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5 MORE Real-Life Medicare Sales Scenarios and How to Handle Them

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Manage episode 517853174 series 2362279
Content provided by Sarah J. Rueppel | Ritter Insurance Marketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah J. Rueppel | Ritter Insurance Marketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Every Medicare client has their own unique situation and needs. Learn how to best assist them with 5 more insurance sales scenarios!

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:

3 Essential Steps New Insurance Agents Need to Take

4 Ancillary Cross-Sales to Show Clients You Care

4 Out-Of-the-Box Long-Term Care Insurance Solutions

5 Must-Haves for Every Agent This AEP

5 Real-Life Medicare Sales Scenarios & How to Handle Them

Agent Survival Guide Podcast

Do’s and Don’ts of Medicare Compliance

How to Prepare for AEP like a Pro

How VA Benefits Work with Medicare

Life Insurance for Each of Life’s Stages

Meet Your Ritter Sales Team

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

Surviving AEP Resources

The Survivor’s AEP Checklist

The Complete Guide on How to Sell Final Expense Insurance FREE eBook DOWNLOAD

Your Clients May Not Be Automatically Enrolled in Medicare

References:

“Agent of Record.” Insuranceopedia, 14 Jan. 2025, https://www.insuranceopedia.com/definition/674/agent-of-record.

“Avoid Late Enrollment Penalties.” Medicare, https://www.medicare.gov/basics/costs/medicare-costs/avoid-penalties. Accessed 1 Oct. 2025.

“Cobra and Medicare Coordination.” Medicare Interactive, 31 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/cobra-and-medicare/cobra-and-medicare-coordination.

“How Medicare Works with Other Insurance.” Medicare, https://www.medicare.gov/health-drug-plans/coordination. Accessed 1 Oct. 2025.

“Job-Based Insurance When You Are Disabled.” Medicare Interactive, 23 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/job-based-insurance-and-medicare/job-based-insurance-when-you-are-disabled.

“Medicare Information.” SSA, https://www.ssa.gov/disabilityresearch/wi/medicare.htm. Accessed 1 Oct. 2025.

“Tricare for Life (Tfl) Basics.” Medicare Interactive, 23 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/military-retiree-insurance-and-medicare/tricare-for-life-tfl-basics.

Follow Us on Social!

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.

  continue reading

203 episodes

Artwork
iconShare
 
Manage episode 517853174 series 2362279
Content provided by Sarah J. Rueppel | Ritter Insurance Marketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah J. Rueppel | Ritter Insurance Marketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Every Medicare client has their own unique situation and needs. Learn how to best assist them with 5 more insurance sales scenarios!

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:

3 Essential Steps New Insurance Agents Need to Take

4 Ancillary Cross-Sales to Show Clients You Care

4 Out-Of-the-Box Long-Term Care Insurance Solutions

5 Must-Haves for Every Agent This AEP

5 Real-Life Medicare Sales Scenarios & How to Handle Them

Agent Survival Guide Podcast

Do’s and Don’ts of Medicare Compliance

How to Prepare for AEP like a Pro

How VA Benefits Work with Medicare

Life Insurance for Each of Life’s Stages

Meet Your Ritter Sales Team

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

Surviving AEP Resources

The Survivor’s AEP Checklist

The Complete Guide on How to Sell Final Expense Insurance FREE eBook DOWNLOAD

Your Clients May Not Be Automatically Enrolled in Medicare

References:

“Agent of Record.” Insuranceopedia, 14 Jan. 2025, https://www.insuranceopedia.com/definition/674/agent-of-record.

“Avoid Late Enrollment Penalties.” Medicare, https://www.medicare.gov/basics/costs/medicare-costs/avoid-penalties. Accessed 1 Oct. 2025.

“Cobra and Medicare Coordination.” Medicare Interactive, 31 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/cobra-and-medicare/cobra-and-medicare-coordination.

“How Medicare Works with Other Insurance.” Medicare, https://www.medicare.gov/health-drug-plans/coordination. Accessed 1 Oct. 2025.

“Job-Based Insurance When You Are Disabled.” Medicare Interactive, 23 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/job-based-insurance-and-medicare/job-based-insurance-when-you-are-disabled.

“Medicare Information.” SSA, https://www.ssa.gov/disabilityresearch/wi/medicare.htm. Accessed 1 Oct. 2025.

“Tricare for Life (Tfl) Basics.” Medicare Interactive, 23 Mar. 2025, https://www.medicareinteractive.org/understanding-medicare/coordinating-medicare-with-other-insurance/military-retiree-insurance-and-medicare/tricare-for-life-tfl-basics.

Follow Us on Social!

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.

  continue reading

203 episodes

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