The Survivor’s AEP Checklist

The Survivor’s AEP Checklist

Update: 2025-09-10
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Description

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.


 


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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.

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The Survivor’s AEP Checklist

The Survivor’s AEP Checklist

Sarah J. Rueppel | Ritter Insurance Marketing