Agent Survival Guide Podcast

Sarah J. Rueppel | Ritter Insurance Marketing
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Jul 21, 2025 • 16min

Field Notes on Productivity Tools

Not enough hours in the day? ✋🏼 We've been there! In this episode, we explore problems that can be a time-suck for insurance agents. Our list of solutions could change the game for your business! Read the text version   Free Downloads: Months of Medicare Sales Planner The Busy ACA Agent’s Sale Calendar   Resources: 5 Things From the 2025 Budget Reconciliation Bill Field Notes on Digital Marketing Resources Field Notes on Traditional Marketing Resources Get Focused with These Apps Register with Ritter Insurance Marketing Ritter Docs Send your questions to the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo The Ultimate Agent Resource List Pt. 1: Market Yourself The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients The Ultimate Agent Resource List Pt. 3: Staying Organized   Productivity Solution Websites: ABBYY FineReader PDF Acuity Scheduling Adobe Acrobat Adobe Scan Asana Basecamp Box Cold Turkey Document360 Docusign Dropbox Dropbox Paper Dropbox Sign eSignatures FocusMe Freedom Google Calendar Google Drive Google Tasks Great AEP Microsoft Bookings Microsoft Lens: Apple | Google Microsoft Sharepoint Microsoft To Do Monday.com Office Depot Shredding OnceHub RescueTime Sharefile SignNow SimplyBook.me Staples Shredding Services SwiftScan Things TickTick Todoist Trello UPS Wrike Zoho Workdrive   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.
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Jul 18, 2025 • 18min

2026 Midwest D-SNP Market Opportunity

The Friday Five for July 18, 2025: Update on Regulation Banning Medical Debt from Credit Reporting Google Announces NotebookLM Featured Notebooks This week in Apple Rumors Threads Usage Up, Meta Testing Facebook Login 2026 Midwest D-SNP Market Opportunity   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Update on Regulation Banning Medical Debt from Credit Reporting: Wise, Alana. “Americans’ Medical Debt Can Stay in Credit Reports, Judge Rules. What Does That Mean?” NPR.Org, NPR, 15 July 2025, www.npr.org/2025/07/15/nx-s1-5468438/medical-debt-credit-reports-ruling. “Can Medical Collection Debt Impact Credit Scores?” Equifax.Com, Equifax, www.equifax.com/personal/education/credit/score/articles/-/learn/can-medical-debt-impact-credit-scores/. Accessed 16 July 2025. Picchi, Aimee. “Federal Judge Reverses a CFPB Rule to Strip Medical Debt from Credit Reports. Here’s What It Means.” Cbsnews.Com, CBS, 15 July 2025, www.cbsnews.com/news/federal-judge-reverses-medical-debt-rule-credit-reports-cfpb/. Morga, Adriana, and Cora Lewis. “Federal Judge Reverses Rule That Would Have Removed Medical Debt from Credit Reports.” Apnews.Com, AP News, 15 July 2025, apnews.com/article/cfpb-medical-debt-credit-reports-41f212ee6b89f9902deb267d75ab8443. Axelton, Karen. “How Does Medical Debt Affect Your Credit Score?” Experian.Com, Experian, 7 Feb. 2025, www.experian.com/blogs/ask-experian/medical-debt-and-your-credit-score/. “How Does Medical Debt Appear on My Credit Report?” Transunion.Com, Transunion, www.transunion.com/credit-disputes/credit-collections. Accessed 16 July 2025. Muoio, Dave. “Judge Grants CFPB, Trade Groups’ Request to Toss Biden-Era Medical Debt Rule.” Fiercehealthcare.Com, Fierce Healthcare, 14 July 2025, www.fiercehealthcare.com/regulatory/judge-grants-cfpb-trade-groups-request-toss-biden-era-medical-debt-rule.   Google Announces NotebookLM Featured Notebooks: McHugh-Johnson, Molly. “8 Expert Tips for Getting Started with NotebookLM.” Blog.Google.Com, Google, 18 Oct. 2024, blog.google/technology/ai/notebooklm-beginner-tips/. Roth, Emma. “Google’s Curated AI ‘Notebooks’ Talk You through Topics from Parenting to Shakespeare.” Theverge.Com, The Verge, 14 July 2025, www.theverge.com/news/706854/google-notebooklm-featured-notebook-ai-topics. Perez, Sarah. “NotebookLM Adds Featured Notebooks from The Economist, The Atlantic, and Others.” Techcrunch.Com, TechCrunch, 14 July 2025, techcrunch.com/2025/07/14/notebooklm-adds-featured-notebooks-from-the-economist-the-atlantic-and-others/. Johnson, Steven. “Try Featured Notebooks on Selected Topics in NotebookLM.” Blog.Google.Com, Google, 14 July 2025, blog.google/technology/google-labs/notebooklm-featured-notebooks/.   This week in Apple Rumors: Rossignol, Joe. “All 15 New iPhone 17 and iPhone 17 Pro Colors Revealed in Latest Leak.” MacRumors.Com, MacRumors, 16 July 2025, www.macrumors.com/2025/07/16/all-new-iphone-17-and-17-pro-colors-leaked/. Christoffel, Ryan. “IOS 26 Public Beta Rumored to Launch next Week.” 9to5Mac.Com, 9to5Mac, 15 July 2025, 9to5mac.com/2025/07/15/ios-26-public-beta-rumored-to-launch-next-week/.   Threads Usage Up, Meta Testing Facebook Login: “Global Social Media Statistics.” Datareportal.Com, DataReportal, Apr. 2025, datareportal.com/social-media-users. Campbell, Ian Carlos. “Threads Is Testing Facebook Account Sign-Ups.” Engadget.Com, Engadget, 16 July 2025, www.engadget.com/social-media/threads-is-testing-facebook-account-sign-ups-191214734.html. Perez, Sarah. “Threads Is Nearing X’s Daily App Users, New Data Shows.” Techcrunch.Com, TechCrunch, 7 July 2025, techcrunch.com/2025/07/07/threads-is-nearing-xs-daily-app-users-new-data-shows/. Hutchinson, Andrew. “Threads Tests Option To Sign up for an Account Using Facebook.” Socialmediatoday.Com, Social Media Today, 15 July 2025, www.socialmediatoday.com/news/threads-tests-sign-up-using-facebook-profile-instead-of-instagram/753156/.   2026 Midwest D-SNP Market Opportunity: Changes to Medicare in 2025 Affect Dual Eligible Special Needs Plans Event Registration: Strategically Increasing Your Market Share with D-SNPs Midwest State D-SNP Disruption The Benefits of Selling D-SNPs The Midwest D-SNP Market Shifts to Integrated Plans for 2026 — Will You?   Resources:   5 Things From the 2025 Budget Reconciliation Bill Field Notes on Digital Marketing Resources Field Notes on Partner Marketing Resources Field Notes on Traditional Marketing Resources Takeaways from Apple WWDC 2025 The Complete Guide on How to Sell D-SNPs   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.
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Jul 16, 2025 • 10min

The Difference Between Captive and Independent Agents

Are you just starting out in the insurance industry and aren’t sure what path is right for you? In this episode we break down the pros and cons of becoming a captive or independent agent.   Work with Ritter Insurance Marketing   Resources: 3 Advantages of Being an Independent Insurance Agent 10 Essential Tools for Beginner Insurance Agents AHIP Test Tips and Tricks for Medicare Certification FAQs About AHIP FAQs About NABIP Medicare Certification FREE eBook Download - The Guide to Earning a Living Selling Health Insurance FREE eBook Download – How Insurance FMOs Work LeadCENTER Learn More About PlanEnroll Licensing Requirements for Becoming a Health Insurance Agent MedicareCENTER   References: Kagan, Julia. “Captive Agent: What It Is, How It Works, Pros and Cons.” Investopedia, Investopedia, https://www.investopedia.com/terms/c/captive-agent.asp. Accessed 19 June 2025. Rosanes, Mark. “How Do Insurance Agents Make Money?” Insurance Business America, Insurance Business, 13 July 2023, https://www.insurancebusinessmag.com/us/guides/how-do-insurance-agents-make-money-452548.aspx Tuovila, Alicia. “Independent Agent: What It Is and What They Do.” Investopedia, Investopedia, https://www.investopedia.com/terms/i/independent-agent.asp. Accessed 19 June 2025.   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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Jul 14, 2025 • 10min

