Agent Survival Guide Podcast
Business
Episodes
Wednesday Jun 12, 2024
Best Practices for Video Calls
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
Be your best on camera by taking your virtual meetings to the next level. We’ve got tips on lighting, cameras, virtual etiquette, and more!
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent’s Guide to Video Communication Resources: https://link.chtbl.com/ASG596
How Agents Can Use Stories to Sell Insurance: https://ritterim.com/blog/how-agents-can-use-stories-to-sell-insurance/
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
The Complete Guide to Client Loyalty and Retention FREE eBook Download: https://ritterim.com/client-retention-guide/
The Ultimate Agent Resource List Pt 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
References:
7 Tips For Making Webcam Videos Look Good (And Pants Are Optional) https://www.panopto.com/blog/7-tips-for-making-webcam-videos-look-good-pants-optional/
Video conferencing etiquette: 10 tips for a successful video conference: https://resources.owllabs.com/blog/video-conferencing-etiquette
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 (fka) 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/
Monday Jun 10, 2024
Agent’s Guide to Video Communication Resources
Monday Jun 10, 2024
Monday Jun 10, 2024
Here are our recommendations for apps and software to easily connect with your team and clients.
Read the text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Video Conferencing Resources:
Google Meet: https://workspace.google.com/products/meet/ Google Workspace: https://workspace.google.com/
Microsoft Meet: https://www.microsoft.com/en-us/microsoft-teams/small-medium-business
Phone.com: https://www.phone.com/video-meetings/
RingCentral: https://www.ringcentral.com/video.html
Zoho Webinar: https://www.zoho.com/webinar/
Zoho Meeting: https://www.zoho.com/meeting/
Zoom Webinars: https://www.zoom.com/en/products/webinars/
Zoom Workplace: https://www.zoom.com/en/products/collaboration-tools/
Resources:
Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Best Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
References:
5 Tips to Stand Out on Zoom: How to Look Best on Video Calls: https://www.youtube.com/watch?v=4xr4vmPJDE0
8 tips for video conferencing etiquette: https://www.ringcentral.com/us/en/blog/video-conferencing-etiquette-2022/
Best Practices for Effective Video Conferencing: https://uit.stanford.edu/videoconferencing/best-practices
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 (fka) 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/
Wednesday May 29, 2024
9 Essential Tools for Beginner Insurance Agents
Wednesday May 29, 2024
Wednesday May 29, 2024
If you’re just starting out in the insurance industry, this episode is a must listen! Discover key tools and resources for establishing your business, gaining leads, marketing, compliance, and more!
Read the text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
A Review of the Top Medicare Quote Engines for Insurance Agents: https://ritterim.com/blog/a-review-of-the-top-medicare-quote-engines-for-insurance-agents/
CallVault: https://ritterim.com/the-ritter-platform/#callvault
CMS’ New Definition of Marketing & How it Affects Agents Selling Medicare Plans: https://ritterim.com/blog/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
Free eBooks & Guides: https://ritterim.com/guides/
How Insurance FMOs Work FREE eBook download: https://ritterim.com/how-insurance-fmos-work/
Knight School Training: https://ritterim.com/knight-school/
Lead Center: https://leads.integrity.com/login
Meet Your Sales Team at Ritter: https://ritterim.com/meet-your-sales-team/
Medicare Center: https://integrity.com/MedicareCENTER/
Medicare Quote Engine Prospectus PDF: https://ritterim.com/documents/prospectus/medicare-quote-engine-prospectus.pdf
Round Table Facebook Group: https://www.facebook.com/groups/RittersRoundTable/
Ritter Events Calendar: https://ritterim.com/events/
Ritter Insurance Marketing Joins Integrity Marketing Group: https://ritterim.com/blog/ritter-insurance-marketing-joins-integrity-marketing-group/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Best Software for Tracking Your Medicare Commissions: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
The Ritter Blog: https://ritterim.com/blog/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
