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

  • 4 Steps to Every Final Expense Sale
    Master your final expense sales pitch with these steps. We discuss how to help you bring up the subject of final expense with confidence and convert more prospects into clients.
     
    Read the text version.
     
    Contact Ritter’s Final Expense Team
     
    Register with Ritter
     
    Mentioned in this episode:
     
    2017 Insurance Barometer Study Reveals That Consumers Want Transparent Life Insurance Buying Options
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency
    Learn more about Final Expense with Ritter
    National Funeral Directors Association Statistics
    Ritter’s Fact-Finder
    The Advisor Approach: Cross-Selling by Fact-Finding
    Tips for Cross-Selling Medicare Products
     
    More episodes you’ll like:
     
    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.
    How to Cross-Sell Insurance: The Advisor Approach
    Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.
    Tips for Cross-Selling Medicare Products
    Maximize your business and your profits by cross-selling. We’ve put together a list of tips to help you get started!
     
    The latest from Ritter’s Blog:
     
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant...(read more)
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
    Should You Become a Certified Insurance Counselor?
    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
     
    Subscribe & Follow:
     
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    Connect on social:
     
    Facebook
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    LinkedIn
    11 min
  • 4 Steps to Every Final Expense Sale

     

    Master your final expense sales pitch with these steps. We discuss how to help you bring up the subject of final expense with confidence and convert more prospects into clients.

     

    Read the text version.

     

    Contact Ritter’s Final Expense Team

     

    Register with Ritter

     

    Mentioned in this episode:

     

    2017 Insurance Barometer Study Reveals That Consumers Want Transparent Life Insurance Buying Options

    4 Reasons Why Ritter Should Be Your FMO Insurance Agency

    Learn more about Final Expense with Ritter

    National Funeral Directors Association Statistics

    Ritter’s Fact-Finder

    The Advisor Approach: Cross-Selling by Fact-Finding

    Tips for Cross-Selling Medicare Products

     

    More episodes you’ll like:

     

    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.

    How to Cross-Sell Insurance: The Advisor Approach

    Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.

    Tips for Cross-Selling Medicare Products

    Maximize your business and your profits by cross-selling. We’ve put together a list of tips to help you get started!

     

    The latest from Ritter’s Blog:

     

    Why Go About Your Business in an Ethical, Compliant Fashion?

    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant...(read more)

    The Agent Survival Guide Has a New Home

    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

    Should You Become a Certified Insurance Counselor?

    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts

    Google Podcasts

    Overcast

    Podbean

    Spotify

    Stitcher

     

    Connect on social:

     

    Facebook

    Twitter

    YouTube

    LinkedIn

     

    11 min
  • 4 Steps to Every Final Expense Sale
    Master your final expense sales pitch with these steps. We discuss how to help you bring up the subject of final expense with confidence and convert more prospects into clients.
     
    Read the text version
     
    Contact Ritter’s Final Expense Team
     
    Register with Ritter
     
    Mentioned in this episode:
     
    2017 Insurance Barometer Study Reveals That Consumers Want Transparent Life Insurance Buying Options
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency
    Learn more about Final Expense with Ritter
    National Funeral Directors Association Statistics
    Ritter’s Fact-Finder
    The Advisor Approach: Cross-Selling by Fact-Finding
    Tips for Cross-Selling Medicare Products
     
    More episodes you’ll like:
     
    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.
    How to Cross-Sell Insurance: The Advisor Approach
    Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.
    Tips for Cross-Selling Medicare Products
    Maximize your business and your profits by cross-selling. We’ve put together a list of tips to help you get started!
     
    The latest from Ritter’s Blog:
     
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant...(read more)
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
    Should You Become a Certified Insurance Counselor?
    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    11 min
  • 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.
     
    Read the text version.
     
    Download the infographic.
     
    Mentioned in this episode:
     
    4 Steps to Selling Cancer Insurance
    CDC: Leading Causes of Death
    Cancer Stat Facts: Cancer of Any Site
    Cardiovascular Disease: A Costly Burden for America Projections Through 2035
    Critical Illness Plans: Your Cure for Unhealth Sales
    Facts & Figures 2018: Rate of Deaths From Cancer Continues Decline
    Getting Started Selling Medicare Supplements
    Heart Disease and Stroke Statistics-2019-At-a-Glance
    Heart Disease and Stroke Statistics-2018-At-a-Glance
    Secure a Bigger, Better Business with Ancillary Products
    Why Is Cancer Insurance Worth Selling?
     
    More episodes you’ll like:
     
    February 21, 2020
    The Friday Five for February 21, 2020:  How to Cross-Sell Insurance: The Advisor Approach
    Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.
    Tips for Cross-Selling Medicare Products
    Maximize your business and your profits by cross-selling. We’ve put together a list of tips to help you get started!
     
