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

Sarah J. Rueppel | Ritter Insurance Marketing | Insurance Agent Tips, Tools & Training
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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.

  1. 2d ago

    CMS Encourages Marketplace Carriers to Increase Agent Oversight and Implement Call Recording

    CMS recently released guidance on call recording best practices for agents writing ACA plans in states on the Federal Marketplace. Learn more about the potential changes and why we recommend implementing this recommendation sooner rather than later.   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! 📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 📰 Get Field Notes delivered to your inbox! 💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com.   Resources: Carrier Partners – Ritter Insurance Marketing Learn More About IntegrityCONNECT Reach out to our Under-65 Team at Ritter Insurance Marketing   References: "Best Practices for Issuers for Plan Year 2027 Agent and Broker Oversight." Cms.gov, Centers for Medicare & Medicaid Services, 19 Oct. 2026, https://www.cms.gov/files/document/py27-issuer-ab-oversight-guidance.pdf. "CMS issues new guidance on ACA insurers as open enrollment looms." Insurancenewsnet.com, Insurance News Net, 21 Oct. 2026, https://insurancenewsnet.com/innarticle/cms-issues-new-guidance-on-aca-insurers-as-open-enrollment-looms. "CMS Model Content Form for Marketplace Agents." Cms.gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/marketplace/agents-brokers/files/cms-model-consent-form-marketplace-agents-brokers.pdf, Accessed 27 Oct. 2026. "CMS urges marketplace insurers to have brokers record consumer calls." Beckerspayer.com, Becker's Payer Issues, 20 Oct. 2026, https://www.beckerspayer.com/payer/aca/cms-urges-marketplace-insurers-to-have-brokers-record-consumer-calls/. Stover, Danica. “PY27 Issuer AB Oversight Guidance Final: Danica Stover.” LinkedIn, 26 Oct. 2026, https://lnkd.in/p/eegtPAA9.   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.

  2. 5d ago

    ACA Agent Moratorium Lawsuits & Call Recording Best Practices + 2027 Medigap Deductibles

