How to Win in Medicare Sales: Secrets We Wish We Knew Day One!

Medicare Sales Playbook

#Careers #Business #Podcasting Education #Adam Steffen #Medicare Sales Playbook

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

acum un an 37:39

MP3•Pagina episodului

💡 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!

53 episoade

How to Win in Medicare Sales: Secrets We Wish We Knew Day One!

Medicare Sales Playbook

published acum un an

Distribuie

MP3•Pagina episodului

📢 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!

53 episoade

#Careers #Business #Podcasting Education #Adam Steffen #Medicare Sales Playbook

Toate episoadele

1
How to Sell Medicare: This Medigap Plan Will Change Your Sales Strategy FOREVER! 43:04

acum 4 zile43:04

43:04

Welcome 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…

1
Selling Medicare: How to Retain Clients and Maximize Residual Income! 26:40

acum 11 zile26:40

26:40

Retention 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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How to Sell More Medicare Plans Using Simple Math Strategies 42:16

acum 18 zile42:16

42:16

Are 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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How to Sell Medicare the Right Way: Avoid These Costly Mistakes! 34:09

acum 25 zile34:09

34:09

Welcome 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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How to Sell Medicare: The Secret to Growing a Thriving Medicare Business 29:20

acum 5 weeks29:20

29:20

Welcome 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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How to Get More Medicare Clients NOW 40:49

acum 6 weeks40:49

40:49

Welcome 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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How to Win in Medicare Sales: Secrets We Wish We Knew Day One! 37:39

acum 7 weeks37:39

37:39

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!…

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How to Sell Medicare: Top Tips for Scaling Your Business in 2025 41:05

acum 8 weeks41:05

41:05

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: @MikeMathweg FB: Mike Mathweg 📺 Subscribe for more actionable tips to grow your Medicare business!…

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Selling Medicare: Strategies for Building a Thriving Medicare Business 31:56

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31:56

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!…

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How to Sell Medicare: Using TikTok to Generate Free Leads 28:44

acum 10 weeks28:44

28:44

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

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How to Sell Medicare: Rocky Garza on Habits, Goals, and Winning as a New Agent 45:19

acum 11 weeks45:19

45:19

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: 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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Selling Medicare: How to Build a Successful Medicare Insurance Agency 45:18

acum 12 weeks45:18

45:18

Welcome 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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How to Sell Medicare: The Secret to 1,000+ Medicare Clients 30:09

acum 13 weeks30:09

30:09

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: Caitlin@DowntownInsuranceandConsulting.com Don’t forget to like, comment, and subscribe for more content to help grow your Medicare business!…

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Selling Medicare: How to Structure Your Medicare Business for Long-Term Success 43:07

acum 14 weeks43:07

43:07

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! 🚀…

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How to Sell Medicare: Unlock Hidden Income With Hospital Indemnity & Cancer Riders 41:47

acum 15 weeks41:47