Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow
Business
Episodes
15 hours ago
15 hours ago
Ready to close sales with confidence? Sharpen your sales skills with three more closing techniques for insurance agents.
Read the text version
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Effective Techniques for Closing Insurance Sales
4 Tips for Making a Better Insurance Sales Pitch
How Insurance Agents Can Avoid Isolation & Build Stronger Connections ft. Dawn Myers
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
Not affiliated with or endorsed by Medicare or any government agency.
2 days ago
2 days ago
In this episode of the Agent Survival Guide, we’ll walk through four effective strategies that you can use to help close an insurance sale. We’ll teach you which technique is most effective in certain scenarios and the traits you should strive for to make any close more successful.
Read the text version
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
10 Essential Tools for Beginner Insurance Agents
Getting Started Selling Medicare Supplements
Empower Your Prospects to Act Before Turning 65
Medicare Advantage Trial Rights Explained for Agents
References:
Abbott, Tom. “The Assumptive Close: A Powerful Tool for Increasing Sales.” SOCO Sales Training, 15 Apr. 2026, www.socoselling.com/the-assumptive-close/.
Copley Ph.D., Laura “How to (Re-)Build Trust in a Relationship.” PositivePsychology.Com, 8 Nov. 2025, positivepsychology.com/build-trust/.
“How to Be Confident.” Tony Robbins.com, www.tonyrobbins.com/building-confidence/how-to-be-confident. Accessed 27 Apr. 2026.
How to Understand Body Language and Facial Expressions, www.verywellmind.com/understand-body-language-and-facial-expressions-4147228. Accessed 27 Apr. 2026.
“Medicare vs. Medicare Advantage Open Enrollment.” Medicare vs. Medicare Advantage Open Enrollment, www.ncoa.org/article/whats-the-difference-between-medicares-open-enrollment-period-and-medicare-advantage-open-enrollment/. Accessed 27 Apr. 2026.
“Researcher Investigates How Our Snap Judgments Affect Society.” FABBS, 25 Jan. 2024, fabbs.org/news/2023/09/researcher-investigates-how-our-snap-judgments-affect-society/.
“What Is the Puppy Dog Close?” HubSpot Blog, blog.hubspot.com/sales/puppy-dog-close. Accessed 27 Apr. 2026.
Follow Us on Social!
Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube
Sarah on LinkedIn, Instagram, Threads, and Bluesky
Not affiliated with or endorsed by Medicare or any government agency.
Monday May 11, 2026
Monday May 11, 2026
Not sure how to scale your business sustainably? We walk through specific equations agents and agencies can use (and tweak!) depending on how you'd like to grow.
Read the text version
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
3 Easy Ways to Build Your Insurance Sales Territory
4 Ancillary Cross-Sales to Show Clients You Care
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products
Ask Integrity
Developing an Agency - Your Guide to Getting Started
Best Practices for Training Downline Agents
The Complete Guide on How to Sell Final Expense Insurance
The Complete Guide to Selling Critical Illness Plans
Diversify Your Insurance Portfolio & Reap Real Rewards
How Ask Integrity Can Streamline Your Medicare Sales Appointments
How Insurance Agents Can Set SMART Goals to Succeed
How to Recruit Agents to Your Downline
The Insurance Agent’s Guide to Understanding Hospital Indemnity
IntegrityCONNECT
PlanEnroll
Remote Sales Tips for Insurance Agents
Making Cross‑Selling Less Awkward for Insurance Agents ft. Demetri Simos and Dawn Myers
The Advisor Approach: Cross-Selling by Fact-Finding
References:
"65 Customer Retention Statistics You Need to Know in 2025." SEMrush.com, SEM Rush, https://www.semrush.com/blog/customer-retention-stats/, Accessed 13 Apr. 2026.
"Kellogg’s Cereal: How They Dominated the Breakfast Aisle" 42signals.com, 42 Signals, 16 Jun. 2025, https://www.42signals.com/blog/kelloggs-cereal-story-of-dominance/.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday May 06, 2026
Wednesday May 06, 2026
Strengthen your annuity sales strategy with these best practices. Hear takeaways for agents of all experience levels, plus how to download our fact-finder that can help you ask better questions.
Read the text version
Download the Fact-Finder PDF
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Cross-Selling Ancillary Insurance with Medicare Products eBook
Fixed vs. Indexed vs. Fixed Indexed Annuities: What's the Difference?
Insurance Agents Can Generate More Leads with a Referral Marketing Strategy
Life and Annuity Resource Center (LARC)
Social Media Marketing for Insurance Agents eBook
What Are Annuities?
References:
Gibson, Trey. "55 Open-Ended Sales Questions to Close More Deals in 2026." Spotio.com, Spotio, https://spotio.com/blog/open-ended-sales-questions/, Accessed 9 Apr. 2026.
"Do Insurance Brokers Have a Fiduciary Duty?" Mployer.com, Mployer, https://mployeradvisor.com/blog/do-insurance-brokers-have-a-fiduciary-duty, Accessed 9 Apr. 2026.
Kenton, Will. “Risk Assessment: Definition, Techniques, and Analysis Types Explained.” Investopedia.Com, Investopedia, 23 Nov. 2025, www.investopedia.com/terms/r/risk-assessment.asp.
Sheikh, Mahnoor. "Social media demographics to inform your 2026 strategy." sproutsocial.com, Sprout Social, 18 Feb. 2026, https://sproutsocial.com/insights/new-social-media-demographics/.
"Trends in Health Insurance Retention: Exploring Recent Data and Trends." insureuniversity.com, Insure University, https://www.insureuniversity.com/key-insights-from-latest-data-and-emerging-trends-health-insurance-retention/, Accessed 9 Apr. 2026.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
Not affiliated with or endorsed by Medicare or any government agency.
Tuesday May 05, 2026
Tuesday May 05, 2026
Does Facebook fit into your social media strategy? In this episode, we highlight best practices for insurance agents developing their online presence.
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Advertising Medicare Through Facebook
Agent Survival Guide Podcast Facebook Business Page
Instagram Basics for Insurance Agents
LinkedIn Basics for Insurance Agents
Social Media Marketing for Insurance Agents
References:
"Social Media Fact Sheet." pewresearchcenter.org, Pew Research Center, 20 Nov. 2025, https://www.pewresearch.org/internet/fact-sheet/social-media/.
"Top Websites Ranking - Most Visited Websites in March 2026." similarweb.com, Similar Web, 1 Apr. 2026, https://www.similarweb.com/top-websites/.
"Most Visited Websites in the World." SEMrush.com, SEMrush, https://www.semrush.com/trending-websites/global/all, Accessed 17 Apr. 2026.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
Not affiliated with or endorsed by Medicare or any government agency.
Monday May 04, 2026
Monday May 04, 2026
Find out why LinkedIn is a must-have for insurance agents! Learn more about networking on this platform, enhance your online presence, and hear tips and strategies for agents of all experience levels.
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Social Media Marketing for Insurance Agents
References:
“About Linkedin.” LinkedIn.com, LinkedIn, about.linkedin.com/. Accessed 6 Apr. 2026.
“Americans’ Social Media Use 2025.” Pewresearch.org, Pew Research Center, 20 Nov. 2025, https://www.pewresearch.org/internet/2025/11/20/americans-social-media-use-2025/.
“Social Media Fact Sheet.” Pewresearch.org, Pew Research Center, 20 Nov. 2025, www.pewresearch.org/internet/fact-sheet/social-media/.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Apr 29, 2026
Wednesday Apr 29, 2026
From FMO to IMO and MGA to GA, we’re unpacking what these acronyms mean and how insurance hierarchies work. Learn more about these organizations and where your insurance business falls on the spectrum!
Read the text version
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
3 Advantages of Being an Independent Insurance Agent
4 Reasons Why Ritter Insurance Marketing Should Be Your FMO Insurance Agency
Best Practices for Training Downline Agents
How Insurance FMOs Work
Learn More About Integrity Tools
What Are Insurance Hierarchies & How Do They Work?
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Not affiliated with or endorsed by Medicare or any government agency.
Monday Apr 27, 2026
Monday Apr 27, 2026
Broaden your reach by combining forces with a like-minded affinity partner! If you're looking to grow your insurance business, affinity marketing is a great strategy that won't break the bank.
Read the text version
Download The Insurance Agent’s Guide to Establishing Successful Affinity Partnership
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
How Insurance Agents Can Stay Compliant Without Slowing Down Sales
How Storytelling Helps Agents Quickly Connect with Clients ft. Don Connelly
Optimize Your Online Presence ft. Aaron Kassover
Your Guide to Forming an Insurance Agent Network
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Apr 22, 2026
Wednesday Apr 22, 2026
It’s time to sync up your calendar! What should insurance agents selling Medicare focus on during the 2nd quarter? Listen to this episode for our suggestions and info on how to get your own Medicare Sales Planner.
Read the text version
Download your copy of the Medicare Sales Planner!
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
AHIP Test Tips and Tricks for Medicare Certification
Carrier Pages
Certification Info
Community-Based Marketing for Insurance Agents
Dental, Vision, and Hearing Insurance Sales: How, Who, and Why
FAQs About NABIP Medicare Certification
The Advisor Approach: Cross-Selling by Fact-Finding
What Is AHIP Certification and How Do I Get It?
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Apr 22, 2026
Wednesday Apr 22, 2026
Streamline your second quarter tasks with a little help from your friends at Ritter Insurance Marketing and the Agent Survival Guide Podcast. Listen for the details and don’t forget to download the full calendar!
Read the text version
Download your copy of the Busy ACA Agent’s Sales Calendar!
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Should Medicare & ACA Clients Use Drug Discount Programs?
The Best Appointment Schedulers for Insurance Agents
The Complete Guide to Selling Affordable Care Act Insurance Plans
The State of the ACA Market in 2026
Why Marketplace Agents Should Connect With Young Adults Turning 26
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Apr 08, 2026
Wednesday Apr 08, 2026
Unlock the secret of cross-selling insurance without coming across as salesy, scared, or awkward! Demetri Simos (Vice President of GTL) and Dawn Myers (VP of Sales & Marketing Delaware Valley Brokerage Service) join the Agent Survival Guide to talk about cross-selling insurance products. Listen to learn strategies you can implement in your own insurance business!
Connect with Our Guests:
Dawn Myers on LinkedIn
Demetri Simos on LinkedIn
Resources:
🛞Adding Spokes to Your Wheel ft. Robert Rothschild
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
🗣️How Storytelling Helps Agents Quickly Connect with Clients ft. Don Connelly
🌐Optimize Your Online Presence ft. Aaron Kassover
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
💻Ritter Insurance Marketing Events & Webinars
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Apr 01, 2026
Wednesday Apr 01, 2026
Tired of juggling phone calls, planner pages, and double-booked appointments? It might be time to level up your scheduling strategy. Listen as we compare appointment schedulers that help agents save time, stay compliant, and make booking a little easier.
Read the text version
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
3 Insurance Business Tools You Absolutely Can’t Live Without
Best Practices for Writing an Email to Your Insurance Clients
eBooks & Guides for Insurance Agents
IntegrityCONNECT
PlanEnroll
What Are Agents Responsible for Under HIPAA?
Where It All Begins: Obtaining Permission to Contact for Medicare Sales
Appointment Schedulers:
Acuity
Google Workspace
Microsoft Bookings
OnceHub
SimplyBook.Me
References:
Lurie, Matt. “20 Integrable Scheduling Tools for Small Business Systems.” Ruby, https://www.ruby.com/blog/20-of-the-best-small-business-appointment-scheduling-tools-and-apps/, Accessed 24 Feb. 2026.
“Acuity Scheduling and HIPAA.” Help.acuityscheduling.com, Acuity Scheduling, https://help.acuityscheduling.com/hc/en-us/articles/16689567523597-Acuity-Scheduling-and-HIPAA. Accessed 24 Feb. 2026.
“AgencyBloc Agency Management System AMS+” agencybloc.com, Agency Bloc, https://www.agencybloc.com/agency-management-system/, Accessed 24 Feb. 2026.
“Google Workspace.” Workspace.google.com, Google Workspace, https://workspace.google.com/, Accessed 24 Feb. 2026.
“Health Insurance Portability and Accountability Act (HIPAA) & Health Information Technology for Economic and Clinical Health (HITECH) Act.” Learn.microsoft.com, Microsoft, https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech, Accessed 24 Feb. 2026.
“HIPAA Compliance with Google Workspace and Cloud Identity.” Support.google.com, Google, https://support.google.com/a/answer/3407054. Accessed 24 Feb. 2026.
“HIPAA for Professionals.” HHS.gov, Department of Health and Human Services, https://www.hhs.gov/hipaa/for-professionals/index.html, Accessed 24 Feb. 2026.
“Microsoft 365 for Business.” Microsoft.com, Microsoft, https://www.microsoft.com/en-us/microsoft-365/business/no-teams-plans-and-pricing, Accessed 24 Feb. 2026.
“ProducerMAX Online Scheduler.” Producermax.com, ProducerMAX, https://www.producermax.com/Online-Scheduler.html, Accessed 24 Feb. 2026.
“Radius Appointment Scheduler.” Help.radiusbob.com, Radius, https://help.radiusbob.com/en/articles/5448715-appointment-scheduler, Accessed 24 Feb. 2026.
“The Use of Technology and HIPAA Compliance.” Hipaajournal.com, The HIPAA Journal, 14 Jan. 2026, https://www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/.
“What Is a HIPAA Business Associate Agreement?” Hipaajournal.com, The HIPAA Journal, 5 Jan. 2026, https://www.hipaajournal.com/hipaa-business-associate-agreement/.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social
Not affiliated with or endorsed by Medicare or any government agency.
Monday Mar 30, 2026
Monday Mar 30, 2026
Learn about the value of Dual Eligible Special Needs Plans (D-SNPs) and how to get started selling!
Read the text version
Learn how you can get started selling D-SNPs by calling Ritter Insurance Marketing today at 800-769-1847.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
3 Easy Ways to Build Your Insurance Sales Territory
4 Characteristics of Agents Who Successfully Sell Special Needs Plans
4 Myths about Dual Eligible Special Needs Plans (D-SNPs)
Build Your Brand with Community Involvement
D-SNP Benefit Eligibility Client Letter
D-SNP Checklist
Help Medicare & Medicaid Clients Secure SNAP Benefits
How Medicare Helps Your Clients Stay Healthy
How to Check Medicare Extra Help Eligibility for Your Client
How Selling Insurance Helps Give Back
Midwest State D-SNP Disruption, Secure a Winning Strategy
Rules for Hosting a Compliant Medicare Educational Event
Should You Sell D-SNPs?
SNPs: the Secret to Surviving Lock-In
Stay Busy Outside of AEP With Special Enrollment Periods
References:
“CY 2024 Cost Plan Enrollment and Disenrollment Guidance.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/files/document/cy-2024-ma-enrollment-and-disenrollment-guidance.pdf, Accessed 27 Mar. 2026.
“MA Enrollment and Disenrollment Guidance Appendices and Exhibits.” CMS.Gov, Centers of Medicare & Medicaid Services, https://www.cms.gov/files/document/cy-2026-ma-appendices-and-exhibits.pdf,
“Medicare Managed Care Eligibility and Enrollment.” CMS.Gov, Centers of Medicare & Medicaid Services, www.cms.gov/medicare/enrollment-renewal/managed-care-eligibility-enrollment. Accessed 27 Mar. 2026.
“Medicare Advantage Communication Requirements.” https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 27 Mar. 2026.
“Part D Communication Requirements.” https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 27 Mar. 2026.
“Special Enrollment Periods.” Medicare.gov, Medicare, https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods. Accessed 27 Mar. 2026.
“Medicaid State Overviews.” Medicaid.gov, Medicaid, www.medicaid.gov/state-overviews. Accessed 27 Mar. 2026.
Follow Us on Social!
Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube
Sarah on LinkedIn, Instagram, and Threads
Not affiliated with or endorsed by Medicare or any government agency.
Monday Mar 23, 2026
Monday Mar 23, 2026
Preferred pharmacies can play a massive role in the affordability of a PDP or MAPD plan for your clients. Do you know what they are and how they can change the essential math for your clients?
Read the text version
Selling Medicare Part D
The Complete Guide on How to Sell Prescription Drug Plans
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
8 Powerful Practices for Selling Prescription Drug Plans
Building Client Loyalty: More than Just a Plan
References:
“Find an Aetna Medicare Network Pharmacy: Aetna Medicare.” Aetna, www.aetna.com/medicare/prescription-drugs/find-pharmacy.html#:~:text=Here%20are%20some%20of%20the,I%20request%20a%20prescription%20refill? Accessed 11 Feb. 2026.
Follow Us on Social!
Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube
Sarah on LinkedIn, Instagram, and Threads
Not affiliated with or endorsed by Medicare or any government agency.
Tuesday Mar 17, 2026
Tuesday Mar 17, 2026
The Agent Survival Guide is discussing crosswalking in the ACA marketplace and how it can be a big deal for your clients. If you don’t know what that means or the affects it can have on coverage, you won’t want to miss this episode.
Read the text version
The Complete Guide to Selling Affordable Care Act Insurance Plans
ACA 101: Selling Under-65 Health Insurance
Get Connected:
🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!
📧Connect with the Ritter Insurance Marketing Sales Team Near You!
💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Everything Agents Need to Know About Selling in State-Based Marketplaces
Everything You Need to Know About the ACA OEP
FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans
How to Assist Clients with Marketplace Household Income Estimations
Is the ACA Sticking Around Long Term?
References:
“§ 155.335 Annual Eligibility Redetermination.” Federal Register :: Request Access, www.ecfr.gov/current/title-45/subtitle-A/subchapter-B/part-155/subpart-D/section-155.335. Accessed 10 Feb. 2026.
Cohen, Robin A, et al. “Products - NHIS Early Release - Health Insurance - 2010.” Centers for Disease Control and Prevention, Centers for Disease Control and Prevention, 6 Nov. 2015, www.cdc.gov/nchs/data/nhis/earlyrelease/insur201106.htm.
“Low Cost Marketplace Health Care, Qualifying Income Levels.” HealthCare.Gov, www.healthcare.gov/lower-costs/. Accessed 10 Feb. 2026.
World Population Review. “Uninsured People by State 2026.” World Population Review, 9 Feb. 2026, worldpopulationreview.com/state-rankings/uninsured-people-by-state.
Follow Us on Social!
Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube
Sarah on LinkedIn, Instagram, Bluesky and Threads
Not affiliated with or endorsed by Medicare or any government agency.