    The latest from Ritter’s Blog:
     
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant...(read more)
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
    Should You Become a Certified Insurance Counselor?
    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    8 min
  • February 21, 2020 | The Friday Five
    The Friday Five for February 21, 2020:
    Coronavirus & Trade Implications
    Medicare Advantage Enrollment Stats
    The CBO’s Budget and Economic Outlook for 2020 to 2030
    IRS Tax Law Changes for 2020
    Apple Watch Detects Heart Condition
     
    Mentioned in this episode:
     
    Apple Watch alerts 13-year old about a serious, undetected heart condition
    Burger King thinks moldy Whoppers will get you to buy more burgers
    Business Wars Podcast
    Business Wars: McDonald’s vs Burger King – Fastest Burger in the West | 1
    Changes in tax law you should know about this year
    From toys to Teslas, China’s coronavirus disrupts flow of global business
    McDonald’s Shamrock Shake returns with a 50th-anniversary twist
    Medicare Advantage enrollment swells
    Medicare and Medicaid Programs: Contract Year 2021 and 2022 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescriptions Drug Benefit Program, Medicaid Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly
    The Budget and Economic Outlook: 2020 to 2030
    Why Apple’s coronavirus caution is nothing like last year’s China warning: Morning Brief
     
    More episodes you’ll like:
     
    Ready to Join an FMO? 10 Things to Consider
    Thinking about partnering with a field marketing organization? Wondering how you can tell the good from the bad? Our top 10 list outlines what you need to know before you partner with an FMO.
    What Are Insurance Agents Responsible for Under HIPAA?
    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.
    What Is E&O Insurance and Do You Need It?
    You've worked hard to create and grow your insurance business — but how do you protect your investment? Even insurance agents need protection. In this episode, we make the case for errors and omissions (E&O) insurance.
     
    The latest from Ritter's Blog:
     
    The Top 5 Products to Sell During Medicare's Lock-In Period
    Which products should a Medicare sales agent sell outside of the Annual Enrollment Period to keep earning commissions? We’ve got the top five additional plan types that should be a part of an agent’s portfolio...(read more)
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant... (read more)
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    12 min
  • February 21, 2020 | The Friday Five

     

    The Friday Five for February 21, 2020:
    • Coronavirus & Trade Implications
  • Medicare Advantage Enrollment Stats
  • The CBO’s Budget and Economic Outlook for 2020 to 2030
  • IRS Tax Law Changes for 2020
  • Apple Watch Detects Heart Condition
  •  

    Mentioned in this episode:

     

    Apple Watch alerts 13-year old about a serious, undetected heart condition

    Burger King thinks moldy Whoppers will get you to buy more burgers

    Business Wars Podcast

    Business Wars: McDonald’s vs Burger King – Fastest Burger in the West | 1

    Changes in tax law you should know about this year

    From toys to Teslas, China’s coronavirus disrupts flow of global business

    McDonald’s Shamrock Shake returns with a 50th-anniversary twist

    Medicare Advantage enrollment swells

    Medicare and Medicaid Programs: Contract Year 2021 and 2022 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescriptions Drug Benefit Program, Medicaid Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly

    The Budget and Economic Outlook: 2020 to 2030

    Why Apple’s coronavirus caution is nothing like last year’s China warning: Morning Brief

     

    More episodes you’ll like:

     

    Ready to Join an FMO? 10 Things to Consider

    Thinking about partnering with a field marketing organization? Wondering how you can tell the good from the bad? Our top 10 list outlines what you need to know before you partner with an FMO.

    What Are Insurance Agents Responsible for Under HIPAA?

    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.

    What Is E&O Insurance and Do You Need It?

    You've worked hard to create and grow your insurance business — but how do you protect your investment? Even insurance agents need protection. In this episode, we make the case for errors and omissions (E&O) insurance.

     

    The latest from Ritter's Blog:

     

    The Top 5 Products to Sell During Medicare's Lock-In Period

    Which products should a Medicare sales agent sell outside of the Annual Enrollment Period to keep earning commissions? We’ve got the top five additional plan types that should be a part of an agent’s portfolio...(read more)

    Why Go About Your Business in an Ethical, Compliant Fashion?

    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant... (read more)

    The Agent Survival Guide Has a New Home

    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts

    Google Podcasts

    Overcast

    Podbean

    Spotify

    Stitcher

     

    Connect on social:

     

    Facebook

    Twitter

    YouTube

    LinkedIn

     

    12 min
  • February 21, 2020 | The Friday Five

     

    The Friday Five for February 21, 2020:
    • Coronavirus & Trade Implications
  • Medicare Advantage Enrollment Stats
  • The CBO’s Budget and Economic Outlook for 2020 to 2030
  • IRS Tax Law Changes for 2020
  • Apple Watch Detects Heart Condition
  •  

    Mentioned in this episode:

     

