Taxes are normally a snooze fest, but the 1035 Exchange has us excited! Find out how this form can help your clients switch certain policies without penalty. Listen to learn more.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Twitter, https://twitter.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/
Resources:
4 Out-of-the-Box Long-Term Care Insurance Solutions: https://www.ritterim.com/blog/4-out-of-the-box-long-term-care-insurance-solutions/
4 Ways to Calculate Your Clients' Life Insurance Policy Needs: https://link.chtbl.com/ASG561
Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients: https://link.chtbl.com/ASG506
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Identifying Ideal Clients for LTCi: https://www.ritterim.com/blog/identifying-ideal-clients-for-ltci/
There’s More to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560
The Complete Guide on How to Sell Final Expense Insurance FREE eBook download: https://www.ritterim.com/final-expense-ebook/
What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums: https://link.chtbl.com/ASG568
References:
26 U.S. Code § 1035 – Certain exchange of insurance policies (Tax Code 1035): https://www.law.cornell.edu/uscode/text/26/1035
The Pension Protection Act of 2006 and How It Still Helps Retirement: https://www.investopedia.com/articles/retirement/06/ppa2006.asp
4 Effective Techniques for Closing Insurance Sales
How to Prepare for AEP Like a Pro
Best Practices for Conducting an Interview featuring Dylan Cook
2023 Medicare Advantage Enrollment Stats & 2024 CMS Projected Part D Premiums
Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media
Community-Based Marketing for Insurance Agents
FAQs About ACA Certification and Training
ACA 101: Selling Under-65 Health Insurance
Proposed Rule on Mental Health Parity and Addiction Equity Act
Agent Apps | Mobile Mystery Games
How to Organize a Turning 65 Seminar on a Budget
Proposed Changes for STC and Hospital Indemnity Plans, Spotify partners with Calm, & More
What Does ’Ready-to-Sell’ Mean for Medicare Agents?
Agent Apps | Language Translation Apps
AHIP Test Tips and Tricks for Medicare Certification
The Survivor’s AEP Checklist
The latest on inflation, Ritter Summits lineup, & more!
2024 Medicare Advantage and Part D Certification Info
CMS Revises Medicare Drug Negotiations, $35 Cap on Part B Insulin, & Instagram Threads Launch
FAQs About NABIP Medicare Certification
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money