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

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

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. 26 分鐘前

    6 Steps to Scale Your Insurance Business to an Agency

    Ready to grow your insurance business? Great! Not sure where to start? Listen for our road map! We outline 6 steps to take when you want to make the jump from agent to agency.   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 ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 17 Ways to Generate Medicare Leads (That You Probably Haven't Tried Yet!) Community-Based Marketing for Insurance Agents Developing an Agency — Your Guide to Getting Started How To Better Market Your Insurance Business How to Grow Your Insurance Business by 45% Learn More About IntegrityCONNECT Insurance Agents Can Generate More Leads with a Referral Marketing Strategy IntegrityCONNECT & PlanEnroll FAQs IntegrityCONNECT Leads FAQs   References: "28 Best Insurance KPIs and Metrics Examples for 2025 Reporting." insightsoftware.com, Insight Software, https://insightsoftware.com/blog/best-insurance-kpis-and-metrics/, Accessed 4 May 2026. Twin, Alexandra. “How to Create a Compelling Value Proposition, With Examples.” Edited by Jefreda R. Brown and Timothy Li, Investopedia.Com, Investopedia, 28 Apr. 2026, www.investopedia.com/terms/v/valueproposition.asp.   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.

    19 分鐘
  2. 2 天前

    5 Takeaways from the 2027 CMS Marketplace Final Rule for Insurance Agents

    The 2027 Marketplace Final Rule from CMS is here! Join Sarah as she pulls out takeaways for insurance agents selling ACA 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 ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 2027 ACA Final Rule Makes Strides to Reduce Premiums Drug Story Podcast with Thomas Goetz Drug Story: Ivermectin on 99% Invisible How to Grow Your Insurance Business by 45% Introducing the Integrity Health Plan Mounjaro means something? Ffrom TBOY he Best One Yet On ivermectin and parasites (and other things) on Drug Story The Complete Guide on How to Sell Prescription Drug Plans   References: “CMS Final Rules Lowers Costs, Cracks Down on Fraud, and Expands State Control.” Cms.gov, Centers for Medicare & Medicaid Services, 15 May 2026, https://www.cms.gov/newsroom/press-releases/cms-final-rule-lowers-costs-cracks-down-fraud-expands-state-control. Minemyer, Paige. “CMS pulls back limits on non-standard ACA plans in final rule.” Fiercehealthcare.com, Fierce Healthcare, 15 May 2026, https://www.fiercehealthcare.com/regulatory/cms-pulls-back-limits-non-standard-aca-plans-final-rule. “HHS Notice of Benefit and Payment Parameters for 2027 Final Rule.” Cms.gov, Centers for Medicare & Medicaid Services, 15 May 2026, https://www.cms.gov/newsroom/fact-sheets/hhs-notice-benefit-payment-parameters-2027-final-rule. “Patient Protection and Affordable Care Act, HHS Notice of Benefit and Payment Parameters for 2027; and Basic Health Program.” Federalregister.Gov, Centers for Medicare & Medicaid Services, 20 May 2026, www.federalregister.gov/documents/2026/05/20/2026-10050/patient-protection-and-affordable-care-act-hhs-notice-of-benefit-and-payment-parameters-for-2027-and. Accessed 26 May 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.

    14 分鐘
  3. 6 天前

    4 Effective Techniques for Closing Insurance Sales

    In this episode of the Agent Survival Guide, we’ll walk through four effective strategies that you can use to help close an insurance sale. We’ll teach you which technique is most effective in certain scenarios and the traits you should strive for to make any close more successful.   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 ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 10 Essential Tools for Beginner Insurance Agents Getting Started Selling Medicare Supplements Empower Your Prospects to Act Before Turning 65 Medicare Advantage Trial Rights Explained for Agents   References: Abbott, Tom. “The Assumptive Close: A Powerful Tool for Increasing Sales.” SOCO Sales Training, 15 Apr. 2026, www.socoselling.com/the-assumptive-close/. Copley Ph.D., Laura “How to (Re-)Build Trust in a Relationship.” PositivePsychology.Com, 8 Nov. 2025, positivepsychology.com/build-trust/. “How to Be Confident.” Tony Robbins.com, www.tonyrobbins.com/building-confidence/how-to-be-confident. Accessed 27 Apr. 2026. How to Understand Body Language and Facial Expressions, www.verywellmind.com/understand-body-language-and-facial-expressions-4147228. Accessed 27 Apr. 2026. “Medicare vs. Medicare Advantage Open Enrollment.” Medicare vs. Medicare Advantage Open Enrollment, www.ncoa.org/article/whats-the-difference-between-medicares-open-enrollment-period-and-medicare-advantage-open-enrollment/. Accessed 27 Apr. 2026. “Researcher Investigates How Our Snap Judgments Affect Society.” FABBS, 25 Jan. 2024, fabbs.org/news/2023/09/researcher-investigates-how-our-snap-judgments-affect-society/. “What Is the Puppy Dog Close?” HubSpot Blog, blog.hubspot.com/sales/puppy-dog-close. Accessed 27 Apr. 2026.   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.

