Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

CMS Encourages Marketplace Carriers to Increase Agent Oversight and Implement Call Recording

CMS recently released guidance on call recording best practices for agents writing ACA plans in states on the Federal Marketplace. Learn more about the potential changes

ACA Agent Moratorium Lawsuits & Call Recording Best Practices + 2027 Medigap Deductibles

The Friday Five for October 30, 2026: CMS ACA New Agent Moratorium Update CMS Recommendation on ACA Call Recording for PY 2027 CMS Exchange Pre-Eligibility Verification

HSA-Eligible Health Plans: Benefits, Savings, and Sales Tips

With the passing of President Trump’s One Big Beautiful Bill, your clients may have questions about how health savings accounts may play into their healthcare costs. In t

The 2027 COLA Increase & How it Affects Your Clients

With 2027 right around the corner, the SSA has released their new numbers on what to expect for the cost-of-living adjustment and Social Security benefit checks. Here’s w

The Secret to Long-Term Success ft. Debbie Hoffman

Debbie Hoffman joins Sarah to talk about her journey as an independent insurance agent. Listen to learn about Debbie’s approach to building her agency and how she defines

2028 MA Proposed Rule, ACA Agent Moratorium Lawsuit & Epic’s Rx Marketplace

The Friday Five for October 23, 2026: Medicare Advantage Stakeholders Survey Results Epic Announces New Prescription Marketplace CMS Removes Duplicate Enrollments from A

How a CHOICE Partnership Can Support ACA Sales

Learn more about Custom Health Option and Individual Care Expense (CHOICE) Arrangements. These healthcare options (formerly known as Individual Coverage Health Reimbursem

Learning from Lost Medicare Insurance Sales

Nothing hits (or hurts!) quite like a lost sale. While it’s easy to focus on the loss, we choose to focus on solutions. Find out how you can too, and make lost opportunit

How to Prevent Insurance Agent Negligence

As an insurance agent, remaining compliant is a top priority in order to prove that you’re trustworthy to your clients. Today, we’re going to be teaching you what to look

Integrity Launches ACA EDE in IntegrityCONNECT

The Friday Five for October 16, 2026: Apple “Welcome Home” Event & Rumors CMS 2027 Medicare Advantage and Part D Star Ratings 2027 Social Security Cost-of-Living Adjustm

Rules for Hosting a Compliant Medicare Educational Event

Are you trying to plan a Medicare educational event, but you want to make sure you stay compliant? From agent do’s and don’ts to how to set up your educational event, we

Rules for Hosting a Compliant Medicare Sales Event

Sales events are a great way to generate Medicare leads. Learn best practices and how to stay CMS compliant while hosting a Medicare sales event in this episode!   Read

Understanding the ACA Marketplace Metal Tiers

When stepping into the ACA marketplace, you’ll obviously have a plethora of different plans to offer to your clients. What if we told you there was an easy way to break d

Can Insurance Agents Charge Consulting Fees for Medicare Sales or Services?

We all know that MA Plans are non-commissionable, but that doesn’t mean that you can’t be curious about making a sale. In this episode, we’ll be diving into payments and

Q4 ACA Sales Calendar

Are you ready for go-time? In this episode of the Agent Survival Guide podcast, we're covering the 4th quarter and the essential details, dates, and what it means now tha

Dental, Vision, and Hearing Insurance Sales: How, Who, and Why

As we get older, we have more time to experience what life has to offer. However, with age also comes wear and tear on certain senses. In this episode, we’ll be teaching

Content Corner: Spooky Season and All Things Pumpkin

Jeff is back for another Content Corner episode with Sarah!  Hear about the newest Content Library series and shareables for the month of October. No tricks – just spooky

$90 Rebate for Qualifying Medicare Beneficiaries

The Friday Five for October 9, 2026: 6 Days Until AEP 2027! 2026 Kindle Lineup & Accessories Medicare Advantage Mapped KFF MA Plan Options for CY 2027 $90 Rebate for Qua

Getting Started Selling Group Ancillary Benefits ft. Max Ravenelle

Ever wonder what it would take to branch out into group benefit sales? We did too, and Max Ravenelle, Director of Group Sales at Ritter Insurance Marketing was kind enoug

2027 Medicare Advantage & Part D Premiums, Enrollment, and Plan Trends

The Friday Five for October 2, 2026: CMS announces enrollment projections for Medicare Advantage, Medicare Advantage and Medicare Part D costs, and the general market out