    The Friday Five for October 30, 2026: CMS ACA New Agent Moratorium Update CMS Recommendation on ACA Call Recording for PY 2027 CMS Exchange Pre-Eligibility Verification Proposed Rule CMS 2027 Med Supp Plans F, G, & J Deductibles CMS 2027 Med Supp Plans K & L Out-of-Pocket Limits   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! 📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 📰 Get Field Notes delivered to your inbox! 💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com.   Resources: 2028 MA Proposed Rule, ACA Agent Moratorium Lawsuit & Epic’s Rx Marketplace Content Corner: Spooky Season and All Things Pumpkin How a CHOICE Partnership Can Support ACA Sales Integrity Launches ACA EDE in IntegrityCONNECT The 2027 COLA Increase & How it Affects Your Clients The Secret to Long-Term Success ft. Debbie Hoffman   CMS ACA New Agent Moratorium Update: "CMS Hit With Another Broker Suit Over ACA Registration Bar." Hafamerica.org, Health Agents for America, 22 Oct. 2026, https://www.hafamerica.org/wp-content/uploads/2026/10/Law360-10-22-2026.pdf. CMS Temporarily Pauses New Marketplace Agent Registrations for 2027 "HAFA filing suit over ACA agent moratorium." Insurancenewsnet.com, Insurance News Net, 21 Oct. 2026, https://insurancenewsnet.com/innarticle/hafa-filing-suit-over-aca-agent-moratorium. "HAFA Official Site." Hafamerica.org, Health Agents for America, https://www.hafamerica.org/, Accessed 27 Oct. 2026. "Patient Protection and Affordable Care Act; Temporary Moratoria on Certain Agent and Broker Registration To Participate in the Exchanges." Federalregister.gov, Federal Register, 23 Sep. 2026, https://www.federalregister.gov/documents/2026/09/23/2026-19493/patient-protection-and-affordable-care-act-temporary-moratoria-on-certain-agent-and-broker. "Trump administration sued for second time over ACA broker freeze." Healthcaredive.com, Healthcare Dive, 23 Oct. 2026, https://www.healthcaredive.com/news/aca-broker-agent-freeze-lawsuit-hafa-hhs-cms/833828/. Under-65 Team at Ritter Insurance Marketing   CMS Recommendation on ACA Call Recording for PY 2027: "Best Practices for Issuers for Plan Year 2027 Agent and Broker Oversight." Cms.gov, Centers for Medicare & Medicaid Services, 19 Oct. 2026, https://www.cms.gov/files/document/py27-issuer-ab-oversight-guidance.pdf. "CMS issues new guidance on ACA insurers as open enrollment looms." Insurancenewsnet.com, Insurance News Net, 21 Oct. 2026, https://insurancenewsnet.com/innarticle/cms-issues-new-guidance-on-aca-insurers-as-open-enrollment-looms. "CMS urges marketplace insurers to have brokers record consumer calls." Beckerspayer.com, Becker's Payer Issues, 20 Oct. 2026, https://www.beckerspayer.com/payer/aca/cms-urges-marketplace-insurers-to-have-brokers-record-consumer-calls/. Stover, Danica. “PY27 Issuer AB Oversight Guidance Final: Danica Stover.” LinkedIn, 26 Oct. 2026, https://lnkd.in/p/eegtPAA9.   CMS Exchange Pre-Eligibility Verification Proposed Rule: "CMS Proposes New Verification Requirements to Implement Law that Combats Exchange Fraud and Protects Taxpayer Dollars." cms.gov, Centers for Medicare & Medicaid Services, 23 Oct. 2026,  https://www.cms.gov/newsroom/press-releases/cms-proposes-new-verification-requirements-implement-law-combats-exchange-fraud-protects-taxpayer. "Exchange Pre-Eligibility Verification Proposed Rule (CMS 9873-P)." cms.gov, Centers for Medicare & Medicaid Services, 23 Oct. 2026, https://www.cms.gov/newsroom/fact-sheets/exchange-pre-eligibility-verification-proposed-rule-cms-9873-p. "Patient Protection and Affordable Care Act, Exchange Pre-Eligibility Verification." Federalregister.gov, Federal Register, 27 Oct. 2026, https://www.federalregister.gov/documents/2026/10/27/2026-21891/patient-protection-and-affordable-care-act-exchange-pre-eligibility-verification. "Submit A Public Comment on Patient Protection and Affordable Care Act, Exchange Pre-Eligibility Verification." Federalregister.gov, Federal Register, 27 Oct. 2026, https://www.federalregister.gov/documents/2026/10/27/2026-21891/patient-protection-and-affordable-care-act-exchange-pre-eligibility-verification.   CMS 2027 Med Supp Plans F, G, & J Deductibles: "F, G & J Deductible Announcements." Cms.gov, Centers for Medicare & Medicaid Services, October 2026, https://www.cms.gov/medicare/health-drug-plans/medigap/f-g-j-deductible-announcements.   CMS 2027 Med Supp Plans K & L Out-of-Pocket Limits: "K & L Out-of-Pocket Limits Announcements." Cms.gov, Centers for Medicare & Medicaid Services, October 2026, https://www.cms.gov/medicare/health-drug-plans/medigap/k-l-out-of-pocket-limits-announcements.   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.

  3. Oct 28

    HSA-Eligible Health Plans: Benefits, Savings, and Sales Tips

    With the passing of President Trump’s One Big Beautiful Bill, your clients may have questions about how health savings accounts may play into their healthcare costs. In this episode, we’ll be giving you the breakdown of everything you need to know.   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! 📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Affinity Partnerships for Insurance Agents IntegrityCONNECT The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships The Ritter Platform   References: Medicare Made Clear. (n.d.). Health savings accounts and Medicare. UnitedHealthcare. https://www.uhc.com/news-articles/medicare-articles/hsas-and-medicare     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. Oct 26

    The 2027 COLA Increase & How it Affects Your Clients

    With 2027 right around the corner, the SSA has released their new numbers on what to expect for the cost-of-living adjustment and Social Security benefit checks. Here’s what your clients can expect for 2027! 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! 📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: $90 Rebate for Qualifying Medicare Beneficiaries Can Insurance Agents Charge Consulting Fees for Medicare Sales or Services? Q4 Medicare Sales Planner   References: Social Security Administration. (2025, October 24). Cost-of-living adjustment (cola) information. Social Security. https://www.ssa.gov/news/en/cola/index.html Social Security Administration. (2026, October 14). Social Security announces 3.6 percent benefit increase for 2027. Social Security. https://www.ssa.gov/news/en/press/releases/2026-10-14.html   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. Oct 24

