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Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

Advertise on podcast: Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

Rating
★★★★★
4.6
from
43 reviews
This podcast has
190 episodes
Language
English
Date created
2017/11/09
Latest episode
2026/04/22
Average duration
19 min.
Release period
3 days

Description

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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Check latest episodes from Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow podcast


Q2 Medicare Sales Planner
2026/04/22
It’s time to sync up your calendar! What should insurance agents selling Medicare focus on during the 2nd quarter? Listen to this episode for our suggestions and info on how to get your own Medicare Sales Planner.   Read the text version   Download your copy of the Medicare Sales Planner!   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!   📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: AHIP Test Tips and Tricks for Medicare Certification Carrier Pages Certification Info Community-Based Marketing for Insurance Agents Dental, Vision, and Hearing Insurance Sales: How, Who, and Why FAQs About NABIP Medicare Certification The Advisor Approach: Cross-Selling by Fact-Finding What Is AHIP Certification and How Do I Get It?   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social  Not affiliated with or endorsed by Medicare or any government agency.
Q2 ACA Sales Calendar
2026/04/22
Streamline your second quarter tasks with a little help from your friends at Ritter Insurance Marketing and the Agent Survival Guide Podcast. Listen for the details and don’t forget to download the full calendar!   Read the text version Download your copy of the Busy ACA Agent’s Sales Calendar!   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!   📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: Should Medicare & ACA Clients Use Drug Discount Programs? The Best Appointment Schedulers for Insurance Agents The Complete Guide to Selling Affordable Care Act Insurance Plans The State of the ACA Market in 2026 Why Marketplace Agents Should Connect With Young Adults Turning 26   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://x.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  Not affiliated with or endorsed by Medicare or any government agency.
Ready-Made Marketing for Insurance Agents: Inside the Content Library
2026/04/21
Did you know that Ritter offers turnkey content marketing materials for agents? Learn more about the Content Library: a free resource featuring compliant content created specifically for insurance agents to start, scale, and sustain digital marketing efforts.   Check out the Content Library for Insurance Agents!   Additional Resources: Content Library: Cooking for Beginners ft. Jeff Snyder Content Library: Mastering Medicare Insurance Coverage ft. Jeff Snyder 5 Spooky Stories for Halloween 👻 Holly Jolly Holiday Traditions   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Follow Us on Social! Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube Sarah on LinkedIn, Instagram, Threads, and Bluesky  Not affiliated with or endorsed by Medicare or any government agency.
The Complete Guide to Selling Critical Illness Plans
2026/04/18
Learn more about the critical illness product (and how to cross-sell it!) with our free guide for insurance agents! Ready to cross-sell with confidence? Start by downloading your copy of Ritter’s newest eBook today.   Download your FREE copy of The Complete Guide to Selling Critical Illness Plans   Additional Episodes You Might Like: 4 Ancillary Cross-Sales to Show Clients You Care How Storytelling Helps Agents Quickly Connect with Clients ft. Don Connelly Making Cross‑Selling Less Awkward for Insurance Agents ft. Demetri Simos and Dawn Myers   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!   📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social  Not affiliated with or endorsed by Medicare or any government agency.
