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

  • The Complete Guide on How to Sell Final Expense Insurance
    Download Your eBook Now! https://www.ritterim.com/final-expense-ebook
     
    Entering the final expense market just got easier thanks to our free eBook, The Complete Guide on How to Sell Final Expense Insurance.
     
    Inside, you’ll learn the basics of final expense insurance, why it’s worth selling, and more. We teach you how to market this product and how to pre-qualify and enroll ideal clients. And, we even share the sales niches, tips, and tools that will help you find greater success with this product.
     
    The latest from Ritter’s Blog:
     
    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… (read more)
    5 Out-of-the-Box Ideas for Selling Final Expense Insurance
    Final expense is one of the simplest life insurance products to sell, but it isn’t the easiest to discuss. What are some unique ideas for selling final expense insurance… (read more)
    How to Handle the Death of a Client
    Death is a sad and difficult situation. Although you may feel you had only a minor part in your client’s life, it’s important to acknowledge their passing. A small gesture will do, and it will mean the most to your clients’ loved… (read more)
     
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    2 min
  • How to Handle the Death of a Client | ASG134
    What do you do when a client dies? We outline the etiquette rules to follow after the death of your client and more. Read the text version.
    Mentioned in this episode:
    5 Real-Life Medicare Sales Scenarios & How to Handles ThemFinal Expense Insurance Sales Opportunities You May Be MissingMedicare.gov – Report a deathRitter Insurance MarketingWhat Do I Say After a Client Dies?
    The latest from Agent Survival Guide:
    4 Perks of Partnering with an FMO5 Out-of-the-Box Ideas for Selling Final Expense InsuranceInsights on Medicare Genetic DNA Testing Fraud
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    7 min
  • 5 Out-of-the-Box Ideas for Selling Final Expense Insurance | ASG133
    Pitching final expense insurance may seem challenging, but it doesn't have to be! We outline five unique sales strategies to use during your next appointment.  
     
    Read the text version.
     
    Contact Ritter’s Final Expense Team
     
    Mentioned in this Episode:
     
    4 Life Insurance Awareness Month Marketing Ideas
    4 Steps to Every Final Expense Sale
    Brace yourself: This is how much America’s 1% has saved
    Final Expense Insurance Sales Opportunities You May Be Missing
    How Much Does the Average Funeral Cost?
    How to Close More Final Expense Sales
    Life Insurance for Each of Life’s Stages
    Ritter’s Fact Finder
    Ritter Insurance Marketing
    The Advisor Approach: Cross-Selling by Fact-Finding
    The Complete Guide on How to Sell Final Expense Insurance
    The Lowdown on Funeral Costs
     
    More episodes you’ll like:
     
    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.
    5 Life Insurance Myths Your Clients May Believe
    Do your clients truly understand life insurance? We debunk five mistruths your clients may use as objections to purchasing a policy. Learn how to work around those objections and make the sale!
    What an FMO Can Do For Your Business
    Why work with an FMO? What is a Field Marketing Organization? If you've been on the fence about joining an FMO, this can't-miss episode is for you!
     
    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)
    4 Steps to Selling Dental, Vision, and Hearing Insurance
    Many people — maybe your clients, maybe even you — inadvertently take dental, vision, and hearing insurance for granted. It’s time we see dental, vision, and hearing sales in a new...(read more)
    How to Handle the Death of a Client
    Death is a sad and difficult situation. Although you may feel you had only a minor part in your client’s life, it’s important to acknowledge their passing. A small gesture will...(read more)
     
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    17 min
  • 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. Read the text version.
    Contact Ritter’s Sales Team >
    Mentioned in this episode:
    Agent Survival Guide – FREE GUIDES2019 Medicare OEP: You Never Get a Second Chance to Make a First ImpressionFour Reasons Why Ritter Should Be Your FMO Insurance AgencyBuilding Client Loyalty: More than Just a PlanCMS.govDefinitive Guidelines for the New Open Enrollment PeriodHow Medicare Helps Your Clients Stay HealthyHumana Ignite 3-30-60-90 Conversation GuideKeys to Client Retention: Face-to-Face CommunicationSilver&FitSilverSneakersUnderstanding Medicare Advantage Enrollment PeriodsWhat is a Medicare Wellness Visit?What’s New in the 2019 Medicare Communications and Marketing Guidelines
    The latest from Agent Survival Guide:
    4 Steps to Selling Dental, Vision, and Hearing InsuranceHow to Handle the Death of a ClientInsights on Medicare Genetic DNA Testing Fraud
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    12 min
  • 5 Tips on How to Sell Insurance Over the Phone | ASG131
    Improve your over-the-phone selling skills! We cover the best practices to use when you're talking insurance with clients on the phone. Read the text version.
    Mentioned in this episode:
    Building Client Loyalty: More than Just a PlanGet MedicarefulHow Client Retention Boosts Insurance SalesHow to Write a Medicare Supplement Call Script That Really WorksRitter Fact FinderRitter’s Medicare Quote EngineThe Ritter PlatformThe Survivor’s AEP Checklist
    The latest from Agent Survival Guide:
    4 Steps to Selling Dental, Vision, and Hearing Insurance5 Out-of-the-Box Ideas for Selling Final Expense InsuranceHow to Handle the Death of a Client
    Subscribe & Follow:
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    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    6 min
  • Understanding Medicare Advantage Enrollment Periods | ASG130
    What are the different Medicare Advantage enrollment periods? How and when do your clients qualify for them? Get the answers to your MA enrollment period questions in this episode of the ASG Podcast! Read the text version.
    Mentioned in this episode:
    5 Reasons Clients Switch Medicare Plans During AEP5 Tips to Make the Most of AEPCMS: Medicare Advantage Enrollment and Disenrollment GuidanceDefinitive Guidelines for the New Open Enrollment PeriodFact Sheet on Medicare Medical Savings Account (MSA) PlansGetting Started Selling Medicare SupplementsHow to Pitch Medicare Medical Savings AccountsIf You’re on DisabilityLate Enrollment PenaltiesMedicare Advantage: Enrollment and Disenrollment BasicsMedicare Advantage: Special Enrollment PeriodsSell More Medicare Plans Online with MedicarefulStay Busy Outside of AEP with Special Enrollment PeriodsThe Beginner’s Guide to D-SNPsThe Medicare Initial Enrollment Period vs. the Medicare Initial Coverage Election PeriodThe Part D SEP Triggers That Can Help You Post-AEPYour Clients May Not Be Automatically Enrolled in Medicare
    The latest from Agent Survival Guide:
    4 Perks of Partnering with an FMOHow to Handle the Death of a ClientInsights on Medicare Genetic DNA Testing Fraud
    Subscribe & Follow:
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    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    13 min
  • Ready to Join an FMO? 10 Things to Consider | ASG129
    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. Read the text version.
    Register with Ritter >
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    Mentioned in this episode:
    Do’s and Don’ts of Medicare ComplianceGet MedicarefulWhat Are Agents Responsible for Under HIPAA?
    The latest from Agent Survival Guide:
    How to Follow up with Medicare Clients CompliantlyInsights on Medicare Genetic DNA TestingUnderstanding Medicare Advantage Enrollment Periods
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    14 min
  • Agent Survival Guide - The Site
    Survive today. Thrive tomorrow.
    Learn more at agentsurvivalguide.com
     
    The latest from Agent Survival Guide:
    4 Perks of Partnering with an FMO5 Out-of-the-Box Ideas for Selling Final Expense InsuranceHow to Handle the Death of a Client
    Subscribe & Follow:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    2 min
  • Agent Survival Guide - The Site
    Survive today. Thrive tomorrow.
     
    The latest from Agent Survival Guide:
    4 Perks of Partnering with an FMO5 Out-of-the-Box Ideas for Selling Final Expense InsuranceHow to Handle the Death of a Client
    Subscribe & Follow:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    2 min
  • Getting Started Selling Dental, Vision, and Hearing Insurance
    Increase your sales (and your commissions!) by adding DVH insurance to your sales portfolio. Consider this your primer on dental, vision, and hearing insurance products.
    Contact our Ancillary Specialist >
    Ritter’s DVH Resources:
    4 Steps to Selling Dental, Vision, and Hearing Insurance - https://agentsurvivalguide.com/4-steps-to-selling-dental-vision-and-hearing-insuranceDVH Cheat Sheet PDF - https://agentsurvivalguide.com/pdf/DVH%20Cheat%20Sheet.pdfThe Ritter Fact Finder - https://agentsurvivalguide.com/pdf/ritter-fact-finder.pdf
    The latest from Agent Survival Guide:
    4 Perks of Partnering with an FMO5 Out-of-the-Box Ideas for Selling Final Expense InsuranceHow to Handle the Death of a Client
    Subscribe & Follow:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    6 min

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