Agent Survival Guide Podcast
Compliance
Episodes
Friday Apr 14, 2023
CMS’ 2024 MA and Part D Final Rule Changes for Agents
Friday Apr 14, 2023
Friday Apr 14, 2023
CMS published their 2024 Medicare Advantage and Part D Final Rule. This episode of the Agent Survival Guide Podcast has the key takeaways for insurance agents. We'll help you prepare early so you'll be compliant when the rules go into effect for AEP 2024!
Read the text version
Compliance questions? We have answers! Send your questions to our compliance team: complianceofficer@ritterim.com
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/tina-lamoreux-6384b7199/
Resources:
Behind the Scenes of the ASG Podcast Redesign: https://agentsurvivalguide.podbean.com/e/behind-the-scenes-of-the-asg-podcast-redesign/
CMS 2024 MA and Part D Rate Announcement, Medicaid Redeterminations, & the 27th Webby Awards: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-rate-announcement-medicaid-redeterminations-the-27th-webby-awards/
Cultivating Growth in Your Insurance Agency and Life: https://agentsurvivalguide.podbean.com/e/cultivating-growth-in-your-insurance-agency-and-life-monday-motivation/
Empower Your Prospects to Act Before Turning 65: https://agentsurvivalguide.podbean.com/e/empower-your-prospects-to-act-before-turning-65/
Generate Medicare Leads Using Marketing Materials From ShopRitterIM: https://agentsurvivalguide.podbean.com/e/generate-medicare-leads-using-marketing-materials-from-shopritterim/
References:
2024 Medicare Advantage and Part D Final Rule (CMS-4201-F): https://www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f
CMS 2024 Final Rule for Medicare Advantage and Part D: https://public-inspection.federalregister.gov/2023-07115.pdf
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Communications and Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
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
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Friday Jan 13, 2023
Major Compliance Changes Coming to Medicare Advantage & Part D for 2024
Friday Jan 13, 2023
Friday Jan 13, 2023
Get the details on CMS compliance changes coming to Medicare Advantage and Part D in 2024. We highlight the major regulations agents need to know to stay compliant, all in this can't-miss episode!
Read the text version
Medicare compliance questions? Email our Compliance Officer for clarification!
Questions for the podcast? Recommendations for an episode? Email the ASG Podcast!
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/tina-lamoreux-6384b7199/
Resources:
5 Things About CMS’ CY 2024 MA and Part D Proposed Rule: https://agentsurvivalguide.podbean.com/e/5-things-about-cms-cy-2024-ma-and-part-d-proposed-rule-the-friday-five/
All About State Health Insurance Assistance Programs: https://living.medicareful.com/all-about-state-health-insurance-assistance-programs
CMS Compliance Memo & TPMO Frequently Asked Questions: https://agentsurvivalguide.podbean.com/e/cms-compliance-memo-tpmo-frequently-asked-questions-the-friday-five/
Do's and Don'ts of Medicare Compliance: https://www.ritterim.com/blog/dos-and-donts-of-medicare-compliance/
FAQs About the Ritter Platform’s CallVault: https://www.ritterim.com/blog/faqs-about-the-ritter-platforms-callvault/
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://agentsurvivalguide.podbean.com/e/insurance-agents-as-tpmos-what-2023-cms-compliance-regulations-mean-for-you/
NAHU Rebrand, Medicaid Uncoupling, & the State of the Senior Market: https://agentsurvivalguide.podbean.com/e/nahu-rebrand-medicaid-uncoupling-the-state-of-the-senior-market-2023-the-friday-five/
Ritter's State of the Senior Market 2023 Registration: https://www.ritterim.com/sotsm
Updated Medicare Enrollment Rules for 2023: https://agentsurvivalguide.podbean.com/e/updated-medicare-enrollment-rules-for-2023/
References:
Contract Year 2024 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs Proposed Rule: https://www.cms.gov/newsroom/fact-sheets/contract-year-2024-policy-and-technical-changes-medicare-advantage-and-medicare-prescription-drug
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Communications and Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Friday Dec 30, 2022
5 Things About CMS’ CY 2024 MA and Part D Proposed Rule | The Friday Five
Friday Dec 30, 2022
Friday Dec 30, 2022
CMS just released the Contract Year 2024 Medicare Advantage and Medicare Prescription Drug Benefit Programs Proposed Rule. Listen for our initial take on these policy and technical changes and what they mean for independent insurance agents like you!
