Agent Survival Guide Podcast
Business
Episodes
Tuesday Feb 20, 2024
Keys to Client Retention: Digital Communication
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
Carry your business into modern times by utilizing digital communications to the fullest. Learn how you can create quality interactions via email, phone, and social media.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
5 Basic Care Tips for Your Electronic Devices: https://link.chtbl.com/ASG484
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
Cybersecurity Best Practices for Insurance Agents: https://link.chtbl.com/ASG515
Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/
Do You Have What It Takes to Be a Great Insurance Agent? https://link.chtbl.com/ASG326
Empowering Agents Through Technology ft. Aaron Kassover: https://link.chtbl.com/ASG458
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG305
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
Social Media Marketing for Insurance Agents FREE eBook download: https://ritterim.com/social-media-ebook/
Why Being a Likeable Agent is Good for Your Business: https://link.chtbl.com/ASG433
References:
5 Reasons Why Multitasking Makes You Less Productive: https://www.yourdigitalresource.com/post/youre-less-productive-when-youre-multitasking
11 Free Email Hacks to Step Up Your Productivity: https://blog.hubspot.com/marketing/email-hacks-productivity
80 Customer Service Statistics: 8 Lessons to Fuel Growth in 2020 and Beyond: https://www.groovehq.com/customer-service-statistics
Behind the Sciences: How to Write A Professional Email Fast: https://www.yesware.com/blog/how-to-write-a-professional-email/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Share of those 65 and older who are tech users has grown in the past decade: https://www.pewresearch.org/short-reads/2022/01/13/share-of-those-65-and-older-who-are-tech-users-has-grown-in-the-past-decade/
Six Telephone Communication Skills Tips for Customer Service: https://www.skillsyouneed.com/rhubarb/customer-service-telephone-skills.html
The Science Behind Answering the Phone with a Smile: https://www.smiledog.io/smiling-on-phone/
Saturday Feb 17, 2024
Learning from Lost Medicare Insurance Sales
Saturday Feb 17, 2024
Saturday Feb 17, 2024
Find solutions to improve your sales tactics after lost insurance sales opportunities. We’ve got strategies and resources to help you get back up on your feet. Keep moving and improving your insurance business!
Read the text version
Register with Ritter here!
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
4 Steps to Selling Dental, Vision, and Hearing Insurance: https://link.chtbl.com/ASG323
7 Powerful Practices for Selling Prescription Drug Plans: https://link.chtbl.com/ASG309
Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522
Developing an Agency – Your Guide to Getting Started FREE eBook: https://ritterim.com/agency-guide/
Get Your Portfolio Review: https://ritterim.com/portfolio/
How Insurance FMOs Work FREE eBook: https://ritterim.com/how-insurance-fmos-work/
How to Streamline Your Insurance Sales Process: https://link.chtbl.com/ASG520
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Organization Tips and Trick for the Medicare Annual Enrollment Period: https://ritterim.com/blog/organization-tips-and-tricks-for-the-medicare-annual-enrollment-period/
Senior Speak: Talking to Medicare Clients Age 65 & Older: https://link.chtbl.com/ASG412
Should You Hire an Assistant for Your Insurance Business? https://link.chtbl.com/ASG336
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Definitive Guide to Getting Leads and Prospecting for Medicare Sales FREE eBook: https://ritterim.com/lead-generation-guide/
The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425
The Ritter Platform: https://ritterim.com/the-ritter-platform/
References:
26 Habits of Incredibly Successful Salespeople: https://blog.hubspot.com/sales/habits-to-become-a-more-effective-salesperson
Active Listening: https://www.mindtools.com/az4wxv7/active-listening
The Negative Effects of Elderspeak: https://www.nextavenue.org/negative-effects-elderspeak/
Monday Feb 12, 2024
4 Perks of Partnering with an FMO
Monday Feb 12, 2024
Monday Feb 12, 2024
Discover how joining a field marketing organization can boost your insurance business growth in 2024. Whether you're just starting out, or you've recently become independent, we've got resources to help!