    18 分鐘
  4. 5月15日

    Introducing the Integrity Health Plan

    The Friday Five for May 15, 2026: Field Notes: Camp Ritter The “Spotify 20: Your Party of the Year(s)” TRICARE Transition from DS Logon to myAuth Scammers Using Meta to Target Seniors Introducing the Integrity Health Plan   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 ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   The “Spotify 20: Your Party of the Year(s)”: “20 Days, 20 Data Drops.” Newsroom.spotify.com, Spotify, https://newsroom.spotify.com/spotify20/, Accessed 12 May 2026. “It’s Your Party of the Year(s): A Look Back at Your Entire Music History on Spotify.” Newsroom.spotify.com, Spotify, 12 May 2026, https://newsroom.spotify.com/2026-05-12/spotify-20-personal-music-retrospective/. Weatherbed, Jess. “Spotify’s latest ‘Wrapped’ covers your entire music history.” Theverge.com, The Verge, 12 May 2026, https://www.theverge.com/entertainment/928395/spotify-20th-anniversary-wrapped-recap. “What 20 Years of Spotify Data Reveals About Our Listeners.” Newsroom.spotify.com, Spotify, 23 Apr. 2026, https://newsroom.spotify.com/2026-04-23/spotify-20-data-listening-trends/.   TRICARE Transition from DS Logon to myAuth: “TRICARE logins transitioning to myAuth in 2026.” Newsroom.tricare.mil, TRICARE, 5 May 2026, https://newsroom.tricare.mil/News/TRICARE-News/Article/4477500/tricare-logins-transitioning-to-myauth-in-2026-what-you-need-to-know. Obis, Anastasia. “TRICARE systems to transition to myAuth by the end of 2026.” Federalnewsnetwork.com, Federal News Network, 6 May 2026, https://federalnewsnetwork.com/technology-main/2026/05/tricare-systems-to-transition-to-myauth-by-the-end-of-2026/.   Scammers Using Meta to Target Seniors: Ingram, David. “Facebook allows repeat scam artists to send ads to seniors, researchers say.” Nbcnews.com, NBC News, 11 May 2026, https://www.nbcnews.com/tech/security/meta-allows-repeat-scam-artists-target-seniors-report-says-rcna344068. “How Meta Helps Medicare scammers target seniors.” Counterhate.com, Center for Countering Digital Hate, https://counterhate.com/research/scambook/, Accessed 12 May 2026.   Integrity Health Plan: IntegrityCONNECT Integrity Health Plan Learn More About Integrity Benefits The Exclusive Benefits Available By Joining Integrity through Ritter   Resources: 5 Things About the CMS 2027 MA and Part D Final Rule Cigna's ACA Exit, Certification Dates, Sleep Audio Content Corner: Fundamentals of Senior Finance FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? How to Grow Your Insurance Business by 45% Ready-Made Marketing for Insurance Agents: Inside the Content Library   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.

    15 分鐘
  5. 5月13日

    Content Corner: Fundamentals of Senior Finance

    Don’t miss our brand-new series we’re calling Content Corner! Listen as we discuss the newest Content Library materials from Ritter Insurance Marketing - Fundamentals of Senior Finances. Keep listening for our conversation on recent internet trends and how to position them for your business marketing efforts.   Check Out the Fundamentals of Senior Finances from Ritter’s Content Library   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 ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Best Practices for Using Ritter’s Content Library Content Library Homepage Cooking For Beginners Happy, Healthy Christmas Mastering Medicare Insurance Coverage Medicare Basics Senior Travel Guides Top Spooky Spots for Halloween Travel Tips   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.

    43 分鐘
  6. 5月11日

    How to Grow Your Insurance Business by 45%

    Not sure how to scale your business sustainably? We walk through specific equations agents and agencies can use (and tweak!) depending on how you'd like to grow.   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 ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 3 Easy Ways to Build Your Insurance Sales Territory 4 Ancillary Cross-Sales to Show Clients You Care A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products Ask Integrity Developing an Agency - Your Guide to Getting Started Best Practices for Training Downline Agents The Complete Guide on How to Sell Final Expense Insurance The Complete Guide to Selling Critical Illness Plans Diversify Your Insurance Portfolio & Reap Real Rewards How Ask Integrity Can Streamline Your Medicare Sales Appointments How Insurance Agents Can Set SMART Goals to Succeed How to Recruit Agents to Your Downline The Insurance Agent’s Guide to Understanding Hospital Indemnity IntegrityCONNECT PlanEnroll Remote Sales Tips for Insurance Agents Making Cross‑Selling Less Awkward for Insurance Agents ft. Demetri Simos and Dawn Myers The Advisor Approach: Cross-Selling by Fact-Finding   References: "65 Customer Retention Statistics You Need to Know in 2025." SEMrush.com, SEM Rush, https://www.semrush.com/blog/customer-retention-stats/, Accessed 13 Apr. 2026. "Kellogg’s Cereal: How They Dominated the Breakfast Aisle" 42signals.com, 42 Signals, 16 Jun. 2025, https://www.42signals.com/blog/kelloggs-cereal-story-of-dominance/.   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.

    16 分鐘

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簡介

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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