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

  • Are Your Medicare Marketing Materials Compliant? ǀ ASG169
    Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help you stay on good terms with CMS!
     
    Read the text version.
     
    Mentioned in this episode:
     
    CMS 2019 Medicare Communications and Marketing Guidelines
    CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
    Ritter’s Certification Center
    Social Security Act: Section 1140
     
    More episodes you’ll like:
     
    Do’s and Don’ts of Medicare Compliance | ASG164
    Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.
    How to Follow up with Medicare Clients Compliantly | ASG132
    Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.
    Insurance Agents & CMS Compliance | Social Media 101
    Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.
    Rules for Hosting a Compliant Medicare Educational Event | ASG165
    If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 
    Rules for Hosting a Compliant Medicare Sales Event | ASG166
    Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!
    Social Media Privacy Tips for Insurance Agents | Social Media 101
    Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!
    What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
     
    The latest from Agent Survival Guide:
     
    How to Host a Successful Medicare Educational Event
    Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
    Staying Compliant Without Compromising Salesmanship
    Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)
    Tips on Dealing with a Difficult Client
    In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    7 min
  • How to Use the New Medicare Plan Finder | ASG168
    It's official! The new Medicare Plan Finder is now live on Medicare.gov. We've got all the info on the changes and how to use it, (including where to find your old prescription drug lists!) as well as answers to agents' frequently asked questions.
     
    Read the text version.
     
    Still have questions? Reach out to our sales team at Ritter Insurance Marketing or call our podcast hotline at 1-717-562-7211.
     
    Email feedback/concerns about new Medicare Plan Finder to [email protected]  
     
    Timecodes for FAQs:
     
    How do you get to the Medicare Plan Finder? [1:49.522]
     
    What updates are coming to the MPF? [4:00.806]
     
    What are the pathways into the New Medicare Plan Finder? [5:21.855]
     
    General FAQs about MyMedicare.gov and the new Medicare Plan Finder [7:25.003]
     
    If my client doesn’t have a Medicare number, are they still able to shop on the new MPF? [7:46.678]
     
    Can we still use Drug ID and Password Dates to access saved drug lists? [8:05.585]
     
    How do you save an anonymous search? [8:47.280]
     
    Is the new MPF be available in Spanish? [9:00.004]
     
    Will Medicare Agents still be able to do any kind of plan comparison for clients? [9:09.784]
     
    When will the old Medicare Plan Finder be unavailable? [9:32.029]
     
    If a beneficiary doesn’t want to set up a MyMedicare.gov account, can they still use the new MPF? [9:43.596]
     
    When performing an anonymous search, will the beneficiary need to go through the “learning screens?” [10:03.983]
     
    What is the purpose of making beneficiaries log in to save their drug lists? [10:14.929]
     
    Where can we send feedback or concerns about the new Medicare Plan Finder? [10:25.040]
     
    Is there still a way to see if a person qualifies for Extra Help? [10:41.793]
     
    Can a user self-enroll in a plan through the MPF? [10:51.518]
     
    Will users have access to their Medicare Summary Notice (MSN) through MyMedicare.gov? [11:00.928]
     
    Will the Medicare Plan Finder show logged-in users what Medigap/Medicare Supplement plan they currently have? [11:23.100]
     
    Will the live chat be available 24/7 during AEP? [11:30.564]
     
    Can a user enroll in a plan without creating an account? [11:47.962]
     
    If the Medicare Plan Finder is not showing the correct Extra Help information, how can agents price the correct information? [11:57.398]
     
    How often is Low Income Subsidy and Extra Help data updated? [12:22.797]
     
    How does the live chat work? [12:31.529]
     
    Is the live chat available for logged-out users? [12:44.857]
     
    FAQs about account creation and logging in on Medicare.gov and the Medicare Plan Finder [12:54.299]
     
    Does the beneficiary need to have an Email address to create an account? [13:04.246]
     
    Once a MyMedicare.gov account is created will the username and password be activated immediately? [13:25.895]
     
    If you try to create a MyMedicare.gov account but already have one, will the system stop you? [13:39.686]
     
    Can two beneficiaries have the same username? [13:58.570]
     
    When a beneficiary sets up an account using the Medicare Plan Finder, will that also create a MyMedicare.gov account at the same time? [14:10.739]
     
