For insurance agents, setting SMART goals is a great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.
Read MoreWhat's the best way to plan and explain funeral costs to my client? We'll show you a simple way to build a plan that your client will trust and feel comfortable with.
Read MoreIf you’re an insurance agent who sells Medicare plans, it’s time to consider how you need to adjust to better serve your clients and their changing needs.
Read MoreAre you looking for the best software for tracking your Medicare commissions? If you're partnered with a field marketing organization, there should be a way for you to access your Medicare commission statements for the business you write through the organization.
Read MoreWhat is the Medicare Part B Premium Giveback? A Part B Premium Giveback is the carrier’s coverage of a designated portion of an enrollee’s Part B premium.
Read MoreIf you're a Medicare sales agent who wants to earn money selling insurance all year-round, great news! It's entirely possible. Here are the top five insurance products to sell during lock-in.
Read MoreWe want to focus on the “why.” Why should you go about your insurance business in an ethical, compliant fashion?
Read MoreWhat's Inside Your Guide to Developing an Agency? We've created this guide to help both agents just starting an agency and those who have already established their own business reach optimal success. With all of the moving parts within this industry, we wanted to make sure you have the support you need while expanding your business.
Read MoreIf you're wondering how to become a Certified Insurance Counselor, then you have come to the right place. We’re here to break down what this certification is, how you can obtain it, and whether or not it would be beneficial to you and your business.
Read MoreThinking about getting an office space? If this is the case, let’s examine why having a designated external office space can be a great benefit.
Read MoreWhat is errors and omissions insurance and why do I need it? Errors and omissions insurance can help you mitigate the risks and costs that come with your profession.
Read MoreSelling D-SNPs may be a good route for you to take if you’re the kind of agent who likes to go above and beyond for your clients. If you think you have the right personality to sell D-SNPs, go ahead and add some plans to your portfolio.
Read MoreC-SNPs are a type of MA Special Needs Plan meant for individuals with certain persistent disabling conditions. If you are selling Chronic Condition Special Needs Plans (C-SNPs) then we've got the guide that you need to read!
Read MoreWondering how you can stay in touch with Insurance clients after a sale? We cover some of the how’s and why’s of keeping in touch with clients.
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