Agent Survival Guide Podcast - podcast cover

Agent Survival Guide Podcast

Sarah J. Rueppel | Ritter Insurance Marketingwww.ritterim.com
Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight, information, and the inspiration needed to take the next step on your journey. Whether you’re just getting started or a seasoned pro, the ASG Podcast has got you covered. Empowering insurance agents selling Medicare Supplement, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Life, Annuities, and Final Expense.
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Episodes

How to Avoid Using Elderspeak

The Friday Five for May 30, 2025: Field Notes for This Week Helpful Keyboard Shortcuts Mozilla Pocket Alternatives YouTube Adds Top Podcasts Chart How to Avoid Using Elderspeak Field Notes: “AHIP Medicare + Fraud, Waste, and Abuse Online Course.” Ahipmedicaretraining.Com , AHIP, www.ahipmedicaretraining.com/page/login . Accessed 28 May 2025. “NABIP Medicare Advantage Certification.” NABIP.Org , NABIP, www.nabiptraining.org/nabip/medicare . Accessed 28 May 2025. Register for Ritter Insurance Mark...

May 30, 202521 min

Reassuring Your Clients During Difficult Times

How are your clients doing right now? Have you reached out? Have they? If you’re not sure what to say or where to start, we’ve got some easy-to-implement suggestions in this episode. Resources: 3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656 4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655 5 Insurance Marketing Tips to Help Agents Stand Out in a Crowd: https://lnk.to/asgf20250321 Client Check-in Call Script: https://ritterim.com/docum...

May 28, 20259 minEp. 671

Adding Spokes to Your Wheel ft. Robert Rothschild

No need to reinvent the wheel. Sometimes, you just need to add a spoke! Robert Rothschild joins Sarah to chat about his background and what keeps him striving for more. Find Robert Rothschild Online: LinkedIn: https://www.linkedin.com/in/robert-a-rothschild-mba-a89a2133/ Register with the FMO Robert Rothschild Calls Home - Ritter Insurance Marketing ! Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ Linked...

May 27, 202512 min

4 Ancillary Cross-Sales to Show Clients You Care

What products can agents cross-sell with Medicare? Learn how plan pairings work between the different Medicare insurance options. We can help you build up your portfolio with ancillary product options for your clients. Read the text version Resources: A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/ Boost Business Selling Hospital Indemnity Insurance: https://ritterim.com/blog/boost-business-selling-hospital-indemnit...

May 26, 20256 minEp. 670

Takeaways on Social Media Marketing in 2025

The Friday Five for May 23, 2025: Field Notes 5.23.2025 Google Announces NotebookLM App AI Actions in Microsoft Windows 11 TikTok Sleep Meditation for Teens 2025 Social Media Marketing Industry Report Field Notes 5.23.2025: Register for Ritter Insurance Marketing Summits: https://summits.ritterim.com/ Google Announces NotebookLM App: Beaty, Artie. “Google’s Popular AI Tool Gets Its Own Android App - How to Use NotebookLM on Your Phone.” Zdnet.Com , ZDNET, 19 May 2025, www.zdnet.com/article/googl...

May 23, 202522 min

Agent Apps | Apps for Comparing Healthcare & Prescriptions

This week we’ve got apps that can help you with searching and comparing healthcare and prescriptions! ZocDoc: https://www.zocdoc.com/ GoodRX: https://www.goodrx.com/ Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: Building the Foundation for Success ft. Roy Snarr: https://lnk.to/snarr2025 Healthy Habits for Feeling in Control: https://lnk.to/MM202547 Leveling Up: From Chill Mode to Growth Mode ft. Christian Brind...

May 21, 20257 min

CMS Withdraws Changes to Disaster SEP Availability for Medicare Beneficiaries

We’ve got details on the CMS decision to reverse their decision on the Disaster/Emergency SEP for Medicare Beneficiaries. Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 5 Myths about Selling ACA Health Plans: https://lnk.to/asg660 Building the Foundation for Success ft. Roy Snarr: https://lnk.to/snarr2025 Does Your Medicare Sales Approach Satisfy Different Budgets? https://lnk.to/G6g1fm Med...