CMS 2026 Prior Authorization Proposed Rule
2026/04/17
The Friday Five for April 17, 2026:   [00:57] CMS 2027 MA and Part D Final Rule [02:09] Google Announces New Chrome Features [04:56] March 2026 CPI/2026 FOMC Calendar [07:03] Protective Life Corporation Study on Gaps in Medicare Knowledge [10:17] CMS 2026 Prior Authorization Proposed Rule   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   CMS 2027 MA and Part D Final Rule: 5 Things About the CMS 2027 MA and Part D Final Rule  CMS Improves Plan Transparency and Choice with 2027 MA and Part D Final Rule  Email the show for your copy of the Final Rule PDF. (We’ve even filled out the subject line for you!)     Google Announces New Chrome Features: Tsu, Alex. “Get more done with new vertical tabs and immersive reading mode in Chrome.” Blog.google.com, The Keyword, 7 Apr. 2026, https://blog.google/products-and-platforms/products/chrome/new-chrome-productivity-features. Pierce, David. "Vertical browser tabs are better and you should use them." Theverge.com, The Verge, 7 Apr. 2026, https://www.theverge.com/tech/907998/google-chrome-vertical-tabs.   March 2026 CPI/2026 FOMC Calendar: “Consumer Price Index – March 2026.” Bls.gov, Bureau of Labor Statistics, 10 Apr. 2026, https://www.bls.gov/news.release/pdf/cpi.pdf. “Meeting calendars, statements, and minutes (2021-2027).” Federalreserve.gov, The Federal Reserve, https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm, Accessed 15 Apr. 2026.   Protective Life Corporation Study on Gaps in Medicare Knowledge: "Medicare planning: why it matters – and why financial professionals can’t ignore it." Protective Life Corporation, https://delivery-p102752-e1161810.adobeaemcloud.com/adobe/assets/urn:aaid:aem:e195f263-4c50-4410-8b40-f75468408f65/original/as/Protective_WP_Medical+Planning_FINAL_02092026+%283%29.pdf, Accessed 15 Apr. 2026. Bell, Allison. "Most Advisors Have Big Gaps in Medicare Knowledge: Survey." thinkadvisor.com, Think Advisor, 8 Apr. 2026, https://www.thinkadvisor.com/2026/04/08/most-advisors-have-big-gaps-in-medicare-knowledge-survey/.  "New Research Highlights Critical Gaps in Medicare Planning and Opportunities for Financial Professionals." investor.protective.com, Protective Life Corporation, 7 Apr. 2026, https://investor.protective.com/newsroom/press-releases/press-release-details/2026/New-Research-Highlights-Critical-Gaps-in-Medicare-Planning-and-Opportunities-for-Financial-Professionals/default.aspx.   CMS 2026 Prior Authorization Proposed Rule: "2026 CMS Interoperability Standards and Prior Authorization for Drugs Proposed Rule." cms.gov, Centers for Medicare & Medicaid Services 10 Apr. 2026, https://www.cms.gov/newsroom/fact-sheets/2026-cms-interoperability-standards-prior-authorization-drugs-proposed-rule. "CMS Proposes Major Reforms to Speed Up Patient Access to Drugs, Increase Transparency, and Reduce Administrative Burden." cms.gov, Centers for Medicare & Medicaid Services, 10 Apr. 2026, https://www.cms.gov/newsroom/press-releases/cms-proposes-major-reforms-speed-up-patient-access-drugs-increase-transparency-reduce-administrative. "Medicare and Medicaid Programs; Patient Protection and Affordable Care Act; Interoperability Standards and Prior Authorization for Drugs for Medicare Advantage Organizations, Medicaid Managed Care Plans, State Medicaid Agencies, Children's Health Insurance Program (CHIP) Agencies and CHIP Managed Care Entities, and Issuers of Qualified Health Plans on the Federally-Facilitated Exchanges." federalregister.gov, Centers for Medicare & Medicaid Services, 14 Apr. 2026, https://www.federalregister.gov/documents/2026/04/14/2026-07205/medicare-and-medicaid-programs-patient-protection-and-affordable-care-act-interoperability-standards.   Pines, Jesse. "Prior Authorization Reform Is Here — And It Could Change How Millions Get Care." Forbes.com, Forbes, 13 Apr. 2026, https://www.forbes.com/sites/jessepines/2026/04/13/prior-authorization-reform-is-here-and-it-could-change-how-millions-get-care/.  Minemyer, Paige. "Proposed CMS rule would set prior auth deadlines for drugs." fiercehealthcare.com, Fierce Healthcare, 10 Apr. 2026, https://www.fiercehealthcare.com/regulatory/proposed-cms-rule-would-set-prior-auth-deadlines-drugs.  "Summary of Proposed Provisions in the 2026 CMS Interoperability Standards and Prior Authorization for Drugs Proposed Rule (CMS0062-P)." cms.gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/files/document/summary-changes-provisions-rule-10apr26-final-508-compliant.pdf, Accessed 15 Apr. 2026.   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social Not affiliated with or endorsed by Medicare or any government agency.
