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

  • October 30, 2020 | The Friday Five
    The Friday Five for October 30, 2020:
    - New Tax Numbers from IRS for 2021
    - Walmart sues DOJ
    - Facebook, Google, Twitter, and Section 230
    - Securing a Strong Retirement Act of 2020
    - Handling Stress During AEP, COVID-19, and an election cycle
    16 min
  • October 30, 2020 | The Friday Five

     

    The Friday Five for October 30, 2020:
    • New Tax Numbers from IRS for 2021
  • Walmart sues DOJ
  • Facebook, Google, Twitter, and Section 230
  • Securing a Strong Retirement Act of 2020
  • Handling Stress During AEP, COVID-19, and an election cycle
  •  

    Mentioned in this episode:

     

    10 New Tax Number Changes for 2021, for Life and Health Agents


    IRS Revenue Procedure 20-45


    Bud Light’s Ugly Sweater Spiked Seltzer Variety Pack Has Peppermint Pattie And Apple Crisp Flavors


    Democrats and Republicans agree that Section 230 is flawed


    Election Stress Getting To You? 4 Ways To Keep Calm


    Everything Coming to Streaming in November


    Facebook, Google, Twitter CEOs to tell senators changing liability law will destroy how we communicate online


    Facebook, Twitter, Google CEOs Testify to Senate: What To Watch For


    Hallmark’s Countdown to Christmas


    Managing stress using the 4 Rs approach


    New retirement bill has perks for seniors, student loan borrowers


    Securing a Strong Retirement Act of 2020


    Stressed about the election? You’re not alone. How to stay calm ahead of Nov. 3


    Tech hearing live updates: Facebook, Google, Twitter CEOs clash with Congress in pre-election showdown


    Walmart Sues DOJ and DEA Seeking Clarity for Pharmacists in Dispensing Prescription Opioids


    Walmart sues United State government over opioid case

     

    More episodes you’ll like:

     

    October 23, 2020 | The Friday Five


    The Friday Five for October 23, 2020: COLA legislation to up increase for 2021, Purdue Pharma and DOJ reach settlement, DOJ sues Google for antitrust activity, Whole Foods announces 1-hour grocery pickup, and Black Friday 2020.


    Do’s and Don’ts of Medicare Compliance


    Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.


    Major Changes Coming to the MA & PDP Market for 2021


    Get the details on what's new in the Medicare Advantage and Part D industry for 2021! Learn about the improvements coming to these plans and how your clients will benefit from these changes!


    Staying Compliant Without Compromising Salesmanship


    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.


    Why You Need to Make Time for Medicare Training (& Where to Find Great Resources!)


    Gaining knowledge through training is more than just a necessity. It’s a strategy that helps you stand out from your competition and grow your insurance business.

     

    The latest from Ritter’s Blog:

     

    How to Build Rapport Selling Insurance Online Or Over the Phone


    Don’t let social distancing get in the way of your insurance sales! If you’re trying to foster trust with prospects, we’ve got six tips for building rapport over the phone or online, fast.


    Rules for Hosting a Compliant Medicare Educational Event


    While events are often a great way to generate leads, holding Medicare educational events during the COVID pandemic is a legal and ethical grey area. What is allowed at seminars for the 2021 AEP?


    What Does ‘Ready-to-Sell’ Mean for Medicare Agents


    You have to be “ready-to-sell” with carriers before the Annual Enrollment Period if you want to sell Medicare products for the upcoming plan year, but what does it mean to be “ready-to-sell” Medicare plans?

     

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    16 min
  • 4 Steps to Selling Cancer Insurance

     

    Use these steps to sell your next (or first!) cancer insurance policy. Find out how to start the conversation, overcome common objections, and more.

     

    Read the text version.

     

    Mentioned in this episode:

     

    1 in 4 cancer survivors is going broke fighting to stay alive


    4 Tips for Making a Better Insurance Sales Pitch


    Cancer Facts & Figures 2020


    Cost of Cancer Care Reaches Nearly $150B Nationally


    Every ‘Second’ Counts: Why Sell Cancer, Heart Attack and Stroke Insurance?


    Financial toxicity: 1 in 3 cancer patients have to turn to friends or family to pay for care


    High Cost of Cancer Treatment


    Lifetime Risk of Developing or Dying From Cancer


    Risk Factors for Cancer


    Study: Almost half of new cancer patients lose their entire life savings


    Why Client Retention Should be Your Top Priority


    Why Critical Illness Insurance Can Breathe New Life into Your Business


    Why is Cancer Insurance Worth Selling?

     

    More episodes you’ll like:

     

    4 Ancillary Cross-Sales to Show Clients You Care


    Ready to get started cross-selling? What products can you cross-sell with Medicare? Build up your insurance portfolio with our list of must-have ancillary products!


    Every ‘Second’ Counts: Why Sell Cancer, Heart Attack and Stroke Insurance?


    Build a portfolio that shows clients you care. Cancer, heart attack, and stroke insurance plans provide coverage and peace of mind when your clients need it most.


    Learn How to Cross-Sell Ancillary Insurance with Medicare Products


    Ready to boost your Medicare business? Increase your sales commissions and improve client retention at the same time, all without additional certifications. Learn about the power of cross-selling and how you can get started today!


    Secure a Bigger, Better Business with Ancillary Products


    Want to branch out from Medicare Advantage or Medicare Supplement sales? Learn how ancillary products can help you expand your reach and add more value to your portfolio.


    Why is Cancer Insurance Worth Selling?


    How would an unexpected diagnosis affect your clients? Give them peace of mind with coverage that can help ease the stress of cancer treatment.


    Why You Need to Make Time for Medicare Training (& Where to Find Great Resources!)


    Gaining knowledge through training is more than just a necessity. It’s a strategy that helps you stand out from your competition and grow your insurance business.

     

    The latest from Ritter’s Blog:

     

    Major Changes Coming to the MA & PDP Market for 2021


    Thinking of selling Medicare Advantage and prescription drug plans for 2021? Agents and beneficiaries can expect to see six major improvements in several categories associated with the 2021 MA & PDP market: enrollment, affordability, accessibility, value, and plan choice. Keep reading to get all the details!


    Rules for Hosting a Compliant Medicare Educational Event


    While events are often a great way to generate leads, holding Medicare educational events during the COVID pandemic is a legal and ethical grey area. What is allowed at seminars for the 2021 AEP?


    Rules for Hosting a Compliant Medicare Sales Event


    Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events.

     

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    18 min
  • Why You Need to Make Time for Medicare Training (& Where to Find Great Resources!)

     

    Gaining knowledge through training is more than just a necessity. It’s a strategy that helps you stand out from your competition and grow your insurance business.

     

    Read the text version.

     

    Mentioned in this episode:

     

    2021 Medicare Advantage & Part D Certification Info


    Agent Survival Guide Podcast Official Site


    AHIP Online Courses


    AHIP News


    AHIP Research


    AHIP Test Tips and Tricks for Medicare Certification


    Building Client Loyalty: Most than Just a Plan


    Centers for Medicare & Medicaid Services Newsroom


    Centers for Medicare & Medicaid Services Research, Statistics, Data & Systems


    Find Out How Medicareful Works!


    How to Pitch Medicare Medical Savings Accounts (MSAs)


    Learn More About Ritter’s Summits


    Need CE Credits? (AHIP)


    Ritter Insurance Marketing FREE eBooks and Guides


    Ritter’s Event Calendar


    What’s New in the 2020 Medicare Communications and Marketing Guidelines?


    What is AHIP and Why Do You Need It?

     

    More episodes you’ll like:

     

    5 Tips for Selling Medicare Advantage Plans


    Ready to rock your Medicare Advantage sales goals this AEP? Learn five ways you can make this Annual Enrollment Period your most successful yet. Our tips can help you grow your commissions and your book of business.


    Your Clients May Not Be Automatically Enrolled in Medicare


    Will your clients be automatically enrolled in Medicare? Maybe not. There's more to Medicare enrollment than your clients may think. And there are a few factors that they should know about prior to turning 65 or retiring. In this episode of our Agent Survival Guide Podcast, we cover the ins and outs so you can teach your clients what you expect.


    Understanding Medicare Advantage Enrollment Periods


    Medicare Advantage has different enrollment periods than Medicare Supplements. What are the Med Advantage enrollment periods? How and when do your Medicare clients qualify for them? Get the answers to your MA enrollment period questions right now!

     

    The latest from Ritter’s Blog:

     

    How to Prevent Insurance Agent Negligence


    As an insurance agent, you know by now how important it is to remain compliant. While following the Medicare Communications and Marketing Guidelines should be one of your top priorities, there is something else you’ll want to keep on your radar that you may have not yet considered: preventing insurance agent negligence.


    Ritter Acquires Maryland-Based Secure Benefits Alliance


    Ritter Insurance Marketing today announced the purchase of Secure Benefits Alliance (SBA), a Maryland-based health and life benefits agency. In order to expand and strengthen Ritter’s growing footprint, this deal will bring SBA agents into the Ritter fold, providing them with cutting-edge technology and support through Ritter’s service platform.


    How to Keep Your Product Portfolio Fresh


    As an agent in the Medicare insurance industry, you need to stay competitive. An effective way to do this is by routinely examining your portfolio to determine if you’re prepared to work at your full potential.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    9 min
  • October 23, 2020 | The Friday Five
    The Friday Five for October 23, 2020:
    - COLA legislation to up increase for 2021
    - Purdue Pharma and DOJ reach settlement
    - DOJ sues Google for antitrust activity
    - Whole Foods announces 1-hour grocery pickup
    - Black Friday 2020
    10 min

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