Podcasts about aep

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Best podcasts about aep

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Latest podcast episodes about aep

Agent Survival Guide Podcast
Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies

Agent Survival Guide Podcast

Play Episode Listen Later Nov 15, 2025 16:40


Congrats on making it this far into AEP! Take time to access what is and isn't working for your business and hear our tips for improvement!   Read the text version  

For Better Self & Net Worth
Life Beneath the Suit with Ian Freeman, Wealth Manager

For Better Self & Net Worth

Play Episode Listen Later Nov 12, 2025 38:14


Ian Freeman started his professional life in banking, but it was after some personal reevaluation—facing both challenges and unexpected lessons—that he made the leap into wealth management and insurance. He's now the founder and lead wealth management advisor for The Freeman Group (part of Western Mutual), and has helped thousands secure their futures since 1987.Ian's journey is filled with stories of resilience, ethical leadership, and always putting people before profit—a mindset that's guided him to sell nearly $2B in life insurance policies. He's earned every one of his AEP, CASL, ChFC, and CLU designations by making authentic, long-lasting client relationships his highest priority. As an international speaker and author, Ian's new book Life Beneath the Suit brings together real experiences from the financial world, showing how moments of uncertainty can inspire growth, emotional well-being, and a renewed sense of purpose.

Behind The Numbers
Estate Planning and Business Succession: What Every Business Owner Needs To Do Now - Brian Balduzzi

Behind The Numbers

Play Episode Listen Later Nov 11, 2025 34:07 Transcription Available


Why estate planning and business succession fail most often has nothing to do with legal documents. It comes down to communication, valuation, and timing. In this episode of Behind The Numbers With Dave Bookbinder, we explore the intersection of estate planning, business succession, and valuation with private client attorney Brian Balduzzi. Brian explains why estate planning is not just for the ultra-wealthy. Every business owner needs core documents in place to protect their family and business: wills, medical and financial powers of attorney, and a plan for what happens to their company. We dig into: How business valuation fits into estate and succession planning When to assemble the right advisor team and who should be at the table The dangers of ignoring valuation for illiquid assets Why failing to communicate plans derails succession efforts How gifting strategies, charitable giving, and legacy intentions shape outcomes Brian also touches on the emotional and human aspects of planning: chosen family considerations, stewardship of wealth, and why planning during life often creates better results than leaving everything to be sorted out later. If you're a business owner, this conversation offers practical steps to start protecting your company and your family today. #EstatePlanning #ProtectYourAssets #FuturePlanning #TaxStrategy #BusinessValuation #FamilyWealth #LifeGoals #LegacyPlanning ----more---- About Our Guest: Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA (he/him) is an attorney in the Private Client Group at Faegre Drinker in its Philadelphia, Princeton, and New York offices. Brian specializes in sophisticated estate and wealth transfer planning, helping families prepare for transitions, exits and succession. He also advises clients on estate and gift tax exemption strategies, charitable planning, prenuptial planning, estate and trust administration, and fiduciary litigation. Brian is a tax, business law, estate planning, accounting and finance adjunct professor. His scholarship has been featured in multiple regional and national trusts and estates and legal publications. In 2019, Brian was one of four Trusts and Estates attorneys selected as an ABA Real Property Trusts & Estate (ABA RPTE) Fellow, and, in 2021, as an American College of Trust and Estate Counsel Young Leader Fellow. For the ABA RPTE Section, he serves as the Chair of the IRA Plans & Distributions Committee, Chair of the Financial Planning and Risk Management Committee, Vice Chair of the DEI Committee, Member of the Trust and Estate Books Editorial Board and Council Member. Brian is also an active member of the Philadelphia Estate Planning Council on multiple committees and speaker as part of their Roundtable program. He has previously been honored as a Pennsylvania City and State Forty Under 40, Al DIA 40 Under Forty, Rainbow Revolutionary Distinguished Alumni, Philadelphia KEEPER, American Bar Association Top Forty Lawyers – On the Rise, and Boston University School of Law Young Alumni Chair Awardee. Brian holds his JD/Tax LL.M. from Boston University School of Law and his MBA with a Minor in Real Estate from Cornell University. He is licensed to practice law in PA, NJ, NY, FL, and MA, and he is in the process of waiving into the South Dakota bar.  Links: Brian M. Balduzzi | Professionals | Faegre Drinker Biddle & Reath LLP Estate Planning Lessons From the Oracle of Omaha | Law.com Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP Sales of Qualified Small Business Stock (QSBS), ‘Stacking' and Other Structures for Advanced Estate Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP      About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

Agent Survival Guide Podcast
5 MORE Real-Life Medicare Sales Scenarios and How to Handle Them

Agent Survival Guide Podcast

Play Episode Listen Later Nov 5, 2025 10:09


Every Medicare client has their own unique situation and needs. Learn how to best assist them with 5 more insurance sales scenarios!   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: 3 Essential Steps New Insurance Agents Need to Take 4 Ancillary Cross-Sales to Show Clients You Care 4 Out-Of-the-Box Long-Term Care Insurance Solutions 5 Must-Haves for Every Agent This AEP 5 Real-Life Medicare Sales Scenarios & How to Handle Them Agent Survival Guide Podcast Do's and Don'ts of Medicare Compliance How to Prepare for AEP like a Pro How VA Benefits Work with Medicare Life Insurance for Each of Life's Stages Meet Your Ritter Sales Team Rules for Hosting a Compliant Medicare Educational Event Rules for Hosting a Compliant Medicare Sales Event Surviving AEP Resources The Survivor's AEP Checklist The Complete Guide on How to Sell Final Expense Insurance FREE eBook DOWNLOAD Your Clients May Not Be Automatically Enrolled in Medicare   References: “Agent of Record.” Insuranceopedia, 14 Jan. 2025, https://www.insuranceopedia.com/definition/674/agent-of-record.  “Avoid Late Enrollment Penalties.” Medicare, https://www.medicare.gov/basics/costs/medicare-costs/avoid-penalties. Accessed 1 Oct. 2025. “Cobra and Medicare Coordination.” Medicare Interactive, 31 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/cobra-and-medicare/cobra-and-medicare-coordination. “How Medicare Works with Other Insurance.” Medicare, https://www.medicare.gov/health-drug-plans/coordination. Accessed 1 Oct. 2025. “Job-Based Insurance When You Are Disabled.” Medicare Interactive, 23 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/job-based-insurance-and-medicare/job-based-insurance-when-you-are-disabled. “Medicare Information.” SSA, https://www.ssa.gov/disabilityresearch/wi/medicare.htm. Accessed 1 Oct. 2025. “Tricare for Life (Tfl) Basics.” Medicare Interactive, 23 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/military-retiree-insurance-and-medicare/tricare-for-life-tfl-basics.   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.