How Insurance Agents Can Avoid Isolation & Build Stronger Connections ft. Dawn Myers
2026/04/16
It's easy to feel isolated in the insurance industry. But if you talk with Dawn Myers, you'll quickly understand why she says isolation is just that, a feeling. And an optional one at that. She explains how connection, collaboration, and showing up changed everything for her.   Find Dawn Myers Online: LinkedIn Stay Paid: Relationships, Referrals & The Power of Partnerships   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.  🗓️Sign Up for Ritter Insurance Marketing Events & Webinars   Additional Resources: 5 Tips for New Insurance Agents 5 Tips for Seasoned Insurance Agents Adding Spokes to Your Wheel ft. Robert Rothschild Developing Power Habits ft. Dr. Noah St. John How Storytelling Helps Agents Quickly Connect with Clients ft. Don Connelly   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social  Not affiliated with or endorsed by Medicare or any government agency.
4 Myths About Dual-Eligible Special Needs Plan (D-SNP) Sales
2026/04/14
Think what you've heard about Dual Eligible Special Needs Plans is true? Fun fact, it’s probably not! Listen as we break down D-SNP myths to build up your knowledge.   Read the text version   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!   📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: Diversify Your Insurance Portfolio & Reap Real Rewards D-SNP Benefit Eligibility Client Letter D-SNP Checklist Get Your Insurance Portfolio Reviewed for FREE The Beginner’s Guide to D-SNPs The Complete Guide on How to Sell D-SNPs   References: “A Profile of Medicare-Medicaid Dual Beneficiaries.” Atiadvisory.Com, ATI Advisory, atiadvisory.com/wp-content/uploads/2022/06/A-Profile-of-Medicare-Medicaid-Dual-Beneficiaries.pdf. Accessed 19 Mar. 2026. Freed, Salama, et al. “10 Things to Know about Medicare Advantage Dual-Eligible Special Needs Plans (D-Snps).” KFF.org, KFF, https://www.kff.org/medicare/issue-brief/10-things-to-know-about-medicare-advantage-dual-eligible-special-needs-plans-d-snps/. Accessed 19 Mar. 2026. Ochieng, Nancy. “Medicare Advantage in 2025: Enrollment Update and Key Trends.” KFF.Org, KFF, 30 Jan. 2026, www.kff.org/medicare/medicare-advantage-enrollment-update-and-key-trends/. “New Special Enrollment Periods (Seps) for Dually Eligible ...” CMS.Gov, Centers for Medicare & Medicaid, https://www.cms.gov/files/document/duals-lissepsjobaid01012025.pdf. Accessed 19 Mar. 2026. “Seniors & Medicare and Medicaid Enrollees.” Medicaid.Gov, https://www.medicaid.gov/medicaid/eligibility/seniors-medicare-and-medicaid-enrollees/index.html. Accessed 19 Mar. 2026. “US Enrollment and Spending for Dual-Eligible Individuals.” KFF.org, KFF, https://www.kff.org/interactive/state-profiles-for-dual-eligible-individuals/united-states/enrollment-and-spending-for-dual-eligible-individuals/. Accessed 19 Mar. 2026.   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social    Not affiliated with or endorsed by Medicare or any government agency.
5 Things About the CMS 2027 MA and Part D Final Rule
2026/04/14
CMS recently published the 2027 Medicare Advantage and Part D Final Rule. Don’t miss the ASG Podcast top takeaways for insurance agents.   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Takeaways from the CMS 2027 Marketplace Proposed Rule 2016 vs. 2026: The Insurance Edition CMS CRUSH Initiative CMS Final Rule on Fax & Snail Mail CMS Improves Plan Transparency and Choice with 2027 MA and Part D Final Rule Medicare GLP-1 Bridge Demonstration   References: "2027 Medicare Advantage and Part D Rate Announcement." cms.gov, Centers for Medicare & Medicaid Services, 6 Apr. 2026, https://www.cms.gov/newsroom/fact-sheets/2027-medicare-advantage-part-d-rate-announcement. "Contract Year 2027 Medicare Advantage and Part D Final Rule." cms.gov, Centers for Medicare & Medicaid Services, 2 Apr. 2026, https://www.cms.gov/newsroom/fact-sheets/contract-year-2027-medicare-advantage-part-d-final-rule. "Medicare Beneficiaries to See Simpler and More Flexible Plan Choices, Better Drug Coverage, Higher Quality and Lower Costs in 2027." cms.gov, Centers for Medicare & Medicaid Services, 2 Apr. 2026, https://www.cms.gov/newsroom/press-releases/medicare-beneficiaries-see-simpler-more-flexible-plan-choices-better-drug-coverage-higher-quality.   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social Not affiliated with or endorsed by Medicare or any government agency.
