DiscoverAgent Survival Guide Podcast
Agent Survival Guide Podcast
Author: Sarah J. Rueppel | Ritter Insurance Marketing
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Description
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!
Empowering insurance agents selling Medicare Supplements, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Life, Annuities, and Final Expense.
We’ll help you survive today so you can thrive tomorrow!
Empowering insurance agents selling Medicare Supplements, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Life, Annuities, and Final Expense.
We’ll help you survive today so you can thrive tomorrow!
785 Episodes
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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 ASGPodcast@Ritterim.com 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/
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 ASGPodcast@Ritterim.com 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
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/
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 ASGPodcast@Ritterim.com 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/
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/
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 ASGPodcast@Ritterim.com 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
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 ASGPodcast@Ritterim.com 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
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 ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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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
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.
Send Client Retention Feedback and Questions to Blake Amos: blake.amos@cignahealthcare.com
Feedback for the Agent Survival Guide Podcast? Email us ASGPodcast@Ritterim.com 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/
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 ASGPodcast@Ritterim.com 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/
Download and utilize strategies for client retention in our free eBook. Build a strong foundation of trust and communication with your clients. Satisfied and happy clients will help your business grow!
Download your copy of Ritter’s free eBook – The Complete Guide to Client Loyalty and Retention!
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com 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:
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
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
Learning from Lost Medicare Sales: https://link.chtbl.com/ASG576
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
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 ASGPodcast@Ritterim.com 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
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 ASGPodcast@Ritterim.com 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
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 ASGPodcast@Ritterim.com 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/
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/
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 ASGPodcast@Ritterim.com 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
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 ASGPodcast@Ritterim.com 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
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 ASGPodcast@Ritterim.com 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/
How to Cross-Sell Insurance: The Advisor Approach: https://link.chtbl.com/ASG409
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/
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 ASGPodcast@Ritterim.com 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
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 ASGPodcast@Ritterim.com 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/
This is good stuff. Thank you.