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Medicare Sales Playbook

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Medicare Sales Playbook

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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.

12/19/2024

Wow! 500 subscribers!!! Thank you to everyone that has given us a listen!!

12/19/2024

🔥🎙️ Episode 41 is LIVE 🔥🎙️

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!

Tune in now at: https://spoti.fi/49L68oe

12/18/2024

🎙️ Episode 41 Drops Tomorrow! Dallas Keithley sits down with Caitlin Sheffy, a rising star in Medicare telesales from Texas. From overcoming a house fire to helping 1,000+ clients in just three years, Caitlin shares her inspiring journey and powerful tips for agents aiming to grow, improve, and put clients first. Don’t miss this episode full of actionable insights! 🔥

12/12/2024

🔥🎙️ Episode 40 is LIVE 🔥🎙️

Selling Medicare: How to Structure Your Medicare Business for Long-Term Success

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 Topics Covered:
• Common mistakes agents make when starting out
• How to structure your business for long-term success
• The benefits and strategies of buying books of business
• How to effectively transition and serve acquired clients
• Visionary tips for building a brand and scaling your operation

Don’t miss Christian’s unique perspective on creating a legacy and his powerful advice for agents looking to level up their game!

Want to hear more from Christian?
YouTube: Christian Brindle
Facebook: Seven Figure Medicare Agent

🎙 Like, Share, Subscribe!

Got value from this episode? Don’t forget to hit the like button, share it with your fellow agents, and subscribe for more tips to supercharge your Medicare business! 🚀

Tune in now at: https://spoti.fi/3BpmVR7

12/05/2024

🔥🎙️ Episode 39 is LIVE 🔥🎙️

How to Sell Medicare: Unlock Hidden Income by Selling Hospital Indemnity & Cancer Riders

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 for helping agents better serve their clients. Learn how these products not only protect clients from unexpected financial burdens but also create immediate earning opportunities for agents during AEP and beyond. 💰

👉 Key Takeaways from This Episode:
• How hospital indemnity plans bridge the gaps in Medicare Advantage coverage.
• Why cancer plans are critical for financial security during treatment.
• The benefits of home health care policies and how they support clients' independence.
• Strategies to incorporate ancillary products into your sales process effectively.

💡 Don’t miss this value-packed episode! Your clients will thank you, and so will your bank account.

📢 Call to Action:
Share this video with fellow agents and let us know in the comments if you’ve implemented these strategies to grow your Medicare business. If you’ve sold a hospital indemnity plan or helped a client in a new way after watching, we’d love to hear about it!

🔗 Connect with Brandon Reid:
📞 (913) 636-8709
📧 [email protected]

LIKE, SHARE, and SUBSCRIBE to stay updated with the latest strategies to grow your Medicare business—one play at a time. 🏈

Tune in now at: https://buff.ly/49vegsX

11/28/2024

Happy Thanksgiving! 🧡 Today’s all about good food, great company, and taking a moment to appreciate the little things. Let’s celebrate laughter around the table and hearts full of gratitude. 🦃🍂 What are you thankful for this year?

11/21/2024

🔥🎙️ Episode 37 is LIVE 🔥🎙️

How to Sell Medicare: The Ultimate Guide to Medicare Sales Presentations

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
• Building trust through effective communication
• Understanding Medicare Advantage and Prescription Drug Plans
• How to ask for referrals like a pro

Whether you’re a new agent looking to refine your process or a seasoned veteran, this episode offers insights to help grow your Medicare sales playbook—one play at a time.

👉 Don't forget to like, comment, and subscribe for more expert tips and tools to elevate your Medicare sales game!

Tune in now at: https://spoti.fi/3Og0TDg

11/20/2024

Join Dallas Keithley and Matt Smith as they break down the essentials of effective Medicare sales presentations! From building rapport to handling objections, this episode is packed with tips to sharpen your skills.

📌 Key topics:
✔️ First impressions matter
✔️ Navigating medications & plans
✔️ Building trust and asking for referrals

Episode 37 drops tomorrow! Stay tuned! 👀

11/11/2024

Honoring all who served. 🇺🇸

11/07/2024

🔥🎙️ Episode 35 is LIVE 🔥🎙️

How to Sell Medicare: Proven Referral Strategies to Expand Your Medicare Sales

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 leads, giving Medicare agents a clear advantage in reaching potential clients. This episode provides a detailed blueprint on establishing and managing a referral-based business that can support long-term growth.

Brian offers invaluable tips on building a successful referral group from scratch, selecting key business partners, and structuring meetings for maximum impact. He discusses why referrals often yield higher-quality prospects and explains how his network’s structure has kept his Medicare business thriving for decades. If you're looking to take your Medicare sales to the next level by partnering with other professionals and growing your referral network, you won’t want to miss this episode! Dallas and Brian make the case for referral networks as a cost-effective and reliable way to expand your reach and increase your sales. Grab a notebook and get ready for actionable insights that can transform your approach to Medicare sales.

👉 Subscribe for more expert strategies on growing your Medicare business and comment below with any questions or insights!

Tune in now at: https://spoti.fi/4eqiRxf

11/06/2024

🚀 Get ready! Tomorrow, we're releasing an episode full of game-changing insights for growing your Medicare business through powerful referral networks. Dallas is joined by his mentor, Brian Askins, a 35+ year industry expert, who’s sharing his proven strategies for building a referral network that delivers quality leads and drives long-term success. If you're ready to elevate your sales and connect with top-tier clients, stay tuned—this is one you won’t want to miss!