Making Cross‑Selling Less Awkward for Insurance Agents ft. Demetri Simos and Dawn Myers
2026/04/08
Unlock the secret of cross-selling insurance without coming across as salesy, scared, or awkward! Demetri Simos (Vice President of GTL) and Dawn Myers (VP of Sales & Marketing Delaware Valley Brokerage Service) join the Agent Survival Guide to talk about cross-selling insurance products. Listen to learn strategies you can implement in your own insurance business!   Connect with Our Guests: Dawn Myers on LinkedIn Demetri Simos on LinkedIn   Resources: 🛞Adding Spokes to Your Wheel ft. Robert Rothschild 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 🗣️How Storytelling Helps Agents Quickly Connect with Clients ft. Don Connelly 🌐Optimize Your Online Presence ft. Aaron Kassover 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  💻Ritter Insurance Marketing Events & Webinars   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social    💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail. Not affiliated with or endorsed by Medicare or any government agency.
The Best Appointment Schedulers for Insurance Agents
2026/04/01
Tired of juggling phone calls, planner pages, and double-booked appointments? It might be time to level up your scheduling strategy. Listen as we compare appointment schedulers that help agents save time, stay compliant, and make booking a little easier.   Read the text version   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!   📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: 3 Insurance Business Tools You Absolutely Can’t Live Without Best Practices for Writing an Email to Your Insurance Clients eBooks & Guides for Insurance Agents IntegrityCONNECT PlanEnroll What Are Agents Responsible for Under HIPAA? Where It All Begins: Obtaining Permission to Contact for Medicare Sales   Appointment Schedulers: Acuity Google Workspace Microsoft Bookings OnceHub SimplyBook.Me   References: Lurie, Matt. “20 Integrable Scheduling Tools for Small Business Systems.” Ruby, https://www.ruby.com/blog/20-of-the-best-small-business-appointment-scheduling-tools-and-apps/, Accessed 24 Feb. 2026. “Acuity Scheduling and HIPAA.” Help.acuityscheduling.com, Acuity Scheduling, https://help.acuityscheduling.com/hc/en-us/articles/16689567523597-Acuity-Scheduling-and-HIPAA. Accessed 24 Feb. 2026. “AgencyBloc Agency Management System AMS+” agencybloc.com, Agency Bloc, https://www.agencybloc.com/agency-management-system/, Accessed 24 Feb. 2026. “Google Workspace.” Workspace.google.com, Google Workspace, https://workspace.google.com/, Accessed 24 Feb. 2026. “Health Insurance Portability and Accountability Act (HIPAA) & Health Information Technology for Economic and Clinical Health (HITECH) Act.” Learn.microsoft.com, Microsoft, https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech, Accessed 24 Feb. 2026. “HIPAA Compliance with Google Workspace and Cloud Identity.” Support.google.com, Google, https://support.google.com/a/answer/3407054. Accessed 24 Feb. 2026. “HIPAA for Professionals.” HHS.gov, Department of Health and Human Services, https://www.hhs.gov/hipaa/for-professionals/index.html, Accessed 24 Feb. 2026. “Microsoft 365 for Business.” Microsoft.com, Microsoft, https://www.microsoft.com/en-us/microsoft-365/business/no-teams-plans-and-pricing, Accessed 24 Feb. 2026. “ProducerMAX Online Scheduler.” Producermax.com, ProducerMAX, https://www.producermax.com/Online-Scheduler.html, Accessed 24 Feb. 2026. “Radius Appointment Scheduler.” Help.radiusbob.com, Radius, https://help.radiusbob.com/en/articles/5448715-appointment-scheduler, Accessed 24 Feb. 2026. “The Use of Technology and HIPAA Compliance.” Hipaajournal.com, The HIPAA Journal, 14 Jan. 2026, https://www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/. “What Is a HIPAA Business Associate Agreement?” Hipaajournal.com, The HIPAA Journal, 5 Jan. 2026, https://www.hipaajournal.com/hipaa-business-associate-agreement/.   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social  Not affiliated with or endorsed by Medicare or any government agency.
The Beginner’s Guide to D-SNPs
2026/03/30
Learn about the value of Dual Eligible Special Needs Plans (D-SNPs) and how to get started selling! Read the text version   Learn how you can get started selling D-SNPs by calling Ritter Insurance Marketing today at 800-769-1847. Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: 3 Easy Ways to Build Your Insurance Sales Territory 4 Characteristics of Agents Who Successfully Sell Special Needs Plans 4 Myths about Dual Eligible Special Needs Plans (D-SNPs) Build Your Brand with Community Involvement D-SNP Benefit Eligibility Client Letter D-SNP Checklist Help Medicare & Medicaid Clients Secure SNAP Benefits How Medicare Helps Your Clients Stay Healthy How to Check Medicare Extra Help Eligibility for Your Client How Selling Insurance Helps Give Back Midwest State D-SNP Disruption, Secure a Winning Strategy Rules for Hosting a Compliant Medicare Educational Event Should You Sell D-SNPs? SNPs: the Secret to Surviving Lock-In Stay Busy Outside of AEP With Special Enrollment Periods   References: “CY 2024 Cost Plan Enrollment and Disenrollment Guidance.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/files/document/cy-2024-ma-enrollment-and-disenrollment-guidance.pdf, Accessed 27 Mar. 2026. “MA Enrollment and Disenrollment Guidance Appendices and Exhibits.” CMS.Gov, Centers of Medicare & Medicaid Services, https://www.cms.gov/files/document/cy-2026-ma-appendices-and-exhibits.pdf,   “Medicare Managed Care Eligibility and Enrollment.” CMS.Gov, Centers of Medicare & Medicaid Services, www.cms.gov/medicare/enrollment-renewal/managed-care-eligibility-enrollment. Accessed 27 Mar. 2026. “Medicare Advantage Communication Requirements.” https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 27 Mar. 2026. “Part D Communication Requirements.” https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 27 Mar. 2026. “Special Enrollment Periods.” Medicare.gov, Medicare, https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods. Accessed 27 Mar. 2026. “Medicaid State Overviews.” Medicaid.gov, Medicaid, www.medicaid.gov/state-overviews. Accessed 27 Mar. 2026.   Follow Us on Social! Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube     Sarah on LinkedIn, Instagram, and Threads  Not affiliated with or endorsed by Medicare or any government agency.
CMS Final Rule on Fax & Snail Mail
2026/03/27
The Friday Five for March 27th: Macbook Neo & WWDC26 Gas Buddy for Fuel Savings The Great Nee-Doh Shortage KFF State Health Facts Resource CMS Final Rule on Fax & Snail Mail   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Macbook Neo & WWDC26: “Apple’s Worldwide Developers Conference returns the week of June 8.” Apple.com, Apple, 23 Mar. 2026, https://www.apple.com/newsroom/2026/03/apples-worldwide-developers-conference-returns-the-week-of-june-8/. “WWDC26” developer.apple.com, Apple Developer, https://developer.apple.com/, Accessed 24 Mar. 2026.   Gas Buddy for Fuel Savings: Apple Store Google Play Official Website   The Great Nee-Doh Shortage: Official Website   KFF State Health Facts Resource: “Custom State Report Builder.” Kff.org, KFF, https://www.kff.org/state-health-facts/custom/, Accessed 24 Mar. 2026. “State Health Facts.” Kff.org, KFF, https://www.kff.org/state-health-facts/, Accessed 24 Mar. 2026.   CMS Administrative Simplification Final Rule: “Administrative Simplification; Adoption of Standards for Health Care Claims Attachments Transactions and Electronic Signatures Final Rule CMS-0053-F.” cms.gov, Centers for Medicare & Medicaid Services, 20 Mar. 2026, https://www.cms.gov/newsroom/fact-sheets/administrative-simplification-adoption-standards-health-care-claims-attachments-transactions. “Administrative Simplification; Adoption of Standards for Health Care Claims Attachments Transactions and Electronic Signatures Proposed Rule.” cms.gov, Centers for Medicare & Medicaid Services, https://www.federalregister.gov/documents/2026/03/24/2026-05676/administrative-simplification-adoption-of-standards-for-health-care-claims-attachments-transactions, Accessed 24 Mar. 2026. “CMS Rule Phases Out Fax Machines, Snail Mail to Save Taxpayers $781.98 Million a Year.” cms.gov, Centers for Medicare & Medicaid Services, 20 Mar. 2026, https://www.cms.gov/newsroom/press-releases/cms-rule-phases-out-fax-machines-snail-mail-save-taxpayers-781-98-million-year.   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social Not affiliated with or endorsed by Medicare or any government agency.
Overcoming Burnout in Insurance Sales ft. Dan Spitale
2026/03/25
Did you know that burnout doesn’t always look like slowing down or quitting? Sometimes, it’s hiding behind fantastic production. Dan Spitale talks about how to identify burnout and switch our sales focus from the ceiling to a more sustainable target. Read the text version   Get the Book - C.O.A.C.H.: Raising the Floor   Follow Dan Spitale Online: Official Website: https://www.rtfperformancecoaching.com/ Instagram: https://www.instagram.com/raisingthefloor/ LinkedIn: https://www.linkedin.com/in/dan-spitale-region219/    Resources:  5 Tips for New Insurance Agents 5 Tips for Seasoned Insurance Agents Developing Power Habits ft. Dr. Noah St. John   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social  Not affiliated with or endorsed by Medicare or any government agency.
How to Save Beneficiaries Money on Prescription Drugs at a Preferred Pharmacy
2026/03/23
Preferred pharmacies can play a massive role in the affordability of a PDP or MAPD plan for your clients. Do you know what they are and how they can change the essential math for your clients?   Read the text version   Selling Medicare Part D The Complete Guide on How to Sell Prescription Drug Plans   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!   📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: 8 Powerful Practices for Selling Prescription Drug Plans Building Client Loyalty: More than Just a Plan   References: “Find an Aetna Medicare Network Pharmacy: Aetna Medicare.” Aetna, www.aetna.com/medicare/prescription-drugs/find-pharmacy.html#:~:text=Here%20are%20some%20of%20the,I%20request%20a%20prescription%20refill? Accessed 11 Feb. 2026.   Follow Us on Social! Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube Sarah on LinkedIn, Instagram, and Threads  Not affiliated with or endorsed by Medicare or any government agency.
Microsoft Announces Copilot Health
2026/03/20
The Friday Five for March 20, 2026: Rueppel Recommends Audible launches Standard Plan Universal Health Services to Acquire Talkspace Manufacturer Participation in CMS 2028 Medicare Drug Price Negotiation Microsoft Announces Copilot Health   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Rueppel Recommends: The Death of Social Media and the Rise of Interest Media Minemyer, Paige. “The feds will overpay Medicare Advantage plans by $76B this year, MedPAC estimates.” Fiercehealthcare.com, Fierce Healthcare, 13 Mar 2026, https://www.fiercehealthcare.com/regulatory/feds-will-overpay-medicare-advantage-plans-76b-year-medpac-estimates. Minemyer, Page. “Joint Economic Committee report: Medicare Advantage overpayments drive up Part B premiums.” Fiercehealthcare.com, Fierce Healthcare, 13 Mar 2026, https://www.fiercehealthcare.com/regulatory/joint-economic-committee-report-medicare-advantage-overpayments-drive-part-b-premiums. “Medicare Payment Policy March 2026.” Medpac.Gov, Medicare Payment Advisory Commission, Mar. 2026, www.medpac.gov/wp-content/uploads/2026/03/Mar26_MedPAC_Report_To_Congress_SEC.pdf. “The Part B Premium PassThrough: Medicare Advantage Overpayments Inflate Premiums for All.” Jec.Senate.Gov, Join Economic Committee, 10 Mar. 2026, www.jec.senate.gov/public/vendor/_accounts/JEC-R/issue-briefs/The%20Part%20B%20Premium%20Pass-Through.pdf.   