About this podcast
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.
Episodes
The newest 20 of 138 episodes
- Are You Leaving Money on the Table With Every Medicare Client? · 36 min · Season 3 Episode 138You've checked the doctors, reviewed the prescriptions, compared the benefits, and found what looks like the perfect Medicare plan. But when it's time for your client to make a…
- How to Serve Veterans & Build a Medicare Business with Cory Compton · 42 min · Season 3 Episode 137What happens when you stop leading with the sale and start leading with service? In this episode of the Medicare Sales Playbook, Dallas Keithley sits down with Marine Corps…
- How Medicare Agents Can Finish AEP Strong · 29 min · Season 3 Episode 136AEP is here—but one great day won't make your season, and one rough day won't ruin it. In this episode of the Medicare Sales Playbook, Dallas and Matt talk about why agents need…
- What Medicare Agents Should Be Tracking During AEP · 36 min · Season 3 Episode 135AEP is here—but do you actually know what you're working toward? In this episode of the Medicare Sales Playbook, Dallas and Matt break down how to set AEP goals that give you…
- The AEP Mindset That Could Help You Keep More Clients · 35 min · Season 3 Episode 134AEP can get busy fast. Appointments stack up, production goals are staring you in the face, and it's easy to start thinking about everything you need to accomplish. But who is…
- How to Survive and Grow Through Your First AEP · 42 min · Season 3 Episode 133Your first AEP can feel overwhelming before it even begins. How many appointments should you have? How many applications should you write? Are you supposed to know every plan…
- How to Present Medicare Advantage vs. Medicare Supplement · 36 min · Season 3 Episode 132How do you present Medicare Advantage and Medicare Supplement options without letting your own preferences make the decision for the client? In this episode of the Medicare Sales…
- How to Explain Medicare So Clients Actually Understand It · 27 min · Season 3 Episode 131Knowing Medicare and knowing how to explain Medicare are two very different things. In this episode of the Medicare Sales Playbook, Dallas and Matt continue their series on…
- How Top Medicare Agents Prepare for Every Appointment · 31 min · Season 3 Episode 130What happens before you start explaining Medicare may determine whether you ever earn the client's trust. In this episode of the Medicare Sales Playbook, Dallas and Matt break…
- How to Get More Medicare Clients Through Relationships & Referrals · 30 min · Season 3 Episode 129What if you could build a thriving Medicare business without constantly buying leads? In this episode of the Medicare Sales Playbook, Dallas Keithley sits down with Kelsey…
- What Medicare Agents Should Expect This AEP · 34 min · Season 3 Episode 128AEP is approaching, and the Medicare market continues to change. In this episode of the Medicare Sales Playbook, Dallas and Matt make their predictions for the upcoming 2027 plan…
- 5 Ways to Grow Your Business Without Chasing New Leads · 29 min · Season 3 Episode 127Your book of business may be worth more than you realize—you just have to know how to uncover the opportunities already inside it. In this episode of the Medicare Sales Playbook…
- How Elite Medicare Agents Prepare for AEP · 38 min · Season 3 Episode 126AEP success does not begin on October 15—it begins months earlier. In this episode of the Medicare Sales Playbook, Dallas Keithley sits down with Lasting Mark CEO Brian Askins to…
- Stop Working Harder—Build a Better Medicare Sales System · 29 min · Season 3 Episode 125Great Medicare agents do not rely on motivation alone—they build systems that keep producing results even when energy, confidence, and momentum begin to fade. In this episode of…
- The Sales Process Every Agent Needs | Medicare Sales Playbook × Life Insurance Academy · 43 min · Season 3 Episode 124What separates agents who consistently close sales from those who leave appointments wondering what went wrong? In this special Medicare Sales Playbook and Life Insurance Academy…
- Stop Forcing the Sale—Let Momentum Do the Work · 32 min · Season 3 Episode 123If you've ever felt like you're working harder than everyone else but seeing fewer results, this episode is for you. Dallas Keithley and Matt Smith unpack a simple lesson from…
- Why Your Medicare Business Isn't Growing (And How to Fix It) · 46 min · Season 3 Episode 122Are you solving the right problem... or just treating the symptoms? One of the biggest reasons Medicare agents struggle isn't because of bad leads, a tough market, or not enough…
- FREE Medicare Marketing Strategies That Actually Work · 36 min · Season 3 Episode 121Most Medicare agents think they need a huge marketing budget to grow their business. The truth? Some of the best marketing strategies cost little to nothing—just time…
- Why Some Agents Win and Others Stay Stuck · 33 min · Season 3 Episode 120What do you really want—and are you willing to pay the price to get it? In this episode of the Medicare Sales Playbook, Dallas and Matt dive into one of the biggest drivers of…
- Don't Waste the Next 119 Days: Your AEP Success Plan · 32 min · Season 3 Episode 119What separates a record-breaking AEP from a disappointing one? Preparation. In this solo episode of Medicare Sales Playbook, Matt Smith lays out a complete 119-day roadmap to…
