Agent Survival Guide Podcast
Compliance
Episodes
Monday Oct 14, 2019
Monday Oct 14, 2019
Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help 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 | ASG164
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 | ASG132
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 | ASG165
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 | ASG166
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!
What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News
Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
The latest from Agent Survival Guide:
How to Host a Successful Medicare Educational Event
Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
Staying Compliant Without Compromising Salesmanship
Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)
Tips on Dealing with a Difficult Client
In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)
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Thursday Oct 10, 2019
Thursday Oct 10, 2019
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.
Read the text version.
Ritter Insurance Marketing Compliance Resources:
Are Your Medicare Marketing Materials Compliant?
Do’s and Don’ts of Medicare Compliance
How to Follow up with Medicare Clients Compliantly
How to Host a Successful Medicare Education Event (Guide)
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What’s New in the 2020 Medicare Communications and Marketing Guidelines?
Mentioned in this episode:
CMS 2019 Medicare Communications and Marketing Guidelines
CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
Learn more about Medicareful or sign up for your own free site!
Register with Ritter Insurance Marketing
The Ritter Platform
What an FMO Can Do for Your Business
What to Know About SOAs in Senior Market Sales
More episodes you’ll like:
Are Your Medicare Marketing Materials Compliant? | ASG121
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.
Do’s and Don’ts of Medicare Compliance | ASG164
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 | ASG132
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 | ASG165
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 | ASG166
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!
What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News
Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
The latest from Agent Survival Guide:
How to Host a Successful Medicare Educational Event
Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
How to Use the New Medicare Plan Finder & FAQs
As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
Tips on Dealing with a Difficult Client
In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)
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Wednesday Oct 09, 2019
Wednesday Oct 09, 2019
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!
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 to Host a Successful Medicare Educational Event
Rules for Hosting a Compliant Medicare Educational Event
What’s New in the 2020 Medicare Communications and Marketing Guidelines
More episodes you’ll like:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
AHIP Test Tips and Tricks for Medicare Certification | ASG163
Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
Do’s and Don’ts of Medicare Compliance | ASG164
Need a recap on Medicare compliance before AEP? We break down 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.
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 Sales Event | ASG165
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!
What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | ASG News
Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
The latest from Agent Survival Guide:
How to Host a Successful Medicare Educational Event
Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
How to Use the New Medicare Plan Finder & FAQs
As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
Staying Compliant Without Compromising Salesmanship
Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)
Subscribe & Follow:
Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher
Connect on social:
Facebook
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Tuesday Oct 08, 2019
Tuesday Oct 08, 2019
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!
Read the text version.
Get Your Guide Today! – How to Host a Successful Medicare Educational Event
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
How to Host a Successful Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
More episodes you’ll like:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
AHIP Test Tips and Tricks for Medicare Certification | ASG163
Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
Do’s and Don’ts of Medicare Compliance | ASG164
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.
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.
What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | ASG News
Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
The latest from Agent Survival Guide:
How to Host a Successful Medicare Educational Event
Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
How to Use the New Medicare Plan Finder & FAQs
As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
Staying Compliant Without Compromising Salesmanship
Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)
Subscribe & Follow:
Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher
Connect on social:
Facebook
Twitter
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Thursday Oct 03, 2019
Thursday Oct 03, 2019
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.
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:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
AHIP Test Tips and Tricks for Medicare Certification | ASG163
Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
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!
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.
What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | ASG News
Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
The latest from Agent Survival Guide:
How to Host a Successful Medicare Educational Event
Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
How to Prepare for AEP Like a Pro
With Annual Enrollment Period quickly approaching, it’s a good idea to make sure you’re fully prepared and ready-to-sell. By following these steps, you’ll be ready by October 15. If you... (read more)
How to Use the New Medicare Plan Finder & FAQs
As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
Subscribe & Follow:
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Tuesday Oct 16, 2018
Tuesday Oct 16, 2018
Have questions about SOAs? Find the answers to your frequently asked questions in this episode all about Scopes of Appointment. We help you stay compliant, whether it’s inside or outside of AEP! Read the text version.
Mentioned in this Episode:
CMS 2019 Medicare Communications and Marketing Guidelines (MCMG)Do's and Don'ts of Medicare ComplianceExciting Changes to the 48-Hour Scope of Appointment RuleMedicarefulRitter New Biz Team Email – bizsupport@@ritterim.comRules for Hosting a Compliant Medicare Sales EventVideo: A Medicare Quoting Tool - Medicareful Walkthrough
Related:
5 Reasons Clients Switch Medicare Plans During AEP5 Tips to Make the Most of AEPHow to Survive AEP: Wellness Tips for Insurance Agents
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Wednesday Oct 18, 2017
Wednesday Oct 18, 2017
We've done the research for you! Use our 9 helpful tips to start writing cleaner applications. Read the text version.
Mentioned in this Episode:
Do's and Don'ts of Medicare ComplianceMedicarefulRitter's Regional MarketersAEP: Annual Enrollment PeriodIEP: Initial Enrollment PeriodSEP: Special Election Period
Related:
Keys to Client Retention: Face-to-Face CommunicationHow to Sell Like Your Client is the RenewalWhat is AHIP and Why Do You Need It?
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