Breakthrough Advisor
Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)

Breakthrough Advisor

Play Episode Listen Later Nov 4, 2025 32:16


Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor™, host Randy Yost sits down with David Foster, JD, AEP, CLU®, ChFC®, CAP®, […] The post Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86) first appeared on Simplicity InsurMark.

Working Cows
Dr. Allen Williams on How to Actually Sell Grass-Finished Beef (WCP 467)

Working Cows

Play Episode Listen Later Nov 3, 2025 86:17


If we raise great grass-finished beef and get it processed with excellence, but we can't sell it we will have invested a lot of time and money in a product that doesn't generate revenue. Dr. Allen Williams is here to help us think deeply about how we actually sell grass-finished beef to our customers. We will talk about how to respond to questions regarding pricing as well as what cuts we should spend the most time marketing.Thanks to our Studio Sponsor, Understanding Ag!Head over to UnderstandingAg.com to book your consultation today!Sponsor:UnderstandingAg.comGuest's Previous Episodes:Ep. 458 Dr. Allen Williams - The Connection Between Epigenetics and ProfitabilityEp. 452 Dr. Allen Williams - Tips for Maintaining the Quality of Grass-Finished Beef Through the Processing PhaseEp. 430 Dr. Allen Williams - Keys to Successful Grass-FinishingEp. 404 Gabe Brown and Dr. Allen Williams on Fixing America's Broken Rural EconomiesEp. 402 Gabe Brown and Dr. Allen Williams – Fixing America's Broken Water CycleEp. 380 Gabe Brown, Dr. Allen Williams, and Fernando Falomir – Soil Health Academy Q and AEp. 369 Dr. Stephan Van Vliet and Dr. Allen Williams – Growing Nutrient Dense FoodEp. 361 Gabe Brown and Allen Williams – 2024 State of AgricultureEp. 305 Gabe Brown and Dr. Allen Williams – Matching Management to ContextEp. 290 Gabe Brown and Dr. Allen Williams – Three Rules of Adaptive StewardshipEp. 283 Gabe Brown and Dr. Allen Williams – The 6-3-4Ep. 281 Gabe Brown and Dr. Allen Williams – The State of Agriculture in North AmericaEp. 148 Dr. Allen Williams – Grazing for Soil Health

Agent Survival Guide Podcast
Stress Relief Tips to Get You Through AEP

Agent Survival Guide Podcast

Play Episode Listen Later Nov 3, 2025 11:30


Things can get hectic during AEP. From sales appointments, applications, and following up with clients, it's easy to brush aside rest and self-care, so consider this episode as a reminder!   Read the text version   Save Time, Sell More - IntegrityCONNECT   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: A Review of Integrity's Top Medicare Quoting Tools Agent Survival Kits Do's and Don'ts of Medicare Compliance How Ask Integrity Can Streamline Your Medicare Sales Appointments IntegrityCONNECT - Login PlanEnroll – Take Your Business to the Next Level Ritter's Round Table Your Guide to Forming an Insurance Agent Network   Fun Local Resources near Harrisburg PA: Lancatster Cat Cafe Meditation to Calm the Mind (Free) Round-A-Bout-Bagels Carlisle Cat Cafe Volunteer with The Harrisburg Humane Society (Free) Wildwood Park (Free) – Harrisburg PA Yoga at Harrisburg YMCA   References: “3 Tips to Manage Stress.” Www.Heart.Org, American Heart Association, https://www.heart.org/en/healthy-living/healthy-lifestyle/stress-management/3-tips-to-manage-stress. Accessed 8 Oct. 2025. “Your Frontline Source for Tech News.” Techreport, 6 Oct. 2025, https://techreport.com/. Mayo Clinic Staff. “Stress Relievers: Tips to Tame Stress.” Mayo Clinic, Mayo Foundation for Medical Education and Research, 3 Aug. 2023, https://www.mayoclinic.org/healthy-lifestyle/stress-management/in-depth/stress-relievers/art-20047257. Matijczak, Angela, et al. “The Influence of Interactions With Pet Dogs on Psychological Distress.” American Psychological Association, American Psychological Association, https://psycnet.apa.org/fulltext/2023-97081-001.html. Accessed 8 Oct. 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.

Agent Boost Marketing Podcast
Episode 105: Deep Dive on the Idaho DOI Cease & Desist

Agent Boost Marketing Podcast

Play Episode Listen Later Oct 31, 2025 33:04


Navigating the Chaos in Idaho's Health Insurance Market | Agent BoostDive into the latest updates and tumultuous situations in Idaho's health insurance market with your hosts from Agent Boost! With Halloween on the horizon, we're two weeks into AEP and are hit with a deluge of news and updates. In this insightful episode, we unpack the reasons behind the insurance commissioner's cease and desist order against Pac Source and UnitedHealthcare, the market dynamics, and the fragmented landscape across Idaho. Learn about the challenges faced by agents, agencies, and consumers due to low reimbursement rates, market exits, and the impact of COVID-19. Understand the historical context, regional intricacies, and potential solutions to this unfolding crisis. Whether you're an insurance professional or a curious consumer, this episode provides crucial insights into Idaho's evolving insurance market

Two T‘s in a Pod
Episode 68: Aspiring Educators Talk Support and Service

Two T‘s in a Pod

Play Episode Listen Later Oct 30, 2025 26:07


CEA Aspiring Educators Program Chair Hannah Spinner, a UConn master's degree student, and Cole Brown, a sophomore at Southern and president of his university's AEP chapter, join CEA President Kate Dias and Vice President Joslyn DeLancey on this episode. They talk about the AEP's recent fall kickoff event and other community service, advocacy, and professional learning opportunities planned for the upcoming year. Find out more about the CEA Aspiring Educators Program, including how to join.

Your Finances Untangled with Moise Piram
What is the MEDICARE Annual Enrollment Period?

