Agent Survival Guide Podcast

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Improve the way you sell insurance with the Agent Survival Guide Podcast - start your Medicare agent training here! Learn marketing tips and strategies for selling. Stay compliant with the latest CMS marketing guidelines. Find out how Ritter Insurance Marketing tools can streamline your business. No…

Sarah J. Rueppel | Ritter Insurance Marketing


    • Sep 2, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 12m AVG DURATION
    • 1,402 EPISODES


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    Latest episodes from Agent Survival Guide Podcast

    The Ideal Client for Medicare Advantage Plans

    Play Episode Listen Later Sep 2, 2026 6:07


    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:

    Before You Recruit: Setting Up Your Agency for Success

    Play Episode Listen Later Aug 31, 2026 16:02


    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:

    Ritter & Integrity Solutions for Industry Disruption in 2027

    Play Episode Listen Later Aug 28, 2026 13:23


    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:

    More People Working Past Age 65: What It Means for Agents Selling Medicare Plans

    Play Episode Listen Later Aug 26, 2026 9:20


    When you picture the typical Medicare client, you most likely picture someone who is enjoying the golden years of retirement. However, there are many people who have aged into Medicare that are still a part of the workforce. In this episode of the Agent Survival Guide Podcast, we help agents like you navigate how to sell plans to clients who are still employed.   Read the text version   Get Connected:

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

    Play Episode Listen Later Aug 25, 2026 50:33


    Keeping your clients coming back is crucial to the success of your insurance business. But how often should we reach out to clients? How do we reach out without being annoying? Where do we start? If you've ever asked these questions, don't miss the ASG Podcast interview with Bjorn Piltingsrud and Andrew Saksa from Essential Engine!   Resources: Essential Engine Official Website Listen to Marketing MindFuel Reach out to Andrew Saksa at Essential Engine Schedule a Meeting with Mel Binford from Essential Engine   References: Lindenfors, Patrik, et al. “‘Dunbar's Number' Deconstructed.” Pmc.Ncbi.Nih.Gov, U.S. National Library of Medicine, May 2021, pmc.ncbi.nlm.nih.gov/articles/PMC8103230/. “Dunbar's number: Why we can only maintain 150 relationships.” Bbc.com, BBC, https://www.bbc.com/future/article/20191001-dunbars-number-why-we-can-only-maintain-150-relationships, Accessed 2 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.

    Escaping the Procrastination Station | Monday Motivation

    Play Episode Listen Later Aug 24, 2026 12:59


    Procrastination happens to the best of us… Sarah included! Don't miss her tips for booking your ticket out of this liminal space and onto the next part of your journey.   Get Connected:

    How to Organize a Turning 65 Seminar on a Budget

    Play Episode Listen Later Aug 19, 2026 8:11


    The insurance business moves fast, so the best time to start building trust is before your services are needed. A great example of this is a Turning 65 Seminar, where you cover what client need to know when becoming Medicare-eligible. In this episode of the Agent Survival Guide Podcast, we cover the how you can effectively plan and hold a T65 event on any budget.   Read the text version   Get Connected:

    Myths About Selling Medicare... Debunked for Agents and Beneficiaries!

    Play Episode Listen Later Aug 17, 2026 9:46


    Misconceptions about insurance can sometimes get in the way of both the agent selling the plans and the client who is browsing the insurance market. In this episode of the Agent Survival Guide Podcast, we're here to help you decode the facts from the fiction.   Read the text version    Get Connected:

    New CMS Identity Proofing & Agent Authorization Rules

    Play Episode Listen Later Aug 14, 2026 11:49


    The Friday Five for August 14, 2026: Certification Updates 8/14/2026 New CMS Identity Proofing & Agent Authorization Rules Mark Zuckerberg's AI Manifesto CMS to Remove Xeljanz from Selected Drug List KFF Study on Medicare Spending Trends   Get Connected:

    5 More Ways to Generate Medicare Leads

    Play Episode Listen Later Aug 12, 2026 7:05


    In this episode of the Agent Survival Guide podcast, we teach agents five unique ways to help them find new clients in the insurance world. While most agents would think of your typical ways to find new sales, we're teaching them how to make waves and stand out in the crowd.   Read the text version   Get Connected:

    Marketplace Training Resources for Health Insurance Agents

    Play Episode Listen Later Aug 10, 2026 9:01


    Now that you've completed your FFM certification, what's next? Continue your learning with our list of resources! Launch into ACA sales by increasing your knowledge of the marketplace. In this episode, we'll teach you what you need to know about selling Affordable Care Act plans.   Read the text version   Get Connected:

    2027 ACA & Medicare Cost Projections

    Play Episode Listen Later Aug 7, 2026 14:23


    The Friday Five for August 7, 2026: ACA 2027 Certification Updates CY2027 ACA Premium Rate Filings So Far CMS 2027 Medicare Part D Bid Information 2027 Medicare Part B Cost Projections 2027 COLA Estimate   Get Connected:

    The Pros and Cons of Selling Insurance

    Play Episode Listen Later Aug 6, 2026 9:09


    If you're thinking about becoming an insurance agent, you may be thinking about what can come along with the career change? What are some of the perks you might discover, and what downsides could sneak up on you? in this episode of The Agent Survival Guide Podcast, we help you weigh the good of becoming an insurance agent against the bad.    Read the text version    Get Connected:

    5 Myths About Selling ACA Health Insurance Plans

    Play Episode Listen Later Aug 5, 2026 11:35


    Heard any of these myths about selling ACA plans? We're debunking the rumors and delivering facts on ACA insurance sales. Listen as we set the record straight here on the Agent Survival Guide Podcast!   Read the text version   Get Connected:

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

    Play Episode Listen Later Aug 3, 2026 39:29


    Life stage changes bring opportunities to talk with your clients about their coverage. Bobby Nerum and Danica Stover explain how leveraging this strategy adds real value to client interactions. Even better? They explain how naturally agents can cross-sell both life and under-65 health insurance through every stage of life.   Visit the Life & Annuities Resource Center   Get Connected:

    Medicare GLP-1 Bridge Updates, CMS Appeals & CE Credits

    Play Episode Listen Later Jul 31, 2026 14:21


    The Friday Five for July 31, 2026: RegEd CE Courses Available on IntegrityCONNECT Fresh Take on Social Platforms: ThingsBook Medicare GLP-1 Bridge Reminder CMS Files Appeal to Clover Decision CMS & HHS File Expedited Appeal to Colombus I   Get Connected:

    Selling Medicare Insurance: Why it's Worth It

    Play Episode Listen Later Jul 29, 2026 6:30


    After becoming an insurance agent, there might be some difficulty deciding what types of insurance to sell. In this episode, we break down the positives of selling Medicare insurance and what makes the market so fulfilling!   Read the text version   Get Connected: 

    Insurance Agents Can Generate More Leads with a Referral Marketing Strategy

    Play Episode Listen Later Jul 29, 2026 11:33


    Referrals are a powerful lead generating tool, especially for insurance agents! Find out more in this explainer on referral marketing how to implement this strategy into your insurance business.   Read the text version   Get Connected:

    Here Are the Medicare Out-of-Pocket Expenses That Cost Beneficiaries the Most

    Play Episode Listen Later Jul 27, 2026 9:08


    Out-of-pocket exposure is an important component in Medicare coverage conversations. In this episode, learn which costs factor into the OOP equation and help your clients make more educated decisions.   Read the text version   Get Connected:

    Navigate Medicare Drug and Durable Medical Equipment Coverage for Diabetes

    Play Episode Listen Later Jul 20, 2026 24:24


    When your client has diabetes, what does (and doesn't) Medicare cover? We talk about how diabetes treatments, supplies, and services are covered by the different parts of Medicare so you can help your clients know what to expect.   Read the text version   Get Connected:

    Finding Opportunity Despite Medicare & ACA Market Challenges

    Play Episode Listen Later Jul 17, 2026 13:09


    The Friday Five for July 17, 2026: A New Way to Read Classic Books, Speeches, & Essays What We've Been Reading Meta Pulls Instagram Muse Image Feature The Bipartisan Social Security Commission Act of 2026 (H.R. 9187) ACA Preliminary Rate Filings & What Agents Can Do in the Meantime   Get Connected:

    Empower Your Prospects to Act Before Turning 65

    Play Episode Listen Later Jul 15, 2026 10:10


    In the insurance industry, if your job begins and ends with meeting clients and selling insurance, you're missing out on opportunities. In this episode, we're exploring what empowerment is and how it can help embed you in your community for long-lasting and valuable partnerships. Read the text version  

    Real Sales Expectations for Insurance Agents

    Play Episode Listen Later Jul 14, 2026 10:28


    Are your expectations grounded in reality? Or, are you setting yourself up for disappointment? Goals are great, smart goals are even better, but we often equate goals with expectations and wind up frustrated when the two don't match up. Listen to learn how to avoid the pitfall of unrealistic expectations and the actions you can take instead.   Read the text version   Get Connected:

    2027 ACA Exchange & FFM Certification

    Play Episode Listen Later Jul 13, 2026 6:21


    Don't miss the details on 2027 ACA Certification for the Federal Marketplace and State-Based Exchanges! We cover training deadlines, continuing education creds, and recertification requirements! Read the text version   Get Connected:

    New Scam Targeting Insurance Agents

    Play Episode Listen Later Jul 10, 2026 15:28


    The Friday Five for July 10, 2026: Halfway Through 2026 Ritter Insurance Marketing Summits Musings on Artificial Intelligence CDC High Heat & Medication Guidance Scam Targeting Insurance Agents  

    Medicare & Medicaid Compared: How Both Programs Benefit Insurance Agents

    Play Episode Listen Later Jul 8, 2026 10:39


    Have you ever had a client mistake Medicare and Medicaid (or have you mixed the two up)? In this episode of the Agent Survival Guide podcast, we're comparing, contrasting, and clarifying how these two government-funded programs differ and how they work together!   Read the text version   Get Connected:

    How to Check Medicare Extra Help Eligibility For Your Clients

    Play Episode Listen Later Jul 6, 2026 7:55


    Did you know that CMS estimates three million Medicare beneficiaries aren't enrolled in the government's Medicare Extra Help program but could benefit from it? In this episode of the Agent Survival Guide, we see what this program is and how it can help your clients.   Read the text version   Get Connected:

    Q3 ACA Sales Calendar

    Play Episode Listen Later Jul 2, 2026 4:21


    The 3rd quarter of each year is an essential period of time for preparing yourself. Before the ACA Open Enrollment is upon us, know the details, the dates, and the key prep steps with this episode of the Agent Survival Guide.   Read the text version   Get Connected:

    Q3 Medicare Sales Planner

    Play Episode Listen Later Jul 1, 2026 5:11


    Q3 has arrived and preparations for AEP 2027 are starting. Listen to find out what agents selling Medicare should focus on during this time of year.   Read the text version   Get Connected:

    Certification 2027, America Turns 250, Medicare GLP-1 Bridge Demo Webinar

    Play Episode Listen Later Jun 26, 2026 19:49


    The Friday Five for June 26, 2026: Certification Resources for Agents Dunkin & Starbucks Summer Part 2 America 250 Semiquincentennial Student Loan Repayment Update Medicare GLP-1 Bridge Demonstration Webinar   Register to Attend Integrity's Medicare GLP-1 Bridge Demonstration Webinar   Get Connected:

    The Top 5 Products to Sell During Medicare's Lock-In Period

    Play Episode Listen Later Jun 24, 2026 7:40


    Here are the top five insurance products you should be looking to sell during the Medicare lock-in period. The insurance industry never stops moving. Make sure you know the products to keep your business moving along with it.   Read the text version   Get Connected:

    2027 Medicare Advantage & Part D Certification Info

    Play Episode Listen Later Jun 22, 2026 7:58


    Keep track of your AEP prep to-do checklist with help from Ritter's certification resources! Listen to find out how to access AHIP, NABIP, carrier MA and PDP certification, product training details, and more! Read the text version   Get Connected:

    Federal Judge Vacates Several CMS ACA Provisions

    Play Episode Listen Later Jun 19, 2026 15:37


    The Friday Five for June 19, 2026: Certification for AEP 2027 Coming June 22 Microsoft Teams Location Tracking Medicare GLP-1 Bridge Starts July 1 CMS to Codify Medicare Drug Price Negotiation Federal Judge Vacates Several CMS ACA Provisions   Get Connected:

    Community-Based Marketing for Insurance Agents

    Play Episode Listen Later Jun 17, 2026 18:07


    Listen as we explore why community-based marketing is becoming more popular and how insurance agents can get started. This strategy is a great way for agents to grow their business just by getting involved in your local community.   Read the text version   Get Connected:

    Start Selling 5-Star Medicare Advantage Plans All Year

    Play Episode Listen Later Jun 15, 2026 6:45


    This episode of the Agent Survival Guide podcast explores 5-Star Medicare Advantage plans. We'll break down what they are, how they became 5-star plans, and why you can sell them throughout the year!   Read the text version   Get Connected:

    CMS Medicaid Work Requirements

    Play Episode Listen Later Jun 12, 2026 27:37


    2027 NABIP Medicare Certification

    Play Episode Listen Later Jun 10, 2026 5:00


    Learn more about the NABIP Medicare Advantage Certification. This program is another way agents can satisfy their Medicare & Fraud, Waste, and Abuse training requirements.   Read the text version   Get Connected:

    The Power of Daily Affirmations in Insurance Sales

    Play Episode Listen Later Jun 8, 2026 6:48


    Transform your thinking, transform your insurance business. Find out how daily affirmations can be a gamechanger for your agency and yourself, personally!   Read the text version   Get Connected:

    Should You Hire Licensed-Only Agents for Your Insurance Agency?

    Play Episode Listen Later Jun 6, 2026 14:36


    Licensed-Only Agents (LOAs) can help scale your insurance agency growth. But are they right for your insurance business? Listen to find out!   Read the text version   Get Connected:

    2027 MA and Part D Max Commissions

    Play Episode Listen Later Jun 5, 2026 12:04


    The Friday Five for June 5, 2026: Certification Reminder Pod Rec: Before Breakfast TRICARE Resources for Agents Clover Health Star Ratings 2027 MA and Part D Max Commissions   Get Connected:

    What is AHIP Certification and How Do I Get It?

    Play Episode Listen Later Jun 2, 2026 9:02


    Learn more about AHIP requirements, how certification works for insurance agents, and more! Don't stress - we've got plenty of tips to help you survive certification and the start of AEP prep season.   Read the text version   Get Connected:

    6 Steps to Scale Your Insurance Business to an Agency

    Play Episode Listen Later Jun 1, 2026 18:54


    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:

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

    Play Episode Listen Later May 29, 2026 14:04


    The 2027 Marketplace Final Rule from CMS is here! Join Sarah as she pulls out takeaways for insurance agents selling ACA plans.   Get Connected:

    3 Additional Effective Techniques for Closing Insurance Sales

    Play Episode Listen Later May 27, 2026 11:55


    Ready to close sales with confidence? Sharpen your sales skills with three more closing techniques for insurance agents.   Read the text version   Get Connected:

    4 Effective Techniques for Closing Insurance Sales

    Play Episode Listen Later May 26, 2026 18:11


    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:

    Introducing the Integrity Health Plan

    Play Episode Listen Later May 15, 2026 14:35


    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:

    Content Corner: Fundamentals of Senior Finance

    Play Episode Listen Later May 13, 2026 42:44


    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:

    The Content Library: Content Marketing for Insurance Agents

    Play Episode Listen Later May 12, 2026 6:46


    Check out Ritter Insurance Marketing's Content Library for a simple way to Educate, Entertain, and Retain your clients. In this episode, we cover what the Content Library is, what it offers, and why you should be using it today! Read the text version   Get Connected:

    How to Grow Your Insurance Business by 45%

    Play Episode Listen Later May 11, 2026 15:45


    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:

    Cigna Exits ACA, 2027 Certification Dates, Sleep Audio

    Play Episode Listen Later May 8, 2026 11:04


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