Join Our FMO! Register with Ritter Insurance Marketing
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
5 Things About Working with Ritter Insurance Marketing: https://link.chtbl.com/ASGF20230512
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
How Insurance FMOs Work: https://link.chtbl.com/ASGT20240208
Meet the sales team here at Ritter: https://www.ritterim.com/meet-your-sales-team/
The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425
Why Should Agents Work with Ritter Insurance Marketing? https://link.chtbl.com/ASGWhyRitter
Tuesday Feb 06, 2024
Medicare Advantage Open Enrollment Do's and Don'ts
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
Stay on top of compliance this Medicare Advantage Open Enrollment period. Listen for best practices and what not to do during MA OEP.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
The Complete Guide on How to Sell Medicare Advantage Plans FREE eBook: https://www.ritterim.com/medicare-advantage-ebook/
Things to Think About Post-AEP: https://link.chtbl.com/ASG558
What Beneficiaries Value Most in Medicare Advantage Plans: https://link.chtbl.com/ASG555
References:
Limited Income and Resources: https://www.cms.gov/training-education/partner-outreach-resources/low-income-subsidy-lis
Medicare Managed Care Manual CH 2 – Medicare Advantage Enrollment and Disenrollment: https://www.cms.gov/files/document/cy-2024-ma-enrollment-and-disenrollment-guidance.pdf
Special Enrollment Periods: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods
When Does Medicare Coverage Start? https://www.medicare.gov/basics/get-started-with-medicare/sign-up/when-does-medicare-coverage-start
Saturday Feb 03, 2024
What You Need to Know About 1035 Exchanges
Saturday Feb 03, 2024
Saturday Feb 03, 2024
Taxes are normally a snooze fest, but the 1035 Exchange has us excited! Find out how this form can help your clients switch certain policies without penalty. Listen to learn more.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
4 Out-of-the-Box Long-Term Care Insurance Solutions: https://www.ritterim.com/blog/4-out-of-the-box-long-term-care-insurance-solutions/
4 Ways to Calculate Your Clients' Life Insurance Policy Needs: https://link.chtbl.com/ASG561
Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients: https://link.chtbl.com/ASG506
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Identifying Ideal Clients for LTCi: https://www.ritterim.com/blog/identifying-ideal-clients-for-ltci/
There’s More to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560
The Complete Guide on How to Sell Final Expense Insurance FREE eBook download: https://www.ritterim.com/final-expense-ebook/
What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums: https://link.chtbl.com/ASG568
References:
26 U.S. Code § 1035 – Certain exchange of insurance policies (Tax Code 1035): https://www.law.cornell.edu/uscode/text/26/1035
The Pension Protection Act of 2006 and How It Still Helps Retirement: https://www.investopedia.com/articles/retirement/06/ppa2006.asp
Monday Jan 29, 2024
Things to Think About Post-OEP
Monday Jan 29, 2024
Monday Jan 29, 2024
Get ahead of the game with these expert tips and strategies. With the close of the Affordable Care Act OEP, your work isn't quite done yet. Click play to learn more!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
8 Reasons Why Medicare Agents Should Sell ACA Plans: https://link.chtbl.com/ASG395
ACA Client Letter Template PDF: https://www.ritterim.com/documents/aca-client-letter-template.docx
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products FREE ebook: https://www.ritterim.com/selling-ancillary-with-medicare/Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
Knight School Cross-sell to Fill Coverage Gaps or Unmet Needs: https://www.ritterim.com/knight-school/expand-dominate/cross-sell/12/FAQs About Selling On-Exchange & Off-Exchange under-65 Plans: https://link.chtbl.com/ASG436
Four Ancillary Cross-Sales to Show Clients You Care: https://www.ritterim.com/blog/four-ancillary-cross-sales-to-show-clients-you-care/ Five Ways to Generate ACA Leads: https://www.ritterim.com/blog/five-ways-to-generate-aca-leads/
Free eBooks & Guides: https://www.ritterim.com/guides/
Guiding Your Clients from the Marketplace to Medicare: https://link.chtbl.com/ASG510
