Medicare Sales Playbook

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 he...

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...

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...

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! Discove...

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 uni...

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, jus...

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...

Welcome to another episode of the Medicare Sales Playbook! Today, host Dallas Keithley sits down with Christian Brindle from Everything Senior Insurance for a game-changing discussion on how to grow and scale your Medicare business. Whether you're a brand-new agent or a seasoned pro, this episode is packed with actionable insights to help you build a business that stands the test of time. Key Topi...

Welcome to another episode of the Medicare Sales Playbook with your host, Dallas Keithley! 🎙️ In this episode, we're diving into the untapped potential of ancillary products like hospital indemnity plans, cancer riders, and home healthcare policies. Dallas is joined by Brandon Reid, VP of Sales at Heartland National Life Insurance Company, who shares his extensive industry knowledge and passion fo...

Are you ready to take your Medicare sales game to the next level? In this episode of the Medicare Sales Playbook, host Dallas Keithley welcomes industry standouts Sam Pretz and Hunter Powell from Senior Benefits Plus. These young, driven leaders share their journey of building a thriving Medicare business, the importance of mentorship, and how they're redefining client relationships with innovativ...

Join hosts Dallas Keithley and Matt Smith as they break down the fundamentals of running effective Medicare sales presentations. From building rapport to navigating drug lists and handling objections, this episode is packed with practical advice to help agents sharpen their skills. Topics Covered: Why first impressions matter in client interactions The dos and don'ts of asking about medications Bu...

In this episode of the Medicare Sales Playbook, host Dallas Keithley sits down with industry expert Cody Askins for an insightful discussion on pushing past limits, overcoming plateaus, and scaling your Medicare business. Cody shares essential strategies to help seasoned agents who feel like they've hit a ceiling, providing valuable insights on breaking through barriers, hiring the right team, and...

Welcome back to the Medicare Sales Playbook! In this episode, we're covering one of the most powerful strategies for growing your Medicare business – building a referral network. Dallas is joined by his mentor, Brian Askins, who has been a leader in the insurance industry for over 35 years. Brian shares his expert insights on creating a strong referral group that consistently delivers high-quality...

Welcome back to the Medicare Sales Playbook! In today's episode, host Dallas Keithley sits down with Paula Harrington from the Enrollment Store to dive into what makes her agency unique in the crowded Medicare market. Paula shares how her agency focuses on helping agents find purpose, build a supportive community, and succeed while making a difference in clients' lives. They explore the power of c...

In this episode, host Dallas Keithley is joined by Tony Holland, founder and CEO of Global Premier Benefits. Tony shares his inspiring journey from humble beginnings to becoming a successful entrepreneur in the Medicare insurance industry. They discuss the importance of mindset, the power of adversity, and the essential steps for building a thriving insurance business. Tony provides actionable ins...

In this episode, we're thrilled to welcome the incredible Norma Johnson, a Medicare pharmacist and founder of Johnson Health Advisors. Norma brings a wealth of knowledge about the ever-changing world of prescription drug plans (PDPs), especially in light of the Inflation Reduction Act. If you're a Medicare agent or client struggling to navigate Part D plans, this episode is a must-watch!   Norma s...

 In this episode, we're joined by a very special guest, Luke Acree, President of Reminder Media, to dive deep into marketing strategies for Medicare agents. With the Medicare market set to peak at 14,000 people turning 65 every day in 2025, now is the perfect time to set yourself apart.   In this insightful discussion, Luke shares practical strategies for building a memorable brand, leveraging swe...

Welcome back to the Medicare Sales Playbook! In this episode, your host Dallas Keithley dives into the importance of trust-building in the Medicare sales industry. We're joined by a special guest, Khris Bryan, owner of Anchor Financial Group and founder of Wealth Warriors. As a combat veteran, Khris brings a unique perspective to the financial services world. Tune in to hear his insights on transi...

In this episode of the Medicare Sales Playbook, we're diving deep into how social media, specifically TikTok, is transforming the Medicare sales industry. Our guest, Tim Smith of Smith Insurance Solutions, shares how he went from being hesitant about social media to generating hundreds of leads for his Medicare business each month. Tim reveals his strategies for creating engaging content, reaching...

Welcome back to the Medicare Sales Playbook! In today's episode, we're excited to have special guests Jennifer Harris and Adrienne Ostrus from Eldercare Insurance Services join us in the studio. With over 20 years of combined experience in Medicare, these experts share their insights on the tools and strategies that can help agents grow their business and stay compliant. We discuss the power of th...

Welcome back to the Medicare Sales Playbook, the go-to podcast for Medicare agents looking to elevate their game! In this episode, Dallas is joined by the passionate and knowledgeable Michael Bond from Serenity Insurance Group. With years of experience, Michael has transformed his Medicare business and is here to share his journey from being a top final expense agent to becoming a difference maker...

Welcome back to the Medicare Sales Playbook, hosted by Dallas Keithley! In today's episode, we're joined by the incredible Ray Hunter, owner of RH Financial Group. Ray shares his journey from corporate sales to becoming a leader in the Medicare insurance space, offering valuable insights on how to grow your Medicare business with integrity and passion.   In this episode, Ray discusses the power of...

As the Annual Enrollment Period (AEP) approaches, it's crucial to have a solid game plan in place to ensure you're fully prepared to maximize your Medicare sales. In this episode of the Medicare Sales Playbook, host Dallas Keithley  is joined by Brian Askins, CEO of Impact Legacy Group, to provide you with a step-by-step guide on how to get ready for AEP and make it your most successful season yet...

Welcome to another episode of the Medicare Sales Playbook, where we equip you with the strategies to grow your Medicare business, one play at a time. In this episode, host Dallas Keithley sits down with industry veteran Craig Burri, a man with a wealth of experience and stories that will both entertain and educate you.   Craig shares his journey from his early days in the Medicare field to his suc...

In this episode, host Dallas Keithley sits down with Pat Schmidt from Impact Legacy Group, a man who humorously claims to know the least about Medicare but has worked with more Medicare professionals than most. Together, they dive into how Pat has empowered medicare agents to add tens of thousands of dollars into their businesses, and how you can do the same.   Pat shares his journey with Impact L...