Definitive Guidelines for the New Open Enrollment Period ǀ ASG108

Stay compliant during the new Medicare Advantage Open Enrollment Period. We outline everything you need to know ― including what you can and can’t do ― during this time frame! Read the text version.

Mentioned in this Episode:

CMS 2019 Medicare Communications and Marketing Guidelines
CY 2019 MA Enrollment and Disenrollment Guidance
Limited Income and Resources
Part A & B sign up periods
Ritter’s Sales Team
Special circumstances (Special Enrollment Periods)
Stay Busy Outside of AEP with Special Enrollment Periods
The Biggest Change in the 2019 Medicare Communications and Marketing Guidelines
Things to Think About Post-AEP ǀ ASG018
What's New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083

Related:

How Selling Insurance Helps Give Back
Keys to Client Retention: Digital Communication
Senior Speak: Talking to Medicare Clients Age 65 & Older

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What You Need to Know About 1035 Exchanges ǀ ASG107

What is a 1035 Exchange? How do they work? Does a 1035 Exchange make sense for my client? Find the answers to these questions and more in this episode of the Agent Survival Guide Podcast. Read the text version.

Mentioned in this Episode:

4 Out-of-the-Box Long-Term Care Insurance Solutions
Identifying Ideal Clients for LTCi
Life Insurance for Each of Life’s Stages ǀ ASG088
Pension Prevention Act of 2006 Becomes Law
Tax Code 1035

Related:

Keys to Client Retention: Digital Communication
Keys to Client Retention: Face-to-Face Communication
Senior Speak: Talking to Medicare Agents Age 65 & Older

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4 Steps to Every Final Expense Sale ǀ ASG106

Master your final expense sales pitch with these steps. We discuss how to help you bring up the subject of final expense with confidence and convert more prospects into clients. Read the text version.

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Ritter's Many Final Expense Carriers & Their "Sweet Spots"

2017 Life Happens Insurance Barometer Study
4 Reasons Why Ritter Should Be Your FMO Insurance Agency
Learn more about Final Expense with Ritter
National Funeral Directors Association Statistics
Ritter's Fact-Finder
The Advisor Approach: Cross-Selling by Fact-Finding
Tips for Cross-Selling Medicare Products

Related:

4 Steps to Finding the Perfect PDP for Your Client
Keys to Client Retention: Digital Communication
Senior Speak: Talking to Medicare Clients Age 65 & Older

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What an FMO Can Do For Your Business ǀ ASG105

Why work with an FMO? What is a Field Marketing Organization? If you've been on the fence about joining an FMO, this can't-miss episode is for you! Read the text version.

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Mentioned in this Episode:

Agent Survival Guide
Four Reasons Why Ritter Should Be Your FMO Insurance Agency
Medicareful
Ritter Insurance Marketing
Ritter’s Online Contracting

Related:

4 No-Good Reasons Why Insurance Agents Quit
Keys to Client Retention: Face to Face Communication
Ready to Join an FMO? 10 Things to Consider

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Identifying Ideal LTCi Clients ǀ ASG104

Get to know the characteristics of Long-Term Care insurance buyers. Use these tips to comb through your book of business and find potential sales you might be missing out on! Read the text version.

Learn more about LTC with Ritter

Mentioned in this Episode:

Caregiving in the U.S.
Long-Term Care Insurance Pre-Screen PDF
Long-Term Care Providers and Services Users in the United States: Data From the National Study of Long-Term Care Providers, 2013-2014
Mortality in the United States, 2015
Ritter's Carrier Pages
Understanding Long-Term Care Buyers

Related:

4 Out-of-the-Box Long-Term Care Insurance Solutions
Are You Offering Multiple LTC Insurance Options?
The Increasing Value of Combining Life & LTC

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