Medicare Sales Playbook
The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community. It's about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financial success. Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their 'why' and achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey toward becoming a standout agent in the Medicare insurance world.
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Selling Medicare: How to Get Ahead of AEP and Protect Your Book
07/10/2025
Selling Medicare: How to Get Ahead of AEP and Protect Your Book
In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith tackle the most important prep work agents should be doing now to dominate AEP. From AHIP certifications and carrier certs to CRM strategies, community relationships, and client retention — they cover it all. ✅ How to breeze through AHIP without the stress ✅ Key certification tips that save you hours ✅ Why less is more when it comes to carrier appointments ✅ How to build your AEP hopper — even on a tight budget ✅ Relationship-based marketing strategies for new agents ✅ How experienced agents can protect their book and drive referrals ✅ Pro tips on client communication, CRM management, and outreach timing 📣 Don't wait until October! The time to prepare is now. Whether you're a rookie or a seasoned agent, this is your playbook for AEP success. 👇 Drop your favorite takeaway in the comments! 📬 Register for our next Medicare Sales Playbook BootCamp:
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Selling Medicare: Real Talk on Medicare Sales Strategies That Work with Leonora Mansour
07/03/2025
Selling Medicare: Real Talk on Medicare Sales Strategies That Work with Leonora Mansour
This episode of The Medicare Sales Playbook dives into the heart of what separates a good agent from a great one — empathy, presence, and true connection. Host Dallas Keithley sits down with Medicare specialist Leonora Mansour of Trustworthy Financial to talk about how her background, life experiences, and intentional listening skills have allowed her to build lasting client relationships and create standout success in the industry. Whether you're brand new or a seasoned agent, you'll learn: How to instantly differentiate yourself in a noisy telesales market What “being present” actually looks like in a sales conversation How empathy opens doors (and hearts) in Medicare sales How to build trust and retention through vulnerability and storytelling Practical ways to handle A-type personalities and build rapport 🔥 If you want to level up your communication, your connection, and your client retention — this one’s a must-watch. 🚀 Register for our next Medicare Sales Playbook BootCamp: [Insert BootCamp Link] Don’t forget to like, subscribe, and share this with another agent who's ready to grow their Medicare business with heart.
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Selling Medicare: How Storytelling Can Explode Your Medicare Sales
06/26/2025
Selling Medicare: How Storytelling Can Explode Your Medicare Sales
Welcome back to the Medicare Sales Playbook! In this powerful episode, Dallas Keithley sits down with Tim Colson, founder of Tri-State Legacy Group, to talk about the power of storytelling in Medicare sales and how real-life experiences can transform your business and build deep client trust. Tim opens up about his personal journey, the loss of his parents, and how those experiences shaped the purpose behind his agency’s mission. You'll learn why stories matter, how to craft and share your own, and why relatability builds credibility. Whether you're new to Medicare or a seasoned agent looking to improve retention and connection, this episode is packed with wisdom and real talk you don’t want to miss. Tim also shares tactical advice on how to adopt the Hero’s Journey framework to structure meaningful stories that engage prospects and increase conversions. He emphasizes that even if you feel like you don’t have a personal story, you can borrow one from a teammate or client experience to create emotional impact. From seminar strategies to finding purpose in the hard days, this conversation is a masterclass in turning life lessons into a sales superpower. Get ready to walk away with actionable insights and renewed motivation to serve clients with authenticity and heart. 📥 Register for our next Medicare BootCamp:
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How to Sell Medicare: Courage, Consistency, and Closing: Lessons from Marine to Medicare CEO
06/19/2025
How to Sell Medicare: Courage, Consistency, and Closing: Lessons from Marine to Medicare CEO
What do firefighting, the Marines, and Medicare sales have in common? Mike Hall. In this incredible episode, host Dallas Keithley sits down with the CEO of Trustworthy Financial, Mike Hall, whose journey from public service to financial freedom will challenge your excuses and ignite your passion. From overcoming self-doubt as a C student, to building a thriving Medicare agency, Mike unpacks what it takes to succeed in this business—and in life. 🔥 Learn how to: Leverage past challenges as fuel for success Develop a routine that aligns with your long-term goals Build a Medicare agency that offers both freedom and financial security Stay consistent even when motivation fades Discover your “why” through action—not perfection 💥 Don’t miss Mike’s take on how to truly lead others by first leading yourself. 📩 Know someone who should be on the podcast? Suggest a guest or submit a topic at
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How to Sell Medicare: Why Medicare Agents Fail to Close Deals (And How to Fix It!)
06/12/2025
How to Sell Medicare: Why Medicare Agents Fail to Close Deals (And How to Fix It!)
In this episode of the Medicare Sales Playbook, Dallas and Matt unpack the most common reasons agents struggle to convert Medicare appointments into enrollments. From creating objections before clients even speak, to selling with your own wallet or preference, to skipping the crucial step of asking clear closing questions — this episode dives deep into the habits that are quietly killing your close rate. You’ll walk away with practical strategies to turn information into influence, education into enrollment, and hesitation into action. Whether you're brand new or 20 years in, this conversation will sharpen your sales edge and reignite your confidence. 📍 Want to attend a bootcamp? It’s free! 👉 Register here:
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Selling Medicare: The Hidden Truth About Rate Hikes and Carrier Exits
06/05/2025
Selling Medicare: The Hidden Truth About Rate Hikes and Carrier Exits
Are Medicare Supplements going away? What’s behind the commission cuts and the sudden carrier exits? In this game-changing episode of the Medicare Sales Playbook, Dallas Keithley sits down with one of the sharpest minds in the industry—Andrew Saul—to unpack the truth behind Medigap pricing, carrier shakeups, and the hidden strategies no one is talking about. If you’re a Medicare agent who wants to do right by your clients while building a sustainable book of business, you can’t afford to miss this. Andrew reveals the "Chart A Rotation Strategy" that’s quietly upending Medigap markets and the elephant-in-the-room losses that will drive up your clients' premiums. Learn how to ethically guide seniors through these changes, protect their financial future, and position yourself as a true Medicare professional. 📌 Drop a comment, like & subscribe to stay in the loop. 📌 Submit guest & topic requests at: 🎧 Listen & watch on all platforms: YouTube | Spotify | Amazon Music
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Selling Medicare: How Top Medicare Agents Keep Clients for Life
05/29/2025
Selling Medicare: How Top Medicare Agents Keep Clients for Life
🔥 This episode of the Medicare Sales Playbook is packed with real strategies you can implement TODAY to keep your clients, grow your business, and build real residual income! We dive into why retention beats acquisition, how to play the long game in Medicare, and introduce the CARE Method: Connect Advocate Review Educate 🎯 You’ll learn: Why your clients don’t stay just because they “love” you How to be top of mind in a sea of Medicare noise Why the real money is in year 3 and beyond Tangible tools like handwritten cards, scheduled check-ins, and language shifts that lead to trust and referrals 🎁 Whether you're a brand new agent or a seasoned pro, this episode is your retention masterclass. Plus, we’re hitting cities across the country with our FREE Medicare BootCamps. Join us! 📅 Register for our next Meidcare Bootcamp:
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What It Takes to Run a Successful Independent Medicare Agency in 2025
05/22/2025
What It Takes to Run a Successful Independent Medicare Agency in 2025
Welcome back to Medicare Sales Playbook! In this episode, Matt Smith sits down with Josh Burns—agency owner of Capstone Insurance & Financial Group in Brandon, MS—for a powerful conversation on building culture, recruiting the right agents, and thriving as an independent agency. Josh shares his journey from martial arts school operator to captive agent, and ultimately, to a successful independent Medicare-focused agency owner. From starting over multiple times to managing 1,000+ clients and growing a team of hand-selected agents, Josh’s experience is rich with insights every Medicare and life insurance agent should hear. 🔥 Topics Covered: Captive vs. Independent agency transition What Josh looks for when recruiting new agents How he trains his team for success in Medicare seminars How his agency wrote $650K+ in annuities at a single event Why the right culture trumps headcount If you're building an agency or looking to grow in the Medicare space, this episode will give you the tools and motivation to take your next step. 🌐 Learn more at: 💬 Like, subscribe, and comment if you enjoyed the episode or want to recommend a future guest!
