『Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow』のカバーアート

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

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

著者： Sarah J. Rueppel | Ritter Insurance Marketing | Insurance Agent Tips Tools & Training
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概要
 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.Copyright 2017-2026 All rights reserved. マーケティング マーケティング・セールス 出世 就職活動 経済学
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  • CMS Encourages Marketplace Carriers to Increase Agent Oversight and Implement Call Recording

    CMS Encourages Marketplace Carriers to Increase Agent Oversight and Implement Call Recording
    2026/11/02
    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.
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    8 分
  • ACA Agent Moratorium Lawsuits & Call Recording Best Practices + 2027 Medigap Deductibles

    ACA Agent Moratorium Lawsuits & Call Recording Best Practices + 2027 Medigap Deductibles
    2026/10/30
    The Friday Five for October 30, 2026: CMS ACA New Agent Moratorium UpdateCMS Recommendation on ACA Call Recording for PY 2027CMS Exchange Pre-Eligibility Verification Proposed RuleCMS 2027 Med Supp Plans F, G, & J DeductiblesCMS 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://...
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    17 分
  • HSA-Eligible Health Plans: Benefits, Savings, and Sales Tips

    HSA-Eligible Health Plans: Benefits, Savings, and Sales Tips
    2026/10/28
    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.
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    11 分
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