11/04/2024

🚨 Missed last week’s episode? Catch up now! 🎬 Host Dallas Keithley sits down with Paula Harrington from The Enrollment Store to discuss what makes her agency a standout in the Medicare market. Paula shares how her agency fosters a family-like culture, helps agents find purpose, and creates pathways for growth and success.

🎥 Watch now: 👉https://youtu.be/wOM1cAdr0EQ

If you’re an agent seeking a community that values purpose and personal growth, this episode is for you! 🌟

10/31/2024

🔥🎙️ Episode 34 is LIVE 🔥🎙️

Selling Medicare: Unlocking Growth in Medicare Sales

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 core values, family-like culture, and creating pathways for agents to grow and achieve their dreams.

If you're an agent who wants more than just a place to work—if you're looking for a supportive environment that values purpose and personal growth—this episode is a must-watch! Don’t forget to subscribe and hit the notification bell to stay tuned for more insights from top leaders in the industry.

Tune in now at: https://spoti.fi/4hpcEof

10/31/2024

Boo! Wishing you a fang-tastic Halloween! 🕸️🎃

10/24/2024

🔥🎙️ Episode 33 is LIVE 🔥🎙️

Selling Medicare: Essential Tips for New Agents with Tony Holland

Welcome back to the Medicare Sales Playbook! 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 insights for new agents, emphasizing the value of branding, staying active, and always putting clients first. Whether you're a seasoned agent or just starting, you'll find valuable lessons to help you succeed.

Throughout the episode, they explore overcoming challenges and turning adversity into opportunity, building a strong personal and business brand, and the mindset required for long-term success in Medicare sales. Tony also shares practical strategies for new agents to grow their business effectively while highlighting the role of humility, education, and servitude in the insurance industry. This episode is packed with valuable insights to help you move forward in your Medicare sales career.

Don’t just listen—take action! Like, subscribe, and share this episode to help other agents on their journey. We appreciate your support and look forward to hearing about your growth. Let’s make a difference, one step at a time.

Tune in now at: https://spoti.fi/3NDTNYJ

10/23/2024

🎙️ Episode 33 drops tomorrow! Join host Dallas Keithley and special guest Tony Holland, founder of Global Premier Benefits, as they dive into Tony's inspiring journey from humble beginnings to building a successful Medicare insurance business. You won't want to miss this episode, which is jam-packed with insights on mindset, overcoming challenges, and strategies to thrive in the industry.

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Videos

Starting small? Every big business starts somewhere! In this clip, hear advice for new agents on how to maximize their small client base and turn it into a thriving business. 🎥 Watch the full episode here: https://youtu.be/drdZt1q9dzE #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Starting in the LOA model might be the best decision for new agents. Learn how mentorship, leads, and guidance can fast-track your success in Medicare sales. 🎥 Watch the full episode here: https://youtu.be/drdZt1q9dzE 💬 Let us know how mentorship has impacted your journey in sales! #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #InsuranceAgency

In the referral business, relationships are everything! In this clip, we dive into why showing appreciation to your clients is the foundation of building trust and growing your business. Learn how gratitude and personalized care can lead to more referrals and long-term success. 🎥 Watch the full episode here: https://youtu.be/drdZt1q9dzE 💬 Don’t forget to like, comment, and subscribe for more tips on building your Medicare business! #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

With just five seconds of courage, you can ask for referrals and grow your business. Referrals are the lifeblood of Medicare sales, and clients expect you to ask. Take that leap, and you’ll see results. 🎥 Watch the full episode here: https://youtu.be/Jujx8dUCPLg #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

"What do you like about your plan? What don’t you like?" These simple questions open the door to understanding your clients’ needs. Listen closely, and you’ll uncover opportunities to provide better solutions. 🎥 Watch the full episode here: https://youtu.be/Jujx8dUCPLg #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Referrals can transform your business, but asking isn’t always easy. With just five seconds of courage, you can open the door to new opportunities. Clients expect it, so don’t be afraid to ask! 🎥 Watch the full episode here: https://youtu.be/Jujx8dUCPLg #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

What if your client could design their perfect health plan? Asking the right questions helps you identify their priorities and non-negotiables. Build plans that truly meet their needs by getting to the heart of what matters most. 🎥 Watch the full episode here: https://youtu.be/Jujx8dUCPLg #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Establishing rapport is key to Medicare sales success. Whether face-to-face or over the phone, building common ground is your first step. Medicare isn’t a "turn and burn" business—it's a relationship game. Plant the seeds today to harvest long-term success tomorrow. 🎥 Watch the full episode here: https://youtu.be/Jujx8dUCPLg #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

When is it time to take the leap from being a solo agent to running a full-fledged business? Cody Askins discusses the critical shift from hustling as an independent agent to building a business that scales. Learn the strategies and mindset required to make this transition and grow a profitable business. Watch the full episode here: https://youtu.be/KWJhLhKcK7Q #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Almost a year ago, Cody Askins found his business $107,000 in the red, but it taught him invaluable lessons. In this clip, Cody talks about how he regained his passion by focusing on helping people rather than chasing constant sales. This reset allowed him to rediscover joy in his work and grow even stronger. Watch this powerful story of resilience and refocusing on what matters most. Watch the full episode here: https://youtu.be/KWJhLhKcK7Q #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Starting from scratch on social media, Cody Askins now leads the insurance industry in content creation. In this short, Cody shares how becoming an early adopter of social platforms helped him build his brand and connect with thousands of agents. Discover the importance of leveraging social media early on and how sticking with it can set you up for lasting success in the Medicare industry. Watch the full episode here: https://youtu.be/KWJhLhKcK7Q #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency