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Sarah J. Rueppel | Ritter Insurance Marketing
Whether you’re just getting started or a seasoned pro in the Medicare insurance market, the ASG Podcast has got you covered. Learn marketing tips and sales strategies. Receive industry updates on Medicare Advantage and Part D plans and stay compliant. Find out how the FMO Ritter Insurance Marketing can help improve the way you sell insurance. And so much more!
AHIP 2025 Certification Dates
The Friday Five for May 31, 2024:
Medicare Sales Planner & ACA Agent Calendar
The Fitbit Ace LTE
New Study on AI Adoption
KFF Health Policy 101 Resource
AHIP 2025 Certification Dates
How do you like to learn? Answer this week’s question of the week here: https://bit.ly/asgquestion
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
[01:39] Medicare Sales Planner & ACA Agent Calendar:
ACA Agent Sales Calendar PDF: https://ritterim.com/documents/the-busy-aca-agents-sales-calendar.pdf
Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner: https://link.chtbl.com/ASG570
Medicare Agent Sales Planner PDF: https://ritterim.com/documents/busy-medicare-agent-sales-planner.pdf
Stay Organized with the Busy ACA Agent’s Sales Calendar: https://link.chtbl.com/ASG571
[02:39] Fitbit Ace LTE:
Google announced a smartwatch for kids — and it looks pretty good: https://www.businessinsider.com/google-smartwatch-kids-fitbit-ace-lte-2024-5
Introducing Fitbit Ace LTE: the smartwatch kids and parents will both love: https://blog.google/products/fitbit/fitbit-ace-lte-smartwatch-kids/
Smartwatches Can Learn a Lot From Fitbit's New Kid-Focused Watch: https://www.cnet.com/tech/mobile/smartwatches-can-learn-a-lot-from-fitbits-new-kid-focused-watch/
The Fitbit Ace LTE is like a Nintendo smartwatch for kids: https://www.theverge.com/2024/5/29/24166168/fitbit-ace-lte-kids-smartwatch-wearables
[06:22] New Study on AI Adoption:
AI products like ChatGPT much hyped but not much used, study says: https://www.bbc.com/news/articles/c511x4g7x7jo
Hardly any of us are using AI tools like ChatGPT, study says – here’s why: https://www.techradar.com/computing/artificial-intelligence/hardly-any-of-us-are-using-ai-tools-like-chatgpt-study-says-heres-why
What does the public in six countries think of generative AI in news? https://reutersinstitute.politics.ox.ac.uk/what-does-public-six-countries-think-generative-ai-news
[10:29] KFF Health Policy 101:
Full Resource: https://www.kff.org/health-policy-101/
KFF's Health Policy 101 Chapters:
The Affordable Care Act: https://www.kff.org/health-policy-101-the-affordable-care-act/
Congress, the Executive Branch, and Health Policy: https://www.kff.org/health-policy-101-congress-and-the-executive-branch-and-health-policy/
Employer-Sponsored Health Insurance: https://www.kff.org/health-policy-101-employer-sponsored-health-insurance/
Health Care Costs and Affordability: https://www.kff.org/health-policy-101-health-care-costs-and-affordability/
Health Policy Issues in Women's Health: https://www.kff.org/health-policy-101-health-policy-issues-in-womens-health/
International Comparison of Health Systems: https://www.kff.org/health-policy-101-international-comparison-of-health-systems/
Medicaid: https://www.kff.org/health-policy-101-medicaid/
Medicare: https://www.kff.org/health-policy-101-medicare/
Race, Inequality, and Health: https://www.kff.org/health-policy-101-race-inequality-and-health/
The Politics of Health Care and the 2024 Election: https://www.kff.org/health-policy-101-the-politics-of-health-care-and-the-2024-election/
The Regulation of Private Health Insurance: https://www.kff.org/health-policy-101-the-regulation-of-private-health-insurance/
The Uninsured Population and Health Coverage: https://www.kff.org/health-policy-101-the-uninsured-population-and-health-coverage/
The U.S. Government and Global Health: https://www.kff.org/health-policy-101-the-u-s-government-and-global-health/
[14:27] AHIP 2025 Certification Dates:
AHIP Medicare + Fraud, Waste, and Abuse Online Course Site: https://www.ahipmedicaretraining.com/
Resources:
5 Social Media Trends for Insurance Agents in 2024: https://link.chtbl.com/ASGF20240524
9 Essential Tools for Beginner Insurance Agents: https://link.chtbl.com/ASG595
AI Highlights from Google I/O 2024: https://link.chtbl.com/ASGF20240517
Best Free Note-Taking Apps: https://link.chtbl.com/ASGA60
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Knight School Online Video Training Library: https://ritterim.com/knight-school/
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 (fka) 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/
18:2531/05/2024
9 Essential Tools for Beginner Insurance Agents
If you’re just starting out in the insurance industry, this episode is a must listen! Discover key tools and resources for establishing your business, gaining leads, marketing, compliance, and more!
Read the text version
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
A Review of the Top Medicare Quote Engines for Insurance Agents: https://ritterim.com/blog/a-review-of-the-top-medicare-quote-engines-for-insurance-agents/
CallVault: https://ritterim.com/the-ritter-platform/#callvault
CMS’ New Definition of Marketing & How it Affects Agents Selling Medicare Plans: https://ritterim.com/blog/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
Free eBooks & Guides: https://ritterim.com/guides/
How Insurance FMOs Work FREE eBook download: https://ritterim.com/how-insurance-fmos-work/
Knight School Training: https://ritterim.com/knight-school/
Lead Center: https://leads.integrity.com/login
Meet Your Sales Team at Ritter: https://ritterim.com/meet-your-sales-team/
Medicare Center: https://integrity.com/MedicareCENTER/
Medicare Quote Engine Prospectus PDF: https://ritterim.com/documents/prospectus/medicare-quote-engine-prospectus.pdf
Round Table Facebook Group: https://www.facebook.com/groups/RittersRoundTable/
Ritter Events Calendar: https://ritterim.com/events/
Ritter Insurance Marketing Joins Integrity Marketing Group: https://ritterim.com/blog/ritter-insurance-marketing-joins-integrity-marketing-group/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Best Software for Tracking Your Medicare Commissions: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
The Ritter Blog: https://ritterim.com/blog/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
The Ritter Platform – Elevate Your Sales Process PDF: https://ritterim.com/documents/prospectus/the-ritter-platform-prospectus.pdf
The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/
The Ultimate Agent Resource List Pt. 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
Your Guide to Compliant Medicare Call Recording with CallVault PDF: https://ritterim.com/documents/prospectus/your-guide-to-compliant-medicare-call-recording-with-callvault.pdf
Your Step-By-Step Guide to Getting Started in Insurance Sales eBook: https://ritterim.com/free-guide/
References:
Acuity Scheduling: https://acuityscheduling.com/
AgentMethods: https://www.agentmethods.com/
Appointment scheduling with Google Calendar: https://workspace.google.com/resources/appointment-scheduling/
Calendly: https://calendly.com/
HubSpot Free Meeting Schedular: https://www.hubspot.com/products/sales/schedule-meeting
Market Advisor: https://csg-actuarial-wordpress.appspot.com/software/market-advisor/
Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and
Microsoft Bookings: https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
The Best 24 Appointment Scheduling Apps and Booking Software: https://blog.hubspot.com/sales/best-scheduling-app
TrustedForm: https://activeprospect.com/trustedform/
Verisk Marketing Solutions: https://marketing.verisk.com/compliance/
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 (fka) 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/
16:5629/05/2024
Medicare Advantage Trial Rights Explained for Agents
What happens when a Medicare Advantage client wants to switch to Original Medicare? Depending on WHEN they enrolled, they may qualify for the Medicare Advantage Trial Right Period. Listen to learn more about how it works and who qualifies.
Read text version
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
Helping Clients Navigate Medicare’s Durable Medical Equipment Coverage: https://ritterim.com/blog/helping-clients-navigate-medicares-durable-medical-equipment-coverage/
How to Be an Adaptable Insurance Agent: https://link.chtbl.com/ASG582
How to Check Medicare Extra Help Eligibility for Your Client: https://ritterim.com/blog/how-to-check-medicare-extra-help-eligibility-for-your-client/
Interview: Training Opportunities for Agents at Ritter Insurance Marketing: https://ritterim.com/blog/interview-training-opportunities-for-agents-at-ritter-insurance-marketing/
Medicare Advantage Emergency-Related SEPs: https://ritterim.com/blog/medicare-advantage-emergency-related-seps/
Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG574
Surviving AEP: https://ritterim.com/aep/
What Beneficiaries Value Most in Medicare Advantage Plans: https://link.chtbl.com/ASG555
References:
Joining a Medicare Health Plan: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan
Learn How Medigap Works: https://www.medicare.gov/health-drug-plans/medigap/basics/how-medigap-works
Medigap Open Enrollment Period: https://www.medicare.gov/health-drug-plans/medigap/ready-to-buy
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/
09:2427/05/2024
5 Social Media Trends for Insurance Agents in 2024
How do recent social media trends work (or not work!) for insurance agents? Sarah and Tina discuss the latest trends to help agents with their social strategies. Listen ‘til the end for a special invitation to a comprehensive social media marketing event tailored specifically to agents.
Register for the Webinar - How to Market Yourself Online: https://bit.ly/marketyourself2024
Don’t forget to answer this week’s question of the week: https://bit.ly/asgquestion
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
AI Highlights from Google I/O 2024: https://link.chtbl.com/ASGF20240517
Best Free Note-Taking Apps: https://link.chtbl.com/ASGA60
How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
How to Keep Social Media Professional and Personal Simultaneously: https://link.chtbl.com/ASG443
Social Media Marketing for Insurance Agents: https://ritterim.com/social-media-ebook/
References:
11 social media trends you need to know in 2024: https://sproutsocial.com/insights/social-media-trends/
12 Emerging Social Media Trends in 2024: https://www.cmswire.com/digital-experience/12-emerging-social-media-trends-in-2024/
2024 Digital Media Trends: https://www2.deloitte.com/us/en/insights/industry/technology/digital-media-trends-consumption-habits-survey.html
Social Media Trends 2024: https://www.hootsuite.com/research/social-trends
The HubSpot Blog's 2024 Social Media Marketing Report: Data from 1400+ Global Marketers: https://blog.hubspot.com/marketing/hubspot-blog-social-media-marketing-report
The Top Marketing Trends of 2024 & How They've Changed Since 2023 [Data from 1400+ Global Marketers]: https://blog.hubspot.com/marketing/marketing-trends
THIS is how social media will change in 2024: https://www.youtube.com/watch?v=EAyUPsJ4JWY
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 (fka 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/
34:3724/05/2024
Agent Apps | Best Free Note-Taking Apps
Take your notes to the next level! Customize your to-do lists, projects, thoughts, calendar, and more with these free apps.
Kilonotes Pocket Apple: https://apps.apple.com/us/app/kilonotes-pocket/id1574139091
Kilonotes PDF Apple: https://apps.apple.com/us/app/kilonotes-notes-pdf-reading/id1514322479
Kilonotes Playstore: https://play.google.com/store/apps/details?id=com.topstack.kilonotes.pad&hl=en_US&gl=US
Notion Official Website: https://www.notion.so/product
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
Agent Apps | Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Agent Apps | What’s a Widget? Event Tracker Widgets and More: https://link.chtbl.com/ASGA59
How Much Money Can Health Insurance Agents Make? https://ritterim.com/blog/how-much-money-can-health-insurance-agents-make/
How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training: https://ritterim.com/blog/how-to-become-certified-for-aca-marketplace-sales-with-federally-facilitated-marketplace-ffm-training/
Marketplace Training Resources for Health Insurance Agents: https://ritterim.com/blog/marketplace-training-resources-for-health-insurance-agents/
The Best Books for Insurance Agents: https://link.chtbl.com/ASG590
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 (fka 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/
05:1622/05/2024
Overcome Stress with Niksen: The Art of Doing Nothing
When's the last time you dropped everything and just... did nothing? Learn how Niksen - the counterintuitive act of doing nothing - can reduce anxiety, stress, and possibly prevent burnout!
How do you stay motivated? What method works for you? Let us know! Send a message to [email protected] or call us at 1-717-562-7211.