Your Finances Untangled with Moise Piram

Play Episode Listen Later Oct 29, 2025 25:36


What is the Medicare Annual Enrollment Period?It is the yearly window from October 15 to December 7 when Medicare beneficiaries can review and change coverage. During AEP you can switch from Original Medicare to a Medicare Advantage plan, change Medicare Advantage plans, or join and switch a Part D prescription drug plan. Most changes begin January 1.In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. explain what AEP is, who it helps, and how to compare plans with confidence. You will learn the dates, eligibility, and a simple step by step checklist so your coverage matches your health and prescriptions.What you will learn:• What AEP is and why it exists• AEP dates and who is eligible• Original Medicare compared with Medicare Advantage• Part D changes and how formularies work• What to review in your Annual Notice of Change• How plan changes begin on January 1• When the Medicare Advantage Open Enrollment Period applies from January 1 to March 31Follow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Facebook : https://www.facebook.com/beyondtomorrowpodcastWebsite: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincTikTok : https://www.tiktok.com/@assetmanagementgroupincBlog: https://www.assetmg-inc.com/blogDisclosureEducational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.Hashtags:#Medicare #OpenEnrollment #AEP #WhatIsAEP #MedicareAdvantage #PartD #Retirement #FinancialPlanning #AndrewNida #MoisePiram #AssetManagementGroupTags and keywords:what is Medicare AEP, Medicare Annual Enrollment Period explained, Medicare Open Enrollment 2025, Medicare AEP dates, Medicare Advantage, Part D, Original Medicare, ANOC, Medicare checklist, coverage effective January 1, Medicare Advantage Open Enrollment Period, retiree health insurance, Asset Management Group, Andrew Nida, Moise Piram

Agent Survival Guide Podcast
5 Tips to Make the Most of AEP

Agent Survival Guide Podcast

Play Episode Listen Later Oct 27, 2025 7:45


You've worked hard all year to prepare for AEP, but you're not at the finish line yet! Listen to this installment of the Agent Survival Guide Podcast for tips on how to maximize your success this AEP.   Read the text version   Meet your personal AI assistant: Ask Integrity   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 4 Ways PlanEnroll Will Make This Your Best AEP Yet Announcing the Launch of IntegrityCONNECT Ask Integrity Content Library: Mastering Medicare Coverage ft. Jeff Snyder How Insurance Agents Can Use AI Tools How to Better Market Yourself How to Prepare for AEP Like a Pro Secure a Bigger, Better Business with Ancillary Products The Insurance Agent's Guide to Establishing Successful Affinity Partnerships FREE eBook The Survivor's AEP Checklist What Agents Forget to Do When Preparing for Appointments   References: “Medicare + Fraud, Waste, and Abuse (MFWA) Online Course.” AHIP Medicare Training, https://www.ahipmedicaretraining.com/page/login. Accessed 14 Oct. 2025. “Medicare Open Enrollment.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/priorities/key-initiatives/medicare-open-enrollment-partner-resources. Accessed 13 Oct. 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.

The Seven Figures Or Bust Podcast!
Episode 171 - Trump Ending Medicare??? Objections From Medicare Prospects

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Oct 22, 2025 72:01


Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

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Working Cows
Gabe Brown Wants Food to be Common Ground for Common Good (WCP 463)

Working Cows

Play Episode Listen Later Oct 18, 2025 60:40


Gabe Brown has traveled extensively within the United States and around the world. He sees a movement taking shape. People are passionate about healthy food that is grown in healthy soils. This movement reaches into communities, businesses, and governments. It has even reached into the castle of a king or two. He joins me to discuss the way this movement is impacting these different sectors and how we can make sure our businesses are primed to make the most of this opportunity. Thanks to our Studio Sponsor, Understanding Ag!Head over to UnderstandingAg.com to book your consultation today!Sponsor:UnderstandingAg.comGabe Brown's Previous Episodes:Ep. 459 Gabe Brown and Dr. Temple Grandin on Creating a More Resilient Food SystemEp. 404 Gabe Brown and Dr. Allen Williams on Fixing America's Broken Rural EconomiesEp. 402 Gabe Brown and Dr. Allen Williams – Fixing America's Broken Water CycleEp. 380 Gabe Brown, Dr. Allen Williams, and Fernando Falomir – Soil Health Academy Q and AEp. 388 Gabe Brown and Luke Jones – Making the Regenerative ShiftEp. 361 Gabe Brown and Allen Williams – 2024 State of AgricultureEp. 305 Gabe Brown and Dr. Allen Williams – Matching Management to ContextEp. 293 Gabe Brown and Matt McGinn – Transitioning to More Adaptive StewardshipEp. 290 Gabe Brown and Dr. Allen Williams – Three Rules of Adaptive StewardshipEp. 288 Gabe Brown and Shane New – Managing the Nutrient CyleEp. 283 Gabe Brown and Dr. Allen Williams – The 6-3-4Ep. 281 Gabe Brown and Dr. Allen Williams – The State of Agriculture in North AmericaEp. 277 Gabe Brown – The State of the American Food SystemEp. 121 Gabe Brown – Heifer Development in Sync with NatureEp. 067 Gabe Brown – Dirt to Soil

HEDGE GUID
米エネルギー省、中西部送電網に16億ドル融資保証

HEDGE GUID

Play Episode Listen Later Oct 17, 2025 0:36


「米エネルギー省、中西部送電網に16億ドル融資保証」 AP通信によると、米エネルギー省は10月16日、国内大手電力会社アメリカン・エレクトリック・パワー(AEP、本社オハイオ州)の子会社に対し、中西部5州で約5千マイルに及ぶ送電線のアップグレード事業に16億ドルの融資保証を決定した。The post 米エネルギー省、中西部送電網に16億ドル融資保証 first appeared on サステナビリティ・ESG金融・投資メディア - HEDGE GUIDE.

The Insurance Buzz
393. Medicare Advantage vs. Medicare Supplement — Everything You Need to Know

The Insurance Buzz

Play Episode Listen Later Oct 16, 2025 46:23


The Future of Insurance Sales is HEREhttps://agencycoachai.com We're now LIVE with a select group of agents.This is the first and only 24/7 AI-powered sales coaching platform built exclusively for insurance professionals.With real-time call grading, on-demand role-plays, and personalized coaching after every conversation, it helps producers close more and gives agents their time back.

The Seven Figures Or Bust Podcast!
Episode 168 - 7 Ways To Sell More Medicare Supplements This AEP!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Oct 15, 2025 51:51


Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

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Agent Survival Guide Podcast
5 Days ‘Til AEP 2026

Agent Survival Guide Podcast

Play Episode Listen Later Oct 10, 2025 9:42


The Friday Five for October 10, 2025: Medicare Telehealth in Limbo Potential Delay for 2026 COLA? Public Support for Extending ACA Subsidies FFM Certification Now Available 5 Days Until AEP 2026   Get Connected:

The Seven Figures Or Bust Podcast!
Episode 166 - Birthday Rule Medicare Supplement!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Oct 9, 2025 45:00


Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast, we break down the Birthday Rule for Medicare Supplement plans and what it really means for agents and clients.

