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Are You Offering Multiple LTC Insurance Options?

Boost Business Selling Hospital Indemnity Insurance

Handling Difficult Clients: Tips for Agents

How Field Agents Can Differentiate from Call Centers

How to Prevent Insurance Agent Negligence

How to Retain Insurance Customers

Medicare Advantage Open Enrollment Do's and Don'ts

Ritter AEP Reflection Sheet

Ritter Follow-Up One Sheet

Ritter Follow-Up Guide

The Complete Guide to Client Loyalty and Retention

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Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

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2027 ACA & Medicare Cost Projections

5 Myths About Selling ACA Health Insurance Plans

Compass Insurance Advisors

MyChart Medicare Kit Scam

New CMS Identity Proofing & Agent Authorization Rules

Register for the ACA Health Summit – Use Code ASG40 to get 40% off your ticket price!

Turning Life Changes into Sales Opportunities

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Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

Opinions expressed by interview guests are their own and not representative of Ritter Insurance Marketing or Integrity. The Agent Survival Guide Podcast is not affiliated with or endorsed by Medicare or any government agency.

So you want to start selling Medicare Advantage plans, but you aren’t sure what kind of clients to look for? No problem. In our newest episode, we break down some of the characteristics of what one of your ideal clients may look like.  

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How to Help Medicare Clients in Poor Health Choose the Right Coverage

Medicare Advantage Trial Rights Explained for Agents

Organization Tips and Tricks for the Medicare Annual Enrollment Period

Stay Busy Outside of AEP With Special Enrollment Periods

The Beginner's Guide to C-SNPs

The Benefits of Selling Medicare Special Needs Plans

Why People Are Choosing Part C Over Original Medicare

Backman, M. (2025, December 1). This is the average social security benefit for 2026. is it enough?. 24/7 Wall St. https://247wallst.com/investing/2025/12/01/this-is-the-average-social-security-benefit-for-2026-is-it-enough/  

Fuglesten Biniek, J., Freed, M., Ochieng, N., & Neuman, T. (2026, February 23). Medicare advantage enrollment grew by about 1 million people, mainly due to special needs plans. KFF. https://www.kff.org/medicare/medicare-advantage-enrollment-grew-by-about-1-million-people-mainly-due-to-special-needs-plans/  

Munnell, A. H., & Margolis, H. S. (2026, February 23). The government is trying to rein in Medicare advantage costs. will it work?. Center for Retirement Research. https://crr.bc.edu/the-government-is-trying-to-rein-in-medicare-advantage-costs-will-it-work/  

National Council on Aging. (2025, December 1). Top 10 chronic conditions affecting older adults. The Top 10 Most Common Chronic Diseases for Older Adults. https://www.ncoa.org/article/the-top-10-most-common-chronic-conditions-in-older-adults/  

National Council on Aging. (2025, September 9). New poverty numbers show more older adults face economic struggle. How Rising Poverty Rates Will Affect Older Adults. https://www.ncoa.org/article/poverty-among-older-adults-keeps-growing/  

Social Security Administration. (2025, October 24). 2026 cost-of-living adjustment (cola) fact sheet. Social Security. https://www.ssa.gov/news/en/cola/factsheets/2026.html  

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Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

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Best Practices for Training Downline Agents

Digital Marketing for Insurance Agents: Our Top Tips to Boost Business

Everything You Get With Your Ritter Registration

How to Recruit Insurance Agents to Your Downline

IntegrityCONNECT

What Insurance License Do You Need? A Guide for Agents

PlanEnroll

“The 5 Best Trademark Services in the USA.” Emanus, 13 Sept. 2025, emanus.com/best-trademark-services-usa/.

O’Reilly, Dennis. “10 Best Accounting Software – Forbes Advisor.” 10 Best Accounting Software, 19 May 2026, www.forbes.com/advisor/business/software/best-accounting-software/.

Ryan, Emma. “Best 5 Website Builders for 2026: My Tried & Tested Picks.” Website Builder Expert, 5 May 2026, www.websitebuilderexpert.com/website-builders/.

Luthi, Ben. “Can You Use a Personal Credit Card to Start a Business? | Credit Cards | U.S. News.” Can You Use a Personal Credit Card to Start a Business?, 26 May 2022, money.usnews.com/credit-cards/articles/can-you-use-a-personal-credit-card-to-start-a-business.

“Choose a Business Structure.” U.S. Small Business Administration, www.sba.gov/business-guide/launch-your-business/choose-business-structure. Accessed 15 June 2026.

“Employer Identification Number.” Internal Revenue Service, www.irs.gov/businesses/employer-identification-number. Accessed 15 June 2026.

“Get an Employer Identification Number.” Internal Revenue Service, www.irs.gov/businesses/small-businesses-self-employed/get-an-employer-identification-number. Accessed 15 June 2026.

“How to Start an Insurance Agency: A Step-by-Step Guide.” Brightway, 23 June 2025, www.brightway.com/news/starting-an-insurance-agency-guide.

“Insurance Licensing Directory.” AgencyEquity, www.agencyequity.com/listing-categories/insurance-licensing-directory. Accessed 15 June 2026.

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“Ritter Agents - Schedule a Demo.” AgentMethods, www.agentmethods.com/ritter-agents/. Accessed 15 June 2026.

“Stanford Guidelines for Web Credibility.” The Web Credibility Project: Guidelines - Stanford University, credibility.stanford.edu/guidelines/index.html. Accessed 15 June 2026.

“Streamlined Insurance Licensing & Compliance Monitoring.” NIPR, nipr.com/. Accessed 15 June 2026.

Gupta, Mayank. “Top Startup Business Consultant Firms for 2026 Success.” CaseBasix, 19 Jan. 2026, www.casebasix.com/pages/top-startup-business-consultant-firms.

Upwork | Hire Top Freelance Talent with Confidence, www.upwork.com/. Accessed 15 June 2026.

USPTO Office of Public Affairs (OPA). United States Patent and Trademark Office, 12 May 2026, www.uspto.gov/.

“What Is a Trademark?” United States Patent and Trademark Office, 30 Nov. 2023, www.uspto.gov/trademarks/basics/what-trademark.

“Write Your Business Plan.” U.S. Small Business Administration, www.sba.gov/business-guide/plan-your-business/write-your-business-plan. Accessed 15 June 2026.

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Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social  

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2027 Medicare Advantage & Part D Certification

Certification Center on Ritter Docs

Corliss, Julie. “Is the BRAT diet the best choice for an upset stomach?” health.harvard.edu, Harvard Health Publishing, 18 Nov. 2025, https://www.health.harvard.edu/digestive-health/is-the-brat-diet-the-best-choice-for-an-upset-stomach.

Kubala, Jillian. “What Is the BRAT Diet for a Stomach Virus or Diarrhea.” Health.Com, Health, 5 June 2026, www.health.com/brat-diet-7253461.

The BRAT diet is no longer recommended after a stomach bug. Ucihealth.org, UCI Health, 13 Aug. 2026, https://www.ucihealth.org/about-us/news/2026/08/brat-diet.

“An Alarming New Study About Brain Injuries in Football, and How States are Paying Millions for Rain.” The Headlines, The New York Times, https://open.spotify.com/episode/10d178oQsbFVWGDAgHRRVc.

Culli, Lindsey. “1 in 10 Medicare Advantage Enrollees Face Forced Disenrollment in 2026.” publichealth.jhu.edu, Johns Hopkins University, 18 Feb. 2026, https://publichealth.jhu.edu/2026/1-in-10-medicare-advantage-enrollees-face-forced-disenrollment-in-2026.

5 Tips to Make the Most of AEP

Minemyer, Paige. “A look inside the expanded partnership between SCAN and Costco.” fiercehealthcare.com, Fierce Healthcare, 21 Aug. 2026, https://www.fiercehealthcare.com/payers/look-inside-expanded-partnership-between-scan-and-costco.

Get Access to IntegrityCONNECT

Request a Portfolio Review from Ritter Insurance Marketing

Hall, Jessica. “Soon you can buy Medicare Advantage plans at Costco. What you need to know.” marketwatch.com, MarketWatch, 21 Aug. 2026, https://www.marketwatch.com/story/soon-you-can-buy-medicare-advantage-plans-at-costco-what-you-need-to-know-34e03242.  

2027 ACA & Medicare Cost Projections

5 More Ways to Generate Medicare Leads

Escaping the Procrastination Station | Monday Motivation

How to Stay Top of Mind & Build Trust That Drives Growth ft. Bjorn Piltingsrud and Andrew Saksa

Turning Life Changes into Sales Opportunities ft. Bobby Nerem & Danica Stover

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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social

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4 Tips for Making a Better Insurance Sales Pitch

5 Perks of Being a Part-Time Insurance Agent

How to Help Clients Avoid Medicare Late Enrollment Penalties

How to Organize a Turning 65 Seminar on a Budget

Your Clients May Not Be Automatically Enrolled in Medicare

https://ritterim.com/blog/2027-nabip-medicare-certification/?utm_source=agent_survival_guide_podcast_link&utm_medium=post_title

The Association for Cleaning & Facility Solutions. (2026, January 12). Seniors Plan to Rejoin the Workforce in 2026. Cleanfax. https://cleanfax.com/seniors-plan-to-rejoin-the-workforce-in-2026

Field Office Locator. Social Security Association. (n.d.). https://www.ssa.gov/locator

Medicare Advocates. (n.d.). Is Employer Health Coverage Always My Best Option?. Health Plan Advocates. https://healthplanadvocates.com/is-employer-coverage-best/

Shuman, T. (2026, February 3). Cities With the Most Working Seniors in 2026. Senior Living. https://www.seniorliving.org/finance/senior-employment-annual-report/

Starting Your Retirement Benefits Early. Social Security Administration. (n.d.). https://www.ssa.gov/benefits/retirement/planner/agereduction.html

U.S. Centers for Medicare and Medicaid Services. (n.d.-a). Avoid late enrollment penalties. Medicare.gov. https://www.medicare.gov/basics/costs/medicare-costs/avoid-penalties

U.S. Centers for Medicare and Medicaid Services. (n.d.-b). When can I buy a Medigap policy?. Medicare.gov. https://www.medicare.gov/health-drug-plans/medigap/ready-to-buy/when

What is the income-related monthly adjusted amount (IRMAA)?. Medicare Resources. (2025, December 2). https://www.medicareresources.org/medicare-eligibility-and-enrollment/what-is-the-income-related-monthly-adjusted-amount-irmaa/

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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

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Lindenfors, Patrik, et al. “‘Dunbar’s Number’ Deconstructed.” Pmc.Ncbi.Nih.Gov, U.S. National Library of Medicine, May 2021, pmc.ncbi.nlm.nih.gov/articles/PMC8103230/.

“Dunbar’s number: Why we can only maintain 150 relationships.” Bbc.com, BBC, https://www.bbc.com/future/article/20191001-dunbars-number-why-we-can-only-maintain-150-relationships, Accessed 2 June 2026.

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Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

Opinions expressed by interview guests are their own and not representative of Ritter Insurance Marketing or Integrity. The Agent Survival Guide Podcast is not affiliated with or endorsed by Medicare or any government agency.

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Finding Opportunity Despite Medicare & ACA Market Challenges

Real Sales Expectations for Insurance Agents

Turning Life Changes into Sales Opportunities

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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

Not affiliated with or endorsed by Medicare or any government agency.

🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  

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💌 Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.

2027 Medicare Advantage & Part D Certification

Certification Center on Ritter Docs

Register to Attend a Ritter Insurance Marketing Summit Near You!

Christoffel, Ryan. “Apple has eight new products to unveil at September event: report.” 9to5mac.com, 9 to 5 Mac, 10 Aug 2026, https://9to5mac.com/2026/08/10/apple-has-eight-new-products-to-unveil-at-september-event-report/.

Bonifield, Stevie. “It looks like Apple’s iPhone 18 really will skip the fall launch this year.” Theverge.com, The Verge, 12 Aug. 2026, https://www.theverge.com/tech/979231/apple-base-iphone-18-launch-delayed.

Clover, Juli. “What’s Coming in September: New iPhones, Apple Watches and More.” Macrumors.com, Mac Rumors, 13 Aug. 2026, https://www.macrumors.com/2026/08/13/apple-september-announcement-rumors/.

Spotify Gets More Personal With Playlist Notes. Newsroom.spotify.com, Spotify For the Record, 17 Aug. 2026, https://newsroom.spotify.com/2026-08-17/playlist-notes-editors-listeners/.

“8 Questions to Shape Your Day with Intention and Focus.” carterfowlercreative.com, Carter Fowler Creative, https://www.carterfowlercreative.com/post/productivity-journal-prompts, Accessed 18 August. 2026.

Sanders, Bryce. “10 Principles of Time Management for Advisors.” Thinkadvisor.com, Think Advisor, 12 Aug. 2026, https://www.thinkadvisor.com/2026/08/12/10-principles-of-time-management-for-advisors/.

“Getting Started with a Bullet Journal.” Beingboss.club, Being Boss, 9 May 2026, https://beingboss.club/articles/getting-started-bullet-journal.

“Why Every Business Leader Should Start Journaling Today.” Yfsmagazine.com, YFS Magazine, 22 Sep. 2025, https://yfsmagazine.com/2025/09/22/business-leader-journaling/.

Bruce, Giles. “7 health systems warn of MyChart ‘Medicare Kit’ scam.” Beckershospitalreview.com, Becker’s Hospital Review, 13 Aug. 2026, https://www.beckershospitalreview.com/healthcare-information-technology/cybersecurity/7-health-systems-warn-of-mychart-medicare-kit-scam/.

“Alert: Beware of Fraudulent MyChart Emails.” Southeasthealth.org, Southeast Health, https://www.southeasthealth.org/alert-beware-of-fraudulent-mychart-emails/, accessed 18 Aug. 2026.

“Cass Health Warns Patients of MyChart Phishing Scam.” Casshealth.org, Cass Health, 10 Aug. 2026, https://www.casshealth.org/2026/08/cass-health-warns-patients-of-mychart-phishing-scam/.

Content Library – Identifying Scams and How to Protect Yourself

“How do I protect myself from MyChart scams and fraud?” mychart.org, MyChart, https://www.mychart.org/l/en-us/help/staying-safe-from-scams-and-fraud/, accessed 17 Aug. 2026.

“MyChart Phishing Scam Warning.” Metrohealth.org, Metro Health, https://www.metrohealth.org/en/mychart/mychart-phishing-scam-warning/, accessed 17 Aug. 2026.

“MyChart Security Alert.” Methodisthealthsystem, Methodist Health System, https://www.methodisthealthsystem.org/mychart-security-alert, accessed 17 Aug. 2026.

Bruce, Giles. “Sentara warns of ‘MyChart Medicare Kit’ scam.” Beckershospitalreview.com, Becker’s Hospital Review, 12 Aug. 2026, https://www.beckershospitalreview.com/healthcare-information-technology/cybersecurity/sentara-warns-of-mychart-medicare-kit-scam/.

Berceau, Trevor. “Staying Safe from Scams and Fraud.” Mychart.org, MyChart, 27 Jul. 2026, https://www.mychart.org/l/en-us/news/staying-safe-from-scams-and-fraud/.

2027 ACA & Medicare Cost Projections

5 More Ways to Generate Medicare Leads

Marketplace Training Resources for Health Insurance Agents

New CMS Identity Proofing & Agent Authorization Rules

Turning Life Changes into Sales Opportunities

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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social

Not affiliated with or endorsed by Medicare or any government agency.

🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 

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Community-Based Marketing for Insurance Agents

Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You

Ritter’s Preferred Partners

Rules for Hosting a Compliant Medicare Educational Event

Shop RitterIM

Dunys, Laurent. “The Complete Guide to Creating a Budget for an Event.” Eventtia, 20 June 2025, www.eventtia.com/the-complete-guide-to-creating-a-budget-for-an-event/.

“Ritter Insurance Marketing - Unforgettable Marketing for Insurance Agents.” Remindermedia, remindermedia.com/ritter-insurance/. Accessed 14 July 2026.

Financial Seminar Services, www.financialseminarservices.com/. Accessed 14 July 2026.

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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

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