Podcasts about fmo

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:

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:

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:

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:

The Friday Five for June 12, 2026: Apple WWDC 2026 Takeaways Instagram Grid Arrangement Feature IntegrityCONNECT Annuities & What's Coming Soon KFF MA Enrollment Stats & Trends for 2026 CMS Medicaid Work Requirements   Get Connected:

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:

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety

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:

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:

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionshttps://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionshttps://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze

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:

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:

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:

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

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

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:

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:

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:

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:

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:

The Friday Five for May 8, 2026: Quick Hits & Headlines CMS Admin Dr. Oz on Prior Auth Audio to Help You Sleep Cigna to Exit ACA for CY 2027 AHIP & NABIP Dates for CY 2027   Get Connected:

Many who qualify for Chronic Condition Special Needs Plans (C-SNPs) find that this type of plan suits their specifics needs with tailormade benefits and networks. This episode of the Agent Survival Guide is your crash course in C-SNPs.    Read the text version    

Strengthen your annuity sales strategy with these best practices. Hear takeaways for agents of all experience levels, plus how to download our fact-finder that can help you ask better questions.   Read the text version   Download the Fact-Finder PDF   Get Connected:

Does Facebook fit into your social media strategy? In this episode, we highlight best practices for insurance agents developing their online presence.   Get Connected:

Find out why LinkedIn is a must-have for insurance agents! Learn more about networking on this platform, enhance your online presence, and hear tips and strategies for agents of all experience levels.   Get Connected:

The Friday Five for May 1, 2026: [00:44] Staying Caffeinated on the Road [03:26] Healthcare or Health Care? AP Stylebook Makes it Official [05:24] Spotify Spins Fitness into the Mix [08:41] Medicare Advantage Improvement Act of 2026 [12:16] CMS Update on BALANCE Model & Medicare GLP-1 Bridge   Events & Webinars for Insurance Agents   Get Connected:

Broaden your reach by combining forces with a like-minded affinity partner! If you're looking to grow your insurance business, affinity marketing is a great strategy that won't break the bank.    Read the text version   Download The Insurance Agent's Guide to Establishing Successful Affinity Partnership   Get Connected:

The Friday Five for April 24, 2026: [00:25] Hits & Headlines [01:41] New Podcast From KFF [03:33] Tech Takeaways [05:42] Amazon to Discontinue Older Kindles [08:47] Amazon One Medical GLP-1 Management Program   Get Connected:

It's time to sync up your calendar! What should insurance agents selling Medicare focus on during the 2nd quarter? Listen to this episode for our suggestions and info on how to get your own Medicare Sales Planner.   Read the text version   Download your copy of the Medicare Sales Planner!   Get Connected:

Streamline your second quarter tasks with a little help from your friends at Ritter Insurance Marketing and the Agent Survival Guide Podcast. Listen for the details and don't forget to download the full calendar!   Read the text version Download your copy of the Busy ACA Agent's Sales Calendar!   Get Connected:

Did you know that Ritter offers turnkey content marketing materials for agents? Learn more about the Content Library: a free resource featuring compliant content created specifically for insurance agents to start, scale, and sustain digital marketing efforts.   Check out the Content Library for Insurance Agents!   Additional Resources: Content Library: Cooking for Beginners ft. Jeff Snyder Content Library: Mastering Medicare Insurance Coverage ft. Jeff Snyder 5 Spooky Stories for Halloween

Learn more about the critical illness product (and how to cross-sell it!) with our free guide for insurance agents! Ready to cross-sell with confidence? Start by downloading your copy of Ritter's newest eBook today.   Download your FREE copy of The Complete Guide to Selling Critical Illness Plans   Additional Episodes You Might Like: 4 Ancillary Cross-Sales to Show Clients You Care How Storytelling Helps Agents Quickly Connect with Clients ft. Don Connelly Making Cross‑Selling Less Awkward for Insurance Agents ft. Demetri Simos and Dawn Myers   Get Connected:

The Friday Five for April 17, 2026:   [00:57] CMS 2027 MA and Part D Final Rule [02:09] Google Announces New Chrome Features [04:56] March 2026 CPI/2026 FOMC Calendar [07:03] Protective Life Corporation Study on Gaps in Medicare Knowledge [10:17] CMS 2026 Prior Authorization Proposed Rule   Get Connected:

It's easy to feel isolated in the insurance industry. But if you talk with Dawn Myers, you'll quickly understand why she says isolation is just that, a feeling. And an optional one at that. She explains how connection, collaboration, and showing up changed everything for her.   Find Dawn Myers Online: LinkedIn Stay Paid: Relationships, Referrals & The Power of Partnerships   Get Connected:

CMS recently published the 2027 Medicare Advantage and Part D Final Rule. Don't miss the ASG Podcast top takeaways for insurance agents.   Get Connected:

Think what you've heard about Dual Eligible Special Needs Plans is true? Fun fact, it's probably not! Listen as we break down D-SNP myths to build up your knowledge.   Read the text version   Get Connected:

Unlock the secret of cross-selling insurance without coming across as salesy, scared, or awkward! Demetri Simos (Vice President of GTL) and Dawn Myers (VP of Sales & Marketing Delaware Valley Brokerage Service) join the Agent Survival Guide to talk about cross-selling insurance products. Listen to learn strategies you can implement in your own insurance business!   Connect with Our Guests: Dawn Myers on LinkedIn Demetri Simos on LinkedIn   Resources:

Tired of juggling phone calls, planner pages, and double-booked appointments? It might be time to level up your scheduling strategy. Listen as we compare appointment schedulers that help agents save time, stay compliant, and make booking a little easier.   Read the text version   Get Connected:

Learn about the value of Dual Eligible Special Needs Plans (D-SNPs) and how to get started selling! Read the text version   Learn how you can get started selling D-SNPs by calling Ritter Insurance Marketing today at 800-769-1847. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

The Friday Five for March 27th: Macbook Neo & WWDC26 Gas Buddy for Fuel Savings The Great Nee-Doh Shortage KFF State Health Facts Resource CMS Final Rule on Fax & Snail Mail   Get Connected:

Preferred pharmacies can play a massive role in the affordability of a PDP or MAPD plan for your clients. Do you know what they are and how they can change the essential math for your clients?   Read the text version   Selling Medicare Part D The Complete Guide on How to Sell Prescription Drug Plans   Get Connected:

The Friday Five for March 20, 2026: Rueppel Recommends Audible launches Standard Plan Universal Health Services to Acquire Talkspace Manufacturer Participation in CMS 2028 Medicare Drug Price Negotiation Microsoft Announces Copilot Health   Get Connected:

The Agent Survival Guide is discussing crosswalking in the ACA marketplace and how it can be a big deal for your clients. If you don't know what that means or the affects it can have on coverage, you won't want to miss this episode. Read the text version   The Complete Guide to Selling Affordable Care Act Insurance Plans ACA 101: Selling Under-65 Health Insurance   Get Connected:

Don't let the fear of compliance keep you from following up with your Medicare clients. Find out how to follow up and stay within CMS guidelines for marketing and enrollment. Read the text version   Get Connected:

The Friday Five for March 13, 2026: Headline Quick Hits AI & Critical Thinking CMS Notification: 1.3 Million MBI Reassignments 2026 Medicare Part D Enrollment Stats Medicare GLP-1 Bridge Demonstration   Get Connected:

Don't miss the 2nd round of Medicare Part D negotiated drug prices. Get the details on the prescriptions and savings for Medicare beneficiaries in 2027.   Read the text version   Get Connected: