Insurance 360

Navigating the End of AEP: Insights and Projections for Medicare Sales with Jeff Palo

Pinnacle Financial Services Season 2 Episode 19

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In this episode of Insurance 360, Bob and Rob discuss the tumultuous end of the Annual Enrollment Period (AEP) and its implications with special guest Jeff Palo, Vice President of Health Sales at Pinnacle Financial Services. They explore the recent disruptions and regulatory changes affecting Medicare agents, including CMS rulings, marketing compliance, and new SEP rules. The episode wraps up with insights on preparing for the upcoming Open Enrollment Period (OEP) and the importance of staying informed and compliant. Stay tuned for expert tips and strategies to navigate these changes seamlessly.

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