Agent Survival Guide Podcast
Rules for Hosting a Compliant Medicare Sales Event

Rules for Hosting a Compliant Medicare Sales Event

October 22, 2020

 

ASG_Podcast_Episode_Header_Rules_for_Hosting_a_Compliant_Medicare_Sales_Event_273.jpg

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the CMS Medicare Communications and Marketing Guidelines!

 

Read the text version.

 

Mentioned in this episode:

 

3 Easy Ways to Build Your Insurance Sales Territory

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Do’s and Don’ts of Medicare Compliance

How You Can Sell Insurance In Your State During COVID-19

Navigating Insurance Sales During the Medicare AEP & COVID

Rules for Hosting a Compliant Medicare Educational Event

 

More episodes you’ll like:

 

October 16, 2020 | The Friday Five

The Friday Five for October 16, 2020: Medicare Advantage carrier recommendations for 2021, SSA announces COLA for 2021, webinars for insurance agents selling Medicare, ways to quickly relax, and a recap from Apple’s Hi, Speed event.

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.

Insurance Agents & CMS Compliance | Social Media 101

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

Major Changes Coming to the MA & PDP Market for 2021

Get the details on what's new in the Medicare Advantage and Part D industry for 2021! Learn about the improvements coming to these plans and how your clients will benefit from these changes!

Navigating Insurance Sales During the Medicare AEP & COVID

Get the details on what's new in the Medicare Advantage and AEP is coming and COVID-19 is still here. What does that mean for your Medicare sales and commissions this year? Learn how to pivot your sales strategy and adapt your business to sell Medicare Advantage, Med Supp, and Medicare Part D Prescription plans compliantly during AEP and the pandemic. We're here to help you do it!

Rules for Hosting a Compliant Medicare Educational Event

Not sure about hosting a Medicare educational event this year? Get the details to make sure you’re compliant with the CMS Medicare Communications and Marketing Guidelines! We’ve updated this episode to cover how to plan, promote, and present your next event, even amidst the COVID-19 pandemic.

Staying Compliant Without Compromising Salesmanship

If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

 

The latest from Ritter’s Blog:

 

Major Changes Coming to the MA & PDP Market for 2021

Thinking of selling Medicare Advantage and prescription drug plans for 2021? This is the year to give it a try! Here’s why.

Get Your Medicare Advantage Sales Contracts Here – Recommendations for 2021

We’re now entering the AEP season, and there’s still an opportunity to contract with competitive plans in your area through Ritter. Agents can view a map of our available carriers and products in your state. 

How Much Can Insurance Agents Make Selling Medicare?

If you’re considering selling Medicare, you likely want to know how much you can earn from it. We’re covering the basics, including how working with an FMO can affect your commissions, to give you a good idea!

 

Subscribe & Follow:

 

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Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Educational Event

October 21, 2020

 

ASG_Podcast_Episode_Header_Rules_for_Hosting_a_Compliant_Medicare_Educational_Event_272.jpg

Not sure about hosting a Medicare educational event this year? Get the details to make sure you’re compliant with the CMS Medicare Communications and Marketing Guidelines! We’ve updated this episode to cover how to plan, promote, and present your next event, even amidst the COVID-19 pandemic.

 

Read the text version.

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Do’s and Don’ts of Medicare Compliance

Navigating Insurance Sales During the Medicare AEP & COVID

Rules for Hosting a Compliant Medicare Sales Event

 

More episodes you’ll like:

 

October 16, 2020 | The Friday Five

The Friday Five for October 16, 2020: Medicare Advantage carrier recommendations for 2021, SSA announces COLA for 2021, webinars for insurance agents selling Medicare, ways to quickly relax, and a recap from Apple’s Hi, Speed event.

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.

Insurance Agents & CMS Compliance | Social Media 101

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

Major Changes Coming to the MA & PDP Market for 2021

Get the details on what's new in the Medicare Advantage and Part D industry for 2021! Learn about the improvements coming to these plans and how your clients will benefit from these changes!

Navigating Insurance Sales During the Medicare AEP & COVID

Get the details on what's new in the Medicare Advantage and AEP is coming and COVID-19 is still here. What does that mean for your Medicare sales and commissions this year? Learn how to pivot your sales strategy and adapt your business to sell Medicare Advantage, Med Supp, and Medicare Part D Prescription plans compliantly during AEP and the pandemic. We're here to help you do it!

Staying Compliant Without Compromising Salesmanship

If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

 

The latest from Ritter’s Blog:

 

Major Changes Coming to the MA & PDP Market for 2021

Thinking of selling Medicare Advantage and prescription drug plans for 2021? This is the year to give it a try! Here’s why.

Get Your Medicare Advantage Sales Contracts Here – Recommendations for 2021

We’re now entering the AEP season, and there’s still an opportunity to contract with competitive plans in your area through Ritter. Agents can view a map of our available carriers and products in your state. 

How Much Can Insurance Agents Make Selling Medicare?

If you’re considering selling Medicare, you likely want to know how much you can earn from it. We’re covering the basics, including how working with an FMO can affect your commissions, to give you a good idea!

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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Do’s and Don’ts of Medicare Compliance

Do’s and Don’ts of Medicare Compliance

October 20, 2020

 

ASG_Podcast_Episode_Header_dos_and_donts_of_medicare_compliance_271.jpg

Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.

 

Read the text version.

 

Learn more about Medicareful https://www.ritterim.com/agent-tools/medicareful/

 

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

Defining the True Value of $0 Premium for Medicare Advantage Plans

Exciting Changes to the 48-Hour Scope of Appointment Rule

Get Your FREE Medicareful Site!

