Field Notes on Mail Communication Resources

Don’t miss the ASG Podcast cheat sheet on keeping in touch with client the old-fashioned way – through mail. 💌 We’ve got resources, tips, strategies, and more!
 
Read the text version
 
Mail Communication Resources:
Canva
Lead Concepts
Lunacy
Microsoft Designer
MOO
Office Depot
ReminderMedia
Staples
Vistaprint
 
Ritter Resources:
Agent Compliance Handbook
Field Notes on Digital Marketing Resources
Field Notes on Traditional Marketing Resources
How to Successfully Set SMART Goals
Interview: Relationship Marketing Strategies for Insurance Agents
Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
ShopRitterIM
The Ultimate Agent Resource List Pt. 1: Market Yourself
The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients
The Ultimate Agent Resource List Pt. 3: Staying Organized
Register with Ritter Insurance Marketing
REWIND: 8 Relationship Marketing Strategies for Insurance Agents
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions
 
References:
“Direct Mail Marketing Campaigns.” Lead Concepts, Lead Concepts, 1 May 2024, www.leadconcepts.com/direct-mail/.
“Free Design Tool: Presentations, Video, Social Media | CANVA.” Canva, Canva, www.canva.com/. Accessed 7 July 2025 “Have You Thought about Postcards?” Custom Online Business Printing & Design | MOO US, MOO, www.moo.com/us/. Accessed 7 July 2025.
“Lunacy – Free Design Software for WIN, Mac, Linux.” Lunacy – Free Design Software for Win, Mac, Linux, Lunacy, www.icons8.com/lunacy. Accessed 7 July 2025.
 “Medicare Marketing Guidelines.” CMS.Gov, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 7 July 2025.
“Microsoft Designer - Stunning Designs in a Flash.” Microsoft Designer - Stunning Designs in a Flash, Microsoft, www.designer.microsoft.com/. Accessed 7 July 2025.
“ReminderMedia Postcard Campaigs.” ReminderMedia.Com, ReminderMedia, 14 Aug. 2024, remindermedia.com/postcard/.
Plummer, Michael. “Council Post: Three Reasons Mailers Aren’t Dead in 2022.” Forbes, Forbes Magazine, 15 July 2022, www.forbes.com/sites/forbestechcouncil/2022/07/14/three-reasons-mailers-arent-dead-in-2022/.
 “Printing & Marketing Services.” Staples.Com, Staples, www.staples.com/services/printing/. Accessed 7 July 2025.
“Print & Copy Services: Office Depot.” Officedepot.com, Office Depot, www.officedepot.com/l/print-and-copy/print-services. Accessed 7 July 2025.
“VistaPrint.” VistaPrint Official Website: Online Printing Services, VistaPrint, www.vistaprint.com/. Accessed 7 July 2025.
 
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Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Field Notes on Partner Marketing Resources

Partnerships can be a powerful growth strategy for your business. Learn more about marketing your business through collaboration and community involvement.
 
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Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
5 Insurance Marketing Tips to Help Agents Stand Out from the Crowd
5 Things to Consider When Creating Your Personal Brand
Community-Based Marketing for Insurance Agents
Community Engagement & ACA Marketing Suggestions for Agents
How Relationship Marketing Can Make the Difference in Your Agency
Modern Medicare Marketing for Today's Agents
Operating From a People-First Mentality ft. Scott Zimmerman
Ready to partner with an FMO? Register with Ritter Insurance Marketing!
The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships
 
References:
“Affinity Marketing: The Art of Building Connections.” Mailchimp.Com, Intuit, mailchimp.com/resources/affinity-marketing/. Accessed 10 June 2025.
“Complementary Business Definition.” Lawinsider.Com, Law Insider, www.lawinsider.com/dictionary/complementary-business. Accessed 10 June 2025.
“Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-P).” CMS.Gov, CMS, 26 Nov. 2025, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription.
“Medicare Marketing Guidelines.” CMS.Gov, CMS, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 June 2025.
 
