Agent Survival Guide Podcast

By: Sarah J. Rueppel | Ritter Insurance Marketing
  • Summary

  • 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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Episodes
  • 2025 Medicare Advantage and Medicare Part D Premiums
    Oct 4 2024
    The Friday Five for October 4, 2024: KFF Study on Medicare Beneficiaries’ Tendency to ShopRitter’s First Annual ACA SummitAgent Reaction to MedicareCENTER & Upcoming WebinarInstagram Best Practices & New Pro Dashboard Features2025 Medicare Advantage and Medicare Part D Premiums KFF Study on Medicare Beneficiaries’ Tendency to Shop: Ochieng, Nancy, et al. “Nearly 7 in 10 Medicare Beneficiaries Did Not Compare Plans during Medicare’s Open Enrollment Period.” KFF, KFF, 27 Sept. 2024, www.kff.org/medicare/issue-brief/nearly-7-in-10-medicare-beneficiaries-did-not-compare-plans-during-medicares-open-enrollment-period/. Ritter’s First Annual ACA Summit: Register to Attend the Inaugural ACA Summit Agent Reaction to MedicareCENTER & Upcoming Webinar: Learn more about MedicareCENTER: https://integrity.com/medicarecenter/ Register to Attend: Sales Tech Train & Talk - Understanding MedicareCENTER Instagram Best Practices & New Pro Dashboard Features: “About the Instagram Professional Dashboard.” Help.Instagram.Com, Instagram, help.instagram.com/257516379077270. Accessed 3 Oct. 2024. “How Can I Check My Account Type on Instagram?” SocialBu Help, SocialBu, help.socialbu.com/article/331-how-can-i-check-my-account-type-on-instagram. Accessed 3 Oct. 2024. Sato, Mia. “Instagram’s ‘Best Practices’ Tell Creators How They Should Post.” The Verge, The Verge, 1 Oct. 2024, www.theverge.com/2024/10/1/24259462/instagram-best-practices-business-profiles-tips-reach. “Introducing Best Practices, an Education Hub for Creators on Instagram.” Abaout.Fb.Com, Meta, 30 Sept. 2024, about.fb.com/news/2024/10/best-practices-education-hub-creators-instagram/. “Instagram Creator Education: Best Practices.” Instagram for Creators, Instagram, creators.instagram.com/best-practices#instagram. Accessed 3 Oct. 2024. Instagram Creators Account, Meta, www.instagram.com/creators/. Accessed 3 Oct. 2024. 2025 Medicare Advantage and Medicare Part D Premiums: “Medicare Advantage and Medicare Prescription Drug Programs to Remain Stable as CMS Implements Improvements to the Programs in 2025.” CMS.Gov, Centers for Medicare & Medicaid Services, 27 Sept. 2024, www.cms.gov/newsroom/fact-sheets/medicare-advantage-and-medicare-prescription-drug-programs-remain-stable-cms-implements-improvements. Freed, Meredith, et al. “Medicare Advantage in 2024: Enrollment Update and Key Trends.” KFF, KFF, 8 Aug. 2024, www.kff.org/medicare/issue-brief/medicare-advantage-in-2024-enrollment-update-and-key-trends/. “Medicare Enrollment for June 2024.” Data.CMS.Gov, Centers for Medicare & Medicaid Services Data, data.cms.gov/tools/medicare-enrollment-dashboard. Accessed 2 Oct. 2024. “Medicare Monthly Enrollment.” Data.CMS.Gov, Centers for Medicare & Medicaid Services Data, data.cms.gov/summary-statistics-on-beneficiary-enrollment/medicare-and-medicaid-reports/medicare-monthly-enrollment. Accessed 2 Oct. 2024. Resources: 4 Ways PlanEnroll Will Make This Your Best AEP Yet: https://link.chtbl.com/ASG617R5 Best Video Editing Apps for Social Media: https://link.chtbl.com/ASGA69 Get Your Medicare Advantage Sales Contracts Here — Recommendations for 2025: https://ritterim.com/blog/get-your-medicare-advantage-sales-contracts-here-recommendations-for-2025/ Prescription Drugs Your Medicare Clients Could See Lower Coinsurances for in 2024: https://ritterim.com/blog/prescription-drugs-your-medicare-clients-could-see-lower-coinsurances-for-in-2024/ Tech News Roundup: https://link.chtbl.com/ASGF20240927 Contact 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 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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    23 mins
  • FAQs about Third-Party Marketing Organization (TPMO) Disclaimers
    Oct 3 2024
    Under CMS regulations, agents are considered Third-Party Marketing Organizations. We’ve got the FAQs to keep you informed! 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: CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542 How to Host a Successful Medicare Sales Event FREE eBook Direct Download: https://ritterim.com/documents/how-to-host-a-successful-medicare-sales-event.pdf How to Host a Successful Medicare Educational Event FREE eBook Direct Download: https://ritterim.com/documents/the-complete-guide-on-how-to-host-an-educational-event.pdf Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540 Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541 What Not to Say During Medicare Educational and Sales Events: https://link.chtbl.com/ASG476 The Ritter Compliance Program – Ritter Docs: https://docs.ritterim.com/compliance/compliance-at-ritter/ References: “CMS Issues New Rule Limiting Third-Parties Who Conduct Medicare Advantage Marketing: Perspectives: Reed Smith LLP.” Reed Smith, 6 June 2022, www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties. “Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f. “Medicare Communications and Marketing Guidelines...” Center of Medicare and Medicaid, 9 Feb. 2022, www.cms.gov/files/document/medicare-communications-and-marketing-guidelines-3-16-2022.pdf. “Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs...” Federal Register, http://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 5 Sept. 2024 “Title 42 Chapter IV Subchapter B Part 422 Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 5 Sept. 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/
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    10 mins
  • Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
    Oct 2 2024
    Agents and agencies are considered Third-Party Marketing Organizations (TPMOs) by CMS. Listen to learn about marketing guidelines and how to stay compliant! 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: CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542 How to Host a Successful Medicare Sales Event FREE eBook Direct Download: https://ritterim.com/documents/how-to-host-a-successful-medicare-sales-event.pdf How to Host a Successful Medicare Educational Event FREE eBook Direct Download: https://ritterim.com/documents/the-complete-guide-on-how-to-host-an-educational-event.pdf Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540 Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541 What Not to Say During Medicare Educational and Sales Events: https://link.chtbl.com/ASG476 The Ritter Compliance Program – Ritter Docs: https://docs.ritterim.com/compliance/compliance-at-ritter/ References: “CMS Issues New Rule Limiting Third-Parties Who Conduct Medicare Advantage Marketing: Perspectives: Reed Smith LLP.” Reed Smith, 6 June 2022, www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties. “Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f. “Medicare Communications and Marketing Guidelines...” Center of Medicare and Medicaid, 9 Feb. 2022, www.cms.gov/files/document/medicare-communications-and-marketing-guidelines-3-16-2022.pdf. “Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs...” 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 5 Sept. 2024. “Title 42 Chapter IV Subchapter B Part 422 Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 5 Sept. 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/
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    24 mins

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