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Medicare Sales Playbook

Medicare Sales Playbook
Medicare
AEP
Referrals
Adaptability
The System
Relationships
Long-Term Care
Recruiting
Estate Planning
Olympus Insurance Associates
Life Insurance
Seminars
Accountability
Lasting Mark
Sales Process
Teton Medicare
Gold Tree Financial Group
Customer Service
Serenity Insurance Group
Trecartin Insurance Group

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, ... more

PublishesWeeklyEpisodes118Founded2 years ago
Number of ListenersCategories
BusinessEducationCareers

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Artwork for Medicare Sales Playbook

Latest Episodes

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 bus... more

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,... more

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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" instead of building a true healthcare strategy. From dental and grocery cards t... more

YouTube

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 and legacy?

In this episode of the Medicare Sales Playbook, Dallas Keithley si... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Stephanie McCann
Estate planning coordinator
Gold Tree Financial Group
Episode: Why Every Medicare Agent Needs to Talk About Estate Planning
Daniel Torres
Agent, agency owner of Olympus Insurance Associates
Olympus Insurance Associates
Episode: DON'T GO INDEPENDENT… Until You Watch This
Caroline Trecartin
Co-leader at Serenity Insurance Group and companion to Trecartin Insurance Group
Serenity Insurance Group / Trecartin Insurance Group
Episode: How to Build a Multi-Million-Dollar Medicare Agency (Step by Step)
Michael Bond
Co-leader at Serenity Insurance Group, partner to Caroline Trecartin
Serenity Insurance Group
Episode: How to Build a Multi-Million-Dollar Medicare Agency (Step by Step)
Dylan King
Owner, Legacy Financial Group
Legacy Financial Group
Episode: How Dylan King Built a 100+ Agent Insurance Team
Keith Laferriere
Care Connect Insurance Advisors agent, Medicare/ AEP expert
Care Connect Insurance Advisors
Episode: Systems Over Excuses: Keith Laferriere's Mindset Behind Massive AEP Success
Casey Peterson
A leader who co-founded Teton Medicare after merging with another shop
Teton Medicare
Episode: How Two Medicare Agents Pivoted Through AEP Chaos (and Grew Bigger Than Ever)
Lee Wilson
Co-founder of the merged agency and partner with Casey
Teton Medicare
Episode: How Two Medicare Agents Pivoted Through AEP Chaos (and Grew Bigger Than Ever)
Gabe Cordova
Owner of LifeMark Advisors
LifeMark Advisors
Episode: From Ministry to Selling Medicare: Gabe Cordova's Story

Hosts

Dallas Keithley
Host of the show; focused on Medicare sales playbooks and community-building in the Medicare space
Matt Smith
Co-host/Host; provides sales strategy, training day takeaways, and practical tactics

Reviews

5.0 out of 5 stars from 23 ratings
  • I love these episodes!

    Dallas is amazing! Love the interviews he does with so many who are successful in the Medicare Industry, thanks for the extra motivation and knowledge!!

    Apple Podcasts
    5
    Annlovesthebeach
    United States9 months ago
  • This podcast has been extremely valuable to myself and my partners. I won't miss a podcast going forward.

    Audible
    5
    Brandon G.
    United States2 years ago
  • High quality content

    This podcast has been extremely valuable to myself and my partners. I won't miss a podcast going forward.

    Audible
    5
    Brandon G.
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Real-world stories that translate into actionable steps for agencies.
Energetic host with practical Medicare insights.
Excellent guest mix—strong cross-selling and growth tactics.

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Talking Points

Recent interactions between the hosts and their guests.

Selling Medicare: How to Build a Marketing Plan That Actually Works
Q: If I'm new and recruited, what questions should I ask about marketing when interviewing FMOs/IMOs?
Inquire about the marketing systems, the concrete plan you'll follow, the training available for seminars or telesales, the turnkey nature of the platform, and whether leadership can actually teach you how to get in front of people.
Selling Medicare: How to Build a Marketing Plan That Actually Works
Q: If you were a brand new agent, just got your license, what are the questions they should be asking when it comes to marketing?
Ask about the systems and processes, the specific marketing plan you'll be a part of, what successful people are currently doing that you can plug into, and whether you'll receive complete turnkey support or have to reinvent the wheel.
How Two Medicare Agents Pivoted Through AEP Chaos (and Grew Bigger Than Ever)
Q: How did your team manage the chaos of the last AEP and what were the key numbers?
They quickly staffed up, stabilized operations, and wrote thousands of policies, with about 10 producers handling 8,000+ policies during AEP and overall book growth despite market turmoil.
DON'T GO INDEPENDENT… Until You Watch This
Q: What is one thing you would tell a carrier rep considering making the leap to independence to build structure while still in a comfortable environment?
Focus on creating structure before you leap: meet with top up-lines to understand the landscape, set short-term priorities as routine revenue-generating activities, and progress toward long-term goals with deliberate, data-driven planning.
Why Every Medicare Agent Needs to Talk About Estate Planning
Q: How do you bridge that gap and start the conversation?
Start with simple questions about whether all financial and medical powers of attorney are set up and whether the client has the right people in place to help when something happens, then build from there.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Medicare Sales Playbook

What is Medicare Sales Playbook about and what kind of topics does it cover?

The show targets insurance professionals, especially Medicare-focused agents and agency leaders, with a strong emphasis on building scalable businesses, cross-selling within retirement planning, and treating clients as long-term partners. Episodes consistently explore practical sales strategies, mindset, team building, and leadership, often featuring guests who run or co-lead Medicare-focused agencies and discuss growth, mentorship, and process discipline. A standout aspect is the blend of tactical, script-based advice with candid personal journeys—showing how agents transition from carrier roles to independent practices, scale teams, and create lasting client value.

Where can I find podcast stats for Medicare Sales Playbook?

Rephonic provides a wide range of podcast stats for Medicare Sales Playbook. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Medicare Sales Playbook and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Medicare Sales Playbook get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Medicare Sales Playbook, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Medicare Sales Playbook?

Rephonic provides comprehensive predictive audience data for Medicare Sales Playbook, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Medicare Sales Playbook have?

To see how many followers or subscribers Medicare Sales Playbook has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Medicare Sales Playbook?

These podcasts share a similar audience with Medicare Sales Playbook:

1. Medicare Marketing & Sales Podcast
2. Medicare Agent IQ
3. The Seven Figures Or Bust Podcast!
4. Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow
5. The Power Players Podcast

How many episodes of Medicare Sales Playbook are there?

Medicare Sales Playbook launched 2 years ago and published 118 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Medicare Sales Playbook?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Medicare Sales Playbook?

Rephonic pulls ratings and reviews for Medicare Sales Playbook from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Medicare Sales Playbook?

Rephonic provides full transcripts for episodes of Medicare Sales Playbook. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Medicare Sales Playbook?

Recent guests on Medicare Sales Playbook include:

1. Stephanie McCann
2. Daniel Torres
3. Caroline Trecartin
4. Michael Bond
5. Dylan King
6. Keith Laferriere
7. Casey Peterson
8. Lee Wilson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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