All clients have different needs, health concerns, and budgets! Learn how to approach budget conversations tactfully to help clients find plans that fit their varying needs.

 

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Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

Ancillary Products at Ritter Insurance Marketing: https://ritterim.com/products/ancillary/

A Review of Integrity's Top Medicare Quoting Tools: https://ritterim.com/blog/a-review-of-the-integrity-offered-medicare-quoting-software

Carrier Partners at Ritter Insurance Marketing: https://ritterim.com/products/by-carrier/

How Insurance FMOs Work: https://ritterim.com/how-insurance-fmos-work/

Learn more about PlanEnroll: https://ritterim.com/planenroll/

Learn more about MedicareCENTER: https://integrity.com/medicarecenter/

Medicare Products at Ritter Insurance Marketing: https://ritterim.com/products/medicare/

Not partnered with Integrity? Register here: https://identity.integrity.com/register

PlanEnroll Client User Guide PDF: https://learningcenter.tawebhost.com/Client-Sync-Consumer-User-Guide.pdf

Ritter Insurance Marketing Registration: https://app.ritterim.com/public/registration/

The Basics of Selling Insurance from Home: https://ritterim.com/blog/the-basics-of-selling-insurance-from-home/

The Benefits of Joining a Top Insurance FMO: https://ritterim.com/blog/the-benefits-of-joining-a-top-insurance-fmo/

 

References:

“Compare Medigap Plan Benefits.” Medicare.Gov, Medicare, www.medicare.gov/health-drug-plans/medigap/basics/compare-plan-benefits. Accessed 22 Oct. 2024.

Cottrill, Alex, et al. “Income and Assets of Medicare Beneficiaries in 2023.” KFF, KFF, 9 Feb. 2024, www.kff.org/medicare/issue-brief/income-and-assets-of-medicare-beneficiaries-in-2023/.

“Fidelity® Releases 2023 Retiree Health Care Cost Estimate: For the First Time in Nearly a Decade, Retirees See Relief as Estimate Stays Flat Year-over-Year.” Newsroom.Fidelity.Com, Fidelity, 21 June 2023, newsroom.fidelity.com/pressreleases/fidelity--releases-2023-retiree-health-care-cost-estimate--for-the-first-time-in-nearly-a-decade--re/s/b826bf3a-29dc-477c-ad65-3ede88606d1c.

 

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