How to Better Market Yourself

Marketing & Incentives from Ritter Insurance Marketing

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

What’s New in the 2019 Medicare Communications and Marketing Guidelines?

What’s New in the 2020 Medicare Communications and Marketing Guidelines?

What to Know About SOAs in Senior Market Sales

 

More episodes you’ll like:

 

October 16, 2020 | The Friday Five

The Friday Five for October 16, 2020: Medicare Advantage carrier recommendations for 2021, SSA announces COLA for 2021, webinars for insurance agents selling Medicare, ways to quickly relax, and a recap from Apple’s Hi, Speed event.

Are Your Medicare Marketing Materials Compliant?

Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.

Insurance Agents & CMS Compliance | Social Media 101

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

Staying Compliant Without Compromising Salesmanship

If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

Why Go About Your Business in an Ethical Compliant Fashion

Maintaining CMS compliance while selling Medicare is crucial to the success of your insurance business. But why? In this episode, we're answering that question a few different ways as we look at the "why" behind running a compliant insurance agency.

 

The latest from Ritter’s Blog:

 

Major Changes Coming to the MA & PDP Market for 2021

Thinking of selling Medicare Advantage and prescription drug plans for 2021? This is the year to give it a try! Here’s why.

Get Your Medicare Advantage Sales Contracts Here – Recommendations for 2021

We’re now entering the AEP season, and there’s still an opportunity to contract with competitive plans in your area through Ritter. Agents can view a map of our available carriers and products in your state. 

How Much Can Insurance Agents Make Selling Medicare?

If you’re considering selling Medicare, you likely want to know how much you can earn from it. We’re covering the basics, including how working with an FMO can affect your commissions, to give you a good idea!

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

Are Your Medicare Marketing Materials Compliant?

Are Your Medicare Marketing Materials Compliant?

August 13, 2020

 

asg_podcast_episode_header_are_your_medicare_marketing_materials_compliant_252.jpg

Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.

 

Read the text version.

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Ritter’s Certification Center

Social Security Act: Section 1140

 

More episodes you’ll like:

 

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

How to Follow up with Medicare Clients Compliantly

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.

Insurance Agents & CMS Compliance | Social Media 101

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

Rules for Hosting a Compliant Medicare Educational Event

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 

Rules for Hosting a Compliant Medicare Sales Event

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!

Social Media Privacy Tips for Insurance Agents | Social Media 101

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

 

The latest from Ritter’s Blog:

 

5 Tips for Using Medicareful to Sell More Medicare Plans

Medicareful gives agents the potential to double or triple their capacity to safely engage prospects and enroll clients! How can you maximize your site and Medicare sales?

Why Being a Likable Agent Is Good for Your Business

How you present yourself as an agent can make or break your business. You may think, “It doesn’t matter what other people think of me,” which in some ways is true. But when it comes to how people view you professionally, their opinions do matter.

Tips for Becoming a Top-Producing Insurance Agency

Becoming a top producing agency isn’t something that happens overnight. It will take work and maybe a bit of trial and error to see what will work best for your business and sales flow.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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FAQs about AHIP

FAQs about AHIP

June 16, 2020

 

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Have questions about AHIP? We've got answers! In this episode, we answer some frequently asked questions about AHIP certification.

 

Read the text version.

 

Contact the Team at Ritter Insurance Marketing

 

Mentioned in this episode:

 

AHIP Official Website

Ritter Insurance Marketing Official Website

 

 

More episodes you’ll like:

 

4 Perks of Being a Part-Time Insurance Agent

Thinking about joining the ranks of insurance agents selling Medicare for a living? Not really sure if becoming a senior health insurance agent is the right career path for you? We get it! What if you could give it a practice run before giving up your full-time job? In this episode of the ASG Podcast, we discuss the benefits of starting out as a part-time insurance agent.

How to Sell Medicare Advantage Plans – FREE Guide

Get ready to find out what selling Medicare Advantage is all about! Whether you’re already an insurance agent selling Medicare or you’re transitioning to MA sales, we want to help you build your career. Our eBook is packed with information on Medicare Advantage – certification, contracting, sales pitches, cross-selling tips, training, marketing, and more! Wondering who qualifies for MA plans or when you can enroll your clients? We answer those questions, and give you an AEP Ready-to-Sell Checklist, FAQs on AHIP, and info on enrolling clients online with Medicareful.

June 12, 2020 | The Friday Five

The Friday Five for June 12, 2020: The Cost of Treating COVID-19; Coronavirus cases on the rise in Arizona; HHS announces new data reporting protocol for COVID-19; Lemonade files for IPO; and Federal Reserve Announces Interest Rate & Projections

The Survivor’s AEP Checklist

Prepare for AEP with the Agent Survival Guide! The Annual Enrollment Period will be here before we know it! Use our checklist to plan ahead, and you'll be "ready-to-sell" with plenty of time to spare.

What is AHIP and Why Do You Need It?

Learn more about AHIP requirements, how to get certified, and ways to find discounts on AHIP courses.

 

The latest from Ritter’s Blog:

 

How to Check for Your First Looks

The moment when carrier First Looks become available is a very exciting time for insurance agents! It can put a spring in your step and help you get in the mood for the upcoming Annual Enrollment Period!

2021 Maximum Broker Commissions for Medicare Advantage & Medicare Part D

Ritter has everything you need to know about 2021 maximum broker commissions for Medicare Advantage and Medicare Part D initial enrollments. Note: Insurance providers are NOT REQUIRED to pay the maximum commission rate.

Reassuring Clients During Difficult Times

During times of uncertainty, like the COVID-19 pandemic, it is likely that your clients will look to you for reassurance, and answers. Are you prepared to provide the support they are seeking?

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

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Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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