How Professional Organizations Make You a Better Agent: https://www.ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/
How to Cross-Sell Insurance: The Avisor Approach: https://link.chtbl.com/ASG409
How to Successfully Set SMART Goals: https://link.chtbl.com/ASG565
Knight School: https://www.ritterim.com/knight-school/
Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/
Social Media Marketing for Insurance Agents FREE eBook: https://www.ritterim.com/social-media-ebook/
The Best Books for Insurance Agents: https://www.ritterim.com/blog/the-best-books-for-insurance-agents/
The Complete Guide to Selling Affordable Care Act Insurance FREE eBook: https://www.ritterim.com/aca-ebook/
Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
References:
Health benefits & coverage: https://www.healthcare.gov/coverage/what-marketplace-plans-cover/Nextdoor App: https://nextdoor.com/
State Health Insurance Marketplace Types, 2024: https://www.kff.org/health-reform/state-indicator/state-health-insurance-marketplace-types
Status of State Medicaid Expansion Decisions Interactive Map: https://www.kff.org/medicaid/issue-brief/status-of-state-medicaid-expansion-decisions-interactive-map/ Qualifying health coverage: https://www.healthcare.gov/glossary/qualifying-health-coverage/
Thursday Jan 25, 2024
Stay Organized with the Busy ACA Agent's Sales Calendar
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Take full advantage of your success by using our ACA calendar. Find important dates, events, and space for you to fill in what you need to keep you and your business on track.
Read the text version
Download The Busy ACA Agent’s Sales Calendar
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Quarter One:
[02:06]
ACA 101: Selling Under-65 Health Insurance: https://www.ritterim.com/blog/aca-101-selling-under-65-health-insurance/
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
How to Successfully Set SMART Goals: https://link.chtbl.com/ASG565
Quarter Two:
[05:08]
5 Tips for Finding Supplemental Coverage for ACA Plans: https://www.ritterim.com/blog/5-tips-for-finding-supplemental-coverage-for-aca-plans/
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://www.ritterim.com/blog/how-to-help-clients-navigate-aca-marketplace-subsidies-taxes/
Quarter Three:
[08:14]
2024 ACA Exchange & FFM Certification Info: https://www.ritterim.com/blog/2024-aca-exchange-ffm-certification-info/
Contract & Get Appointed to Sell with Health Insurance Companies: https://www.ritterim.com/blog/contract-get-appointed-to-sell-with-health-insurance-companies/
FAQs About ACA Certification and Training: https://link.chtbl.com/ASGN20230918
OEP Ready-to-Sell Checklist PDF: https://www.ritterim.com/documents/oep-ready-to-sell-checklist.pdf
Ritter Summits: https://summits.ritterim.com/
Steps to Get Ready for OEP: Federal & State Exchanges: https://link.chtbl.com/ASG539
Quarter Four:
[10:19]
8 Reasons Why Medicare Agents Should Sell ACA Plans: https://link.chtbl.com/ASG395
Everything You Need to Know About the ACA OEP: https://link.chtbl.com/ASG545R
Guiding Your Clients from the Marketplace to Medicare: https://link.chtbl.com/ASG510
Simplify Marketplace Enrollments with HealthSherpa: https://www.ritterim.com/blog/simplify-marketplace-enrollments-with-healthsherpa/
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 Twitter, https://twitter.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/
General Resources:
Free eBooks & Guides: https://www.ritterim.com/guides/
Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/
Register with Ritter: https://app.ritterim.com/public/registration/
References:
HealthSherpa Privacy Notice: https://www.healthsherpa.com/privacy_notice
Mental health & substance abuse coverage: https://www.healthcare.gov/coverage/mental-health-substance-abuse-coverage/
Preventive care benefits for adults: https://www.healthcare.gov/preventive-care-adults/
Transgender health care: https://www.healthcare.gov/transgender-health-care/
Tuesday Jan 23, 2024
Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
Stay organized and on top of sales with Ritter's planner just for insurance agents selling Medicare! We walk through the year, highlighting what agents should focus on during each quarter.