Field Notes on Mail Communication Resources

Don’t miss the ASG Podcast cheat sheet on keeping in touch with client the old-fashioned way – through mail. 💌 We’ve got resources, tips, strategies, and more!   Read the text version   Mail Communication Resources: Canva Lead Concepts Lunacy Microsoft Designer MOO Office Depot ReminderMedia Staples Vistaprint   Ritter Resources: Agent Compliance Handbook Field Notes on Digital Marketing Resources Field Notes on Traditional Marketing Resources How to Successfully Set SMART Goals Interview: Relationship Marketing Strategies for Insurance Agents Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo ShopRitterIM The Ultimate Agent Resource List Pt. 1: Market Yourself The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients The Ultimate Agent Resource List Pt. 3: Staying Organized Register with Ritter Insurance Marketing REWIND: 8 Relationship Marketing Strategies for Insurance Agents Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions   References: “Direct Mail Marketing Campaigns.” Lead Concepts, Lead Concepts, 1 May 2024, www.leadconcepts.com/direct-mail/. “Free Design Tool: Presentations, Video, Social Media | CANVA.” Canva, Canva, www.canva.com/. Accessed 7 July 2025 “Have You Thought about Postcards?” Custom Online Business Printing & Design | MOO US, MOO, www.moo.com/us/. Accessed 7 July 2025. “Lunacy – Free Design Software for WIN, Mac, Linux.” Lunacy – Free Design Software for Win, Mac, Linux, Lunacy, www.icons8.com/lunacy. Accessed 7 July 2025.  “Medicare Marketing Guidelines.” CMS.Gov, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 7 July 2025. “Microsoft Designer - Stunning Designs in a Flash.” Microsoft Designer - Stunning Designs in a Flash, Microsoft, www.designer.microsoft.com/. Accessed 7 July 2025. “ReminderMedia Postcard Campaigs.” ReminderMedia.Com, ReminderMedia, 14 Aug. 2024, remindermedia.com/postcard/. Plummer, Michael. “Council Post: Three Reasons Mailers Aren’t Dead in 2022.” Forbes, Forbes Magazine, 15 July 2022, www.forbes.com/sites/forbestechcouncil/2022/07/14/three-reasons-mailers-arent-dead-in-2022/.  “Printing & Marketing Services.” Staples.Com, Staples, www.staples.com/services/printing/. Accessed 7 July 2025. “Print & Copy Services: Office Depot.” Officedepot.com, Office Depot, www.officedepot.com/l/print-and-copy/print-services. Accessed 7 July 2025. “VistaPrint.” VistaPrint Official Website: Online Printing Services, VistaPrint, www.vistaprint.com/. Accessed 7 July 2025.   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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Jul 12, 2025 • 15min

Field Notes on Commission Trackers

Ready for a better commission tracking solution? Don’t miss our episode featuring suggestions on tracking your hard-earned commissions.   Register for your FREE RitterIM.com Account   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: AHIP Test Tips and Tricks for Medicare Certification Building the Foundation for Success ft. Roy Snarr Four Reasons Why Ritter Should Be Your FMO Insurance Agency How to Avoid Using Elderspeak Operating From a People-First Mentality ft. Scott Zimmerman The Best Appointment Schedulers for Insurance Agents The Difference Between Medicare & Medicaid: What That Means for Insurance Agents The Ultimate Agent Resource List Pt. 3: Staying Organized What Are Agents Responsible for Under HIPAA?   References: “Agencybloc Commissions Management.” Agencybloc.Com, AgencyBloc, www.agencybloc.com/commissions-management/. Accessed 10 June 2025. “AgencyComp Commissions Tracker.” Agencycomp.Com, AgencyComp, agencycomp.com/. Accessed 10 June 2025. “Commissionly Sales Commission Software.” Commissionly.Io, Commissionly, www.commissionly.io/. Accessed 10 June 2025. “Excel Help & Learning.” Support.Microsoft.Com, Microsoft Support, support.microsoft.com/en-us/excel. Accessed 23 June 2025. “Excel Quick and Simple Charts Tutorial.” YouTube.Com, YouTube, www.youtube.com/watch?v=TfkNkrKMF5c. Accessed 23 June 2025. “How to Create a Chart in Microsoft Excel: Step-by-Step Guide.” wikiHow.Com, wikiHow, 31 Dec. 2024, www.wikihow.com/Create-a-Graph-in-Excel. “How to Create Excel Charts and Graphs.” Blog.Hubspot.Com, HubSpot Blog, blog.hubspot.com/marketing/how-to-build-excel-graph. Accessed 23 June 2025. “Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 23 June 2025. “Medicare PRO CRM.” Medicareproapp.Com, Medicare PRO, www.medicareproapp.com/. Accessed 10 June 2025. “Radius Agency Management System.” Radiusbob.Com, Radius, www.radiusbob.com/. Accessed 10 June 2025.   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    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/    Not affiliated with or endorsed by Medicare or any government agency. 
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Jul 11, 2025 • 18min

5 Things From the 2025 Budget Reconciliation Bill

In this week’s Friday Five, Sarah gives her first impressions on what agents need to know about the 2025 Budget Reconciliation Bill. Learn more about what’s changed for Medicare, Medicaid, ACA, and more!   Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 2025 ACA Marketplace Integrity & Affordability Final Rule Takeaways 2026 Medicare Advantage and Part D Certification Info Key Takeaways From the 2025 Marketplace Integrity and Affordability CMS Final Rule Summer 2025 Survival Guide   References: Konish, Lorie. “‘Big Beautiful Bill’ May Help Some Seniors on Social Security. But It Doesn’t Eliminate Taxes on Benefits.” CNBC.Com, CNBC, 8 July 2025, www.cnbc.com/2025/07/07/why-big-beautiful-bill-doesnt-end-taxes-on-social-security-benefits.html. “Health Provisions in the 2025 Federal Budget Reconciliation Bill.” KFF.Org, KFF, 5 July 2025, www.kff.org/tracking-the-medicaid-provisions-in-the-2025-budget-bill/. Published: Nov 21, 2024. “How Much More Would People Pay in Premiums If the ACA’s Enhanced Subsidies Expired?” KFF, KFF.org, 15 Apr. 2025, www.kff.org/interactive/how-much-more-would-people-pay-in-premiums-if-the-acas-enhanced-subsidies-expired/. Ortaliza, Jared, et al. “How Will the One Big Beautiful Bill Act Affect the ACA, Medicaid, and the Uninsured Rate?” KFF.Org, KFF, 18 June 2025, www.kff.org/policy-watch/how-will-the-2025-budget-reconciliation-affect-the-aca-medicaid-and-the-uninsured-rate/. “One Big Beautiful Bill Act.” Congress.Gov, Congress, www.congress.gov/bill/119th-congress/house-bill/1/text. Accessed 9 July 2025. “‘One Big Beautiful Bill Act’ Tax Policies: Details and Analysis.” Taxfoundation.Org, Tax Foundation, 7 July 2025, taxfoundation.org/research/all/federal/big-beautiful-bill-senate-gop-tax-plan/. Muoio, Dave. “Trump Signs Big Tax and Spending Bill into Law as Industry Groups Decry Healthcare Cuts.” Fiercehealthcare.Com, Fierce Healthcare, 6 July 2025, www.fiercehealthcare.com/providers/house-votes-218-214-send-reconciliation-bill-trumps-desk.   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.
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Jul 10, 2025 • 10min

Field Notes on Partner Marketing Resources

Partnerships can be a powerful growth strategy for your business. Learn more about marketing your business through collaboration and community involvement.   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: 5 Insurance Marketing Tips to Help Agents Stand Out from the Crowd 5 Things to Consider When Creating Your Personal Brand Community-Based Marketing for Insurance Agents Community Engagement & ACA Marketing Suggestions for Agents How Relationship Marketing Can Make the Difference in Your Agency Modern Medicare Marketing for Today's Agents Operating From a People-First Mentality ft. Scott Zimmerman Ready to partner with an FMO? Register with Ritter Insurance Marketing! The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships   References: “Affinity Marketing: The Art of Building Connections.” Mailchimp.Com, Intuit, mailchimp.com/resources/affinity-marketing/. Accessed 10 June 2025. “Complementary Business Definition.” Lawinsider.Com, Law Insider, www.lawinsider.com/dictionary/complementary-business. Accessed 10 June 2025. “Contract Year 2026 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 (CMS-4208-P).” CMS.Gov, CMS, 26 Nov. 2025, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription. “Medicare Marketing Guidelines.” CMS.Gov, CMS, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 June 2025.   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.
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Jul 9, 2025 • 13min

Medicare Enrollment Periods Explained

We’ve got the breakdown of all the Medicare and Medicare Advantage enrollment periods that beginner agents need to know.   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 10 Essential Tools for Beginner Insurance Agents: https://ritterim.com/blog/10-essential-tools-for-beginner-insurance-agents/ Apps for Comparing Healthcare & Prescriptions: https://lnk.to/ASGA85 Medicare Advantage Open Enrollment Do’s and Don’ts: https://ritterim.com/blog/medicare-advantage-open-enrollment-dos-and-donts/ Self-Guided Training with Knight School: https://ritterim.com/knight-school/ The Difference Between Medicare & Medicaid: https://lnk.to/ASGAE01 What is AHIP Certification and How Do I Get It? https://lnk.to/asg672   References: Franchina, Chris. “AEP vs. OEP: Understanding the Differences for Medicare.” Policy Engineer, 11 Jan. 2025, https://policyengineer.com/aep-vs-oep-understanding-the-differences-for-medicare/. “Get Ready to Buy.” Medicare.Gov, https://www.medicare.gov/health-drug-plans/medigap/ready-to-buy. Accessed 17 June 2025. “Joining a Plan.” Medicare, “Joining a Plan.” Medicare, www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan. Accessed 10 June 2025. Worstell, Christian. “Medicare AEP vs. OEP: Know Your Enrollment Periods.” Medicare AEP vs. OEP | How to Enroll or Change Your Medicare Plan | MedicareAdvantage.Com, MedicareAdvantage.com, 18 Mar. 2025, https://www.medicareadvantage.com/enrollment/medicare-aep-vs-oep. “Medicare Open Enrollment.” CMS.Gov, https://www.cms.gov/priorities/key-initiatives/medicare-open-enrollment-partner-resources. Accessed 10 June 2025. “Medicare Open Enrollment Fact Sheet 2025.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/files/document/2024-medicare-open-enrollment-fact-sheet.pdf. Accessed 10 June 2025. “Special Enrollment Periods.” Medicare, Medicare.gov, https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods. Accessed 10 June 2025. “What Is the Medicare Annual Enrollment Period? | News & Articles | UnitedHealthcare.” UHC.Com, UnitedHealthcare, https://www.uhc.com/news-articles/medicare-articles/what-is-the-medicare-annual-enrollment-period. Accessed 10 June 2025. “What If I Missed My Initial Enrollment Period? | News & Articles | UnitedHealthcare.” UHC.Com, UnitedHealthcare, https://www.uhc.com/news-articles/medicare-articles/what-if-i-missed-my-initial-enrollment-period. Accessed 10 June 2025. “What Is the Medicare General Enrollment Period?” NOCA.Org, National Counsel of Aging, https://www.ncoa.org/article/a-closer-look-at-the-medicare-general-enrollment-period/. Accessed 10 June 2025.   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.
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Jul 8, 2025 • 22min

Field Notes on Digital Marketing Resources

Take your business into the modern world of digital marketing. We’ve compiled the ultimate guide to getting started, tips, resources, and more!   Read the text version   Register with Ritter Insurance Marketing   Full-Service Digital Marketing Services: $99 Social ConciergeBee Disruptive Advertising Firebelly MarketingHubstaff Talent Ignite Visibility KlientBoostLinkedIn Lyfe Marketing ReminderMedia SEO DiscoveryUpwork   Self-Service Digital Marketing Options: Buffer Constant Contact GoDaddy Google Ads HostGator HubSpot MailChimp Semrush SEO Meta in 1 Click Social Bee Squarespace Wix   Resources: 3 Insurance Business Tools You Absolutely Can’t Live Without Ritter Insurance Marketing Agent Compliance Handbook How to Market Yourself Online Webinar Field Notes on Traditional Marketing Integrity Tools Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You Introducing The Content Library for Health Insurance Agents Modern Medicare Marketing for Today’s Agents FREE eBook Download PlanEnroll Ritter’s Content Library Ritter Insurance Marketing Registration Form Social Media Marketing for Insurance Agents FREE eBook Download   The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients   References: Kumar, Naveen. “167 Digital Marketing Statistics 2025 [Facts & Growth].” DemandSage, 4 Mar. 2025, https://www.demandsage.com/digital-marketing-statistics/. “Digital Marketing: Everything You Need to Know to Get It Right.” HubSpot Blog, https://blog.hubspot.com/marketing/what-is-digital-marketing. Accessed 16 June 2025. “Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 16 June 2025. Nguyen, Stephanie T. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 24 Jan. 2025, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business/ . “Subpart V—Medicare Advantage Communication Requirements.” Code of Federal Regulations, eCFR.gov, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 16 June 2025. “Writing Alt Text for Infographics: Quick Tips.” WCAG Audits, ADA Accessibility Audits & Section 508 Audits, Bureau of Internet Accessibility, 7 Nov. 2023, https://www.boia.org/blog/writing-alt-text-for-infographics-quick-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/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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Jul 7, 2025 • 34min

Field Notes on Traditional Marketing Resources

Learn how to promote your insurance business with traditional marketing strategies. We cover what agents should know: marketing materials, use cases, and where to find resources!   Partner Resources: AllOver Media Lead Concepts LeadingResponse ReminderMedia Branded Magazine Info Ritter Agents working with ReminderMedia   Design Resources: 99Designs Fiverr Freelancer Upwork   Print Resources: 4imprint Carvertise FASTSIGNS Lead Concepts MOO Office Depot Printing Services Printful Staples Print & Marketing Services Sticker Mule Vistaprint Wrapify   Ritter Resources: 8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent Integrity Official Site Integrity Tools LeadCENTER MedicareCENTER MedicareCENTER FAQs PlanEnroll FAQs Read The Ultimate Agent Resource List Part 1 Register with Ritter Insurance Marketing ShopRitterIM   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  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

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