The Survivor’s AEP Checklist episode artwork

EPISODE · Sep 10, 2025 · 11 MIN

The Survivor’s AEP Checklist

from Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow · host Sarah J. Rueppel | Ritter Insurance Marketing

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.

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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!

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The Survivor’s AEP Checklist

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This episode was published on September 10, 2025.

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