Read text version
Download your Months of Medicare At a Glance planner NOW!
Test Drive the Tools Ritter Insurance Marketing Offers
Quarter One:
[03:23]
Every 'Second' Counts: Why Sell Cancer, Heart Attack and Stroke Insurance? https://www.ritterim.com/blog/every-second-counts-why-sell-cancer-heart-attack-and-stroke-insurance/
How to Follow up with Medicare Clients Compliantly: https://link.chtbl.com/ASG417
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/
The Complete Guide to Client Loyalty and Retention: https://www.ritterim.com/client-retention-guide/
The Top 5 Products to Sell During Medicare's Lock-In Period: https://link.chtbl.com/ASG513
Quarter Two:
[06:10]
AHIP Test Tips and Tricks for Medicare Certification: https://www.ritterim.com/blog/ahip-test-tips-and-tricks-for-medicare-certification/
Build Your Brand with Community Involvement: https://www.ritterim.com/blog/build-your-brand-with-community-involvement/
Carrier Pages: https://docs.ritterim.com/products/carriers/
Certification Center: https://docs.ritterim.com/products/certification/
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
FAQs About NABIP Medicare Certification: https://www.ritterim.com/blog/faqs-about-nabip-medicare-certification/
Sense Success with Dental, Vision, and Hearing Plans: https://www.ritterim.com/blog/sense-success-with-dental-vision-and-hearing-plans/
The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG409
The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/
What Is AHIP Certification and How Do I Get It? https://link.chtbl.com/ASG525
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://www.ritterim.com/blog/where-how-to-start-cross-selling-to-fill-insurance-coverage-gaps/
Quarter Three:
[09:43]
3 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEP: https://www.ritterim.com/blog/3-benefits-of-contracting-to-sell-medicare-advantage-plans-outside-of-aep/
Get a Portfolio Review from Ritter Insurance Marketing: https://www.ritterim.com/portfolio/?utm_source=asg_podcast_link
Quarter Four:
[12:26]
ACA 101: Selling Under-65 Health Insurance: https://www.ritterim.com/blog/aca-101-selling-under-65-health-insurance/
ACA Basics Knight School Training: https://www.ritterim.com/knight-school/solid-foundation/aca-basics/1/
Everything You Need to Know About the ACA OEP: https://link.chtbl.com/ASG545R
Five Reasons Clients Switch Medicare Plans During AEP: https://link.chtbl.com/ASG471R
The Complete Guide to Selling Affordable Care Act Insurance Plans: https://www.ritterim.com/aca-ebook/
Things to Think About Post-AEP: https://www.ritterim.com/blog/things-to-think-about-post-aep/
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 Twitter, https://twitter.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/
General Resources:
Do's and Don'ts of Medicare Compliance: https://link.chtbl.com/ASG542
Meet Your Sales Team at Ritter: https://www.ritterim.com/meet-your-sales-team/
Shop & Enroll: https://www.ritterim.com/shop-and-enroll/
Ritter Registration: https://app.ritterim.com/public/registration/
The Ritter Blog: https://www.ritterim.com/blog/
The Ritter Platform: https://www.ritterim.com/the-ritter-platform/
References:
10 Volunteering Opportunities in Your Community: https://www.dosomething.org/us/articles/volunteering-opportunities-in-your-community
40 Volunteer Statistics That Will Blow Your Mind: https://volunteerhub.com/blog/40-volunteer-statistics
2023 Heart Disease and Stroke Statistics Update Fact Sheet: https://professional.heart.org/-/media/PHD-Files-2/Science-News/2/2023-Heart-and-Stroke-Stat-Update/2023-Statistics-At-A-Glance-final_1_17_23.pdf
