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

    Want something to replace scrolling on social media? Tina has some apps to help you be more intentional with your screen time.   Blinkist: https://www.blinkist.com/ Pocket App: https://getpocket.com/home   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 4 Helpful Podcasts for Busy Insurance Agents: https://ritterim.com/blog/4-helpful-podcasts-for-busy-insurance-agents/ Apps to Take on Your Next Road Trip: https://lnk.to/asga77 How to Host a Successful Medicare Educational Event FREE eBook download: https://ritterim.com/documents/the-complete-guide-on-how-to-host-an-educational-event.pdf How Relationship Marketing Can Make the Difference in Your Agency: https://lnk.to/asg642 Why Gen Z is a Good Fit for Selling Insurance: https://lnk.to/ASGgenZblogredirect   References: Blinkist: Best Book Summaries & Audio Book Guides.” Blinkist, https://www.blinkist.com/. Accessed 24 Jan. 2025. Build a Home for Everything That Inte

  Stay compliant while sharing beneficiary data with other TPMOs. We explain the CMS rules for agents obtaining prior express written consent.   Read the text version   Resources: 2025 Medicare Market Disruption Means Opportunity for Agents: https://ritterim.com/follow-medicare-changes/  Contact the Ritter Insurance Marketing Compliance Team by emailing complianceofficer@ritterim.com Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://lnk.to/IO4lRf Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/ TCPA Regulations: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/ What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/ Where It All Begins: Obtaining Permission to Contact for Medicare

  The Friday Five for February 7, 2025: Valentine’s Day Gift Ideas RFK Jr. HHS Nomination Update Apple Announces Invites Tapestry from The IconFactory 2025 Senior Market Symposium   Register for the 2025 Senior Market Symposium!   RFK Jr. HHS Nomination Update: Halleman, Sydney, et al. “RFK Jr. Clears Key Hurdle on Path to HHS Secretary.” Healthcaredive.Com, Healthcare Dive, 4 Feb. 2025, www.healthcaredive.com/news/rfk-jr-clears-key-hurdle-on-path-to-hhs-secretary/739096/. Nix, Jessica. “RFK Jr. Clears Senate Committee, Heads to Full Vote to Lead HHS.” Thinkadvisor.Com, ThinkAdvisor, 4 Feb. 2025, www.thinkadvisor.com/2025/02/04/rfk-jr-clears-senate-committee-heads-to-full-vote-to-lead-hhs/. Diamond, Dan, et al. “RFK Jr. Closes in on HHS Cabinet Post after Senate Panel Vote.” Washingtonpost.Com, Washington Post, 6 Feb. 2025, www.washingtonpost.com/health/2025/02/04/rfk-jr-confirmation-committee-vote-hhs-secretary/. Korecki, Natasha, et al. “Senate Panel Advances RFK Jr.’s Nomination to Be Health Secretary.”

  Sarah and Tina team up in the studio to tackle your questions about PlanEnroll. Learn how to create your site, work with clients, and boost your marketing with this tool!   Read the text version    Get in touch with your Ritter Sales Specialists: 1 800-769-1847 or email ASGpodcast@ritterim.com   Contact Integrity at 888-818-3760 or email support@clients.integrity.com   Resources: 4 Ways PlanEnroll Will Make This Your Best AEP Yet: https://ritterim.com/blog/4-ways-planenroll-will-make-this-your-best-aep-yet/ Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent: https://ritterim.com/blog/get-access-to-exclusive-leads-when-you-become-a-planenroll-network-agent/ How Relationship Marketing Can Make the Difference in Your Agency: https://lnk.to/asg642 Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/ PlanEnroll Lead Program Training: https://trainings.planenroll.com/ Register with Integrity: https://identity.integrity.com/register?client_id=AEPortal Register with Ritter: https:

  Get the details on MedicareCENTER! Join Sarah and Tina for a deep dive into frequently asked agent questions.   Read the text version   Get started with MedicareCENTER: https://identity.integrity.com/register    Resources: 4 Ways PlanEnroll Will Make This Your Best AEP Yet: https://lnk.to/cdV0H1   Contact the Ritter Sales Team: https://ritterim.com/meet-your-sales-team/ FAQs About the Medicare Call Recording Requirements: https://lnk.to/ueDEY0   Integrity Official Site: https://integrity.com/ Integrity On Demand Trainings: https://www.gotostage.com/channel/2f479406ce584483bb89936bf3e03ee7  Integrity Support Email: support@clients.integrity.com Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/ (Don’t forget to choose “Agent Survival Guide” as how you heard about Ritter!) Ritter Events, Training, & Webinar List: https://ritterim.com/events/   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insura

  At a loss for what to post on your business socials? Sarah highlights 5 types of content agents can share on social media – and they’re not all insurance related!   Resources: 5 Marketing Podcasts to Follow: https://lnk.to/asg638  Boost Sales and Productivity with Our Medicare Sales Planner: https://ritterim.com/blog/boost-sales-and-productivity-with-our-medicare-sales-planner How to Create a Healthy Balance Between Work and Life: https://lnk.to/asg643 Learning to Delight in the Limelight ft. Linda Ugelow: https://lnk.to/asg644 Marketing Trends for 2025: https://lnk.to/asg639 Setting SMART Goals in 2025: https://lnk.to/asgf20250103 Stay Organized with the Busy ACA Agent’s Sales Calendar: https://ritterim.com/blog/stay-organized-with-the-busy-aca-agents-sales-calendar/   References: Pierre, Yasmin. “Social Media Holiday Calendar 2025.” Brandwatch.Com, Brandwatch, 5 Dec. 2024, www.brandwatch.com/blog/social-media-holiday-calendar/. “Your Ultimate Social Media Calendar Guide for 2025.” Theblogsocial.Com, The

  Are you a sports fan? You need to check out these apps to stay up to date with your favorite teams! ESPN App: https://www.espn.com/espn/apps/espn Bleacher Report: https://bleacherreport.com/ Apple Sports: https://apps.apple.com/us/app/apple-sports/id6446788829 Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Apps to Take on Your Next Road Trip: https://lnk.to/asga77 How to Find Balance Between Life & Work: https://ritterim.com/blog/how-to-find-balance-between-life-and-work/ Marketing Trends for 2025: https://lnk.to/asg639 Live Webinars & Events with Ritter Insurance Marketing: https://ritterim.com/events/ Ritter Can Help You Stay in Touch with Your Clients: https://ritterim.com/blog/ritter-can-help-you-stay-in-touch-with-your-clients/   References:  “B/R Sports on Max.” Max, https://bleacherreport.com/team-stream-now. Accessed 16 Jan. 2025. Apple. “Apple Sports.” App Store, 21 Feb. 2024, https://apps.apple.com/us

  How unstoppable would you be if you lost the fear of being seen? Linda Ugelow, author of Delight in the Limelight, joins Sarah to talk about how agents can overcome the fear of public speaking, conquer the fear of being on camera, and learn to rightfully bask in the limelight.   Mentioned in this episode: Linda Ugelow Official Website: https://lindaugelow.com/ Listen to Linda’s Podcast: https://lindaugelow.com/ditl-podcast/ Order Your Copy of Delight in the Limelight: https://lindaugelow.com/delight-in-the-limelight/ Read Linda’s Blog From My Mind to Yours: https://lindaugelow.com/blog/   Follow Linda Ugelow on Social Media: Linda on Facebook, https://www.facebook.com/lindaugelowbiz/ Instagram, https://www.instagram.com/lindaugelow/ LinkedIn, https://www.linkedin.com/in/linda-ugelow-61858813/ TikTok, https://www.tiktok.com/@lindaugelow and YouTube, https://www.youtube.com/user/lindaugelow   Resources: Creating Margin & Taking Back Control of Your Time: https://lnk.to/asgmm9 How Relationship Marketing C

  It can be difficult to manage the different aspects of our lives. In this episode, we cover how to recognize and prevent burnout, how to implement personal care, and more.       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:   Get Focused with These Apps: https://lnk.to/asga76   Lessons Learned in 2024: https://lnk.to/asg637   Setting SMART Goals in 2025: https://lnk.to/asgf20250103   Tech Takeaways for Forward-Thinking Insurance: https://ritterim.com/blog/tech-takeaways-for-forward-thinking-insurance-agents/   Why Gen Z is a Good Fit for Selling Insurance: https://lnk.to/asg640     References:   Tartakovsky, Margarita. “7 Reasons You Might Resist Rest and How to Get Mental Rest.” Psych Central, Psych Central, 12 Jan. 2023, https://psychcentral.com/blog/how-to-really-rest.   “America’s Alarming (Lack of) Work-Life Balance.” ELVTR, ELVTR, 14 Oct. 2024, https://elvtr.com/blog/americas-alarming

  The Friday Five for January 24, 2025: Regulatory Freeze TikTok Ban Update Instagram Announces Edits Optimal Ambient Temperature for Seniors 2025 ACA Enrollment Hits All-Time High   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Regulatory Freeze: Isaac, Mike. “Instagram Debuts New Video-Editing App, as TikTok Deals With a Ban.” Nytimes.Com, The New York Times, 19 Jan. 2025, www.nytimes.com/2025/01/19/technology/instagram-video-app-tiktok-ban.html. “Regulatory Freeze Pending Review.” Whitehouse.Gov, The United States Government, 20 Jan. 2025, www.whitehouse.gov/presidential-actions/2025/01/regulatory-freeze-pending-review/. Treisman, Rachel. “Trump Is Signing a Flurry of Executive Orders. Here’s How Those Work.” Npr.Org, NPR, 21 Jan. 2025, www.npr.org/2025/01/21/nx-s1-5269600/trump-executive-actions-orders-memoranda-proclamation.   TikTok Ban Update: “Application of Protecting Americans from Foreign Adversary Controlled Applicatio

  Engage your clients regularly and keep them coming back for more! Rob Oxenford joins Sarah to talk best practices and how switching your focus can be a game-changer for insurance agents.   Mentioned in this episode: AgentMethods Official Website: https://www.agentmethods.com/   Follow AgentMethods on Social! AgentMethods on Facebook, https://www.facebook.com/AgentMethods AgentMethods on LinkedIn, https://www.linkedin.com/company/agentmethods-llc/ AgentMethods on X, https://twitter.com/AgentMethods  AgentMethods on YouTube, https://www.youtube.com/user/AgentMethods   Resources: 5 Marketing Podcasts to Follow: https://lnk.to/asg638 How Client Retention Boosts Insurance Sales: https://lnk.to/evzCML Marketing Trends for 2025: https://lnk.to/asg639 Setting SMART Goals in 2025: https://lnk.to/asgf20250103 Why Client Retention Should Be Your Top Priority: https://lnk.to/NMDqSn   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketi

  The Friday Five for January 17, 2025: TikTok Ban & Popular Alternatives Part D Cost-Sharing Successor Regulation Rules Creditable Coverage Determination MA and Part D Advance Notice   TikTok Ban & Rising Alternatives: “A Possible Tiktok Ban Is Just Days Away. A List of Other Apps Available.” Apnews.Com, AP News, 14 Jan. 2025, apnews.com/article/tiktok-alternative-social-media-platforms-ban-49af1bfd2a1543a09b327544c380f217. Rosenblatt, Kalhan. “Chinese TikTok Alternative RedNote Tops App Charts Ahead of Potential TikTok Ban.” NBCNews.Com, NBCUniversal News Group, 14 Jan. 2025, www.nbcnews.com/tech/social-media/rednote-chinese-tiktok-alternative-tops-app-charts-ahead-ban-rcna187497. Habeshian, Sareen. “Tiktok Ban Timeline: Here’s Where Things Stand.” Axios.Com, Axios, 13 Jan. 2025, www.axios.com/2025/01/13/tiktok-ban-timeline. “TikTok Prepares for US Shutdown from Sunday, Sources Say.” Reuters.Com, Reuters, 15 Jan. 2025, www.reuters.com/technology/tiktok-preparing-us-shut-off-sunday-information-rep

  Rapid disenrollments don't have to happen to you! Learn how better communication can smooth over most Medicare plan disenrollment issues.   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 Ways PlanEnroll Will Make This Your Best AEP Yet: https://lnk.to/cdV0H1   7 Reasons Clients Switch Medicare Plans During AEP: https://lnk.to/ij9pUb   Do's and Don'ts of Medicare Compliance: https://ritterim.com/blog/dos-and-donts-of-medicare-compliance/    Fact-Finder PDF Download: https://ritterim.com/documents/ritter-fact-finder.pdf   Get Your PlanEnroll Site: https://ritterim.com/planenroll/   Helping Clients Navigate Medicare’s Durable Medical Equipment Coverage: https://ritterim.com/blog/helping-clients-navigate-medicares-durable-medical-equipment-coverage/ How Much Money Can Agents Make Selling Ancillary Health Insurance? https://ritterim.com/blog/how-much-money-can-agents-make-selling-ancillary-health-ins

    These apps can save you time and money on your next road trip. Listen to learn more!   PlugShare: https://www.plugshare.com/ GasBuddy: https://www.gasbuddy.com/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Business Podcasts to Follow: https://lnk.to/asg636 Agent Apps | Best Video Editing Apps for Social Media: https://lnk.to/8xfGo0 Tips for Insurance Agents Working on the Road: https://ritterim.com/blog/tips-for-insurance-agents-working-on-the-road/ Why Gen Z is a Good Fit for Selling insurance: https://lnk.to/asg640   References:  “Ev Charging Station Map - Find a Place to Charge.” PlugShare, https://www.plugshare.com/. Accessed 8 Jan. 2025. “Cheapest Gas Station Finder App with Money Saving Benefits.” GasBuddy, https://www.gasbuddy.com/. Accessed 8 Jan. 2025. “Find EV Charging Stations along Your Route - Waze Help.” Google, Google, https://support.google.com/waze/answer/13259753?hl=en. Accessed 8 Jan. 2025.

    January 10, 2025: Sarah’s 2025 Goals Highlights from CES 2025 First HIPAA Update Since 2013 ACA DACA Enrollment Eligibility Update 2025 ACA Enrollment Snapshot #2   Sarah’s 2025 Goals: Cement City: https://www.cementcity.org/   Highlights from CES 2025: Carlson, Jeff. “CES 2025: We’re Obsessed With These 28 New Products So Far.” CNET.Com, CNET, 9 Jan. 2025, www.cnet.com/pictures/ces-2025-were-obsessed-with-these-28-new-products-so-far/. Kastrenakes, Jacob. “CES 2025: All the News, Gadgets, and Surprises.” Theverge.Com, The Verge, 4 Jan. 2025, www.theverge.com/2025/1/4/24307731/ces-2025-tvs-gaming-smart-home-wearables-news. Halliday AI Glasses: https://hallidayglobal.com/products/reservation  Ortiz, Sabrina. “Halliday Just Unveiled the AI Glasses That Meta, Google and Apple Have Been Trying to Build.” ZDNET.Com, ZDNET, 8 Jan. 2025, www.zdnet.com/article/halliday-just-unveiled-the-ai-glasses-that-meta-google-and-apple-have-been-trying-to-build/. Mirumi: https://mirumi.ux-xu.com/ Segway Navimov X3 Series:

  Generation Z is eager for meaningful careers opportunities. Learn why becoming an insurance agent is a great match for Gen Z to utilize their strengths and find success.    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 3 Additional Effective Techniques for Closing Insurance Sales: https://ritterim.com/blog/3-additional-effective-techniques-for-closing-insurance-sales How Much Can Insurance Agents Make Selling Under-65 Insurance? https://pod.fo/e/28aaf7   How Insurance Agents Can Use Stories to Sell Insurance: https://pod.fo/e/28ab07 Instagram Basics for Insurance Agents: https://pod.fo/e/28803f The Insurance Agent’s Guide to Establishing Successful Affinity Partnership FREE eBook Download: https://ritterim.com/insurance-affinity-partnerships/   References: “2023 United States Job Market Trends Report | Joblist.” Joblist, https://www.joblist.com/jobs-reports/2023-trends-united-states-job-market-report/. Accessed 3 Dec. 2

    Affordable Care Act Plans offer 10 essential benefits, but your clients may want to additional coverage for dental, vision, hearing, and more. In this episode, learn 5 tips to determine if supplemental coverage is a good option for 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.   Resources: 2025 ACA Exchange & FFM Certification Info: https://lnk.to/ZvnhS8 4 Steps to Selling Dental, Vision, and Hearing Insurance: https://ritterim.com/blog/4-steps-to-selling-dental-vision-and-hearing-insurance/ Diversify Your Insurance Portfolio & Reap Real Rewards: https://ritterim.com/blog/diversify-your-insurance-portfolio-and-reap-real-rewards/ Everything You Need  to Know About the ACA OEP: https://ritterim.com/blog/everything-you-need-to-know-about-the-aca-oep/ Halfway Through ACA OEP ft. Danica Stover & Olivia Williams: https://lnk.to/asg635 Meet Your Ritter Sales Team: https://ritterim.com/

  Join Sarah as she forecasts marketing trends for 2025 and how those trends apply to insurance agents like you!   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Things from the CMS 2026 MA and Part D Proposed Rule: https://pod.fo/e/28c9d2   How Ask Integrity Can Streamline Your Medicare Sales Appointments: https://pod.fo/e/27a354   Instagram Basics for Insurance Agents: https://pod.fo/e/28803f    References: Jantsch, John. “ 5 Marketing Trends That Will Disrupt 2025 (And How to Stay Ahead).” Ducttapemarketing.Com, Duct Tape Marketing, 4 Dec. 2024, https://ducttapemarketing.com/2025-marketing-trends-how-to-stay-ahead/.   Chaffey, Dave. “10 Actionable Digital Marketing Trends for 2025.” Smartinsights.Com, Smart Insights, 11 Dec. 2024, https://www.smartinsights.com/digital-marketing-strategy/digital-marketing-trends-2025/.   Rand, Stephanie. “10 Key Marketing Trends for the US in 2025.” Askattest.Com, Attest, 30 Oct. 2024,

  Take a moment with Tina as she reflects on the past year. Hear about the lessons she’s learned and the mindset she’s taking into 2025.    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Build Your Brand with Community Involvement: https://ritterim.com/blog/build-your-brand-with-community-involvement/ Creating Margin & Taking Back Control of Your Time: https://pod.fo/e/2870fb  Finding Motivation: https://pod.fo/e/28a23f Top 5 Apps of 2024: https://pod.fo/e/28f3cb   References: “Mind-Body Connection: What Is It and How to Strengthen It.” Calm Blog, Calm Blog, 6 Mar. 2024, https://www.calm.com/blog/mind-body-connection. “Calm Body, Calm Mind - Meditation.” Headspace, https://www.headspace.com/content/meditation/calm-body-calm-mind/8282. Accessed 18 Dec. 2024.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.

  No resolutions, just goals! Join Sarah as she explains how to set SMART goals for your insurance business in 2025.   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Business Podcasts to Follow: https://pod.fo/e/2921db 5 Things from the CMS 2026 MA and Part D Proposed Rule: https://pod.fo/e/28c9d2              Instagram Basics for Insurance Agents: https://pod.fo/e/28803f   References: Alexander, Lucy. “How I Write SMART Goals and Make Them a Reality.” Blog.Hubspot.Com, HubSpot Blog, 26 July 2024, blog.hubspot.com/marketing/how-to-write-a-smart-goal-template. Dan Harris, Ph.D. “How to Make Your SMART Goals Even SMARTER.” Quantumworkplace.Com, Quantum Workplace, www.quantumworkplace.com/podcast/how-to-make-your-smart-goals-even-smarter. Accessed 9 Dec. 2024. “How to Set Goals for 2025.” AFP, Association for Financial Professionals, 20 Nov. 2024, www.afponline.org/training-resources/resources/articles/Details/how-to-set-go