Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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Medicare Advantage Insurance Agent Podcasts
Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight, information, and the inspiration needed to take the next step on your journey. Whether you’re just getting started or a seasoned pro, the ASG Podcast has got you covered. Empowering insurance agents selling Medicare Supplement, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Li ...
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Insure Your Health, hosted by Erin Ackenheil of Black Point Insurance, empowers listeners to educate themselves on healthcare through unique industry trainings, medical professional interviews and carrier spotlights. Whether you're a health insurance agent, a healthcare professional or a patient, you're going to learn about everything from Medicare Advantage to today's hot health topics alongside the smart, fun and energetic Erin Ackenheil!
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Moving yourself into the Medicare system for the first time can be a challenge. When we say "first time" we mean those folks that are turning 65 and need Medicare now or those that are retiring past age 65 and have to figure out how to go from their employer sponsored insurance and over to the Medicare system. That's where we come in. Join Joanne Giardini-Russell and Cameron Giardini along the with rest of the "Transition to Medicare Team" as they get you there in the right way. Our Michigan ...
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Digging for Insurance Sales? This One's A Gold Rush | Insurance 360 Ep. 29
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36:51Send us a text In this episode of Insurance 360, we dive into strategies for mastering Annual Enrollment Period (AEP) with special guest Jeremy Boz from Tyler Insurance. Hosts Rob and Bob discuss the ins and outs of AEP certifications, effective planning, and the essential role of technology and organization in managing a successful insurance agenc…
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Not enough hours in the day? ✋🏼 We've been there! In this episode, we explore problems that can be a time-suck for insurance agents. Our list of solutions could change the game for your business!Read the text version Free Downloads: Months of Medicare Sales Planner The Busy ACA Agent’s Sale Calendar Resources: 5 Things From the 2025 Budget Reconcil…
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The Friday Five for July 18, 2025: Update on Regulation Banning Medical Debt from Credit Reporting Google Announces NotebookLM Featured Notebooks This week in Apple Rumors Threads Usage Up, Meta Testing Facebook Login 2026 Midwest D-SNP Market Opportunity Get Connected:🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Surviv…
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The Difference Between Captive and Independent Agents
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10:25
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10:25Are you just starting out in the insurance industry and aren’t sure what path is right for you? In this episode we break down the pros and cons of becoming a captive or independent agent. Work with Ritter Insurance Marketing Resources: 3 Advantages of Being an Independent Insurance Agent 10 Essential Tools for Beginner Insurance Agents AHIP Test Ti…
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SCAN Health Plan: Why Nonprofit Medicare Advantage Makes a Difference
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30:25Medicare is complicated, and every year brings new challenges for those helping seniors choose the best health plan. SCAN Health Plan is a nonprofit that has been serving Northern California with a different approach—prioritizing community, stable benefits, and real customer service. Today, the team behind SCAN’s local success joins Erin to talk ab…
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The Last Line of Defense: Protecting the Independent Medicare Agent | Insurance 360 Ep. 28
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38:09Send us a text In this episode of Insurance 360, Calvin Bagley joins Bob and Rob for a candid conversation on the growing pressure agents face from CMS regulations, shifting carrier strategies, and public misconceptions about our industry. From commission shakeups and non-commissionable plans to advocacy efforts on Capitol Hill, this is a must-watc…
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Don’t miss the ASG Podcast cheat sheet on keeping in touch with client the old-fashioned way – through mail. 💌 We’ve got resources, tips, strategies, and more! Read the text version Mail Communication Resources: Canva Lead Concepts Lunacy Microsoft Designer MOO Office Depot ReminderMedia Staples Vistaprint Ritter Resources: Agent Compliance Handboo…
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Ready for a better commission tracking solution? Don’t miss our episode featuring suggestions on tracking your hard-earned commissions. Register for your FREE RitterIM.com Account Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: AHIP Test Tips and Tricks for Medicare…
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5 Things From the 2025 Budget Reconciliation Bill
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17:39In this week’s Friday Five, Sarah gives her first impressions on what agents need to know about the 2025 Budget Reconciliation Bill. Learn more about what’s changed for Medicare, Medicaid, ACA, and more! Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 💌Send feedback, questions, and to…
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Partnerships can be a powerful growth strategy for your business. Learn more about marketing your business through collaboration and community involvement. Read the text version Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 5 Insurance Marketing Tips to Help Agent…