Register for your FREE RitterIM.com account
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/tina-lamoreux-6384b7199/
References:
Contract Year 2024 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs Proposed Rule (CMS-4201-P): https://www.cms.gov/newsroom/fact-sheets/contract-year-2024-policy-and-technical-changes-medicare-advantage-and-medicare-prescription-drug
CMS releases the 2024 Medicare Advantage Proposed Rule: What it means for Star ratings, prior authorization, and marketing requirements: https://www.risehealth.org/insights-articles/cms-releases-the-2024-medicare-advantage-proposed-rule-what-it-means-for-star-ratings-prior-authorization-and-marketing-requirements
Medicare Program; Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, Medicare Parts A, B, C, and D Overpayment Provisions of the Affordable Care Act and Programs of All-Inclusive Care for the Elderly; Health Information Technology Standards and Implementation Specifications: https://public-inspection.federalregister.gov/2022-26956.pdf
Medicare Program: Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, etc.: https://www.federalregister.gov/public-inspection/2022-26956/medicare-program-contract-year-2024-policy-and-technical-changes-to-the-medicare-advantage-program
Tuesday Nov 01, 2022
What Not to Say During Medicare Educational and Sales Events
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Hosting Medicare Sales and Educational events is a great way to expand your reach to the community. Check out this episode for what you can’t say during these events per CMS and resources to help you stay compliant!
Read the text version
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/tina-lamoreux-6384b7199/
Resources:
Are Your Medicare Marketing Materials Compliant?: https://link.chtbl.com/ASG450
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG473
What Agents Can’t Say During Medicare Sales Appointments: https://link.chtbl.com/ASG472
What to Know About SOAs in Senior Market Sales: https://link.chtbl.com/ASG303
References:
Are Medicare Advantage Plans Cherry Picking Healthier Members?: https://www.fiercehealthcare.com/payer/are-medicare-advantage-plans-cherry-picking-healthier-members
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Tuesday Oct 25, 2022
Rules for Hosting a Compliant Medicare Sales Event
Tuesday Oct 25, 2022
Tuesday Oct 25, 2022
Have you been thinking about hosting a Medicare Sales Event? It’s a great way to grow your business and get to know people in the community! Listen to learn the best practices for hosting a CMS compliant Medicare Sales Event.
Read the text version
Need a resource to compliantly record your Medicare calls? Learn more about CallVault: https://www.ritterim.com/blog/the-ritter-platform-launches-callvault-for-compliant-medicare-sales-call-recording/
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:
3 Ways to Build Your Insurance Sales Territory: https://link.chtbl.com/ASG311
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460
Ritter Docs Carrier Pages: https://docs.ritterim.com/carriers/products/
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG473
References:
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Thursday Oct 20, 2022
Rules for Hosting a Compliant Medicare Educational Event
Thursday Oct 20, 2022
Thursday Oct 20, 2022
Hosting an educational Medicare event is a great way to spread knowledge about healthcare. Whether that’s in-person or virtually, staying CMS compliant should always be at the forefront. Learn the CMS compliance rules for hosting a Medicare Educational event.
Read the text version
Need a resource to compliantly record your Medicare calls? Learn more about CallVault: https://www.ritterim.com/blog/the-ritter-platform-launches-callvault-for-compliant-medicare-sales-call-recording/
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:
Insurance Agents As TPMOS: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460
Navigating Insurance Sales During the Medicare AEP & COVID: https://www.ritterim.com/blog/navigating-insurance-sales-during-the-medicare-aep-covid/
Our Plan to Help Agents Record Calls for Medicare Sales & SOAs: https://www.ritterim.com/blog/our-plan-to-help-agents-record-calls-for-medicare-sales-soas/
References:
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Tuesday Sep 06, 2022
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You
Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
CMS implemented new Third-Party Marketing Organization (TPMO) compliance regulations in their Final Rule for 2023. Get the details on disclaimers and a checklist to help you review your marketing materials (website included!) prior to AEP.
Read the text version
Have compliance questions? Reach out to our compliance team by email: ComplianceOfficer@RitterIM.com
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:
Our Plan to Help Agents Record Calls for Medicare Sales & SOAs: https://www.ritterim.com/blog/our-plan-to-help-agents-record-calls-for-medicare-sales-soas/
What Not to Say During Medicare Educational and Sales Events: https://www.ritterim.com/blog/what-not-to-say-during-medicare-educational-and-sales-events/
References:
CMS Issues New Rule Liming Third-Parties Who Conduct Medicare Advantage Marketing: https://www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Thursday Jul 14, 2022
Google Ad Changes for Health Insurance Advertising Require Certification
Thursday Jul 14, 2022
Thursday Jul 14, 2022
Planning to run Google ads for your insurance business this AEP? Google recently updated their rules so anyone advertising health and medical insurance needs G2 certification. We've got the details you need!
Read the text version
Register for your FREE RitterIM.com account
Mentioned in this episode:
Contact the Team at Ritter Insurance Marketing
Email Verisk Financial G2 at healthinsurancecertification@verisk.comG2 Health Insurance Providers CertificationHealth Insurance Providers Certification Price and States/Locales
More episodes you’ll like:
How to Keep Social Media Professional and Personal SimultaneouslyImportant 2023 AHIP Certification Training Updates You Should KnowTraining Opportunities for Insurance Agents at Ritter
Articles to Share with Your Clients:
Is It Better to Work Out Harder or Longer?The Health Benefits of Omega-3 Fatty AcidsWhat are Medicare I-SNPs?
Ritter Insurance Marketing eBooks & Guides:
How to Host a Successful Medicare Educational EventModern Medicare Marketing for Today’s AgentsSocial Media Marketing for Insurance AgentsThe Complete Guide to Client Loyalty and Retention
The latest from Ritter’s Blog:
The Survivor’s AEP ChecklistIs the ACA Sticking Around Long Term?2023 Medicare Advantage & Part D Certification Info
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Connect on social:
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Wednesday Jul 06, 2022
How to Keep Social Media Professional and Personal Simultaneously
Wednesday Jul 06, 2022
Wednesday Jul 06, 2022
Social media can be a great tool for agents to engage with clients and other businesses. Learn how to stay professional and compliant while also making real connections.
Register for your FREE RitterIM.com account
Mentioned in this episode:
Contact the Team at Ritter Insurance Marketing5 Reasons to Keep Your Personal and Professional Social Media Separate15 Things You Should Never, Ever Share On Social MediaCMS Medicare Communications and Marketing GuidelinesCMS Medicare Advantage Communication RequirementsCMS Part D Communication RequirementsMedicareful LivingSocial Media Marketing eBook for Insurance Agents
Episodes you’ll like:
Agent Apps | Protect Your Privacy: Password Manager AppsHow to Follow Up with Medicare Clients CompliantlyShould Insurance Agents Have Their Own Websites?
Articles to Share with Your Clients:
Are Medicare Part B Giveback Plans Worth It?The Hidden Health Benefits of BowlingTips for Traveling With Your Pet
Ritter Insurance Marketing eBooks & Guides:
Developing an Agency – Your Guide to Getting StartedHow to Host a Successful Medicare Educational EventModern Medicare Marketing for Today’s AgentsSocial Media Marketing for Insurance Agents
The latest from Ritter’s Blog:
5 Myths About Selling ACA Health PlansThe State of the Aca Marketing in 2022Start Selling 5-Star Medicare Advantage Plans All Year
Subscribe & Follow:
Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
Connect on social:
FacebookLinkedInTwitterYouTubeInstagramTikTokSarah’s LinkedInSarah’s Instagram
Tuesday Jul 05, 2022
AEP: Ready to Sell in 5 Steps
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
Prepare for the annual enrollment period with help from our ASG team. Use these steps to get ready to sell and ready to rock AEP 2023!
Read the text version (and download a PDF!)
Register for your FREE RitterIM.com account
Mentioned in this episode:
Contact the Team at Ritter Insurance MarketingAHIP Medicare + Fraud, Waste, and Abuse (MFWA) Training SiteFAQs About NAHU Medicare CertificationNAHU 2023 Medicare Certification TrainingRegister to Attend Ritter Summits! Ritter's Certification CenterThe Latest Available 2023 MA & PDP Carrier CertificationsWhat Is AHIP Certification and How Do I Get It?
More episodes you’ll like:
June 24, 2022 | The Friday Five3 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEPHow to Create a Healthy Balance Between Work and LifePodcast Recommendations for Summer 2022Unretiring and What it Means for Your Medicare Clients featuring Danny Ford
Articles to Share with Your Clients:
Lower 2023 Medicare Part B Premium Could Be on the WayTips for Vacationing with PetsUsing Basil in Your Cooking
Ritter Insurance Marketing eBooks & Guides:
The Complete Guide on How to Sell Medicare Advantage PlansThe Complete Guide on How to Sell Prescription Drug PlansThe Definitive Guide to Getting Leads and Prospecting for Medicare Sales
The latest from Ritter’s Blog:
Join Us at the Summits!Our Plan to Help Agents Record Calls for Medicare Sales & SOAsThe Latest Available 2023 MA & PDP Carrier Certifications
Connect on social:
FacebookLinkedInTwitterYouTubeInstagramTikTokSarah’s LinkedInSarah’s Instagram
Subscribe & Follow:
Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
Tuesday Feb 15, 2022
Tuesday Feb 15, 2022
Do you want to expand your sales portfolio? Learn with easy steps how you can get ACA certified online!