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The Seven Figures Or Bust Podcast!
Episode 165 - What I Would Do If My Area Got Crushed This AEP

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Oct 8, 2025 45:48


Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast, we dive into what I'd do if my area got absolutely crushed this AEP.

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How to Trade Stocks and Options Podcast by 10minutestocktrader.com
If You Are an AMD Shareholder… GET READY

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Oct 7, 2025 41:31


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.If you're an AMD shareholder, you're probably celebrating right now — and with good reason. AMD just pulled off one of the biggest moves we've seen in a while, fueled by its massive partnership with OpenAI. The stock surged over 25% before a quick pullback, and this video breaks down exactly what's happening, why it matters, and what could come next for AMD, the AI sector, and the broader market.We'll walk through what this new deal means for AMD's long-term growth, how it positions the company against Nvidia, and whether this incredible momentum can actually last. OpenAI's agreement to buy up to six gigawatts of GPUs from AMD — with the possibility of acquiring up to 10% of the company — is sending shockwaves through the tech world. This isn't just another headline. It's a potential game-changer for the entire AI hardware landscape.Here's what you'll learn in this session:➡️ How the AMD–OpenAI partnership could reshape the future of GPU production and competition➡️ Why AMD's 10 over 20 and price over 50 crossover signaled the bullish trend before the breakout➡️ How order blocks reveal where major buyers and sellers are stepping in➡️ Why following data-driven signals through OVTLYR keeps traders from chasing FOMO➡️ How to use Plans A, M, and ETF to manage positions and reduce risk➡️ Why new all-time highs are bullish and how to use them to your advantageWe'll also dig into broader market context — the SPY's bullish setup, heatmap readings, and how sector strength affects your trades. You'll see how OVTLYR's signals guide decisions through technical indicators like order blocks, ATR, and breadth crossovers. These tools help identify when it's time to trade, when to hold, and when to stay in cash.You'll hear real-time discussions about other stocks like SOXL, UPS, and AEP, with breakdowns on why some trades are hitting record gains while others still need patience. From leveraged ETFs to dividend plays, this session shows how traders use structured plans to win with less stress.And because trading isn't just about profits, this video also highlights why having a plan keeps emotions in check. FOMO doesn't stand a chance when you've got a proven process. When you trade like a professional fund manager — with clear entries, exits, and position sizing — you take the “guessing” out of the game.Whether you're watching AMD's story unfold or looking for the next breakout opportunity, this video gives you the insights, setups, and strategy to trade smarter with OVTLYR.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Gov Shutdown Stocks SET TO SOAR According to Chat GPT

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Oct 3, 2025 26:40


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The government shutdown may be all over the headlines, but does it really move the markets? In this video we cut through the noise and focus on the stocks and ETFs that actually matter right now. While the news cycle fuels fear, the data tells a different story. The QQQ and SPY keep hitting all-time highs, showing that smart traders who follow a plan can stay calm and profit when others are distracted by politics.We dig into how having a clear strategy removes the stress from trading. By following signals, not emotions, you know exactly when to get in and when to get out. That's what happened with Plan ETF. Entered on September 24th, this trade is already up nearly $5,000 while requiring almost no effort. It's a perfect example of why planning matters more than predicting.Here's what you'll discover:➡️ How to trade with confidence even during government shutdown headlines➡️ Why all-time highs are bullish and what they signal about future trends➡️ The power of exit strategies like the 10/20 cross, order block hits, and ATR filters➡️ How to identify value zones and avoid chasing extended setups➡️ The role of Plan M, Plan A, and Plan ETF in building a complete playbookWe also walk through stock ideas across sectors. Gold and precious metals like GLD have been running since August signals. Defense and aerospace names such as RTX are flashing buy signals, while utilities like AEP are showing strength with bullish breadth. Walmart and other staples look less convincing with weak sector data, but cybersecurity and infrastructure plays like Palantir could benefit if government spending priorities shift.Along the way, we break down what order blocks mean, why trapped buyers can create resistance, and how to spot when a stock is ready to break through. From big names like AMD, Dell, and J&J to leveraged ETFs like UDOW, you'll see how sector signals, breadth indicators, and fear and greed scores all come together to shape better trading decisions.The key takeaway is simple: stop chasing headlines and start following a proven plan. With OVTLYR, you get data-driven signals, backtested strategies, and clear exit rules so you can save time, lower risk, and maximize returns. Whether you're looking at stocks in tech, energy, or utilities, or you just want to ride major ETFs like QQQ and SPY, this video shows how to trade smarter.If you're ready to cut through the noise and start winning with a system built on data instead of hype, watch this video and see how OVTLYR can change the way you trade.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Delivering Marketing Joy Webshow
Better Merch...Better Marketing: McDonald's Monopoly Marketing

Delivering Marketing Joy Webshow

Play Episode Listen Later Oct 3, 2025 22:23


In this episode, Jade and Kirby dive into McDonald's genius Monopoly campaign and why it's a masterclass in nostalgia marketing and owned media. They also talk about setting Q4 goals, the continued rise of LinkedIn as a business platform, and feature the HydraPeak 32 oz Water Bottle from Gold Bond as the product of the week. Plus, they give a big shout out to the groundbreaking at the old AEP site in Conesville, a major win for Coshocton County. Whether you're a business owner, marketer, or merch lover—this episode is packed with practical insights and good vibes.