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Selling Medicare: David Price Reveals How to Scale Your Insurance Business, Build Teams and Earn Millions
05/15/2025
Selling Medicare: David Price Reveals How to Scale Your Insurance Business, Build Teams and Earn Millions
In this powerful episode of the Medicare Sales Playbook, Dallas sits down with business builder and elite recruiter David Price to discuss how he went from growing up in poverty to earning over $1 million in just 36 months as a licensed insurance agent. David shares how he scaled his business, built high-performing teams, and why Medicare is his next big move. ✅ Learn how to go from producer to business owner ✅ Understand the mindset shift that unlocks massive growth ✅ Discover why ex-addicts and former servers are thriving in sales ✅ How to build systems that create freedom—and why most agents never do ✅ Plus: David's recruiting secrets, team-building tips, and leadership development insights 🚨 Don’t miss this chance to learn from someone who’s actually done it—and now wants to show you how. 👉 Visit our NEW website: Submit questions, suggest guests, and register for an upcoming Medicare Sales BootCamp!
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How to Sell Medicare: What We Wish We Knew Day One
05/08/2025
How to Sell Medicare: What We Wish We Knew Day One
Get ready to laugh, cringe, and learn as Dallas Keithley and "Medicare" Matt Smith get real about how they stumbled into the Medicare world and what their first year in the insurance business really looked like. From getting fired to awkward seminars, avoidance behavior to game-changing breakthroughs — this episode covers it all. If you're a new agent wondering if you're doing it wrong... you’re not alone. ✅ Hear their biggest first-year mistakes ✅ Learn what finally "clicked" and led to success ✅ Find out why avoiding the work feels like work ✅ Learn how mentorship and action changed the game ✅ Discover the power of just doing something 🎯 Takeaway: This business is hard... until it’s not. Get uncomfortable, get in front of people, and keep moving forward. 🚨 Want to level up your Medicare sales? Join pur FREE Medicare Bootcamp here:
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Selling Medicare: Invest in Yourself and Dominate Medicare Sales in 2025
05/01/2025
Selling Medicare: Invest in Yourself and Dominate Medicare Sales in 2025
In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith dive deep into what it really means to invest in yourself as a Medicare agent. From the importance of reading and ongoing self-education, to mentorship and time ownership, this episode is your blueprint for leveling up your business and personal growth. You’ll also hear details about our upcoming FREE half-day Medicare Bootcamps in St. Louis (May 13) and Kansas City (May 14), designed to give you practical tools you can immediately apply in your business. 🔑 Topics Covered: The ROI of betting on yourself Three ways reading can rewire your productivity How mentorship creates momentum Building gravitational pull in your business Why owning your calendar can make or break your success The difference between a hype man and a mentor Practical takeaways you can start using today 🆓 Secure your seat at our free BootCamp and take your Medicare sales to the next level: 👉 👍 Like, Subscribe & Comment – let us know what you're reading, how you're investing in yourself, and what topics you'd love to hear on the next show!
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Selling Medicare: Medicare Seminars that Convert: The Playbook for 2025
04/24/2025
Selling Medicare: Medicare Seminars that Convert: The Playbook for 2025
🎙️ In this episode of the Medicare Sales Playbook, Dallas Keithley and Medicare Matt Smith break down everything you need to know about hosting successful Medicare seminars. From securing the perfect venue to nailing your follow-up game, this episode is a step-by-step masterclass on generating consistent leads outside of AEP. Whether you're a new agent trying to get in front of more clients or a seasoned pro refining your outreach system, this episode is packed with humor, hard-earned lessons, and real marketing strategies that work. 🔑 Topics Covered: Why seminar marketing still works in 2025 How to attract turning-65 prospects (even the "plate lickers") Secrets to high-converting Medicare seminar presentations Response rates, cost breakdowns, and timeline tips Why follow-up is everything 📅 BootCamp Dates Mentioned: ➡️ May 13 – St. Louis ➡️ May 14 – Kansas City …and more cities to come! 💬 Want help launching seminars in your market? 👉 📥 Join the waitlist for our next Telesales BootCamp:
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Selling Medicare: How to Handle ANY Medicare Objection with This 3-Step Formula
04/17/2025
Selling Medicare: How to Handle ANY Medicare Objection with This 3-Step Formula
In this episode of the Medicare Sales Playbook, hosts Dallas Keithley and Matt Smith dive deep into the real reasons Medicare prospects say “no”—and how you can turn those temporary objections into sales success. Learn the 3 A’s of Objection Handling: ✅ Agree with the client ✅ Answer the real concern ✅ Ask the right follow-up Discover how to identify whether an objection is based on Need, Like, or Cost—and how to respond to each with confidence and care. Whether you're getting “I need to think about it,” “I don’t have time,” or “I don’t need this,” you’ll walk away with actual word tracks and strategy to close more sales without sounding pushy. 🔥 Plus: Bootcamp Tour Announcement! We’re coming to St. Louis on May 13 and Kansas City on May 14 with our live Medicare Sales Playbook Bootcamp! This is real, practical sales training—not just another rah-rah event. Stay tuned for registration details here and on our socials! 👇 Drop your toughest objections in the comments and we might tackle them in an upcoming episode.
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Selling Medicare: How to Be a Complete Coverage Agent and Keep Clients for Life
04/10/2025
Selling Medicare: How to Be a Complete Coverage Agent and Keep Clients for Life
🎙️ Dallas Keithley sits down with Amy Bock, Regional Sales Manager at GTL, to talk about how to become a complete coverage agent. In this power-packed conversation, Amy breaks down how to confidently educate clients on ancillary products, fill coverage gaps, and retain clients for the long haul. ✅ Learn how to sell with confidence ✅ Get comfortable having uncomfortable conversations ✅ Discover how to position hospital indemnity & home healthcare ✅ Protect your clients and your book of business ✅ Increase referrals by doing the right thing If you’re ready to stop selling just Medicare Advantage and start building lasting protection for your clients, this episode is a must-watch. 📩 Connect with Amy Bock: [email protected]
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Selling Medicare: How Caroline Trecartin Built a 6-Figure Insurance Career
04/03/2025
Selling Medicare: How Caroline Trecartin Built a 6-Figure Insurance Career
In this inspiring episode of the Medicare Sales Playbook, host Dallas Keithley sits down with rising star Caroline Trecartin, who shares her incredible journey from pre-med student to top-producing life insurance agent—and her bold leap into the world of Medicare sales. 💥 Caroline opens up about the tough conversations with her dad, what it was like to leave behind a "secure" career path, and how she built a six-figure life insurance business—only to pivot into Medicare with purpose and passion. 🚀 She breaks down the importance of mentorship, how to master Medicare seminars, and why your surroundings determine your ceiling. Whether you're brand new to insurance or thinking of switching lanes, this is an episode you don’t want to miss. 🔔 Don’t forget to like, comment, and subscribe for more sales strategy, personal growth, and behind-the-scenes stories from the field.
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Top Medicare Sales Strategy for 2025: How to Read Clients and Increase Medicare Sales
03/27/2025
Top Medicare Sales Strategy for 2025: How to Read Clients and Increase Medicare Sales
In this high-impact episode, we sit down with Brian Thompson of Peritia Advisors—a Medicare pro who’s built a powerhouse agency from scratch and isn’t slowing down. Brian shares how cross-selling has transformed his business, his four-product rule for every appointment, and how understanding personality types can make or break a sale. We’ll talk about: ✔️ Why cross-selling is a must (and how to do it ethically) ✔️ How to increase client retention and persistency ✔️ The simple personality test that helps tailor every presentation ✔️ How Brian turns one appointment into 13 policies ✔️ The psychology behind selling—without feeling “salesy” Whether you're new to the game or a seasoned pro, this episode will give you actionable insights to grow your Medicare business one play at a time. 📞 Interested in joining Brian’s team or connecting with him? Call/Text: (319) 899-8222 📍 Based in Ely, Iowa — now building in 46 states! 💡 Like, comment, and share to help us grow this channel and reach more Medicare agents like you. Got a guest recommendation? Drop it in the comments! 🎧 Subscribe to never miss an episode of the Medicare Sales Playbook.