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We’ve got the breakdown of all the Medicare and Medicare Advantage enrollment periods that beginner agents need to know. Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 10 Essential Tools for Beginner Insurance Agents: https://ritterim.com/blog/10-essential-tools-fo…
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Field Notes on Digital Marketing Resources
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22:26Take your business into the modern world of digital marketing. We’ve compiled the ultimate guide to getting started, tips, resources, and more! Read the text version Register with Ritter Insurance Marketing Full-Service Digital Marketing Services: $99 Social ConciergeBee Disruptive Advertising Firebelly MarketingHubstaff Talent Ignite Visibility Kl…
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Field Notes on Traditional Marketing Resources
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33:39Learn how to promote your insurance business with traditional marketing strategies. We cover what agents should know: marketing materials, use cases, and where to find resources! Partner Resources: AllOver Media Lead Concepts LeadingResponse ReminderMedia Branded Magazine Info Ritter Agents working with ReminderMedia Design Resources: 99Designs Fiv…
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In this episode of Agent Essentials, we’re covering the definition of the Health Insurance Marketplace! Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. The Complete Guide to Selling Affordable Care Act Insurance Plans Resources: FREE DOWNLOAD – The Complete Guide to Selling Af…
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Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
1:10:46
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1:10:46Ever thought about incorporating your insurance business? Not sure if it’s the right move? In this episode, Sarah is joined by attorneys Frank Lavery and Justin Abodalo to learn more about business entities and how they’re structured. Frank focuses on the corporate law side, while Justin specializes in tax implications. Listen as theyir share their…
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ENCORE: Dr. Gary S. Huang's Heart Health Tips
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25:25*This episode originally aired on October 16, 2023. These are the warning signs you should know. In this educational Provider Spotlight, Dr. Gary Huang, shares his journey in cardiology and supporting heart-healthy lifestyles. Dr. Gary is board certified in Internal Medicine, Cardiovascular Disease, Echocardiography, Nuclear Cardiology, and Cardiov…
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The Pros and Cons of Working with Regional and National Carriers
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9:55Is business growth on your 2025 goals list? Don't miss this episode! We outline features and drawbacks of the different carrier types to help you fill in portfolio gaps. Read the text version Request your Free Portfolio Review from the team at Ritter Resources: Adding Spokes to Your Wheel ft. Robert Rothschild: https://lnk.to/rothschild2025 Diversi…
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Takeaways from the 2025 ACA Marketplace Integrity and Affordability Final Rule
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18:23Join Sarah for a rundown of this week’s updates for insurance agents, featuring her deep dive into the CMS 2025 ACA Marketplace Integrity and Affordability Final Rule. Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Connect With Us On Social! Ritter on Facebook, https://www.fa…
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2026 Maximum Broker Commissions for Medicare Advantage & Medicare Part D
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7:55This just in: CMS 2026 maximum broker commissions for Medicare Advantage and Medicare Part D. Listen to learn more about commission structure and the caps writing MA and PDP business in your market for the upcoming 2026 plan year. Read the text version Resources: AHIP 2026 Certification Dates: https://lnk.to/asgf20250516 Contact the Agent Survival …
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Join Sarah and Tina as they review frequently asked questions about NABIP Medicare Certification. Don’t miss out on resources to help you get ready-to-sell! Read the text version NABIP Official Website: https://www.nabiptraining.org/ Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicem…
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Learn more about the NABIP Medicare Advantage Certification (MMACR), an alternative program for agents looking to satisfy their Medicare & Fraud, Waste, and Abuse training requirements from CMS. Read the text version Resources: 4 Ancillary Cross-Sales to Show Clients You Care: https://lnk.to/asg670 AHIP 2026 Certification Dates: https://lnk.to/asgf…
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MAJOR Medicare changes AGENTS should know | Insurance 360 Ep. 27
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41:43Send us a text Grab your calculators and compliance manuals — the Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and carrier exits to the “birthday rule” and shrinking dental benefits. It’s annual enrollment prep, agent training evolutions, Dr. Oz impacts, and a Pinnacle…
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The 2026 AHIP Certification training is now live! We’re covering AHIP FAQs to help you prepare! Read the text version Resources: Diversify Your Insurance Portfolio & Reap Real Rewards: https://lnk.to/asg651 Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent: https://lnk.to/3pKJsF FAQs About NABIP Medicare Certification: https:…
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2026 Medicare Advantage and Part D Certification Info
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7:10Keep track of your AEP prep to-do checklist with help from Ritter's certification center and Ritter Blog weekly roundups. Listen to find out how to access carrier AHIP, NABIP, MA and PDP certification, product training details, and more! Resources: eBooks & Guides for Insurance Agents: https://ritterim.com/guides/ FAQs About NABIP Medicare Certific…
