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

  • Ritter Insurance Marketing State of the Senior Market 2019 – Full Audio
    What do Medicare agents need to know about the senior market in 2019? What can you expect from Ritter Insurance Marketing this year? Craig Ritter, President of Ritter Insurance Marketing, answers these questions and provides details on new product additions, AEP enrollment stats, and more! You won’t want to miss this full audio version of his 2019 State of the Senior Market presentation.
    Mentioned in this episode:
    Agent Survival GuideMedicarefulMedicareful Living
    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:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    1 hr 1 min
  • Ritter Insurance Marketing State of the Senior Market 2019 – Full Audio

     

    What do Medicare agents need to know about the senior market in 2019? What can you expect from Ritter Insurance Marketing this year? Craig Ritter, President of Ritter Insurance Marketing, answers these questions and provides details on new product additions, AEP enrollment stats, and more! You won’t want to miss this full audio version of his 2019 State of the Senior Market presentation.
    Mentioned in this episode:

    Agent Survival Guide

    Medicareful
    Medicareful Living

    The latest from Agent Survival Guide:

    4 Perks of Partnering with an FMO

    How to Handle the Death of a Client
    Insights on Medicare Genetic DNA Testing Fraud

    Subscribe & Follow:

    Apple Podcasts

    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher

    Connect on social:

    Facebook

    Twitter
    YouTube
    LinkedIn

    1 hr 1 min
  • Ask the Agent Survival Guide!
    Introducing our newest feature: the Ask the Agent Survival Guide hotline! Ask questions. Get answers from the Agent Survival Guide team. Call in and ask your questions today!
    Ask the Agent Survival Guide Hotline - 1-717-562-7211
    You have questions. Most insurance agents do. But, where do you go for answers?
    Ask the Agent Survival Guide!
    Introducing our Ask the Agent Survival Guide Podcast Hotline!
    Call us at 1-717-562-7211, leave a voicemail with your question, then hear it answered on our podcast.
    It’s that simple!
    In the voicemail, please tell us your name, the city and state you’re calling from, and of course, your question relating to health and life insurance sales in the senior market.
    Now, there are some rules. We ask that you keep your submission within one minute. Be as clear and concise as possible.
    You can definitely ask more than one question, but we do ask that you only ask one question per voicemail. Please call back and leave a separate message for each question.
    Spam, unrelated questions, and disrespectful or rude messages will not be considered or tolerated. Please keep your inquiries business-related, polite, and free from any explicit language.
    Also know that, by submitting a question, you’re acknowledging and agreeing to our Terms and Privacy policy, which you can find in our show notes.
    Have questions? Get answers when you call our Ask the Agent Survival Guide Podcast hotline!
    The number to call is 1-717-562-7211. That’s 1-717-562-7211.
    We can’t wait to start answering your questions!
     
    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:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    2 min
  • Ask the Agent Survival Guide!
    Introducing our newest feature: the Ask the Agent Survival Guide hotline! Ask questions. Get answers from the Agent Survival Guide team. Call in and ask your questions today!
    Ask the Agent Survival Guide Hotline - 1-717-562-7211
    You have questions. Most insurance agents do. But, where do you go for answers?
    Ask the Agent Survival Guide!
    Introducing our Ask the Agent Survival Guide Podcast Hotline!
    Call us at 1-717-562-7211, leave a voicemail with your question, then hear it answered on our podcast.
    It’s that simple!
    In the voicemail, please tell us your name, the city and state you’re calling from, and of course, your question relating to health and life insurance sales in the senior market.
    Now, there are some rules. We ask that you keep your submission within one minute. Be as clear and concise as possible.
    You can definitely ask more than one question, but we do ask that you only ask one question per voicemail. Please call back and leave a separate message for each question.
    Spam, unrelated questions, and disrespectful or rude messages will not be considered or tolerated. Please keep your inquiries business-related, polite, and free from any explicit language.
    Also know that, by submitting a question, you’re acknowledging and agreeing to our Terms and Privacy policy, which you can find in our show notes.
    Have questions? Get answers when you call our Ask the Agent Survival Guide Podcast hotline!
    The number to call is 1-717-562-7211. That’s 1-717-562-7211.
    We can’t wait to start answering your questions!
     
    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:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect on social:
    FacebookTwitterYouTubeLinkedIn
    2 min
  • Keys to Client Retention: Digital Communication | ASG128
    Improving your digital communication skills can benefit your business, but where do you start? Use the tips and resources outlined in this episode of the ASG Podcast! (Keys to Client Retention Part 2) Read the text version.
    Mentioned in this Episode:
    3 reasons you shouldn’t try to multitask16 Stats That Prove You Should Put Your Clients First21 Customer Support Statistics That You Absolutely Need to KnowBehind the Scenes: How to Write A Professional Email FastCMS 2019 Medicare Communications and Marketing GuidelinesDo You Have What it Takes to Be a Great Insurance Agent?Don’t Be Surprised to See Your Grandparents on Social MediaFive Telephone Communication Skills Tips for Customer ServiceHow Client Retention Boosts Insurance SalesPew Research Center: Tech Adoption Climbs Among Older AdultsSmiling on the Phone: Does It Really Work?Why Client Retention Should Be Your Top Priority
    Social Media Training Series:
    An Introduction to Social Media | SMT001Compliance & Social Media | SMT002Getting Started on Twitter | SMT003Using Retweets, Replies, Direct Messages, & Likes | SMT004Using #Hashtags | SMT005Writing Tweets | SMT006Getting LinkedIn| SMT007Your LinkedIn Profile | SMT008Connecting on LinkedIn | SMT009Using Posts on LinkedIn | SMT010LinkedIn Groups | SMT011Using Forums | SMT012Should You Be on Facebook? | SMT013Creating a Facebook Page | SMT014How to Know if Your Facebook Page is Successful | SMT015Finding Content to Post on Social Media | SMT016
    The latest from ASG:
    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 Here:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect With Us:
    FacebookTwitterYouTubeLinkedIn
    11 min
  • Keys to Client Retention: Face-to-Face Communication | ASG127
    Communication can make or break your insurance sales. Keep your clients coming back for more by learning the art of face-to-face communication. (Keys to Client Retention Part 1) Read the text version.
    Mentioned in this Episode:
    6 Benefits of Effective Communication9 Powerful Body Language Tips to Instantly Boost Your Confidence16 Stats That Prove You Should Put Your Clients FirstActive Listening: Hear What People Are Really SayingBody Language: Picking Up and Understanding Nonverbal SignalsBuilding Client Loyalty: More than Just a PlanHow Client Retention Boosts Insurance SalesIn ‘Sweetie’ and ‘Dear,’ a Hurt for the ElderlyIs Nonverbal Communication a Numbers Game?The Importance of Effective CommunicationThe Mistakes We Make Communicating with Elders (and How to Fix Them)Why Client Retention Should be Your Top PriorityWhy Communication Is So Important for Leaders
    The latest from ASG:
    5 Out-of-the-Box Ideas for Selling Final Expense InsuranceHow to Handle the Death of a ClientInsights on Medicare Genetic DNA Testing Fraud
    Subscribe Here:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect With Us:
    FacebookTwitterYouTubeLinkedIn
    11 min
  • What You Need to Know About New Medicare Cards Redux | ASG126
    Do your clients have questions about their new Medicare cards? Find out how to answer those questions and more! This is an updated version of episode 23 of the ASG Podcast, and our first redux episode. Read the text version.
    Contact Medicare
    Mentioned in this Episode:
    CMS finalizes New Medicare Card distribution ahead of deadline, accelerating fight against Medicare fraud and abuseCMS Introduces New, Secure Medicare Card DesignCMS Reveals New Medicare Card DesignMACRAMedicare.gov: Help fight Medicare fraudMedicare.gov: Your Medicare cardMedicareful Living: CMS Introduces New, Secure Medicare Card DesignNew Medicare Card Project Milestones
    The latest from ASG:
    How to Follow up with Medicare Clients CompliantlyHow to Handle the Death of a ClientInsights on Medicare Genetic DNA Testing Fraud
    Subscribe Here:
    Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcher
    Connect With Us:
    FacebookTwitterYouTubeLinkedIn
    8 min
  • What You Need to Know About New Medicare Cards Redux | ASG126

     

    Do your clients have questions about their new Medicare cards? Find out how to answer those questions and more! This is an updated version of episode 23 of the ASG Podcast, and our first redux episode. Read the text version

    Contact Medicare

    Mentioned in this Episode:

    CMS finalizes New Medicare Card distribution ahead of deadline, accelerating fight against Medicare fraud and abuse

    CMS Introduces New, Secure Medicare Card Design
    CMS Reveals New Medicare Card Design
    MACRA
    Medicare.gov: Help fight Medicare fraud
    Medicare.gov: Your Medicare card
    Medicareful Living: CMS Introduces New, Secure Medicare Card Design
    New Medicare Card Project Milestones

    The latest from ASG:

    How to Follow up with Medicare Clients Compliantly

    How to Handle the Death of a Client
    Insights on Medicare Genetic DNA Testing Fraud

    Subscribe Here:

    Apple Podcasts

    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher

    Connect With Us:

    Facebook

    Twitter
    YouTube
    LinkedIn

    8 min
  • Insights on Medicare Genetic DNA Testing Fraud | ASG125
    Fraud is nothing new, especially when it comes to the senior market. Now that DNA testing is being utilized to match genetic mutations with available cancer treatment options, there's a new potential for fraud that agents need to know about.
     
    Read the text version.
     
    SAMPLE Third-Party DNA Cancer Testing Invitation
     
    Report Fraud:
     
    Call 1-800-MEDICARE (1-800-633-4227)
    Call the Office of the Inspector General at 1-800-HHS-TIPS (1-800-447-8477)
    Office of Inspector General (online)
     
    Mentioned in this Episode:
     
    CMS finalizes coverage of Next Generation Sequencing tests, ensuring enhanced access for cancer patients
    Do’s and Don’ts of Medicare Compliance
    DNA cancer screening tables are a medicare scam
    Medicare Fraud & Abuse: Prevent, Detect, Report
    National Coverage Determination (NCD) for Next Generation Sequencing (NGS)
    Rules for Hosting a Compliant Medicare Sales Event
     
    More episodes you’ll like:
     
    4 Tips for Making a Better Insurance Sales Pitch
    Want to know how to make a better insurance sales pitch? Ready to learn how to improve your selling skills? In this episode, we outline the four game-changing sales presentation tips for insurance agents.
    Senior Speak: Talking to Medicare Clients Age 65 & Older
    Learn how to connect with your Medicare clients. There are some best practices to think about when you're talking with clients who are 65 or older. We tell you what they are!
    Staying Compliant Without Compromising Salesmanship
    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.
     
    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)
    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)
    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)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    9 min
  • Insights on Medicare Genetic DNA Testing Fraud | ASG125

     

    Fraud is nothing new, especially when it comes to the senior market. Now that DNA testing is being utilized to match genetic mutations with available cancer treatment options, there's a new potential for fraud that agents need to know about.

     

    Read the text version.

     

    SAMPLE Third-Party DNA Cancer Testing Invitation

     

    Report Fraud:

     

    Call 1-800-MEDICARE (1-800-633-4227)


    Call the Office of the Inspector General at 1-800-HHS-TIPS (1-800-447-8477)


    Office of Inspector General (online)

     

    Mentioned in this Episode:

     

    CMS finalizes coverage of Next Generation Sequencing tests, ensuring enhanced access for cancer patients


    Do’s and Don’ts of Medicare Compliance


    DNA cancer screening tables are a medicare scam


    Medicare Fraud & Abuse: Prevent, Detect, Report


    National Coverage Determination (NCD) for Next Generation Sequencing (NGS)


    Rules for Hosting a Compliant Medicare Sales Event

     

    More episodes you’ll like:

     

    4 Tips for Making a Better Insurance Sales Pitch


    Want to know how to make a better insurance sales pitch? Ready to learn how to improve your selling skills? In this episode, we outline the four game-changing sales presentation tips for insurance agents.


    Senior Speak: Talking to Medicare Clients Age 65 & Older


    Learn how to connect with your Medicare clients. There are some best practices to think about when you're talking with clients who are 65 or older. We tell you what they are!


    Staying Compliant Without Compromising Salesmanship


    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.

     

    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)


    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)


    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)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    9 min

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