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

  • AEP: Ready to Sell in 5 Steps | ASG146
    Prepare for AEP with help from the Agent Survival Guide team! Use these steps as you get ready for the 2020 Annual Enrollment Period.
    Read the text version.
    Learn more about Ritter’s Annual Summits
     
    Ritter Insurance Marketing info mentioned in this episode:
     
    Carrier Pages
    Certification Center
    Contracting
    Licensing Email
    Licensing Fax: 888-509-7058
    Official Website
    Sales Team
     
    More episodes you’ll like:
     
    2020 AHIP Certification UPDATE | ASG News
    Update: 2020 AHIP certification is LIVE! Need to know where to find carrier-specific Medicare Advantage and prescription drug plan certification requirements? We cover everything you need to know about AHIP!
     
    The Survivor’s AEP Checklist | ASG002
    Get ready for Annual Enrollment with the Agent Survival Guide AEP Checklist!
     
    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.
     
    The latest from Agent Survival Guide:
     
    2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D
    4 Perks of Partnering with an FMO
    How to Get Your Medicare Enrollment Kits on Time
    FAQs about AHIP
     
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    Connect on social:
     
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    LinkedIn
    8 min
  • 2020 AHIP Certification UPDATE | ASG News
    Update: 2020 AHIP certification is LIVE! Need to know where to find carrier-specific Medicare Advantage and prescription drug plan certification requirements? We cover everything you need to know about AHIP!
    Read the text version.
    Register with Ritter > - https://bit.ly/2Q6IwSq
     
    Mentioned in this episode:
     
    Ritter’s Certification Center
    What is AHIP and Why Do You Need It?
     
    More episodes you’ll like:
     
    2020 Medicare Advantage & Part D Certification Info
    Looking for 2020 Medicare agent certification and product training details? Learn how you can find carrier AHIP, Medicare Advantage certification, Part D certification, and product training details in one convenient place!
    2020 Medicare Part A & B Premiums & Deductibles
    CMS just announced the 2020 Medicare Part A and B premiums and deductibles. Find out what the cost of Medicare will be for your clients in the coming year.
    What’s New in the 2020 Medicare Communications and Marketing Guidelines?
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got news on the 2020 MCMG that you won't want to miss.
     
    The latest from Agent Survival Guide:
     
    4 Perks of Partnering with an FMO
    As an insurance agent, do you ever feel like you need some help? This industry has many moving parts and it can be difficult to keep track of everything yourself. Luckily, there...(read more)
    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. It’s not just something to consider during...(read more)
    How to Follow Up with Medicare Clients Compliantly
    After closing a sale, you might think your job is done but not yet! Following up with clients is a critical part of being a successful Medicare sales agent. If you’re not...(read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
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    Overcast
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    Connect on Social:
     
    Facebook
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    4 min
  • 2020 AHIP Certification UPDATE | ASG News

     

    Update: 2020 AHIP certification is LIVE! Need to know where to find carrier-specific Medicare Advantage and prescription drug plan certification requirements? We cover everything you need to know about AHIP!
    Read the text version

    Register with Ritter > - https://bit.ly/2Q6IwSq

     
    Mentioned in this episode:

     

    Ritter’s Certification Center


    What is AHIP and Why Do You Need It?

     

    More episodes you’ll like:

     

    2020 Medicare Advantage & Part D Certification Info


    Looking for 2020 Medicare agent certification and product training details? Learn how you can find carrier AHIP, Medicare Advantage certification, Part D certification, and product training details in one convenient place!


    2020 Medicare Part A & B Premiums & Deductibles


    CMS just announced the 2020 Medicare Part A and B premiums and deductibles. Find out what the cost of Medicare will be for your clients in the coming year.


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


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

     

    The latest from Agent Survival Guide:

     

    4 Perks of Partnering with an FMO


    As an insurance agent, do you ever feel like you need some help? This industry has many moving parts and it can be difficult to keep track of everything yourself. Luckily, there...(read more)


    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. It’s not just something to consider during...(read more)


    How to Follow Up with Medicare Clients Compliantly


    After closing a sale, you might think your job is done but not yet! Following up with clients is a critical part of being a successful Medicare sales agent. If you’re not...(read more)

     

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    4 min
  • An Alternative Approach to Long-Term Care Planning | ASG145
    Think traditional Long-Term Care insurance is the only way to cover your client's future LTC expenses? Show your clients a different way with linked-benefit Life/LTC policies.
    Read the text version.
     
    The latest from Agent Survival Guide:
     
    4 Ways to Fund Long-Term Care: Hybrid Insurance
    Identifying Ideal Clients for Universal Life Products
    Life Insurance for Each of Life’s Stages
     
    Subscribe & Follow:
     
    Apple Podcasts
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    12 min
  • The Real Cost of Long-Term Care | ASG144
    Think your clients know all the costs associated with retirement? Learn more about the true cost of Long-Term Care so you can pass that knowledge – and peace of mind! – on to your clients.
    Read the text version.
     
    Mentioned in this episode:
     
    2017 Insurance Barometer Study
    Long-Term Services and Supports for Older Americans: Risks and Financing Research Brief
     
    The latest from Agent Survival Guide:
     
    4 Perks of Partnering with an FMO
    4 Ways to Fund Long-Term Care: Hybrid Insurance
    Life Insurance for Each of Life’s Stages
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    6 min
  • Identifying Ideal Clients for Universal Life Insurance Products | ASG143
    Is universal life insurance a good fit for your clients? In this episode, we cover the ideal clients for each type of universal life product – guaranteed (GUL), index (IUL), and traditional (UL).
    Read the text version.
     
    Mentioned in this episode:
     
    3 Ways to Calculate Your Clients’ Life Insurance Needs
    4 Steps to Every Final Expense Sale
    7 Things you need to know about term life insurance
    8 reasons to use index universal life to save for retirement
    The Advisor Approach: Cross-Selling by Fact-Finding
     
    The latest from Agent Survival Guide:
     
    4 Perks of Partnering with an FMO
    4 Ways to Fund Long-Term Care: Hybrid Insurance
    Life Insurance for Each of Life’s Stages
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    8 min
  • Are You Offering Multiple LTCi Options? | ASG142
    Ready to offer more Long-Term Care insurance products in your portfolio? Learn the benefits and distinctions of each LTCi option – and how these products can boost your sales.
    Read the text version.
     
    Mentioned in this episode:
     
    Ritter’s Sales Team
     
    The latest from Agent Survival Guide:
     
    4 Perks of Partnering with an FMO
    4 Ways to Fund Long-Term Care: Hybrid Insurance
    FAQs about AHIP
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    6 min
  • 4 Ways to Fund Long-Term Care: Hybrid Insurance | ASG141
    Discover the many ways hybrid long-term care insurance can be funded. These best practices can help you show your clients that they can afford to purchase linked-benefit LTCi coverage.
    Read the text version.
    Contact Ritter about LTCi
     
    Mentioned in this episode:
     
    Are You Offering Multiple LTC insurance Options?
    4 Out-of-the-Box Long-Term Care Insurance Solutions
    An Alternative Approach to Long-Term Care Planning
    Kitces: Are retiree health care costs overblown?
    What is the Difference Between Qualified & Non-Qualified Annuities?
    What is Tax-Qualified Money?
    What You Need to Know About 1035 Exchanges
     
    The latest from Agent Survival Guide:
     
    3 Ways to Calculate Your Clients’ Life Insurance Needs
    The Increasing Value of Combining Life and LTC insurance
    Why LTCi Alternatives Are Important in Today’s Market
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
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    YouTube
    LinkedIn
    9 min
  • Why LTCi Alternatives Are Important in Today’s Market | ASG140
    Traditional Long-Term Care insurance isn't the only type of LTC coverage you can offer your clients. Learn about the alternatives to long-term care insurance and why they belong in your portfolio. 
    Read the text version.
    Contact Ritter about LTCi >
     
    Mentioned in this episode:
     
    Combination Products Giving Life Back to Long-term Care Market
    It Is Time to Acknowledge Standard LTCi Alternatives
    Leading Through Change: 17th Annual Intercompany Long Term Care Insurance Conference
    Long-Term Care Insurance: The SOA Pricing Project
    Long-Term Care Insurance Facts – Data - Statistics
    Long-Term Care Insurance Health Qualifications. Are You Even Insurable?
    Long-Term Services and Supports for Older Americans: Risks and Financing Research Brief
    Short-Term Care Insurance Policy Sales Grow 20 Percent
    The Traditional Long-Term Care Insurance Market Crumbles
    Who is Covered by Private Long-Term Care Insurance?
     
    The latest from Agent Survival Guide:
     
    3 Ways to Calculate Your Client’s Life Insurance Needs
    4 Out-of-the-Box Long-Term Care Insurance Solutions
    An Alternative Approach to Long-Term Care Planning
    Short-Term Care Insurance: A Top LTCi Alternative for Clients
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    13 min
  • 3 Ways to Calculate Your Clients’ Life Insurance Needs | ASG139
    How do you calculate the amount of life insurance a client needs? We outline three methods to find the right amount of coverage in ASG139. Read the text version.
    The latest from Agent Survival Guide:
    Identifying Ideal Clients for Universal Life ProductsLife Insurance for Each of Life’s StagesThe Increasing Value of Combining Life & LTC
    Subscribe & Follow:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    6 min

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