Agent Survival Guide Podcast
Why Taking it Slow is Good for Business

Why Taking it Slow is Good for Business

April 9, 2020

 

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It’s not easy building your insurance business. But it’s also not a race! Listen to learn why taking it slow is a great strategy for insurance agents!

 

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Ritter’s Round Table

 

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Mentioned in this episode:

 

16 Stats That Prove You Should Put Your Clients First

Avoid Burnout Before You’re Already Burned Out

Do’s and Don’ts of Medicare Compliance

How To Prevent Burnout – 13 Signs You’re On The Edge

How to Recruit Insurance Agents to Your Downline

 

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4 Reasons Why Ritter Should Be Your FMO Insurance Agency

Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!

Starting Your Own Insurance Agency featuring Craig Ritter and Dave Dietz

What does it really take to create your own insurance agency? We sat down with Craig Ritter, President and Owner of Ritter Insurance Marketing, and Dave Dietz, Senior Vice President of Marketing at Ritter to pick their brains on the subject. These are just some of the questions they answer: When do I create an LLC? What qualities do I look for in downline agents? Should I follow the 80/20 rule? Listen now for the answers to these questions and more!

The Value of Staying in Touch With Clients

Why is client retention so important for insurance agents? How do you know where to start? We talk about the why and give you some practical tips to help you retain your Medicare clients.

 

The latest from Ritter’s Blog:

 

Guiding Your Agency Through COVID-19

The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. With business closures and travel restrictions, the potential to harm small businesses like insurance agencies is obvious and potentially devastating. But, with the right combination of planning and flexibility — and a dash of help from your friendly FMO — it doesn’t have to derail your agency’s productivity.

How to Successfully Set SMART Goals

Setting goals is great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

Ritter and Carrier Operations During the COVID-19 Pandemic

The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. A compilation of information from the carriers Ritter supports regarding their capacity to continue operations during the COVID-19 pandemic.

What Agents Can’t Say During Medicare Sales Appointments

The Centers for Medicare & Medicaid Services have some strict rules on what agents can and cannot say during Medicare sales appointments, but pulling them out of the dense Medicare Communications and Marketing Guidelines (MCMG) can be tough and time-consuming. Here are some examples to help simplify things!

More People Working Past Age 65: What It Means for Agents Selling Medicare Plans

For agents selling Medicare plans, the stereotypical prospect has been someone with graying hair, approaching the age of 65 or already past it, and retired. There have always been those who don’t fit this stereotype; however, lately, you’ve probably noticed more of them.

 

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The Value of Staying in Touch with Clients

The Value of Staying in Touch with Clients

April 7, 2020

 

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Why is client retention so important for insurance agents? How do you know where to start? We talk about the why and give you some practical tips to help you retain your Medicare clients.

 

Read the text version.

 

Mentioned in this episode:

 

8 Best Survey Tools: Create Awesome Surveys For Free!

How to Follow Up with Medicare Clients Compliantly

Humana’s 3-30-60-90 Guide

Register with Ritter

The Ritter Platform Launches 3 New Tools and Shared Client Records

Why Client Retention Should Be Your Top Priority

 

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April 3, 2020 | The Friday Five

The Friday Five for April 3, 2020: Some Good News; CARES Act stimulus checks; Mental Health Minute; Brothers Cuomo and Mom’s sauce; and Girl Scouts Cookie Care.

5 Tips for Creating Your Personal Brand

Branding yourself sets your insurance business apart from the competition. Check out our tips before you begin developing your personal brand.

Should You Hire an Assistant for Your Insurance Business?

You're the agent who can do it all! But sometimes, you need a little help. How do you know when you've reached that point? When is it time to hire help for your insurance business?

 

The latest from Ritter’s Blog:

 

Guiding Your Agency Through COVID-19

The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. With business closures and travel restrictions, the potential to harm small businesses like insurance agencies is obvious and potentially devastating. But, with the right combination of planning and flexibility — and a dash of help from your friendly FMO — it doesn’t have to derail your agency’s productivity.

How to Successfully Set SMART Goals

Setting goals is great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

Ritter and Carrier Operations During the COVID-19 Pandemic

The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. A compilation of information from the carriers Ritter supports regarding their capacity to continue operations during the COVID-19 pandemic.

 

Subscribe & Follow:

 

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Connect on social:

 

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Should You Hire an Assistant for Your Insurance Business?

Should You Hire an Assistant for Your Insurance Business?

March 26, 2020

 

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You're the agent who can do it all! But sometimes, you need a little help. How do you know when you've reached that point? When is it time to hire help for your insurance business?

 

Read the text version.

 

Register with Ritter

 

Mentioned in this episode:

 

5 Reasons You Should Hire an Intern – and 3 Reason You Shouldn’t

5 Things to Note Before Hiring an Assistant

Building Client Loyalty: More Than Just a Plan

Do You Need an Assistant, or Do You Just Have to Work Harder?

How to Hire a Virtual Assistant: An Entrepreneur’s Guide to Outsourcing & Hiring Virtual Staff

Learn More About Medicareful

Official Ritter Insurance Marketing Website

Ritter’s Medicare Quote Engine

Stress Relief Tips to Get You Through AEP

The Ritter Platform

 

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How to Market Yourself More Effectively

Not sure where to start when it comes to marketing yourself or your insurance business? Need to refresh your current marketing strategy? Listen to our marketing tips for insurance agents in this episode of our ASG Podcast.

