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Essential Steps for Seamless Medicare Contracting Success
Manage episode 430681354 series 3563472
Content provided by Adam Steffen and Medicare Sales Playbook. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Steffen and Medicare Sales Playbook or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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 importance of deciding whether to contract as an individual or as a business entity. Next, we emphasize the need for a dedicated contracting email to keep everything organized and avoid missing crucial updates. Having a sense of urgency in completing your contracts is key, as delays can cost you valuable time and money.
We also recommend creating a tracking mechanism, whether it’s a spreadsheet or a legal pad, to monitor your contracts' status and commission levels. This not only helps you stay on top of your contracting process but also ensures you’re getting paid correctly.
Tune in to learn these tips and more to make your contracting process as smooth as possible. Don't forget to like, subscribe, and share this video with your fellow agents. Let's increase your business one play at a time!
53 episoade
Distribuie
Manage episode 430681354 series 3563472
Content provided by Adam Steffen and Medicare Sales Playbook. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Steffen and Medicare Sales Playbook or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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 importance of deciding whether to contract as an individual or as a business entity. Next, we emphasize the need for a dedicated contracting email to keep everything organized and avoid missing crucial updates. Having a sense of urgency in completing your contracts is key, as delays can cost you valuable time and money.
We also recommend creating a tracking mechanism, whether it’s a spreadsheet or a legal pad, to monitor your contracts' status and commission levels. This not only helps you stay on top of your contracting process but also ensures you’re getting paid correctly.
Tune in to learn these tips and more to make your contracting process as smooth as possible. Don't forget to like, subscribe, and share this video with your fellow agents. Let's increase your business one play at a time!
53 episoade
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Medicare Sales Playbook
1 How to Sell Medicare: This Medigap Plan Will Change Your Sales Strategy FOREVER! 43:04
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook! 🎉 In this special episode, we celebrate one year of delivering top-tier Medicare sales insights! 🏆 Thank you for sticking with us for 52 episodes—we truly appreciate your support! 🙌 This week, Dallas Keithley is joined by Andrew Saul, Sales Director at Physicians Mutual, for an eye-opening discussion on Medicare Supplements vs. Medicare Advantage. They dive into: ✅ Why educating your clients is more important than selling ✅ The biggest mistakes agents make when presenting Medigap ✅ How to differentiate yourself in the industry with an innovative approach ✅ The best-kept secret in Medicare sales—the Innovative Plan G 🏆 🔹 Are you selling with your wallet? Learn why you should never assume what your clients can or can’t afford! 🔹 Retention is everything! Discover how proper research and planning can keep clients on your book for life. 🔹 Want a competitive edge? Learn about a Medigap plan no one else is talking about! 📩 Interested in learning more about Physicians Mutual and their innovative plans? 📧 Contact Andrew Saul at Andrew.Saul@PhysiciansMutual.com 🎥 Subscribe for weekly episodes packed with insights on Medicare sales! 📢 Like, comment, and share with your fellow agents! #MedicareSales #MedicareSupplements #MedicareAdvantage #InsuranceSales #Medigap #SalesTraining #PhysiciansMutual #MedicareAgent…
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Medicare Sales Playbook
1 Selling Medicare: How to Retain Clients and Maximize Residual Income! 26:40
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutRetention is the key to long-term success in Medicare sales! In this episode of the Medicare Sales Playbook, hosts Dallas Keithley and “Medicare” Matt Smith break down the best strategies to keep your clients for the long haul. 💡 Topics Covered in This Episode: ✔️ Why client retention is more cost-effective than new client acquisition ✔️ How to build strong relationships with clients from the very first interaction ✔️ The importance of taking detailed notes and remembering personal details ✔️ Proven methods for keeping clients engaged year-round ✔️ How to navigate OEP and AEP like a pro ✔️ The power of social media and client appreciation events 🔔 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more actionable Medicare sales tips! 💬 How do you retain your clients? Drop your strategies in the comments! 📢 Follow Us for More Medicare Sales Strategies: 📌 Subscribe to the channel: www.youtube.com/@MedicareSalesPlaybook 📌 Follow us on social media: 📌Facebook: https://www.facebook.com/medicaresalesplaybook 📌Instagram: https://www.instagram.com/themedicaresalesplaybook/ 📌LinkedIn: https://www.linkedin.com/company/medicare-sales-playbook/ 📌TikTok: https://www.tiktok.com/@medicare.sales.pl #MedicareSales #ClientRetention #InsuranceSales #MedicareAgents #ResidualIncome #MedicareMarketing…
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Medicare Sales Playbook
1 How to Sell More Medicare Plans Using Simple Math Strategies 42:16
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutAre you effectively using Medicare math to help your clients make informed decisions? In this episode of the Medicare Sales Playbook, host Dallas Keithley and guest Matt Smith break down how to explain Medicare Supplement plans and compare them to Medicare Advantage options. 🔢 Topics Covered: How to calculate and present Medicare costs to clients The difference between Medicare Supplements (Medigap) and Medicare Advantage Why some clients prefer predictability over lower premiums How to overcome objections and educate, not persuade The power of hospital indemnity plans and how they can enhance an MA plan A simple strategy to move clients from Plan F to Plan G for potential savings 💡 Key Takeaways: ✔️ Learn how to break down Medicare costs so clients can clearly see their options ✔️ Understand why wealth isn't always the deciding factor in plan selection ✔️ Discover how to combat common objections with easy-to-follow math strategies ✔️ See real-world examples of Medicare cost breakdowns in action 🎯 Whether you're a new agent or a seasoned pro, this episode will help you improve your client presentations and increase your Medicare sales—one play at a time. 📩 Got questions? Drop them in the comments! 👍 Like, subscribe, and share to help more agents master the Medicare game!…
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Medicare Sales Playbook
1 How to Sell Medicare the Right Way: Avoid These Costly Mistakes! 34:09
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and Matt Smith break down key strategies for boosting your Medicare sales, improving client conversations, and maximizing cross-selling opportunities. 🔹 Topics Covered in This Episode: ✅ How to use the IRMAA Chart to navigate premium discussions ✅ Cross-selling tips – how to introduce additional products naturally ✅ The importance of asking the right questions to uncover client needs ✅ "Eat the Frog" – tackling the toughest sales conversations first ✅ Taking control of the meeting while still letting the client lead ✅ How to confidently educate rather than just sell 💡 Whether you're a new agent or a seasoned pro, these insights will help you refine your approach and close more deals with confidence. 📢 If you found this episode helpful, don’t forget to: 👍 Like this video 💬 Drop your thoughts and questions in the comments 🔔 Subscribe & turn on notifications for more Medicare sales tips 📌 Let us know what topics you want to see next! Who should we bring on the show? What’s your biggest challenge in Medicare sales? Comment below! 👇 #MedicareSales #InsuranceAgent #MedicareTraining #InsuranceSales #SalesTips #MedicareAdvantage #InsuranceMarketing…
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Medicare Sales Playbook
1 How to Sell Medicare: The Secret to Growing a Thriving Medicare Business 29:20
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook! 🎙️ Your host, Dallas Keithley, is here with another powerhouse episode featuring the inspiring Letisha Jackson of Jackson Insurance Group! 🚀 In this episode, we dive deep into: ✅ The power of adaptability in Medicare sales ✅ How personal accountability can elevate your success ✅ The transition from insurance agent to agency owner ✅ The importance of intentionality & business planning ✅ What makes a successful insurance agency and how to build one Letisha shares her journey from struggling to keep the lights on to building a thriving agency, all while mentoring agents and changing lives. If you’re ready to take your Medicare business to the next level, this episode is for you! 💡🔥 🔔 LIKE, COMMENT, & SUBSCRIBE! Your feedback helps us bring you the content you need to grow your business! 💬 Drop your questions in the comments! We’ll be answering them in future episodes! 📍 Connect with Letisha Jackson: 🌐 Website: JacksonInsuranceGroup.com 📧 Email: info@jacksoninsurancegroup.com 📲 Instagram: @LetishaJackson 📘 Facebook: @JacksonInsuranceGroup 🚀 Looking for mentorship and guidance in Medicare sales? Letisha is searching for 5-7 committed agents to build something incredible together in 2025. If that’s you, reach out!…
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Medicare Sales Playbook
1 How to Get More Medicare Clients NOW 40:49
