.

Identify how you and your teams can improve by practicing these nine attributes. This will pay huge dividends in increasing the effectiveness of the members of your sales teams and thus increase your return on investment.

Contact the professionals at Pinnacle Financial Services to discuss these effective sale presentation strategies, as well as all of your senior financial service needs.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

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Senior Sales Director - Life, Annuity, & LTC

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GTL’s Hospital Indemnity Plans

GTL’s Hospital Indemnity Plans

by | Jun 4, 2021 | Blog | 0 comments

GTL’s Hospital Indemnity Plans
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GTL’s Hospital Indemnity Plans help fill some of the gaps of the co-payments, deductibles, and out-of-pocket expenses of your health insurance plan. Many of the Medicare Advantage plans only start to cover the cost after days 6, 7, or 10 in the hospital.  These plans help with the cost of the hospital stay.

How does a GTL Hospital Indemnity Plan work?

Hospital Indemnity plans pay you between $100 and $750 per day should you be confined into a hospital.  These plans restore after 60 days on no hospital confinement.  These plans pay directly to the client to be used for anything needed when in the hospital. 

How do I quote Hospital Indemnity plans?

Quoting Hospital Indemnity plans is easy with Pinnacle Financial Services.  We offer free mobile and desktop quoting for all agents.  It’s a great way to cross-sell with Medicare advantage products to make extra money, especially during AEP.  These policies pay out weekly to agents.

Reach out to a Pinnacle Financial Services team member today to get contracted and more information on GTL Hospital Indemnity plan.   We can be reached at 1-800-772-6881 x7731 or email healthsales@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

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Director of sales | Health

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June is Annuity Awareness Month

June is Annuity Awareness Month

by | Jun 4, 2021 | Blog | 0 comments

June is Annuity Awareness Month
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June is Annuity Awareness month which gives us a great opportunity to discuss Annuities with prospects and clients. Ask about our Annuity Awareness Month New Agent Incentive!

While Annuities are certainly not suitable for all our client’s assets, they can be an important part of many clients’ overall retirement planning.

All Annuities offered through Pinnacle Financial Services are Fixed or Fixed Indexed. None involve any risk – No Securities License is needed. Provide clients with Guarantees, protection from Market Volatility, and/or Lifetime Income.

Retirement Planning Today & the Need for Safety and Guaranteed Lifetime Income

Americans are living longer, and healthcare costs are rising. For the average 65-year-old, health care costs will be approx. $280,000 over their retirement, further necessitating the need for safety and lifetime income.  See Social Security site – “Retirement & Survivors Benefits: Life Expectancy Calculator”

Most Americans do not have access to Pension Plans that will provide guaranteed income. For many, Social Security will not provide enough income. These people will need to supplement their retirement income with savings –

An Annuity could be the Solution

  • Other current investment options cannot provide the amount of guaranteed lifetime income as the annuity. 

Annuity Quoting Tool – Annuity Rate watch

Every agent contracted at PFS will have access to www.annuityratewatch.com for free. This software will allow you to quote nearly every fixed and fixed indexed annuity out there. Quote MYGAs, FIAs, and even Lifetime Income rider comparisons. Click here for a tutorial

Need Help Finding New Clients?

  • Pre-set appointments for Life & Annuity Sales
  • Lead Programs with Guaranteed Results, CRM, Ongoing Training & Coaching
  • Exclusive Per-Piece Leads and Direct Mail Campaigns
  • Turnkey Seminar/Webinar Selling Systems
  • Detailed client presentation tools and reporting geared for converting prospects into clients!

Marketing / Lead Co-op Available!

(Co-ops are on an individual basis and based on production)

Are you new to Annuity Sales?

If you are just getting started with Annuities or are just learning about them, click here for more info. Training is provided on products, fact-finding, selling concepts, etc.

New to Pinnacle?

We would love the opportunity to earn your business! Click here for contracting Info

For more information, contact a Pinnacle Financial Services representative today

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