Guarantees Over Hope: A Smarter Way to Plan Retirement | Insurance 360 Ep. 38 episode artwork

EPISODE · Feb 12, 2026 · 34 MIN

Guarantees Over Hope: A Smarter Way to Plan Retirement | Insurance 360 Ep. 38

from Insurance 360 · host Pinnacle Financial Services

Send us Fan MailIn this episode of Insurance 360, Bob & Rob dive deep into the world of annuities, exploring the ins and outs of selling them throughout the year. Joined by guest expert Jake Quagliaroli, a Wealth Management Consultant from Saybrus, they discuss the fixed annuities market, address common misconceptions, and share valuable tips on how insurance agents can cross-sell annuities to their Medicare clients. Tune in to learn how to leverage existing client relationships, ask the right questions, and provide valuable retirement income solutions. Don't miss out on this insightful conversation aimed at helping insurance agents grow their business and better serve their clients.#insurance #pfs #pfsinsurance #insurancepodcast #podcast #insurance360 #medicare #fmotraining #insuranceagent #insurancebroker #independentagents #fmo #medicare #investing #marketing #learnandgrow #agenttraining #insuranceindustry #insurancenews #insuranceadvice #agentresources #pinnaclefinancialservice

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Send us Fan Mail In this episode of Insurance 360, Bob & Rob dive deep into the world of annuities, exploring the ins and outs of selling them throughout the year. Joined by guest expert Jake Quagliaroli, a Wealth Management Consultant from Saybrus, they discuss the fixed annuities market, address common misconceptions, and share valuable tips on how insurance agents can cross-sell annuities to their Medicare clients. Tune in to learn how to leverage existing client relationships, ask the...

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Guarantees Over Hope: A Smarter Way to Plan Retirement | Insurance 360 Ep. 38

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This episode was published on February 12, 2026.

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