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

Sarah J. Rueppel | Ritter Insurance Marketing | Insurance Agent Tips, Tools & Training
Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow
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429 episódios

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

    Why Trust Is an Insurance Agent's Most Important Non-Renewable Resource

    09/09/2026 | 7min
    Building a relationship with a client is just like any other relationship—it needs to start with a strong foundation. In this episode of the ASG Podcast, we’re going to be showing you what behaviors a client will appreciate in an agent
     

    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:
    Are You Offering Multiple LTC Insurance Options?

    Boost Business Selling Hospital Indemnity Insurance

    Handling Difficult Clients: Tips for Agents

    How Field Agents Can Differentiate from Call Centers

    How to Prevent Insurance Agent Negligence

    How to Retain Insurance Customers

    Medicare Advantage Open Enrollment Do's and Don'ts

    Ritter AEP Reflection Sheet

    Ritter Follow-Up One Sheet

    Ritter Follow-Up Guide

    The Complete Guide to Client Loyalty and Retention

     

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

    ACA in 2027: CMS Changes, Fraud Prevention & Identity Proofing ft. Arthur Barlow

    08/09/2026 | 27min
    Arthur Barlow, CEO and President of Compass Insurance Advisors and Founder of the ACA Health Summit joins Sarah to talk about ACA open enrollment changes for 2027. From CMS efforts to fight fraud in the ACA market to the new identity proofing requirements and high-risk applications, this interview is a must-listen for agents preparing for the ACA Open Enrollment Period.
     

    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:
    2027 ACA & Medicare Cost Projections

    5 Myths About Selling ACA Health Insurance Plans

    Compass Insurance Advisors

    MyChart Medicare Kit Scam

    New CMS Identity Proofing & Agent Authorization Rules

    Register for the ACA Health Summit – Use Code ASG40 to get 40% off your ticket price!

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

    The Ideal Client for Medicare Advantage Plans

    02/09/2026 | 6min
    So you want to start selling Medicare Advantage plans, but you aren’t sure what kind of clients to look for? No problem. In our newest episode, we break down some of the characteristics of what one of your ideal clients may look like.  

     

    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:
    How to Help Medicare Clients in Poor Health Choose the Right Coverage

    Medicare Advantage Trial Rights Explained for Agents

    Organization Tips and Tricks for the Medicare Annual Enrollment Period

    Stay Busy Outside of AEP With Special Enrollment Periods

    The Beginner's Guide to C-SNPs

    The Benefits of Selling Medicare Special Needs Plans

    Why People Are Choosing Part C Over Original Medicare

     

    References:
    Backman, M. (2025, December 1). This is the average social security benefit for 2026. is it enough?. 24/7 Wall St. https://247wallst.com/investing/2025/12/01/this-is-the-average-social-security-benefit-for-2026-is-it-enough/  

    Fuglesten Biniek, J., Freed, M., Ochieng, N., & Neuman, T. (2026, February 23). Medicare advantage enrollment grew by about 1 million people, mainly due to special needs plans. KFF. https://www.kff.org/medicare/medicare-advantage-enrollment-grew-by-about-1-million-people-mainly-due-to-special-needs-plans/  

    Munnell, A. H., & Margolis, H. S. (2026, February 23). The government is trying to rein in Medicare advantage costs. will it work?. Center for Retirement Research. https://crr.bc.edu/the-government-is-trying-to-rein-in-medicare-advantage-costs-will-it-work/  

    National Council on Aging. (2025, December 1). Top 10 chronic conditions affecting older adults. The Top 10 Most Common Chronic Diseases for Older Adults. https://www.ncoa.org/article/the-top-10-most-common-chronic-conditions-in-older-adults/  

    National Council on Aging. (2025, September 9). New poverty numbers show more older adults face economic struggle. How Rising Poverty Rates Will Affect Older Adults. https://www.ncoa.org/article/poverty-among-older-adults-keeps-growing/  

    Social Security Administration. (2025, October 24). 2026 cost-of-living adjustment (cola) fact sheet. Social Security. https://www.ssa.gov/news/en/cola/factsheets/2026.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.
  • Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

    Before You Recruit: Setting Up Your Agency for Success

    31/08/2026 | 16min
    Whether you’re starting your own insurance agency or have been at it for awhile, it’s important to make sure you’re not getting in your own way. On this episode of the Agent Survival Guide, we’ll share some key tips that can put you and your agency on the path to success.
     

    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:
    Best Practices for Training Downline Agents

    Digital Marketing for Insurance Agents: Our Top Tips to Boost Business

    Everything You Get With Your Ritter Registration

    How to Recruit Insurance Agents to Your Downline

    IntegrityCONNECT

    What Insurance License Do You Need? A Guide for Agents

    PlanEnroll

     

    References:
    “The 5 Best Trademark Services in the USA.” Emanus, 13 Sept. 2025, emanus.com/best-trademark-services-usa/.

    O’Reilly, Dennis. “10 Best Accounting Software – Forbes Advisor.” 10 Best Accounting Software, 19 May 2026, www.forbes.com/advisor/business/software/best-accounting-software/.

    Ryan, Emma. “Best 5 Website Builders for 2026: My Tried & Tested Picks.” Website Builder Expert, 5 May 2026, www.websitebuilderexpert.com/website-builders/.

    Luthi, Ben. “Can You Use a Personal Credit Card to Start a Business? | Credit Cards | U.S. News.” Can You Use a Personal Credit Card to Start a Business?, 26 May 2022, money.usnews.com/credit-cards/articles/can-you-use-a-personal-credit-card-to-start-a-business.

    “Choose a Business Structure.” U.S. Small Business Administration, www.sba.gov/business-guide/launch-your-business/choose-business-structure. Accessed 15 June 2026.

    “Employer Identification Number.” Internal Revenue Service, www.irs.gov/businesses/employer-identification-number. Accessed 15 June 2026.

    “Get an Employer Identification Number.” Internal Revenue Service, www.irs.gov/businesses/small-businesses-self-employed/get-an-employer-identification-number. Accessed 15 June 2026.

    “How to Start an Insurance Agency: A Step-by-Step Guide.” Brightway, 23 June 2025, www.brightway.com/news/starting-an-insurance-agency-guide.

    “Insurance Licensing Directory.” AgencyEquity, www.agencyequity.com/listing-categories/insurance-licensing-directory. Accessed 15 June 2026.

    “Register Your Business.” U.S. Small Business Administration, www.sba.gov/business-guide/launch-your-business/register-your-business. Accessed 15 June 2026.

    “Ritter Agents - Schedule a Demo.” AgentMethods, www.agentmethods.com/ritter-agents/. Accessed 15 June 2026.

    “Stanford Guidelines for Web Credibility.” The Web Credibility Project: Guidelines - Stanford University, credibility.stanford.edu/guidelines/index.html. Accessed 15 June 2026.

    “Streamlined Insurance Licensing & Compliance Monitoring.” NIPR, nipr.com/. Accessed 15 June 2026.

    Gupta, Mayank. “Top Startup Business Consultant Firms for 2026 Success.” CaseBasix, 19 Jan. 2026, www.casebasix.com/pages/top-startup-business-consultant-firms.

    Upwork | Hire Top Freelance Talent with Confidence, www.upwork.com/. Accessed 15 June 2026.

    USPTO Office of Public Affairs (OPA). United States Patent and Trademark Office, 12 May 2026, www.uspto.gov/.

    “What Is a Trademark?” United States Patent and Trademark Office, 30 Nov. 2023, www.uspto.gov/trademarks/basics/what-trademark.

    “Write Your Business Plan.” U.S. Small Business Administration, www.sba.gov/business-guide/plan-your-business/write-your-business-plan. Accessed 15 June 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.
  • Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

    Ritter & Integrity Solutions for Industry Disruption in 2027

    28/08/2026 | 13min
    The Friday Five for August 28, 2026:

    Still time to register for Ritter Insurance Marketing Summits

    Medicare & ACA certification update for August 28, 2026

    There’s more to gastrointestinal distress recovery than BRAT

    Ritter & Integrity Solutions for Industry Disruption in 2027

    IntegrityCONNECT Now Quotes Medicare Supplement

     

    Ways to Connect:
    🤝 Register with Ritter Insurance Marketing – the FMO that powers the show

    📧 Connect with a member of the Ritter Team

    📢 Submit a shoutout to be read in a future episode

    🎙️ Be a Guest on the ASG Podcast

    💌 Questions? Feedback? Topic suggestions? Email us! ASGPodcast@Ritterim.com

     

    Still time to register for Ritter Insurance Marketing Summits!
     

    Medicare & ACA certification update for August 28, 2026:
    2027 Medicare Advantage & Part D Certification

    Certification Center on Ritter Docs

     

    There’s more to gastrointestinal distress recovery than BRAT:
    Corliss, Julie. “Is the BRAT diet the best choice for an upset stomach?” health.harvard.edu, Harvard Health Publishing, 18 Nov. 2025, https://www.health.harvard.edu/digestive-health/is-the-brat-diet-the-best-choice-for-an-upset-stomach.

    Kubala, Jillian. “What Is the BRAT Diet for a Stomach Virus or Diarrhea.” Health.Com, Health, 5 June 2026, www.health.com/brat-diet-7253461.

    The BRAT diet is no longer recommended after a stomach bug. Ucihealth.org, UCI Health, 13 Aug. 2026, https://www.ucihealth.org/about-us/news/2026/08/brat-diet.

    “An Alarming New Study About Brain Injuries in Football, and How States are Paying Millions for Rain.” The Headlines, The New York Times, https://open.spotify.com/episode/10d178oQsbFVWGDAgHRRVc.

     

    Ritter & Integrity Solutions for Industry Disruption in 2027:
    Culli, Lindsey. “1 in 10 Medicare Advantage Enrollees Face Forced Disenrollment in 2026.” publichealth.jhu.edu, Johns Hopkins University, 18 Feb. 2026, https://publichealth.jhu.edu/2026/1-in-10-medicare-advantage-enrollees-face-forced-disenrollment-in-2026.

    5 Tips to Make the Most of AEP

    Minemyer, Paige. “A look inside the expanded partnership between SCAN and Costco.” fiercehealthcare.com, Fierce Healthcare, 21 Aug. 2026, https://www.fiercehealthcare.com/payers/look-inside-expanded-partnership-between-scan-and-costco.

    Get Access to IntegrityCONNECT

    Request a Portfolio Review from Ritter Insurance Marketing

    Hall, Jessica. “Soon you can buy Medicare Advantage plans at Costco. What you need to know.” marketwatch.com, MarketWatch, 21 Aug. 2026, https://www.marketwatch.com/story/soon-you-can-buy-medicare-advantage-plans-at-costco-what-you-need-to-know-34e03242.  

     

    Resources:
    2027 ACA & Medicare Cost Projections

    5 More Ways to Generate Medicare Leads

    Escaping the Procrastination Station | Monday Motivation

    How to Stay Top of Mind & Build Trust That Drives Growth ft. Bjorn Piltingsrud and Andrew Saksa

    Turning Life Changes into Sales Opportunities ft. Bobby Nerem & Danica Stover

     

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