Agent Survival Guide Podcast
2026 Medicare Advantage and Medicare Part D Premiums

Agent Survival Guide Podcast

Play Episode Listen Later Oct 3, 2025 7:48


CMS released their 2026 Medicare Advantage and Medicare Part D projections this week. Join Sarah as she highlights info for agents, from estimates on enrollment and premiums to plan accessibility and more!   Get Connected:

Maximize Your Medicare Podcast
Medicare 2026 Preview

Maximize Your Medicare Podcast

Play Episode Listen Later Oct 3, 2025 50:30


✅ Free Medicare Guidance: https://bit.ly/3GoHTBZToll Free (855) 463 - 9688DescriptionJae breaks down why MaximizeYourMedicare.com is the hub for plain-spoken guidance—and why 2026 is more complex than you've been told. From the “birthday rule” backfire to Part D coverage gaps, AEP timing, GLP-1 gotchas, PPO vs HMO tradeoffs, and out-of-pocket max math, this episode shows how to use rules and competition to your advantage. Free guidance, serious caveats, and a clear plan—without the hype.In This Video00:00:00 Why MaximizeYourMedicare.com exists & who it's for00:01:00 AEP timing: why starting before Oct 15 saves headaches00:03:00 Substack: free vs paid, curation, and why context matters00:05:00 2026 is harder: regulation, skepticism, and “not financial advice”00:10:00 Medicare.gov walk-through: what I can finally say today00:15:00 Medigap is standardized; the real story is rate hikes00:16:00 The “birthday/anniversary rule” backlash—why prices rise00:23:00 Part D demo: GLP-1 coverage gaps & the $2,100 cap nuance00:35:00 Medicare Advantage vs Medigap math: networks & OOP max00:45:00 Markets differ by ZIP: producer pay, plan exits, and buyer edge______________________________________________________________CONNECT:✅ Subscribe to Jae's Corner on Substack: https://bit.ly/3u8TR8s✅$$$ Free Prescription Discount Card: https://bit.ly/3vv2gpi✅$$$ 2nd Free Prescription Discount Card: https://bit.ly/3NWIBp8✅Free Term Life Insurance Quote: https://bit.ly/37xaYJL✅

The Seven Figures Or Bust Podcast!
Episode 161 - Why Is Medicare Better Than Life?

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Sep 30, 2025 52:16


Get access now to 7 Figure Medicare University:Lifetime access:https://sevenfigureu.com/On this episode of the Seven Figures or Bust podcast, we dive into whether Medicare Supplement plans could be the hidden key to saving your AEP.

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Agent Boost Marketing Podcast
Episode 103: AEP Lets Go!

Agent Boost Marketing Podcast

Play Episode Listen Later Sep 30, 2025 60:41


Maximizing Your Annual Enrollment Success | Medicare Sales Strategies & Industry InsightsIn this crucial final episode before the 2026 Annual Enrollment Period kicks off, Dan and Mike Hardle discuss the latest updates from carriers, the struggles agents and agencies face in a turbulent insurance industry, and provide valuable tactical tips for making the most out of the enrollment periods. Listeners can expect insights on industry-wide challenges, how to stay motivated and avoid complacency, and essential strategies to navigate the ebb and flow of AEP. Whether you're a seasoned agent looking to up your game or new to the field, this episode offers indispensable advice and the mindset needed to succeed. Tune in and get ready to roll up your sleeves and conquer the selling season!Article Referenced: https://www.cms.gov/newsroom/press-releases/medicare-advantage-medicare-prescription-drug-programs-expected-remain-stable-2026Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It's accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.

The Seven Figures Or Bust Podcast!
Episode 160 - Why The Sky Is Not Falling For Medicare Sales!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Sep 29, 2025 60:34


Get access now to 7 Figure Medicare University:Lifetime access:https://sevenfigureu.com/On this episode of the Seven Figures or Bust podcast, we dive into whether Medicare Supplement plans could be the hidden key to saving your AEP.

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Working Cows
Gabe Brown and Dr. Temple Grandin Discuss Building a More Resilient Food System (WCP 459)

Working Cows

Play Episode Listen Later Sep 26, 2025 94:31


Richard Tufton and Claire Mackenzie of the Six Inches of Soil Podcast generously shared with me a conversation they hosted between Gabe Brown and Dr. Temple Grandin. This is a fascinating conversation that covers Dr. Temple Grandin's perspective on regenerative agriculture and some of her solutions to the fragility in our food system. We get some great back and forth between Gabe and Dr. Grandin. Thanks again to Richard and Claire for sharing this conversation!Thanks to our Studio Sponsor, Understanding Ag!Head over to UnderstandingAg.com to book your consultation today!Sponsor:UnderstandingAg.comRelevant Links:Dr. Temple GrandinSubscribe to the Six Inches of Soil Podcast:Gabe Brown's Previous Episodes:Ep. 404 Gabe Brown and Dr. Allen Williams on Fixing America's Broken Rural EconomiesEp. 402 Gabe Brown and Dr. Allen Williams – Fixing America's Broken Water CycleEp. 380 Gabe Brown, Dr. Allen Williams, and Fernando Falomir – Soil Health Academy Q and AEp. 388 Gabe Brown and Luke Jones – Making the Regenerative ShiftEp. 361 Gabe Brown and Allen Williams – 2024 State of AgricultureEp. 305 Gabe Brown and Dr. Allen Williams – Matching Management to ContextEp. 293 Gabe Brown and Matt McGinn – Transitioning to More Adaptive StewardshipEp. 290 Gabe Brown and Dr. Allen Williams – Three Rules of Adaptive StewardshipEp. 288 Gabe Brown and Shane New – Managing the Nutrient CyleEp. 283 Gabe Brown and Dr. Allen Williams – The 6-3-4Ep. 281 Gabe Brown and Dr. Allen Williams – The State of Agriculture in North AmericaEp. 277 Gabe Brown – The State of the American Food SystemEp. 121 Gabe Brown – Heifer Development in Sync with NatureEp. 067 Gabe Brown – Dirt to SoilMore Info About Six Inches of Soil:Six Inches of Soil Podcast, Episode 8:Unbound: discovering unlimited potential when what's better for cattle is better for businessHost, producer: Richard TuftonCo-host, producer: Claire MackenzieSix Inches of Soil: Website: https://www.sixinchesofsoil.org/Book: https://www.sixinchesofsoil.org/bookInstagram: https://www.instagram.com/sixinchesofsoil/LinkedIn: https://www.linkedin.com/in/six-inches-of-soil-b75059234/Introduction:Dr Grandin and Gabe explore how uniting animal welfare with regenerative agriculture and combining soil practices with Temple's farming solutions, you have nature and nurture working together as one big metaphorical “hug machine”. This offers a communal hug, if you will, by enveloping the animal's life with a safe, healthy, happy and tranquil environment, which we know will undoubtedly provide a better life for them. Their conversations weave between regenerative agriculture, animal welfare, and consumer demand. The speakers discuss the importance of integrating livestock with crops, the challenges faced in modern agriculture, and the role of youth in shaping the future of farming. They emphasize the need for visual thinking and innovation in agricultural practices, as well as the impact of climate change on food production. Featuring: Dr Temple Grandin is an American scientist and industrial designer whose own experience with autism funded her professional work in creating systems to counter stress in certain human and animal populations.Dr. Grandin did not talk until she was three and a half years old. She was fortunate to get early speech therapy. Her teachers also taught her how to wait and take turns when playing board games. She was mainstreamed into a normal kindergarten at age five. Dr. Grandin became a prominent author and speaker on both autism and animal behavior. Today she is a professor of Animal Science at Colorado State University. She also has a successful career consulting on both livestock handling equipment design and animal welfare. She has been featured on NPR (National Public Radio) and a BBC Special – "The Woman Who Thinks Like a Cow". HBO made an Emmy Award winning movie about her life and she was inducted into the American Academy of Arts and Sciences in 2016.Gabe BrownGabe Brown is one of the pioneers of the current soil health movement which focuses on the regeneration of our resources. Gabe, along with his wife Shelly, and son Paul, ran Brown's Ranch, a diversified 5,000 acre farm and ranch near Bismarck, North Dakota. Their ranch focuses on farming and ranching in nature's image.They have now transitioned ownership of the ranch over to their son, Paul and his wife, Jazmin.Gabe authored the bestselling book, “Dirt to Soil, One Family's Journey Into Regenerative Agriculture.”Gabe is a partner and Board Member at Regenified and serves as the public face of the company. He is a founding partner in Understanding Ag, LLC.Websites: https://brownsranch.us/https://regenified.com/about-us/https://understandingag.com/partners/gabe-brown/Instagram: https://www.instagram.com/brownsranch/?hl=en

