Agent Survival Guide Podcast

Staying Compliant Without Compromising Salesmanship | ASG167

October 10, 2019

 

ASG_Podcast_Episode_Header_Staying_Compliant_Without_Compromising_Salesmanship_167.jpg

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)

 

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

Play this podcast on Podbean App