American Heart Association: https://www.heart.org/
Dual Eligible Special Needs Plans (D-SNPs): https://www.cms.gov/medicare/enrollment-renewal/special-needs-plans/dual-eligible
Surprising Statistics about Strategic Planning: https://fundingforgood.org/statistics-about-strategic-planning/
Monday Jan 15, 2024
How to Get Started in Medicare Sales
Monday Jan 15, 2024
Monday Jan 15, 2024
If you're looking for a 101 on Medicare sales, you found it! From training and certifications to carriers and FMOs, this episode has what you need to know to start your sales journey.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
In this episode:
AHIP training overview [03:37]
Portfolio review [08:49]
Carrier contracting [10:28]
Product certification [11:26]
Follow ups & retention [13:10]
Agent website [15:04]
Shop & Enroll [16:40]
The Ritter Platform [19:11]
Medicare enrollment periods [25:18]
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 Twitter, https://twitter.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/
Resources:
5 Reasons Clients Switch Medicare Plans During AEP: https://link.chtbl.com/ASG471R
2024 Medicare Advantage & Part D Certification Info: https://link.chtbl.com/ASGN20230711
Getting Started Selling Medicare Supplements: https://link.chtbl.com/ASG497
Marketing & Incentives: https://www.ritterim.com/marketing-incentives/
Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG501
Ritter Agent Training Opportunities: https://www.ritterim.com/documents/prospectus/ritter-agent-training-opportunities-prospectus.pdf
Ritter Docs – Certifications: https://docs.ritterim.com/products/certification/Shop & Enroll: https://www.ritterim.com/shop-and-enroll/
The Beginner’s Guide to D-SNPs: https://link.chtbl.com/ASG388
The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425
The Ritter Platform: https://www.ritterim.com/the-ritter-platform/
What Does 'Ready-to-Sell' Mean for Medicare Agents? https://link.chtbl.com/ASG529
What Is AHIP Certification and How Do I Get It? https://link.chtbl.com/ASG525
Why People Are Choosing Part C Over Original Medicare: https://www.ritterim.com/blog/why-people-are-choosing-part-c-over-original-medicare/
References:
Disability & Medicare eligibility and enrollment – What you need to know in 2023: https://www.uhc.com/news-articles/medicare-articles/help-i-have-a-disability-and-i-want-to-enroll-in-medicare
Fact Sheet Medicare Medical Savings Accounts (MSAs) Plans: https://www.cms.gov/Medicare/Health-Plans/MSA/downloads/MSAFactSheet-3-13-08.pdf
How to avoid paying Medicare late enrollment penalties: https://www.uhc.com/news-articles/medicare-articles/try-to-avoid-medicare-late-enrollment-premium-penalties
Internet/Broadband Fact Sheet: https://www.pewresearch.org/internet/fact-sheet/internet-broadband/
Medicare Advantage Special Enrollment Periods: https://www.ncoa.org/article/medicare-advantage-special-enrollment-periods
Medicare Advantage Special Enrollment and Disenrollment Rules: https://www.ncoa.org/article/medicare-advantage-enrollment-and-disenrollment-rules
Medicare Advantage Enrollment and Disenrollment: https://www.cms.gov/files/document/cy-2024-ma-enrollment-and-disenrollment-guidance.pdf
Medicare + Fraud, Waste, and Abuse (MFWA) Online Course: https://www.ahipmedicaretraining.com/page/login
Thursday Jan 11, 2024
Thursday Jan 11, 2024
We’ve got five solutions that can help your clients under financial stress with their permanent life insurance premiums. Listen to find out what those solutions are!
