Agent Survival Guide Podcast

著者: Sarah J. Rueppel | Ritter Insurance Marketing
  • サマリー

  • 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!
    Copyright 2017-2024 All rights reserved.
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あらすじ・解説

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!
Copyright 2017-2024 All rights reserved.
エピソード
  • REWIND: Unretiring and What it Means for Your Medicare Clients ft. Dan Ford
    2024/11/02

    Retirement doesn't always mean the end of work. Your Medicare client may want or need to go back to work. What then? We talked to Danny Ford about the steps insurance agents should take when their client is considering a return to the workforce.

    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

    Resources:

    10 Tips to Submitting an Error-Free Medicare Enrollment Application: https://ritterim.com/blog/10-tips-to-submitting-an-error-free-medicare-enrollment-application/

    A Review of Integrity's Top Medicare Quoting Tools: https://ritterim.com/blog/a-review-of-the-integrity-offered-medicare-quoting-software/

    KFF 2025 Medicare Part D Snapshot Report: https://link.chtbl.com/ASGF20241018

    The 2025 COLA Increase & How It Affects Your Clients: https://link.chtbl.com/ASGN20241015

    The Complete Guide on How to Sell Medicare Advantage Plans: https://ritterim.com/medicare-advantage-ebook/

    The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/

    The Definitive Guide to Getting Leads and Prospecting for Medicare Sales: https://ritterim.com/lead-generation-guide/

    The Value of Plan N for Medicare Shoppers ft. Ted Sims: https://link.chtbl.com/ASGTedSims2024

    What Agents Forget to Do When Preparing for Appointments: https://link.chtbl.com/ASG6245

    What CMS Requires Medicare Agents to Discuss Prior to Enrollments: https://ritterim.com/blog/what-cms-requires-medicare-agents-to-discuss-prior-to-enrollments/

    What to Do if Your Medicare Part D Plans Become Non-Commissionable: https://link.chtbl.com/ASGN20241005