May 19, 20255 minEp. 669

Making Your Own Luck ft. Michael Krantz

There’s no substitute for hard work, or “making your own luck.” Michael Krantz, one of New York’s top insurance producers, joined Sarah to talk about success and what drives him to keep going in this industry. Find Michael Krantz Online: LinkedIn: https://www.linkedin.com/in/michael-krantz-2004401b Official Website: https://www.withavid.com/ Register with Ritter Insurance Marketing ! Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/r...

May 17, 202522 min

AHIP 2026 Certification Dates

The Friday Five for May 16th, 2025: Dunkin’ and Starbucks Summer 2025 Menus Viral Music Charts for Content Creation Potential Heart Benefit in Shingles Vaccine Possible Hints at ACA Subsidy Direction for 2026 AHIP 2026 Certification Dates Dunkin’ and Starbucks Summer 2025 Menus: “Dunkin’ Summer Menu.” Dunkindonuts.Com , Dunkin’, www.dunkindonuts.com/en/summer-menu . Accessed 13 May 2025. Fink, Bailey. “Starbucks Is Bringing Back Customers’ ‘Favorite Drink Ever’ This Summer.” Allrecipes.Com , All...

May 16, 202517 min

Recent ACA Coverage Changes Reversed with 2025 Marketplace Proposed Rule

We breakdown the 2025 Marketplace Proposed Rule and highlight what we think agents like you should know! Read the text version Contact our Under-65 Sales Team! Resources: CMS Finalizes Improvements to Marketplace Plan Selection with 2026 Final Rule: https://ritterim.com/blog/cms-finalizes-improvements-to-marketplace-plan-selection-with-2026-final-rule/ Everything Agents Need to Know About Selling in State-Based Marketplaces: https://ritterim.com/blog/everything-agents-need-to-know-about-selling-...

May 14, 202511 minEp. 668

Fact vs. Fiction: Examining the Medicare Part B Premium Giveback

Join the ASGPodcast as we talk about the Medicare Part B Premium Giveback, how it’s been overhyped and misrepresented, and how to stay compliant when talking about it. Read the text version Resources: 5 Things About the 2026 CMS MA and Part D Rate Announcement: https://lnk.to/asgf20250411 Do's and Don'ts of Medicare Compliance: https://ritterim.com/blog/dos-and-donts-of-medicare-compliance/ Guidelines for Sharing Personal Beneficiary Data with Other TPMOs: https://lnk.to/asg647 How to Stay Compl...

May 12, 20257 minEp. 667

Aetna Health Plans to Exit ACA Marketplace for CY 2026

The Friday Five for May 9, 2025: Rite Aid Files for Chapter 11 Bankruptcy Again Apple WWDC 2025 Dates & Rumors Discount Medicare Insurance Scam Alert Rueppel Recommends Books & Streaming Picks May 2025 Aetna Health Plans to Exit ACA Marketplace for CY 2026 Rite Aid Files for 2nd Chapter 11 Bankruptcy: Download the “Rite Aid Letter to Customers - May 5, 2025.” Restructuring.Ra.Kroll.Com , Kroll Restructuring Administration, restructuring.ra.kroll.com/RiteAid/Home-DownloadPDF?id1=MzM0MTA2M...

May 09, 202517 min

Community Engagement & ACA Marketing Suggestions for Agents

Get tips on how to get involved with your community, find potential ACA clients, and market your brand – all in this episode! Read the text version The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships FREE eBook Download Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 5 Insurance Marketing Tips to Help Agents Stand Out in Crowd: https://lnk.to/asgf20250321 5 Things to Consider When Creatin...

May 08, 202510 minEp. 665

Agent Apps | Location Sharing Apps

Need to keep track of everyone during a busy week or a night out? Check out these location sharing apps! Glympse App Official Website: https://corp.glympse.com/ Google Maps: https://www.google.com/maps/ SnapChat: https://www.snapchat.com/ Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: Apps to Take with You on Your Next Road Trip: https://lnk.to/asga77 Best Apps for Sports Fans: https://lnk.to/asga78 The Power of...

