Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

By Sarah J. Rueppel | Ritter Insurance Marketing | Insurance Agent Tips, Tools & Training

Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight, in... more
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Best of Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

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  1. Number 1: ACA in 2027: CMS Changes, Fraud Prevention & Identity Proofing ft. Arthur Barlow

    Arthur Barlow, CEO and President of Compass Insurance Advisors and Founder of the ACA Health Summit joins Sarah to talk about ACA open enrollment changes for 2027. From CMS efforts to fight fraud in the ACA market to the new identity proofing requirements and high-risk applications, this interview is a must-listen for agents preparing for the ACA Open Enrollment Period. Get Connected: 🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧 Connect with the Ritter Insurance Marketing Sales Team Near You! 📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 💌 Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 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 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/ 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.

    28min
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  2. Number 2: Before You Recruit: Setting Up Your Agency for Success

    Whether you’re starting your own insurance agency or have been at it for awhile, it’s important to make sure you’re not getting in your own way. On this episode of the Agent Survival Guide, we’ll share some key tips that can put you and your agency on the path to success. Read the text version Get Connected: 🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧 Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 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 References: “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. “Register Your Business.” U.S. Small Business Administration, www.sba.gov/business-guide/launch-your-business/register-your-business. Accessed 15 June 2026. “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. 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/ 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.

    17min
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  3. Number 3: More People Working Past Age 65: What It Means for Agents Selling Medicare Plans

    When you picture the typical Medicare client, you most likely picture someone who is enjoying the golden years of retirement. However, there are many people who have aged into Medicare that are still a part of the workforce. In this episode of the Agent Survival Guide Podcast, we help agents like you navigate how to sell plans to clients who are still employed. Read the text version Get Connected: 🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧 Connect with the Ritter Insurance Marketing Sales Team Near You! 💌 Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 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 References: 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/ 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/ 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.

    10min
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  4. Number 4: How to Stay Top of Mind & Build Trust That Drives Growth ft. Bjorn Piltingsrud and Andrew Saksa

    Keeping your clients coming back is crucial to the success of your insurance business. But how often should we reach out to clients? How do we reach out without being annoying? Where do we start? If you’ve ever asked these questions, don’t miss the ASG Podcast interview with Bjorn Piltingsrud and Andrew Saksa from Essential Engine! Resources: Essential Engine Official Website Listen to Marketing MindFuel Reach out to Andrew Saksa at Essential Engine Schedule a Meeting with Mel Binford from Essential Engine References: 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. 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/ 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.

    51min
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  5. Number 5: Escaping the Procrastination Station | Monday Motivation

    Procrastination happens to the best of us… Sarah included! Don’t miss her tips for booking your ticket out of this liminal space and onto the next part of your journey. Get Connected: 🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧 Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail. Recent Episodes: Finding Opportunity Despite Medicare & ACA Market Challenges Real Sales Expectations for Insurance Agents Turning Life Changes into Sales Opportunities 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/ 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.

    13min
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The podcast currently has 1,835 episodes available.