    Are there password requirements? [14:29.132]
     
    How often must the password be changed? [14:38.574]
     
    Can you create an account if something doesn’t match what’s on file with CMS, like the MBI or zip code? [14:45.117]
     
    Is the username and password the same for MPF and My Medicare dot gov? [15:06.207]
     
    If you create an account with no email, how do you recover the log-in info? [15:13.143]
     
    If a user forgets their account info, can they create a new one? [15:30.313]
     
    FAQs about prescription drug lists and plan comparisons on the MPF and Medicare.gov [15:41.593]
     
    Will drugs auto-generate for people who did not previously have a MyMedicare.gov account? [15:51.413]
     
    Can users get a side-by-side, detailed plan comparison on one page? [16:18.533]
     
    Can you look for Medigap plans on the Medicare Plan Finder? [16:28.646]
     
    Can you look up provider information for Medicare Advantage plans in the MPF? [16:43.760]
     
    Does the MPF give ratings for Medigap/Medicare Supplement plans? [16:56.102]
     
    Can you see Medigap plans specifically for the user’s area and age? [17.10.809]
     
    Can you compare Medigap/Med Supp plans using the Medicare Plan Finder? [17:30.609]
     
    How would a user edit an existing drug list? [17:43.623]
     
    Will medications auto-generate for users who are under 65 on disability? [18:02.952]
     
    Is there a way to get more information on various services? [18:18.511]
     
    Can users print plan details and comparisons? [18:32.847]
     
    Has the drug list limit been increased? [18:38.242]
     
    Will Part B drug information be included on the MPF? [18:48.441]
     
    How many pharmacies can you choose to price compare? [19:01.078]
     
    Can you find which pharmacies are preferred in Medicare drug plans? [19:09.577]
     
    Are Dual-Eligible Demonstration plans on the MPF? [19:21.470]
     
    Where does the data on Medigap plans come from and how often is it updated? [19:30.037]
     
    Can you enroll in a Medigap/Medicare Supplement plan through the Medicare Plan Finder? [19:44.325]
     
    Mentioned in this episode:
     
    CMS New Medicare Plan Finder page
    CMS Medicare Plan Finder Webinar (Choose Webinar recording - August 16)
    Find Your Old Drug Lists on Medicare.gov
    Top 10 Questions & Answers for those Helping People with Medicare
     
    CMS August Webinar Topic Timecodes:
     
    Client’s MyMedicare.gov account creation [14:38]
    Plan type selection (Original Medicare + Med Supp/PDP or Medicare Advantage) [17:00]
    Drug selection and validation of dosage, packaging, or preferred pharmacies [17:53]
    MAPD plan comparison and filtering [23:13]
    PDP plan comparison and filtering [30:41]
     
    More episodes you’ll like:
     
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
    Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
    Do’s and Don’ts of Medicare Compliance | ASG164
    Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.
    What’s New in the 2020 Medicare Communications and Marketing Guidelines | ASG News
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
     
    The latest from Agent Survival Guide:
     
    How to Host a Successful Medicare Educational Event
    Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
    Staying Compliant Without Compromising Salesmanship
    Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)
    Tips on Dealing with a Difficult Client
    In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    22 min
  • How to Use the New Medicare Plan Finder | ASG168

     

    It's official! The new Medicare Plan Finder is now live on Medicare.gov. We've got all the info on the changes and how to use it, (including where to find your old prescription drug lists!) as well as answers to agents' frequently asked questions.

     

    Read the text version.

     

    Still have questions? Reach out to our sales team at Ritter Insurance Marketing or call our podcast hotline at 1-717-562-7211.

     

    Email feedback/concerns about new Medicare Plan Finder to [email protected]  

     

    Timecodes for FAQs:

     

    How do you get to the Medicare Plan Finder? [1:49.522]

     

    What updates are coming to the MPF? [4:00.806]

     

    What are the pathways into the New Medicare Plan Finder? [5:21.855]

     

    General FAQs about MyMedicare.gov and the new Medicare Plan Finder [7:25.003]

     

    If my client doesn’t have a Medicare number, are they still able to shop on the new MPF? [7:46.678]

     

    Can we still use Drug ID and Password Dates to access saved drug lists? [8:05.585]

     

    How do you save an anonymous search? [8:47.280]

     

    Is the new MPF be available in Spanish? [9:00.004]

     

    Will Medicare Agents still be able to do any kind of plan comparison for clients? [9:09.784]

     

    When will the old Medicare Plan Finder be unavailable? [9:32.029]

     

    If a beneficiary doesn’t want to set up a MyMedicare.gov account, can they still use the new MPF? [9:43.596]

     

    When performing an anonymous search, will the beneficiary need to go through the “learning screens?” [10:03.983]

     

    What is the purpose of making beneficiaries log in to save their drug lists? [10:14.929]

     

    Where can we send feedback or concerns about the new Medicare Plan Finder? [10:25.040]

     

    Is there still a way to see if a person qualifies for Extra Help? [10:41.793]

     

    Can a user self-enroll in a plan through the MPF? [10:51.518]

     

    Will users have access to their Medicare Summary Notice (MSN) through MyMedicare.gov? [11:00.928]

     

    Will the Medicare Plan Finder show logged-in users what Medigap/Medicare Supplement plan they currently have? [11:23.100]

     

    Will the live chat be available 24/7 during AEP? [11:30.564]

     

    Can a user enroll in a plan without creating an account? [11:47.962]

     

    If the Medicare Plan Finder is not showing the correct Extra Help information, how can agents price the correct information? [11:57.398]

     

    How often is Low Income Subsidy and Extra Help data updated? [12:22.797]

     

    How does the live chat work? [12:31.529]

     

    Is the live chat available for logged-out users? [12:44.857]

     

    FAQs about account creation and logging in on Medicare.gov and the Medicare Plan Finder [12:54.299]

     

    Does the beneficiary need to have an Email address to create an account? [13:04.246]

     

    Once a MyMedicare.gov account is created will the username and password be activated immediately? [13:25.895]

     

    If you try to create a MyMedicare.gov account but already have one, will the system stop you? [13:39.686]

     

    Can two beneficiaries have the same username? [13:58.570]

     

    When a beneficiary sets up an account using the Medicare Plan Finder, will that also create a MyMedicare.gov account at the same time? [14:10.739]

     

    Are there password requirements? [14:29.132]

     

    How often must the password be changed? [14:38.574]

     

    Can you create an account if something doesn’t match what’s on file with CMS, like the MBI or zip code? [14:45.117]

     

    Is the username and password the same for MPF and My Medicare dot gov? [15:06.207]

     

    If you create an account with no email, how do you recover the log-in info? [15:13.143]

     

    If a user forgets their account info, can they create a new one? [15:30.313]

     

    FAQs about prescription drug lists and plan comparisons on the MPF and Medicare.gov [15:41.593]

     

    Will drugs auto-generate for people who did not previously have a MyMedicare.gov account? [15:51.413]

     

    Can users get a side-by-side, detailed plan comparison on one page? [16:18.533]

     

    Can you look for Medigap plans on the Medicare Plan Finder? [16:28.646]

     

    Can you look up provider information for Medicare Advantage plans in the MPF? [16:43.760]

     

    Does the MPF give ratings for Medigap/Medicare Supplement plans? [16:56.102]

     

    Can you see Medigap plans specifically for the user’s area and age? [17.10.809]

     

    Can you compare Medigap/Med Supp plans using the Medicare Plan Finder? [17:30.609]

     

    How would a user edit an existing drug list? [17:43.623]

     

    Will medications auto-generate for users who are under 65 on disability? [18:02.952]

     

    Is there a way to get more information on various services? [18:18.511]

     

    Can users print plan details and comparisons? [18:32.847]

     

    Has the drug list limit been increased? [18:38.242]

     

    Will Part B drug information be included on the MPF? [18:48.441]

     

    How many pharmacies can you choose to price compare? [19:01.078]

     

    Can you find which pharmacies are preferred in Medicare drug plans? [19:09.577]

     

    Are Dual-Eligible Demonstration plans on the MPF? [19:21.470]

     

    Where does the data on Medigap plans come from and how often is it updated? [19:30.037]

     

    Can you enroll in a Medigap/Medicare Supplement plan through the Medicare Plan Finder? [19:44.325]

     

    Mentioned in this episode:

     

    CMS New Medicare Plan Finder page


    CMS Medicare Plan Finder Webinar (Choose Webinar recording - August 16)


    Find Your Old Drug Lists on Medicare.gov


    Top 10 Questions & Answers for those Helping People with Medicare

     

    CMS August Webinar Topic Timecodes:

     

    Client’s MyMedicare.gov account creation [14:38]

    Plan type selection (Original Medicare + Med Supp/PDP or Medicare Advantage) [17:00]

    Drug selection and validation of dosage, packaging, or preferred pharmacies [17:53]

    MAPD plan comparison and filtering [23:13]

    PDP plan comparison and filtering [30:41]

     

    More episodes you’ll like:

     

    4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156


    Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!