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AHIP Test Tips and Tricks for Medicare Certification
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18:44Certification season is here! Learn more about the AHIP test including how to prepare yourself, tips, tech hacks, and more. Listen before you begin your first attempt, you'll be glad you did! Read the text version Have questions about AHIP Certification? Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-72…
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5 Things About the Insurance License Exam, 1 Year Later
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19:06Sarah reflects on the insurance licensing process one year after passing the exam. Listen as she outlines her journey, how to get started, and what she learned along the way. Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: Adding Spokes to Your Wheel ft. Robert Roth…
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Medicare Compliance: Essential Tips for Agents and Brokers
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56:23What does it really mean to stay compliant in Medicare sales? Sometimes, we hear about changes to broker compensation, new rules for sharing beneficiary information, and best practices for telephonic selling. But what do these updates mean for agents, FMOs, and beneficiaries? Shelley Segal has spent decades navigating Medicare compliance and workin…
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Thinking about becoming an insurance agent? In this episode, we weigh the pros and cons of selling insurance, so you’ll have the information you need before you make that big decision! Read the text version Get Started by Registering with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/ Learn More with These Resources: 2025…
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How to Build Intentional Value ft. Neil Reich
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31:45Value is more than just a care model for Neil Reich. He recently joined Sarah to chat about his background in the Medicare Advantage space, his focus on value-based care, and how providing value still drives his business today. Find Neil Reich Online: Care Connect Agency: https://careconnectagency.com/advisors/ Get the Playbook: https://careconnect…
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The Friday Five for June 13, 2025: Field Notes 6.13.2025 Apple Renames OS Versions Apple Liquid Glass Apple iPad Windowing New Apple Features: Sarah’s Picks Register for the ICHRA Introduction Webinar from Ritter & Nexben Field Notes for June 13, 2025: “AHIP Medicare + Fraud, Waste, and Abuse Online Course.” Ahipmedicaretraining.Com, AHIP, www.ahip…
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4 Steps to Selling Dental, Vision, and Hearing Insurance
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9:41
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9:41Be sure your clients are aware of their dental, vision, and hearing coverage options. We outline 4 steps to help you educate clients and pitch products! Read the text version Resources: 3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656 4 Ancillary Cross-Sales to Show Clients You Care: https://lnk.to/asg670 4 Ways …
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This week, Sarah unpacks all kinds of content to help you and your clients survive Summer 2025! Field Notes: Malik, Aisha. “Adobe Launches Beta Version of Its Photoshop App on Android.” Techcrunch.Com, TechCrunch, 3 June 2025, techcrunch.com/2025/06/03/adobe-launches-beta-version-of-its-photoshop-app-on-android/. “AHIP Medicare + Fraud, Waste, and …
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The Difference Between Medicare & Medicaid: What That Means for Insurance Agents
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6:48Wondering what the difference between Medicare and Medicaid is? Learn all about it in this episode! Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655 2025 Maximum Broker Commissions for Medicare…
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What is AHIP Certification and How Do I Get It?
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9:01Learn 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 Resources: 5 Things from the CMS 2026 MA and Part D Final Rule: https://lnk.to/asgf20250502 Leveling Up: From Chill Mode to Grow…
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The Friday Five for May 30, 2025: Field Notes for This Week Helpful Keyboard Shortcuts Mozilla Pocket Alternatives YouTube Adds Top Podcasts Chart How to Avoid Using Elderspeak Field Notes: “AHIP Medicare + Fraud, Waste, and Abuse Online Course.” Ahipmedicaretraining.Com, AHIP, www.ahipmedicaretraining.com/page/login. Accessed 28 May 2025. “NABIP M…
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Reassuring Your Clients During Difficult Times
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9:16How are your clients doing right now? Have you reached out? Have they? If you’re not sure what to say or where to start, we’ve got some easy-to-implement suggestions in this episode. Resources: 3 Additional Effective Techniques for Closing Insurance Sales: https://lnk.to/asg656 4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg6…
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Adding Spokes to Your Wheel ft. Robert Rothschild
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12:21
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12:21No need to reinvent the wheel. Sometimes, you just need to add a spoke! Robert Rothschild joins Sarah to chat about his background and what keeps him striving for more. Find Robert Rothschild Online: LinkedIn: https://www.linkedin.com/in/robert-a-rothschild-mba-a89a2133/ Register with the FMO Robert Rothschild Calls Home - Ritter Insurance Marketin…
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4 Ancillary Cross-Sales to Show Clients You Care
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5:48
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5:48What products can agents cross-sell with Medicare? Learn how plan pairings work between the different Medicare insurance options. We can help you build up your portfolio with ancillary product options for your clients. Read the text version Resources: A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/se…
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Takeaways on Social Media Marketing in 2025
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22:14The Friday Five for May 23, 2025: Field Notes 5.23.2025 Google Announces NotebookLM App AI Actions in Microsoft Windows 11 TikTok Sleep Meditation for Teens 2025 Social Media Marketing Industry Report Field Notes 5.23.2025: Register for Ritter Insurance Marketing Summits: https://summits.ritterim.com/ Google Announces NotebookLM App: Beaty, Artie. …
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Agent Apps | Apps for Comparing Healthcare & Prescriptions
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6:43This week we’ve got apps that can help you with searching and comparing healthcare and prescriptions! ZocDoc: https://www.zocdoc.com/ GoodRX: https://www.goodrx.com/ Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: Building the Foundation for Success ft. Roy Snarr: h…
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CMS Withdraws Changes to Disaster SEP Availability for Medicare Beneficiaries
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4:46We’ve got details on the CMS decision to reverse their decision on the Disaster/Emergency SEP for Medicare Beneficiaries. Read the text version Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 5 Myths about Selling ACA Health Plans: https://lnk.to/asg660 Building the…
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There’s no substitute for hard work, or “making your own luck.” Michael Krantz, one of New York’s top insurance producers, joined Sarah to talk about success and what drives him to keep going in this industry. Find Michael Krantz Online: LinkedIn: https://www.linkedin.com/in/michael-krantz-2004401b Official Website: https://www.withavid.com/ Regist…
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The Friday Five for May 16th, 2025: Dunkin’ and Starbucks Summer 2025 Menus Viral Music Charts for Content Creation Potential Heart Benefit in Shingles Vaccine Possible Hints at ACA Subsidy Direction for 2026 AHIP 2026 Certification Dates Dunkin’ and Starbucks Summer 2025 Menus: “Dunkin’ Summer Menu.” Dunkindonuts.Com, Dunkin’, www.dunkindonuts.com…
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Effective & Compliant Medicare Lead Generation with Professor Leads | Insurance 360 Ep. 26
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39:01Send us a text Grab your calculators and compliance manuals — the CEO of National Care Dental, NCD, and self-proclaimed Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and Medicare carrier changes to the “birthday rule” impacting Medicare Supplements. It’s also annual enr…
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Recent ACA Coverage Changes Reversed with 2025 Marketplace Proposed Rule
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10:58We breakdown the 2025 Marketplace Proposed Rule and highlight what we think agents like you should know! Read the text version Contact our Under-65 Sales Team! Resources: CMS Finalizes Improvements to Marketplace Plan Selection with 2026 Final Rule: https://ritterim.com/blog/cms-finalizes-improvements-to-marketplace-plan-selection-with-2026-final-r…
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Fact vs. Fiction: Examining the Medicare Part B Premium Giveback
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6:39Join the ASGPodcast as we talk about the Medicare Part B Premium Giveback, how it’s been overhyped and misrepresented, and how to stay compliant when talking about it. Read the text version Resources: 5 Things About the 2026 CMS MA and Part D Rate Announcement: https://lnk.to/asgf20250411 Do's and Don'ts of Medicare Compliance: https://ritterim.com…
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Aetna Health Plans to Exit ACA Marketplace for CY 2026
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16:59The Friday Five for May 9, 2025: Rite Aid Files for Chapter 11 Bankruptcy Again Apple WWDC 2025 Dates & Rumors Discount Medicare Insurance Scam Alert Rueppel Recommends Books & Streaming Picks May 2025 Aetna Health Plans to Exit ACA Marketplace for CY 2026 Rite Aid Files for 2nd Chapter 11 Bankruptcy: Download the “Rite Aid Letter to Customers - Ma…
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Community Engagement & ACA Marketing Suggestions for Agents
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10:10Get tips on how to get involved with your community, find potential ACA clients, and market your brand – all in this episode! Read the text version The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships FREE eBook Download Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and lea…
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Need to keep track of everyone during a busy week or a night out? Check out these location sharing apps! Glympse App Official Website: https://corp.glympse.com/Google Maps: https://www.google.com/maps/ SnapChat: https://www.snapchat.com/ Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a vo…
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How Plan Crosswalks Work in the ACA Marketplace
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11:38What are plan crosswalks in the Affordable Care Act Marketplace? Find out what this means for your clients and how agents can help in the process. Read the text version Register with Ritter: https://app.ritterim.com/public/registration/ Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voi…
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