EPISODE · Oct 6, 2025 · 11 MIN
Where It All Begins: Obtaining Permission to Contact for Medicare Sales
from Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow · host Sarah J. Rueppel | Ritter Insurance Marketing
Before it all happens, the appointment, finding the plan that fits, the sales pitch, agents first need to collect Permission to Contact (PTC). Discover when it’s required and how to compliantly acquire PTC. Read the text version Register with Ritter Insurance Marketing Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources: 3 Easy Ways to Build Your Insurance Sales Territory Digital Marketing for Insurance Agents: Our Top Tips to Boost Business Do’s and Don’ts of Medicare Compliance Field Notes on Digital Marketing Resources Insurance Agents as TPMOs: What CMS Compliance Regulation Mean for You IntegrityCONNECT Guidelines for Sharing Personal Beneficiary Data with Other TPMOS Modern Medicare Marketing for Today’s Agents FREE eBook DOWNLOAD PlanEnroll – Take Your Business to the Next Level Shop – Ritter Insurance Marketing The Definitive Guide to Getting Leads and Prospecting for Medicare Sales FREE eBook DOWNLOAD What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales References: “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 22 July 2025, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business. Telephone Consumer Protection Act 47 USC § 227, https://www.fcc.gov/sites/default/files/tcpa-rules.pdf. Accessed 9 Sept. 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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Before it all happens, the appointment, finding the plan that fits, the sales pitch, agents first need to collect Permission to Contact (PTC). Discover when it’s required and how to compliantly acquire PTC.
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Where It All Begins: Obtaining Permission to Contact for Medicare Sales
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