TD Ameritrade Network
The Big 3: CLX, AEP, L

TD Ameritrade Network

Play Episode Listen Later Sep 25, 2025 13:33


Jason Brown turns away from A.I. high-flyers and turns investor attention to three under the radar stocks where he sees significant upside potential. He points to a low-risk, high reward play in Clorox (CLX), American Electric Company's (AEP) rise as an A.I. electricity supplier, and Loews (L) as a multi-faceted insurance company. Jason offers example options trades for all three stocks while Rick Ducat turns to the techncial trends to watch in the charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Seven Figures Or Bust Podcast!
Episode 159 - Could Med Supp Save Your AEP?

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Sep 25, 2025 52:32


Get access now to 7 Figure Medicare University:Lifetime access:https://sevenfigureu.com/On this episode of the Seven Figures or Bust podcast, we dive into whether Medicare Supplement plans could be the hidden key to saving your AEP.

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The Seven Figures Or Bust Podcast!
Episode 158 - Non Commissionable Plans Scare Agents.... What You Need To Know!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Sep 24, 2025 59:35


Gain access to Everything Senior Insurance: https://eseniorinsurance.com/On this spooky

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Working Cows
Dr. Allen Williams on the Connection Between Epigenetics and Profitability (WCP 458)

Working Cows

Play Episode Listen Later Sep 23, 2025 59:45


If we can develop animals that don't depend on inputs we can drive profitability. To do this we need to pay attention to more than just genetics. We need to also allow epigenetics to play a role in that selection process. Dr. Allen Williams was a university professor focused on genetics. His perspective has changed radically since those days. We discuss his understanding of what it takes to use the lever of epigenetics to our advantage.Thanks to our Studio Sponsor, Understanding Ag!Head over to UnderstandingAg.com to book your consultation today!Sponsor:UnderstandingAg.comRelated Resources:Epigenetics: Blessing or CurseGuest's Previous Episodes:Ep. 430 - Dr. Allen Williams - Keys to Successful Grass-FinishingEp. 404 Gabe Brown and Dr. Allen Williams on Fixing America's Broken Rural EconomiesEp. 402 Gabe Brown and Dr. Allen Williams – Fixing America's Broken Water CycleEp. 380 Gabe Brown, Dr. Allen Williams, and Fernando Falomir – Soil Health Academy Q and AEp. 369 Dr. Stephan Van Vliet and Dr. Allen Williams – Growing Nutrient Dense FoodEp. 361 Gabe Brown and Allen Williams – 2024 State of AgricultureEp. 305 Gabe Brown and Dr. Allen Williams – Matching Management to ContextEp. 290 Gabe Brown and Dr. Allen Williams – Three Rules of Adaptive StewardshipEp. 283 Gabe Brown and Dr. Allen Williams – The 6-3-4Ep. 281 Gabe Brown and Dr. Allen Williams – The State of Agriculture in North AmericaEp. 148 Dr. Allen Williams – Grazing for Soil Health

Medicare Marketing & Sales Podcast
Episode 155 - Take Care This AEP

Medicare Marketing & Sales Podcast

Play Episode Listen Later Sep 22, 2025 7:38


Yes, you will be busy this AEP, but not too busy to take care of yourself and others!!! How...take a listen...

Agent Survival Guide Podcast
Agent Resources to Survive & Thrive This AEP

Agent Survival Guide Podcast

Play Episode Listen Later Sep 15, 2025 1:35


Discover Ritter Insurance Marketing's resource hub for surviving AEP 2026!   Make This Your Best AEP Yet!   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   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.

Agent Boost Marketing Podcast
Episode 102: How To Be Successful this AEP & OE

Agent Boost Marketing Podcast

Play Episode Listen Later Sep 15, 2025 56:49


Welcome to another insightful episode of the Agent Boost Marketing Podcast! This week, Rich steps in for Dan to discuss significant events affecting the insurance industry and the community in Lehigh, Utah, including the tragic incident involving Charlie Kirk. The episode dives into Agent Boost's national kickoff event, major industry shifts, non-commissionable plans for 2026, and strategies for succeeding during AEP. Listen in for essential tips on defending your book, diversifying your portfolio, and preparing for industry disruptions. Whether you're a seasoned pro or new to the game, this episode is packed with vital information to help you navigate these challenging times. Need to take your AHIP certification to sell Medicare Advantage plans? Use our official Agent Boost link to get started today. It's accepted by all major carriers and includes the $50 discount—bringing your cost down to just $125.

The Seven Figures Or Bust Podcast!
Episode 153 - How To Crush AEP Without Selling Medicare Advantage!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Sep 11, 2025 47:51


Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, we break down how agents can dominate AEP without relying on Medicare Advantage sales.

