Agent Survival Guide Podcast

How to Help Clients Navigate ACA Marketplace Subsidies & Taxes


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Be a resource for your clients by guiding them through Affordable Care Act subsidies this tax season. Learn which forms are used, deadlines, FAQs, and more in this episode!

 

Read the text version

 

Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us [email protected] or call 1-717-562-7211 and leave a voicemail.

 

Follow Us on Social!

Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance  

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ 

 

Resources:

5 Myths About Selling ACA Health Plans: https://link.chtbl.com/ASG451

7 Ways to Get Involved in Your Community: https://link.chtbl.com/ASG453

Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552

FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://link.chtbl.com/ASG436

Learn How to Sell ACA Products During the Off-Season ft. Danica Stover: https://link.chtbl.com/ASG428

Knight School Training: https://ritterim.com/knight-school/

Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/

The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook: https://ritterim.com/aca-ebook/

What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463

 

References:

Essential Tax Forms for the Affordable Care Act (ACA) https://turbotax.intuit.com/tax-tips/health-care/essential-tax-forms-for-the-affordable-care-act/L7VURKAae

Form 8962 - Premium Tax Credit PDF: https://www.irs.gov/pub/irs-pdf/f8962.pdf

Health coverage tax tool: https://www.healthcare.gov/tax-tool/#/

How to find your Form 1095-A online: https://www.healthcare.gov/downloads/how-to-find-form-1095-a-online.pdf

How to pick a health insurance plan: https://www.healthcare.gov/choose-a-plan/plans-categories/

How to reconcile your premium tax credit: https://www.healthcare.gov/taxes-reconciling/

How to use Form 1095-A: https://www.healthcare.gov/tax-form-1095/

IRS Trusted Tax Preparation Partners: https://apps.irs.gov/app/freeFile/browse-all-offers/

Understanding Your Letter 12C: https://www.irs.gov/individuals/understanding-your-letter-12c

What Is Affinity Marketing? (With Benefits and Tips) https://www.indeed.com/career-advice/career-development/affinity-marketing

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Agent Survival Guide PodcastBy Sarah J. Rueppel | Ritter Insurance Marketing

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