Agent Testimonial: Long Term Growth with Pinnacle
Автор: Pinnacle Financial Services
Загружено: 2025-10-29
Просмотров: 59
Описание:
In this episode of Insurance 360 Testimonial Edition, Bob dives into a detailed discussion with Robert A. Robert shares insights from his expansive experience in the Medicare field, spanning multiple states. He provides practical advice on preparing for the Annual Enrollment Period (AEP), the importance of staying ahead of market changes, and leveraging technology and support from Pinnacle Financial Services. Learn about the benefits of networking events, the significance of a fact finder in client interactions, and best practices for offering complementary products such as hospital indemnity and life insurance. This episode is a must-watch for agents looking to optimize their service delivery and improve client retention during AEP.
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Pinnacle Financial Services is a national FMO specializing in the Senior Market. We keep our agents up-to-date on the latest insurance technology and resources. To learn more about us, visit our website at www.pfsinsurance.com/about.
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