The Ritter Platform – Elevate Your Sales Process PDF: https://ritterim.com/documents/prospectus/the-ritter-platform-prospectus.pdf
The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/
The Ultimate Agent Resource List Pt. 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
Your Guide to Compliant Medicare Call Recording with CallVault PDF: https://ritterim.com/documents/prospectus/your-guide-to-compliant-medicare-call-recording-with-callvault.pdf
Your Step-By-Step Guide to Getting Started in Insurance Sales eBook: https://ritterim.com/free-guide/
References:
Acuity Scheduling: https://acuityscheduling.com/
AgentMethods: https://www.agentmethods.com/
Appointment scheduling with Google Calendar: https://workspace.google.com/resources/appointment-scheduling/
Calendly: https://calendly.com/
HubSpot Free Meeting Schedular: https://www.hubspot.com/products/sales/schedule-meeting
Market Advisor: https://csg-actuarial-wordpress.appspot.com/software/market-advisor/
Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and
Microsoft Bookings: https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
The Best 24 Appointment Scheduling Apps and Booking Software: https://blog.hubspot.com/sales/best-scheduling-app
TrustedForm: https://activeprospect.com/trustedform/
Verisk Marketing Solutions: https://marketing.verisk.com/compliance/
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 (fka) 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/
Monday May 27, 2024
Medicare Advantage Trial Rights Explained for Agents
Monday May 27, 2024
Monday May 27, 2024
What happens when a Medicare Advantage client wants to switch to Original Medicare? Depending on WHEN they enrolled, they may qualify for the Medicare Advantage Trial Right Period. Listen to learn more about how it works and who qualifies.
Read text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Helping Clients Navigate Medicare’s Durable Medical Equipment Coverage: https://ritterim.com/blog/helping-clients-navigate-medicares-durable-medical-equipment-coverage/
How to Be an Adaptable Insurance Agent: https://link.chtbl.com/ASG582
How to Check Medicare Extra Help Eligibility for Your Client: https://ritterim.com/blog/how-to-check-medicare-extra-help-eligibility-for-your-client/
Interview: Training Opportunities for Agents at Ritter Insurance Marketing: https://ritterim.com/blog/interview-training-opportunities-for-agents-at-ritter-insurance-marketing/
Medicare Advantage Emergency-Related SEPs: https://ritterim.com/blog/medicare-advantage-emergency-related-seps/
Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG574
Surviving AEP: https://ritterim.com/aep/
What Beneficiaries Value Most in Medicare Advantage Plans: https://link.chtbl.com/ASG555
References:
Joining a Medicare Health Plan: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan
Learn How Medigap Works: https://www.medicare.gov/health-drug-plans/medigap/basics/how-medigap-works
Medigap Open Enrollment Period: https://www.medicare.gov/health-drug-plans/medigap/ready-to-buy
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/
Wednesday May 15, 2024
Ready to Join an FMO? 10 Things to Consider
Wednesday May 15, 2024
Wednesday May 15, 2024
Field Marketing Organizations can take your business to the next level. In this episode, learn ten things to consider when doing your research, and all the benefits and resources Ritter Insurance Marketing has to offer!
Read the text version
Register with Ritter Insurance Marketing
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Perks of Partnering with an FMO: https://link.chtbl.com/ASG575
Do’s and Don’ts of Medicare Compliance: https://ritterim.com/blog/dos-and-donts-of-medicare-compliance/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
How Insurance FMOs Work FREE eBook: https://ritterim.com/how-insurance-fmos-work/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Benefits of Joining a Top Insurance FMO: https://ritterim.com/blog/the-benefits-of-joining-a-top-insurance-fmo/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
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 (fka) 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/
Monday May 06, 2024
Out-of-the-Box Ideas for Selling Final Expense Insurance
Monday May 06, 2024
Monday May 06, 2024
Final expense insurance can be a difficult topic to bring up with clients and prospects. We cultivated these creative sales strategies to make your next sales appointment go smoother!
