Episode Details

The insurance business moves fast, so the best time to start building trust is before your services are needed. A great example of this is a Turning 65 Seminar, where you cover what client need to know when becoming Medicare-eligible. In this episode of the Agent Survival Guide Podcast, we cover the how you can effectively plan and hold a T65 event on any budget.

 

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Resources:

Community-Based Marketing for Insurance Agents

Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You

Ritter’s Preferred Partners

Rules for Hosting a Compliant Medicare Educational Event

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References:

Dunys, Laurent. “The Complete Guide to Creating a Budget for an Event.” Eventtia, 20 June 2025, www.eventtia.com/the-complete-guide-to-creating-a-budget-for-an-event/.

“Ritter Insurance Marketing - Unforgettable Marketing for Insurance Agents.” Remindermedia, remindermedia.com/ritter-insurance/. Accessed 14 July 2026.

Financial Seminar Services, www.financialseminarservices.com/. Accessed 14 July 2026.

 

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