Agent Survival Guide Podcast: Empowering insurance agents selling Medicare, Long-Term Care, Life & Annuities, and Final Expense-logo

Agent Survival Guide Podcast: Empowering insurance agents selling Medicare, Long-Term Care, Life & Annuities, and Final Expense

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Location:

United States

Twitter:

@RitterIM

Language:

English

Contact:

1-800-769-1847


Episodes

When to Recommend Life Insurance Based on Its Tax Advantages ǀ ASG122

3/7/2019
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There are more reasons to buy life insurance than your clients may realize. In this episode, we highlight the perks of investing in a life insurance policy. Read the text version. 4 Life Insurance Awareness Month Marketing Ideas A Look at Single-Premium Life Insurance Are Life Insurance Proceeds Subject to Taxes? Death & Taxes: The Cost of Passing On Ritter’s Fact-Finder How to Cross-Sell Insurance: The Advisor Approach ǀ ASG021 The Probate Process Try Cross-Selling Annuities to...

Duration:00:08:29

Are Your Medicare Marketing Materials Compliant? ǀ ASG121

2/28/2019
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Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS. Read the text version. CMS 2019 Medicare Communications and Marketing Guidelines Do’s and Don’ts of Medicare Compliance ǀ ASG005 Ritter's Certification Center Social Security Act: Section 1140 The Beginner’s Guide to D-SNPs Things to Think About Post-AEP Understanding Medicare Advantage Enrollment...

Duration:00:06:17

Senior Speak: Talking to Medicare Clients Age 65 & Older ǀ ASG120

2/21/2019
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Learn how to better connect with your Medicare clients. There are some best practices to think about when you're talking with Medicare clients who are 65 or older. We tell you what they are! Read the text version. 4 Reasons Why Ritter Should Be Your FMO Insurance Agency Addressing How We Talk About Aging Never Gets Old: ‘Whatever You Do, Don’t Say Elderly’ Aging & Communications: Engaging Older People Building Client Loyalty: More Than Just a Plan How Client Retention Boosts...

Duration:00:10:14

Medicare Supplement Changes Will Introduce Two New Eligibility Groups ǀ ASG119

2/19/2019
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Med Supp changes are coming for 2020. Get all the facts about the two new Med Supp eligibility groups here, like what they are, who falls into each group, which plans you can sell to clients in each group, and more, in this can't-miss episode. Read the text version. MACRA Definition MACRA Implementation Guidance MACRA – The Real Changes Coming to Medicare 2020 Getting Started Selling Medicare Supplements Keys to Client Retention: Face-to-Face Communication Med Supp Changes on the...

Duration:00:08:02

How Selling Insurance Helps Give Back ǀ ASG118

2/14/2019
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In the insurance industry, there's plenty of opportunities to give back. Discover how agents make a difference in their communities every day, and how you can, too! Read the text version. 3 Easy Ways to Build Your Insurance Sales Territory Affinity Marketing Build Your Brand with Community Involvement Cone Cause Evolution Study Highmark’s Community Involvement How Small Businesses Can Get Tax Deductions for Charitable Giving How to Incorporate Charity Into Your Business...

Duration:00:07:17

4 No-Good Reasons Why Insurance Agents Quit ǀ ASG117

2/12/2019
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Thinking about quitting insurance? We all have bad days! Before you do something you might regret, listen to this episode. Read the text version. 4 Reasons Why Ritter Should Be Your FMO Agent Survival Guide Building Client Loyalty: More than Just a Plan Think You Have What It Takes to Be a Great Agent? I Am Ready to Quit Selling Insurance Medicareful Ritter Insurance Marketing Ritter’s 100K Cash Giveaway Top 10 Reasons Why Insurance Brokers or Agents Fail Why Taking It Slow is...

Duration:00:06:55

Announcing the 2019 State of the Senior Market

2/7/2019
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What do insurance agents selling Medicare need to know in 2019? What can you expect from Ritter Insurance Marketing in the coming year? Join Ritter’s president, Craig Ritter, for his annual State of the Senior Market webinar. Craig will answer these questions and more, including new product additions and AEP enrollment stats. You won’t want to miss it! Register today! http://bit.ly/2TfnHEM Agent Survival Kits Every ‘Second’ Counts: Why Sell Cancer, Heart Attack and Stroke...

Duration:00:01:07

3 Advantages of Being an Independent Insurance Agent ǀ ASG116

2/5/2019
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Captive or independent? In this episode, we've got three reasons to consider going the independent agent route. Read the text version. 3 Tips to Becoming an Independent Insurance Agent 4 Perks of Being a Part-Time Insurance Agent 4 Reasons Why Ritter Should Be Your FMO Insurance Agency 7 Reasons to Choose an Independent Agent Building Client Loyalty: More than Just a Plan Captive Agent Captive Agent vs. Independent Agent Independent Agent Medicareful Ritter’s Medicare Quote...

Duration:00:09:52

Cure Your Clients’ Needs with a PDP ǀ ASG115

1/31/2019
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Can your portfolio handle your client's changing needs? Prescription drug plan needs can change at any time — including outside of the Annual Enrollment Period! Keep your Medicare sales flowing year-round with PDPs! Read the text version. 2019 Medicare Advantage & Part D Certification Info 4 Steps to Finding the Perfect PDP for Your Client 7 Powerful Practices for Selling Prescription Drug Plans Definitive Guidelines for the New Open Enrollment Period Why Are Part D Prescription...

Duration:00:05:47

Why Now is the Time to Start Selling Insurance ǀ ASG114

1/17/2019
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Out of all the insurances out there... why sell health insurance? We highlight four reasons to come down from the fence and over to the side of Medicare sales. Read the text version. Get Your Medicareful Site Insurance Sales Agents Job Outlook Ritter Insurance Marketing Ritter's Medicare Quote Engine Medicareful Do You Have What it Takes to Be a Great Insurance Agent? How Satisfied Are U.S. Workers with Their Salaries? 5 Myths About Selling Medicare Debunked An early look at how...

Duration:00:07:23

Agent Survival Kits Are Here!

1/9/2019
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Introducing the newest must-have resource for insurance agents — Agent Survival Kits! New to the market? Check out our Agent Survival Kit for Beginners. Been selling insurance for a while? Choose the Agent Survival Kit for Experts. Each kit is filled with resources like eBooks, articles, videos, and more! Every industry has a set of codes, rules, a way of doing business, abbreviations, and anagrams that are unique to services and work in that field. We've certainly got alphabet soup in...

Duration:00:02:02

A Quick Guide to Understanding Universal Life Insurance ǀ ASG113

1/8/2019
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Learn more about universal life insurance. We cover everything you need to know, including ideal customers for UL, IUL, and GUL insurance. Read the text version. Contact Ritter Insurance Marketing Identifying Ideal Clients for Universal Life Products Indexed Universal Life Insurance Life Insurance for Each of Life's Stages Term Life Insurance 5 Life Insurance Myths Your Clients May Believe Our Top Picks for Ideal Universal Life Insurance Prospects The Advisor Approach:...

Duration:00:12:18

Annuity Sales Are Set to Majorly Increase – Here’s Why ǀ ASG112

1/3/2019
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Get ready to maximize your business with annuity products! We've got the forecast on annuities for 2019, including why you should add them to your portfolio. Read the text version. Learn more about Life & Annuities with Ritter 4 Reasons Why Ritter Should Be Your FMO Insurance Agency 5 Strategies to Boost Your Annuity Sales Fed raises U.S. interest rates, sees at least three more years of growth Fifth Circuit Court of Appeals vacates DOL fiduciary rule How the SEC advice rule...

Duration:00:06:59

4 Ways to Keep Your Medicare Business Warm This Winter ǀ ASG111

12/27/2018
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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. Register with Ritter 2012 Facts from LIMRA 3 Ways to Calculate Your Clients’ Life Insurance Needs 4 Reasons Why Ritter Should Be Your FMO Building Client Loyalty: More Than Just a Plan Genesys Releases Customer Satisfaction Surveys Getting Started Selling Medicare Supplements Ritter Leads Program Rules...

Duration:00:07:55

The Part D SEP Triggers That Can Help You Post-AEP ǀ ASG110

12/20/2018
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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. 4 Steps to Finding the Perfect PDP for Your Client ǀ ASG109 7 Powerful Practices for Selling Prescription Drugs ǀ ASG047 Definitive Guidelines for the New Open Enrollment Period Find your level of Extra Help (Part D) How SPAPs...

Duration:00:11:18

4 Steps to Finding the Perfect PDP for Your Client ǀ ASG109

12/18/2018
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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. 7 Powerful Practices for Selling Prescription Drug Plans 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"...

Duration:00:09:37

Definitive Guidelines for the New Open Enrollment Period ǀ ASG108

12/13/2018
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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. CMS 2019 Medicare Communications and Marketing Guidelines 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...

Duration:00:08:13

What You Need to Know About 1035 Exchanges ǀ ASG107

12/11/2018
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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. 4 Out-of-the-Box Long-Term Care Insurance Solutions Identifying Ideal Clients for LTCi Life Insurance for Each of Life’s Stages ǀ ASG088 Pension Prevention Act of 2006 Becomes Law Tax Code 1035 Keys to Client Retention: Digital Communication Keys to Client Retention:...

Duration:00:09:07

4 Steps to Every Final Expense Sale ǀ ASG106

12/6/2018
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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. Register with Ritter IM Ritter's Many Final Expense Carriers & Their "Sweet Spots" 2017 Life Happens Insurance Barometer Study 4 Reasons Why Ritter Should Be Your FMO Insurance Agency Learn more about Final Expense with Ritter National Funeral Directors Association...

Duration:00:11:05

What an FMO Can Do For Your Business ǀ ASG105

12/4/2018
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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. Register with Ritter Agent Survival Guide Four Reasons Why Ritter Should Be Your FMO Insurance Agency Medicareful Ritter Insurance Marketing Ritter’s Online Contracting 4 No-Good Reasons Why Insurance Agents Quit Keys to Client Retention: Face to Face Communication Ready to Join an FMO? 10 Things to...

Duration:00:07:14