Read the text version
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
4 Ways to Calculate Your Clients’ Life Insurance Needs: https://link.chtbl.com/ASG561 Final Expense Insurance: How Much Can Clients Expect It to Cover? https://link.chtbl.com/ASG519
How to Get Health and Life Insurance Continuing Education Credits as an Agent: https://link.chtbl.com/ASG498
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Life Insurance Myths Your Clients May Believe: https://link.chtbl.com/ASG362
The Complete Guide on How to Sell Final Expense Insurance FREE eBook download: https://www.ritterim.com/final-expense-ebook/
When to Recommend Life Insurance Based on Its Tax Advantages: https://www.ritterim.com/blog/when-to-recommend-life-insurance-based-on-its-tax-advantages/
References:
2017 Insurance Barometer LIMRA: https://theasagroup.com/wp-content/uploads/2017-Insurance-Barometer_FINAL.pdf
Creating an irrevocable burial trust: https://www.legalzoom.com/articles/creating-an-irrevocable-burial-trust
Lapse: Definition, How It Works With Insurance, and Consequences: https://www.investopedia.com/terms/l/lapse.asp
Majority of Americans feeling financially stressed and living paycheck to paycheck according to CNBC Your Money Survey: https://www.cnbc.com/2023/09/07/majority-of-americans-feeling-financially-stressed-and-living-paycheck-to-paycheck-according-to-cnbc-your-money-survey.html
In the US, high interest rates are forcing Americans to cut back: https://www.aljazeera.com/economy/2023/10/30/in-the-us-higher-interest-rates-are-forcing-people-to-cut-back
The Current Inflation Rate is 3.1%. Here’s Why It Matters: https://www.nerdwallet.com/article/investing/inflation
United States Inflation Rate: https://tradingeconomics.com/united-states/inflation-cpi
Tuesday Jan 09, 2024
How to Take on an Upset Client in the Insurance Industry
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024
We can’t change the previous negative experiences of our clients… that’s on their former agent. But what do you do when your client is understandably hesitant, frustrated, and has some preconceived notions about insurance agents? Learn how to show up and engage with them so their experience with you is a positive (and compliant) one.
Read the text version
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
Common Sales Mistakes You Might Be Making (And How to Fix Them!): https://link.chtbl.com/ASG483
Shop & Enroll: https://www.ritterim.com/shop-and-enroll/
Ritter Can Help You Stay In Touch with Your Clients: https://link.chtbl.com/ASG488
The Complete Guide to Client Loyalty and Retention eBook: https://www.ritterim.com/client-retention-guide/
Tips on Dealing with a Difficult Client: https://link.chtbl.com/ASG381
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG358
References:
Americans Confused By Basic Health Insurance Terms But Happy With Their Plans: https://www.forbes.com/advisor/health-insurance/confused-by-health-insurance-terms/
Do Customers Trust Their Agents? https://www.insurancethoughtleadership.com/agent-broker/do-consumers-trust-their-agents
How Fine Print Ruins Customer Experience: https://www.insurancethoughtleadership.com/customer-experience/how-fine-print-ruins-customer-experience
Saturday Jan 06, 2024
4 Ways to Keep Your Medicare Business Warm This Winter
Saturday Jan 06, 2024
Saturday Jan 06, 2024
Wondering how to keep your business burning bright outside of AEP? We’ve got sales strategies, products to add to your portfolio, and a lot more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
4 Ways to Calculate Your Client's Life Insurance Needs: https://link.chtbl.com/ASG561
Building Client Loyalty: More than Just a Plan: https://link.chtbl.com/ASG496
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
Getting Started Selling Medicare Supplements: https://link.chtbl.com/ASG497
Marketing & Incentives: https://www.ritterim.com/marketing-incentives/
Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG501
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540
Secure a Bigger, Better Business with Ancillary Products: https://link.chtbl.com/ASG313
References:
2012 Facts From LIMRA: https://www.scribd.com/document/191507513/2012-Facts-From-LIMRA
Beyond martech: building trust with consumers and engaging where sentiment is high: https://www.nielsen.com/insights/2021/beyond-martech-building-trust-with-consumers-and-engaging-where-sentiment-is-high/
Monday Jan 01, 2024
How to Successfully Set SMART Goals
Monday Jan 01, 2024
Monday Jan 01, 2024
Looking to make 2024 another successful year? Set believable and achievable goals using the SMART goals method. We’ve got the breakdown and more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
3 Tips on How to Improve Adaptability in the Workplace: https://link.chtbl.com/ASG546
7 Ways to Overcome the Fear of Rejection: https://link.chtbl.com/ASG547
How to Survive AEP: Wellness Tips for Insurance Agents: https://link.chtbl.com/ASG553
Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
What is AHIP Certification and How Do I Get It? https://link.chtbl.com/ASG525
Why Taking it Slow is Good for Business: https://link.chtbl.com/ASG420
References:
Three Reasons Unrealistic Goals Create a Culture of Failure: https://www.huffpost.com/entry/how-to-set-goals_b_1975286?guccounter=1
What are SMART Goals? https://corporatefinanceinstitute.com/resources/management/smart-goal/
Tuesday Dec 26, 2023
How Slowing Down Can Speed Up Innovation
Tuesday Dec 26, 2023
Tuesday Dec 26, 2023
Discover how slowing down to re-energize and refocus can help creativity and innovation.
