Medicare Sales Playbook

How to Explain Medicare So Clients Actually Understand It

Knowing 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 serie

How Top Medicare Agents Prepare for Every Appointment

What 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 Mat

How to Get More Medicare Clients Through Relationships & Referrals

What 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 Kel

What Medicare Agents Should Expect This AEP

AEP 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 2

5 Ways to Grow Your Business Without Chasing New Leads

Your 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

How Elite Medicare Agents Prepare for AEP

AEP 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

Stop Working Harder—Build a Better Medicare Sales System

Great 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 e

The Sales Process Every Agent Needs | Medicare Sales Playbook × Life Insurance Academy

What separates agents who consistently close sales from those who leave appointments wondering what went wrong? In this special Medicare Sales Playbook and Life Insuran

Stop Forcing the Sale—Let Momentum Do the Work

If 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 less

Why Your Medicare Business Isn't Growing (And How to Fix It)

Are 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 n

FREE Medicare Marketing Strategies That Actually Work

Most 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, co

Why Some Agents Win and Others Stay Stuck

What 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 dri

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 road

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 Pa

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 econo

How Top Medicare Agents Actually Quote Plans

In this episode of the Medicare Sales Playbook, Dallas and Matt break down one of the biggest mistakes Medicare agents make when quoting plans: leading with the "goodies"

Why Every Medicare Agent Needs to Talk About Estate Planning

Most Medicare agents stop at health coverage. But what if you could become the trusted advisor your clients turn to for everything related to protecting their retirement

Here's What Top Medicare Agents Do Differently

In this episode of the Medicare Sales Playbook, Dallas and Matt dive into the advice, mindset shifts, and lessons that shaped their careers in Medicare sales. From learni

How to Turn Medicare Appointments Into Retirement Conversations

Stop thinking like a "Medicare agent" and start thinking like a retirement specialist. In this episode of the Medicare Sales Playbook, Dallas and Matt break down how Medi

DON'T GO INDEPENDENT… Until You Watch This

If you've ever thought about leaving the corporate carrier world to go independent… this episode is your reality check—and your roadmap. In this episode of the Medicare