    Do’s and Don’ts of Medicare Compliance | ASG164


    Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.


    What’s New in the 2020 Medicare Communications and Marketing Guidelines | ASG News


    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

     

    The latest from Agent Survival Guide:

     

    How to Host a Successful Medicare Educational Event


    Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)


    Staying Compliant Without Compromising Salesmanship


    Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)


    Tips on Dealing with a Difficult Client


    In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    22 min
  • Staying Compliant Without Compromising Salesmanship | ASG167
    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.
     
    Read the text version.
     
    Ritter Insurance Marketing Compliance Resources:
     
    Are Your Medicare Marketing Materials Compliant?
    Do’s and Don’ts of Medicare Compliance
    How to Follow up with Medicare Clients Compliantly
    How to Host a Successful Medicare Education Event (Guide)
    Rules for Hosting a Compliant Medicare Educational Event
    Rules for Hosting a Compliant Medicare Sales Event
    What’s New in the 2020 Medicare Communications and Marketing Guidelines?
     
    Mentioned in this episode:
     
    CMS 2019 Medicare Communications and Marketing Guidelines
    CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
    Learn more about Medicareful or sign up for your own free site!
    Register with Ritter Insurance Marketing
    The Ritter Platform
    What an FMO Can Do for Your Business
    What to Know About SOAs in Senior Market Sales
     
    More episodes you’ll like:
     
    Are Your Medicare Marketing Materials Compliant? | ASG121
    Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.
    Do’s and Don’ts of Medicare Compliance | ASG164
    Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.
    How to Follow up with Medicare Clients Compliantly | ASG132
    Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.
    Insurance Agents & CMS Compliance | Social Media 101
    Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.
    Rules for Hosting a Compliant Medicare Educational Event | ASG165
    If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 
    Rules for Hosting a Compliant Medicare Sales Event | ASG166
    Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!
    Social Media Privacy Tips for Insurance Agents | Social Media 101
    Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!
    What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
     
    The latest from Agent Survival Guide:
     
    How to Host a Successful Medicare Educational Event
    Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
    How to Use the New Medicare Plan Finder & FAQs
    As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
    Tips on Dealing with a Difficult Client
    In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    11 min
  • Rules for Hosting a Compliant Medicare Sales Event | ASG166
    Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!
     
    Read the text version.
     
    Mentioned in this episode:
     
    3 Easy Ways to Build Your Insurance Sales Territory
    CMS 2019 Medicare Communications and Marketing Guidelines
    CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
    Do’s and Don’ts of Medicare Compliance
    How to Host a Successful Medicare Educational Event
    Rules for Hosting a Compliant Medicare Educational Event
    What’s New in the 2020 Medicare Communications and Marketing Guidelines
     
    More episodes you’ll like:
     
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
    Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
    AHIP Test Tips and Tricks for Medicare Certification | ASG163
    Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
    Do’s and Don’ts of Medicare Compliance | ASG164
    Need a recap on Medicare compliance before AEP? We break down CMS’ Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.
    Insurance Agents & CMS Compliance | Social Media 101
    Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.
    Rules for Hosting a Compliant Medicare Sales Event | ASG165
    If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 
    What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | ASG News
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
     
    The latest from Agent Survival Guide:
     
    How to Host a Successful Medicare Educational Event
    Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
    How to Use the New Medicare Plan Finder & FAQs
    As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
    Staying Compliant Without Compromising Salesmanship
    Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    15 min
  • Rules for Hosting a Compliant Medicare Educational Event | ASG165
    If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 
     
    Read the text version.
     
