Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

How do you keep your Medicare business thriving after the Annual Enrollment Period? We outline selling strategies, products for your portfolio, and more! Read the text version.

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Mentioned in this Episode:

2012 Facts from LIMRA3 Ways to Calculate Your Clients’ Life Insurance Needs4 Reasons Why Ritter Should Be Your FMOBuilding Client Loyalty: More Than Just a PlanGenesys Releases Customer Satisfaction SurveysGetting Started Selling Medicare SupplementsRitter Leads ProgramRules for Hosting a Compliant Medicare Educational EventSNPs: The Secret to Surviving Lock-inSecure a Bigger, Better Business with Ancillary ProductsStay Busy Outside of AEP With Special Enrollment Periods

What do you do when your client is unhappy with their prescription drug coverage, but it's outside of the Annual Enrollment Period? We've got your answer in the form of a few different scenarios that can qualify your client for an SEP. Read the text version.

Mentioned in this Episode:

4 Steps to Finding the Perfect PDP for Your Client ǀ ASG1097 Powerful Practices for Selling Prescription Drugs ǀ ASG047Definitive Guidelines for the New Open Enrollment PeriodFind your level of Extra Help (Part D)How SPAPs and their SEPs Can Bring You New BusinessPrograms of All-Inclusive Care for the Elderly (PACE)Special circumstances (Special Enrollment Periods)Special Enrollment Periods for Medicare Advantage Plans and Medicare Part D Drug PlansStay Busy Outside of AEP With Special Enrollment Periods

Related:

How Selling Insurance Helps Give BackSenior Speak: Talking to Medicare Clients Age 65 & OlderWhy LTCi Alternatives Are Important in Today’s Market

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Prescription Drug Plans are not one size fits all. Discover how you can help your clients find the PDP that fits their needs best. Read the text version.

Mentioned in this Episode:

7 Powerful Practices for Selling Prescription Drug PlansHow to Save Your Clients Money on Prescription DrugsHow to Use Medicare.gov's Prescription Drug Plan Finder ToolMedicare.gov Plan FinderPrescription Medication Labels: How to ReadRitter’s Prescription Drug Collection FormRitter’s Sales TeamWhat Does "Drug Formulary" Mean, and What Are the Drug Formulary Tiers?Why Are Part D Prescription Drug Plans So Different?

Related:

Keys to Client Retention: Digital CommunicationKeys to Client Retention: Face-to-Face CommunicationSenior Speak: Talking to Medicare Clients Age 65 & Older

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Prescription Drug Plans are not one size fits all. Discover how you can help your clients find the PDP that fits their needs best. Read the text version

Mentioned in this Episode:

How to Save Your Clients Money on Prescription Drugs

How to Use Medicare.gov's Prescription Drug Plan Finder Tool

Medicare.gov Plan Finder

Prescription Medication Labels: How to Read

Ritter’s Prescription Drug Collection Form

Ritter’s Sales Team

What Does "Drug Formulary" Mean, and What Are the Drug Formulary Tiers?

Why Are Part D Prescription Drug Plans So Different?

Related:

Keys to Client Retention: Face-to-Face Communication

Senior Speak: Talking to Medicare Clients Age 65 & Older

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Stay compliant during the new Medicare Advantage Open Enrollment Period. We outline everything you need to know ― including what you can and can’t do ― during this time frame! Read the text version.

Mentioned in this Episode:

CMS 2019 Medicare Communications and Marketing GuidelinesCY 2019 MA Enrollment and Disenrollment GuidanceLimited Income and ResourcesPart A & B sign up periodsRitter’s Sales TeamSpecial circumstances (Special Enrollment Periods)Stay Busy Outside of AEP with Special Enrollment PeriodsThe Biggest Change in the 2019 Medicare Communications and Marketing GuidelinesThings to Think About Post-AEP ǀ ASG018What's New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083

Related:

How Selling Insurance Helps Give BackKeys to Client Retention: Digital CommunicationSenior Speak: Talking to Medicare Clients Age 65 & Older

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Stay compliant during the new Medicare Advantage Open Enrollment Period. We outline everything you need to know ― including what you can and can’t do ― during this time frame! Read the text version

Mentioned in this Episode:

CY 2019 MA Enrollment and Disenrollment Guidance

Limited Income and Resources

Part A & B sign up periods

Ritter’s Sales Team

Special circumstances (Special Enrollment Periods)

Stay Busy Outside of AEP with Special Enrollment Periods

The Biggest Change in the 2019 Medicare Communications and Marketing Guidelines

Things to Think About Post-AEP ǀ ASG018

What's New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083

Related:

Keys to Client Retention: Digital Communication

Senior Speak: Talking to Medicare Clients Age 65 & Older

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Connect With Us:

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What is a 1035 Exchange? How do they work? Does a 1035 Exchange make sense for my client? Find the answers to these questions and more in this episode of the Agent Survival Guide Podcast. Read the text version.

Mentioned in this Episode:

4 Out-of-the-Box Long-Term Care Insurance SolutionsIdentifying Ideal Clients for LTCiLife Insurance for Each of Life’s Stages ǀ ASG088Pension Prevention Act of 2006 Becomes LawTax Code 1035

Related:

Keys to Client Retention: Digital CommunicationKeys to Client Retention: Face-to-Face CommunicationSenior Speak: Talking to Medicare Agents Age 65 & Older

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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. Read the text version.

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Ritter's Many Final Expense Carriers & Their "Sweet Spots"

2017 Life Happens Insurance Barometer Study4 Reasons Why Ritter Should Be Your FMO Insurance AgencyLearn more about Final Expense with RitterNational Funeral Directors Association StatisticsRitter's Fact-FinderThe Advisor Approach: Cross-Selling by Fact-FindingTips for Cross-Selling Medicare Products

Related:

4 Steps to Finding the Perfect PDP for Your ClientKeys to Client Retention: Digital CommunicationSenior Speak: Talking to Medicare Clients Age 65 & Older

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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! Read the text version.

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Mentioned in this Episode:

Agent Survival GuideFour Reasons Why Ritter Should Be Your FMO Insurance AgencyMedicarefulRitter Insurance MarketingRitter’s Online Contracting

Related:

4 No-Good Reasons Why Insurance Agents QuitKeys to Client Retention: Face to Face CommunicationReady to Join an FMO? 10 Things to Consider

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Get to know the characteristics of Long-Term Care insurance buyers. Use these tips to comb through your book of business and find potential sales you might be missing out on! Read the text version.

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Mentioned in this Episode:

Caregiving in the U.S.Long-Term Care Insurance Pre-Screen PDFLong-Term Care Providers and Services Users in the United States: Data From the National Study of Long-Term Care Providers, 2013-2014Mortality in the United States, 2015Ritter's Carrier PagesUnderstanding Long-Term Care Buyers

Related:

4 Out-of-the-Box Long-Term Care Insurance SolutionsAre You Offering Multiple LTC Insurance Options?The Increasing Value of Combining Life & LTC

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