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

  • Medicare Supplements Fill the Gaps in Your Portfolio ǀ ASG150
    Does your insurance portfolio have a few holes in it? Fill in those gaps with Medicare Supplement plans! They can give you year-round sales opportunities.
    Read the text version.
    Contact Ritter’s Sales Team
     
    Mentioned in this episode:
     
    Ritter Insurance Marketing Carriers & Products
    Selling Med Supps with Ritter
    Selling Final Expense with Ritter
     
    More episodes you’ll like:
     
    Maximize Your Success Selling Medicare Supplements
    Use these tips to get started selling Med Supps or enhance your existing strategies! Our Medicare Supplement eBook covers everything you need to know; the basics, marketing, lead gen, ideal clients, competitive plans, compliance rules, 2020 changes, and more! Bonus materials include phone scripts, an underwriting flow chart, and plan comparison table!  
    Medicare Supplement Changes Will Introduce Two New Eligibility Groups | ASG119
    Med Supp changes are coming for 2020. Get all the facts about the two new Med Supp eligibility groups here, like what they are, who falls into each group, which plans you can sell to clients in each group, and more, in this can't-miss episode.
    The Hidden Value of Medicare Supplements During AEP | ASG085
    There's more to sell during the Annual Enrollment Period than just Medicare Advantage. Find out why Med Supps make a great addition to your portfolio, whether it's AEP or not.
     
    The latest from Agent Survival Guide:
     
    2020 Medicare Advantage & Part D Certification Info
    Four Reasons Why Ritter Should Be Your FMO Insurance Agency
    Organization Tips and Tricks for AEP
     
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    7 min
  • 5 MORE Real-Life Medicare Sales Scenarios and How to Handle Them | ASG149
    Ready for 5 more challenging insurance sales scenarios and their solutions? Listen to learn how you can handle these potential dilemmas and still close the sale. 
    Read the text version.
    ASK The Agent Survival Guide!
    Get Your Own FREE Medicareful Site
    Meet Our Sales Team – Ritter Insurance Marketing
     
    Mentioned in this episode:
     
    4 Out-of-the-Box Long-Term Care Insurance Solutions
    5 Must-Haves for Every Agent This AEP
    5 Real-Life Medicare Sales Scenarios & How to Handle Them
    Agent Survival Guide: Surviving AEP
    COBRA and Medicare coordination
    Do’s and Don’ts of Medicare Compliance
    Four Ancillary Cross-Sales to Show Clients You Care
    How Medicare coordinates with other coverage
    How to Follow up with Medicare Clients Compliantly
    How to Get Your Medicare Enrollment Kits on Time
    How to Handle the Death of a Client
    How to Prepare for AEP Like a Pro
    How to Sell Final Expense Insurance – The Complete Guide
    How VA Benefits Work with Medicare
    Job-based insurance when you are disabled
    Life Insurance for Each of Life’s Stages
    Methods to Boost Your Medicare Business
    Part B late enrollment penalty
    Ritter Insurance Marketing
    Ritter’s More Than Medicare Team
    Rules for Hosting a Compliant Medicare Educational Event
    Rules for Hosting a Compliant Medicare Sales Event
    Stay Busy Outside of AEP With Special Enrollment Periods
    The Survivor’s AEP Checklist
    TRICARE for Life (TFL) basics
    Two is Better than One: Combining the Power of VA Benefits & Medicare
    Your Clients May Not Be Automatically Enrolled in Medicare
     
    More episodes you’ll like:
     
    5 Real-Life Medicare Sales Scenarios & How to Handle Them | ASG148Just because a client's situation is more challenging, doesn't mean you can't help them get the coverage they need and complete the sale. In this episode, we help you prepare for some of the tougher cases you may encounter out in the field.
    Do’s and Don’ts of Medicare Compliance | ASG005Medicare compliance starts with CMS and the Medicare Communications and Marketing Guidelines. We break down what’s allowed — and what’s not — in this can’t-miss episode. 
    How to Prepare for AEP Like a Pro | ASG078Get ready for AEP with the ASG team. Use these tips for your most successful Annual Enrollment Period yet. 
    Rules for Hosting a Compliant Medicare Educational Event | ASG006Find out what you need to know before hosting a Medicare educational event. The ASG team helps you stay compliant with the CMS Medicare Communications and Marketing Guidelines.
    Rules for Hosting a Compliant Medicare Sales Event | ASG012What do you need to know before planning a Medicare sales event? In this episode, we cover how to stay compliant with the CMS Medicare Communications and Marketing Guidelines.
    The Survivor’s AEP Checklist | ASG002Get ready for the Annual Enrollment Period with the Agent Survival Guide AEP Checklist!
     
    The latest from Agent Survival Guide:
     
    2020 AEP: Ready to Sell in 5 Steps
    2020 Medicare Advantage & Part D Certification Info
    Four Reasons Why Ritter Should Be Your FMO Insurance Agency
     
    Subscribe & Follow:
     
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    11 min
  • 5 Real-Life Medicare Sales Scenarios and How to Handle Them | ASG148
    Just because a client's situation is more challenging, doesn't mean you can't help them get the coverage they need and complete the sale. In this episode, we help you prepare for some of the tougher cases you may encounter out in the field.
    Read the text version.
    Contact Ritter Insurance Marketing
    Meet Our Sales Team
     
    Mentioned in this episode:
     
    4 Steps to Finding the Perfect PDP for Your Client
    4 Tips for Making a Better Insurance Sales Pitch
    9 Tips to Submitting an Error-Free Application
    Extra Help basics
    General Enrollment Period
    How SPAPs and Their SEPs Can Bring You New Business
    How to Save Your Clients Money on Prescription Drugs
    Med Supp Underwriting Fast Facts
    Stay Busy Outside of AEP With Special Enrollment Periods
    The Beginner’s Guide to D-SNPs
    Your Clients May Not Be Automatically Enrolled in Medicare
    Your Rights To Buy A Medigap Policy
     
    More episodes you’ll like:
     
    4 Tips for Making a Better Insurance Sales Pitch | ASG091Need to know how to make an insurance sales pitch? Want to learn how to improve your selling skills? In this episode, we outline four game-changing sales presentation tips for insurance agents.
     
    9 Tips to Submitting an Error-Free Application | ASG003We’ve done the research for you! Use our 9 helpful tips to start writing cleaner applications.
     
    How to Save Your Clients Money on Prescription Drugs | ASG066Master the art of selling Part D prescription drug plans. Use these tips the next time you’re pitching PDPs.
     
    Your Clients May Not Be Automatically Enrolled in Medicare | ASG072Prepare your clients for Medicare enrollment. In this episode of the ASG Podcast, we outline the details so you can teach your clients what to expect!
     
    The latest from Agent Survival Guide:
     
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency
    5 MORE Real-Life Medicare Sales Scenarios & How to Handle Them
    2020 AEP: Ready to Sell in 5 Steps
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
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    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    10 min
  • Writing Tweets | Social Media 101
    Can you name the six different types of tweets? The Agent Survival Guide team helps you master the art of the Tweet. Listen to learn more, including how to write each kind of tweet!
     
    The ASG Team’s 6 Formats for Writing Tweets:
     
    Shared Content Tweet
    [INSERT ARTICLE TITLE] https://www.URL.com via @TwitterHandle #hashtag
    Example: 5 simple ways to use email to build relationships and grow sales https://www.thinkadvisor.com/2016/05/27/5-simple-ways-to-use-email-to-build-relationships via @ThinkAdvisor #marketing #insurance
     
     
    Shared Content with Commentary Tweet
    [INSERT YOUR OPINION] https://www.URL.com via @TwitterHandle #hashtag
    Example: With Med Supp enrollment on the rise, now's the time to broaden your portfolio. Here's why. https://agentsurvivalguide.com/medicare-supplements-fill-the-gaps-in-your-portfolio via @RitterIM #Medicare #RitterASG
     
     
    Retweet with Commentary
    [INSERT YOUR OPINION] #hashtag [EMBEDDED ORIGINAL TWEET]
    See an example at: https://twitter.com/RitterIM/status/735859481511354368
     
     
    Problem & Solution Tweet
    [PROBLEM][SOLUTION] https://www.URL.com #hashtag
    Example: Too busy to make #PDPSales? Let us enroll for you & we'll pay you for it. https://www.ritterim.com/ritterreferral #RitterReferral #PDP
     
     
    Stat or Fact Tweet
    Did you know that [INSERT STAT]? https://www.URL.com #hashtag
    Example: Did you know that 63 percent of Americans won’t buy #LifeInsurance because they think it costs too much? https://agentsurvivalguide.com/5-life-insurance-myths-your-clients-may-believe #LifeInsuranceMyths #ClientObjections
     
     
    Photo Tweet
    [INSERT PHOTO CAPTION] #hashtag [ATTACH IMAGE]
    See an example at: https://twitter.com/RitterIM/status/1142144226601447425
     
    Mentioned in this episode:
     
    @RitterIM
    @ThinkAdvisor
    5 Life Insurance Myths Your Clients May Believe
    5 simple ways to use email to build relationships and grow sales
    Medicare Supplements Fill the Gaps in Your Portfolio
    Ritter Referral
     
    The latest from Agent Survival Guide:
     
    2020 Medicare Advantage & Part D Certification Info
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency
    5 MORE Real-Life Medicare Sales Scenarios & How to Handle Them
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
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    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    9 min
  • Writing Tweets | Social Media 101

     

    Can you name the six different types of tweets? The Agent Survival Guide team helps you master the art of the Tweet. Listen to learn more, including how to write each kind of tweet!

     

    The ASG Team’s 6 Formats for Writing Tweets:

     

    Shared Content Tweet

    [INSERT ARTICLE TITLE] https://www.URL.com via @TwitterHandle #hashtag

    Example: 5 simple ways to use email to build relationships and grow sales https://www.thinkadvisor.com/2016/05/27/5-simple-ways-to-use-email-to-build-relationships via @ThinkAdvisor #marketing #insurance

     

     

    Shared Content with Commentary Tweet

    [INSERT YOUR OPINION] https://www.URL.com via @TwitterHandle #hashtag

    Example: With Med Supp enrollment on the rise, now's the time to broaden your portfolio. Here's why. https://agentsurvivalguide.com/medicare-supplements-fill-the-gaps-in-your-portfolio via @RitterIM #Medicare #RitterASG

     

     

    Retweet with Commentary

    [INSERT YOUR OPINION] #hashtag [EMBEDDED ORIGINAL TWEET]

    See an example at: https://twitter.com/RitterIM/status/735859481511354368

     

     

    Problem & Solution Tweet

    [PROBLEM][SOLUTION] https://www.URL.com #hashtag

    Example: Too busy to make #PDPSales? Let us enroll for you & we'll pay you for it. https://www.ritterim.com/ritterreferral #RitterReferral #PDP

     

     

    Stat or Fact Tweet

    Did you know that [INSERT STAT]? https://www.URL.com #hashtag

    Example: Did you know that 63 percent of Americans won’t buy #LifeInsurance because they think it costs too much? https://agentsurvivalguide.com/5-life-insurance-myths-your-clients-may-believe #LifeInsuranceMyths #ClientObjections

     

     

    Photo Tweet

    [INSERT PHOTO CAPTION] #hashtag [ATTACH IMAGE]

    See an example at: https://twitter.com/RitterIM/status/1142144226601447425

     

    Mentioned in this episode:

     

    @RitterIM


    @ThinkAdvisor


    5 Life Insurance Myths Your Clients May Believe


    5 simple ways to use email to build relationships and grow sales


    Medicare Supplements Fill the Gaps in Your Portfolio


    Ritter Referral

     

    The latest from Agent Survival Guide:

     

    2020 Medicare Advantage & Part D Certification Info


    4 Reasons Why Ritter Should Be Your FMO Insurance Agency


    5 MORE Real-Life Medicare Sales Scenarios & How to Handle Them

     

    Subscribe & Follow:

     

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    Connect on social:

     

    Facebook


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    YouTube


    LinkedIn

     

    9 min
  • Using #Hashtags | Social Media 101
    Learn the meaning behind the hashtag symbol (#), how to include it in your tweets, and why it's so important for engagement on Twitter, even for insurance agents.
     
    The Agent Survival Guide Team’s 7 Rules for Using Hashtags:
    Hashtags don’t have spaces between words or punctuation in words.
    Hashtag phrases are usually CamelCase. The first letter of each word is capitalized to help you read phrases better, i.e. #InsuranceAgents not #insuranceagents.
    Hashtags can occur anywhere in a tweet — at the beginning, the middle, or the end.
    Hashtag words that become very popular on Twitter are often Trending Topics (which are highlighted in the sidebar of your Twitter feed).
    If you tweet with a hashtag on a public account, anyone who does a search for that hashtag can find your tweet.
    Don’t #spam #with #hashtags. Avoid over-tagging a single tweet. (The recommendation is no more than two to three hashtags per tweet.)
    Use hashtags only on tweets relevant to the topic. So, don’t add #insurance to a tweet about a bad hair day.
     
    Mentioned in This Episode:
     
    Follow Ritter on Twitter
    How to Be Successful on Twitter: 9 Surprising Stats to Know
     
    The latest from Agent Survival Guide:
     
    2020 Medicare Advantage & Part D Certification Info
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency
    5 MORE Real-Life Medicare Sales Scenarios & How to Handle Them
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
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    Stitcher
     
    Connect on social:
     
    Facebook
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    YouTube
    LinkedIn
    8 min
  • Using #Hashtags | Social Media 101

     

    Learn the meaning behind the hashtag symbol (#), how to include it in your tweets, and why it's so important for engagement on Twitter, even for insurance agents.

     

    The Agent Survival Guide Team’s 7 Rules for Using Hashtags:
    1. Hashtags don’t have spaces between words or punctuation in words.
  • Hashtag phrases are usually CamelCase. The first letter of each word is capitalized to help you read phrases better, i.e. #InsuranceAgents not #insuranceagents.
  • Hashtags can occur anywhere in a tweet — at the beginning, the middle, or the end.
  • Hashtag words that become very popular on Twitter are often Trending Topics (which are highlighted in the sidebar of your Twitter feed).
  • If you tweet with a hashtag on a public account, anyone who does a search for that hashtag can find your tweet.
  • Don’t #spam #with #hashtags. Avoid over-tagging a single tweet. (The recommendation is no more than two to three hashtags per tweet.)
  • Use hashtags only on tweets relevant to the topic. So, don’t add #insurance to a tweet about a bad hair day.
  •  

    Mentioned in This Episode:

     

    Follow Ritter on Twitter


    How to Be Successful on Twitter: 9 Surprising Stats to Know

     

    The latest from Agent Survival Guide:

     

    2020 Medicare Advantage & Part D Certification Info


    4 Reasons Why Ritter Should Be Your FMO Insurance Agency


    5 MORE Real-Life Medicare Sales Scenarios & How to Handle Them

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    8 min
  • Using Retweets, Replies, Direct Messages & Likes | Social Media 101
    Learn how to build your credibility (and your audience!) by engaging others on Twitter. We cover retweets, replies, direct messages, and likes —and how to use each one.
     
    Mentioned in this episode:
     
    @RitterIM
     
    The latest from Agent Survival Guide:
     
    2020 AEP: Ready to Sell in 5 Steps
    4 Reasons Why Ritter Should Be Your FMO Insurance Agency
    5 MORE Real-Life Medicare Sales Scenarios & How to Handle Them
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
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    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    5 min
  • Using Retweets, Replies, Direct Messages & Likes | Social Media 101

     

    Learn how to build your credibility (and your audience!) by engaging others on Twitter. We cover retweets, replies, direct messages, and likes —and how to use each one.

     

    Mentioned in this episode:

     

    @RitterIM

     

    The latest from Agent Survival Guide:

     

    2020 AEP: Ready to Sell in 5 Steps


    4 Reasons Why Ritter Should Be Your FMO Insurance Agency


    5 MORE Real-Life Medicare Sales Scenarios & How to Handle Them

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    5 min
  • Join the Conversation on Twitter | Social Media 101

     

    Ready to connect on Twitter? We've got a few tips to help you start the conversation with your fellow insurance agents, agencies, and industry leaders.

     

    Download our Twitter Guide PDF

     

    Mentioned in this episode:

     

    How to Recruit Insurance Agents to Your Downline


    @RitterIM – Ritter Insurance Marketing on Twitter


    Social Media Sparked, Accelerated Egypt's Revolutionary Fire


    Twitter by the Numbers: Stats, Demographics & Fun Facts

     

    The latest from Agent Survival Guide:

     

    2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D


    4 Ways to Fund Long-Term Care: Hybrid Insurance


    FAQs about AHIP

     

    Subscribe & Follow:

     

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    Connect on social:

     

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    5 min

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