Audible launches Standard Plan: “Audible Membership Plans & Pricing.” Audible.Com, Audible, www.audible.com/ep/memberbenefits. Accessed 17 Mar. 2026. Davies, Rowan. "Audible launches a cheaper audiobook tier that’s perfect for entry-level listeners as Spotify continues to hike prices — here’s what you get with the new $9 plan." Techradar.com, Tech Radar, 4 Mar. 2026, https://www.techradar.com/audio/audiobooks/audible-launches-a-cheaper-audiobook-tier-thats-perfect-for-entry-level-listeners-as-spotify-continues-to-hike-prices-heres-what-you-get-with-the-new-usd9-plan. Bonk, Lawrence. "Audible's new plan is $9 a month and still includes an audiobook." Engadget.com, Engadget, 3 Mar. 2026, https://www.engadget.com/entertainment/streaming/audibles-new-plan-is-9-a-month-and-still-includes-an-audiobook-credit-174641878.html. Mehrotra, Pranob. "Audible’s new Standard plan makes it easy to enjoy audiobooks for less." Digitaltrends.com, Digital Trends, 3 Mar. 2026, https://www.digitaltrends.com/movies/audibles-new-standard-plan-makes-it-easy-to-enjoy-audiobooks-for-less/.   Universal Health Services to Acquire Talkspace: “Universal Health Services, Inc. to Acquire Talkspace, Inc.” Uhs.Com, Universal Health Services, Inc., 9 Mar. 2026, uhs.com/news/universal-health-services-inc-to-acquire-talkspace-inc/. Gliadkovskaya, Anastassia, and Dave Muoio. “Universal Health Services to Acquire Talkspace in $835M Deal to Build out Virtual Behavioral Health.” Fiercehealthcare.Com, Fierce Healthcare, 9 Mar. 2026, www.fiercehealthcare.com/finance/uhs-acquire-talkspace-estimated-835-million-transaction.   Manufacturer Participation in CMS 2028 Medicare Drug Price Negotiation CMS Announces 2028 Maximum Fair Prices for 15 New Medicare-Negotiated Drugs Under Part B & D “CMS Announces Manufacturer Participation in Third Cycle of Medicare Drug Price Negotiation.” CMS.Gov, Centers for Medicare & Medicaid Services, 13 Mar. 2026, www.cms.gov/newsroom/fact-sheets/cms-announces-manufacturer-participation-third-cycle-medicare-drug-price-negotiation. CMS Announces Part D Savings & 2026 Maximum Fair Prices for First 10 Medicare-Negotiated Drugs CMS Announces Part D Savings & 2027 Maximum Fair Prices for 15 New Medicare-Negotiated Drugs Cubanski, Juliette, and Tricia Neuman. “Key Facts About Medicare Drug Price Negotiation.” Kff.Org, KFF, 11 Mar. 2026, www.kff.org/medicare/key-facts-about-medicare-drug-price-negotiation/. “Medicare Drug Price Negotiation Program: Selected Drugs for Initial Price Applicability Year 2028.” Cms.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/factsheet-medicare-negotiation-selected-drug-list-ipay-2028.pdf. Accessed 18 Mar. 2026.   Microsoft Announces Copilot Health: “Introducing Copilot Health.” Mcrosoft.Ai, Microsoft, 12 Mar. 2026, microsoft.ai/news/introducing-copilot-health/. Bonifield, Stevie. “Microsoft’s Copilot Health can connect to your medical records and wearables.” Theverge.com, The Verge, 12 Mar. 2026, https://www.theverge.com/tech/893594/microsoft-copilot-health-launch. Landi, Heather. “Microsoft unveils Copilot Health as an AI health companion for consumers.” Fiercehealthcare.com, Fierce Healthcare, 12 Mar. 2026, https://www.fiercehealthcare.com/ai-and-machine-learning/microsoft-unveils-copilot-health-ai-health-companion-consumers.   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://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social Not affiliated with or endorsed by Medicare or any government agency.

Podcast reviews

Read Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow podcast reviews


4.6 out of 5
43 reviews
★★★★★
Ellesappelle4 2025/05/09
Great podcast
This content is worth your time and almost always relevant to things I’m dealing with as an agent. Keep up the great work!
★★★★★
Wetzeem 2019/08/15
Ritter Rocks
Great job, Sarah!
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