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Where It All Begins: Obtaining Permission to Contact for Medicare Sales

Where It All Begins: Obtaining Permission to Contact for Medicare Sales

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

October 6, 202511m 54s

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Show Notes

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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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.

 

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