 

March 20, 2020 | The Friday Five

The Friday Five for March 20, 2020: Federal COVID-19 response plan; Medicare telehealth expansion; the coronavirus and retail stores; kids and COVID-19; and what to do while quarantined

 

How to Add Technology to Your Insurance Business

Ready to bring technology into your business? Not sure where to start? Listening to this episode is a must if you've been thinking about adding technology to your insurance sales process.

Should Insurance Agents Have Their Own Website

To have a website, or to not have a website? Does my insurance business really need its own website? What would I use it for other than contact information? How do I get started? We answer all these questions and more in this must-listen episode of our Agent Survival Guide Podcast!

 

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Examining the Medicare Part B Premium

The standard monthly Part B premium cost for beneficiaries in 2020 is $144.60. Wouldn’t it be nice if your clients could get some of that money back? Good news, this is a possibility...(read more)

The Top 5 Products to Sell During Medicare's Lock-In Period

Which products should a Medicare sales agent sell outside of the Annual Enrollment Period to keep earning commissions? We’ve got the top five additional plan types that should be a part of an agent’s portfolio during the... (read more)

Why Go About Your Business in an Ethical, Compliant Fashion?

We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant... (read more)

 

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Should Insurance Agents Have Their Own Website?

Should Insurance Agents Have Their Own Website?

March 24, 2020

 

ASG_Podcast_Episode_Header_Should-Insurance-Agents-Have-Their-Own-Website_215.jpg

To have a website, or to not have a website? Does my insurance business really need its own website? What would I use it for other than contact information? How do I get started? We answer all these questions and more in this must-listen episode of our Agent Survival Guide Podcast!

 

Read the text version.

 

Register with Ritter

 

Have Questions? Contact The Ritter Team!

 

Mentioned in this episode:

 

10 Social Media Statistics You Need to Know in 2020

How to Better Market Yourself

Internet/Broadband Fact Sheet

Learn More About Medicareful

Social Media Marketing for Insurance Agents

The Ritter Platform Launches 3 New Tools & Shared Client Records

 

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March 20, 2020 | The Friday Five

The Friday Five for March 20, 2020: Federal COVID-19 response plan; Medicare telehealth expansion; the coronavirus and retail stores; kids and COVID-19; and what to do while quarantined

An Introduction to Social Media

Not sure where to start on social media? The Agent Survival Guide team has you covered! Learn more about why this tool is so essential to your insurance business marketing strategy.

How to Add Technology to Your Insurance Business

Ready to bring technology into your business? Not sure where to start? Listening to this episode is a must if you've been thinking about adding technology to your insurance sales process.

Insurance Agents & CMS Compliance

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Social Media Privacy Tips for Insurance Agents

Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!

What Is E&O Insurance and Do You Need It?

You've worked hard to create and grow your insurance business — but how do you protect your investment? Even insurance agents need protection. In this episode, we make the case for errors and omissions (E&O) insurance.

 

The latest from Ritter’s Blog:

 

Examining the Medicare Part B Premium Giveback

The standard monthly Part B premium cost for beneficiaries in 2020 is $144.60. Wouldn’t it be nice if your clients could get some of that money back? Good news, this is a possibility...(read more)

The Top 5 Products to Sell During Medicare's Lock-In Period

Which products should a Medicare sales agent sell outside of the Annual Enrollment Period to keep earning commissions? We’ve got the top five additional plan types that should be a part of an agent’s portfolio during the... (read more)

Why Go About Your Business in an Ethical, Compliant Fashion?

We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

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5 Life Insurance Myths Your Clients May Believe

5 Life Insurance Myths Your Clients May Believe

March 17, 2020

 

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Do your clients truly understand life insurance? We debunk five myths your clients may use as objections to purchasing a policy. Learn how to handle these objections and make the sale!

 

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Register with Ritter

 

Mentioned in this episode:

 

2019 Insurance Barometer Study: Nearly Half of Americans More Likely to Buy Simplified Underwritten Life Insurance

4 Steps to Every Final Expense Sale

4 Tips for Making a Better Insurance Sales Pitch

Consumer Expenditures in 2015

How to Make the Most of Life Insurance Awareness Month

Identifying Ideal Clients for Universal Life Products

Key Findings for the 2018 Insurance Barometer Study

Majority of Americans Still Unsure about Full Benefits of Permanent Life Insurance

When to Recommend Life Insurance Based on Its Tax Advantages

 

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4 Steps to Every Final Expense Sale

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5 Out-of-the-Box Ideas for Selling Final Expense Insurance

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FAQs About Working with Ritter Insurance Marketing
Have questions about partnering with Ritter Insurance Marketing? Not sure what a field marketing organization is, or how joining one can help your insurance business? Curious about lead programs, CE credits, and other opportunities FMOs like Ritter have to offer? We talk with our sales team to answer common questions about working with FMOs and more!

Final Expense Insurance Sales Opportunities You May Be Missing

There's more to final expense insurance than you may think — it's not just burial insurance! Learn about the different types of FE insurance available, sales strategies, types of cases, and more in this episode of the ASG Podcast!

How to Add Technology to Your Insurance Business

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Tips for Cross-Selling Medicare Products

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The Top 5 Products to Sell During Medicare's Lock-In Period

Which products should a Medicare sales agent sell outside of the Annual Enrollment Period to keep earning commissions? We’ve got the top five additional plan types that should be a part of an agent’s portfolio during the... (read more)

Why Go About Your Business in an Ethical, Compliant Fashion?

We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant... (read more)

The Agent Survival Guide Has a New Home

Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

 

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