The Survivor’s AEP Checklist

10/09/2025 11 min Episodio 698
The Survivor’s AEP Checklist

Listen "The Survivor’s AEP Checklist"

Episode Synopsis

AEP 2026 will be here before you know it. We’ve broken down the path to a successful Annual Enrollment Period in 5 steps, tap that play button to find out what they are!
 
Read the text version
 
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Certification Center on Ritter Docs
Compliance Posts on the Ritter Blog
Compliance Tab in Ritter Docs
Get Registered with Ritter Insurance Marketing
Integrity Technology Training Schedule
Meet Your Sales Team at Ritter Insurance Marketing
Miramar:Agent
Pinpoint Global
Ritter Events Calendar
The Complete Guide on How to Sell Medicare Advantage Plans
The Complete Guide on How to Sell Prescription Drug Plans
The Ritter Agent Compliance Handbook
 
References:
“CMS 2025 Medicare Advantage and Part D Final Rule.” Federalregister.Gov, Centers for Medicare & Medicaid Services, www.federalregister.gov/documents/2024/04/23/2024-07105/medicare-program-changes-to-the-medicare-advantage-and-the-medicare-prescription-drug-benefit. Accessed 28 Aug. 2025.
“Medicare Advantage Communication Requirements.” Federalregister.Gov, Centers for Medicare & Medicaid Services, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 28 Aug. 2025.
“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 28 Aug. 2025.
“Part D Communication Requirements.” Federalregister.Gov, Centers for Medicare & Medicaid Services, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 28 Aug. 2025.
 
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance    
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.