Resources:
Breathwork and Meditation Apps: https://link.chtbl.com/ASGA25
Celebrating Every Step of the Process: https://link.chtbl.com/ASGM10242022
Creating Margin & Taking Back Control of Your Time: https://link.chtbl.com/ASGM20230130
How to Create a Healthy Balance Between Work and Life: https://link.chtbl.com/ASG439
Is Toxic Positivity Real? (And How to Avoid It): https://link.chtbl.com/ASG434
Mental Health & Mindfulness Apps: https://link.chtbl.com/ASGA20231018
The Power of Listening & Laughter: https://link.chtbl.com/ASGM20230306
What I've Learned About Imposter Syndrome (So Far): https://link.chtbl.com/ASG426
References:
Do Nothing for 2 Minutes: http://www.donothingfor2minutes.com/
Niksen Is the Dutch Lifestyle Concept of Doing Nothing—And You’re About to See It Everywhere: https://time.com/5622094/what-is-niksen/
Niksen: The Dutch Art of Purposefully Doing Nothing: https://www.bluezones.com/2019/11/niksen-the-dutch-art-of-purposefully-doing-nothing/
The art of doing nothing: have the Dutch found the answer to burnout culture? https://www.theguardian.com/lifeandstyle/2024/feb/07/the-art-of-doing-nothing-have-the-dutch-found-the-answer-to-burnout-culture
The Dutch 'Doing Nothing' Trend Which Could Beat Your Burnout In 2024: https://www.newsweek.com/what-niksen-dutch-lifestyle-trend-doing-nothing-1853433
The Dutch solution to busyness that captivated the world: https://www.bbc.com/travel/article/20230522-the-dutch-solution-to-busyness-that-captivated-the-world
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 (fka) 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/
08:1020/05/2024
AI Highlights from Google I/O 2024
The Friday Five for May 17, 2024:
Camp Ritter Employee Training Event Next Week
Talkspace Official Enters Medicare Market
IRS Announces HSA & HDHP Amounts for CY 2025
Apple Announces New Accessibility Features
Highlights from 2024 Google I/O Conference
How comfortable are you with AI? Answer this week’s question of the week: https://bit.ly/asgquestion
Talkspace Officially Enters Medicare Market:
Online therapy covered by Medicare: https://www.talkspace.com/coverage/insurance/medicare
Talkspace Expands Access to Tele-Mental Healthcare With Medicare Launch: https://www.businesswire.com/news/home/20240514596587/en/Talkspace-Expands-Access-to-Tele-Mental-Healthcare-With-Medicare-Launch
Talkspace expands online mental health therapy to millions of Medicare members: https://www.fiercehealthcare.com/digital-health/talkspace-expands-online-therapy-millions-medicare-members
Talkspace rolls out teletherapy access to 13 million Medicare members: https://vator.tv/news/2024-05-14-talkspace-rolls-out-teletherapy-access-to-13-million-medicare-members
Virtual Mental Health Provider Talkspace Taps Into Medicare Market: https://bhbusiness.com/2024/05/14/virtual-mental-health-provider-talkspace-taps-into-medicare-market/
IRS Announces HSA and HDHP Amounts for CY 2025:
IRS Announces 2025 HSA, HDHP Limits: https://www.shrm.org/topics-tools/news/benefits-compensation/irs-announces-2025-hsa--hdhp-limits
IRS announces HSA, HDHP limits for 2025: https://www.benefitspro.com/2024/05/13/irs-announces-hsa-hdhp-limits-for-2025/
IRS releases HSA and high-deductible health plan limits for 2025: https://global.lockton.com/us/en/news-insights/irs-releases-hsa-and-high-deductible-health-plan-limits-for-2025
Savings Boost: IRS Raises HSA Contribution Limits for 2025: https://www.hrmorning.com/news/irs-announces-new-hsa-contribution-limits/
Apple Announces New Accessibility Features:
Apple announces new accessibility features, including Eye Tracking, Music Haptics, and Vocal Shortcuts: https://www.apple.com/newsroom/2024/05/apple-announces-new-accessibility-features-including-eye-tracking/
Apple’s new accessibility features let you control an iPhone or iPad with your eyes: https://www.theverge.com/2024/5/15/24157271/apple-eye-tracking-speech-motion-sickness-accessibility-features
Highlights from 2024 Google I/O Conference:
Google I/O 2024 – the 7 biggest AI announcements, from Gemini to Android 15: https://www.techradar.com/phones/android/the-7-biggest-ai-announcements-from-google-io-2024
Google I/O 2024: Everything revealed including Gemini AI, Android 15 and more: https://www.engadget.com/google-io-2024-everything-revealed-including-gemini-ai-android-15-and-more-210414423.html
Google now offers ‘web’ search — and an AI opt-out button: https://www.theverge.com/2024/5/14/24074314/google-now-offers-web-search
Resources:
5 Alternative Apps to Replace Google Podcast: https://link.chtbl.com/ASGF20240329
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Greater Access to Health Coverage for DACA Recipients: https://link.chtbl.com/ASGF20240510
Interview: The 5 Pillars of Integrity: https://ritterim.com/blog/interview-the-5-pillars-of-integrity/
Interview: Training Opportunities for Agents at Ritter Insurance Marketing: https://ritterim.com/blog/interview-training-opportunities-for-agents-at-ritter-insurance-marketing/
Ready to Join an FMO? 10 Things to Consider: https://link.chtbl.com/ASG593
The Best Books for Insurance Agents: https://link.chtbl.com/ASG590
Tips for Becoming a Top Producing Insurance Agency: https://ritterim.com/blog/tips-for-becoming-a-top-producing-insurance-agency/
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 (fka) 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/
18:1817/05/2024
Ready to Join an FMO? 10 Things to Consider
Field Marketing Organizations can take your business to the next level. In this episode, learn ten things to consider when doing your research, and all the benefits and resources Ritter Insurance Marketing has to offer!
Read the text version
Register with Ritter Insurance Marketing
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Perks of Partnering with an FMO: https://link.chtbl.com/ASG575
Do’s and Don’ts of Medicare Compliance: https://ritterim.com/blog/dos-and-donts-of-medicare-compliance/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
How Insurance FMOs Work FREE eBook: https://ritterim.com/how-insurance-fmos-work/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Benefits of Joining a Top Insurance FMO: https://ritterim.com/blog/the-benefits-of-joining-a-top-insurance-fmo/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
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 (fka) 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/
13:1215/05/2024
Greater Access to Health Coverage for DACA Recipients
The Friday Five for May 10, 2024:
Summer 2024 Menus from Dunkin’ & Starbucks
What Apple Announced at their "Let Loose" Event
CMS Update on ACA Unauthorized Enrollment & Switching
Medicare Trust Fund Solvency Extended Through 2036
Greater Access to Health Coverage for DACA Recipients
Are you Team Dunkin’ or Team Starbucks? Choose your side in this week’s ASG Podcast Question of the Week: https://bit.ly/asgquestion
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Summer 2024 Menus from Dunkin’ & Starbucks:
Dunkin’ Unleashes Its Sips Of Summer: Debuts Kiwi Watermelon Dunkin’ Refresher With $3 Deal For Rewards Members: https://news.dunkindonuts.com/news/early-summer-menu-2024
Summer’s On at Starbucks with New Summer-Berry Starbucks Refreshers Beverages: https://stories.starbucks.com/press/2024/summers-on-at-starbucks-with-new-summer-berry-starbucks-refreshers-beverages/
What Apple Announced at their "Let Loose" Event:
Apple iPad event: all the news from Apple’s ‘Let Loose’ reveal: https://www.theverge.com/2024/5/7/24150047/apple-ipad-let-loose-event-news-announcements
Everything announced at Apple's Let Loose iPad event: https://www.engadget.com/everything-announced-at-apples-let-loose-ipad-event-161005007.html
Everything Apple unveiled at its 'Let Loose' event: iPad Pro, Air, Pencil, M4, and more: https://www.zdnet.com/article/everything-apple-unveiled-at-its-let-loose-event-ipad-pro-air-pencil-m4-and-more/
Here’s Everything Apple Announced at Its 'Let Loose' iPad Event: https://gizmodo.com/everything-announced-at-apple-let-loose-ipad-event-1851461307
CMS Update on ACA Unauthorized Enrollment & Switching:
Alert: Unauthorized Agent and Broker Activity on ACA Marketplace: https://www.cms.gov/files/document/agent-broker-infographic-2024-final.pdf
CMS Statement on Agent and Broker Marketplace Activity, Update: https://www.cms.gov/newsroom/press-releases/cms-statement-agent-and-broker-marketplace-activity-update
CMS Statement on Agent and Broker Marketplace Activity: https://www.cms.gov/newsroom/press-releases/cms-statement-agent-and-broker-marketplace-activity
Medicare Trust Fund Solvency Extended Through 2036:
2024 Medicare Trustees Report: https://www.cms.gov/oact/tr/2024
Fact Sheet: 2024 Social Security and Medicare Trustees Reports: https://home.treasury.gov/system/files/136/TR-2024-Fact-Sheet.pdf
Medicare hospital trust fund extended by 5 years to 2036: https://www.fiercehealthcare.com/payers/medicare-hospital-trust-fund-extended-five-years-2036
Medicare Trust Fund Extends Solvency Another 5 Years: https://www.ajmc.com/view/medicare-trust-fund-extends-solvency-another-5-years
Medicare Hospital Trust Fund to Stay Solvent Until 2036, Trustees' Report Says: https://www.medpagetoday.com/publichealthpolicy/medicare/109997
Medicare Posts $12B Loss for 2023: https://www.thinkadvisor.com/2024/05/07/medicare-posts-12b-loss-for-2023/
Greater Access to Health Coverage for DACA Recipients:
Biden-Harris Administration Finalizes Policies to Increase Access to Health Coverage for DACA Recipients: https://www.cms.gov/newsroom/press-releases/biden-harris-administration-finalizes-policies-increase-access-health-coverage-daca-recipients
Clarifying the Eligibility of Deferred Action for Childhood Arrivals (DACA) Recipients and Certain Other Noncitizens for a Qualified Health Plan through an Exchange, Advance Payments of the Premium Tax Credit, Cost-Sharing Reductions, and a Basic Health Program: https://www.federalregister.gov/documents/2024/05/08/2024-09661/clarifying-the-eligibility-of-deferred-action-for-childhood-arrivals-daca-recipients-and-certain
HHS Final Rule Clarifying the Eligibility of Deferred Action for Childhood Arrivals (DACA) Recipients and Certain Other Noncitizens: https://www.cms.gov/newsroom/fact-sheets/hhs-final-rule-clarifying-eligibility-deferred-action-childhood-arrivals-daca-recipients-and-certain
Resources:
2024 State of the Senior Market Address: In Review: https://ritterim.com/blog/2024-state-of-the-senior-market-address-in-review/
The Best Books for Insurance Agents: https://link.chtbl.com/ASG590
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
DOJ to Reschedule Marijuana: https://link.chtbl.com/ASGF20240503
How Agents Can Protect Clients from Unauthorized ACA Plan Switching: https://ritterim.com/blog/how-agents-can-protect-clients-for-unauthorized-aca-plan-switching/
How to Recruit Agents to Your Downline in 2024: https://link.chtbl.com/ASG588
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 (fka) 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/
21:2810/05/2024
Agent Apps | What's a Widget? Event Tracker Widgets and More
What’s a widget? We’re looking at widgets to help you keep track of important dates. Find out the fun and usefulness of smartphone widgets in this episode.
Days Counter Event Tracker App Store: https://apps.apple.com/lt/app/days-counter-event-tracker/id1604856248
Days Counter Event Tracker Playstore: https://play.google.com/store/apps/details?id=com.ibuild.dayscounter&hl=en_US&gl=US
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
Agents Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
Best Weather Apps: https://link.chtbl.com/ASGA046
Project Management Apps: https://link.chtbl.com/ASGA27
References:
Add Apps, shortcuts & widgets to your Home screens: https://support.google.com/android/answer/9450271?hl=en
How to add and edit widgets on your iPhone: https://support.apple.com/en-us/118610
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 (fka) 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/
05:0508/05/2024
Out-of-the-Box Ideas for Selling Final Expense Insurance
Final expense insurance can be a difficult topic to bring up with clients and prospects. We cultivated these creative sales strategies to make your next sales appointment go smoother!
Read text version
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Steps to Every Final Expense Sale: https://link.chtbl.com/ASG591
5 Life Insurance Myths Your Clients May Believe: https://link.chtbl.com/ASG362
The Advisor Approach: Cross-Selling by Fact-Finding:https://link.chtbl.com/ASG587
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Ritter Fact Finder Sheet: https://ritterim.com/documents/ritter-fact-finder.pdf
The Complete Guide on How to Sell Final Expense Insurance: https://ritterim.com/final-expense-ebook-digital/
References:
Brace Yourself: This is how much America’s 1% has saved: https://www.marketwatch.com/story/brace-yourself-this-is-how-much-americas-1-has-saved-2018-08-24
How Much Does the Average Funeral Cost? https://smartasset.com/life-insurance/how-much-does-the-average-funeral-cost
How much does a funeral cost in 2024? https://www.usatoday.com/money/blueprint/life-insurance/how-much-does-a-funeral-cost/
The Average Savings Account Balance: https://www.usnews.com/banking/articles/the-average-savings-account-balance
16:3606/05/2024
DOJ to Reschedule Marijuana
The Friday Five for May 3, 2024:
iPhone Silent Alarm Bug Fix
LinkedIn: Gaming & X Replacement?
FOMC April/May 2024 Meeting
Walmart Health to Shut Down
DOJ to Reschedule Marijuana
Which NYT game is your favorite? Answer our ASG Podcast question of the week here: https://bit.ly/asgquestion
iPhone Alarms Bug:
Apple confirms bug that is keeping some iPhone alarms from sounding: https://arstechnica.com/gadgets/2024/04/apple-confirms-bug-that-is-keeping-some-iphone-alarms-from-sounding/
If your iPhone alarm has gone quiet, Apple says it’s working on a fix: https://www.theverge.com/2024/4/30/24145296/apple-iphone-alarm-sounds-broken-ios-bug-fix-coming
Ring the alarm bells, the iPhone alarm isn’t working: https://techcrunch.com/2024/04/30/ring-the-alarm-bells-the-iphone-alarm-isnt-working/
LinkedIn: Gaming & X Replacement?