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The Interchange
OB3 and market uncertainty has put more pressure than ever on clean energy assets. How are owners and operators getting the most out of their wind, solar and storage? (Recorded Live at RE+ in Las Vegas)

The Interchange

Play Episode Listen Later Sep 10, 2025 56:58


In a year defined by uncertainty, this RE+ special episode of Interchange Recharged flips the script from “build more” to “get more from what you've got.” Sylvia Leyva Martinez, Research Director at Wood Mackenzie, is joined by Alex Bamberger, VP of Digital Solutions at RES, to look at how owners are squeezing extra megawatt-hours from operating wind, solar and storage, opening OEM-level data, pairing software with smart hardware, and retuning controls for site realities. You'll hear real uplift figures (think low-single-digit AEP gains that add up to a year's worth of new installs at fleet scale) that show how new tech is optimising renewable energy assets.Then we widen the lens to the grid itself. Systems architect and founder and CEO of Dynamic Grid Kay Aikin makes the case that smarter controls, storage and flexible demand can raise distribution utilisation far beyond today's approximate 45%. Sylvia and Kay look at how performance-based models could unlock faster, cheaper reliability without waiting on every substation rebuild. You can find more on this at www.dynamicgrid.aiFinally, GridStor's VP of Finance Anna Astretsova breaks down the storage finance reality: plenty of capital, but higher costs. What's the impact been of OB3 on storage? Learn how safe-harbouring, earlier procurement, bankable tolling structures and better cycling assumptions are getting deals done, and why FEOC, tariffs and interconnection queues are reshaping who wins. It's been a packed first day of RE+, so get the key insights right here on the show.Make sure you're following wherever you listen to the podcast so you don't miss any of the coverage.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Agent Survival Guide Podcast
The Survivor's AEP Checklist

Agent Survival Guide Podcast

Play Episode Listen Later Sep 10, 2025 11:25


AEP 2026 will be here before you know it. We've broken down the path to a successful Annual Enrollment Period in 5 steps, tap that play button to find out what they are!   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: Certification Center on Ritter Docs Compliance Posts on the Ritter Blog Compliance Tab in Ritter Docs Get Registered with Ritter Insurance Marketing Integrity Technology Training Schedule Meet Your Sales Team at Ritter Insurance Marketing Miramar:Agent Pinpoint Global Ritter Events Calendar The Complete Guide on How to Sell Medicare Advantage Plans The Complete Guide on How to Sell Prescription Drug Plans The Ritter Agent Compliance Handbook   References: “CMS 2025 Medicare Advantage and Part D Final Rule.” Federalregister.Gov, Centers for Medicare & Medicaid Services, www.federalregister.gov/documents/2024/04/23/2024-07105/medicare-program-changes-to-the-medicare-advantage-and-the-medicare-prescription-drug-benefit. Accessed 28 Aug. 2025. “Medicare Advantage Communication Requirements.” Federalregister.Gov, Centers for Medicare & Medicaid Services, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 28 Aug. 2025. “Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 28 Aug. 2025. “Part D Communication Requirements.” Federalregister.Gov, Centers for Medicare & Medicaid Services, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 28 Aug. 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.

Trust Me
One Big Beautiful Bill Act (OBBBA) and Current Landscape of Estate Planning

Trust Me

Play Episode Listen Later Sep 4, 2025 55:13


In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act's impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamics to minimize the chances of litigation. Host: Kristin YokomotoGuests: Jonathan G. Blattmachr and Martin M. ShenkmanJonathan G. Blattmachr is the Editor-in-Chief and Co-Founder of Interactive Legal, and Co-Author of Wealth Transfer Planning™. He is a principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He has written and lectured extensively on estate and trust taxation and charitable giving. Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Jonathan is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics. Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. He is the founder of Shenkman Law, a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. Martin's practice includes estate and tax planning, planning for closely held businesses, and estate administration. He is the author of 42 books and more than 1,000 articles. Martin is an Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter's Kluwer), and the Matrimonial Strategist. He has previously served on the editorial board of many other tax, estate and real estate publications. Martin earned his Bachelor of Science degree from Wharton School with concentrations in accounting and economics, MBA from the University of Michigan with concentrations in tax and finance, and law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington, D.C. and is a licensed CPA in New Jersey, Michigan, and New York. Click here to listen to Interactive Legal's 4-Part webinar series on OBBBA - https://interactivelegal.com/big-beautiful-bill/Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

The Uptime Wind Energy Podcast
PowerCurve’s Innovative Performance Analysis

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 4, 2025 28:29


Nicholas Gaudern, CTO of Denmark-based Power Curve, discusses how advanced blade scanning, aerodynamic upgrades, and the AeroVista tool are transforming wind turbine performance analysis. PowerCurve helps operators use real data to maximize AEP and make smarter decisions about blade maintenance and upgrades. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: Nicholas, welcome back to the podcast. Hi. Thanks Allen. Good to see you again. There's a lot going on in wind right now. Obviously the elections that happy the United States are changing the way that a lot of US based operators are thinking about their turbines and, and particularly their blades. I've noticed over the last, even just couple of weeks that. Operators and the engineers are paying more attention to what they're actually getting on site. Nicholas Gaudern: Yes. Allen Hall: Instead of, uh, the sort of the full service agreement where, hey, they're under warranty for two years, I don't really need to do anything for a little while approach. That's changing into, I want to know what arrives on site, what am I getting and what problems are there with these particular blades that I may not know about because they're new to me. Even though these blades, there may be thousands of these blades out in service. Mm-hmm. Me, my company doesn't know. Yep. How they operate. How they perform, particularly at this, this new site, I'm Repowering or, [00:01:00] or building new. That is a complete shift. From where it was a year ago, two years ago, five years ago. Yeah. And I think the biggest performance piece that people are looking at is aerodynamics, and I'm trying to understand how these blades perform, how they move. Yes. What kind of loads there are, what kind I expect over the next year or two. And I think they're just becoming now aware of maybe I need to have a game plan. Nicholas Gaudern: Mm-hmm. Allen Hall: And I, and that's where power curve comes in, is like in the sense of have a king plan. Understand what these plates are all about. Yeah, yeah. And try to characterize 'em early rather than later. Nicholas Gaudern: Yeah, exactly. I think there's been an increased focus on, on data and for operators, as you say, to understand more what they're getting and not necessarily relying on just what they're told. So, uh, I think a nice case study of that is last year we were helping a customer to build a, a digital twin. Uh, of one of their turbine models that they, that they purchased. So what that involved [00:02:00] is, uh, going to site, doing a laser scan of a blade, understanding geometry, helping them to build up some aerodynamic and structural models of that blade. So then that customer was going to build an AEL model themselves of that turbine so that they could run load calculations. They could look at, uh, site specific, uh, changes that could be relevant to that turbine's configuration or how they operated it. And this isn't really something that you saw a lot of, uh, a few years ago, but I think it's great that operators, particularly when they have a larger engineering capacity, are starting to get into that game. Uh, and it's tough because it's a lot of what the OEMs do, it's their kind of specialist knowledge, but there's a lot of smart people out there. Uh, there's a lot of companies you can work with to help gather that data and build these products up. Allen Hall: The OEMs right now are. Lowering the number of engineers. Nicholas Gaudern: Mm-hmm. Allen Hall: Staff reductions. Yeah. Uh,

The Seven Figures Or Bust Podcast!
Episode 145 - What You Need To Have A Monster AEP!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Aug 28, 2025 48:00


Gain access to Everything Senior Insurance: https://eseniorinsurance.com/On this episode of the Seven Figures or Bust podcast, we break down exactly what you need to crush it during AEP.