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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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

Field Notes on Digital Marketing Resources

Take your business into the modern world of digital marketing. We’ve compiled the ultimate guide to getting started, tips, resources, and more!
 
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Register with Ritter Insurance Marketing
 
Full-Service Digital Marketing Services:
$99 Social
ConciergeBee
Disruptive Advertising
Firebelly MarketingHubstaff Talent
Ignite Visibility
KlientBoostLinkedIn
Lyfe Marketing
ReminderMedia
SEO DiscoveryUpwork
 
Self-Service Digital Marketing Options:
Buffer
Constant Contact
GoDaddy
Google Ads
HostGator
HubSpot
MailChimp
Semrush
SEO Meta in 1 Click
Social Bee
Squarespace
Wix
 
Resources:
3 Insurance Business Tools You Absolutely Can’t Live Without
Ritter Insurance Marketing Agent Compliance Handbook
How to Market Yourself Online Webinar
Field Notes on Traditional Marketing
Integrity Tools
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
Introducing The Content Library for Health Insurance Agents
Modern Medicare Marketing for Today’s Agents FREE eBook Download
PlanEnroll
Ritter’s Content Library
Ritter Insurance Marketing Registration Form
Social Media Marketing for Insurance Agents FREE eBook Download  
The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients
 
References:
Kumar, Naveen. “167 Digital Marketing Statistics 2025 [Facts & Growth].” DemandSage, 4 Mar. 2025, https://www.demandsage.com/digital-marketing-statistics/.
“Digital Marketing: Everything You Need to Know to Get It Right.” HubSpot Blog, https://blog.hubspot.com/marketing/what-is-digital-marketing. Accessed 16 June 2025.
“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 16 June 2025.
Nguyen, Stephanie T. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 24 Jan. 2025, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business/ .
“Subpart V—Medicare Advantage Communication Requirements.” Code of Federal Regulations, eCFR.gov, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 16 June 2025.
“Writing Alt Text for Infographics: Quick Tips.” WCAG Audits, ADA Accessibility Audits & Section 508 Audits, Bureau of Internet Accessibility, 7 Nov. 2023, https://www.boia.org/blog/writing-alt-text-for-infographics-quick-tips.
 
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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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Field Notes on Traditional Marketing Resources

Learn how to promote your insurance business with traditional marketing strategies. We cover what agents should know: marketing materials, use cases, and where to find resources!
 
Partner Resources:
AllOver Media
Lead Concepts
LeadingResponse
ReminderMedia Branded Magazine Info
Ritter Agents working with ReminderMedia
 
Design Resources:
99Designs
Fiverr
Freelancer
Upwork
 
Print Resources:
4imprint
Carvertise
FASTSIGNS
Lead Concepts
MOO
Office Depot Printing Services
Printful
Staples Print & Marketing Services
Sticker Mule
Vistaprint
Wrapify
 
Ritter Resources:
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa
Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent
Integrity Official Site
Integrity Tools
LeadCENTER
MedicareCENTER
MedicareCENTER FAQs
PlanEnroll FAQs
Read The Ultimate Agent Resource List Part 1
Register with Ritter Insurance Marketing
ShopRitterIM
 
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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

What is the Health Insurance Marketplace?

In this episode of Agent Essentials, we’re covering the definition of the Health Insurance Marketplace!
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
The Complete Guide to Selling Affordable Care Act Insurance Plans
 
Resources:
FREE DOWNLOAD – The Complete Guide to Selling Affordable Care Act Insurance Plans: https://ritterim.com/aca-ebook/  
How Much Can Agents Make Selling Under-65 Insurance: https://lnk.to/TlGBGH
Meet Your Ritter Sales Team: https://ritterim.com/meet-your-sales-team/
Under-65 Health Products: https://ritterim.com/products/under-65/
 
State Based Marketplaces:
“Covered California: The Official Site of California’s Health Insurance Marketplace.” Covered California, https://www.coveredca.com/. Accessed 12 June 2025.
“Colorado’s Official Health Insurance Marketplace.” Connect for Health Colorado, 27 May 2025, https://connectforhealthco.com/. Accessed 12 June 2025.
Access Health CT, https://www.accesshealthct.com/. Accessed 12 June 2025.
“Welcome to DC Health Link | DC Health Link.” DC Health Link, https://www.dchealthlink.com/. Accessed 12 June 2025.
“Find Affordable Health Insurance in Georgia.” Georgia Access, 23 Jan. 2025, https://georgiaaccess.gov/. Accessed 12 June 2025.
“Your Health Idaho " Idaho’s Official Health Insurance Marketplace.” Your Health Idaho " Idaho’s Official Health Insurance Marketplace, 23 May 2025, https://www.yourhealthidaho.org/. Accessed 12 June 2025.
“A Healthier, Happier Kentucky Starts Here.” Kynect, https://kynect.ky.gov/healthcoverage/s/?language=en_US. Accessed 12 June 2025.
“Home.” Maryland Health Connection, 11 June 2025, https://www.marylandhealthconnection.gov/.
“Welcome to the Massachusetts Health Connector.” MA Health Connector, https://www.mahealthconnector.org/. Accessed 12 June 2025.
“A Plan That Fits. A Price That Works.” Home | CoverME.Gov, https://www.coverme.gov/. Accessed 12 June 2025.
“MNsure Home.” MNsure, https://www.mnsure.org/. Accessed 12 June 2025.
“Looking to Enroll in Health Insurance?” Nevada Health Link - Official Website, https://www.nevadahealthlink.com/. Accessed 12 June 2025.
“GetCoveredNJ.” WWW.nj.gov, https://nj.gov/getcoverednj/. Accessed 12 June 2025.
“BeWellnm - Your Health Insurance Marketplace in New Mexico.” BeWellnm, https://bewellnm.com/. Accessed 12 June 2025.
“NY State of Health, the Official Health Plan Marketplace.” Ny.gov, 2013, https://nystateofhealth.ny.gov/.
‌Home | Pennie. https://pennie.com/. Accessed 12 June 2025.
‌“Home.” HealthSource RI, https://healthsourceri.com/. Accessed 12 June 2025.
‌“VHC Landing Page.” Vermont.gov, 2020, https://portal.healthconnect.vermont.gov/VTHBELand/welcome.action. Accessed 12 June 2025.
‌“Home Page | Virginia’s Insurance Marketplace.” Www.marketplace.virginia.gov, https://www.marketplace.virginia.gov/. Accessed 12 June 2025.
‌“Home | Washington Healthplanfinder.” Wahealthplanfinder.org, 2018, https://www.wahealthplanfinder.org/. Accessed 12 June 2025.
‌“English (United States) Home.” Illinois.gov, 2020, https://getcovered.illinois.gov/.
‌
References:
“ACA Health Insurance Plans & Coverage: Aetna CVS Health.” Aetna CVS Health, https://www.aetnacvshealth.com/. Accessed 12 June 2025.
“Fast, Easy ACA Enrollment.” HealthSherpa, https://www.healthsherpa.com/agents/features. Accessed 12 June 2025.
“Individual & Family ACA Marketplace Plans | Individuals & Families | UnitedHealthcare.” UHC, UnitedHealthcare, https://www.uhc.com/individuals-families/aca-marketplace. Accessed 12 June 2025.
“The Marketplace in Your State.” HealthCare.Gov, https://www.healthcare.gov/marketplace-in-your-state/. Accessed 3 June 2025.
“State Health Insurance Marketplace Types.” KFF, 29 May 2025, https://www.kff.org/affordable-care-act/state-indicator/state-health-insurance-marketplace-types/.
“Welcome to the Health Insurance Marketplace®.” HealthCare.Gov, https://www.healthcare.gov/. Accessed 3 June 2025.
 
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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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo

Ever thought about incorporating your insurance business? Not sure if it’s the right move? In this episode, Sarah is joined by attorneys Frank Lavery and Justin Abodalo to learn more about business entities and how they’re structured. Frank focuses on the corporate law side, while Justin specializes in tax implications. Listen as theyir share their knowledge and weigh the pros and cons of each business structure option.
 
Find Frank Lavery Online:
LinkedIn: https://www.linkedin.com/in/frank-lavery-a05a57255/
McNees: https://www.mcneeslaw.com/people/frank-lavery/
 
Find Justin Abodalo Online:
LinkedIn: https://www.linkedin.com/in/justin-abodalo-463b3547/
McNees: https://www.mcneeslaw.com/people/justin-abodalo/
 
References:
Finnerty, Timothy, et al. “Closing Call for the Corporate Transparency Act: Fincen Removes Reporting Requirements for Domestic Business Entities.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 27 Mar. 2025, www.mcneeslaw.com/closing-call-corporate-transparency-act-fincen/.
Abodalo, Justin. “New Digital World, New Category of Form 1099.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 2 Oct. 2024, www.mcneeslaw.com/new-digital-world-form-1099/.
“Tax and Corporate Law Publications.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 30 Apr. 2025, www.mcneeslaw.com/practice/corporate-tax/.
 
Resources:
Building the Foundation for Success ft. Roy Snarr: https://lnk.to/snarr2025
Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025
Operating From a People-First Mentality ft. Scott Zimmerman: https://lnk.to/zimmerman2025
Register with Ritter Insurance Marketing
 
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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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

The Pros and Cons of Working with Regional and National Carriers

Is business growth on your 2025 goals list? Don't miss this episode! We outline features and drawbacks of the different carrier types to help you fill in portfolio gaps.
 
Read the text version
 
Request your Free Portfolio Review from the team at Ritter
 
Resources:
Adding Spokes to Your Wheel ft. Robert Rothschild: https://lnk.to/rothschild2025
Diversify Your Insurance Portfolio & Reap Real Rewards: https://lnk.to/asg651
Learn more about Integrity Tools: https://ritterim.com/integrity-tools/
Meet the Ritter Sales Team: https://ritterim.com/meet-your-sales-team/
Operating From a People-First Mentality ft. Scott Zimmerman: https://lnk.to/zimmerman2025
Portfolio Review Request: https://ritterim.com/portfolio/?utm_source=asg_podcast_link
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/?utm_source=asg_podcast_link
Ritter Insurance Marketing Carriers by State: https://ritterim.com/products/by-carrier/
Ritter Platform: https://app.ritterim.com/
Takeaways on Social Media Marketing in 2025: https://lnk.to/asgf20250523
 
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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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

2026 Maximum Broker Commissions for Medicare Advantage & Medicare Part D

This just in: CMS 2026 maximum broker commissions for Medicare Advantage and Medicare Part D. Listen to learn more about commission structure and the caps writing MA and PDP business in your market for the upcoming 2026 plan year.
 
Read the text version
 
Resources:
AHIP 2026 Certification Dates: https://lnk.to/asgf20250516
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
FAQs About NABIP Medicare Certification: https://ritterim.com/blog/faqs-about-nabip-medicare-certification/
How to Avoid Using Elderspeak: https://lnk.to/asgf20250530
Reach out to the team at Ritter Insurance Marketing: https://ritterim.com/meet-your-sales-team/ 
Reassuring Your Clients During Difficult Times: https://lnk.to/asg671
What is AHIP Certification and How Do I Get It? https://lnk.to/asg672
 
References:
“2026 Medicare Advantage and Part D Rate Announcement.” CMS.Gov, CMS, 7 Apr. 2025, www.cms.gov/newsroom/fact-sheets/2026-medicare-advantage-and-part-d-rate-announcement.
Agent Broker Compensation and Training and Testing Requirements CY2026: https://ritterim.com/documents/cms-memos/memo-agent-broker-compensation-and-training-and-testing-requirements-cy2026.pdf
 
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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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

FAQs About NABIP Medicare Certification

Join Sarah and Tina as they review frequently asked questions about NABIP Medicare Certification. Don’t miss out on resources to help you get ready-to-sell!
 
Read the text version
 
NABIP Official Website: https://www.nabiptraining.org/
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
4 Ways PlanEnroll Will Make This Your Best AEP Yet: https://lnk.to/cdV0H1
Making Your Own Luck ft. Michael Krantz: https://lnk.to/krantz2025
Survive AEP with Ritter Insurance Marketing: https://ritterim.com/aep/
The Survivor’s AEP Checklist: https://ritterim.com/blog/the-survivors-aep-checklist/ 
What is AHIP Certification and How Do I Get It? https://lnk.to/asg672
 
References:
“Approved Carriers for 2025.” NABIP.Org, https://www.nabiptraining.org/nabip/carriers. Accessed 5 June 2025.
“Corporate Partnership.” NABIP, https://nabip.org/membership/corporate-partnership. Accessed 5 June 2025.
“Course Credit Details.” NABIP.Org, https://www.nabiptraining.org/site/courseDetails/1777. Accessed 5 June 2025.
“Medicare + Fraud, Waste, and Abuse (MFWA) Online Course.” Ahipmedicaretraining.Com, https://www.ahipmedicaretraining.com/. Accessed 5 June 2025.
“Medicare, Medicare Advantage, and Compliance Requirements User Guide” NABIP.Org, https://nabip.org/media/8564/nabip-ma-user-guide.pdf . Accessed 5 June 2025.
“State Rules for Insurance Continuing Education.” NABIP.Org, https://www.nabiptraining.org/site/staterules. Accessed 5 June 2025.
 
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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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

AHIP Test Tips and Tricks for Medicare Certification

Certification season is here! Learn more about the AHIP test including how to prepare yourself, tips, tech hacks, and more. Listen before you begin your first attempt, you'll be glad you did!
 
Read the text version
 
Have questions about AHIP Certification? Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Contact Ritter Insurance Marketing: https://ritterim.com/contact/
How to Survive AEP: Wellness Tips for Insurance Agents: https://ritterim.com/blog/how-to-survive-aep-wellness-tips-for-insurance-agents/
Medicare Part D - Could Be Just What the Doctor Ordered: https://ritterim.com/blog/medicare-part-d-could-be-just-what-the-doctor-ordered/
What Does 'Ready-to-Sell' Mean for Medicare Agents? https://ritterim.com/blog/what-does-ready-to-sell-mean-for-medicare-agents/
What Is AHIP Certification and How Do I Get It? https://lnk.to/asg672
Why Insurance Agents Fail (& How Not To!): https://ritterim.com/blog/why-insurance-agents-fail-how-not-to/  
Why You Need to Make Time for Medicare Agent Training: https://ritterim.com/blog/why-you-need-to-make-time-for-medicare-training-and-where-to-find-great-resources/
 
References:
Oppido, Luigi. “How to Connect a Laptop to a Monitor.” wikiHow.Com, wikiHow, 20 Apr. 2025, www.wikihow.com/Connect-a-Laptop-to-a-Monitor.
“Positive Thinking: Stop Negative Self-Talk to Reduce Stress.” Mymlc.Com, Mosaic Life Care, www.mymlc.com/health-information/articles/p/positive-thinking-stop-negative-self-talk-to-reduce-stress/. Accessed 29 May 2025.
“The Impact of Stress on Our Health: How Can We Manage Stress in a Healthy Way?” Insightspsychology.Org, Insights Psychology, 28 Oct. 2024, insightspsychology.org/impact-of-stress-on-health-healthy-stress-management/.
 
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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

The Pros and Cons of Selling Insurance

Thinking about becoming an insurance agent? In this episode, we weigh the pros and cons of selling insurance, so you’ll have the information you need before you make that big decision!
 