Read the text version
Register for your FREE RitterIM.com account
Mentioned in this episode:
Contact the Team at Ritter Insurance MarketingAB Registration Completion ListAgent and Broker Marketplace Registration TrackerCMS Enterprise PortalFour Reasons Why Ritter Should Be Your FMO Insurance AgencyPlan Year 2022 Health Insurance Marketplace Registan and Training for New Agents and BrokersReturning Agents’ and Brokers’ Guide to Plan Year 2022 Marketplace Registration and Training
More episodes you’ll like:
8 Reasons Why Medicare Agents Should Sell ACA PlansLessons Learned After 400 EpisodesWhy Now is the Time to Start Selling Insurance
Articles to Share with Your Clients:
Do These 3 Most Common Natural Supplements Actually Work?The Mental Health Benefits of ExerciseThe Difference of Cooking with Fresh and Dry Herbs
Ritter Insurance Marketing eBooks & Guides:
Agent Survival Kits: Beginners or ExpertsHow to Host a Successful Medicare Educational EventYour Step-By-Step Guide to Getting Started in Insurance Sales
The latest from Ritter’s Blog:
How Insurance Agents Can Learn About Their Social Media AudienceThe Part D SEP Triggers That Can Help You Post-AEPWhy Young Professionals Should Consider Becoming Insurance Agents
Subscribe & Follow:
Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
Connect on social:
FacebookLinkedInTwitterYouTubeInstagramTikTokSarah’s LinkedInSarah’s Instagram
Thursday Dec 02, 2021
What Are Insurance Agents Responsible for Under HIPAA?
Thursday Dec 02, 2021
Thursday Dec 02, 2021
At the Agent Survival Guide Podcast, we’ll help you stay HIPAA compliant! Find out what you’re responsible for under HIPAA regulations.
Read the text version
Download the PDF
Mentioned in this episode:
HHS Minimum Necessary Requirement
HHS: New rule protects patient privacy, secures health information
HHS Summary of the HIPAA Security Rule
Is Your Agency Ready for a HIPAA Audit?
Why Every Agency Should Work for HIPAA Compliance
More episodes you’ll like:
2022 Medicare Part A & B Premiums and Deductibles
Are Your Medicare Marketing Materials Compliant?
Do’s and Don’ts of Medicare Compliance
Social Media Privacy Tips for Insurance Agents
What Agents Can't Say During Medicare Sales Appointments
Articles to Share with Your Clients:
Here’s What Medicare Costs in 2022
The Value of Family Recipes
What Does It Mean to be a Caregiver?
Ritter Insurance Marketing eBooks & Guides:
Agent Survival Kits: Beginners or Experts
Social Media Marketing for Insurance Agents
The Complete Guide to Client Loyalty and Retention
The latest from Ritter’s Blog:
4 Ways Medicareful Living Can Help Your Sales Strategy
Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies
Offer Clients Cancer Insurance Featuring Coverage For Genomic Sequencing
Subscribe & Follow:
Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher
Connect on social:
Facebook
LinkedIn
Twitter
YouTube
Instagram
Sarah’s LinkedIn
Sarah’s Instagram
Tuesday Sep 14, 2021
Do’s and Don’ts of Medicare Compliance
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
Looking for a refresher on Medicare compliance before AEP? We’ve got you covered with the important Medicare Guideline updates you need to know about, like how the MCMG are now the Medicare Advantage and Part D Communication Requirements. We outline what is and isn’t allowed in this updated episode of the ASG Podcast.
Read the text version.
Learn more about Medicareful
Mentioned in this episode:
Defining the True Value of $0 Premium for Medicare Advantage Plans
Exciting Changes to the 48-Hour Scope of Appointment Rule
Federal Register 101
Federal Register Site
Get Your FREE Medicareful Site!
How to Better Market Yourself
Marketing & Incentives from Ritter Insurance Marketing
Medicare Advantage Communication Requirements
Medicareful Direct Enrollment Site
Part D Communication Requirements
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What to Know About SOAs in Senior Market Sales
More episodes you’ll like:
September 10, 2021 | The Friday Five
Insurance Agents & CMS Compliance | Social Media 101
Rules for Hosting a Compliant Medicare Educational Event
The latest from Ritter’s Blog:
How to Prepare for AEP Like a Pro
Ritter Acquires Executive Resource Insurance Network, Expands in Florida
Why Trust Is an Insurance Agent’s Most Important Non-Renewable Resource
Articles to Share with Your Clients:
Common Behaviors That Can Lead to Cancer
How Do Medicare Agents Make Money?