Read text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Steps to Every Final Expense Sale: https://link.chtbl.com/ASG591
5 Life Insurance Myths Your Clients May Believe: https://link.chtbl.com/ASG362
The Advisor Approach: Cross-Selling by Fact-Finding:https://link.chtbl.com/ASG587
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Ritter Fact Finder Sheet: https://ritterim.com/documents/ritter-fact-finder.pdf
The Complete Guide on How to Sell Final Expense Insurance: https://ritterim.com/final-expense-ebook-digital/
References:
Brace Yourself: This is how much America’s 1% has saved: https://www.marketwatch.com/story/brace-yourself-this-is-how-much-americas-1-has-saved-2018-08-24
How Much Does the Average Funeral Cost? https://smartasset.com/life-insurance/how-much-does-the-average-funeral-cost
How much does a funeral cost in 2024? https://www.usatoday.com/money/blueprint/life-insurance/how-much-does-a-funeral-cost/
The Average Savings Account Balance: https://www.usnews.com/banking/articles/the-average-savings-account-balance
Wednesday May 01, 2024
4 Steps to Every Final Expense Sale
Wednesday May 01, 2024
Wednesday May 01, 2024
Tackle your next final expense sale with our winning formula. Discover four tried and true steps for educating your clients on life insurance and making the sale!
Read the text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Register with Ritter
Resources:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
4 Steps to Selling More Final Expense Insurance Infographic PDF: https://ritterim.com/documents/infographics/how-to-close-more-final-expense-sales-infographic.pdf
Final Expense Insurance: How Much Can Clients Expect It to Cover? https://link.chtbl.com/ASG519
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
More Than Medicare: https://docs.ritterim.com/products/more-than-medicare/
Ritter Fact Finder PDF: https://ritterim.com/documents/ritter-fact-finder.pdf
Ritter Insurance Marketing Final Expense Carrier Sweet Spots: https://docs.ritterim.com/products/more-than-medicare/#carrier-sweet-spots
The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG587
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
References:
Funeral Cost Statistics: https://nfda.org/news/statistics Life Insurance Is on People Minds: https://lifehappens.org/research/life-insurance-is-on-peoples-minds/
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/
Monday Apr 29, 2024
The Best Books for Insurance Agents
Monday Apr 29, 2024
Monday Apr 29, 2024
We asked our team about their favorite books for sales, business, and influencing people. Listen to hear their recommendations!
Read text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Book Recommendations:
Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones: https://www.amazon.com/dp/B07D23CFGR
Go for No! Yes is the Destination, No is How You Get There: https://www.amazon.com/dp/B00507TDJM
How to Win Friends and Influence People: Updated for the Next Generation of Leaders: https://www.amazon.com/dp/B09LVWLKXB
Influence, New and Expanded: The Psychology of Persuasion: https://www.amazon.com/dp/B08HZ57WYN
Jeffrey Gitomer “Little” Books: https://www.buygitomer.com/collections/books
The Psychology of Selling: Increase Your Sales Faster and Easier Than You Ever Thought: https://www.amazon.com/dp/B000SEQKRK
Think and Grow Rich: A Black Choice: A Guide to Success for Black Americans: https://www.amazon.com/dp/B0054KLWOE
The Trusted Advisor: 20th Anniversary Edition: https://www.amazon.com/dp/B000FC0VWA
The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust: https://www.amazon.com/dp/B006ES4GI4
Ritter Insurance Marketing’s free eBooks & Guides: https://ritterim.com/guides/
Resources:
Agent Apps | Reading Books on the Go - Library Apps: https://link.chtbl.com/ASGA08
Everything You Get With Your Ritter Registration: https://link.chtbl.com/ASG503
How to Get Health and Life Insurance Continuing Education Credits as an Agent: https://link.chtbl.com/ASG498
Lifelong Learning Online Educational Resources: https://link.chtbl.com/ASG482
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/
Wednesday Apr 17, 2024
Best Practices for Training Downline Agents
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
Gather resources to equip your downlines for success. Be a guide for your downline agents; listen for new agent resources, hands-on-training tips, and more.
Read the text version
Register with Ritter!
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Tips for Making a Better Insurance Sales Pitch: https://link.chtbl.com/ASG469
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Before You Recruit: Setting Up Your Agency for Success: https://ritterim.com/blog/before-you-recruit-setting-up-your-agency-for-success/
Developing an Agency – Your Guide to Getting Started free eBook DOWNLOAD: https://ritterim.com/agency-guide/
Free eBooks & Guides: https://ritterim.com/guides/
How to Get Health and Life Insurance Continuing Education Credits as an Agent: https://ritterim.com/blog/how-to-get-health-and-life-insurance-continuing-education-credits-as-an-agent/
How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/
How to Recruit Insurance Agents to Your Downline: https://link.chtbl.com/ASG588
MA & PDP Complaint Sales Checklist: https://docs.ritterim.com/documents/compliance/ma-pdp-compliance-sales-checklist.pdf
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Knight School Training: https://ritterim.com/knight-school/
Should You Hire an Assistant for Your Insurance Business? https://link.chtbl.com/ASG336
Ritter Agency Docs: https://docs.ritterim.com/agencies/dashboard/
Ritter Events Calendar: https://ritterim.com/events/
Ritter Summits Registration: https://summits.ritterim.com/
The Best Books for Insurance Agents: https://ritterim.com/blog/the-best-books-for-insurance-agents/
The Ritter Blog: https://ritterim.com/blog/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
Tips for Becoming a Top Producing Insurance Agency: https://link.chtbl.com/ASG452
What Are Insurance Hierarchies & How Do They Work? https://link.chtbl.com/ASG517
Your Guide to Forming an Insurance Network: https://link.chtbl.com/ASG461
References:
4 Types of Learning Styles: How to Accommodate a Diverse Group of Students: https://www.rasmussen.edu/degrees/education/blog/types-of-learning-styles/
5 Benefits of Incorporating Hands On Learning into Training: https://www.linkedin.com/pulse/5-benefits-incorporating-hands-learning-training-allie-golon/
10 Best Virtual Meeting Platforms & Software: https://teambuilding.com/blog/virtual-meeting-platforms
11 Benefits of Collaborative Learning (Plus Tips to Use It) https://www.indeed.com/career-advice/career-development/benefits-of-collaborative-learning
How do Birds Learn How to Fly? https://www.allthingsnature.org/how-do-birds-learn-how-to-fly.htm
Level Up: The Values of Sales Shadowing for New Insurance Agents: https://blog.newhorizonsmktg.com/level-up-the-value-of-sales-shadowing-for-new-insurance-agents
Mentoring Guide: https://www.rackham.umich.edu/downloads/more-mentoring-guide-for-mentors.pdf
Mind-Blowing Statistics that Prove the Value of Employee Training and Development: https://www.shiftelearning.com/blog/statistics-value-of-employee-training-and-development
Ongoing Training: Its Benefits and Why You Should Consider It: https://www.apty.io/blog/ongoing-training-benefits-and-impact/
Profiting from Learning: Do Firms’ Investments in Education and Training Pay Off? https://businesstrainingexperts.com/knowledge-center/training-roi/profiting-from-learning/
Reflective Practice: https://www.skillsyouneed.com/ps/reflective-practice.html
The 5 Most Effective Teaching Styles (Pros & Cons of Each) https://www.thinkific.com/blog/teaching-styles/
The 40 Reflection Questions: https://www.edutopia.org/pdfs/stw/edutopia-stw-replicatingPBL-21stCAcad-reflection-questions.pdf
The Complete Guide to Independent Contractor Taxes: https://www.nerdwallet.com/article/small-business/independent-contractor-tax-guide
Why Communication Consistency Is Vital To Your Business: https://www.forbes.com/sites/forbesnycouncil/2018/08/22/why-communication-consistency-is-vital-to-your-business/?sh=4526564466e0
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 (fka) 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/
Monday Apr 15, 2024
How to Recruit Agents to Your Downline in 2024
Monday Apr 15, 2024
Monday Apr 15, 2024
Looking to expand your business by hiring downline agents? We’ve got tips on where to find applicants, training resources, and more!
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.
Resources:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Before You Recruit: Setting Up Your Agency for Success: https://ritterim.com/blog/before-you-recruit-setting-up-your-agency-for-success/
Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522
Best Practices for Conducting an Interview ft. Dylan Cook: https://link.chtbl.com/ASG5335
Developing an Agency – Your Guide to Getting Started eBook DOWNLOAD: https://ritterim.com/agency-guide/
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
Ways to Boost Morale in the Workplace: https://link.chtbl.com/ASG556
Your Step-By-Step Guide to Getting Started in Insurance Sales eBook DOWNLOAD: https://ritterim.com/free-guide/
References:
Craigslist: https://washingtondc.craigslist.org/
How Much Is That Bad Hire Really Costing Your Business? https://www.businessnewsdaily.com/9066-cost-of-bad-hire.html
How to Post a Job on Facebook For Free (2024 Guide) https://www.forbes.com/advisor/business/how-to-post-job-on-facebook/
LinkedIn: https://www.linkedin.com/
Millennials Overtake Baby Boomers as America’s largest generation: https://www.pewresearch.org/short-reads/2020/04/28/millennials-overtake-baby-boomers-as-americas-largest-generation/
Monster: https://www.monster.com/ Rethinking the Extraverted Sales Ideal: The Ambivert Advantage: https://faculty.wharton.upenn.edu/wp-content/uploads/2013/06/Grant_PsychScience2013.pdf
The True Cost of a Bad Hire – It’s More Than You Think: https://www.forbes.com/sites/falonfatemi/2016/09/28/the-true-cost-of-a-bad-hire-its-more-than-you-think/?sh=16da43b84aa4
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/
Monday Apr 08, 2024
3 Growth Strategies for Your Insurance Sales Territory
Monday Apr 08, 2024
Monday Apr 08, 2024
Grow your territory, grow your business. Simple, right? Thing is, there are many paths agents can take to "growth" and "success." Which one is right for you? We've got a sampling of strategies to help you pinpoint the path that's right for you.
Read 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:
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
Agent's Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent's Guide to Partner Marketing Resources: https://link.chtbl.com/ASG585
Agent's Guide to Traditional Marketing Resources: https://link.chtbl.com/ASG583
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://link.chtbl.com/ASGN20230414
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare): https://link.chtbl.com/2024BlakeAmos
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG580
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://www.ritterim.com/blog/insurance-agents-as-tpmos-what-cms-compliance-regulations-mean-for-you/
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
References:
Federal Register Website: https://www.federalregister.gov/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Wednesday Apr 03, 2024
The Advisor Approach: Cross-Selling by Fact-Finding
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
Break free from the salesy (and stereotypical!) mold that clients sometimes associate with insurance agents. Learn how to switch up your approach and transform your sales success.
Read 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 Ancillary Cross-Sales to Show Clients You Care: https://ritterim.com/blog/four-ancillary-cross-sales-to-show-clients-you-care/
Download A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/
Insurance Cross-Sales: Everything You Need to Know to Get Started featuring Josh Hurley: https://link.chtbl.com/ASG408
Secure a Bigger, Better Business with Ancillary Products: https://link.chtbl.com/ASG586
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
Watch the Cross-Sell to Fill Coverage Gaps or Unmet Needs Knight School Module: https://ritterim.com/knight-school/expand-dominate/cross-sell/
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548
Monday Apr 01, 2024
Secure a Bigger, Better Business with Ancillary Products
Monday Apr 01, 2024
Monday Apr 01, 2024
Boost your book of business with ancillary insurance! Discover the value of cross selling these products, the ideal clients, and more in this episode.
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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:
Ancillary Infographic: What’s Your Legacy? https://ritterim.com/documents/infographics/whats-your-legacy-dental-vision-infographic.pdf
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products FREE eBook: https://ritterim.com/selling-ancillary-with-medicare/
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
Knight School Training: https://ritterim.com/knight-school/
Ritter Insurance Marketing’s Events Calendar: https://ritterim.com/events/
The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548
Monday Mar 25, 2024
Agent's Guide to Partner Marketing Resources
Monday Mar 25, 2024
Monday Mar 25, 2024
Sometimes it takes a village for a business to flourish. Discover ways to market your business with affinity partnerships and community involvement. All that and more in this episode!
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:
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
Are Your Medicare Marketing Materials Compliant? https://link.chtbl.com/ASG538
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Medicare Advantage Open Enrollment Do's and Don’ts: https://link.chtbl.com/ASG574
Ritter Blog – Compliance Section: https://ritterim.com/blog/compliance/
Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540
References:
Affinity Marketing Definition: https://www.techtarget.com/whatis/definition/affinity-marketing
Complementary Business Definition: https://www.lawinsider.com/dictionary/complementary-business
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Medicare Program; Contract Year 2024 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: https://www.federalregister.gov/documents/2023/04/12/2023-07115/medicare-program-contract-year-2024-policy-and-technical-changes-to-the-medicare-advantage-program
Thursday Mar 21, 2024
Agent’s Guide to Digital Marketing Resources
Thursday Mar 21, 2024
Thursday Mar 21, 2024
Elevate your business and move into the modern world of digital marketing. We’ve compiled the ultimate guide; listen for best practices, resources, and expert tips!
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.
Full-Service Digital Marketing Resources:
$99 Social: https://www.99dollarsocial.com/
AgentMethods: https://www.agentmethods.com/
ConcierageBee: https://conciergebee.com/
Disruptive Advertising: https://disruptiveadvertising.com/
Firebelly Marketing: https://www.firebellymarketing.com/
Ignite Visibility: https://ignitevisibility.com/
KlientBoost: https://www.klientboost.com/
Lyfe Marketing: https://www.lyfemarketing.com/
ReminderMedia: https://remindermedia.com/
SEO Discovery: https://www.seodiscovery.com/
Self-Service Digital Marketing Resources:
Constant Contact: https://www.constantcontact.com/
HostGator : https://www.hostgator.com/
HubSpot: https://www.hubspot.com/
Google Ads: https://ads.google.com/home/
Google Business Profile: https://www.google.com/business/
GoDaddy: https://www.godaddy.com/
MailChimp: https://mailchimp.com/
SocialBee: https://socialbee.com/
Squarespace: https://www.squarespace.com/
Wix: https://www.wix.com/
WordPress: https://wordpress.com/
Freelance Resources:
Hubstaff Talent: https://hubstafftalent.net/
LinkedIn: https://www.linkedin.com/
Upwork: https://www.upwork.com/
Tutorials:
How to Create a Facebook Business Page in 7 Steps: https://www.entrepreneur.com/business-news/how-to-create-a-facebook-business-page-in-7-steps/309107
How to Create a Google Business Profile: https://www.constantcontact.com/blog/how-to-create-a-google-my-business-profile/
How to Set Up and Optimize Google My Business in 5 Minutes: https://blog.hootsuite.com/google-my-business/
How to Use Meta (Facebook) Business Manager: Complete Guide: https://blog.hootsuite.com/facebook-business-manager-guide/
Ritter Resources:
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Agent Apps | Project Management Apps: https://link.chtbl.com/ASGA27
Agent Apps | Wix vs. WordPress: https://link.chtbl.com/ASGA20231011
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
Generate Medicare Leads Using Marketing Materials from ShopRitterIM: https://link.chtbl.com/ASG511
How to Keep Social Media Professional and Personal Simultaneously: https://link.chtbl.com/ASG443
Registration Link: https://app.ritterim.com/public/registration/
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions: https://ritterim.com/blog/ritter-and-remindermedia-partnership-offers-agents-new-marketing-solutions/
Shop & Enroll Information: https://ritterim.com/shop-and-enroll/
The Ultimate Agent Resource List Pt 2: Keeping in Touch with Clients: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-2-keeping-in-touch-with-clients/
References:
187 Must Know Digital Marketing Statistics: https://www.demandsage.com/digital-marketing-statistics/
Medicare Communications and Marketing Guidelines: https://www.cms.gov/files/document/medicare-communications-marketing-guidelines-2-9-2022.pdf
Online Marketing: The Who, The What, Why, & How of Digital Marketing: https://blog.hubspot.com/marketing/what-is-digital-marketing
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/
The Ultimate Guide to Content Marketing in 2023: https://blog.hubspot.com/marketing/content-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 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/