Read the text version
 
Get Started by Registering with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
 
Learn More with These Resources:
2025 Maximum Broker Commissions for Medicare Advantage & Medicare Part D Update: https://lnk.to/dFX1s1
2025 State of the Senior Market Address: In Review: https://ritterim.com/blog/2025-state-of-the-senior-market-address-in-review/
5 Perks of Being a Part-Time Insurance Agent: https://lnk.to/YGJ3KX
Agent Survival Guide Podcast: https://lnk.to/asgpodcast
Building Client Loyalty: More than Just a Plan: https://ritterim.com/blog/building-client-loyalty-more-than-just-a-plan/ 
Contact the Ritter Sales Team: https://ritterim.com/contact/
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://ritterim.com/blog/four-reasons-why-ritter-should-be-your-fmo-insurance-agency/
Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent: https://lnk.to/3pKJsF  
How Insurance FMOs Work: https://ritterim.com/how-insurance-fmos-work/?utm_source=asg_podcast_link
How Much Can Agents Make Selling Under-65 Insurance? https://lnk.to/TlGBGH
How Much Can Insurance Agents Make Selling Medicare? https://ritterim.com/blog/how-much-can-insurance-agents-make-selling-medicare/
How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/ 
REWIND: 8 Relationship Marketing Strategies for Insurance Agents: https://lnk.to/9b3cTl
Ritter Insurance Marketing eBooks & Guides: https://ritterim.com/guides/
Ritter Insurance Marketing Events: https://ritterim.com/events/
The Advantages of Being a Field vs. Call Center Insurance Agent: https://ritterim.com/blog/the-advantages-of-being-a-field-vs-call-center-insurance-agent/ 
The Guide to Earning a Living Selling Health Insurance: https://ritterim.com/earning-a-living-selling-insurance/?utm_source=asg_podcast_link
Your Step-By-Step Guide to Getting Started in Insurance Sales: https://ritterim.com/free-guide/?utm_source=asg_podcast_link
 
References:
Cubanski, Juleette. “A Current Snapshot of the Medicare Part D Prescription Drug Benefit.” KFF.Org, KFF, 9 Oct. 2024, www.kff.org/medicare/issue-brief/a-current-snapshot-of-the-medicare-part-d-prescription-drug-benefit/.
“Marketplace 2025 Open Enrollment Period Report: National Snapshot.” CMS.Gov, Centers for Medicare & Medicaid Services, 17 Jan. 2025, www.cms.gov/newsroom/fact-sheets/marketplace-2025-open-enrollment-period-report-national-snapshot-2.
Rosanes, Mark. “Want to Build a Career Selling Insurance? Here Are the Pros and Cons.” Insurance Business America, Insurance Business, 22 Jan. 2024, www.insurancebusinessmag.com/us/guides/want-to-build-a-career-selling-insurance-here-are-the-pros-and-cons-473774.aspx.
 
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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

4 Steps to Selling Dental, Vision, and Hearing Insurance

Be sure your clients are aware of their dental, vision, and hearing coverage options. We outline 4 steps to help you educate clients and pitch products!
 
Read the text version
  
Resources:
3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656
4 Ancillary Cross-Sales to Show Clients You Care: https://lnk.to/asg670
4 Ways Insurance Agents Should Be Utilizing Ask Integrity: https://ritterim.com/blog/4-ways-insurance-agents-should-be-utilizing-ask-integrity/
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/
Building Client Loyalty: More than Just a Plan: https://ritterim.com/blog/building-client-loyalty-more-than-just-a-plan/
Operating From a People-First Mentality ft. Scott Zimmerman: https://lnk.to/zimmerman2025
Register with Ritter Insurance Marketing!
 
References:
“The Importance of Eye Care and Annual Exams – Tapestry 360 Health.” Tap360Health.Org, Tapestry 360 Health, https://tap360health.org/the-importance-of-eye-care-and-annual-exams/. Accessed 15 May 2025.
“Why Dental Care Is Important for Your Overall Health.” Hospital.Uillinois.Edu, UI Health - UIC - Mile Square Health Center, https://hospital.uillinois.edu/mile-square-health-center/patient-resources/blog-and-news/dental-health-is-important. Accessed 15 May 2025.
 