    Apple Watch alerts 13-year old about a serious, undetected heart condition


    Burger King thinks moldy Whoppers will get you to buy more burgers


    Business Wars Podcast


    Business Wars: McDonald’s vs Burger King – Fastest Burger in the West | 1


    Changes in tax law you should know about this year


    From toys to Teslas, China’s coronavirus disrupts flow of global business


    McDonald’s Shamrock Shake returns with a 50th-anniversary twist


    Medicare Advantage enrollment swells


    Medicare and Medicaid Programs: Contract Year 2021 and 2022 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescriptions Drug Benefit Program, Medicaid Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly


    The Budget and Economic Outlook: 2020 to 2030


    Why Apple’s coronavirus caution is nothing like last year’s China warning: Morning Brief

     

    More episodes you’ll like:

     

    Ready to Join an FMO? 10 Things to Consider


    Thinking about partnering with a field marketing organization? Wondering how you can tell the good from the bad? Our top 10 list outlines what you need to know before you partner with an FMO.


    What Are Insurance Agents Responsible for Under HIPAA?


    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.


    What Is E&O Insurance and Do You Need It?


    You've worked hard to create and grow your insurance business — but how do you protect your investment? Even insurance agents need protection. In this episode, we make the case for errors and omissions (E&O) insurance.

     

    The latest from Ritter's Blog:

     

    The Top 5 Products to Sell During Medicare's Lock-In Period


    Which products should a Medicare sales agent sell outside of the Annual Enrollment Period to keep earning commissions? We’ve got the top five additional plan types that should be a part of an agent’s portfolio...(read more)


    Why Go About Your Business in an Ethical, Compliant Fashion?


    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant... (read more)


    The Agent Survival Guide Has a New Home


    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    12 min
  • What Is E&O Insurance and Do You Need It?
    You've worked hard to create and grow your insurance business — but how do you protect your investment? Even insurance agents need protection. In this episode, we make the case for errors and omissions (E&O) insurance.
     
    Read the text version.
     
    E&O Insurance for Ritter Agents
     
    Mentioned in this episode:
     
    Errors & Omissions Insurance (E&O)
    FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference?
    Ritter’s E&O Insurance
     
    More episodes you’ll like:
     
    Are Your Medicare Marketing Materials Compliant?
    Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance questions. We'll help you stay on good terms with CMS!
    FAQs About AHIP
    You have questions about AHIP, we've got the answers! Get the facts on this exam, from how much it costs and where to take it, to study tips and discounts.
    What are Insurance Agents Responsible for Under HIPAA?
    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.
     
    The latest from Ritter’s Blog:
     
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
    Should You Become a Certified Insurance Counselor?
    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    6 min
  • What Is E&O Insurance and Do You Need It?

     

    You've worked hard to create and grow your insurance business — but how do you protect your investment? Even insurance agents need protection. In this episode, we make the case for errors and omissions (E&O) insurance.

     

    Read the text version.

     

    E&O Insurance for Ritter Agents

     

    Mentioned in this episode:

     

    Errors & Omissions Insurance (E&O)

    FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference?

    Ritter’s E&O Insurance

     

    More episodes you’ll like:

     

    Are Your Medicare Marketing Materials Compliant?

    Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance questions. We'll help you stay on good terms with CMS!

    FAQs About AHIP

    You have questions about AHIP, we've got the answers! Get the facts on this exam, from how much it costs and where to take it, to study tips and discounts.

    What are Insurance Agents Responsible for Under HIPAA?

    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.

     

    The latest from Ritter’s Blog:

     

    Why Go About Your Business in an Ethical, Compliant Fashion?

    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)

    The Agent Survival Guide Has a New Home

    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

    Should You Become a Certified Insurance Counselor?

    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts

    Google Podcasts

    Overcast

    Podbean

    Spotify

    Stitcher

     

    Connect on social:

     

    Facebook

    Twitter

    YouTube

    LinkedIn

     

    6 min
  • What Is E&O Insurance and Do You Need It?

     

    You've worked hard to create and grow your insurance business — but how do you protect your investment? Even insurance agents need protection. In this episode, we make the case for errors and omissions (E&O) insurance.

     

    Read the text version.

     

    E&O Insurance for Ritter Agents

     

    Mentioned in this episode:

     

    Errors & Omissions Insurance (E&O)


    FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference?


    Ritter’s E&O Insurance

     

    More episodes you’ll like:

     

    Are Your Medicare Marketing Materials Compliant?


    Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance questions. We'll help you stay on good terms with CMS!


    FAQs About AHIP


    You have questions about AHIP, we've got the answers! Get the facts on this exam, from how much it costs and where to take it, to study tips and discounts.


    What are Insurance Agents Responsible for Under HIPAA?


    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.

     

    The latest from Ritter’s Blog:

     

    Why Go About Your Business in an Ethical, Compliant Fashion?


    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)


    The Agent Survival Guide Has a New Home


    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)


    Should You Become a Certified Insurance Counselor?


    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    6 min

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

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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,…

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