Quick and Easy Recipes for One
Ritter Insurance Marketing eBooks & Guides:
How to Host a Successful Medicare Educational Event
Modern Medicare Marketing for Today’s Agents
The Complete Guide to Client Loyalty and Retention
Subscribe & Follow:
Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher
Connect on social:
Facebook
LinkedIn
Twitter
YouTube
Instagram
Sarah’s LinkedIn
Sarah’s Instagram
Wednesday Aug 18, 2021
What Are the New Medicare Advantage & Part D Communication Requirements for 2022?
Wednesday Aug 18, 2021
Wednesday Aug 18, 2021
The Medicare Communications and Marketing Guidelines had a rebrand! What’s changed now that they’re the Medicare Advantage and Part D Communication Requirements? What’s staying the same? We’ve got all the details!
Read the text version.
Register for your FREE RitterIM.com account
Mentioned in this episode:
Code of Federal Regulations – Recent Changes
Contact the Team at Ritter Insurance Marketing
complianceofficer@ritterim.com
Federal Register 101
Federal Register Table of Contents
Medicare Advantage Communication Requirements
Part D Communication Requirements
More episodes you’ll like:
5 Real-Life Medicare Sales Scenarios and How to Handle Them
5 MORE Real-Life Medicare Sales Scenarios and How to Handle Them
How to Help Your Clients Get the Most Out of Their Medicare Advantage Plans
Articles to Share with Your Clients:
Is Magnesium Healthy for You?
What are the Medicare Part D Defined Standard Benefits and Alternatives?
When Should I Seek Mental Health Help?
Ritter Insurance Marketing eBooks & Guides:
The Complete Guide on How to Sell Medicare Advantage Plans
The Complete Guide on How to Sell Prescription Drug Plans
The Complete Guide to Client Loyalty and Retention
The latest from Ritter’s Blog:
Join Us at the Summits!
Medicare & Medicaid Compared: How Both Programs Benefit Insurance Agents
2022 Medicare Advantage & Part D Certification Info
Subscribe & Follow:
Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher
Connect on social:
Facebook
LinkedIn
Twitter
YouTube
Instagram
Sarah’s LinkedIn
Sarah’s Instagram
Thursday Feb 04, 2021
What to Know About SOAs in Senior Market Sales
Thursday Feb 04, 2021
Thursday Feb 04, 2021
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.
Reach out to the Ritter New Biz Team
Mentioned in this episode:
CMS 2019 Medicare Communications and Marketing Guidelines (MCMG)
CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
Do’s and Don’ts of Medicare Compliance
Exciting Changes to the 48-Hour Scope of Appointment Rule
See how Medicareful works!
Rules for Hosting a Compliant Medicare Sales Event
More episodes you’ll like:
Does Your Medicare Sales Approach Satisfy Different Budgets?
Your portfolio likely includes different types of insurance for different coverage needs. But what about different financial needs? How do you factor cost into the equation compliantly?
FMO vs. IMO vs. NMO vs. MGA vs. GA – What’s the Difference?
We've got a lot of jargon to keep up with in the insurance industry. In this episode, we're going to unpack the acronyms for the types of individuals and organizations that exist in the industry to help you make your some of your business decisions a whole lot easier.
How to Get Started in Medicare Sales
New to the Medicare insurance industry? Welcome, and congratulations! We packed this episode with all the agent essentials - training, tools, enrollment periods and more! Basically, everything you want to know when starting out!
Articles to Share with Your Clients:
5 Ways to Warm Up Quickly in the Winter
Nobody likes being cold, and sometimes, it can even be dangerous. Beat the cold this winter with a few effective ways to warm up quickly!
Internet Safety Tips for Seniors
The internet can be an entertaining and informative place, but there's also a darker side to it. It's easy to fall prey to scams, identity theft, or bad information. Here are a few internet safety tips so you can protect yourself online.
When Can I Get a COVID-19 Vaccination?
There are many questions surrounding the rollout of the COVID-19 vaccination. When can you get one? Where? Is it safe? We're giving you some answers and resources where you can find additional information!
The latest from Ritter’s Blog:
Best Practices for Writing an Email to Your Insurance Clients
A professional and effective business email takes some thought and care to construct. This is true across all industries — and even for insurance agents writing marketing or follow-up emails to their clients.
How to Be an Adaptable Insurance Agent
In today’s ever-changing world, being adaptable is not only good for business, it’s a necessity. As an insurance agent, you need this skill to keep up with the times and your clients’ unique needs.
How to Take on an Upset Client in the Insurance Industry
At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive one!
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