Where can I listen to this podcast?

This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Medicare Sales Playbook

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by Medicare Sales Playbook

5.0(24 reviews)

119 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

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GoodBased on show quality, social media presence, reviews, charts, and more

Quality96

Social0

YouTube86

Engagement51

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Podcast Overview

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.

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Publishing Since

3/7/2024

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Apple 142

Spotify 827

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Podcast Authority

Beta

GoodBased on show quality, social media presence, reviews, charts, and more

Quality96

Social0

YouTube86

Engagement51

Learn more

Excellent Areas

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excellent

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Every 7 days

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79 episodes over 1.5 years

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Recent Episodes

June 18, 2026

Don't Waste the Next 119 Days: Your AEP Success Plan

What 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 help Medicare agents prepare for the most important season of the year. From certifications and carrier contracting to referral generation, event planning, client reviews, and burnout prevention, this episode provides a month-by-month game plan designed to help you maximize your results during AEP. Matt breaks down exactly what agents should be focused on in July, August, September, and October, while sharing practical strategies for building a stronger pipeline, improving client retention, increasing referrals, and avoiding the common mistakes that hold agents back. If you're serious about making this your best AEP ever, this episode will help you create the systems, habits, and preparation needed to win when October arrives. In this episode: ✅ Why the next 119 days matter more than the 54 days of AEP ✅ July's focus: certifications, visibility, and preparation ✅ August's focus: referrals, events, and pipeline building ✅ September's focus: scheduling, organization, and execution readiness ✅ How to prevent burnout during AEP ✅ The importance of auditing your book of business ✅ Why successful agents don't rise to the occasion—they fall to their level of preparation Want to take your Medicare business to the next level? Visit MedicareSalesPlaybook.com to learn more about upcoming training events, resources, and coaching opportunities. 👍 Like this video if you found it helpful 🔔 Subscribe for weekly Medicare sales training and industry insights 💬 Comment below: What are you doing right now to prepare for AEP? Connect With Us: <ul> <li dir="ltr" role="presentation">Website: https://medicaresalesplaybook.com/</li> <li dir="ltr" role="presentation">Instagram: https://instagram.com/themedicaresalesplaybook</li> <li dir="ltr" role="presentation">TikTok: https://www.tiktok.com/@medicare.sales.pl</li> <li dir="ltr" role="presentation">Facebook: https://facebook.com/medicaresalesplaybook</li> </ul>

June 11, 2026

How One Agent Built a Medicare Business by Serving Truck Drivers

What happens when a successful life insurance agency decides to add Medicare to the mix? In this episode of Medicare Sales Playbook, Matt Smith sits down with Hunter Palmer of Legacy Protection Insurance to discuss how he built a thriving niche business serving truck drivers, why he shifted from traditional life insurance conversations to an "income protection" approach, and what ultimately convinced him to add Medicare to his agency. Hunter shares how personal experience shaped his sales philosophy, how bundling products increases client value, and why finding the right niche can transform your business. He also opens up about the fears many agents face when entering the Medicare market, the challenges of learning the products, and the strategies that helped him gain confidence and start producing results. Whether you're a new Medicare agent, a seasoned producer looking to diversify, or an agency owner trying to build a full-service practice, this episode is packed with practical insights you can implement immediately. <h3 dir="ltr">In This Episode:</h3> ✅ How Hunter built a niche serving truck drivers ✅ Why "income protection" resonates more than life insurance ✅ The power of bundling products into a simple package ✅ Overcoming fear and intimidation around Medicare ✅ Seminar strategies that generate appointments ✅ Building a Medicare pipeline before AEP ✅ Training agents to sell multiple products effectively ✅ Creative ways to find Medicare clients in your community ✅ Why relationships matter more than sales scripts 🎟️ Attend an upcoming Medicare Sales Playbook Training Day: https://medicaresalesplaybook.com/training/ 📧 Have a question or topic you'd like us to cover? dallas.keithley@medicaresalesplaybook.com 👍 Don't forget to Like, Subscribe, and turn on notifications so you never miss an episode of Medicare Sales Playbook! Connect With Us: <ul> <li dir="ltr" role="presentation">Website: https://medicaresalesplaybook.com/</li> <li dir="ltr" role="presentation">Instagram: https://instagram.com/themedicaresalesplaybook</li> <li dir="ltr" role="presentation">TikTok: https://www.tiktok.com/@medicare.sales.pl</li> <li dir="ltr" role="presentation">Facebook: <a href= "https://facebook.com/medicaresalesplaybook">https://facebook.com/medicaresalesplaybook</a></li> </ul> #MedicareSales #MedicareAgent #InsuranceSales #InsuranceAgency #MedicareMarketing #LifeInsurance #Telesales #SalesTraining #MedicareSalesPlaybook

June 4, 2026

The REAL Economics of Medicare Sales (What Agents Need to Know)

What does it really take to build a successful Medicare business? In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith break down the real economics behind Medicare sales — from commissions and renewals to hiring, overrides, lead costs, and building long-term residual income. Too many agents come into the industry expecting "easy money," but the truth is that building a sustainable Medicare business takes strategy, discipline, and knowing your numbers. Dallas and Matt walk through real-world examples of how agents can scale from writing a few apps a week to creating six-figure residual income while also avoiding common mistakes that hold agents back. In this episode, you'll learn: <ul> <li dir="ltr" role="presentation">How Medicare commissions and renewals really work</li> <li dir="ltr" role="presentation">Why residual income matters more than quick cash</li> <li dir="ltr" role="presentation">How to think like a business owner instead of just an agent</li> <li dir="ltr" role="presentation">When it's time to hire staff or open an office</li> <li dir="ltr" role="presentation">The truth about overrides and building a team</li> <li dir="ltr" role="presentation">Why tracking your numbers changes everything</li> <li dir="ltr" role="presentation">How to define success on your terms instead of someone else's</li> </ul> Whether you're brand new to Medicare or looking to grow your agency to the next level, this episode will help you create realistic expectations and a smarter plan for long-term success. Want to grow your Medicare business faster? Join us at an upcoming Medicare Sales Playbook Training Day near you! Visit: <a href= "https://medicaresalesplaybook.com/">Medicare Sales Playbook</a> 👇 Drop a comment below: What's the biggest lesson you've learned about building your business? Connect With Us: <ul> <li dir="ltr" role="presentation">Website: <a href= "https://medicaresalesplaybook.com/">https://medicaresalesplaybook.com/</a></li> <li dir="ltr" role="presentation">Instagram: <a href= "https://instagram.com/themedicaresalesplaybook">https://instagram.com/themedicaresalesplaybook</a></li> <li dir="ltr" role="presentation">TikTok: <a href= "https://www.tiktok.com/@medicare.sales.pl">https://www.tiktok.com/@medicare.sales.pl</a></li> <li dir="ltr" role="presentation">Facebook: <a href= "https://facebook.com/medicaresalesplaybook">https://facebook.com/medicaresalesplaybook</a></li> </ul> #MedicareSales #InsuranceAgent #MedicareSalesPlaybook #ResidualIncome #InsuranceBusiness #MedicareTraining #SalesTraining #Entrepreneurship

119 total episodes available

Recent guests on Medicare Sales Playbook

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Leonora Mansour

Guest

Tim Colson

Guest

Mike Hall

Guest

Andrew Saul

Guest

Caitlin Sheffy

Guest

See every guest on Medicare Sales Playbook

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Medicare Sales Playbook?: 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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