Webinar | Wellabe HIP- GI up to Age 79!

Webinar | Wellabe HIP- GI up to Age 79!

Wellabe HIP- GI up to Age 79!

Hospital Indemnity insurance can provide peace of mind for your clients in their time of need. HIP complements their existing health insurance by giving them cash to help with the costs their plan doesn’t cover (or even pay their bills!). Benefit highlights include:
– GI from 60-79!
– Observation stays covered
– 7 comprehensive riders to build out the policy
– Household discount available if there’s another adult living in the house
…and more!

Webinar | Wellabe HIP- GI up to Age 79!

Webinar | Mutual of Omaha Dental Plans

Mutual of Omaha Dental Plans

Join us and Mutual of Omaha Sales Director Sandy Pitre for an in-depth conversation about MOO stand-alone dental plans. Topics to be discussed:
– Who is Mutual of Omaha
– Benefit and plan details
– Electronic application process
– Personalized shopping link
…and more!
North American | New California premanent life insurance training requirement

North American | New California premanent life insurance training requirement

North American | New California premanent life insurance training requirement
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Beginning January 1, 2025, California Senate Bill 263 (SB 263) requires that resident and nonresident life agents must complete a one-time, four (4) hour training course before soliciting individual consumers to sell non-term life insurance in California.

Licensees who became licensed in 2024 and after are required to take the new one-time training. The training must be completed by January 1, 2025. Agents licensed before 2024 are also required to complete the training but will not be required to do so until the next time they renew their California license.

Please note that SB 263 imposes additional training requirements for agents that sell variable life insurance. Consult with your broker-dealer for additional information.

New Business and Policy Change Guidelines

Please note the following details regarding how this training requirement will impact your new non-term life insurance business.

  • Applications dated January 1, 2025, and after will be impacted by this new training requirement.
  • If an application is taken and the training has not been completed, the application will not be processed. It will be closed by New Business/Policy Change once this determination is made. A new application and all supplemental forms that are dated after the training has been completed will be required.

Due to the above guidelines, it is very important that this training be completed before soliciting any non-term business in 2025.

Our company accepts training through several vendors—please provide a copy of your completion certificate to Agency Services for review. For support on locating vendors please contact the California Department of Insurance or visit the California Department of Insurance website at https://www.insurance.ca.gov/.

For questions about this requirement, please contact Agency Services by phone or email:

  • Email: NAContracting@sfgmembers.com
  • Phone: 866-322-7068
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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Unlocking Extra Earnings: Exclusive Opportunity for Pinnacle Agents

Unlocking Extra Earnings: Exclusive Opportunity for Pinnacle Agents

Unlocking Extra Earnings: Exclusive Opportunity for Pinnacle Agents
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By Serena Tippett, Regional Vice President at Pinnacle Financial Services

The fast-paced Annual Enrollment Period (AEP) is behind us, offering agents at Pinnacle Financial Services the opportunity to pause, reflect, and prepare for the Open Enrollment Period (OEP). At Pinnacle, we understand that success thrives on year-round opportunities. That’s why I’m thrilled to discuss an exclusive product designed to boost your earnings: Signify Health.

Introducing Signify Health

In today’s ever-changing market, diversifying your portfolio isn’t just smart—it’s essential. Signify Health is a unique program available exclusively to Pinnacle agents, providing in-home health evaluations for your clients. These evaluations ensure clients are staying healthy at home by checking vital signs, reviewing medications, and identifying safety risks. Best of all, you’ll earn an additional $50 for every completed visit you schedule.

Why Choose Signify?

Signify Health is more than an income opportunity—it’s a chance to elevate the level of service you provide to your clients. By incorporating Signify into your workflow, you can seamlessly integrate value-added health services that enrich your client relationships.

Here’s why it works:

  • Effortless Integration: Scheduling in-home visits through Signify’s portal is quick and easy.
  • Enhanced Client Retention: Offering additional services like health checks strengthens your role as a trusted adviser.
  • Supplemental Income: With $50 per appointment, it’s a simple way to add to your earnings while improving client care.

Expanding your offerings with Signify Health helps bridge the gap between traditional policies and the personalized care clients appreciate. This proactive approach builds trust and sets you apart as a comprehensive resource for your clients.

How Signify Works

Getting started with Signify Health is simple:

  1. Collect your client’s basic information (name, date of birth, and Medicare Beneficiary Identifier).
  2. Enter the details into the Signify portal to confirm eligibility.
  3. Schedule an in-home or telehealth visit at your client’s convenience.

Each health assessment takes about 30 minutes and includes vital checks, medication reviews, and a discussion about the client’s health and home environment. Your clients may even receive additional perks, such as gift cards, for their participation—making this a win-win for everyone.

Year-Round Earning Potential

What makes Signify Health truly stand out is its flexibility. Unlike other programs tied to enrollment periods, Signify is available year-round. This means you can maintain client engagement and sustain your business momentum, even during quieter sales cycles.

By leveraging this program, you’ll not only bolster your income but also reinforce your role as a trusted partner in your clients’ health and well-being.

Take the Next Step

At Pinnacle, we’re committed to providing agents like you with tools to succeed. I encourage you to explore the opportunities Signify Health offers. Dive into our webinars for a complete walkthrough of the Signify portal, or reach out to me for personalized guidance.

Let’s redefine service excellence together. Incorporate Signify Health into your practice today and unlock your earning potential while delivering unparalleled value to your clients.

Watch the full video on this webinar here: View on Youtube

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

Regional Vice President

Contact a Pinnacle Representative if you have any questions.

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

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Care Partners | Important Update: Discontinuation of HRA Payment Program Effective February 1, 2025

Care Partners | Important Update: Discontinuation of HRA Payment Program Effective February 1, 2025

Care Partners | Important Update: Discontinuation of HRA Payment Program Effective February 1, 2025
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Thank you for your hard work and dedication throughout the 2025 Annual Enrollment Period (AEP). Your contributions were essential in our combined efforts to grow our respective businesses.

As you know, we continued to honor compensation for completing Health Risk Assessment (HRA) forms throughout 2024. We believe in and understand the value of the broker channel and made the decision to maintain the HRA payment throughout AEP so you and your teams could benefit. Now that AEP has concluded, we have made the decision to discontinue this program. This decision does not impact commission payments for new and renewing business. We will continue to stand with you and pay you for the value you bring to our company.

Effective February 1, 2025, Tufts Health Plan and CarePartners of Connecticut will no longer provide payment for completed HRA forms. We will, however, honor all HRA forms submitted to us by January 31, 2025, regardless of the member’s effective date.

Should you have any questions or need further clarification, please do not hesitate to reach out to our Medicare Broker Support team at medicarebrokersupport@point32health.org or call 833-984-2387. You can also contact your Broker Relationship Manager.

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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