Medicare Sales Playbook

Medicare Sales Playbook

Business EN ↓ 122 episodes

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 stand...

Author

Medicare Sales Playbook

Category

Business

Podcast website

sites.libsyn.com

Latest episode

Jul 9, 2026

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Episodes

How to Sell Medicare: Mastering Team Building for Success 08.08.2024

Welcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and co-host "Medicare" Matt Smith dive into a crucial topic: "Why Can't I Grow? Understanding and Overcoming Barriers to Building a Successful Team." They discuss practical tips and personal experiences to help you grow your Medicare sales team effectively. Whether you're a seasoned agent or just starting, this training...

How to Sell Medicare: The Power of Relationships in Medicare Sales 01.08.2024

Welcome to another episode of the Medicare Sales Playbook with your host, Dallas Keithley! We hope you're having an amazing week, and we're here to make it even better by bringing you some valuable insights today. We appreciate you tuning in because your time is incredibly valuable, and it means a lot to us that you're spending some of it with us.   In this episode, Dallas is joined by the incredi...

Essential Steps for Seamless Medicare Contracting Success 25.07.2024

Welcome to another episode of the Medicare Sales Playbook! I'm your host, Dallas Keithley, and today I'm joined by the one and only Medicare Matt Smith. Get ready to learn how to make your contracting process smoother and more efficient. In this episode, we dive into the essential steps you need to take to ensure your Medicare contracting goes off without a hitch.   First, we discuss the importanc...

How to Sell Medicare: One Product That Will Add $50K to Your Business! 18.07.2024

Welcome back to the Medicare Sales Playbook! I'm your host, Dallas Keithley, joined by our good friend and co-host, Medicare Matt Smith. Today, we're rolling up our sleeves and diving deep into the topic of hospital indemnity plans.   Hospital indemnity plans can significantly boost your bottom line, potentially adding $50,000-$60,000 in the first year alone! But more importantly, they help your c...

The Power of Adaptation: Insights from the Rose Boys on Medicare Sales 11.07.2024

Welcome back to the Medicare Sales Playbook! In today's episode, we are thrilled to introduce the Rose boys from Diversified Companies - Mike, Dan, and Anthony. These industry experts have a wealth of information about the Medicare market, much like our previous guest, Cody Askins. Their father started in the business years ago, and they've since taken it to a whole new level.   Join us as we dive...

How to Sell Medicare: Why You Should be Cross-Selling 04.07.2024

Welcome back to another episode of the Medicare Sales Playbook! In this episode, we dive deep into the essentials of cross-selling and how it can transform your business. Our host, Dallas Keithley, is joined by the always insightful Mr. Medicare Matt Smith. Together, they share practical tips and strategies to help you become the go-to insurance agent for all your clients' needs. The discussion em...

From Corporate Wellness to Medicare Success: Tony Gossard's Journey 27.06.2024

Welcome back to the Medicare Sales Playbook! We've got an exciting episode for you today. Huge thanks to everyone for the amazing support and feedback. We love hearing your success stories and wins each week!   Today, we're thrilled to have Tony Gossard, an industry expert, joining us. Tony has been in the Medicare business since 2019, after a long career managing corporate wellness programs at Co...

How to Sell Medicare: Presenting to Clients 20.06.2024

Welcome back to the Medicare Sales Playbook! Today, we have something special in store based on your feedback for more hands-on training. Joining me as co-host is Matt Smith, an industry expert with ten years of experience in the Medicare field.   In this episode, we dive into the basics of Medicare and discuss how to effectively present it to your clients. We explore the key differences between M...

Navigating Medicare with NXGen's Father-Daughter Duo 13.06.2024

Ladies and gentlemen welcome back to the Medicare Sales Playbook!  If you're new here, the purpose of this show is to be positive, talk about Medicare, and help you grow. We want to know how we can better serve you, so keep your feedback coming. Who do you want to see on the show? Let us know, and we'll make it happen!   Today, we're doing something special—interviewing Mike and Ashlyn White from...

Young Leadership in Insurance: How Sid James is Changing the Game 06.06.2024

Welcome back to the Medicare Sales Playbook podcast with your host, Dallas Keithley! In this episode, we dive deep with our special guest, Sid James, a dynamic young professional from the Sid James Agency. As an emerging leader in the Medicare space, Sid shares his journey from college basketball to insurance success, the strategies behind opening his first office, and his approach to leading with...

From Captive to Independent Agent: Stephen Robinson's Journey in Medicare Mastery 30.05.2024

 Welcome back to the Medicare Sales Playbook! In this episode, host Dallas Keithley dives into an engaging conversation with Stephen Robinson, founder of Neuse Consulting, about his journey through the Medicare industry, from a captive agent to establishing his own independent consultancy.   Stephen shares his extensive experience, beginning with his early days in the industry in 2005, his transit...

Building a Winning Medicare Sales Team: Insights from Ty James 23.05.2024

In this episode, we're diving deep into the art of building a powerhouse Medicare sales program with our very special guest, Mr. Ty James. With over 13 years in the business and an unstoppable track record, Ty shares his journey from milking cows to mastering the Medicare market, revealing the strategies that propelled him to VP of Medicare Sales at Impact Legacy Group.   🏀 From coaching basketba...

Six-Figure Success in Medicare: Casy Askins' Winning Tactics 16.05.2024

Welcome to another engaging episode of the Medicare Sales Playbook podcast! Join host Dallas Keithley as he welcomes a dynamic guest, Casy Askins, who shares her journey from a competitive athlete to a trailblazer in the Medicare insurance industry. Casy delves into her transition from coaching to thriving in the insurance business, emphasizing the importance of seminars in building relationships...

Educate, Don't Sell: Transforming Medicare Sales with Jeremie Pielemeier 09.05.2024

🎥 In today's episode, our host Dallas Keithley is joined by special guest Jeremie Pielemeier, VP of Eldercare Insurance Services, Hot Springs, Arkansas. Dive into an insightful discussion on the real essence of Medicare sales and how educating rather than selling has transformed their approach to success.   🔍 Jeremie shares his journey from his challenging start in the industry to becoming a vit...

Expert Medicare Sales Tactics: Mike Katka's Military Approach to Insurance 02.05.2024

Join us for an electrifying episode of the Medicare Sales Playbook! In this special feature, we are thrilled to welcome Colonel Retired Mike Katka, a distinguished veteran of the U.S. Air Force. With a remarkable career spanning 24 years and numerous deployments, including piloting C-130s and participating in significant missions globally, Colonel Katka shares insights that blend military precisio...

How to Market Your Medicare Business with Sandra Gebhardt 25.04.2024

We're excited to have digital marketing expert Sandra Gebhardt on the show. Known for her dynamic approach and significant impact on small business growth, Sandra shares essential tips for Medicare agents. She discusses the power of using one's unique voice and leveraging organic social media marketing to reach and engage clients effectively.   📌 About Sandra: Sandra is not just any marketer; her...

How to Build a Winning System in Medicare Sales with Cody Askins 18.04.2024

Welcome back to another enlightening episode of the Medicare Sales Playbook! Today, we dive deep into the personal stories and strategies that shape successful Medicare sales careers. We're thrilled to have Cody Askins, also known as Mr. 8%, with us, sharing his journey, and the insights that propelled him to success and made him a household name in the insurance space.   Whether you're a seasoned...

Maximizing Your Medicare Sales: Insights and Strategies with Gabe Tovar 11.04.2024

Welcome back to the Medicare Sales Playbook, hosted by Dallas Keithley! In this exciting episode, we're diving deep into the strategies and personal journeys that have shaped successful Medicare sales careers. Our special guest, Gabe Tovar from Tovar Financial, shares his remarkable transition from a pressman to a leading figure in the Medicare sales space, with a focus on serving the Hispanic com...

Finding a Medicare Mentor: The Merwin Method 28.03.2024

In an engaging episode of the Medicare Sales Playbook, host Dallas Keithley welcomes Tony and Grace Merwin of Avila Medicare Solutions, showcasing a compelling blend of personal passion, industry expertise, and strategic partnership. The Merwins share their unique journeys; Tony transitions from a successful wholesale career to the challenging yet rewarding world of Medicare sales with his wife, G...

Resilience in Action: Letisha Jackson's Path to Insurance Excellence 21.03.2024

Join host Dallas Keithley on a journey through the ever-evolving world of Medicare sales. Every week, we delve into strategies and stories designed to expand your Medicare business, one play at a time. Our mission? To provide a beacon of positivity and encouragement in your quest to grow your Medicare book of business, without casting a shadow on the competition. Today's special guest, Letisha Jac...

Mastering Medicare: Brian Askins' Journey to Insurance Excellence 14.03.2024

Dive into the world of Medicare sales with our latest episode, where host Dallas Keithly welcomes Brian Askins, CEO of Impact Legacy Group, for a captivating discussion on his 34-year journey in the insurance industry. From his humble beginnings to becoming a leader in Medicare sales, Brian shares invaluable insights on the evolution of Medicare products, the significance of door-to-door sales, an...

Medicare Sales Playbook 07.03.2024

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 inspir...

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