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How to Succeed in Medicare Sales with NO Leads & NO Budget
03/20/2025
How to Succeed in Medicare Sales with NO Leads & NO Budget
🔥 Welcome back to the Medicare Sales Playbook! In this powerful episode, host Dallas Keithley sits down with Christina Perez, founder of Perez Financial Group, to unpack her 17-year journey in Medicare sales and how she’s built a thriving agency from scratch. Christina shares actionable insights for new agents and growing agencies, including: ✔️ How to go from ZERO clients to a thriving Medicare book of business ✔️ The importance of mentorship, being coachable, and asking the RIGHT questions ✔️ How to find clients when you have NO budget for leads ✔️ Scaling smart: When to hire, get a CRM, and build your internal team ✔️ The difference between licensed agent employees vs. independent agents Christina also reveals her grassroots marketing strategies, the mindset shift from employee to business owner, and how to build lasting client relationships by becoming a trusted resource in your community. If you're ready to level up your Medicare sales game, this is your playbook! 👉 LIKE, COMMENT, & SUBSCRIBE for more practical sales strategies and inspiring stories to help you WIN in the Medicare market! 🔗 Connect with Christina Perez: 📞 (956) 540-7521 📧 [email protected]
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How to Sell Medicare: This Medigap Plan Will Change Your Sales Strategy FOREVER!
03/13/2025
How to Sell Medicare: This Medigap Plan Will Change Your Sales Strategy FOREVER!
Welcome back to the Medicare Sales Playbook! 🎉 In this special episode, we celebrate one year of delivering top-tier Medicare sales insights! 🏆 Thank you for sticking with us for 52 episodes—we truly appreciate your support! 🙌 This week, Dallas Keithley is joined by Andrew Saul, Sales Director at Physicians Mutual, for an eye-opening discussion on Medicare Supplements vs. Medicare Advantage. They dive into: ✅ Why educating your clients is more important than selling ✅ The biggest mistakes agents make when presenting Medigap ✅ How to differentiate yourself in the industry with an innovative approach ✅ The best-kept secret in Medicare sales—the Innovative Plan G 🏆 🔹 Are you selling with your wallet? Learn why you should never assume what your clients can or can’t afford! 🔹 Retention is everything! Discover how proper research and planning can keep clients on your book for life. 🔹 Want a competitive edge? Learn about a Medigap plan no one else is talking about! 📩 Interested in learning more about Physicians Mutual and their innovative plans? 📧 Contact Andrew Saul at [email protected] 🎥 Subscribe for weekly episodes packed with insights on Medicare sales! 📢 Like, comment, and share with your fellow agents! #MedicareSales #MedicareSupplements #MedicareAdvantage #InsuranceSales #Medigap #SalesTraining #PhysiciansMutual #MedicareAgent
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Selling Medicare: How to Retain Clients and Maximize Residual Income!
03/06/2025
Selling Medicare: How to Retain Clients and Maximize Residual Income!
Retention is the key to long-term success in Medicare sales! In this episode of the Medicare Sales Playbook, hosts Dallas Keithley and “Medicare” Matt Smith break down the best strategies to keep your clients for the long haul. 💡 Topics Covered in This Episode: ✔️ Why client retention is more cost-effective than new client acquisition ✔️ How to build strong relationships with clients from the very first interaction ✔️ The importance of taking detailed notes and remembering personal details ✔️ Proven methods for keeping clients engaged year-round ✔️ How to navigate OEP and AEP like a pro ✔️ The power of social media and client appreciation events 🔔 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more actionable Medicare sales tips! 💬 How do you retain your clients? Drop your strategies in the comments! 📢 Follow Us for More Medicare Sales Strategies: 📌 Subscribe to the channel: 📌 Follow us on social media: 📌Facebook: 📌Instagram: 📌LinkedIn: 📌TikTok: #MedicareSales #ClientRetention #InsuranceSales #MedicareAgents #ResidualIncome #MedicareMarketing
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How to Sell More Medicare Plans Using Simple Math Strategies
02/27/2025
How to Sell More Medicare Plans Using Simple Math Strategies
Are you effectively using Medicare math to help your clients make informed decisions? In this episode of the Medicare Sales Playbook, host Dallas Keithley and guest Matt Smith break down how to explain Medicare Supplement plans and compare them to Medicare Advantage options. 🔢 Topics Covered: How to calculate and present Medicare costs to clients The difference between Medicare Supplements (Medigap) and Medicare Advantage Why some clients prefer predictability over lower premiums How to overcome objections and educate, not persuade The power of hospital indemnity plans and how they can enhance an MA plan A simple strategy to move clients from Plan F to Plan G for potential savings 💡 Key Takeaways: ✔️ Learn how to break down Medicare costs so clients can clearly see their options ✔️ Understand why wealth isn't always the deciding factor in plan selection ✔️ Discover how to combat common objections with easy-to-follow math strategies ✔️ See real-world examples of Medicare cost breakdowns in action 🎯 Whether you're a new agent or a seasoned pro, this episode will help you improve your client presentations and increase your Medicare sales—one play at a time. 📩 Got questions? Drop them in the comments! 👍 Like, subscribe, and share to help more agents master the Medicare game!
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How to Sell Medicare the Right Way: Avoid These Costly Mistakes!
02/20/2025
How to Sell Medicare the Right Way: Avoid These Costly Mistakes!
Welcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and Matt Smith break down key strategies for boosting your Medicare sales, improving client conversations, and maximizing cross-selling opportunities. 🔹 Topics Covered in This Episode: ✅ How to use the IRMAA Chart to navigate premium discussions ✅ Cross-selling tips – how to introduce additional products naturally ✅ The importance of asking the right questions to uncover client needs ✅ "Eat the Frog" – tackling the toughest sales conversations first ✅ Taking control of the meeting while still letting the client lead ✅ How to confidently educate rather than just sell 💡 Whether you're a new agent or a seasoned pro, these insights will help you refine your approach and close more deals with confidence. 📢 If you found this episode helpful, don’t forget to: 👍 Like this video 💬 Drop your thoughts and questions in the comments 🔔 Subscribe & turn on notifications for more Medicare sales tips 📌 Let us know what topics you want to see next! Who should we bring on the show? What’s your biggest challenge in Medicare sales? Comment below! 👇 #MedicareSales #InsuranceAgent #MedicareTraining #InsuranceSales #SalesTips #MedicareAdvantage #InsuranceMarketing
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How to Sell Medicare: The Secret to Growing a Thriving Medicare Business
02/13/2025
How to Sell Medicare: The Secret to Growing a Thriving Medicare Business
Welcome back to the Medicare Sales Playbook! 🎙️ Your host, Dallas Keithley, is here with another powerhouse episode featuring the inspiring Letisha Jackson of Jackson Insurance Group! 🚀 In this episode, we dive deep into: ✅ The power of adaptability in Medicare sales ✅ How personal accountability can elevate your success ✅ The transition from insurance agent to agency owner ✅ The importance of intentionality & business planning ✅ What makes a successful insurance agency and how to build one Letisha shares her journey from struggling to keep the lights on to building a thriving agency, all while mentoring agents and changing lives. If you’re ready to take your Medicare business to the next level, this episode is for you! 💡🔥 🔔 LIKE, COMMENT, & SUBSCRIBE! Your feedback helps us bring you the content you need to grow your business! 💬 Drop your questions in the comments! We’ll be answering them in future episodes! 📍 Connect with Letisha Jackson: 🌐 Website: JacksonInsuranceGroup.com 📧 Email: [email protected] 📲 Instagram: @LetishaJackson 📘 Facebook: @JacksonInsuranceGroup 🚀 Looking for mentorship and guidance in Medicare sales? Letisha is searching for 5-7 committed agents to build something incredible together in 2025. If that’s you, reach out!
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How to Get More Medicare Clients NOW
02/06/2025
How to Get More Medicare Clients NOW
Welcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and Matt Smith dive into the two key types of marketing every Medicare agent needs to understand: long-term vs. immediate marketing strategies. ✅ Are you relying too much on long-term marketing? ✅ Do you need more leads NOW to stay afloat in the short term? ✅ Want to know how top agents balance both for maximum success? We’re breaking it all down in this episode to help you build a sustainable business while ensuring you’re making sales TODAY. 📌 BIG ANNOUNCEMENT: We’re coming to Chicago on February 19th for a Medicare Seminar Boot Camp! We’ll cover: How to host a Medicare seminar 2025 rule changes and how they impact your business Strategies to adapt and thrive in the evolving Medicare market 💡 If you're in the Chicago area (or can drive there), don’t miss out! Stay tuned for details and registration links. 🔗 Follow us on social media for updates and resources! 👍 Like, Comment, and Share this video to help more agents grow their Medicare business! #MedicareSales #InsuranceMarketing #MedicareSeminars #InsuranceAgentSuccess #SalesPlaybook
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How to Win in Medicare Sales: Secrets We Wish We Knew Day One!
01/30/2025
How to Win in Medicare Sales: Secrets We Wish We Knew Day One!
Welcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and Matthew Smith break down the biggest lessons they’ve learned in their Medicare careers—the things they wish they had known when they first started. From understanding the real opportunity in Medicare, knowing when to cross-sell, to how to market with no money, this episode is packed with valuable insights that can help you skip the learning curve and grow your Medicare business faster. 💡 Topics Covered: ✅ The #1 thing every new agent should know ✅ Captive vs. Independent – Which is right for you? ✅ The biggest mistakes agents make & how to avoid them ✅ How to generate leads when you’re just starting out ✅ The best time to start recruiting & building your agency 📢 Drop a comment below and let us know: What’s one thing YOU wish you knew when you started in the Medicare business? Your insight could help another agent! 🔥 Subscribe now for more Medicare sales strategies, training, and real-world tips from industry experts! 🔔 Don’t forget to like, comment, and turn on notifications so you never miss an episode!
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How to Sell Medicare: Top Tips for Scaling Your Business in 2025
01/23/2025
How to Sell Medicare: Top Tips for Scaling Your Business in 2025
Discover how to build, scale, and potentially exit your Medicare agency with insights from Mike Mathweg on the Medicare Sales Playbook! Join host Dallas Keithley as they dive deep into proven strategies, actionable steps, and systems that can help you transform your Medicare business. From hiring the right team and creating efficient SOPs to determining the best time to buy or sell an agency, this episode is packed with expert advice tailored for agents at every stage of their journey. Whether you're just starting out or you're a seasoned agency owner looking to scale, Mike shares his personal story of growing from scratch to a successful exit within five years, all while providing practical advice you can apply immediately. Learn how to overcome common challenges, implement the right tools, and focus on income-generating activities to drive long-term success. Key Topics Covered: ✔️ How to effectively hire and delegate. ✔️ The importance of SOPs for scalability. ✔️ When and how to buy or sell an agency. ✔️ Building a business that thrives without you. ✔️ Staying focused on your "why" and growing your dream. Don’t miss out on these valuable insights from one of the industry's top minds! Make sure to like, comment, and share this episode to help other agents achieve their goals. 🔗 Connect with Mike Mathweg: 🌐 : IG: @MikeMathweg FB: Mike Mathweg 📺 Subscribe for more actionable tips to grow your Medicare business!
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Selling Medicare: Strategies for Building a Thriving Medicare Business
01/16/2025
Selling Medicare: Strategies for Building a Thriving Medicare Business
Welcome back to the Medicare Sales Playbook! 🎙️ Hosted by Dallas Keithley and joined by the knowledgeable and insightful Matt Smith, this episode dives deep into strategies for building a successful Medicare business through Centers of Influence (COI). 💡 What’s Covered in This Episode? Defining "Centers of Influence" and why they’re vital for your success How to find mentors and business partners who genuinely want to see you succeed Key qualities to look for in a COI: honesty, ethics, experience, and more The importance of accountability, business structure, and avoiding common pitfalls Practical steps to build lasting professional relationships that lead to growth 🚀 Whether you’re a new agent or a seasoned pro, this episode is packed with actionable insights to level up your Medicare business. 📌 What’s Your Experience? We want to hear from YOU! Who are your Centers of Influence? How have they impacted your business? Drop your thoughts in the comments—your story could inspire others! 👉 Don’t forget to: Like the video 👍 Subscribe for more insider tips 🛎️ Share this episode with someone who needs to hear it! Stay connected for more content to help you grow and thrive in the Medicare space!
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How to Sell Medicare: Using TikTok to Generate Free Leads
01/09/2025
How to Sell Medicare: Using TikTok to Generate Free Leads
Are you ready to take your Medicare sales strategy to the next level? In this episode of the Medicare Sales Playbook, host Dallas Keithley sits down with returning guest Tim Smith (aka "Tim the Medicare Man") to discuss the incredible power of TikTok and social media for generating leads. Tim shares his proven system that generated 2,800 leads in just one month—without running a single ad! Discover: The three-part video structure Tim uses to hook viewers, deliver value, and drive action. Why TikTok is the most underutilized marketing platform for insurance agents. How even those unfamiliar with social media can dominate with consistent effort. From perfecting your setup to creating content that resonates, this episode is packed with actionable tips for insurance agents looking to grow their business through social media. Don’t miss Tim's advice on creating engaging content and his surprising insight into why simplifying your message can lead to massive success. 🎥 Follow Tim Smith on TikTok: @TimTheMedicareMan 📖 Join Cody Askins’ Social Selling System: CodyAskins.com/ssc
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How to Sell Medicare: Rocky Garza on Habits, Goals, and Winning as a New Agent
01/02/2025
How to Sell Medicare: Rocky Garza on Habits, Goals, and Winning as a New Agent
Welcome to The Medicare Sales Playbook! In today’s episode, host Dallas Keithley sits down with the dynamic and transformative speaker, Rocky Garza, to unpack the foundations of success in Medicare sales and beyond. This episode is packed with insights on personal growth, goal-setting, and mastering daily habits to build a thriving business while maintaining balance in life. Rocky shares his unique "365 Formula," which explains why most people fail to hit their goals and emphasizes the importance of creating personal affirmations rooted in truth and goodness. This episode is for new agents looking to crush their first year and anyone needing clarity on their purpose and goals. 🔑 Key Topics Covered: The power of daily activity and consistent habits How to set realistic, meaningful personal goals Overcoming limiting beliefs and embracing your unique strengths Building a sustainable business foundation And so much more! Website: RockyGarza.com Instagram: @RockyGarza LinkedIn: Rocky Garza 👉 Don’t forget to like, comment, share, and subscribe to help others grow their Medicare sales careers!
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Selling Medicare: How to Build a Successful Medicare Insurance Agency
12/26/2024
Selling Medicare: How to Build a Successful Medicare Insurance Agency
Welcome to another episode of the Medicare Sales Playbook! Join Dallas Keithley and special guests Rusty, Michelle, and Sydney Noel of Insurance Educators as they share their inspiring journey from education to building a thriving Medicare insurance business. Hear about their struggles, triumphs, and strategies for success during AEP (Annual Enrollment Period). Whether you're a seasoned agent, just starting, or considering the family business, this episode is packed with practical insights to help you grow your Medicare book and serve clients effectively. 📝 Topics Covered: Transitioning from education to insurance Balancing work and family in the business Proven strategies for building and retaining a Medicare client base What it takes to train and mentor new agents Why serving clients is the key to sustainable growth 📞 Contact Insurance Educators: 📧 Email: [email protected] 📞 Office: (417) 218-0088 🌐 Follow Insurance Educators: Facebook: Insurance Educators Website: Coming Soon! 👍 Don’t forget to like, comment, and share this episode with others who might benefit from it! Subscribe to the channel for weekly tips, tools, and stories to elevate your Medicare sales game.
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How to Sell Medicare: The Secret to 1,000+ Medicare Clients
12/19/2024
How to Sell Medicare: The Secret to 1,000+ Medicare Clients
Welcome back to Medicare Sales Playbook! 🎙️ In this episode, host Dallas Keithley sits down with Caitlin Sheffy, a rising star in the Medicare telesales world from Texas. Caitlin shares her inspiring journey from a house fire to helping over 1,000 clients navigate Medicare in just three years. This episode is packed with actionable insights for agents looking to grow their business, improve their skills, and put clients first. Key Topics Covered: How Caitlin transitioned from a captive agent to an independent one Using dental and vision leads to unlock bigger Medicare opportunities Building trust and listening to clients’ needs The importance of studying your product and staying organized Preparing for AEP with automations and PDP cross-selling Caitlin’s dedication to her craft and client-first approach will inspire agents at any stage of their career. Don’t miss this opportunity to learn from one of the best in the business! 📧 Connect with Caitlin: Phone: (512) 842-7555 Email: [email protected] Don’t forget to like, comment, and subscribe for more content to help grow your Medicare business!
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