    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/

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    21 分
  • Apple Intelligence iOS 18.1 Features
    2024/11/01
    The Friday Five for November 1, 2024: CMS Updates Enrollment Process for EDE & DE PlatformsWPS Data Breach Leads to Issue of New Medicare Beneficiary IdentifiersStudent Loan Forgiveness UpdateApple AirPods Pro Hearing Tools LaunchApple Intelligence iOS 18.1 Features CMS Updates Enrollment Process for EDE & DE Platforms: “CMS Roundup (October. 18, 2024).” CMS.Gov, Centers for Medicare & Medicaid Services, 18 Oct. 2024, www.cms.gov/newsroom/cms-round-up/cms-roundup-october-18-2024. “Direct Enrollment and Enhanced Direct Enrollment.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/marketplace/agents-brokers/direct-enrollment-partners. Accessed 31 Oct. 2024. “HealthCare.Gov Contact Information.” HealthCare.Gov, HealthCare.gov, www.healthcare.gov/contact-us/. Accessed 31 Oct. 2024. “HealthSherpa for Agents.” HealthSherpa.Com, HealthSherpa, www.healthsherpa.com/agents/features. Accessed 31 Oct. 2024. WPS Data Breach Leads to Issue of New Medicare Beneficiary Identifiers: Alder, Steve. “CMS Confirms 3.1 Million Individuals Affected by MOVEit Hack on Wisconsin Physicians Service.” Hipaajournal.Com, The HIPAA Journal, 25 Sept. 2024, www.hipaajournal.com/cms-wisconsin-physicians-service-moveit-hack/. “CMS Notifies Additional Individuals Potentially Impacted by MOVEit Data Breach.” CMS.Gov, Centers for Medicare & Medicaid Services, 16 Nov. 2023, www.cms.gov/newsroom/press-releases/cms-notifies-additional-individuals-potentially-impacted-moveit-data-breach. “CMS Notifies Individuals Potentially Impacted by Data Breach.” CMS.Gov, Centers for Medicare & Medicaid Services, 6 Sept. 2024, www.cms.gov/newsroom/press-releases/cms-notifies-individuals-potentially-impacted-data-breach. “CMS Responding to Data Breach at Contractor.” CMS.Gov, Centers for Medicare & Medicaid Services, 28 July 2023, www.cms.gov/newsroom/press-releases/cms-responding-data-breach-contractor. Olsen, Emily. “CMS Says Data Breach at Contractor Could Affect More than 946,000 Medicare Beneficiaries.” Healthcare Dive, Healthcare Dive, 9 Sept. 2024, www.healthcaredive.com/news/cms-wisconsin-physicians-service-insurance-corporation-moveit-data-breach/726416/. Goodin, Dan. “Casualties Keep Growing in This Month’s Mass Exploitation of Moveit 0-Day.” Arstechnica.Com, Ars Technica, 27 June 2023, arstechnica.com/security/2023/06/casualties-keep-growing-in-this-months-mass-exploitation-of-moveit-0-day/. “Over 940,000 Medicare Beneficiaries Impacted by Data Breach.” Jdsupra.Com, JD Supra, 24 Oct. 2024, www.jdsupra.com/legalnews/over-940-000-medicare-beneficiaries-1539983/. Reed, Jonathan. “The MOVEIT Breach Impact and Fallout: How Can You Respond?” Securityintelligence.Com, Security Intelligence, 23 Oct. 2024, securityintelligence.com/news/the-moveit-breach-impact-and-fallout-how-can-you-respond/. Student Loan Forgiveness Update: Gibson, Kate. “Biden Administration Extends Repayment Freeze for 8 Million Student Loan Borrowers.” Edited by Alain Sherter, Cbsnews.Com, CBS News, 21 Oct. 2024, www.cbsnews.com/news/student-loan-forgiveness-payment-biden/. Cavanaugh, Lynn. “Biden Freezes Student Loan Repayments for 6 Months for 8M Borrowers.” Benefitspro.Com, BenefitsPro, 22 Oct. 2024, www.benefitspro.com/2024/10/22/biden-freezes-student-loan-repayments-for-6-months-for-8m-borrowers/. “Biden-Harris Administration Releases Proposed Rules to Authorize Debt Relief to Nearly Eight Million Borrowers Experiencing Hardship.” Ed.Gov, U.S. Department of Education, 25 Oct. 2024, www.ed.gov/about/news/press-release/biden-harris-administration-releases-proposed-rules-authorize-debt-relief. Cavanaugh, Lynn. “Biden’s New Student Loan Forgiveness Plan: A 3rd Attempt at Debt Cancellation for 8M.” Benefitspro.Com, BenefitsPro, 28 Oct. 2024, www.benefitspro.com/2024/10/28/bidens-new-student-loan-forgiveness-plan-a-3rd-attempt-at-debt-cancellation-for-8m/. Johnston, Courtney. “Biden’s New Student Loan Forgiveness Plan Could Offer Debt Relief to 8 Million Borrowers.” Cnet.Com, CNET, 25 Oct. 2024, www.cnet.com/personal-finance/loans/bidens-new-student-loan-forgiveness-plan-could-offer-debt-relief-to-8-million-borrowers/. “Department of Education Updates on Saving on a Valuable Education (SAVE Plan).” Ed.Gov, U.S. Department of Education, 24 Oct. 2024, www.ed.gov/higher-education/manage-your-loans/save-plan. “SAVE Plan Court Actions: Impact on Borrowers.” Studentaid.Gov, Federal Student Aid, 2 Oct. 2024, studentaid.gov/announcements-events/save-court-actions. “Student Debt Relief Hardship.” Ed.Gov, U.S. Department of Education, www.ed.gov/media/document/nprm-hardship-sldr. Accessed 30 Oct. 2024. Zimmer, Evan. “Student Loan Payment Pause Extended for 6 More Months for SAVE Borrowers.” Cnet.Com, CNET, 21 Oct. 2024, www.cnet.com/personal-finance/loans/student-loan-payment-pause-extended-for-6-more-months-for-save-borrowers/. Apple AirPods Pro Hearing Tools Launch: “...
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    20 分
  • How to Stay Compliant During All Medicare Sales
    2024/10/30
    Prepare for potential CMS secret shoppers! We outline best practices to help agents stay compliant during calls, whether you’re talking to a client, lead, or potential secret shopper. 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: Common Questions From Secret Shoppers PDF: https://ritterim.com/documents/infographics/common-questions-for-secret-shoppers.pdf FAQs About the Medicare Call Recording Requirements: https://ritterim.com/blog/faqs-about-the-medicare-call-recording-requirements/ Get Your PlanEnroll Site: https://ritterim.com/planenroll/ How to Keep Clients Safe from Insurance Fraud: https://link.chtbl.com/ASG619 Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG622 Join the Integrity Family: https://identity.integrity.com/register Learn More About Integrity Tools: https://ritterim.com/integrity-tools/ What Agents Can’t Say During Medicare Sales Appointments: https://link.chtbl.com/ASG6245 What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/ Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/ References: “2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 5 Apr. 2023, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f. “Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f. “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.” Federal Register, www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 23 Oct. 2024. 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/ Not affiliated with or endorsed by Medicare or any government agency.
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    10 分

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