How to Get Started in Medicare Sales

 
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.
 
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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.
 
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

What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums

 
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!
 
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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

How to Take on an Upset Client in the Insurance Industry

 
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

4 Ways to Keep Your Medicare Business Warm This Winter

 
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/

How to Successfully Set SMART Goals

 
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!
 
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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:
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/

How Slowing Down Can Speed Up Innovation

 
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

Why You Should Give Away Your Secret Sauce in 2024

 
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/

4 Ways to Calculate Your Clients’ Life Insurance Policy Needs

 
 
Help your clients determine the amount of life insurance they need using these 4 methods! Click play to learn more.
 
Read 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 Life Insurance Myths Your Clients May Believe: https://link.chtbl.com/ASG362 Calculate Your Client’s Life Insurance Needs FREE Worksheet PDF: https://www.ritterim.com/documents/calculate-your-clients-life-insurance-needs-worksheet.pdf How to Make the Most of Life Insurance Awareness Month: https://link.chtbl.com/ASG360 Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365Selling Life Insurance to Clients with Budget Concerns: https://link.chtbl.com/ASG367There’s more to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560
 
References:
College Free in the United States: Tuition Types & Financial Aids: https://research.com/universities-colleges/college-fees-in-the-united-statesHow Much Life Insurance Do I Need? https://www.forbes.com/advisor/life-insurance/how-much-life-insurance-do-you-really-need/

There’s More to Life Insurance Than Just a Policy

 
Discover how life insurance can help protect your client’s loved ones and provide them stability in a time of need.
  
Read text version
  
Gain Access to The Ritter Platform, Medicare Quote Engine, and More Tools for Insurance Agents: https://app.ritterim.com/public/registration/ 
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 Clients' Life Insurance Needs: https://www.ritterim.com/blog/4-ways-to-calculate-your-clients-life-insurance-needs/ 5 Life Insurance Myths Your Clients May Believe: https://link.chtbl.com/ASG362 FastTrack with Shop & Enroll: https://www.ritterim.com/shop-and-enroll/ Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/Ritter Insurance Marketing Fact Finder PDF: https://www.ritterim.com/documents/ritter-fact-finder.pdfSelling Life Insurance to Clients with Budget Concerns: https://link.chtbl.com/ASG367The Ritter Platform: https://www.ritterim.com/the-ritter-platform/What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums: https://www.ritterim.com/blog/what-to-do-if-your-clients-can-no-longer-afford-their-permanent-life-insurance-premiums/ 

Using a SWOT Analysis to Review Your Insurance Business

 
What does your business strategy look like for 2024? Now is the time to review and plan with a SWOT analysis! We’ll help you get organized so you can evaluate your insurance business and plan what comes next.
 
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 Ways to Boost Morale in the Workplace: https://link.chtbl.com/ASG556
365 Days of Motivation: https://link.chtbl.com/ASGF20231110
Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
Building a Business Plan Knight School Module: https://www.ritterim.com/knight-school/solid-foundation/building-a-business-plan/
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
Developing an Agency — Your Guide to Getting Started: https://www.ritterim.com/agency-guide/
Effective Marketing Strategies for Insurance Agents: https://link.chtbl.com/ASG523
Empowering Agents Through Technology: https://www.ritterim.com/blog/interview-empowering-agents-through-technology/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner: https://www.ritterim.com/blog/increase-sales-and-productivity-with-the-busy-medicare-agents-sales-planner/
Modern Medicare Marketing for Today's Agents: https://www.ritterim.com/modern-marketing-guide/
Stay Organized with the Busy ACA Agent’s Sales Calendar: https://www.ritterim.com/blog/stay-organized-with-the-busy-aca-agents-sales-calendar/
Things to Think About Post-AEP: https://link.chtbl.com/ASG558
The Ultimate Agent Resource List Pt. 1: Market Yourself: https://www.ritterim.com/blog/the-ultimate-agent-resource-list-pt.-1-market-yourself/
 
References:
20+ SWOT Analysis Templates, Examples & Best Practices: https://venngage.com/blog/swot-analysis-templates/
SWOT Analysis: https://www.mindtools.com/amtbj63/swot-analysis
SWOT analysis: Examples and templates: https://asana.com/resources/swot-analysis
SWOT Analysis: How To Do One: https://blog.hubspot.com/marketing/swot-analysis
SWOT Analysis: How To With Table and Example: https://www.investopedia.com/terms/s/swot.asp

Things to Think About Post-AEP

 
Congratulations, we made it to the end of AEP 2024! As we move forward from another busy season, listen for some tips on how to transition to more administrative work, like reviewing, organizing, and planning. We’re highlighting some important things to think about while AEP is still fresh in your mind.
Read text version
 
Have a question? Ask the Agent Survival Guide Podcast! Reach out to our team at ASGPodcast@Ritterim.com and get connected with answers!
 
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 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/
5 Pillars of Integrity ft. Jason Meyers: https://link.chtbl.com/ASGM20230925
7 Ways to Overcome Fear of Rejection: https://link.chtbl.com/ASG547
Carrier Pages on Ritter Docs: https://docs.ritterim.com/products/carriers/
Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://www.ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/
Empowering Agents Through Technology ft. Aaron Kassover from AgentMethods: https://link.chtbl.com/ASG458
How to Successfully Set SMART Goals: https://link.chtbl.com/ASG390
Medicare in 2030: Gen X and Beyond ft. Gabe Isaacson: https://link.chtbl.com/ASG554  
Medicare Quote Engine Prospectus: https://www.ritterim.com/documents/prospectus/medicare-quote-engine-prospectus.pdf
Register with RitterIM.com: https://app.ritterim.com/public/registration/
Ritter’s Carriers by State: https://www.ritterim.com/products/by-carrier/
See How the Ritter Platform Works: https://www.ritterim.com/the-ritter-platform/
Shop & Enroll from Ritter Insurance Marketing: https://www.ritterim.com/shop-and-enroll/
The Definitive Guide to Getting Leads and Prospecting for Medicare Sales: https://www.ritterim.com/lead-generation-guide/
What Beneficiaries Value Most in Medicare Advantage Plans: https://link.chtbl.com/ASG555
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548
 
References: 
The 10 Best Scheduling Apps for Insurance: https://smith.ai/blog/the-10-best-scheduling-apps-for-insurance-make-more-time-for-more-leads-and-streamline-your-scheduling-with-these-free-and-paid-tools

5 Common Traits of Successful Leaders

 
Great leadership comes in all different shapes and sizes. But there are a few traits that many outstanding leaders share. Click the play button to discover what they are!
  
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/ASGF202311105 Pillars of Integrity ft. Jason Meyers: https://link.chtbl.com/ASGM20230925 365 Days of Motivation: https://link.chtbl.com/ASGF20231110 How to Successfully Set SMART Goals: https://link.chtbl.com/ASG390 Improve Your Customer Service with This Soft Skill: Negotiation: https://link.chtbl.com/ASG536
 
References: 
8 Common Leadership Styles (Plus How to Find Your Own): https://www.indeed.com/career-advice/career-development/10-common-leadership-styles Defining Accountability in Management: https://www.indeed.com/career-advice/career-development/accountability-definition-in-management

3 Ways to Boost Morale in the Workplace

 
Notice a difference in the air at your workplace? Do the vibes feel off? In this episode, learn how to uncover the root cause, and 3 tried and true ways to boost office morale!  
 