    Get Your Guide Today! – How to Host a Successful Medicare Educational Event
     
    Mentioned in this episode:
     
    CMS 2019 Medicare Communications and Marketing Guidelines
    CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
    Do’s and Don’ts of Medicare Compliance
    How to Host a Successful Medicare Educational Event
    Rules for Hosting a Compliant Medicare Sales Event
     
    More episodes you’ll like:
     
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
    Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
    AHIP Test Tips and Tricks for Medicare Certification | ASG163
    Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
    Do’s and Don’ts of Medicare Compliance | ASG164
    Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.
    Insurance Agents & CMS Compliance | Social Media 101
    Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.
    What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | ASG News
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
     
    The latest from Agent Survival Guide:
     
    How to Host a Successful Medicare Educational Event
    Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
    How to Use the New Medicare Plan Finder & FAQs
    As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
    Staying Compliant Without Compromising Salesmanship
    Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)
     
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    10 min
  • Do’s and Don’ts of Medicare Compliance | ASG164
    Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.
     
    Read the text version.
     
    Learn more about Medicareful
    https://www.ritterim.com/agent-tools/medicareful/
     
    Mentioned in this episode:
     
    CMS 2019 Medicare Communications and Marketing Guidelines
    Defining the True Value of $0 Premium for Medicare Advantage Plans
    Exciting Changes to the 48-Hour Scope of Appointment Rule
    Get Your FREE Medicareful Site!
    How to Better Market Yourself
    Marketing & Incentives from Ritter Insurance Marketing
    Rules for Hosting a Compliant Medicare Educational Event
    Rules for Hosting a Compliant Medicare Sales Event
    What’s New in the 2019 Medicare Communications and Marketing Guidelines?
    What’s New in the 2020 Medicare Communications and Marketing Guidelines?
    What to Know About SOAs in Senior Market Sales
     
    More episodes you’ll like:
     
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
    Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
    AHIP Test Tips and Tricks for Medicare Certification | ASG163
    Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
    FAQs About Working with Ritter Insurance Marketing | ASG136
    Have questions about partnering with Ritter Insurance Marketing? Not sure what a field marketing organization is, or how joining one can help your insurance business? Curious about lead programs, CE credits, and other opportunities FMOs like Ritter have to offer? We talk with our sales team to answer common questions about working with FMOs and more!
    Insurance Agents & CMS Compliance | Social Media 101
    Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.
    What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | ASG News
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
     
    The latest from Agent Survival Guide:
     
    How to Host a Successful Medicare Educational Event
    Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)
    How to Prepare for AEP Like a Pro
    With Annual Enrollment Period quickly approaching, it’s a good idea to make sure you’re fully prepared and ready-to-sell. By following these steps, you’ll be ready by October 15. If you... (read more)
    How to Use the New Medicare Plan Finder & FAQs
    As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and understand how to navigate through any updates. Late last month, Medicare.gov... (read more)
     
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    16 min
  • AHIP Test Tips and Tricks for Medicare Certification | ASG163
    Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
     
    Read the text version.
     
    Mentioned in this episode:
     
    5 Ways to Connect a Laptop to a Monitor
    AHIP Medicare Training
    Brain Foods: Snack & Drinks That Make You Smarter
    FAQs About AHIP
    How to Survive AEP: Wellness Tips for Insurance Agents
    Positive thinking: Stop negative self-talk to reduce stress
    Register with Ritter
    Ritter’s Certification Center
    The Benefits of Stress Management
    The Importance of Healthy Hydration
    What is AHIP and Why Do You Need It?
    What is Diffusion?
     
    More episodes you’ll like:
     
    What is AHIP and Why Do You Need It? | ASG001
    Learn more about AHIP requirements, how to get certified, and ways to find discounts on AHIP courses.
    FAQs about AHIP | ASG074
    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.
    Insurance Agents & CMS Compliance | Social Media 101
    Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.
    Social Media Privacy Tips for Insurance Agents | Social Media 101
    Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!
     