    The Secret to Long-Term Success ft. Debbie Hoffman

    Debbie Hoffman joins Sarah to talk about her journey as an independent insurance agent. Listen to learn about Debbie’s approach to building her agency and how she defines success.   Find Debbie Hoffman Online: HIR Insurance Agency LinkedIn   Resources: ACA in 2027: CMS Changes, Fraud Prevention & Identity Proofing ft. Arthur Barlow How to Stay Top of Mind & Build Trust That Drives Growth ft. Bjorn Piltingsrud and Andrew Saksa Turning Life Changes into Sales Opportunities   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  Opinions expressed by interview guests are their own and not representative of Ritter Insurance Marketing or Integrity. The Agent Survival Guide Podcast is not affiliated with or endorsed by Medicare or any government agency. For Agent Training and Educational Purposes Only. Any plan benefits, premiums, copayments, coinsurance, deductibles, or other out-of-pocket costs shown are hypothetical examples provided for illustrative purposes only and are not representative of any specific insurance plan or product. Actual plan benefits and costs vary by plan, service area, eligibility, and other applicable factors. Agents must reference current, carrier-approved plan materials when discussing specific plan benefits or costs with consumers.

  6. Oct 23

    2028 MA Proposed Rule, ACA Agent Moratorium Lawsuit & Epic’s Rx Marketplace

    The Friday Five for October 23, 2026: Medicare Advantage Stakeholders Survey Results Epic Announces New Prescription Marketplace CMS Removes Duplicate Enrollments from ACA Rolls NABIP Files Lawsuit Over Moratorium on New ACA Agents CMS Medicare Advantage 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! 📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 📰 Get Field Notes delivered to your inbox! 💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com.   Medicare Advantage Stakeholders Survey Results: “Charting A Path Forward For Medicare Advantage: Expert Consensus On Policy Priorities And Trade-Offs.” Healthaffairs.org, Health Affairs, 5 Oct. 2026, https://www.healthaffairs.org/doi/10.1377/hlthaff.2025.01724.  “Little room for stakeholder onsensus among potential Medicare Advantage reforms.” Fiercehealthcare.com, Fierce Healthcare, 8 Oct. 2026, https://www.fiercehealthcare.com/regulatory/look-stakeholder-perspectives-medicare-advantage-reform.   Epic Announces Prescription Marketplace: “Epic teams up with Amazon Pharmacy, LillyDirect and Mark Cuban to launch prescription drug pricing tool.” Fiercehealthcare.com, Fierce Healthcare, 15 Oct. 2026, https://www.fiercehealthcare.com/health-tech/epic-teams-amazon-pharmacy-mark-cuban-launch-prescription-drug-pricing-tool. “Prescription Marketplace Will Let Patients Compare Pharmacy Cash Prices Before Leaving the Doctor’s Office.” Epic.com, Epic, 15 Oct. 2026, https://www.epic.com/epic/post/prescription-marketplace-will-let-patients-compare-pharmacy-cash-prices-before-leaving-the-doctors-office/. “New Regulations Make It Easier to Find, Compare, and Report Healthcare Pricing and Coverage Information.” 5 Oct. 2026, https://www.cms.gov/newsroom/press-releases/new-regulations-make-it-easier-find-compare-report-healthcare-pricing-coverage-information. “Transparency in Coverage Final Rules (CMS 9882-F).” cms.gov, Centers for Medicare & Medicaid Services, 5 Oct. 2026, https://www.cms.gov/newsroom/fact-sheets/transparency-coverage-final-rules-cms-9882-f.   CMS Removes Duplicate Enrollments from ACA Rolls: “CMS takes aim at duplicative ACA, Medicaid enrollments.” Fiercehealthcare.com, Fierce Healthcare, 14 Oct. 2026, https://www.fiercehealthcare.com/regulatory/cms-takes-aim-duplicative-aca-medicaid-enrollments. “Trump Administration Delivers Second Year of Savings by Stopping Taxpayer Payments for Duplicate and Deceased Enrollees in Obamacare.” Cms.gov, Centers for Medicare & Medicaid Services, 14 Oct. 2026, https://www.cms.gov/newsroom/press-releases/trump-administration-delivers-second-year-savings-stopping-taxpayer-payments-duplicate-deceased. “US cuts Obamacare subsidies for 189,000 with duplicate coverage.” Reuters.com, Reuters, 14 Oct. 2026, https://www.reuters.com/business/healthcare-pharmaceuticals/us-government-cuts-subsidies-189000-obamacare-enrollees-2026-10-14/.   NABIP Files Lawsuit Over Moratorium on New ACA Agents: “Agent, broker group sues CMS to block ACA registration freeze.” Beckerspayer.com, Becker’s Payer, 16 Oct. 2026, https://www.beckerspayer.com/legal/agent-broker-group-sues-cms-to-block-aca-registration-freeze/. “CMS Cracks Down on Fraud, Waste, and Abuse in the Federal Health Insurance Marketplace.” Cms.gov, Centers for Medicare & Medicaid Services, 22 Sep. 2026, https://www.cms.gov/newsroom/press-releases/cms-cracks-down-fraud-waste-abuse-federal-health-insurance-marketplacer. “NABIP Seeks Injunctive Relief Against HHS and CMS Over Marketplace Moratorium Affecting Nearly 19,000 Agents and Brokers.” Nabip.org, National Association of Benefits and Insurance Professionals, 15 Oct. 2026, https://nabip.org/media/11423/cms-lawsuit_press-release_final_261015.pdf. “NABIP sues CMS over moratorium on new ACA broker registrations.” Fiercehealthcare.com, Fierce Healthcare, 15 Oct. 2026, https://www.fiercehealthcare.com/payers/nabip-sues-cms-over-moratorium-new-aca-broker-registrations.   CMS Medicare Advantage Proposed Rule: “CMS Proposes Reforms to Strengthen Transparency and Affordability in Medicare Advantage and Part D.” cms.gov, Centers for Medicare & Medicaid Services, 16 Oct. 2026, https://www.cms.gov/newsroom/press-releases/cms-proposes-reforms-strengthen-transparency-affordability-medicare-advantage-part-d. “Fact Sheet: Medicare Program; Implementation of Sections 6219, 6220, and 6224 of the Consolidated Appropriations Act, 2026 (CMS-4214-P).” cms.gov, Centers for Medicare & Medicaid Services, 16 Oct. 2026, https://www.cms.gov/newsroom/fact-sheets/medicare-program-implementation-sections-6219-6220-6224-consolidated-appropriations-act-2026-cms. “Medicare Program; Implementation of Sections 6219, 6220, and 6224 of the Consolidated Appropriations Act, 2026.” Federalregister.gov, Federal Register, 20 Oct. 2026, https://public-inspection.federalregister.gov/2026-21420.pdf.   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.