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
3 Tips on How to Improve Adaptability in the Workplace: https://link.chtbl.com/ASG546
7 Ways to Overcome the Fear of Rejection: https://link.chtbl.com/ASG547
Agent Apps | Get Focused with These Apps: https://link.chtbl.com/ASGA20
Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Agent Apps | Mental Health & Mindfulness Apps: https://link.chtbl.com/ASGA20231018
Things to Think About Post-AEP: https://link.chtbl.com/ASG558
Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
Ways to Boost Morale in the Workplace: https://link.chtbl.com/ASG556
References:
How Nature Can Make You Kinder, Happier, and More Creative: https://greatergood.berkeley.edu/article/item/how_nature_makes_you_kinder_happier_more_creative
How nature nurtures: Amygdala activity decreases as the result of a one-hour walk in nature: https://www.nature.com/articles/s41380-022-01720-6
How to achieve more by doing less: https://www.uwlax.edu/currents/how-to-achieve-more-by-doing-less/
‘Physical activity is like Miracle-Gro’: Simple steps to boost your brain as you age: https://www.irishexaminer.com/lifestyle/healthandwellbeing/arid-40251431.html
Psychology Today - Burnout: https://www.psychologytoday.com/us/basics/burnout
Stimulating creativity via the exposure to other people’s ideas: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6870350/
The science behind creativity: https://apa.org/monitor/2022/04/cover-science-creativity
Saturday Dec 23, 2023
Why You Should Give Away Your Secret Sauce in 2024
Saturday Dec 23, 2023
Saturday Dec 23, 2023
Truth: Your clients won't know what makes you and your insurance business AWESOME if you keep it a secret. Find out how to get rid of the secret sauce mentality and lean into a new way of thinking.
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
3 Ways to Boost Morale in the Workplace: https://link.chtbl.com/ASG556 7 Ways to Overcome Fear of Rejection: https://link.chtbl.com/ASG547365 Days of Motivation: https://link.chtbl.com/ASGF20231110How Insurance FMOs Work: https://www.ritterim.com/how-insurance-fmos-work/ Modern Medicare Marketing for Today's Agents: https://www.ritterim.com/modern-marketing-guide/Things to Think About Post-AEP: https://link.chtbl.com/ASG558Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
References:
5 Reasons You Need to Give Away The Recipe For Your Secret Sauce: https://www.convinceandconvert.com/content-marketing/5-reasons-you-need-to-give-away-the-recipe-for-your-secret-sauce/Give Away Your Secret Sauce: https://www.lillianlink.com/resources/give-away-your-secret-sauceGiving away the secret sauce – why you should create free and valuable content for your customers: https://www.kyliefennell.com/giving-away-the-secret-sauce-why-you-should-create-free-and-valuable-content-for-your-customers/Why You Should Give Away The Secret Sauce: https://www.rdtcontentmarketing.com/why-you-should-give-away-the-secret-sauce/Why You Should Give Away Your 'Secret Sauce': https://www.forbes.com/sites/forbescommunicationscouncil/2018/02/06/why-you-should-give-away-your-secret-sauce/