May 07, 20254 min

How Plan Crosswalks Work in the ACA Marketplace

What are plan crosswalks in the Affordable Care Act Marketplace? Find out what this means for your clients and how agents can help in the process. Read the text version Register with Ritter: https://app.ritterim.com/public/registration/ Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: Everything Agents Need to Know About Selling in Sate-Based Marketplaces: https://ritterim.com/blog/everything-agents-need-to-know-a...

May 05, 202512 minEp. 664

Operating From a People-First Mentality ft. Scott Zimmerman

Putting others first in a me-first world? Scott Zimmerman joins Sarah to chat about this mentality that we’re all familiar with, and the powerful results it can have on your insurance business. Find Scott Zimmerman Online: Email: scott@corpstrat.com Facebook: https://www.facebook.com/scott.zimmerman.75491 Instagram: https://www.instagram.com/thescottzimmerman/ LinkedIn: https://www.linkedin.com/in/scott-zimmerman-9463a12/ Official Website: https://www.corpstrat.com/ YouTube: https://www.youtube....

May 03, 202516 min

5 Things from the CMS 2026 MA and Part D Final Rule

Join Sarah as she dives back into CMS regulations! This week, she highlights 5 regulations from the 2026 Medicare Advantage and Part D Final Rule. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 5 Things About the 2026 CMS MA and Part D Rate Announcement: https://lnk.to/asgf20250411 CMS 2025 Marketplace Integrity & Affordability Proposed Rule: https://lnk.to/asgf20250314 CMS Updates to MA and Part D for CY 20...

May 02, 20259 min

6 Ways to Generate ACA Leads

Expand your Affordable Care Act client base with these six lead generation strategies! Read the text version Register with Ritter Insurance Marketing ! Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 5 Insurance Marketing Tips to Help Agents Stand Out from the Crowd: https://lnk.to/asgf20250321 5 Types of Content to Share on Social Media: https://lnk.to/asgf20250131 Apps for Content Creation: https://lnk.to/ASGA8...

Apr 30, 202513 minEp. 663

Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle

Ready to break out of your comfort zone and start scaling your insurance business? Christian Brindle, host of the Seven Figures or Bust podcast, joins Sarah to talk about next steps for agents, regardless of where you’re at in the industry today. Read the text version The 7 Figures or Bust Community: Facebook Group: https://www.facebook.com/groups/551409828919739 Podcast: https://lnk.to/qxXT4M Register for the Seven Figures Summit: https://sevenfiguremedicareagentsummit.com/ University: https://...

Apr 29, 202534 min

Agent Requirements for ACA Sales

Discover the steps to get ready-to-sell in the Affordable Care Act Marketplace. We’re talking certifications, client authorization, and more! Read the text version Register with Ritter Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. ACA Forms: ACA Consumer Authorization Live Call Script: https://ritterim.com/documents/aca-consumer-authorization-live-call-script.pdf Eligibility Application Attestation: https://ritterim.com/d...

Apr 28, 202510 minEp. 662

CMS Updates to MA and Part D for CY 2026

The Friday Five for April 25, 2025: Dr. Oz shares MAHA vision as CMS admin CY 2026 Part D Coverage Cost Breakdown CY 2026 Selected Drug Subsidy Cost Breakdown Provisions Not Finalized in 2026 MA and Part D Final Rule Impact of Non-Finalized Provisions on Agents Dr. Oz shares MAHA vision as CMS admin: Simmons-Duffin, Selena. “5 Things to Know as Dr. Oz Prepares to Lead Medicare and Medicaid.” NPR.Org , NPR, 3 Apr. 2025, www.npr.org/sections/shots-health-news/2025/03/25/g-s1-55766/dr-mehmet-oz-med...

Apr 25, 202517 min

Agent Apps | Grow Your Garden with These Apps

No green thumb? No worries! Tina has two apps that guide you in the gardening process! From Seed to Spoon Official Website: https://www.seedtospoon.net/ GrowIt Mobile Official Website: https://growitmobile.com/ Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: Apps for Content Creation: https://lnk.to/ASGA81 How to Better Market Yourself: https://ritterim.com/blog/how-to-better-market-yourself/ How to Create a Heal...

Apr 23, 20254 min

Learn How to Sell ACA Products During the Off-Season ft. Danica Stover

Join Sarah and Danica as they discuss how agents in the Medicare industry can easily step into the Under-65 market! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: ACA 101: Selling Under-65 Health Insurance: https://lnk.to/chQNkw How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/qzlRwV Sign’s It’s Time to Expand Your Insurance Portfolio & Make the Move! h...

Apr 22, 202518 minEp. 661

5 Myths About Selling ACA Health Insurance Plans

Don’t let fear hold you back from expanding your business! The under-65 market is brimming with opportunities. That’s why we’re debunking 5 common myths about the ACA market to help you get started. Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 6 Reasons Insurance Agencies Selling Medicare Products Should Sell ACA: https://ritterim.com/blog/6-reasons-insurance-agencies-selling-medicare-pro...

Apr 21, 202511 minEp. 660

Agent Apps | Free Workout & Fitness Apps

Need some support on your fitness journey? We review two apps that offer free workouts, progress tracking, and community. Click play to learn more! Body by Blogilates on the App Store: https://apps.apple.com/us/app/body-by-blogilates/id1520242025 Body by Blogilates on Google Store: https://play.google.com/store/apps/details?id=com.blogilates.body&hl=en_US FitOn App: https://fitonapp.com/ Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and lea...

Apr 19, 20255 min

Building the Foundation for Success ft. Roy Snarr

What does success look like for your insurance business? For Roy Snarr, it starts with building a solid foundation. Listen to learn more about Roy’s story and the advice he has for insurance agents. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Find Roy Snarr Online: Annuity Producers: https://www.annuityproducers.com/ Facebook: https://www.facebook.com/roysnarrretirementsolutions LinkedIn: https://www.linkedin.com/compan...

Apr 17, 202532 min

A Quick Guide to Understanding Universal Life Insurance

Universal life insurance can be confusing for clients. In this episode we break down the three main types and helpful tips for educating clients! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 5 Life Insurance Myths Your Clients May Believe: https://ritterim.com/blog/5-life-insurance-myths-your-clients-may-believe/ Get Your Portfolio Review: https://ritterim.com/portfolio/ >/p> Identi...

Apr 16, 202515 minEp. 659

On the Road with Paul Montemayor

Hit the road with Paul Montemayor! We talk about what agents can expect when attending Ritter Roadshows! Upcoming Events & Webinars for Insurance Agents: Integrity Webinars: https://learningcenter.tawebhost.com/MedicareCENTER-Webinar-Schedule.pdf Ritter Insurance Marketing Events: https://ritterim.com/events/ Registration for upcoming Ritter Summits: https://summits.ritterim.com/ Not registered with Ritter? See what our FMO is all about: https://ritterim.com/ Follow Us on Social! Ritter on F...

Apr 15, 20254 min

FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference?

From FMO to IMO and MGA to GA, we’re unpacking what these acronyms mean and how insurance hierarchies work. Learn more about these organizations and where your insurance business falls on the spectrum! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 3 Advantages of Being an Independent Insurance Agent: https://ritterim.com/blog/3-advantages-of-being-an-independent-insurance-agent/ 5 Perks of...

Apr 14, 202517 minEp. 658

5 Things About the 2026 CMS MA and Part D Rate Announcement

CMS just released the 2026 MA and Part D Rate Announcement! Listen to learn more about what this means for the upcoming coverage year. Resources: 3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656 4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655 CMS Updates, Content Library, & More! https://lnk.to/asgf20250328 Introducing a Content Marketing Solution for Insurance Agents: https://lnk.to/contentlibrary The Best Appointment Schedulers ...

Apr 11, 202510 min
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