Agent Survival Guide Podcast: Empowering Insurance Agents Selling Medicare, Long-term Care, Life, Annuities, & Final Expense

  Clients with marketplace coverage may not be aware of specific tax forms they need to file. Be an advocate for your clients by helping them understand what steps to take during tax time.   Read the text version    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: How to Assist Clients with Marketplace Household Income Estimations: https://ritterim.com/blog/how-to-assist-clients-with-marketplace-household-income-estimations/ FAQs About Selling On-Exchange & Off-Exchange under-65 Plans: https://ritterim.com/blog/faqs-about-selling-on-exchange-off-exchange-under-65-plans/ Knight School Online Training: https://ritterim.com/knight-school/ Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/ Questions to Ask Clients Shopping for an ACA Plan: https://lnk.to/ZmW0rd The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships FREE eBook Download: https://ritterim.com/insurance-affinity-partnerships/

  Why fit in when you can stand out and really shine? We highlight strategies insurance agents can use to elevate your marketing and set yourself apart in this industry.   Read the text version   Expand Your Insurance Industry Knowledge with Knight School!   Resources: 5 Tips for Creating Your Personal Brand: https://ritterim.com/blog/5-tips-for-creating-your-personal-brand/ Best Practices for Writing an Email to Your Insurance Clients: https://ritterim.com/blog/best-practices-for-writing-an-email-to-your-insurance-clients/   Build Your Brand with Community Involvement: https://ritterim.com/blog/build-your-brand-with-community-involvement/  CMS 2025 Marketplace Integrity & Affordability Proposed Rule: https://lnk.to/asgf20250314 Diversify Your Insurance Portfolio & Reap Real Rewards: https://lnk.to/asg651 How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/ Keys to Client Retention: Face-to-Face Communication: https:

  Want to really understand dual-eligible special needs plans? Get ready to take a deep dive with our explainer! Discover what agents need to know about selling D-SNPs in our newest eBook!   Download Your Free eBook Today! https://ritterim.com/d-snp-guide   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 X, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Not affiliated with or endorsed by Medicare or any gove

  Expand your marketing reach! Find new leads and more with Integrity’s PlanEnroll!     Read the text version        Learn more about becoming a PlanEnroll Network Agent    Resources:   LeadCENTER: https://leads.integrity.com/login  MedicareCENTER: https://integrity.com/medicarecenter/   MedicareCENTER FAQs: https://lnk.to/asg645   PlanEnroll FAQs: https://lnk.to/asg646   PlanEnroll Network Agent Training Registration: https://trainings.planenroll.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 X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance      Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.

Every client has a unique set of needs. In this episode, we’re looking at how to work with clients who have a power of attorney or are under a conservatorship. Listen to learn how these circumstances affect enrollment, and how you can assist the process!    Read the text version     Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/     Elder Abuse Prevention & Resources    Resources: How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/Lw5Dmc   How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C   Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/  Why Are Part D Prescription Drug Plans So Different? https://ritterim.com/blog/why-are-part-d-prescription-drug-plans-so-different/  

  The Friday Five for March 14, 2025: Design Overhaul Coming to Apple OS? Google, Chrome & uBlock Origin Content Marketing Gamification Ritter Roadshows are Back for 2025! CMS 2025 Marketplace Integrity & Affordability Proposed Rule   Design Overhaul Coming to Apple OS? Clark, Adam. “Apple Plans Major Software Overhaul, Says Report. Why the iPhone Maker Needs a Change.” Barrons.Com, Barron’s, 11 Mar. 2025, www.barrons.com/articles/apple-price-stock-iphone-ios-update-10249921. Mehta, Ivan. “Apple’s next Major OS Updates Will Bring the Biggest Design Overhaul in Years.” Techcrunch.Com, TechCrunch, 11 Mar. 2025, techcrunch.com/2025/03/11/apples-next-major-os-updates-will-bring-the-biggest-design-overhaul-in-years/. Jackson, Fiona. “iPhone 17 Leaks Show Off Groundbreaking Designs.” Techrepublic.Com, TechRepublic, 10 Mar. 2025, www.techrepublic.com/article/apple-iphone-17-leaks/. Barr, Kyle. “Your iPhone Home Screen Could Look Entirely Different Very Soon.” Gizmodo.Com, Gizmodo, 11 Mar. 2025, gizmodo.co

  In this episode, Dawn Myers Lastname takes the wheel, chatting with Sarah about upcoming Ritter Roadshows.   Upcoming Events & Webinars for Insurance Agents: Integrity Webinars: https://learningcenter.tawebhost.com/MedicareCENTER-Webinar-Schedule.pdf Ritter Insurance Marketing Events: https://ritterim.com/events/ Registration for Ritter SNP Summit: https://summits.ritterim.com/   Not registered with Ritter? See what our FMO is all about: https://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 X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/

  Don’t fall asleep at the wheel! Robert Rothschild is here to talk Ritter Roadshows and what agents attending can expect.   Upcoming Events & Webinars for Insurance Agents: Integrity Webinars: https://learningcenter.tawebhost.com/MedicareCENTER-Webinar-Schedule.pdf Ritter Insurance Marketing Events: https://ritterim.com/events/ Registration for Ritter SNP Summit: https://summits.ritterim.com/   Not registered with Ritter? See what our FMO is all about: https://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 X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://ww

  Press play to hear the breakdown of the 2026 ACA final rule affects you and your clients!   Read the text version    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/   Resources: 2025 ACA Open Enrollment Hits All-Time High: https://lnk.to/asgf20250124 Agent Requirements for ACA Sales: https://ritterim.com/blog/agent-requirements-for-aca-sales/ Carriers with Ritter Insurance Marketing: https://ritterim.com/products/by-carrier/ FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://ritterim.com/blog/faqs-about-selling-on-exchange-off-exchange-under-65-plans/   How Agents Can Protect Clients from Unauthorized ACA Plan Switching: https://ritterim.com/blog/how-agents-can-protect-clients-from-unauthorized-aca-plan-switching/ How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/Lw5Dmc Meet Your Sales Team:

  Get on track with Damon Logan! We chat about Ritter Roadshows and what agents can expect when they attend.   Upcoming Events & Webinars for Insurance Agents: Integrity Webinars: https://learningcenter.tawebhost.com/MedicareCENTER-Webinar-Schedule.pdf Ritter Insurance Marketing Events: https://ritterim.com/events/ Registration for Ritter SNP Summit: https://summits.ritterim.com/   Not registered with Ritter? See what our FMO is all about: https://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 X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/

  Hit the road with Jason Meyers! We talk about what agents can expect when attending Ritter Roadshows.   Upcoming Events & Webinars for Insurance Agents: Integrity Webinars: https://learningcenter.tawebhost.com/MedicareCENTER-Webinar-Schedule.pdf Ritter Insurance Marketing Events: https://ritterim.com/events/ Registration for Ritter SNP Summit: https://summits.ritterim.com/   Not registered with Ritter? See what our FMO is all about: https://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 X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/ti

  Ready to scale, but not sure where to start? Maximize your reach by building out your sales portfolio! We explain the benefits of a diverse insurance portfolio complete with the “how-to-do-it” framework.   Read the text version   Claim Your FREE Portfolio Review Today!   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/  Are You Self-Sabotaging Your Insurance Sales Success? https://ritterim.com/blog/are-you-self-sabotaging-your-insurance-sales-success/ How Relationship Marketing Can Make the Difference in Your Agency: https://lnk.to/asg642 Interview: Boost Your Commissions with a New Hospital Indemnity Sales Strategy: https://ritterim.com/blog/interview-boost-your-commissions-with-a-new-hospital-indemnity-sales-strategy/  Interview: Relationship Marketing Strategies for Insurance Agents: https://l

  We walk through some compliance practices you should be following during the Medicare Advantage Open Enrollment Period (MA OEP)!   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/   Resources: 2025 Medicare Part D Redesign Updates: https://ritterim.com/blog/2025-medicare-part-d-redesign-updates/ How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C Medicare Advantage Emergency-Related SEPs: https://ritterim.com/blog/medicare-advantage-emergency-related-seps/ Things to Think About Post-AEP: https://ritterim.com/blog/things-to-think-about-post-aep/ The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-2-keeping-in-touch-with-clients/ Why Client Retention Should Be Your Top Priority: https://lnk.to/NMDqSn   References: “Limited Inco

  The Friday Five for February 28, 2025: Budget Reconciliation & Healthcare More iPhone Silent Alarm Issues Adobe Launches Photoshop Mobile Streaming Picks for March 2025 SNP Summit Registration is Live   Register for the Ritter Insurance Marketing SNP Summit!   Budget Reconciliation & Healthcare: Tong, Noah. “House Budget Plan Advances, Paving Way for Major Medicaid Cuts.” Fiercehealthcare.Com, Fierce Healthcare, 26 Feb. 2025, www.fiercehealthcare.com/payers/house-budget-plan-advances-paving-way-major-medicaid-cuts. “Overview of Potential Medicaid Changes in 2025 Budget Reconciliation Bill.” Gih.Org, Grantmakers In Health, 25 Feb. 2025, www.gih.org/publication/issue-focus-overview-of-potential-medicaid-changes-in-2025-budget-reconciliation-bill/. Sanger-katz, Margot, and Alicia Parlapiano. “The House Wants to Pass Trump’s Agenda in One Big Bill. Here’s What’s in It.” Nytimes.Com, The New York Times, 25 Feb. 2025, www.nytimes.com/interactive/2025/02/21/upshot/house-gop-budget-blueprint.html. Wendli

  Keeping your information safe online is vital to protect you and your loved ones. Learn about how these cyber security apps can help guard against bad actors.   Aura: https://www.aura.com/ BitWarden: https://bitwarden.com/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Events & Webinars with Ritter Insurance Marketing: https://ritterim.com/events/ How Relationship Marketing Can Make the Difference in Your Agency: https://lnk.to/asg642 Medicare Supplements Fill the Gaps in Your Portfolio: https://ritterim.com/blog/medicare-supplements-fill-the-gaps-in-your-portfolio/ Learning to Delight in the Limelight ft. Linda Ugelow: https://lnk.to/asg644 The Guide to Making Money Selling Health Insurance FREE eBook: https://ritterim.com/making-money-selling-insurance/ References:  “Best Password Manager for Business, Enterprise & Personal: Bitwarden.” Bitwarden, https://bitwarden.com/. Accessed 28 Jan. 2025. “Intellige

  You might have heard some misconceptions about Dual Eligible Special Needs Plans. In this episode we’re busting those myths and highlighting D-SNPs’ potential!   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Agent’s Guide to Digital Marketing Resources: https://lnk.to/D18qeY Building Client Loyalty: More than Just a Plan: https://ritterim.com/blog/building-client-loyalty-more-than-just-a-plan/ Changes to Medicare in 2025 Affect Dual Eligible Special Needs Plans: https://lnk.to/tj8oG1 Diversify Your Insurance Portfolio & Reap Real Rewards: https://ritterim.com/blog/diversify-your-insurance-portfolio-and-reap-real-rewards/ Get Your Insurance Portfolio Reviewed for FREE: https://ritterim.com/portfolio/ How Relationship Marketing Can Make the Difference in Your Agency: https://lnk.to/asg642 Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/ The Beginner’s Guid

  The Friday Five for February 21, 2025: Golden Birthday Cake Oreos Return Amazon Kindle Update RFK Jr. Confirmed as HHS Secretary ACA Navigator Program Funding Cut Nursing Home Demand Projections   Golden Birthday Cake Oreos Return: Fink, Bailey. “Oreo Is Releasing 2 New Flavors—and Making One Permanent.” Allrecipes.Com, Allrecipes, 18 Feb. 2025, www.allrecipes.com/oreo-new-cookies-february-2025-11680020. Bivins, Kenn. “Oreo Just Brought Back a ‘GOAT’ Flavor That Has Fans ‘Beyond Excited.’” Parade.Com, Parade, 19 Feb. 2025, parade.com/food/oreo-golden-birthday-cake-returns-2025. Robledo, Anthony. “Oreo Reveals New Flavors: Double Chocolate Cakesters and Golden Birthday Cake.” USA Today, Gannett Satellite Information Network, 19 Feb. 2025, www.usatoday.com/story/money/food/2025/02/18/oreo-new-flavors/79126601007/.   Amazon Kindle Update: Liszewski, Andrew. “Amazon’s Killing a Feature That Let You Download and Backup Kindle Books.” Theverge.Com, The Verge, 14 Feb. 2025, www.theverge.com/news/612898/amazon-r

  Medicare Supplement Plans offer many options to cover gaps in your client’s coverage. Learn more about plans K, L, M, and N to help your client find the right one for them.   Read the text version    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 2025 Medicare Part A and Part B Premiums and Deductibles: https://ritterim.com/blog/2025-medicare-part-a-and-part-b-premiums-and-deductibles/ Events & Webinars with Ritter: https://ritterim.com/events/ Get a FREE Portfolio Review: https://ritterim.com/portfolio/ The Value of Plan N for Medicare Shoppers ft. Ted Sims: https://lnk.to/ASGtedsims   References: “Compare Medigap Plan Benefits.” Medicare, Medicare, https://www.medicare.gov/health-drug-plans/medigap/basics/compare-plan-benefits. Accessed 29 Jan. 2025. Freed, Meredith, Nancy Ochieng, et al. “Key Facts about Medigap Enrollment and Premiums for Medicare Beneficiaries.” KFF, KFF, 18 Oct. 2024, https://www.kff.org/medica

  Learn about the value of Dual Eligible Special Needs Plans (D-SNPs) and how to get started selling!   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 4 Myths about Dual Eligible Special Needs Plans (D-SNPs): https://ritterim.com/blog/4-myths-about-dual-eligible-special-needs-plan-d-snp-sales/ Build Your Brand with Community Involvement: https://ritterim.com/blog/build-your-brand-with-community-involvement/ Do’s and Don’ts of Medicare Compliance: https://ritterim.com/blog/dos-and-donts-of-medicare-compliance/ How to Check Medicare Extra Help Eligibility for Your Client: https://lnk.to/asg630b How Selling Insurance Helps Give Back: https://ritterim.com/blog/how-selling-insurance-helps-give-back/ Keys to Client Retention: Digital Communication: https://lnk.to/fEvo5r Rules for Hosting a Compliant Medicare Educational Event: https://ritterim.com/blog/rules-for-hosting-a-compliant-medicare-educational-ev

  The Friday Five for February 14, 2024: Apple iOS 18.3.1 Updates Trend Alert: Smart Ankle Watch? Egg Substitutions for Baking & Protein Healthcare Regulatory Update (of sorts) The Postseason Game Plan   Download Your FREE Copy of The Postseason Game Plan Now!   Apple iOS 18.3.1 Updates: Adorno, José. “IOS 18.3.1 Now Available Ahead of Big Ios 18.4 Upgrade.” Bgr.Com, BGR, 10 Feb. 2025, bgr.com/tech/ios-18-3-1-now-available-ahead-of-big-ios-18-4-upgrade/. Disotto, John-Anthony. “iOS 18.4 Could Be the Biggest iPhone Upgrade Ever – Here’s Why.” TechRadar.Com, TechRadar, 11 Feb. 2025, www.techradar.com/phones/iphone/ios-18-4-could-be-the-biggest-iphone-upgrade-ever-heres-why. Phelan, David. “Apple iOS 18.4 Release Date: The Major iPhone Update Is On Its Way.” Forbes.Com, Forbes Magazine, 8 Feb. 2025, www.forbes.com/sites/davidphelan/2025/02/08/apple-ios-184-release-date-the-major-free-iphone-update-is-on-its-way/. Rossignol, Joe. “iOS 18.4 Will Include These New Features for Your iPhone.” MacRumors.Com, Ma