    The latest from Agent Survival Guide:
     
    Do’s and Don’ts of Medicare Compliance
    Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. And it’s not just something to consider during... (read more)
    How to Prepare for AEP Like a Pro
    With Annual Enrollment Period quickly approaching, it’s a good idea to make sure you’re fully prepared and ready to sell. By following these steps, you’ll be ready by October 15. If you... (read more)
    What’s New in the 2020 Medicare Communications and Marketing Guidelines?
    Recently, the Centers for Medicare & Medicaid Services released a memo outlining the changes to the Medicare Communications and Marketing Guidelines (MCMG) for the 2020 plan year. Updates may affect... (read more)
     
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    20 min
  • International Podcast Day 2019
    It's International Podcast Day and we're celebrating! This special episode has updates on our favorite podcasts, MORE podcast recommendations, and Sarah talks about how she got into podcasts. You don’t want to miss it!
    26 min
  • International Podcast Day 2019

     

    It's International Podcast Day and we're celebrating! This special episode has updates on our favorite podcasts, MORE podcast recommendations, and Sarah talks about how she got into podcasts. You don’t want to miss it! 🎙🎧🤓 

     

    Mentioned in this episode:

     

    Behind the Scenes of the ASG Podcast | ASG100

     

    Celebrate 100 episodes of the Agent Survival Guide Podcast! In this special episode, we talk about how Agent Survival Guide and the ASG Podcast started, what we’ve got planned for 2019, podcast recommendations from our team, and more! 💯🎉

     

    Podcast Recommendations:

     

    99% Invisible By Roman Mars


    [13:38.428] …takes a look at the origin story of elements of design and architecture that we interact with every day. We kind of take it for granted and don’t always know or appreciate why things are the way they are.


    Blackout By Endeavor Audio | QCode


    [21:13.228] …the all too real story of what could happen when power grids across the nation go down simultaneously. It’s set in a small town in New Hampshire, and we quickly see how that small town tries to adapt to being thrown into this new world of no electricity, no cell phones, no internet.


    Blackwood By Skylark | Wondery


    [10:16.247] …think Blair Witch Project but better, and with audio instead of video. Found recordings documenting the Blackwood Bugman.


    Carrier By QCode


    [19:59.929] …the story of a woman who takes over driving her father’s big rig. She agrees to haul a trailer that’s completely sealed and we join her on that suspenseful journey.


    Deadly Manners By The Paragon Collective


    [6:16.487] Mystery Dinner-style whodunnit podcast featuring Kristen Bell.


    Girl in Space By Sarah Rhea Werner


    [18:19.343] …she’s lived on a ship in outerspace her whole life. She documents her day-to-day in an audio journal. Her existence is possibly threatened by a fleet of ships, the first contact she’s had with other people in a while. Think action, adventure, mutiny, and space cheese!


    King Falls AM By King Falls AM


    [10:00.779] Simulated AM talk show that covers a small town where strange events happen to its even stranger residents. Or is it the other way around?

    Limetown By Two-Up


    [9:14.089] Lia Haddock researches Limetown, a town in Tennessee that makes headlines when its 300 residents vanish.


    Nice Try! By Curbed


    [15:00.477] Avery Trufleman focuses on the people and groups behind the design and the theories they believe in. Each episode of Season 1 follows a distinct failed attempt at designing a utopian society.


    Rabbits By Terry Miles


    [11:42.784] A docudrama about a fictional mysterious game that references video games and pop culture Da Vinci Code style, in audio form.  


    Sandra By Gimlet


    [11:05.284] …the podcast about the AI that’s actually run by real people on the other end.


    The Bridge By The Bridge Podcast


    [22:08.283] …the story takes place in 2016, but it’s not our 2016. There’s something called a trans-continental bridge, which spans over the Atlantic ocean. There are towers close to the bridge that are similar to lighthouses, just for cars rather than ships, and the story follows the inhabitants of Watchtower 10. We learn very quickly that all is not well on the Bridge or in Watchtower 10, several mysterious things have happened and these snippets are relayed through a girl named Etta who uses her traffic reports to tell the folklore of the bridge, stories of the strange events that have happened over the years.


    The Hottest Take By Spotify Studios


    [12:06.643] … a new daily sports podcast from Bill Simmons and company.


    The Six Disappearances of Ella McCray By Zoom Doom Stories


    [17:16.657] …fictional eyewitness accounts of six people who witnessed the disappearance of Ella McCray.


    Welcome to Tinsel Town By Triangle Content


    [15:59.689] …kid-friendly podcast that tells the story of a little girl who makes a wish on a star at Christmas, and the magical adventures that follow as she is transported to Tinsel Town, where it is Christmas Day every day.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


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    Connect on social:

     

    Facebook


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    YouTube


    LinkedIn

     

    26 min

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