LinkedIn is the latest company to get in on gaming: https://www.theverge.com/24145605/linkedin-gaming-puzzle-game-nyt-wordle-netflix-games
LinkedIn is the Twitter/X rival no one is talking about: https://techcrunch.com/2024/05/01/linkedin-is-the-twitter-x-rival-no-one-is-talking-about/
LinkedIn launches gaming: 3 logic puzzles aimed at extending time spent on its networking platform: https://techcrunch.com/2024/05/01/linkedin-launches-gaming-three-logic-puzzles-aiming-to-extend-time-spent-on-its-networking-platform/
FOMC April/May 2024 Meeting:
Consumer Price Index - March 2024: https://www.bls.gov/news.release/pdf/cpi.pdf/
Personal Income and Outlays, March 2024: https://www.bea.gov/news/2024/personal-income-and-outlays-march-2024
Fed announces reduction in balance sheet runoff pace: https://www.reuters.com/markets/us/fed-announces-reduction-balance-sheet-runoff-pace-2024-05-01/
Fed holds interest rates at 23-year high as inflation continues to push back timing of a rate cut: https://www.cnn.com/business/live-news/markets-federal-reserve-meeting-05-01-24/index.html
Fed meeting recap: Powell pretty much rules out a hike as the central bank’s next move: https://www.cnbc.com/2024/05/01/fed-meeting-today-live-updates-on-may-fed-rate-decision.html
Federal Open Market Committee Meeting Schedule: https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm
The Fed rate decision meeting is today. Here's their rate decision. https://www.cbsnews.com/news/federal-reserve-interest-rate-meeting-may-1-2024/
Walmart Health to Shut Down:
Walmart closing health care clinics, ending virtual services: https://thehill.com/policy/healthcare/4632752-walmart-closing-health-care-clinics-ending-virtual-services/
Walmart Health Is Closing: https://corporate.walmart.com/news/2024/04/30/walmart-health-is-closing
Walmart shuttering all 51 health centers, citing lack of profitability: https://www.fiercehealthcare.com/providers/walmart-shuttering-all-51-health-centers-virtual-care
Walmart will close all of its health care clinics: https://www.cnn.com/2024/04/30/business/walmart-closes-health-clinics/index.html
DOJ to Reschedule Marijuana:
Biden gives cannabis industry a badly needed win: https://www.axios.com/2024/05/01/biden-marijuana-reclassification-cannabis-industry
Drug Scheduling: https://www.dea.gov/drug-information/drug-scheduling
Justice Dept plans to reschedule marijuana as a lower-risk drug: https://www.cnn.com/2024/04/30/economy/dea-marijuana-rescheduling/index.html
Justice Dept. Recommends Easing Restrictions on Marijuana: https://www.nytimes.com/2024/04/30/us/politics/justice-department-reclassify-marijuana.html
US moves to reclassify marijuana in historic shift: https://www.bbc.com/news/world-us-canada-68932612
US poised to ease restrictions on marijuana in historic shift, but it’ll remain controlled substance: https://apnews.com/article/marijuana-biden-dea-criminal-justice-pot-f833a8dae6ceb31a8658a5d65832a3b8
What rescheduling marijuana would look like: https://thehill.com/policy/healthcare/4634174-rescheduling-marijuana-look-like/
Resources:
5 Alternative Apps to Replace Google Podcast: https://link.chtbl.com/ASGF20240329
2025 Marketplace Final Rule: https://link.chtbl.com/ASGF20240412
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
How Agents Can Break into the Medicare World: https://ritterim.com/blog/how-agents-can-break-into-the-medicare-world/
How to Recruit Agents to Your Downline in 2024: https://link.chtbl.com/ASG588
Improve Your Customer Service with the Soft Skill of Negotiation: https://ritterim.com/blog/improve-your-customer-service-with-the-soft-skill-of-negotiation/
Interview: Learn How to Sell ACA Products During the Offseason: https://ritterim.com/blog/interview-learn-how-to-sell-aca-products-during-the-offseason/
Medicaid Unwinding One Year Later: https://link.chtbl.com/ASGF20240426
Medicaid Unwinding SEP Extended Through November 2024: https://ritterim.com/blog/medicaid-unwinding-sep-extended-through-november-2024/
The Best Books for Insurance Agents: https://link.chtbl.com/ASG590
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 (fka) 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/
19:4103/05/2024
4 Steps to Every Final Expense Sale
Tackle your next final expense sale with our winning formula. Discover four tried and true steps for educating your clients on life insurance and making the sale!
Read the text version
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Register with Ritter
Resources:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
4 Steps to Selling More Final Expense Insurance Infographic PDF: https://ritterim.com/documents/infographics/how-to-close-more-final-expense-sales-infographic.pdf
Final Expense Insurance: How Much Can Clients Expect It to Cover? https://link.chtbl.com/ASG519
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
More Than Medicare: https://docs.ritterim.com/products/more-than-medicare/
Ritter Fact Finder PDF: https://ritterim.com/documents/ritter-fact-finder.pdf
Ritter Insurance Marketing Final Expense Carrier Sweet Spots: https://docs.ritterim.com/products/more-than-medicare/#carrier-sweet-spots
The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG587
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
References:
Funeral Cost Statistics: https://nfda.org/news/statistics
Life Insurance Is on People Minds: https://lifehappens.org/research/life-insurance-is-on-peoples-minds/
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/
09:3801/05/2024
The Best Books for Insurance Agents
We asked our team about their favorite books for sales, business, and influencing people. Listen to hear their recommendations!
Read text version
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Book Recommendations:
Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones: https://www.amazon.com/dp/B07D23CFGR
Go for No! Yes is the Destination, No is How You Get There: https://www.amazon.com/dp/B00507TDJM
How to Win Friends and Influence People: Updated for the Next Generation of Leaders: https://www.amazon.com/dp/B09LVWLKXB
Influence, New and Expanded: The Psychology of Persuasion: https://www.amazon.com/dp/B08HZ57WYN
Jeffrey Gitomer “Little” Books: https://www.buygitomer.com/collections/books
The Psychology of Selling: Increase Your Sales Faster and Easier Than You Ever Thought: https://www.amazon.com/dp/B000SEQKRK
Think and Grow Rich: A Black Choice: A Guide to Success for Black Americans: https://www.amazon.com/dp/B0054KLWOE
The Trusted Advisor: 20th Anniversary Edition: https://www.amazon.com/dp/B000FC0VWA
The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust: https://www.amazon.com/dp/B006ES4GI4
Ritter Insurance Marketing’s free eBooks & Guides: https://ritterim.com/guides/
Resources:
Agent Apps | Reading Books on the Go - Library Apps: https://link.chtbl.com/ASGA08
Everything You Get With Your Ritter Registration: https://link.chtbl.com/ASG503
How to Get Health and Life Insurance Continuing Education Credits as an Agent: https://link.chtbl.com/ASG498
Lifelong Learning Online Educational Resources: https://link.chtbl.com/ASG482
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/
16:5829/04/2024
Medicaid Unwinding One Year Later
The Friday Five for April 26, 2024:
Ritter Roadshows & MTM Summit
Apple Announces Let Loose Event
TikTok Ban Provision Passed
FTC Bans Noncompete Agreements
Medicaid Unwinding One Year Later
Answer this week’s poll: https://bit.ly/asgquestion
Upcoming Ritter Events:
Ritter Roadshows:
Florida (Boca Raton, FL)
Illinois (Schaumberg, IL)
Wisconsin (Wauwatosa, WI)
More Than Medicare (MTM) Summit: https://summits.ritterim.com/
Apple Announces Let Loose Event:
Apple announces May 7th event for new iPads: https://www.theverge.com/2024/4/23/24078670/apple-may-product-event-ipad-date
Apple announces special event for May 7: ‘Let Loose’: https://9to5mac.com/2024/04/23/apple-announces-special-event-for-may-7-let-loose/
Ross Young: New iPad Air won’t feature mini-LED after all, but a new mystery iPad is coming in Q4: https://9to5mac.com/2024/04/24/ross-young-new-ipad-air-wont-feature-mini-led-after-all-but-a-new-mystery-ipad-is-coming-in-q4/
Tim Cook hints at new Apple Pencil 3 coming next month – here’s what the rumors say: https://9to5mac.com/2024/04/23/tim-cook-hints-apple-pencil-3/
TikTok Ban Provision Passed:
Biden signs a bill that could ban TikTok — after the 2024 election: https://www.nbcnews.com/politics/congress/congress-biden-bill-ban-tiktok-when-2024-election-rcna148792
President Biden signs law to ban TikTok nationwide unless it is sold: https://www.npr.org/2024/04/24/1246663779/biden-ban-tiktok-us
FTC Bans Noncompete Agreements:
After 26,000 public comments, FTC to vote on rule banning noncompete agreements: https://www.npr.org/2024/04/23/1246430110/noncompete-agreements-ftc-ban-lina-khan
Business groups are fighting to keep your non-competes on the books: https://www.businessinsider.com/ban-noncompete-agreements-approved-ftc-challenges-await-2024-4
Fact Sheet on FTC’s Proposed Final Noncompete Rule: https://www.ftc.gov/news-events/news/press-releases/2024/04/fact-sheet-ftcs-proposed-final-noncompete-rule
FTC Announces Rule Banning Noncompetes: https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes
Noncompete Rule: https://www.ftc.gov/legal-library/browse/rules/noncompete-rule
Non-Compete Clause Final Rule: https://www.ftc.gov/system/files/ftc_gov/pdf/noncompete-rule.pdf
U.S. bans noncompete agreements for nearly all jobs: https://www.npr.org/2024/04/23/1246655366/ftc-bans-noncompete-agreements-lina-khan
Medicaid Unwinding One Year Later:
Halfway Through Medicaid Unwinding: https://link.chtbl.com/ASGF20240216
KFF Survey of Medicaid Unwinding: https://www.kff.org/medicaid/poll-finding/kff-survey-of-medicaid-unwinding/
Medicaid Enrollment and Unwinding Tracker: https://www.kff.org/report-section/medicaid-enrollment-and-unwinding-tracker-overview/
Medicaid Unwinding SEP Extended Through November 2024: https://ritterim.com/blog/medicaid-unwinding-sep-extended-through-november-2024/
NAHU Rebrand, Medicaid Unwinding, & the State of the Senior Market 2023: https://link.chtbl.com/ASGF20230106
Navigating the Latest in Legislative & Regulatory Updates: https://link.chtbl.com/ASGF20240405
Where Medicaid unwinding and disenrollments stand at the one-year mark: https://www.healthinsurance.org/blog/where-medicaid-unwinding-and-disenrollments-stand-at-the-one-year-mark/
Resources:
2025 Marketplace Final Rule: https://link.chtbl.com/ASGF20240412
Agent’s Guide to Traditional Marketing Resources: https://link.chtbl.com/ASG583
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Drug Shortage Resources & ACA Unauthorized Switching Update: https://link.chtbl.com/ASGF20240419
Health Care Provisions in Biden’s 2025 Budget: https://link.chtbl.com/ASGF20240315
Interview: Developing a Client Retention Mindset: https://ritterim.com/blog/interview-developing-a-client-retention-mindset/
Interview: Learn How to Sell ACA Products During the Offseason: https://ritterim.com/blog/interview-learn-how-to-sell-aca-products-during-the-offseason/
Medicaid Unwinding SEP Extended Through November 2024: https://ritterim.com/blog/medicaid-unwinding-sep-extended-through-november-2024/
Navigating the Latest in Legislative & Regulatory Updates: https://link.chtbl.com/ASGF20240405
The Guide to Making Money Selling Health Insurance: https://ritterim.com/making-money-selling-insurance/
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
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/
21:4326/04/2024
Agent Apps | Best Free Writing & Grammar Apps
Ever press send on an email and immediately notice a spelling mistake? Use these apps to write clearly, concisely, and confidently!
Scribens Website: https://www.scribens.com/
HemingwayEditor Website: https://hemingwayapp.com/
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent’s Guide to Traditional Marketing Resources: https://link.chtbl.com/ASG583
Best Practices for Writing an Email to Your Insurance Clients: https://ritterim.com/blog/best-practices-for-writing-an-email-to-your-insurance-clients/
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Modern Medicare Marketing for Today’s Agents free eBook DOWNLOAD: https://ritterim.com/modern-marketing-guide/
Social Media Marketing for Insurance Agents free eBook DOWNLOAD: https://ritterim.com/social-media-ebook/
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://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/
06:5524/04/2024
Drug Shortage Resources & ACA Unauthorized Switching Update
The Friday Five for April 19, 2024:
Instagram-Like TikTok Notes Begins Rollout
Rebel Moon Part 2 & The Tortured Poets Department
CPI Data for March 2024
Drug Shortage Resource for Agents
ACA Unauthorized Plan Switching Update
Vote for your favorite Taylor Swift album in our ASG Podcast Question of the Week Poll!
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Instagram-Like TikTok Notes Begins Rollout:
TikTok Notes is basically Instagram for your TikTok account: https://www.engadget.com/tiktok-notes-is-basically-instagram-for-your-tiktok-account-170151958.html
TikTok Notes is the new competitor to Instagram. What is the app and how does it work? https://www.theguardian.com/media/2024/apr/18/tiktok-notes-instagram-competitor-launch-canada-australia-what-is-it-explainer
TikTok Notes starts rolling out as a new rival to Instagram: https://www.theverge.com/2024/4/17/24133311/tiktok-notes-photos-text-app-instagram
The Tortured Poets Department:
Apple Music: https://music.apple.com/us/album/the-tortured-poets-department/1736268193
Spotify: https://open.spotify.com/prerelease/5JeTM9iqdtLFfSFedipKdD?si=6ace8084c0f443c3
CPI Data for March 2024
Consumer Price Index - March 2024: https://www.bls.gov/news.release/pdf/cpi.pdf
Consumer Price Index (CPI) for March 2024 is Projected to Rise 3.4% Yera-Over-Year: https://insight.factset.com/consumer-price-index-cpi-for-march-2024-is-projected-to-rise-3.4-year-over-year
Consumer prices rose 3.5% from a year ago in March, more than expected: https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html
Here’s what would happen to the US economy if there are no rate cuts this year: https://www.cnn.com/2024/04/16/economy/what-if-no-rate-cuts-this-year/index.html
Inflation Back in the Picture as Markets Adapt to Delayed Interest Rate Cuts: https://www.usnews.com/news/economy/articles/2024-04-08/inflation-back-in-the-picture-as-markets-adapt-to-delayed-interest-rate-cuts
Stocks end the day higher even as blowout jobs report pushes some Fed officials to consider another rate hike: https://www.cnn.com/business/live-news/march-jobs-report-04-05-24/index.html
Stocks wobble after Powell warns that rate cuts will likely come later than expected: https://www.cnn.com/2024/04/16/business/chair-powell-discussion/index.html
The Fed may have pumped so much money into the economy that it's now taking way longer to cut rates: https://www.businessinsider.com/fed-powell-pump-money-us-economy-delayed-cut-interest-rate-2024-4
This Fed meeting is dangerous for markets. Here’s why: https://www.cnn.com/2024/03/20/investing/premarket-stocks-trading/index.html
US economy adds 303K jobs in March, much stronger than expected: https://www.foxbusiness.com/economy/us-jobs-report-march-2024
Watch Fed Chair Powell speak live during a policy forum in Washington: https://www.cnbc.com/2024/04/16/watch-fed-chair-powell-speak-live-during-a-policy-forum-in-washington.html
Drug Shortage Resource for Agents:
ASHP Calls for Policy Solutions as Drug Shortages Reach All-Time High: https://www.ashp.org/about-ashp/ceo-blogs/recent-blogs/ashp-calls-for-policy-solutions-as-drug-shortages-reach-all-time-high
Drug Shortages (FDA): https://www.fda.gov/drugs/drug-safety-and-availability/drug-shortages
Drug Shortages List from the American Society of Health-System Pharmacists (ASHP): https://www.ashp.org/drug-shortages/current-shortages/drug-shortages-list
Drug Shortages Statistics: https://www.ashp.org/drug-shortages/shortage-resources/drug-shortages-statistics
Healthy Returns: U.S. drug shortages reach record high, hitting Wegovy, ADHD medications: https://www.cnbc.com/2024/04/16/healthy-returns-us-drug-shortages-reach-record-high-hitting-wegovy.html
Hundreds of drugs are in short supply around the U.S., pharmacists warn: https://www.cbsnews.com/news/drug-shortages-adderall-adhd-chemo/
ACA Unauthorized Plan Switching Update:
CMS Statement on Agent and Broker Marketplace Activity: https://www.cms.gov/newsroom/press-releases/cms-statement-agent-and-broker-marketplace-activity
Resources:
2025 Marketplace Final Rule: https://link.chtbl.com/ASGF20240412
Agent's Guide to Partner Marketing Resources: https://link.chtbl.com/ASG585
Medicaid Unwinding SEP Extended Through November 2024: https://ritterim.com/blog/medicaid-unwinding-sep-extended-through-november-2024/
Navigating the Latest in Legislative & Regulatory Updates: https://link.chtbl.com/ASGF20240405
QR Code Scanner Apps: https://link.chtbl.com/ASGA56
The Guide to Making Money Selling Health Insurance: https://ritterim.com/making-money-selling-insurance/
Useful Apps that Teach You How to Cook: https://link.chtbl.com/ASGA57
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/
13:1619/04/2024
Best Practices for Training Downline Agents
Gather resources to equip your downlines for success. Be a guide for your downline agents; listen for new agent resources, hands-on-training tips, and more.
Read the text version
Register with Ritter!
Ask the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Tips for Making a Better Insurance Sales Pitch: https://link.chtbl.com/ASG469
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Before You Recruit: Setting Up Your Agency for Success: https://ritterim.com/blog/before-you-recruit-setting-up-your-agency-for-success/
Developing an Agency – Your Guide to Getting Started free eBook DOWNLOAD: https://ritterim.com/agency-guide/
Free eBooks & Guides: https://ritterim.com/guides/
How to Get Health and Life Insurance Continuing Education Credits as an Agent: https://ritterim.com/blog/how-to-get-health-and-life-insurance-continuing-education-credits-as-an-agent/
How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/
How to Recruit Insurance Agents to Your Downline: https://link.chtbl.com/ASG588
MA & PDP Complaint Sales Checklist: https://docs.ritterim.com/documents/compliance/ma-pdp-compliance-sales-checklist.pdf
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Knight School Training: https://ritterim.com/knight-school/
Should You Hire an Assistant for Your Insurance Business? https://link.chtbl.com/ASG336
Ritter Agency Docs: https://docs.ritterim.com/agencies/dashboard/
Ritter Events Calendar: https://ritterim.com/events/
Ritter Summits Registration: https://summits.ritterim.com/
The Best Books for Insurance Agents: https://ritterim.com/blog/the-best-books-for-insurance-agents/
The Ritter Blog: https://ritterim.com/blog/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
Tips for Becoming a Top Producing Insurance Agency: https://link.chtbl.com/ASG452
What Are Insurance Hierarchies & How Do They Work? https://link.chtbl.com/ASG517
Your Guide to Forming an Insurance Network: https://link.chtbl.com/ASG461
References:
4 Types of Learning Styles: How to Accommodate a Diverse Group of Students: https://www.rasmussen.edu/degrees/education/blog/types-of-learning-styles/
5 Benefits of Incorporating Hands On Learning into Training: https://www.linkedin.com/pulse/5-benefits-incorporating-hands-learning-training-allie-golon/
10 Best Virtual Meeting Platforms & Software: https://teambuilding.com/blog/virtual-meeting-platforms
11 Benefits of Collaborative Learning (Plus Tips to Use It) https://www.indeed.com/career-advice/career-development/benefits-of-collaborative-learning
How do Birds Learn How to Fly? https://www.allthingsnature.org/how-do-birds-learn-how-to-fly.htm
Level Up: The Values of Sales Shadowing for New Insurance Agents: https://blog.newhorizonsmktg.com/level-up-the-value-of-sales-shadowing-for-new-insurance-agents
Mentoring Guide: https://www.rackham.umich.edu/downloads/more-mentoring-guide-for-mentors.pdf
Mind-Blowing Statistics that Prove the Value of Employee Training and Development: https://www.shiftelearning.com/blog/statistics-value-of-employee-training-and-development
Ongoing Training: Its Benefits and Why You Should Consider It: https://www.apty.io/blog/ongoing-training-benefits-and-impact/
Profiting from Learning: Do Firms’ Investments in Education and Training Pay Off? https://businesstrainingexperts.com/knowledge-center/training-roi/profiting-from-learning/
Reflective Practice: https://www.skillsyouneed.com/ps/reflective-practice.html
The 5 Most Effective Teaching Styles (Pros & Cons of Each) https://www.thinkific.com/blog/teaching-styles/
The 40 Reflection Questions: https://www.edutopia.org/pdfs/stw/edutopia-stw-replicatingPBL-21stCAcad-reflection-questions.pdf
The Complete Guide to Independent Contractor Taxes: https://www.nerdwallet.com/article/small-business/independent-contractor-tax-guide
Why Communication Consistency Is Vital To Your Business: https://www.forbes.com/sites/forbesnycouncil/2018/08/22/why-communication-consistency-is-vital-to-your-business/?sh=4526564466e0
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 (fka) 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/
16:3817/04/2024
How to Recruit Agents to Your Downline in 2024
Looking to expand your business by hiring downline agents? We’ve got tips on where to find applicants, training resources, and more!
Read the text version
Ask the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Resources:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Before You Recruit: Setting Up Your Agency for Success: https://ritterim.com/blog/before-you-recruit-setting-up-your-agency-for-success/
Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522
Best Practices for Conducting an Interview ft. Dylan Cook: https://link.chtbl.com/ASG5335
Developing an Agency – Your Guide to Getting Started eBook DOWNLOAD: https://ritterim.com/agency-guide/
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
Ways to Boost Morale in the Workplace: https://link.chtbl.com/ASG556
Your Step-By-Step Guide to Getting Started in Insurance Sales eBook DOWNLOAD: https://ritterim.com/free-guide/
References:
Craigslist: https://washingtondc.craigslist.org/
How Much Is That Bad Hire Really Costing Your Business? https://www.businessnewsdaily.com/9066-cost-of-bad-hire.html
How to Post a Job on Facebook For Free (2024 Guide) https://www.forbes.com/advisor/business/how-to-post-job-on-facebook/
LinkedIn: https://www.linkedin.com/
Millennials Overtake Baby Boomers as America’s largest generation: https://www.pewresearch.org/short-reads/2020/04/28/millennials-overtake-baby-boomers-as-americas-largest-generation/
Monster: https://www.monster.com/
Rethinking the Extraverted Sales Ideal: The Ambivert Advantage: https://faculty.wharton.upenn.edu/wp-content/uploads/2013/06/Grant_PsychScience2013.pdf
The True Cost of a Bad Hire – It’s More Than You Think: https://www.forbes.com/sites/falonfatemi/2016/09/28/the-true-cost-of-a-bad-hire-its-more-than-you-think/?sh=16da43b84aa4
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/
08:1015/04/2024
2025 Marketplace Final Rule
The Friday Five for April 12, 2024:
Ritter Insurance Marketing Roadshows
ACA Unauthorized Plan Switching
Spotify AI Playlist
2024 Senior Market Symposium
2025 CMS Marketplace Final Rule
What kind of pet(s) do you have at home? Vote in our Question of the Week Poll!
Ritter Roadshows:
Indiana (Carmel, IN)
Ohio (Columbus, OH)
Michigan (Ypsilanti, MI)
ACA Unauthorized Plan Switching:
2024 Unauthorized Plan Switch (UPS) Update: https://kffhealthnews.org/wp-content/uploads/sites/2/2024/03/UPS-Cross-_Year-_Updates-022624-5CR-022224.pdf
ACA Plans Are Being Switched Without Enrollees’ OK: https://kffhealthnews.org/news/article/aca-obamacare-plans-switched-without-enrollee-permission-investigation/
Unauthorized ACA plan switches drive call for action against rogue agents: https://www.npr.org/sections/health-shots/2024/04/08/1243328699/health-insurance-obamacare-aca-plan-switch-rogue-agents
Unauthorized sign-ups cast shadow on Obamacare’s record enrollment: https://www.washingtonpost.com/politics/2024/04/04/unauthorized-sign-ups-cast-shadow-obamacares-record-enrollment/
Spotify AI Playlist:
Spotify adds new ‘AI Playlist’ feature that uses text prompts: https://9to5google.com/2024/04/08/spotify-ai-playlist/
Spotify Premium Users Can Now Turn Any Idea Into a Personalized Playlist With AI Playlist in Beta: https://newsroom.spotify.com/2024-04-07/spotify-premium-users-can-now-turn-any-idea-into-a-personalized-playlist-with-ai-playlist-in-beta/
2024 Senior Market Symposium:
Craig Ritter’s Senior Market Symposium Keynote: https://ritterim.wistia.com/medias/3djxgzf9ex
2025 CMS Marketplace Final Rule:
2025 Marketplace Final Rule Changes Agents Should Know: https://ritterim.com/blog/2025-marketplace-final-rule-changes-agents-should-know/
HHS Finalizes Policies to Make Marketplace Coverage More Accessible and Expand Essential Health Benefits: https://www.cms.gov/newsroom/press-releases/hhs-finalizes-policies-make-marketplace-coverage-more-accessible-and-expand-essential-health
HHS Notice of Benefit and Payment Parameters for 2025 Final Rule: https://www.cms.gov/newsroom/fact-sheets/hhs-notice-benefit-and-payment-parameters-2025-final-rule
Resources:
3 Growth Strategies for Your Insurance Sales Territory: https://link.chtbl.com/ASG5875
5 Alternative Apps to Replace Google Podcasts: https://link.chtbl.com/ASGF20240329
Ask the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Navigating the Latest in Legislative & Regulatory Updates: https://link.chtbl.com/ASGF20240405
QR Code Scanner Apps: https://link.chtbl.com/ASGA56
The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG587
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 (fka) 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/
15:0512/04/2024
Agent Apps | Useful Apps that Teach You How to Cook
Ready to spice up weekly meal planning and improve your home chef skills? Tina’s got two apps that will be your little helper next time you’re in the kitchen!
SideChef Official Website: https://www.sidechef.com/
Kitchen Stories Official Website: https://www.kitchenstories.com/en
Ask the Agent Survival Guide Podcast! 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:
Agent Apps | Best of Agent Apps: https://link.chtbl.com/ASGA50
Agent Apps | Breathwork & Meditation Apps: https://link.chtbl.com/ASGA25
Agent Apps | Grow with These Plant & Nature Apps: https://link.chtbl.com/ASGA30
Agent Apps | Instacart Review: https://link.chtbl.com/ASGA49
06:3810/04/2024
3 Growth Strategies for Your Insurance Sales Territory
Grow your territory, grow your business. Simple, right? Thing is, there are many paths agents can take to "growth" and "success." Which one is right for you? We've got a sampling of strategies to help you pinpoint the path that's right for you.
Read text version
Ask the Agent Survival Guide Podcast! 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:
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
Agent's Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent's Guide to Partner Marketing Resources: https://link.chtbl.com/ASG585
Agent's Guide to Traditional Marketing Resources: https://link.chtbl.com/ASG583
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://link.chtbl.com/ASGN20230414
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare): https://link.chtbl.com/2024BlakeAmos
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG580
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://www.ritterim.com/blog/insurance-agents-as-tpmos-what-cms-compliance-regulations-mean-for-you/
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
References:
Federal Register Website: https://www.federalregister.gov/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
07:5708/04/2024
Navigating the Latest in Legislative & Regulatory Updates
The Friday Five for April 5, 2024*:
Streamlining Enrollment in CHIP & Medicaid
Medicaid Unwinding SEP Extended
Short-Term Medical Insurance Changes
Final CY 2025 Part D Redesign Program
2025 CY MA and Part D Rate Announcement
*Note: This episode was recorded prior to the release of the CY 2025 MA and Part D Final Rule. Stay tuned for more information!
Which social media app would you like to learn more about? Cast your vote!
Have questions about marketing and sales? Ask the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Streamlining Enrollment in CHIP & Medicaid:
Biden-Harris Administration Builds on the Success of the Affordable Care Act by Streamlining Enrollment in Medicaid and CHIP Coverage: https://www.cms.gov/newsroom/press-releases/biden-harris-administration-builds-success-affordable-care-act-streamlining-enrollment-medicaid-and
Medicaid Program; Streamlining the Medicaid, Children's Health Insurance Program, and Basic Health Program Application, Eligibility Determination, Enrollment, and Renewal Processes: https://www.federalregister.gov/documents/2024/04/02/2024-06566/medicaid-program-streamlining-the-medicaid-childrens-health-insurance-program-and-basic-health
Medicaid Unwinding Extended:
HHS Takes Additional Actions to Help People Stay Covered During Medicaid and CHIP Renewals: https://www.cms.gov/newsroom/press-releases/hhs-takes-additional-actions-help-people-stay-covered-during-medicaid-and-chip-renewals
Medicaid Enrollment and Unwinding Tracker: https://www.kff.org/report-section/medicaid-enrollment-and-unwinding-tracker-overview/
Short-Term Medical Insurance Changes:
Biden-Harris Administration Protects Consumers from Low-Quality Coverage by Limiting “Junk” Health Plans: https://www.cms.gov/newsroom/press-releases/biden-harris-administration-protects-consumers-low-quality-coverage-limiting-junk-health-plans
Short-Term, Limited-Duration Insurance and Independent, Noncoordinated Excepted Benefits Coverage: https://public-inspection.federalregister.gov/2024-06551.pdf
Short-Term, Limited-Duration Insurance and Independent, Noncoordinated Excepted Benefits Coverage (CMS-9904-F) Fact Sheet: https://www.cms.gov/newsroom/fact-sheets/short-term-limited-duration-insurance-and-independent-noncoordinated-excepted-benefits-coverage-cms#_ftn1
STLDI Final Rules to Affect Short-Term Medical & Hospital Indemnity Plans: https://ritterim.com/blog/stldi-final-rules-to-affect-short-term-medical-and-hospital-indemnity-plans/
Final CY 2025 Part D Redesign Program:
Final CY 2025 Part D Redesign Program Instructions Fact Sheet: https://www.cms.gov/newsroom/fact-sheets/final-cy-2025-part-d-redesign-program-instructions-fact-sheet
2025 CY MA and Part D Rate Announcement:
2025 Medicare Advantage and Part D Rate Announcement: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-advantage-and-part-d-rate-announcement
CMS Finalizes Payment Updates for 2025 Medicare Advantage and Medicare Part D Programs: https://www.cms.gov/newsroom/press-releases/cms-finalizes-payment-updates-2025-medicare-advantage-and-medicare-part-d-programs
Fact Sheet: 2024 Medicare Advantage and Part D Rate Announcement: https://www.cms.gov/newsroom/fact-sheets/fact-sheet-2024-medicare-advantage-and-part-d-rate-announcement
Medicare Moves Toward Election Season Clash With Insurers: https://www.thinkadvisor.com/2024/04/02/medicare-moves-toward-election-season-clash-with-insurers/
Payers say MA rate cut puts affordable care at risk: https://www.fiercehealthcare.com/ai-and-machine-learning/medicare-advantage-rate-cut-remains-feds-keep-pressure
Resources:
5 Alternative Apps to Replace Google Podcast: https://link.chtbl.com/ASGF20240329
BOI Reporting for LLCs & ACA Enrollment Updates: https://link.chtbl.com/ASGF20240105
Halfway Through Medicaid Unwinding: https://link.chtbl.com/ASGF20240216
Health Care Provisions in Biden's 2025 Budget: https://link.chtbl.com/ASGF20240315
References:
Federal Register Website: https://www.federalregister.gov/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
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/
18:0005/04/2024
The Advisor Approach: Cross-Selling by Fact-Finding
Break free from the salesy (and stereotypical!) mold that clients sometimes associate with insurance agents. Learn how to switch up your approach and transform your sales success.
Read text version
Ask the Agent Survival Guide Podcast! 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:
4 Ancillary Cross-Sales to Show Clients You Care: https://ritterim.com/blog/four-ancillary-cross-sales-to-show-clients-you-care/
Download A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/
Insurance Cross-Sales: Everything You Need to Know to Get Started featuring Josh Hurley: https://link.chtbl.com/ASG408
Secure a Bigger, Better Business with Ancillary Products: https://link.chtbl.com/ASG586
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
Watch the Cross-Sell to Fill Coverage Gaps or Unmet Needs Knight School Module: https://ritterim.com/knight-school/expand-dominate/cross-sell/
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548
07:4403/04/2024
Secure a Bigger, Better Business with Ancillary Products
Boost your book of business with ancillary insurance! Discover the value of cross selling these products, the ideal clients, 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:
Ancillary Infographic: What’s Your Legacy? https://ritterim.com/documents/infographics/whats-your-legacy-dental-vision-infographic.pdf
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products FREE eBook: https://ritterim.com/selling-ancillary-with-medicare/
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
Knight School Training: https://ritterim.com/knight-school/
Ritter Insurance Marketing’s Events Calendar: https://ritterim.com/events/
The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548
06:4001/04/2024
5 Alternative Apps to Replace Google Podcasts
Searching for a Google Podcasts replacement? We’ve got you covered! Sarah and Tina reviewed 5 podcast players (that aren’t Apple or Spotify) to highlight unique features and give our recommendations.
Which of the 5 podcast apps are you most likely to try? VOTE HERE!
Podcast Addict: Android | Web
Overcast: iOS | Web
Podbean: Android | iOS | Web
Pocket Casts: Android | iOS | Web*
*Plus subscription required for web, Apple Watch, and Wear OS apps
YouTube Music: Android | iOS | Web
References:
Google Podcasts Is Going Away. Here’s How to Transfer Your Subscriptions: https://www.wired.com/story/google-podcasts-how-to-transfer-your-subscriptions/
It could’ve been great: An abridged Google Podcasts history: https://9to5google.com/2024/03/25/google-podcasts-history/
Migrate your podcast shows from Google Podcasts (US Only 🇺🇸): https://support.google.com/youtubemusic/thread/249139848/migrate-your-podcast-shows-from-google-podcasts-us-only-%F0%9F%87%BA%F0%9F%87%B8?hl=en
Why I'm happy to see the end of Google Podcasts: https://www.androidpolice.com/happy-end-google-podcasts/
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/
45:2229/03/2024
Agent Apps | QR Code Scanner Apps
Learn all about QR Codes, their uses for marketing, and making life more convenient!
QR & Bar Code Scanner by TeaCapps Playstore: https://play.google.com/store/apps/details?id=com.teacapps.barcodescanner
QR & Bar Code Scanner by TeaCapps Apple: https://apps.apple.com/kz/app/qr-code-barcode-scanner/id1048473097
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:
Agent Apps | Stop Doom Scrolling with These Micro-Learning Apps: https://link.chtbl.com/ASGA51
Agent Apps | Professional & Networking Apps: https://link.chtbl.com/ASGA20230823
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare): https://link.chtbl.com/2024BlakeAmos
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
References:
QR Code Security: What are QR Codes and are they safe to use? https://usa.kaspersky.com/resource-center/definitions/what-is-a-qr-code-how-to-scan/
05:1827/03/2024
Agent's Guide to Partner Marketing Resources
Sometimes it takes a village for a business to flourish. Discover ways to market your business with affinity partnerships and community involvement. All that and more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! 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:
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
Are Your Medicare Marketing Materials Compliant? https://link.chtbl.com/ASG538
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Medicare Advantage Open Enrollment Do's and Don’ts: https://link.chtbl.com/ASG574
Ritter Blog – Compliance Section: https://ritterim.com/blog/compliance/
Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540
References:
Affinity Marketing Definition: https://www.techtarget.com/whatis/definition/affinity-marketing
Complementary Business Definition: https://www.lawinsider.com/dictionary/complementary-business
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Medicare Program; Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly: https://www.federalregister.gov/documents/2023/04/12/2023-07115/medicare-program-contract-year-2024-policy-and-technical-changes-to-the-medicare-advantage-program
09:5825/03/2024
The DUALS Act of 2024
The Friday Five for March 22, 2024:
#FierceMadness
EWG’s Dirty Dozen & Clean Fifteen
iPad Update & This Week’s Streaming Pick
FOMC March 2024 Meeting
The DUALS Act of 2024
What would you rather? Read a story, listen to it, or watch the movie? VOTE HERE!
#FierceMadness:
#FierceMadness: Grab a bracket and vote for the most overused buzzword in healthcare! https://www.fiercehealthcare.com/special-reports/fiercemadness-grab-bracket-and-help-us-find-biggest-buzzword-healthcare
Fierce Madness Bracket PDF: https://s3.amazonaws.com/publiceditorial.qtxasset.com/Fierce+Madness+Round+1+Bracket.pdf
Environment Working Group’s Dirty Dozen & Clean Fifteen:
2024′s ‘Dirty Dozen’: The 12 fruits and vegetables with the most pesticides—and tips for enjoying them safely: https://www.cnbc.com/2024/03/20/dirty-dozen-2024-12-fruits-and-vegetables-with-the-most-pesticides.html
Blueberries, strawberries again on the ‘Dirty Dozen’ list: https://www.cnn.com/2024/03/19/health/dirty-dozen-produce-pesticides-2024-wellness/index.html
'Dirty Dozen' Guide Shows 95% of These Fruits and Veggies Tested Positive for Pesticides: https://www.commondreams.org/news/ewg-2024-dirty-dozen-pesticides
EWG’s 2024 Shopper’s Guide to Pesticides in Produce™: The Dirty Dozen™ is packed with fungicides that can disrupt human hormones: https://www.ewg.org/news-insights/news-release/2024/03/ewgs-2024-shoppers-guide-pesticides-producetm-dirty-dozentm
The Clean Fifteen (EWG Official List): https://www.ewg.org/foodnews/clean-fifteen.php
The Dirty Dozen (EWG Official List): https://www.ewg.org/foodnews/dirty-dozen.php
RR – iPad Update & This Week's Streaming Pick
Apple's iPad Pro could come with a matte display: https://mashable.com/article/apple-ipad-pro-matte-display-rumors
Claim of iPad announcement on March 26 ‘not true’ – Gurman: https://9to5mac.com/2024/03/21/ipad-announcement/
Gurman: No iPad Announcement Planned for March 26: https://www.macrumors.com/2024/03/21/gurman-no-ipad-announcement-march-26/
New iPad Air already shipping to US ahead of launch — and there’s a new size this time around: https://www.tomsguide.com/tablets/ipads/new-ipad-air-already-shipping-to-us-ahead-of-launch-and-theres-a-new-size-this-time-around
New iPad Pros and iPad Airs could land on March 26, but one model might be missing: https://www.techradar.com/tablets/ipad/new-ipad-pros-and-ipad-airs-could-land-on-march-26-but-one-model-might-be-missing
The Three-Body Problem: The 'unfilmable' Chinese sci-fi novel set to be Netflix's new hit 3 Body Problem: https://www.bbc.com/culture/article/20240319-3-body-problem-china-censored-sci-fi-netflix-hit
FOMC March 2024 Meeting:
Consumer Price Index (CPI) February 2024: https://www.bls.gov/news.release/pdf/cpi.pdf
Consumer prices up 3.1 percent from January 2023 to January 2024: https://www.bls.gov/opub/ted/2024/consumer-prices-up-3-1-percent-from-january-2023-to-january-2024.htm
Fed Holds Rates Steady and Projects Three Cuts This Year: https://www.nytimes.com/2024/03/20/business/fed-meeting-interest-rates.html
Federal Open Market Committee 2024 Calendar: https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm
Fed meeting recap: Everything Powell said during Wednesday’s market-moving news conference: https://www.cnbc.com/2024/03/20/fed-meeting-today-live-updates-on-march-fed-rate-decision.html
Personal Income and Outlays, January 2024: https://www.bea.gov/news/2024/personal-income-and-outlays-january-2024
The DUALS Act of 2024:
Cassidy, Carper, Cornyn, Warner, Scott, Menendez Comprehensive Legislation Improve Care For Patients Jointly Enrolled In Medicare And Medicaid: https://www.cassidy.senate.gov/newsroom/press-releases/cassidy-carper-cornyn-warner-scott-menendez-comprehensive-legislation-improve-care-for-patients-jointly-enrolled-in-medicare-and-medicaid/
Medicare, Medicaid Plans Could Drastically Change: https://www.newsweek.com/duals-act-new-bill-medicare-medicaid-integration-1879855
The Delivering Unified Access to Lifesaving Services Act of 2024: https://www.cassidy.senate.gov/wp-content/uploads/2024/03/Duals-Legislation-One-Pager-Final.pdf
Vulnerable Americans are stuck in a Medicare-Medicaid maze. Is a fix in sight? https://www.npr.org/sections/health-shots/2024/03/14/1238386157/vulnerable-americans-are-stuck-in-a-medicare-medicaid-maze-is-a-fix-in-sight
Resources:
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent’s Guide to Traditional Marketing Resources: https://link.chtbl.com/ASG583
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare): https://link.chtbl.com/2024BlakeAmos
Health Care Provisions in Biden’s 2025 Budget: https://link.chtbl.com/ASGF20240315
How to Be an Adaptable Insurance Agent: https://link.chtbl.com/ASG582
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/
16:5322/03/2024
Agent’s Guide to Digital Marketing Resources
Elevate your business and move into the modern world of digital marketing. We’ve compiled the ultimate guide; listen for best practices, resources, and expert tips!
Read the text version
Ask the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Full-Service Digital Marketing Resources:
$99 Social: https://www.99dollarsocial.com/
AgentMethods: https://www.agentmethods.com/
ConcierageBee: https://conciergebee.com/
Disruptive Advertising: https://disruptiveadvertising.com/
Firebelly Marketing: https://www.firebellymarketing.com/
Ignite Visibility: https://ignitevisibility.com/
KlientBoost: https://www.klientboost.com/
Lyfe Marketing: https://www.lyfemarketing.com/
ReminderMedia: https://remindermedia.com/
SEO Discovery: https://www.seodiscovery.com/
Self-Service Digital Marketing Resources:
Constant Contact: https://www.constantcontact.com/
HostGator : https://www.hostgator.com/
HubSpot: https://www.hubspot.com/
Google Ads: https://ads.google.com/home/
Google Business Profile: https://www.google.com/business/
GoDaddy: https://www.godaddy.com/
MailChimp: https://mailchimp.com/
SocialBee: https://socialbee.com/
Squarespace: https://www.squarespace.com/
Wix: https://www.wix.com/
WordPress: https://wordpress.com/
Freelance Resources:
Hubstaff Talent: https://hubstafftalent.net/
LinkedIn: https://www.linkedin.com/
Upwork: https://www.upwork.com/
Tutorials:
How to Create a Facebook Business Page in 7 Steps: https://www.entrepreneur.com/business-news/how-to-create-a-facebook-business-page-in-7-steps/309107
How to Create a Google Business Profile: https://www.constantcontact.com/blog/how-to-create-a-google-my-business-profile/
How to Set Up and Optimize Google My Business in 5 Minutes: https://blog.hootsuite.com/google-my-business/
How to Use Meta (Facebook) Business Manager: Complete Guide: https://blog.hootsuite.com/facebook-business-manager-guide/
Ritter Resources:
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Agent Apps | Project Management Apps: https://link.chtbl.com/ASGA27
Agent Apps | Wix vs. WordPress: https://link.chtbl.com/ASGA20231011
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
Generate Medicare Leads Using Marketing Materials from ShopRitterIM: https://link.chtbl.com/ASG511
How to Keep Social Media Professional and Personal Simultaneously: https://link.chtbl.com/ASG443
Registration Link: https://app.ritterim.com/public/registration/
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions: https://ritterim.com/blog/ritter-and-remindermedia-partnership-offers-agents-new-marketing-solutions/
Shop & Enroll Information: https://ritterim.com/shop-and-enroll/
The Ultimate Agent Resource List Pt 2: Keeping in Touch with Clients: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-2-keeping-in-touch-with-clients/
References:
187 Must Know Digital Marketing Statistics: https://www.demandsage.com/digital-marketing-statistics/
Medicare Communications and Marketing Guidelines: https://www.cms.gov/files/document/medicare-communications-marketing-guidelines-2-9-2022.pdf
Online Marketing: The Who, The What, Why, & How of Digital Marketing: https://blog.hubspot.com/marketing/what-is-digital-marketing
Share of those 65 and older who are tech users has grown in the past decade: https://www.pewresearch.org/short-reads/2022/01/13/share-of-those-65-and-older-who-are-tech-users-has-grown-in-the-past-decade/
The Ultimate Guide to Content Marketing in 2023: https://blog.hubspot.com/marketing/content-marketing
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/
23:4021/03/2024
Agent’s Guide to Traditional Marketing Resources
Learn the ins and outs of traditional marketing insurance agents can use to promote their business. We cover the whole process: types of marketing materials, use cases, and where to source them!
Read text version
Design Resources:
99Designs: https://99designs.com/
Fiverr: https://www.fiverr.com/
Freelancer: https://www.freelancer.com/
Upwork: https://www.upwork.com/
Print Resources:
4imprint: https://www.4imprint.com/
Carvertise: https://carvertise.com/
FASTSIGNS: https://www.fastsigns.com/
Lead Concepts: https://leadconcepts.com/
MOO: https://www.moo.com/us/
Office Depot Printing Services: https://www.officedepot.com/l/print-and-copy/print-services
Printful: https://www.printful.com/
Staples Print & Marketing Services: https://www.staples.com/services/printing/
Sticker Mule: https://www.stickermule.com/
Vistaprint: https://www.vistaprint.com/
Wrapify: https://wrapify.com/
Ritter Resources:
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Generate Medicare Leads Using Marketing Materials from ShopRitterIM: https://link.chtbl.com/ASG511
Registration Link: https://app.ritterim.com/public/registration/
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions: https://ritterim.com/blog/ritter-and-remindermedia-partnership-offers-agents-new-marketing-solutions/
Shop & Enroll Information: https://ritterim.com/shop-and-enroll/
ShopRitterIM.com Resources:
General: https://shopritterim.com/
Leads: https://shopritterim.com/ProductCategory?cat=leads
Pens: https://shopritterim.com/ProductCategory?cat=pens
Print Products: https://shopritterim.com/ProductCategory?cat=print
Promotional/Tradeshow Products: https://shopritterim.com/ProductCategory?cat=promo
Specialty Resources:
AllOver Media: https://allovermedia.com/
ReminderMedia Branded Magazine Info: https://remindermedia.com/branded-magazines/
Ritter Agents working with ReminderMedia: https://remindermedia.com/ritter-insurance-get-started-today/
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/
33:5519/03/2024
How to Be an Adaptable Insurance Agent
Want your insurance business to thrive in the modern world? Discover ways to implement adaptability in your day to day and watch your business grow.
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:
3 Tips on How to Improve Adaptability in the Workplace: https://link.chtbl.com/ASG546
4 Strategies for Effectively Working with a Team: https://link.chtbl.com/ASG490
How Slowing Down Can Speed Up Innovation: https://link.chtbl.com/ASG563
Improve Your Customer Service with this Soft Skill: Negotiation: https://link.chtbl.com/ASG536
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
The Ritter Platform Launches 3 New Tools & Shared Client Records: https://ritterim.com/blog/the-ritter-platform-launches-3-new-tools-and-shared-client-records/
Tips on Dealing with a Difficult Client: https://link.chtbl.com/ASG381
Why Being a Likable Agent Is Good for Your Business: https://link.chtbl.com/ASG433
References:
Adaptability in the Workplace: Benefits and Importance: https://www.indeed.com/career-advice/career-development/adaptability-in-the-workplace
Coping strategies to overcome personal and professional challenges: https://community.thriveglobal.com/coping-strategies-personal-professional-challenges/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
08:0916/03/2024
Health Care Provisions in Biden’s 2025 Budget
The Friday Five for March 15, 2024:
Ritter's Senior Market Symposium
Amazon to Deliver LillyDirect Prescriptions
Microsoft Teams Consolidating App Versions
House Passes Bill that Might Ban TikTok
Health Care Provisions in Biden’s 2025 Budget
Should each Friday Five mention be numbered, or can we go numberless? VOTE HERE!
Have feedback for the Agent Survival Guide Podcast team? 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:
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare): https://link.chtbl.com/2024BlakeAmos
Free Webtoon & Comic Book Apps: https://link.chtbl.com/ASGA55
Medicare Part D Prescription Payment Plan Updates: https://link.chtbl.com/ASGF20240308
Optimize Client Acquisition by Becoming a Registered Social Security Analyst ft. Tom Drapala: https://link.chtbl.com/2024TomDrapala
Talkspace Plans to Enter Medicare Market: https://link.chtbl.com/ASGF20240301
Ritter's Senior Market Symposium:
Register for Ritter’s Senior Market Symposium: https://www.ritterim.com/symposium
Amazon to Deliver LillyDirect Prescriptions:
Eli Lilly strikes deal with Amazon Pharmacy for home delivery of Zepbound, other drugs: https://www.marketwatch.com/story/eli-lilly-strikes-deal-with-amazon-pharmacy-for-home-delivery-of-zepbound-other-drugs-7cddddcb
Eli Lilly strikes drug dispensing deal with Amazon: https://www.ft.com/content/64730a98-7744-4c16-abd3-b1f1e0aa43c7
Eli Lilly teams with Amazon to offer home delivery of its Zepbound weight-loss drug: https://www.cbsnews.com/news/weight-loss-zepbound-eli-lilly-amazon/
Microsoft Teams Consolidating App Versions:
Microsoft Teams is finally moving to a single app for personal and work: https://www.theverge.com/2024/3/13/24099723/microsoft-teams-unified-app-personal-work-accounts
Microsoft Teams will merge into single app for work and personal: https://www.zdnet.com/article/microsoft-teams-will-merge-into-single-app-for-work-and-personal/
House Passes Bill that Might Ban TikTok:
House passes bill that could lead to US ban of TikTok: https://www.cnn.com/politics/live-news/tiktok-ban-bill-house-vote-03-13-24/index.html
House Passes Bill to Force TikTok Sale From Chinese Owner or Ban the App: https://www.nytimes.com/2024/03/13/technology/tiktok-ban-house-vote.html
H.R. 7521 the "Protecting Americans from Foreign Adversary Controlled Applications Act" Text: https://docs.house.gov/billsthisweek/20240311/HR%207521%20Updated.pdf
The House passed a TikTok ban bill. But is the app really a national security threat? https://www.npr.org/2024/03/14/1238435508/tiktok-ban-bill-congress-china
TikTok ban timeline: Congress' yearslong case against ByteDance: https://www.axios.com/2024/03/12/tiktok-ban-explain-why-china-congress
Health Care Provisions in Biden’s 2025 Budget:
Biden budget focuses on unfinished health care business: https://www.axios.com/2024/03/12/biden-budget-drug-costs-insurance
Breaking down Biden's $7.3T proposed budget for 2025: Here are his top health priorities: https://www.fiercehealthcare.com/payers/breaking-down-bidens-2025-proposed-budget-here-are-his-top-health-priorities
Budget of the U.S. Government Fiscal Year 2025: https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf
Fact Sheet: The Biden-Harris Administration Urges Congress to Lower Drug Costs for Americans with Commercial Insurance: https://www.hhs.gov/about/news/2024/03/11/fact-sheet-biden-harris-administration-urges-congress-lower-drug-costs-americans-with-commercial-insurance.html
FACT SHEET: The President’s Budget Protects and Increases Access to Quality, Affordable Healthcare: https://www.whitehouse.gov/omb/briefing-room/2024/03/11/fact-sheet-the-presidents-budget-protects-and-increases-access-to-quality-affordable-healthcare/
President Biden’s Drug Pricing Policy: State Of The Union Takeaways: https://www.forbes.com/sites/gebai/2024/03/10/president-bidens-drug-pricing-policy-state-of-the-union-says-it-all/?sh=7b0cc7575f7d
Remarks of President Joe Biden — State of the Union Address As Prepared for Delivery: https://www.whitehouse.gov/briefing-room/speeches-remarks/2024/03/07/remarks-of-president-joe-biden-state-of-the-union-address-as-prepared-for-delivery-2/
Statement by Secretary Becerra on the President’s Fiscal Year 2025 Budget: https://www.hhs.gov/about/news/2024/03/11/statement-by-secretary-becerra-on-the-presidents-fiscal-year-2025-budget.html
13:2415/03/2024
Agent Apps | Free Webtoon & Comic Book Apps
Love reading comics? Looking for a new form of entertainment? Whatever the case, Tina found apps where you can read webtoons and comic books for free. Listen to find out more!
Webtoon: https://www.webtoons.com/en/
ComiXology on Amazon: https://www.amazon.com/kindle-dbs/comics-store/home
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:
Agent Apps | Best Budgeting Apps: https://link.chtbl.com/ASGA036
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Stay Organized with the Busy ACA Agent’s Sales Calendar: https://link.chtbl.com/ASG571
The Power of Listening & Laughter | Monday Motivation: https://link.chtbl.com/ASGM20230306
References:
Difference Between Webtoon Originals and Canvas: https://www.webtoons.com/en/canvas/canvas-corner/whats-the-difference-between-canvas-and-originals/viewer?title_no=367518&episode_no=12&serviceZone=GLOBAL
Does Amazon Prime include ComiXology? Yes, and it comes with one big perk: https://www.businessinsider.com/guides/tech/does-amazon-prime-include-comixology
07:2813/03/2024
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare)
Create lasting client relationships with the retention mindset. Learn how as Blake Amos from Cigna Healthcare shares his expertise. In this interview, he explains what client retention is, how to implement retention-focused strategies, and elevating your retention efforts.
Read text version
Send Client Retention Feedback and Questions to Blake Amos: [email protected]
Feedback for the Agent Survival Guide Podcast? Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Cigna Healthcare Client Retention Resources*:
A Retention Mindset’s Perfectly Timed Follow-up: https://cignamedicareproducers.com/Portal/Search?id=122&type=mediaroomasset
Broker Resource Guide: https://cignamedicareproducers.com/Portal/GlobalActions/RedirectToContentUrl?LearningContentId=5170
Doctors, Drugs, and Dental: https://cignamedicareproducers.com/Portal/Search?id=118&type=mediaroomasset
Retention Playbook: https://cignamedicareproducers.com/Portal/GlobalActions/RedirectToContentUrl?LearningContentId=8068
Why Retention Mindset Sells More: https://cignamedicareproducers.com/Portal/Search?id=92&type=mediaroomasset
Why Retention Mindset Connects to Supplemental Benefits: https://cignamedicareproducers.com/Portal/Search?id=117&type=mediaroomasset
*A Cigna broker login is required to access these resources.
Other Helpful Resources:
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
FREE DOWNLOAD: The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG580
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
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/
27:5311/03/2024
Medicare Part D Prescription Payment Plan Updates
The Friday Five for March 8, 2024:
Contract Now Feature Changes for New Agents
Medicare Prescription Payment Plan Program Updates
Medicare Advantage Enrollment Trends Study from Chartis
Waze Updates App Features
How to Disable X (fka Twitter) Calling Feature
Ask the Agent Survival Guide Podcast! 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/
Info on Ritter’s Tools for Agents:
5 Things About Working with Ritter Insurance Marketing: https://link.chtbl.com/ASGF20230512
Everything You Get With Your Ritter Registration: https://link.chtbl.com/ASG503
FAQs About Working with Ritter Insurance Marketing: https://link.chtbl.com/ASG492
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Medicare Prescription Payment Plan Program UPDATES:
Biden-Harris Administration Issues Final Guidance to Help People with Medicare Prescription Drug Coverage Manage Prescription Drug Costs: https://www.cms.gov/newsroom/press-releases/biden-harris-administration-issues-final-guidance-help-people-medicare-prescription-drug-coverage
Fact Sheet: Medicare Prescription Payment Plan Final Part One Guidance: https://www.cms.gov/files/document/fact-sheet-medicare-prescription-payment-plan-final-part-one-guidance.pdf
KFF Poll on Affordability & ACA: Takeaways for Agents (February 23, 2024 Friday Five episode): https://link.chtbl.com/ASGF20240223
Timeline: Medicare Prescription Payment Plan Implementation: https://www.cms.gov/files/document/medicare-prescription-payment-plan-timeline.pdf
Medicare Advantage Enrollment Trends Study from Chartis:
Chartis: A look at Medicare Advantage enrollment trends in 2024: https://www.fiercehealthcare.com/payers/chartis-look-medicare-advantage-enrollment-trends-2024
Mounting headwinds in Medicare Advantage market haven’t stopped growth: https://www.chartis.com/insights/mounting-headwinds-medicare-advantage-market-havent-stopped-growth
Waze Updates App Features:
Waze update: 6 new features added to make driving safer, easier: https://mashable.com/article/waze-update-6-new-features
Waze will warn you about speed bumps and sharp curves soon: https://www.theverge.com/2024/3/5/24091139/google-waze-maps-new-alerts-speed-bumps-parking-traffic-circles
How To Disable X (fka Twitter) Calling Feature:
A new call feature on X is on by default, and you should probably turn it off: https://appleinsider.com/inside/iphone/tips/a-new-call-feature-on-x-is-on-by-default-and-you-should-probably-turn-it-off
How to Make Free Video and Audio Calls on X (Twitter): https://tech.co/news/how-to-make-free-video-audio-calls-x-twitter
How to turn off the feature on X that people are freaking out about: https://www.businessinsider.com/how-to-turn-off-audio-video-calls-x-twitter-ip-2024-3
Nobody Wants Phone Calls From Twitter. Here's How to Turn Them Off: https://www.cnet.com/tech/services-and-software/nobody-wants-phone-calls-from-twitter-heres-how-to-turn-them-off/
Twitter Adds Voice And Video Calls: Here's How To Disable It: https://www.slashgear.com/1430439/twitter-how-to-disable-voice-video-calling/
14:4708/03/2024
Why Client Retention Should Be Your Top Priority
Keep your clients coming back for more! Learn client retention strategies and practical steps to implement when marketing your insurance business.
Read 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:
How Client Retention Boosts Insurance Sales: https://link.chtbl.com/ASG580
Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner: https://link.chtbl.com/ASG570
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
Learning From Lost Medicare Sales: https://link.chtbl.com/ASG576
Stay Organized with the Busy ACA Agent's Sales Calendar: https://link.chtbl.com/ASG571
References:
51 customer service statistics you need to know: https://www.zendesk.com/blog/customer-service-statistics/
70 Customer Retention Statistics for 2024: Loyalty Programs & Strategies: https://financesonline.com/customer-retention-statistics/
2023: The year of customer service-led growth: https://www.zendesk.com/blog/2022-the-year-of-customer-service-led-growth/
Customer experience: A comprehensive guide for 2024: https://www.zendesk.com/blog/why-companies-should-invest-in-the-customer-experience/
Salesforce Report: Nearly 90% Of Buyers Say Experience a Company Provides Matters as Much as Products or Services: https://www.salesforce.com/news/stories/customer-engagement-research/
Zendesk Customer Experience Trends Report 2020: https://d1eipm3vz40hy0.cloudfront.net/pdf/cxtrends/cx-trends-2020-full-report.pdf
13:0805/03/2024
How Client Retention Boosts Insurance Sales
Investments aren’t just numbers on a spreadsheet, they can be people too! Discover what clients value in a business and how you can make them feel valued as their insurance agent.
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:
4 Tips for Making a Better Insurance Sales Pitch: https://link.chtbl.com/ASG469
Common Sales Mistakes You Might Be Making (And How to Fix Them) https://link.chtbl.com/ASG483
Guiding Your Clients from the Marketplace to Medicare: https://link.chtbl.com/ASG510
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
Improve Your Customer Service with This Soft Skill: Negotiation: https://link.chtbl.com/ASG536
The Complete Guide to Client Loyalty and Retention FREE eBook: https://ritterim.com/client-retention-guide/
Why Being a Likable Agent is Good for Business: https://link.chtbl.com/ASG433
References:
2017 State of Global Customer Service Report: https://info.microsoft.com/rs/157-GQE-382/images/EN-CNTNT-Report-DynService-2017-global-state-customer-service-en-au.pdf
15 Statistics That Should Change The Business World – But Haven’t: https://www.linkedin.com/pulse/20130604134550-284615-15-statistics-that-should-change-the-business-world-but-haven-t
70 Customer Retention Statistics for 2024: Loyalty Programs & Statistics: https://financesonline.com/customer-retention-statistics/
107 Customers Service Statistics and Facts You Should Ignore: https://www.helpscout.com/75-customer-service-facts-quotes-statistics/
Consumers Want Enhanced Experiences: https://www.propelsoftware.com/lp/what-customers-want
Customer Acquisition Vs. Retention Costs – Statistics And Trends: https://www.invespcro.com/blog/customer-acquisition-retention/
Customer Retention Statistics – The Ultimate Collection for Small Business: https://smallbiztrends.com/2023/12/customer-retention-statistics.html
Customer Retention Marketing vs. Customer Acquisition Marketing: https://www.outboundengine.com/blog/customer-retention-marketing-vs-customer-acquisition-marketing/
Five Customer Retention Tips for Entrepreneurs: https://www.forbes.com/sites/alexlawrence/2012/11/01/five-customer-retention-tips-for-entrepreneurs/?sh=186878cc5e8d
Zendesk Customer Experience Trends Report 2020: https://d1eipm3vz40hy0.cloudfront.net/pdf/cxtrends/cx-trends-2020-full-report.pdf
07:1502/03/2024
Talkspace Plans to Enter Medicare Market
The Friday Five for March 1, 2024:
Google Maps Glanceable Directions
Top Medicare Advantage Carriers
Interview with RSSA®’s Tom Drapala
Apple Rumor Roundup
Talkspace Plans to Enter Medicare Market
Ask the Agent Survival Guide Podcast! 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/
Talkspace To Expand Into Medicare:
Earnings call: Talkspace anticipates profitability in 2024 with strong growth: https://www.investing.com/news/stock-market-news/earnings-call-talkspace-anticipates-profitability-in-2024-with-strong-growth-3313596
Talkspace targets strong revenue growth in 2024 as it doubles down on payer, enterprise strategy: https://www.fiercehealthcare.com/health-tech/talkspace-targets-strong-revenue-growth-2024-it-doubles-down-payer-enterprise-strategy
Talkspace To Make Long-Held Medicare Expansion a Reality in 2024: https://bhbusiness.com/2024/01/11/talkspace-to-make-long-held-medicare-expansion-a-reality-in-2024/
Google Maps Glanceable Directions:
Google Maps: A new time-saving feature is finally here: https://mashable.com/article/google-maps-new-feature-glanceable-directions-rollout
Google Maps Finally Rolls Out Glanceable Directions: https://www.macrumors.com/2024/02/28/google-maps-rolls-out-glanceable-directions/
Google Maps' new 'glanceable directions' feature means safer driving with less battery drain: https://www.zdnet.com/article/google-maps-new-glanceable-directions-feature-means-safer-driving-with-less-battery-drain/
Top Medicare Advantage Carriers (by Enrollment):
10 Biggest Medicare Advantage Players: 2024: https://www.thinkadvisor.com/2024/02/12/10-biggest-medicare-advantage-players-2024/
Payers ranked by Medicare Advantage enrollment in 2024: https://www.beckerspayer.com/payer/payers-ranked-by-medicare-advantage-enrollment-in-2024.html
Interview with RSSA®’s Tom Drapala:
Optimize Client Acquisition by Becoming a Registered Social Security Analyst ft. Tom Drapala: https://link.chtbl.com/2024TomDrapala
Registration link (with Ritter discount) for the Registered Social Security Analyst (RSSA®) program: https://rssa.com/ritter/
Turn Social Security Prospects into Medicare Clients: Become a Registered Social Security Analyst: https://ritterim.com/blog/turn-social-security-prospects-into-medicare-clients-become-a-registered-social-security-analyst/
Apple Rumor Roundup:
Apple's 2024 iPad Air Lineup: What to Expect: https://www.macrumors.com/guide/2024-ipad-air/
Apple Events 2024: Apple’s event plans: https://www.macworld.com/article/672537/when-is-apples-next-event.html
Apple Spring Event: OLED iPad Pro, M3 MacBook Air, new iPhone 15 color, and more rumors: https://bgr.com/tech/apple-spring-event-what-to-expect-ipad-mac-iphone-rumors/
New iPad, MacBook Air, Mac mini: What to expect from a spring Apple event: https://appleinsider.com/articles/24/02/14/new-ipad-macbook-air-mac-mini-what-to-expect-from-a-spring-apple-event
Rumor: These are the devices that will support iOS 18 and iPadOS 18: https://9to5mac.com/2024/02/27/ios-18-devices-rumor/
12:5701/03/2024
Optimize Client Acquisition by Becoming a Registered Social Security Analyst ft. Tom Drapala
Combine the power of Social Security knowledge with your Medicare expertise and watch your insurance business flourish! Learn how the Registered Social Security Analyst (RSSA®) certification works and why it’s a great move for agents selling health insurance.
Get started on your Registered Social Security Analyst (RSSA®) Certification!
Read the text version
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:
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Turn Social Security Prospects into Medicare Clients: Become a Registered Social Security Analyst: https://ritterim.com/blog/turn-social-security-prospects-into-medicare-clients-become-a-registered-social-security-analyst/
References:
Official Registered Social Security Analysts (RSSA®) Website: https://rssa.com/
Registration link (with Ritter discount) for the Registered Social Security Analyst (RSSA®) program: https://rssa.com/ritter/
The National Association of Registered Social Security Analysts, Ltd. has no affiliation with the Social Security Administration or any other government agency. The Social Security information provided on this website does not, and is not intended to, constitute financial advice; All information, content, and materials available on this site are for general informational purposes only.
28:0629/02/2024
Agent Apps | Best News Apps
Looking for reliable and trustworthy news apps? Listen to find out what Tina has in store for you!
Register with Ritter to gain Access to The Ritter Platform, Medicare Quote Engine, and More Tools for Insurance Agents: https://app.ritterim.com/public/registration/
Ground News Official Site: https://ground.news/app
Reuters Official Site: https://www.reuters.com/account/register/sign-up/
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:
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Agent Apps | Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
Everything You Get with Your Ritter Registration: https://link.chtbl.com/ASG503
FAQs About Shop & Enroll ft. Jimmy Webber: https://link.chtbl.com/ASG537
Lifelong Learning Online Education Resources: https://link.chtbl.com/ASG482
Why Should Agents Register with Ritter Insurance Marketing? https://link.chtbl.com/ASGWhyRitter
References:
Reuters Fact Check: https://www.reuters.com/fact-check/about/
Reuters Fact Check Media Bias: https://www.allsides.com/news-source/reuters-fact-check-media-bias
06:1728/02/2024
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes
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
12:2026/02/2024
KFF Poll on Affordability & ACA: Takeaways for Agents
The Friday Five for February 23, 2024:
Apple Music Replay Monthly
FDA Approves Severe Frostbite Treatment
New Audio Features from Samsung
Medicare Prescription Payment Plan Program
KFF Poll on Affordability & ACA: Takeaways for Agents
Ask the Agent Survival Guide Podcast! 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:
4 Perks of Partnering with an FMO: https://link.chtbl.com/ASG575
A Financial Snapshot of Medicare Beneficiaries in 2023: https://link.chtbl.com/ASGF20240209
Halfway Through Medicaid Unwinding: https://link.chtbl.com/ASGF20240216
Learning from Lost Medicare Insurance Sales: https://link.chtbl.com/ASG576
Social Media Marketing Apps: https://link.chtbl.com/ASGA52
Apple Music Replay Monthly:
Apple Music introduces a monthly version of Replay: https://techcrunch.com/2024/02/20/apple-music-introduces-a-monthly-version-of-replay/
Apple Music Reply will recap listening habits monthly: https://www.theverge.com/2024/2/20/24078224/apple-music-reply-will-recap-listening-habits-monthly
FDA Approves Severe Frostbite Treatment:
FDA approves first treatment for severe frostbite: https://www.cnn.com/2024/02/14/health/iloprost-frostbite-fda/index.html
FDA Approves Iloprost for Severe Frostbite: https://www.medscape.com/viewarticle/fda-approves-iloprost-severe-frostbite-2024a10003cn?form=fpf
US FDA approves first treatment for severe frostbite: https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-approves-first-treatment-severe-frostbite-2024-02-14/
New Audio Features from Samsung:
Samsung details a host of audio upgrades coming to its phones, tablets, and TVs: https://www.theverge.com/2024/2/20/24078026/samsung-galaxy-buds-auracast-360-audio-auto-switch-support
Samsung is upgrading a bunch of audio capabilities on its phones, tablets and earbuds: https://www.engadget.com/samsung-is-upgrading-a-bunch-of-audio-capabilities-on-its-phones-tablets-and-earbuds-133533584.html
Medicare Prescription Payment Plan Program:
CMS Issues Additional Guidance on Program to Allow People with Medicare to Pay Out-of-Pocket Prescription Drug Costs in Monthly Payments: https://www.cms.gov/newsroom/press-releases/cms-issues-additional-guidance-program-allow-people-medicare-pay-out-pocket-prescription-drug-costs
Draft CY 2025 Part D Redesign Program Instructions Fact Sheet: https://www.cms.gov/newsroom/fact-sheets/draft-cy-2025-part-d-redesign-program-instructions-fact-sheet
Fact Sheet: Medicare Prescription Payment Plan: https://www.cms.gov/files/document/medicare-prescription-payment-plan-fact-sheet.pdf
Maximum Monthly Cap on Cost-Sharing Payments Under Prescription Drug Plans: Draft Part One Guidance on Select Topics, Implementation of Section 1860D-2 of the Social Security Act for 2025, and Solicitation of Comments: https://www.cms.gov/files/document/medicare-prescription-payment-plan-part-1-guidance.pdf
Medicare Prescription Payment Plan: Draft Part Two Guidance on Select Topics, Implementation of Section 1860D-2 of the Social Security Act for 2025, and Solicitation of Comments: https://www.cms.gov/files/document/medicare-prescription-payment-plan-draft-part-two-guidance.pdf
Timeline: Medicare Prescription Payment Plan Implementation: https://www.cms.gov/files/document/medicare-prescription-payment-plan-timeline.pdf
KFF Poll on Affordability & ACA: Takeaways for Agents:
Boost Your Commissions with a New HI Sales Strategy ft. Harry Rittner & Damon Logan: https://link.chtbl.com/ASG494
Cross-Selling Cancer, Heart Attack and Stroke, and Critical Illness Insurance: https://ritterim.com/knight-school/expand-dominate/cross-sell/6/
KFF Health Tracking Poll February 2024: Voters on Two Key Health Care Issues: Affordability and ACA: https://www.kff.org/affordable-care-act/poll-finding/kff-health-tracking-poll-february-2024-voters-on-two-key-health-care-issues-affordability-and-aca/
Questions for our Sales Team? Reach out for answers: https://ritterim.com/meet-your-sales-team/
The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG587
13:1523/02/2024
Keys to Client Retention: Face-to-Face Communication
Build strong connections with your clients through effective face-to-face communication. We've got best practices 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:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Building Client Loyalty: More than Just a Plan: https://link.chtbl.com/ASG496
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
Improve Your Customer Service with this Soft Skill: Negotiation: https://link.chtbl.com/ASG536
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Senior Speak: Talking to Medicare Clients Age 65 & Older: https://link.chtbl.com/ASG412
Why Being a Likable Agent is Good for Your Business: https://link.chtbl.com/ASG433
References:
6 Benefits of Effective Communication: https://whatsupusana.com/2017/02/benefits-effective-communication/
13 Powerful Body Language Tips To Instantly Boost Your Confidence: https://liveboldandbloom.com/10/self-confidence/confident-body-language
15 Tips for Effective Communication in Leadership: https://www.ccl.org/articles/leading-effectively-articles/communication-1-idea-3-facts-5-tips/
Active Listening: https://www.mindtools.com/az4wxv7/active-listening
Body Language: https://www.mindtools.com/aejjzul/body-language
Is Nonverbal Communication a Numbers Game? https://www.psychologytoday.com/us/blog/beyond-words/201109/is-nonverbal-communication-a-numbers-game
Is ‘Sweetie’ and ‘Dear’ a Hurt for the Elderly? https://www.nytimes.com/2008/10/07/us/07aging.html
The Importance of Effective Communication: https://www.stevenson.edu/online/about-us/news/importance-effective-communication/
The Mistakes We Make Communicating with Elders (and How to Fix Them) https://lifehacker.com/the-mistakes-we-make-communicating-with-elders-and-how-1575782036
11:0722/02/2024
Keys to Client Retention: Digital Communication
Carry your business into modern times by utilizing digital communications to the fullest. Learn how you can create quality interactions via email, phone, and social media.
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 Basic Care Tips for Your Electronic Devices: https://link.chtbl.com/ASG484
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
Cybersecurity Best Practices for Insurance Agents: https://link.chtbl.com/ASG515
Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/
Do You Have What It Takes to Be a Great Insurance Agent? https://link.chtbl.com/ASG326
Empowering Agents Through Technology ft. Aaron Kassover: https://link.chtbl.com/ASG458
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG305
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
Social Media Marketing for Insurance Agents FREE eBook download: https://ritterim.com/social-media-ebook/
Why Being a Likeable Agent is Good for Your Business: https://link.chtbl.com/ASG433
References:
5 Reasons Why Multitasking Makes You Less Productive: https://www.yourdigitalresource.com/post/youre-less-productive-when-youre-multitasking
11 Free Email Hacks to Step Up Your Productivity: https://blog.hubspot.com/marketing/email-hacks-productivity
80 Customer Service Statistics: 8 Lessons to Fuel Growth in 2020 and Beyond: https://www.groovehq.com/customer-service-statistics
Behind the Sciences: How to Write A Professional Email Fast: https://www.yesware.com/blog/how-to-write-a-professional-email/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Share of those 65 and older who are tech users has grown in the past decade: https://www.pewresearch.org/short-reads/2022/01/13/share-of-those-65-and-older-who-are-tech-users-has-grown-in-the-past-decade/
Six Telephone Communication Skills Tips for Customer Service: https://www.skillsyouneed.com/rhubarb/customer-service-telephone-skills.html
The Science Behind Answering the Phone with a Smile: https://www.smiledog.io/smiling-on-phone/
12:3620/02/2024
Learning from Lost Medicare Insurance Sales
Find solutions to improve your sales tactics after lost insurance sales opportunities. We’ve got strategies and resources to help you get back up on your feet. Keep moving and improving your insurance business!
Read the text version
Register with Ritter here!
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:
4 Steps to Selling Dental, Vision, and Hearing Insurance: https://link.chtbl.com/ASG323
7 Powerful Practices for Selling Prescription Drug Plans: https://link.chtbl.com/ASG309
Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522
Developing an Agency – Your Guide to Getting Started FREE eBook: https://ritterim.com/agency-guide/
Get Your Portfolio Review: https://ritterim.com/portfolio/
How Insurance FMOs Work FREE eBook: https://ritterim.com/how-insurance-fmos-work/
How to Streamline Your Insurance Sales Process: https://link.chtbl.com/ASG520
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Organization Tips and Trick for the Medicare Annual Enrollment Period: https://ritterim.com/blog/organization-tips-and-tricks-for-the-medicare-annual-enrollment-period/
Senior Speak: Talking to Medicare Clients Age 65 & Older: https://link.chtbl.com/ASG412
Should You Hire an Assistant for Your Insurance Business? https://link.chtbl.com/ASG336
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Definitive Guide to Getting Leads and Prospecting for Medicare Sales FREE eBook: https://ritterim.com/lead-generation-guide/
The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425
The Ritter Platform: https://ritterim.com/the-ritter-platform/
References:
26 Habits of Incredibly Successful Salespeople: https://blog.hubspot.com/sales/habits-to-become-a-more-effective-salesperson
Active Listening: https://www.mindtools.com/az4wxv7/active-listening
The Negative Effects of Elderspeak: https://www.nextavenue.org/negative-effects-elderspeak/
11:3517/02/2024
Halfway Through Medicaid Unwinding
The Friday Five for February 16, 2024:
Gmail Spam Protection Rolling Out
Threads Testing New Feature
2025 MA and Part D Advance Notice
Draft of CY 2025 Part D Redesign
Halfway Through Medicaid Unwinding
Ask the Agent Survival Guide Podcast! 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:
4 Perks of Partnering with an FMO: https://link.chtbl.com/ASG575
A Financial Snapshot of Medicare Beneficiaries in 2023: https://link.chtbl.com/ASGF20240209
Apps to Help You Stay Healthy: https://link.chtbl.com/ASGA53
Things to Think About Post-OEP: https://link.chtbl.com/ASG572
What You Need to Know About 1035 Exchanges: https://link.chtbl.com/ASG573
Gmail Spam Protection Rolling Out:
New Mass Gmail Rejections To Start April 2024, Google Says: https://www.forbes.com/sites/daveywinder/2024/02/14/google-warns-of-mass-gmail-message-blocks-new-email-security-rules/?sh=4c19402532fa
Tired of spam emails? Google has new protections for Gmail users: https://www.techradar.com/computing/tired-of-spam-emails-google-has-new-protections-for-gmail-users
Threads Testing New Feature:
In battle with X, Threads gets trending topics where politics will be allowed: https://techcrunch.com/2024/02/12/in-battle-with-x-threads-gets-trending-topics-where-politics-will-be-allowed/
Threads is testing ‘Today’s topics’ to tell users what’s trending in the US: https://www.theverge.com/2024/2/12/24071014/threads-topics-testing-us-test
CMA 2025 MA and Part D Advance Notice:
2024 Medicare Advantage and Part D Advance Notice Fact Sheet: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-advance-notice-fact-sheet
2025 Medicare Advantage and Part D Advance Notice Fact Sheet: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-advantage-and-part-d-advance-notice-fact-sheet
CMS Draft of CY 2025 Part D Redesign:
Draft CY 2025 Part D Redesign Program Instructions Fact Sheet: https://www.cms.gov/newsroom/fact-sheets/draft-cy-2025-part-d-redesign-program-instructions-fact-sheet
Halfway Through Medicaid Unwinding:
Halfway through 'unwinding,' Medicaid enrollment is down about 10M: https://www.fiercehealthcare.com/regulatory/halfway-through-unwinding-medicaid-enrollment-down-about-10-million
Medicaid Enrollment and Unwinding Tracker: https://www.kff.org/report-section/medicaid-enrollment-and-unwinding-tracker-overview/
12:1416/02/2024
Agent Apps | Apps to Help You Stay Healthy
Discover two apps that assist you in your journey to a healthier lifestyle.
Smoke Free Official Website: https://smokefreeapp.com/
Yuka Official Website: https://yuka.io/en/
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:
7 Ways to Overcome the Fear of Rejection: https://link.chtbl.com/ASG547
Agent Apps | Habit & Mood Tracker Apps: https://link.chtbl.com/ASGA048
Agent Apps | Mental Health & Mindfulness Apps: https://link.chtbl.com/ASGA20231018
Agent Apps | Instacart Review: https://link.chtbl.com/ASGA49
06:1114/02/2024
4 Perks of Partnering with an FMO
Discover how joining a field marketing organization can boost your insurance business growth in 2024. Whether you're just starting out, or you've recently become independent, we've got resources to help!
Join Our FMO! Register with Ritter Insurance Marketing
Ask the Agent Survival Guide Podcast! 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 Things About Working with Ritter Insurance Marketing: https://link.chtbl.com/ASGF20230512
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
How Insurance FMOs Work: https://link.chtbl.com/ASGT20240208
Meet the sales team here at Ritter: https://www.ritterim.com/meet-your-sales-team/
The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425
Why Should Agents Work with Ritter Insurance Marketing? https://link.chtbl.com/ASGWhyRitter
11:1312/02/2024
A Financial Snapshot of Medicare Beneficiaries in 2023
The Friday Five for February 9, 2024:
Google Bard now Google Gemini
Last-Minute Valentine's Day Gifts
Normalizing Loud Budgeting
Gallup Poll on U.S. Healthcare Costs
A Medicare Beneficiary Financial Snapshot
Ask the Agent Survival Guide Podcast! 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:
Increase Sales and Productivity with the Busy Medicare Agent's Sales Planner: https://link.chtbl.com/ASG570
Legislation on Social Media for Kids: https://link.chtbl.com/ASGF20240202
Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG574
Social Media Marketing Apps: https://link.chtbl.com/ASGA52
Stay Organized with the Busy ACA Agent's Sales Calendar: https://link.chtbl.com/ASG571
What You Need to Know About 1035 Exchanges: https://link.chtbl.com/ASG573
Google Bard now Google Gemini:
Google Assistant Just Got Supercharged With AI. It Might Be the Biggest Update in Google's History. https://gizmodo.com/google-bard-now-gemini-in-assistant-new-subscription-1851237014
Google rebrands Bard AI to Gemini and launches a new app and subscription: https://www.cnbc.com/2024/02/08/google-gemini-ai-launches-in-new-app-subscription.html
Google rebrands Bard chatbot as Gemini, rolls out paid subscription: https://www.reuters.com/technology/google-rebrands-bard-chatbot-gemini-rolls-out-paid-subscription-2024-02-08/
Last-Minute Valentine's Day Gifts:
28 Best Last-Minute Valentine’s Day Gifts That’ll Ship In Time: https://www.forbes.com/sites/forbes-personal-shopper/2024/02/07/last-minute-valentines-day-gifts/?sh=53b150b5b570
33 Valentine's Day Gifts They'll Think Cost You A Fortune But Are Under $50: https://www.buzzfeed.com/jordanagrigs/valentines-day-gifts-seem-expensive-under-50-an
40 Best Valentine's Day Gifts to Make Them Feel All the Love: https://www.goodhousekeeping.com/holidays/valentines-day-ideas/g46613524/valentines-day-gifts/
64 Of The Best Valentine’s Day Gifts For Him That Are Sure To Impress: https://www.forbes.com/sites/forbes-personal-shopper/2024/02/05/best-valentines-day-gifts-for-him/?sh=76a668a12b83
The Verge’s 2024 Valentine’s Day gift guide: https://www.theverge.com/24048257/valentines-day-2024-gift-ideas-boyfriend-girlfriend-couples-husband-wife-partner
Normalizing Loud Budgeting:
Financial experts love TikTok's “loud budgeting” trend — here’s why: https://www.today.com/life/loud-budgeting-tiktok-financial-trend-rcna136988
‘Loud budgeting’ is having a moment — here’s how to take advantage of it: https://www.cnbc.com/2024/02/07/loud-budgeting-is-having-a-moment-heres-how-to-take-advantage.html
Loud budgeting is in, quiet luxury is out. Meet the TikToker who started the financial trend: https://www.cnn.com/2024/02/05/economy/loud-budgeting-financial-trend-tiktok/index.html
Gallup Poll on U.S. Healthcare Costs:
Few Americans Know How Much Their Healthcare Costs: https://news.gallup.com/poll/609434/few-americans-know-healthcare-costs.aspx
Few Americans say they know how much health care will cost: Gallup: https://thehill.com/policy/healthcare/4439775-few-americans-know-how-much-health-care-costs-gallup/
A Medicare Beneficiary Financial Snapshot:
10 Reasons Why Medicare Advantage Enrollment is Growing and Why It Matters: https://www.kff.org/medicare/issue-brief/10-reasons-why-medicare-advantage-enrollment-is-growing-and-why-it-matters/
Income and Assets of Medicare Beneficiaries in 2023: https://www.kff.org/medicare/issue-brief/income-and-assets-of-medicare-beneficiaries-in-2023/
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