About the Thrive Tomorrow Lock-In Kit

The Thrive Tomorrow Lock-In Kit includes some amazing content for insurance agents selling Medicare! We hope you find these resources beneficial and encouraging throughout this year’s lock-in period. Be sure to bookmark this page, so it’ll be right at your fingertips and you can thrive this lock-in!

Keep Up the Momentum with Our Detailed eBooks

The Complete Guide on How to Sell Final Expense Insurance

The Complete Guide on How to Sell Final Expense Insurance

Death is a part of life. Are your clients and their families financially prepared for it? Learn how to successfully present final expense insurance in this free 57-page eBook that includes an effective final expense phone script and fact finder!

Download Now
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products

A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products

Cross-selling ancillary products to your Medicare clients is an excellent way to maximize your book of business and commissions, but where should you start? We introduce the different ancillary products, their ideal clients, sales pitch ideas, and more!

Download Now
The Complete Guide to Client Loyalty and Retention

The Complete Guide to Client Loyalty and Retention

Want to learn how you can keep your clients coming back for more? Check out our FREE guide on client loyalty and retention and see how it can boost your business!

Download Now

Learn More on the Blog!

portfolio

The Beginner's Guide to D-SNPs

August 20, 2024

Get our free beginners guide to Medicare D-SNPs. Learn what is a D-SNP and how to qualify for D-SNP eligibility. Whether you're new to D-SNPs or searching for information, it's time to fine-tune your selling techniques....

Read More

Documents and Resources

Knight School Prospectus

Comprised of self-guided modules, Knight School is an efficient training resource for agents looking to further their knowledge of the insurance industry.

Download Now

5 Clever Ways to Keep in Touch with Your Clients

Here we outline five key methods for staying in touch with your clients.

Download Now

Ritter Agent Training & Educational Resources

We put together a quick prospectus aiming to equip you with thorough, first-rate training opportunities and educational resources.

Download Now

RitterIM Fact Finder

A good fact finder helps you expose your clients’ insurance wants and needs and find out where their money lies. It also allows you to start a discussion about what you can help your clients accomplish, as well as gain their attention, trust, and even friendship.

Download Now

LTC & Life Insurance Prescreen Worksheet

This printable prescreening checklist is great for recording clients' health profiles.

Download Now

Check-In Email Template

We put together this succinct template to help aid in your email communications with clients.

Download Now

Check-In Phone Script

We put together this call script to help guide your telephonic communications with clients.

Download Now

Months of Medicare At a Glance Planner

Our planner designed for busy Medicare agents sets you off on your new sales year as soon as you download it.

Download Now

Ancillary Product Educational Flyers

This helpful package of ancillary flyers provides up-to-date coverage information for disability, hospital indemnity, cancer, long-term care, final expense and more!

Download Now
Complete Path 4 on Knight School

Complete Path 4 on Knight School

This interactive educational path is designed to help our seasoned insurance agents go beyond product fundamentals, expand their businesses, and dominate the industry.

Learn More
Customize CMS-Compliant Marketing Materials

Customize CMS-Compliant Marketing Materials

A one-stop shop where you can order your promotional products, print materials, and best of all, leads!

Learn More

Agents must register with Ritter and have at least one active contract through Ritter to purchase marketing materials on ShopRitterIM.com. Orders will be rejected if both requirements are not met.

Interested in more? Take a look at our Thrive Tomorrow AEP Kit.

AEP Kit