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Nothing stays the same. Your clients’ health needs, financial situations, and the Medicare industry itself can change each year. Learn how to best help your clients switch coverage with these 7 scenarios.

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Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.

Resources:

4 Reasons Why Ritter Insurance Marketing Should Be Your FMO Insurance Agency

5 Tips to Make the Most of AEP

How to Check Medicare Extra Help Eligibility for Your Client

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The Benefits of Selling D-SNPs

The Ritter Blog

What to Know When Replacing Existing Med Supp Plans for Clients

References:

Emerson, Jakob. “32 Health Systems Dropping Medicare Advantage Plans | 2024 - Becker’s Hospital Review | Healthcare News & Analysis.” Beckershospitalreview.Com, Becker’s Hospital Review, www.beckershospitalreview.com/finance/15-health-systems-dropping-medicare-advantage-plans-2024/. Accessed 29 Oct. 2025.

“2024 Medicare Advantage and Part D Star Ratings.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-star-ratings. Accessed 29 Oct. 2025.

Pifer, Rebecca. “Humana and CVS Are Downsizing Their Medicare Advantage Plans for 2025. Which Insurers Could Benefit?” Healthcaredive.Com, Healthcare Dive, 10 June 2024, www.healthcaredive.com/news/humana-cvs-medicare-advantage-benefit-plan-cuts-2025-unitedhealth/716764/.

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207 episodes