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and Matt Smith dive into the two key types of marketing every Medicare agent needs to understand: long-term vs. immediate marketing strategies. ✅ Are you relying too much on long-term marketing? ✅ Do you need more leads NOW to stay afloat in the short term? ✅ Want to know how top agents balance both for maximum success? We’re breaking it all down in this episode to help you build a sustainable business while ensuring you’re making sales TODAY. 📌 BIG ANNOUNCEMENT: We’re coming to Chicago on February 19th for a Medicare Seminar Boot Camp! We’ll cover: How to host a Medicare seminar 2025 rule changes and how they impact your business Strategies to adapt and thrive in the evolving Medicare market 💡 If you're in the Chicago area (or can drive there), don’t miss out! Stay tuned for details and registration links. 🔗 Follow us on social media for updates and resources! 👍 Like, Comment, and Share this video to help more agents grow their Medicare business! #MedicareSales #InsuranceMarketing #MedicareSeminars #InsuranceAgentSuccess #SalesPlaybook…
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Medicare Sales Playbook
1 How to Win in Medicare Sales: Secrets We Wish We Knew Day One! 37:39
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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!…
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Medicare Sales Playbook
1 How to Sell Medicare: Top Tips for Scaling Your Business in 2025 41:05
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutDiscover 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: @MikeMathweg FB: Mike Mathweg 📺 Subscribe for more actionable tips to grow your Medicare business!…
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Medicare Sales Playbook
1 Selling Medicare: Strategies for Building a Thriving Medicare Business 31:56
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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!…
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Medicare Sales Playbook
1 How to Sell Medicare: Using TikTok to Generate Free Leads 28:44
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutAre 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: @TimTheMedicareMan 📖 Join Cody Askins’ Social Selling System: CodyAskins.com/ssc…
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Medicare Sales Playbook
1 How to Sell Medicare: Rocky Garza on Habits, Goals, and Winning as a New Agent 45:19
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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: RockyGarza.com Instagram: @RockyGarza LinkedIn: Rocky Garza 👉 Don’t forget to like, comment, share, and subscribe to help others grow their Medicare sales careers!…
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Medicare Sales Playbook
1 Selling Medicare: How to Build a Successful Medicare Insurance Agency 45:18
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome to another episode of the Medicare Sales Playbook! 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: rmtsig@gmail.com 📞 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.…
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Medicare Sales Playbook
1 How to Sell Medicare: The Secret to 1,000+ Medicare Clients 30:09
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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: Caitlin@DowntownInsuranceandConsulting.com Don’t forget to like, comment, and subscribe for more content to help grow your Medicare business!…
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Medicare Sales Playbook
1 Selling Medicare: How to Structure Your Medicare Business for Long-Term Success 43:07
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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! 🚀…
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Medicare Sales Playbook
1 How to Sell Medicare: Unlock Hidden Income With Hospital Indemnity & Cancer Riders 41:47
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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 📧 breid@hnlic.com LIKE, SHARE, and SUBSCRIBE to stay updated with the latest strategies to grow your Medicare business—one play at a time. 🏈…
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Medicare Sales Playbook
1 Selling Medicare: How Two Young Agents Are Crushing the Medicare Market 51:57
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutAre you ready to take your Medicare sales game to the next level? In this episode of the Medicare Sales Playbook, host Dallas Keithley welcomes industry standouts Sam Pretz and Hunter Powell from Senior Benefits Plus. These young, driven leaders share their journey of building a thriving Medicare business, the importance of mentorship, and how they’re redefining client relationships with innovative strategies like their massive client appreciation events. In this episode, we dive into: The importance of cross-selling and building long-term client relationships. How to structure an effective client appreciation event that leads to more referrals. Why mentorship and systems matter in scaling your insurance business. The journey from struggling to thriving in Medicare sales. Proven methods to increase activity and grow your book of business. Whether you're a seasoned agent or new to the Medicare industry, this conversation is a must-watch! Learn actionable tips to take your Medicare sales game to the next level. 🏆 👉 Don’t forget to like, comment, and subscribe! 💬 Let us know your favorite takeaway in the comments below! 🔗 Connect with Sam and Hunter: Senior Benefits Plus, LLC 📞 Call: (816) 793-3880 🌐 Website: https://www.seniorbenefitsplus.com…
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Medicare Sales Playbook
1 How to Sell Medicare: The Ultimate Guide to Medicare Sales Presentations 41:08
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutJoin 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!…
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Medicare Sales Playbook
1 Selling Medicare: How to Scale Your Medicare Business 38:11
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn 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!…
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Medicare Sales Playbook
1 How to Sell Medicare: Proven Referral Strategies to Expand Your Medicare Sales 34:49
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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!…
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Medicare Sales Playbook
1 Selling Medicare: Unlocking Growth in Medicare Sales 20:55
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome 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.…
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Medicare Sales Playbook
1 Selling Medicare: Essential Tips for New Agents with Tony Holland 42:59
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn 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.…
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Medicare Sales Playbook
1 Selling Medicare: Key Prescription Drug Plan Changes You MUST Know! 37:42
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this episode, we're thrilled to welcome the incredible Norma Johnson, a Medicare pharmacist and founder of Johnson Health Advisors. Norma brings a wealth of knowledge about the ever-changing world of prescription drug plans (PDPs), especially in light of the Inflation Reduction Act. If you're a Medicare agent or client struggling to navigate Part D plans, this episode is a must-watch! Norma shares her personal journey of perseverance, from being a high school dropout to earning her doctorate and thriving in the Medicare industry. She dives deep into the latest changes in Medicare Part D, explaining how agents can better serve clients and why it’s crucial to understand the nuances of PDPs. Norma also offers invaluable strategies for saving on prescription drugs, from grants to patient assistance programs, and explains why these savings can make a life-changing impact for seniors. Make sure to stay until the end for practical tips on educating clients, staying ahead in the Medicare space, and embracing the upcoming opportunities during this AEP season. Don't forget to subscribe, hit the notification bell, and drop a comment below on who you'd like to see next on the Medicare Sales Playbook! Connect with Norma Johnson: YouTube: https://www.youtube.com/@Strategies4RXSavings Wesbsite: https://www.strategies4rxsavings.com/…
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Medicare Sales Playbook
1 How to Sell Medicare: Top Marketing Strategies to Grow Your Medicare Business in 2024 39:46
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this episode, we’re joined by a very special guest, Luke Acree, President of Reminder Media, to dive deep into marketing strategies for Medicare agents. With the Medicare market set to peak at 14,000 people turning 65 every day in 2025, now is the perfect time to set yourself apart. In this insightful discussion, Luke shares practical strategies for building a memorable brand, leveraging sweat equity, and mastering marketing frequency to stay top-of-mind with your clients. Whether you’re a new agent or a seasoned pro, learn how to create 300 raving fans, the power of omnichannel marketing, and how to provide value through relationship-based marketing. Key topics covered: Building your brand: How to control the narrative and stand out in a crowded market Marketing frequency: Why 26+ touchpoints per year can be a game-changer Relationship-based marketing: Practical ways to connect with clients and prospects Free marketing tactics that generate results without breaking the bank Educational, emotional, and endearing content: The 3 E’s of effective marketing Make sure to like, comment, and subscribe for more episodes aimed at helping you grow your Medicare business, one play at a time! Connect with Luke Acree: Instagram: @LukeAcree Facebook: @LukeAcreeRM Learn more about Reminder Media: www.remindermedia.com 👉 Don't forget to share your thoughts! Who would you like to see on the show next? Leave your suggestions in the comments.…
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Medicare Sales Playbook
1 How to Sell Medicare: Establishing Trust in Medicare Sales 27:42
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook! In this episode, your host Dallas Keithley dives into the importance of trust-building in the Medicare sales industry. We're joined by a special guest, Khris Bryan, owner of Anchor Financial Group and founder of Wealth Warriors. As a combat veteran, Khris brings a unique perspective to the financial services world. Tune in to hear his insights on transitioning from military to civilian life and how veterans can thrive in the insurance industry. Khris also shares an innovative tool that can help you establish trust with your clients and stand out as an insurance professional. From his personal experiences to industry tips, you’ll learn how to navigate challenges and build lasting relationships with your clients. Don't miss out on this valuable discussion! Want to learn more about Wealth Warriors? Be sure to check out the website at https://wealth-warriors.org/ Or give them a call at (918) 591-2880 🔔 Make sure to like, subscribe, and leave a comment below! Let us know what topics you'd like to hear about next, and be sure to share this episode with other agents looking to grow their Medicare business!…
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Medicare Sales Playbook
1 How to Sell Medicare: Social Media Secrets for Medicare Agents 20:18
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this episode of the Medicare Sales Playbook, we're diving deep into how social media, specifically TikTok, is transforming the Medicare sales industry. Our guest, Tim Smith of Smith Insurance Solutions, shares how he went from being hesitant about social media to generating hundreds of leads for his Medicare business each month. Tim reveals his strategies for creating engaging content, reaching Medicare recipients through TikTok, and balancing his marketing between clients and agents. Whether you're an agent looking to expand your book or a business owner wanting to leverage free marketing tools like TikTok, this episode is packed with practical advice to help you succeed. 👉 Learn how to grow your Medicare business using TikTok and other social media platforms. 👉 Discover Tim’s secrets to consistent lead generation and digital marketing success. 👉 Hear how he's helping other agents create their own social media presence. 💡 Key Topics: Why TikTok is a game-changer for Medicare agents How to reach Medicare clients and caregivers through social media The importance of consistency in content creation How to market to both clients and agents effectively 🎯 Ready to boost your Medicare sales? Don’t forget to like, share, and subscribe for more tips and strategies to help grow your Medicare book—one play at a time!…
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Medicare Sales Playbook
1 How to Sell Medicare: Proven Tools and Compliance Tips from Eldercare 28:59
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook! In today’s episode, we’re excited to have special guests Jennifer Harris and Adrienne Ostrus from Eldercare Insurance Services join us in the studio. With over 20 years of combined experience in Medicare, these experts share their insights on the tools and strategies that can help agents grow their business and stay compliant. We discuss the power of the Medicare Center platform, tips for preparing for AEP, and the importance of using the right tools to maximize client satisfaction. If you’re ready to step up your Medicare sales game, this episode is a must-watch! Don’t forget to like, subscribe, and hit the notification bell so you never miss an episode. Let's grow your Medicare business—one play at a time!…
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Medicare Sales Playbook
1 How to Sell Medicare: Serving Clients and Building Residual Income 36:49
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook, the go-to podcast for Medicare agents looking to elevate their game! In this episode, Dallas is joined by the passionate and knowledgeable Michael Bond from Serenity Insurance Group. With years of experience, Michael has transformed his Medicare business and is here to share his journey from being a top final expense agent to becoming a difference maker. Michael’s story will inspire you to find your "why" and grow your business by serving others. He’ll share how he mastered final expense, overcame challenges during the COVID-19 pandemic, and transitioned to Medicare, finding his true calling along the way. Whether you’re a seasoned agent or just starting, this conversation will give you actionable insights you can implement right away. 📝 Key Takeaways: The importance of finding your passion in the Medicare business How to move from being just an agent to a true difference maker The power of mentorship, persistence, and mindset in building a lasting Medicare business 👉 Be sure to like, subscribe, and leave a comment on what you want to see in future episodes. We’re here to help you grow your Medicare business one play at a time! 🎙 Featured Guest: Michael Bond, Serenity Insurance Group 📢 Want to become a part of the Serenity Insurance Group family? Click here: https://serenityinsurancegroup.com/…
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Medicare Sales Playbook
1 How to Sell Medicare: Maximize Medicare Sales with These Seminar Strategies with Ray Hunter 29:48
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome back to the Medicare Sales Playbook, hosted by Dallas Keithley! In today’s episode, we’re joined by the incredible Ray Hunter, owner of RH Financial Group. Ray shares his journey from corporate sales to becoming a leader in the Medicare insurance space, offering valuable insights on how to grow your Medicare business with integrity and passion. In this episode, Ray discusses the power of building a business with integrity and loyalty. He emphasizes the importance of trust in creating long-term client relationships and the significance of recruiting agents with the right values. Ray also dives into his successful Medicare seminar strategy, explaining how these events help him reach larger audiences and scale his business. Furthermore, Ray highlights the importance of staying adaptable and educated on changes in Medicare regulations, ensuring that agents can continue to serve clients effectively and stand out in the marketplace. Whether you're a seasoned agent or just getting started, this episode is packed with tips and strategies to help you succeed in the ever-evolving Medicare market. 👉 Don't forget to like, comment, and subscribe to our channel for more expert insights and tips! Connect with Ray: 🌐 Website: http://www.rhfinancialgroup.net/home.html 📧 Email: RHFinancial3@gmail.com…
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Medicare Sales Playbook
1 How to Sell Medicare: Preparing for an Amazing AEP with Brian Askins 31:50
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutAs the Annual Enrollment Period (AEP) approaches, it's crucial to have a solid game plan in place to ensure you're fully prepared to maximize your Medicare sales. In this episode of the Medicare Sales Playbook, host Dallas Keithley is joined by Brian Askins, CEO of Impact Legacy Group, to provide you with a step-by-step guide on how to get ready for AEP and make it your most successful season yet. Whether you're a seasoned Medicare agent or just starting out, this episode is packed with valuable insights that will help you stay ahead of the competition. We’ll cover everything from organizing your supplies and scheduling appointments efficiently to ensuring your certifications are up to date and your team is ready to hit the ground running. Brian shares his expert strategies on how to relay the importance of AEP to your staff, create a system for setting appointments, and effectively manage your time and resources. He also discusses the significance of reviewing your existing clients, cross-selling opportunities, and the importance of having a master list for your clients and carriers. You'll learn how to avoid common pitfalls, such as missing certifications or unapproved applications, and discover how a well-organized system can be the key to your success. Plus, Brian shares practical tips on making the most out of every client interaction, ensuring you provide massive value that leads to more referrals and higher sales. Don’t leave your AEP success to chance—get prepared, stay organized, and watch your efforts pay off with increased revenue and client satisfaction. Tune in to this episode and equip yourself with the tools and knowledge you need to dominate this AEP season! Link to AEP Prep Notes: https://docs.google.com/document/d/1u_poran_y9SD4CURGR2ETtkncHszEWcJBxo-DyPsrIc/edit Make sure to like, subscribe, and hit the notification bell so you don't miss any future episodes. Let us know in the comments if there's a specific topic you'd like us to cover in the next episode, and as always, thanks for tuning in to the Medicare Sales Playbook!…
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Medicare Sales Playbook
1 How to Outlast the Competition in Medicare Sales 26:50
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutWelcome to another episode of the Medicare Sales Playbook, where we equip you with the strategies to grow your Medicare business, one play at a time. In this episode, host Dallas Keithley sits down with industry veteran Craig Burri, a man with a wealth of experience and stories that will both entertain and educate you. Craig shares his journey from his early days in the Medicare field to his successful career today, offering insights on the importance of hard work, perseverance, and staying positive in a challenging industry. He emphasizes the value of outlasting the competition and how caring for your clients can lead to long-term success. Whether you're new to Medicare sales or a seasoned agent, Craig's story is sure to inspire you to push through obstacles and achieve your goals. Don't miss this opportunity to learn from one of the best in the business. If you enjoyed this episode, make sure to like, subscribe, and hit the notification bell so you never miss an update. And if you're looking for personalized guidance, leave a comment below or reach out directly—we're here to help you succeed!…
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