Agent Survival Guide Podcast

How to Help Clients Navigate ACA Marketplace Subsidies & Taxes


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Clients with marketplace coverage may not be aware of specific tax forms they need to file. Be an advocate for your clients by helping them understand what steps to take during tax time.

 

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Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.

 

Resources:

How to Assist Clients with Marketplace Household Income Estimations: https://ritterim.com/blog/how-to-assist-clients-with-marketplace-household-income-estimations/

FAQs About Selling On-Exchange & Off-Exchange under-65 Plans: https://ritterim.com/blog/faqs-about-selling-on-exchange-off-exchange-under-65-plans/

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

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

Questions to Ask Clients Shopping for an ACA Plan: https://lnk.to/ZmW0rd

The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships FREE eBook Download: https://ritterim.com/insurance-affinity-partnerships/

Why Client Retention Should Be Your Top Priority: https://lnk.to/NMDqSn

 

References:

“Browse All 8 Trusted Partners.” IRS Free File | Internal Revenue Service, https://apps.irs.gov/app/freeFile/browse-all-offers/. Accessed 4 Mar. 2025.

“Essential Tax Forms for the Affordable Care Act (ACA).” TurboTax Tax Tips & Videos, Intuit Turbotax, https://turbotax.intuit.com/tax-tips/health-care/essential-tax-forms-for-the-affordable-care-act/L7VURKAae. Accessed 4 Mar. 2025.

“Health Plan Categories: Bronze, Silver, Gold & Platinum.” HealthCare.Gov, https://www.healthcare.gov/choose-a-plan/plans-categories/. Accessed 4 Mar. 2025.

“Health Coverage Tax Tool.” Health Coverage Tax Tool | HealthCare.Gov, https://www.healthcare.gov/tax-tool/#/. Accessed 4 Mar. 2025.

“How to Use Form 1095-A, Health Insurance Marketplace® Statement.” HealthCare.Gov, https://www.healthcare.gov/tax-form-1095/. Accessed 4 Mar. 2025.

“How to Find Your Form 1095-A Online.” HealthCare.Gov, https://www.healthcare.gov/downloads/how-to-find-form-1095-a-online.pdf. Accessed 4 Mar. 2025.

“How to Reconcile Your Premium Tax Credit.” HealthCare.Gov, https://www.healthcare.gov/taxes-reconciling/. Accessed 4 Mar. 2025.

“Premium Tax Credit (PTC).” IRS.Gov, Department of the Treasury Internal Revenue Service, https://www.irs.gov/pub/irs-pdf/f8962.pdf. Accessed 4 Mar. 2025.

“Understanding Your Letter 12C.” Internal Revenue Service, https://www.irs.gov/individuals/understanding-your-letter-12c. Accessed 4 Mar. 2025.

“What Is Affinity Marketing? (With Benefits and Tips) | Indeed.Com.” Indeed, https://www.indeed.com/career-advice/career-development/affinity-marketing. Accessed 4 Mar. 2025.

 

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 X, https://x.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/

 

Not affiliated with or endorsed by Medicare or any government agency.

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

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