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The Broker Link
Join Us for the 2026 Kickoff

The Broker Link

Play Episode Listen Later Aug 20, 2025 6:18


In this episode of The Broker Link, The Brokerage Inc. highlights the upcoming 2026 Kickoff Events designed to help agents gear up for both AEP and OEP. These in-person events will be hosted across multiple cities — Miami, Tampa, Houston, San Antonio, El Paso, Harlingen, Corpus Christi, and Dallas — bringing together local carrier reps, provider groups, and our Brokerage leadership team. Attendees can look forward to: Expert panel discussions The latest industry updates Best practices from top-performing agents Networking opportunities with carriers and peers Plus, enjoy exciting extras like raffles, free professional headshots, and one-on-one time with carrier representatives.

The Seven Figures Or Bust Podcast!
Episode 141 - AI, AEP, iOS26 & More w/ Dalton Miller!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Aug 20, 2025 64:37


Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, I sit down with Dalton Miller to dive into hot topics like AI, AEP, iOS 26, and more. We break down how these changes impact agents and what you can do to stay ahead of the curve. Don't miss this insightful conversation packed with tips and strategies for today's insurance landscape!Learn more about getting your own VA with Hire Heroes here: https://app.hireheroes.com/signup?fpr=christian43Join our free private Facebook group for insurance agents: https://www.facebook.com/groups/551409828919739/Welcome to the Christian Brindle channel brought to you by Christian Brindle & Christian Brindle Insurance Services. This channel is here for the sole purpose of bringing training, tips, success stories, and personal development from Christian Brindle. Christian is a published author, hosts the ever popular Everything Medicare Podcast, and made six figures in the Medicare business by the time he was 25 years old.

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Medicare Marketing & Sales Podcast
Episode 150 Pro Partners and AEP

Medicare Marketing & Sales Podcast

Play Episode Listen Later Aug 18, 2025 7:11


Are your pro partners ready for AEP? Are you sure???

Working Cows
Dr. Allen Williams Shares Tips for Maintaining the Quality of Grass-Finished Beef through the Processing Phase (WCP 452)

Working Cows

Play Episode Listen Later Aug 15, 2025 86:15


You have done the work of successfully grass-finishing your animals. Now what? One often overlooked step is the processing phase. Great meat can be ruined during this crucial step. Dr. Allen Williams joins us today to discuss his tips to maintaining the quality of our grass-finished beef through the processing phase.Thanks to our Studio Sponsor, Understanding Ag!Head over to UnderstandingAg.com to book your consultation today!Sponsor:UnderstandingAg.comRelated Episode:Ep. 430 - Dr. Allen Williams - Keys to Successful Grass-FinishingGuest's Previous Episodes:Ep. 404 Gabe Brown and Dr. Allen Williams on Fixing America's Broken Rural EconomiesEp. 402 Gabe Brown and Dr. Allen Williams – Fixing America's Broken Water CycleEp. 380 Gabe Brown, Dr. Allen Williams, and Fernando Falomir – Soil Health Academy Q and AEp. 369 Dr. Stephan Van Vliet and Dr. Allen Williams – Growing Nutrient Dense FoodEp. 361 Gabe Brown and Allen Williams – 2024 State of AgricultureEp. 305 Gabe Brown and Dr. Allen Williams – Matching Management to Context Ep. 290 Gabe Brown and Dr. Allen Williams – Three Rules of Adaptive StewardshipEp. 283 Gabe Brown and Dr. Allen Williams – The 6-3-4 Ep. 281 – Gabe Brown and Dr. Allen Williams – The State of Agriculture in North America Ep. 148 Dr. Allen Williams – Grazing for Soil Health

The Seven Figures Or Bust Podcast!
Episode 136 - 10 Different Types Of Agents!

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Aug 7, 2025 68:16


Learn how to sponsor the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, we dive into the growing concern around non-commissionable Medicare Advantage plans. What does this shift mean for agents heading into AEP—and how should you adjust your strategy? Tune in to get the insights you need to stay ahead.Learn more about getting your own VA with Hire Heroes here: https://app.hireheroes.com/signup?fpr=christian43Join our free private Facebook group for insurance agents: https://www.facebook.com/groups/551409828919739/Welcome to the Christian Brindle channel brought to you by Christian Brindle & Christian Brindle Insurance Services. This channel is here for the sole purpose of bringing training, tips, success stories, and personal development from Christian Brindle. Christian is a published author, hosts the ever popular Everything Medicare Podcast, and made six figures in the Medicare business by the time he was 25 years old.

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The Seven Figures Or Bust Podcast!
Episode 135 - Non Commissionable Plans & AEP: What Does It Mean?

The Seven Figures Or Bust Podcast!

Play Episode Listen Later Aug 6, 2025 61:29


Learn how to sponsor the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, we dive into the growing concern around non-commissionable Medicare Advantage plans. What does this shift mean for agents heading into AEP—and how should you adjust your strategy? Tune in to get the insights you need to stay ahead.Learn more about getting your own VA with Hire Heroes here: https://app.hireheroes.com/signup?fpr=christian43Join our free private Facebook group for insurance agents: https://www.facebook.com/groups/551409828919739/Welcome to the Christian Brindle channel brought to you by Christian Brindle & Christian Brindle Insurance Services. This channel is here for the sole purpose of bringing training, tips, success stories, and personal development from Christian Brindle. Christian is a published author, hosts the ever popular Everything Medicare Podcast, and made six figures in the Medicare business by the time he was 25 years old.

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The Broker Link
Aetna & Cigna: What's New for 2026 with Josh Slattery

The Broker Link

Play Episode Listen Later Aug 5, 2025 50:56


In this episode of The Broker Link, Josh Slattery breaks down key carrier updates that will impact Medicare Advantage and Part D plans in 2026. Highlights include: