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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.

01/30/2025

🔥🎙️ Episode 47 is LIVE 🔥🎙️

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!

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

01/23/2025

🔥🎙️ Episode 46 is LIVE 🔥🎙️

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:
🌐 : https://mikemathweg.com/
IG:
FB: Mike Mathweg

📺 Subscribe for more actionable tips to grow your Medicare business!

Tune in now at: https://spoti.fi/42vAVEd

01/16/2025

🔥🎙️ Episode 45 is LIVE 🔥🎙️

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!

Tune in now at: https://spoti.fi/42g2wZS

01/09/2025

🔥🎙️ Episode 44 is LIVE 🔥🎙️

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:
📖 Join Cody Askins’ Social Selling System: CodyAskins.com/ssc

💡 Have questions or want to share your TikTok journey? Drop a comment below or DM us on Instagram ! Let’s grow together.

🔔 Don’t forget to like, comment, and subscribe for more content to expand your Medicare sales playbook—one play at a time.

Tune in now at: https://spoti.fi/3Wd2Rc1

01/08/2025

🚀 Want to boost your Medicare sales? In this episode of the Medicare Sales Playbook, Tim Smith (aka "Tim the Medicare Man") shares how he generated 2,800 leads in one month using TikTok—no ads needed!

Learn his 3-part video strategy, why TikTok is a game-changer for insurance agents, and how consistency can lead to massive success.

Episode 44 drops tomorrow; stay tuned! 👀

01/02/2025

🔥🎙️ Episode 43 is LIVE 🔥🎙️

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: https://rockygarza.com/
Instagram:
LinkedIn: Rocky Garza

👉 Don’t forget to like, comment, share, and subscribe to help others grow their Medicare sales careers!

Tune in now at: https://spoti.fi/3PheJ8Z

01/01/2025

Happy New Year 🥳

Thank you for being part of our community—we’re excited to bring you more insightful conversations, practical tips, and inspiration to help you succeed in the Medicare sales world.

Let’s welcome 2025 with optimism and gratitude. This is our year to thrive! 🌟

12/26/2024

🔥🎙️ Episode 42 is LIVE 🔥🎙️

Selling Medicare: How to Build a Successful Medicare Insurance Agency

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.

Tune in now at: https://buff.ly/3ZKshP2

12/25/2024

🎄 From our hearts to yours, Merry Christmas! Celebrate, love, and cherish every moment with your loved ones today.

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! 👀

11/14/2024

🔥🎙️ Episode 36 is LIVE 🔥🎙️

Selling Medicare: How to Scale Your Medicare Business

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 increasing traffic for long-term growth. With his extensive experience in both sales and leadership, Cody reveals how intentional action, focus, and smart delegation can help agents achieve sustainable success while avoiding common pitfalls.

Beyond practical tips, Dallas and Cody dive into the mindset shifts required to thrive in the Medicare sales industry. Cody reflects on his journey, from creating content that connects with agents to building a brand that prioritizes genuine impact and support. Whether you're new to the field or a veteran agent aiming to reach the next level, this episode is packed with relatable stories and motivational advice. Tune in to learn how to stay grounded in your purpose, continuously grow, and make helping people the core of your business. Don’t forget to like, subscribe, and share to keep up with the latest insights from the Medicare Sales Playbook!

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

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Videos

Tim Smith generated 2,800 leads just by posting content on TikTok—no ads required! Find out how simple strategies can drive massive results for Medicare agents. Don’t miss this game-changing tip! 👉 Watch the full episode here:https://youtu.be/SboXJoVSe5A #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Big changes are coming to Medicare in 2025! 🚨 Learn how to create engaging content that grabs attention and provides real value to your audience. Discover the secret three-part formula: hook, value, and call to action. Ready to simplify Medicare for your clients? Watch now! 👉 Watch the full episode here:https://youtu.be/SboXJoVSe5A #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

You can have financial freedom today—but it starts with discipline, not more money. Rocky Garza dives into why budgeting and clarity are more powerful than chasing income. Take control of your finances and your life. 👉 Watch the full episode here: https://youtu.be/w_6DJDxVEsM #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Most of what you believe about yourself comes from stories others told you. Rocky Garza explains how to identify these narratives, reclaim your truth, and live authentically. Don’t let someone else’s story define your life. 👉 Watch the full episode here: https://youtu.be/w_6DJDxVEsM #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Are you living your dream or someone else's? Rocky Garza shares the importance of finding your unique intersection of a meaningful life and a successful career. Stop chasing others' goals and build a path that’s right for YOU. 👉 Watch the full episode here: https://youtu.be/w_6DJDxVEsM #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Discover the simple yet powerful "365 Formula" for success! Rocky Garza explains how committing to 3 daily habits, 6 days a week, within the first 5 minutes of waking up can transform your life and business. Start small, stay consistent, and watch the results grow! 👉 Watch the full episode here: https://youtu.be/w_6DJDxVEsM #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Bankruptcy, struggles, and setbacks can’t stop you from building a successful business. Rusty and Michelle share their journey of perseverance and how others can take that leap too. 🎥 Watch the full episode here: https://youtu.be/Mt5zMxTvulo 👉 Share this story with someone who needs encouragement! #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Thinking about working with family? The Noels discuss the highs, lows, and lessons learned from running a family business. Discover why communication and boundaries are key to success. 🎥 Watch the full episode here: https://youtu.be/Mt5zMxTvulo 💡 Like and share if you’ve ever thought about starting a family business! #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Rusty and Michelle Noel share their inspiring story of hitting rock bottom, finding insurance through family, and building a thriving business by helping others. Proof that your past doesn’t define your future! 🎥 Watch the full episode here: https://youtu.be/Mt5zMxTvulo 👉 Like, comment, and share this short to inspire someone today! #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Money can buy jet skis, but it can’t buy happiness or fulfillment. Hear why Rusty and Michelle Noel prioritize helping clients, family, and agents over chasing money. It’s about making a difference in people’s lives and creating a legacy. 🎥 Watch the full episode here: https://youtu.be/Mt5zMxTvulo 👉 Don’t forget to like, share, and subscribe for more Medicare sales insights! #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

🛑 Sometimes walking away from a sale is the right move. Caitlin explains how honesty and putting the client first can build trust, even when you can’t close the deal. It’s not just about the sale—it’s about referrals and reputation. 📺 Watch the full episode here: https://youtu.be/qIGtK7t3laY #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

🤝 Getting referrals is easier than you think! Caitlin Sheffyreveals her go-to method for asking clients about friends, family, and even spouses who might need your help. Learn how to cross-sell and grow your Medicare business effortlessly. 📺 Watch the full episode here: https://youtu.be/qIGtK7t3laY #MedicareSalesPlaybook #MedicareMarketing #medicare #medicaresales #healthcare #insurance #healthinsurance #medicareadvantage #insuranceagent #medicareforall #medicaresupplement #medicareinsurance #medicareagent #medicarequestions #insuranceagency

Medicare Sales Playbook

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12/26/2024

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12/19/2024

12/19/2024

12/18/2024

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11/14/2024

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