Agent Survival Guide Podcast
Business
Episodes

Tuesday Jul 09, 2019
How to Get Your Medicare Enrollment Kits on Time | ASG147
Tuesday Jul 09, 2019
Tuesday Jul 09, 2019
Think it's too soon to get started on AEP Prep? It's not! We're giving agents the inside scoop on how to get enrollment kits and materials from carriers before the AEP rush.
Read the text version.
Get your FREE Medicareful Site
Mentioned in this episode:
2020 Medicare Advantage & Part D Certification Info
Ritter’s Carrier Pages
Sell More Medicare Plans Online with Medicareful
The Survivor’s AEP Checklist
What is AHIP and Why Do You Need It?
More episodes you’ll like:
AEP: Ready to Sell in 5 Steps | ASG146
Prepare for AEP with help from the Agent Survival Guide team! Use these steps as you get ready for the 2020 Annual Enrollment Period.
Stress Relief Tips to Get You Through AEP | ASG013
Take a deep breath and get ready to de-stress. Avoid AEP burnout with our helpful tips!
What an FMO Can Do for Your Business | ASG105
Why work with an FMO? What is a Field Marketing Organization? If you've been on the fence about joining an FMO, this can't-miss episode is for you!
The latest from Agent Survival Guide:
2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D
4 Perks of Partnering with an FMO
FAQs about AHIP
How to Recruit Insurance Agents to Your Downline
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Tuesday Jun 25, 2019
Identifying Ideal Clients for Universal Life Insurance Products | ASG143
Tuesday Jun 25, 2019
Tuesday Jun 25, 2019
Is universal life insurance a good fit for your clients? In this episode, we cover the ideal clients for each type of universal life product – guaranteed (GUL), index (IUL), and traditional (UL).
Read the text version.
Mentioned in this episode:
3 Ways to Calculate Your Clients’ Life Insurance Needs
4 Steps to Every Final Expense Sale
7 Things you need to know about term life insurance
8 reasons to use index universal life to save for retirement
The Advisor Approach: Cross-Selling by Fact-Finding
The latest from Agent Survival Guide:
4 Perks of Partnering with an FMO
4 Ways to Fund Long-Term Care: Hybrid Insurance
Life Insurance for Each of Life’s Stages
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Tuesday May 28, 2019
4 Perks of Partnering with an FMO | ASG135
Tuesday May 28, 2019
Tuesday May 28, 2019
What exactly is a field marketing organization? Why partner with an FMO? If you've been debating joining an FMO, you don't want to miss this episode! Read the text version.
Mentioned in this episode:
Ritter Insurance Marketing – https://www.ritterim.comRitter’s Carrier PagesRitter’s Medicare Quote EngineRitter’s Summits – https://summits.ritterim.com3 Advantages of Being an Independent Insurance AgentGet MedicarefulMedicareful.comReady to Join an FMO? 10 Things to ConsiderRitter Insurance Marketing State of the Senior Market 2019 – Full AudioTech Takeaways for Forward-Thinking Insurance Agents
More episodes you'll like:
FAQs About Working with Ritter Insurance Marketing | ASG136
Have questions about partnering with Ritter Insurance Marketing? Not sure what a field marketing organization is, or how joining one can help your insurance business? Curious about lead programs, CE credits, and other opportunities FMOs like Ritter have to offer? We talk with our sales team to answer common questions about working with FMOs and more!
Ready to Join an FMO? 10 Things to Consider | ASG129
Thinking about partnering with a field marketing organization? Wondering how you can tell the good from the bad? Our top 10 list outlines what you need to know before you partner with an FMO.
What an FMO Can Do For Your Business | ASG105
Why work with an FMO? What is a Field Marketing Organization? If you've been on the fence about joining an FMO, this can't-miss episode is for you!
The latest from Agent Survival Guide:
How to Handle the Death of a ClientHow to Recruit Insurance Agents to Your DownlineThe Latest on 2020 AHIP Certification
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Thursday May 09, 2019
How to Follow Up with Medicare Clients Compliantly | ASG132
Thursday May 09, 2019
Thursday May 09, 2019
Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start. Read the text version.
Contact Ritter’s Sales Team >
Mentioned in this episode:
Agent Survival Guide – FREE GUIDES2019 Medicare OEP: You Never Get a Second Chance to Make a First ImpressionFour Reasons Why Ritter Should Be Your FMO Insurance AgencyBuilding Client Loyalty: More than Just a PlanCMS.govDefinitive Guidelines for the New Open Enrollment PeriodHow Medicare Helps Your Clients Stay HealthyHumana Ignite 3-30-60-90 Conversation GuideKeys to Client Retention: Face-to-Face CommunicationSilver&FitSilverSneakersUnderstanding Medicare Advantage Enrollment PeriodsWhat is a Medicare Wellness Visit?What’s New in the 2019 Medicare Communications and Marketing Guidelines
The latest from Agent Survival Guide:
4 Steps to Selling Dental, Vision, and Hearing InsuranceHow to Handle the Death of a ClientInsights on Medicare Genetic DNA Testing Fraud
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Thursday May 02, 2019
Understanding Medicare Advantage Enrollment Periods | ASG130
Thursday May 02, 2019
Thursday May 02, 2019
What are the different Medicare Advantage enrollment periods? How and when do your clients qualify for them? Get the answers to your MA enrollment period questions in this episode of the ASG Podcast! Read the text version.
Mentioned in this episode:
5 Reasons Clients Switch Medicare Plans During AEP5 Tips to Make the Most of AEPCMS: Medicare Advantage Enrollment and Disenrollment GuidanceDefinitive Guidelines for the New Open Enrollment PeriodFact Sheet on Medicare Medical Savings Account (MSA) PlansGetting Started Selling Medicare SupplementsHow to Pitch Medicare Medical Savings AccountsIf You’re on DisabilityLate Enrollment PenaltiesMedicare Advantage: Enrollment and Disenrollment BasicsMedicare Advantage: Special Enrollment PeriodsSell More Medicare Plans Online with MedicarefulStay Busy Outside of AEP with Special Enrollment PeriodsThe Beginner’s Guide to D-SNPsThe Medicare Initial Enrollment Period vs. the Medicare Initial Coverage Election PeriodThe Part D SEP Triggers That Can Help You Post-AEPYour Clients May Not Be Automatically Enrolled in Medicare
The latest from Agent Survival Guide:
4 Perks of Partnering with an FMOHow to Handle the Death of a ClientInsights on Medicare Genetic DNA Testing Fraud
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Tuesday Dec 04, 2018
What an FMO Can Do For Your Business ǀ ASG105
Tuesday Dec 04, 2018
Tuesday Dec 04, 2018
Why work with an FMO? What is a Field Marketing Organization? If you've been on the fence about joining an FMO, this can't-miss episode is for you! Read the text version.
Register with Ritter
Mentioned in this Episode:
Agent Survival GuideFour Reasons Why Ritter Should Be Your FMO Insurance AgencyMedicarefulRitter Insurance MarketingRitter’s Online Contracting
Related:
4 No-Good Reasons Why Insurance Agents QuitKeys to Client Retention: Face to Face CommunicationReady to Join an FMO? 10 Things to Consider
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Thursday Sep 13, 2018
How to Make the Most of Life Insurance Awareness Month ǀ ASG086
Thursday Sep 13, 2018
Thursday Sep 13, 2018
Discover how to market life insurance during the month of September — Life Insurance Awareness Month (LIAM). We give you several ways to use the momentum from this national campaign to your advantage. Read the text version.
Download the infographic.
Mentioned in this Episode:
Life Happens 2018 Insurance Barometer StudyLife Happens Branding GuidelinesLife Happens ProRitter Insurance Marketing Fact FinderRitter's Sales TeamSocial Media Marketing for Insurance Agents
Related:
5 Tips to Sell Insurance Over the PhoneHow Medicareful Helps You Sell Ancillary ProductsTech Takeaways for Forward-Thinking Insurance Agents
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Thursday Aug 23, 2018
How Client Retention Boosts Insurance Sales ǀ ASG084
Thursday Aug 23, 2018
Thursday Aug 23, 2018
Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones. Read the text version.
Mentioned in this Episode:
15 Statistics That Should Change The Business World - But Haven'tFive Customer Retention Tips for EntrepreneursLoyalty RewardsSeeing Beyond the Illusion: It's Time You Invest More WiselyWhy Client Retention Should be Your Top Priority
Related:
4 Perks of Being a Part-Time Insurance AgentHow Medicareful Helps You Sell AncillaryHow to Get Your Medicare Enrollment Kits on Time
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Thursday Jul 26, 2018
How to Prepare Like a Pro ǀ ASG078
Thursday Jul 26, 2018
Thursday Jul 26, 2018
Get Ready for AEP with the ASG team. Use these tips for your most successful Annual Enrollment yet. Read the text version.
Mentioned in this Episode:
Do's and Don'ts of Medicare ComplianceMedicarefulRitter Agent RegistrationRitter's Carrier PagesRitter's Certification CenterRitter's Event CalendarRitter's Medicare Quote EngineRitter Referral ProgramRitter's Sales Team
Related:
2019 Medicare Advantage & Part D Certification Info Is HereThe Survivor’s AEP ChecklistWhat is AHIP and Why Do You Need It?
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Thursday Jun 28, 2018
Your Clients May Not Be Automatically Enrolled in Medicare ǀ ASG072
Thursday Jun 28, 2018
Thursday Jun 28, 2018
Prepare your clients for Medicare enrollment. In this episode of the ASG Podcast, we outline the details so you can teach your clients what to expect! Read the text version.
Mentioned in this Episode:
Applying for Medicare OnlyCMS: Enrolling in Medicare Part A & Part BHow to Apply Online for Medicare OnlyShould I Enroll in Medicare When I'm First Eligible?
Related:
4 No-Good Reasons Why Insurance Agents QuitHow to Find New Annuity LeadsThe Latest on 2019 AHIP Certification
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Thursday Apr 26, 2018
Think You Have What It Takes to Be a Great Agent? ǀ ASG057
Thursday Apr 26, 2018
Thursday Apr 26, 2018
Searching for a new sales career? Find out why the insurance industry could be your next best move. Read the text version.
Mentioned in this Episode:
7 Habits of Highly Effective Insurance AgentsRitter's Sales TeamMethods to Boost Your Medicare BusinessSelling Medicare Products – Why It's Definitely Worth Your WhileWhy Taking It Slow is Good for Business
Related:
Getting Started Selling Medicare SupplementsSocial Media Marketing For Insurance AgentsWhat to Know When Replacing Existing Med Supp Plans for ClientsWhen to Recommend Life Insurance Based on Its Tax Advantages
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Thursday Mar 29, 2018
3 Easy Ways to Build Your Insurance Sales Territory ǀ ASG049
Thursday Mar 29, 2018
Thursday Mar 29, 2018
Maximize your reach and grow your selling territory! We outline the best practices to follow. Read the text version.
Mentioned in this Episode:
5 Tips for Creating Your Personal BrandBusiness Dictionary: Affinity MarketingDo's and Don'ts of Medicare ComplianceJoin MedicarefulMedicareful.comRules for Hosting a Compliant Medicare Educational EventRules for Hosting a Compliant Medicare Sales EventWhat is Medicare? – Medicare 101Why Traditional Marketing is Still Effective
Related:
4 Steps to Every Final Expense Sale4 Ways to Keep Your Medicare Business Warm This WinterHow Medicare Helps Your Clients Stay Healthy
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Thursday Mar 22, 2018
7 Powerful Practices for Selling Prescription Drug Plans ǀ ASG047
Thursday Mar 22, 2018
Thursday Mar 22, 2018
Improve your PDP selling strategy. Our best practices help you save time and are easy to implement. Read the text version.
Mentioned in this Episode:
4 basic health insurance terms 96% of Americans don't understandBuilding Client Loyalty: More than Just a PlanExtra Help with Medicare Prescription Drug Plans CostsHow SPAPs and Their SEPs Can Bring You New BusinessMedicare.govMedicare's Extra Help ProgramMedicare's Pharmaceutical Assistance ProgramTo Switch or Not to Switch: Are Medicare Beneficiaries Switching Drug Plans to Save Money?Why are Part D Prescription Drug Plans So Different?
Related:
4 Ways to Keep Your Medicare Business Warm This WinterEvery 'Second' Counts: Why Sell Cancer, Heart Attack and Stroke Insurance?How Medicare Helps Your Clients Stay Healthy
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Tuesday Feb 13, 2018
How Medicare Helps Your Clients Stay Healthy ǀ ASG036
Tuesday Feb 13, 2018
Tuesday Feb 13, 2018
Medicare is about more than just those moments when your clients are sick. Learn more about the health and wellness side of insurance. Read the text version.
Medicareful Living Links
Add ?agent=YOURSLUG to the end of any Medicareful Living link you share, replacing YOURSLUG with your personal agent slug.
Example:
Medicareful Living link: https://living.medicareful.com/superfood-snack-hack-kale
Personalized Medicareful Living link: https://living.medicareful.com/superfood-snack-hack-kale?agent=YOURSLUG
Mentioned in this Episode:
Getting Started Selling Medicare SupplementsInvestopedia: Preventive ServicesMedicare coverage of preventive care servicesMedicareful LivingNew Study: Daily Walk Can Add 7 Years to Your LifeSell More Medicare Plans Online with MedicarefulVaccine Effectiveness - How Well Does the Flu Vaccine Work?Welcome to Medicare preventive visitWhat is a Medicare Wellness Visit?What You Should Know and Do this Flu Season If You Are 65 Years and OlderWhy Seniors Should Avoid Isolation
Related:
4 Steps to Every Final Expense Sale4 Ways to Keep Your Medicare Business Warm This WinterThink You Have What it Takes to Be a Great Agent?
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Thursday Dec 21, 2017
How to Cross-Sell Insurance: The Advisor Approach ǀ ASG021
Thursday Dec 21, 2017
Thursday Dec 21, 2017
Improve your cross-selling technique with the Agent Survival Guide. Discover how the advisor approach can work for you. Read the text version.
Mentioned in this Episode:
Four Ancillary Cross-Sales to Show Clients You Care
Related:
7 Powerful Practices for Selling Prescription Drug PlansThe Increasing Value of Combining Life & LTCTips for Cross-Selling Medicare ProductsTry Cross-Selling Annuities to Fuel Sales
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