  7. Oct 22

    How a CHOICE Partnership Can Support ACA Sales

    Learn more about Custom Health Option and Individual Care Expense (CHOICE) Arrangements. These healthcare options (formerly known as Individual Coverage Health Reimbursement Arrangements or ICHRA) can be offered by agents and are increasing in popularity.   Read the text version   Get Connected: 🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!   📧 Connect with our Under-65 Health Team to Get More Info on CHOICE Arrangements 📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com.   Resources: Getting Started Selling Group Ancillary Benefits ft. Max Ravenelle Insurance Agents Can Generate More Leads   References: “CHOICE Arrangements: A Guide for Employers.” Cms.gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/marketplace/employer-initiatives, Accessed 6 Oct. 2026. “Growth Trends for ICHRA & QSEHRA Volume Five: 2025-2026.” Hracouncil.org, HRA Council, https://www.hracouncil.org/resources/Documents/2026%20HRA%20Council%20Data%20Report%20-%20PDF%20Version.pdf, Accessed 6 Oct. 2026. “Health Insurance Marketplace Calculator.” Kff.org, KFF, https://www.kff.org/interactive/subsidy-calculator/, Accessed 6 Oct. 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.

  8. Oct 20

    Learning from Lost Medicare Insurance Sales

    Nothing hits (or hurts!) quite like a lost sale. While it’s easy to focus on the loss, we choose to focus on solutions. Find out how you can too, and make lost opportunities few and far between.   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!  📢 Submit a shoutout to be read in a future episode 🎙️ Be a Guest on the ASG Podcast 💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 3 Additional Effective Techniques for Closing Insurance Sales 4 Effective Techniques for Closing Insurance Sales Developing an Agency – Your Guide to Getting Started Diversify Your Insurance Portfolio & Reap Real Rewards PlanEnroll Request a Portfolio Review The Ritter Platform The Ultimate Agent Resource List Pt. 3: Staying Organized Why Hiring an Assistant Can Transform Your Insurance Business   References: “5 qualities effective sales leaders need to have + how to cultivate them for yourself” blog.hubspot.com, Hubspot, 3 Nov. 2025, https://blog.hubspot.com/sales/habits-to-become-a-more-effective-salesperson. “7 Active Listening Techniques for Better Communication.” Verywellmind.com, verywellmind, 14 Apr. 2026, https://www.verywellmind.com/what-is-active-listening-3024343.   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.

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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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