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 in Your Community: https://link.chtbl.com/ASG453Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823Agent Apps | Mental Health and Mindfulness Apps: https://link.chtbl.com/ASGA20231018 Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522 The Power of Listening & Laughing | Motivation Monday: https://link.chtbl.com/ASGM20230306
 
References:
Happy workers are 13% more productive: https://www.ox.ac.uk/news/2019-10-24-happy-workers-are-13-more-productiveNew study shows we work harder when we are happy: https://warwick.ac.uk/newsandevents/pressreleases/new_study_shows/

Empowering Agents Through Technology ft. Aaron Kassover from AgentMethods

 
Innovation moves fast. The industry changes. Technology evolves. Sarah talks with AgentMethods founder Aaron Kassover about what that means for insurance agents and his company's mission to make agents successful online. From building your website and scheduling appointments to marketing outreach and social media, AgentMethods can help your insurance business! 
 
AgentMethods Official Website: https://www.agentmethods.com/
Download 159 Marketing Tips for Insurance Agents: https://resources.agentmethods.com/159-marketing-tips
 
Some words of wisdom from Aaron Kassover:
 
"They have to trust you, and if they get an email from you and they don't know who you are, they don't know why they got it, at best, they're going to say 'delete.' At worst, they're going to say, 'Who is this scammer? This is spam.'
"And then we also have a scheduling automation system. We call it 'The Scheduler." We built it specifically for AEP, but you can use it year-round. And so, what it does, it automates scheduling appointments for you."  
"I love the power of email. I think that nothing beats it as a really cost-effective way to make things happen fast."
 
Highlights:
 
[6:31] Agent Methods services & products
[9:14] The Agent Methods website build process
[13:30] What is the process like for an agent without any background in tech or website creation?
[28:20] What's the future of technology in relation to the insurance market? What does insuretech mean for insurance agents?
 
Follow AgentMethods on Social:
 
AgentMethods on Facebook, https://www.facebook.com/AgentMethods AgentMethods on LinkedIn, https://www.linkedin.com/company/agentmethods-llc/ AgentMethods on Twitter, https://twitter.com/AgentMethods  AgentMethods on YouTube, https://www.youtube.com/user/AgentMethods
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/christina-lamoreux-6384b7199/
 
Resources:
 
How to Add Technology to Your Insurance Business: https://agentsurvivalguide.podbean.com/e/how-to-add-technology-to-your-insurance-business/
How to Market Yourself Effectively: https://agentsurvivalguide.podbean.com/e/how-to-market-yourself-effectively/
Should Insurance Agents Have Their Own Website? https://agentsurvivalguide.podbean.com/e/should-insurance-agents-have-their-own-website-2022/
 

Lessons Learned After 400 Episodes

 
After 400+ episodes of the Agent Survival Guide Podcast, we've learned some things! Rather than keep that knowledge to ourselves, we're sharing it with you... and asking for your stories, too!!!
What’s the best business lesson you ever learned? We want to know!
Email the ASG Podcast or call the hotline at 1-717-562-7211!
 
Mentioned in this episode:
 
Contact the Team at Ritter Insurance Marketing
Register for your FREE RitterIM.com account
Should You Hire an Assistant for Your Insurance Business?
 
More episodes you’ll like:
 
4 Myths About Dual-Eligible Special Needs Plan (D-SNP) Sales
8 Reasons Why Medicare Agents Should Sell ACA Plans
How Insurance Agents Can Learn About Their Social Media Audience
How to Successfully Set SMART Goals
Winter 2021 Podcast Recommendations
 
Articles to Share with Your Clients:
 
Getting Your Home Ready for Winter Storms
The Difference of Cooking with Fresh and Dry Herbs
What are State Pharmaceutical Assistance Programs?
 
Ritter Insurance Marketing eBooks & Guides:
 
Developing an Agency – Your Guide to Getting Started
Modern Medicare Marketing for Today’s Agents
The Complete Guide to Client Loyalty and Retention
 
The latest from Ritter’s Blog:
 
8 Reasons Why Medicare Agents Should Sell ACA Plans
The Part D SEP Triggers That Can Help You Post-AEP
Why Young Professionals Should Consider Becoming Insurance Agents
 
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