Episode Details

 

Use fact-finding and open communication to learn your clients’ budget and coverage needs. We’ve got statistics, tips, and strategies for agents to help clients navigate today’s financial environment.

  

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:

Does Your Medicare Sales Approach Satisfy Different Budgets? https://ritterim.com/blog/does-your-medicare-sales-approach-satisfy-different-budgets/

How to Check Medicare Extra Help Eligibility for Your Client: https://ritterim.com/blog/how-to-check-medicare-extra-help-eligibility-for-your-client/ 

How to Keep Clients Safe From Insurance Fraud: https://ritterim.com/blog/how-to-keep-clients-safe-from-insurance-fraud/

Knight School Training: Cross-Selling Long-Term Care Insurance: https://ritterim.com/knight-school/expand-dominate/cross-sell/7/

Knight School Training: D-SNP Eligibility: https://ritterim.com/knight-school/solid-foundation/understanding-special-needs-plans/3/

Knight School Training: Understand What’s Important to Your Client: https://ritterim.com/knight-school/learning-to-sell/assessing-needs/7/

Ritter Fact Finder PDF: https://ritterim.com/documents/ritter-fact-finder.pdf

Why Trust Is an Insurance Agent’s Most Important Non-Renewable Resource: https://ritterim.com/blog/why-trust-is-an-insurance-agents-most-important-non-renewable-resource/ 

 

References:

Lee, Anne Marie. “Americans Are Spending the Biggest Share of Their Income on Food in 3 Decades.” CBS News, CBS Interactive, 26 Feb. 2024, www.cbsnews.com/news/inflation-consumer-spending-food-and-restaurants-disposable-income-2024/.

“Cost of Long Term Care by State: Cost of Care Report.” Genworth, Genworth Financial, Inc, https://www.genworth.com/aging-and-you/finances/cost-of-care. Accessed 1 Aug. 2024.

“Federal Poverty Level (FPL) - Glossary.” HealthCare.Gov, https://www.healthcare.gov/glossary/federal-poverty-level-fpl/. Accessed 1 Aug. 2024.

“Food Prices and Spending.” USDA ERS - Food Prices and Spending, USDA, 27 June 2024, www.ers.usda.gov/data-products/ag-and-food-statistics-charting-the-essentials/food-prices-and-spending/?topicId=2b168260-a717-4708-a264-cb354e815c67.

Committee of the Future Health Care Workforce for Older Americans, et al. “Health Status and Health Care Service Utilization.” Retooling for an Aging America: Building the Health Care Workforce, National Aca