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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

The Difference Between Medicare & Medicaid: What That Means for Insurance Agents

 
Wondering what the difference between Medicare and Medicaid is? Learn all about it in this episode!
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655
2025 Maximum Broker Commissions for Medicare Advantage & Medicare Part D: https://ritterim.com/blog/2025-maximum-broker-commissions-for-medicare-advantage-and-medicare-part-d/
FREE DOWNLOAD – The Guide to Earning a Living Selling Health Insurance: https://ritterim.com/earning-a-living-selling-insurance/
How Much Can Agents Make Selling Under-65 Insurance? https://lnk.to/TlGBGH
Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025
Ritter Insurance Marketing: https://ritterim.com/ 
Start Working with Ritter Today!
 
References:
Alice Burns, Elizabeth Hinton. “10 Things to Know about Medicaid.” KFF, 10 Apr. 2025, https://www.kff.org/medicaid/issue-brief/10-things-to-know-about-medicaid/.
Nall, Rachel. “Am I Eligible for Medicare Part D?” Medicalnewstoday.com, Medical News Today, 21 Apr. 2020, https://www.medicalnewstoday.com/articles/am-i-eligible-for-medicare-part-d.
“Compare Original Medicare & Medicare Advantage.” Medicare.Gov, https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/your-coverage-options/compare-original-medicare-medicare-advantage. Accessed 15 May 2025.
(DCD), Digital Communications Division. “What’s the Difference between Medicare and Medicaid?” HHS.Gov, U.S. Department of Health and Human Services, 7 Dec. 2022, https://www.hhs.gov/answers/medicare-and-medicaid/what-is-the-difference-between-medicare-medicaid/index.html.
“Does Medicaid Cover Dental Care?” HHS.Gov, U.S. Department of Health and Human Services, 8 Dec. 2022, https://www.hhs.gov/answers/medicare-and-medicaid/does-medicaid-cover-dental-care/index.html.
“Medicare Adult Dental Benefits Coverage by State.” Chcs.org, Center for Health Care Strategies, Inc., Sept. 2019, https://www.chcs.org/media/Medicaid-Adult-Dental-Benefits-Overview-Appendix_091519.pdf
“What’s the Difference between Medicare Part a and Part B?” Healthline, 25 Feb. 2020, https://www.healthline.com/health/medicare/medicare-part-a-vs-b.
‌”Understanding Medicare Advantage Plans.” Medicare.gov, Feb. 2025, https://www.medicare.gov/publications/12026-understanding-medicare-advantage-plans.pdf
 
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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

Reassuring Your Clients During Difficult Times

How are your clients doing right now? Have you reached out? Have they? If you’re not sure what to say or where to start, we’ve got some easy-to-implement suggestions in this episode.
 
Resources:
3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656
4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655
5 Insurance Marketing Tips to Help Agents Stand Out in a Crowd: https://lnk.to/asgf20250321
Client Check-in Call Script: https://ritterim.com/documents/client-check-in-phone-script.docx
Client Check-in Email Template: https://ritterim.com/documents/client-check-in-email-template.docx 
How Plan Crosswalks Work in the ACA Marketplace: https://lnk.to/ASG664
Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025
Operating From a People-First Mentality ft. Scott Zimmerman: https://lnk.to/zimmerman2025
Start Working with Ritter Insurance Marketing
References:
“2025 Tech Trends and Adults 50-Plus.” AARP.Org, AARP, https://www.aarp.org/content/dam/aarp/research/topics/technology/internet-media-devices/2025-technology-trends-older-adults.doi.10.26419-2fres.00891.001.pdf. Accessed 7 May 2025.
 
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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Adding Spokes to Your Wheel ft. Robert Rothschild

No need to reinvent the wheel. Sometimes, you just need to add a spoke! Robert Rothschild joins Sarah to chat about his background and what keeps him striving for more.
 
Find Robert Rothschild Online:
LinkedIn: https://www.linkedin.com/in/robert-a-rothschild-mba-a89a2133/
 
Register with the FMO Robert Rothschild Calls Home - Ritter Insurance Marketing! 
 
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 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.