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Medicare Sales Playbook

Medicare Sales Playbook
Medicare
AEP
Cross-Selling
Recruiting
Seminars
Medicare Seminars
Referrals
Lasting Mark
Life Insurance
AEP (annual Election Period)
Social Media
Client Education
Community Outreach
Medicare.gov
Adaptability
The System
Relationships
Chatgpt
Long-Term Care
Lead Generation

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

PublishesWeeklyEpisodes132Founded2 years ago
Number of ListenersCategories
CareersBusinessEducation

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Artwork for Medicare Sales Playbook

Latest Episodes

How do you present Medicare Advantage and Medicare Supplement options without letting your own preferences make the decision for the client?

In this episode of the Medicare Sales Playbook, Dallas and Matt continue their series on presenting Medicar... more

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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 series on presenting Medicare by breaking down how to explain Medicare Parts A and B ... more

YouTube

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 Matt break down the preparation, warm-up, and expectation-setting that can make a M... more

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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 Kelsey Hentzen and Don Chapman of the Askins Insurance Team to unpack how they've g... 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

Kelsey Hentzen
Ms. Kelsey Hentzen from the Askins Insurance Team
Askins Insurance Team
Episode: How to Get More Medicare Clients Through Relationships & Referrals
Dawn Chapman
Ms. Dawn Chapman from the Askins Insurance Team
Askins Insurance Team
Episode: How to Get More Medicare Clients Through Relationships & Referrals
Chris Ball
Co-founder and host of Life Insurance Academy; Managing Partner and VP of Simplified Life Sales at Lasting Mark
Life Insurance Academy; Lasting Mark
Episode: The Sales Process Every Agent Needs | Medicare Sales Playbook × Life Insurance Academy
Medicare Matt Smith
Co-host/guest sharing practical sales insights and stories
Episode: Stop Forcing the Sale—Let Momentum Do the Work
Hunter Palmer
Owner/Leader, Legacy Protection Insurance
Legacy Protection Insurance
Episode: How One Agent Built a Medicare Business by Serving Truck Drivers
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)

Hosts

Dallas Keithley
Host of the Medicare Sales Playbook, frequently presenting as the show's lead host and facilitator of in-depth Medicare sales discussions.
Matt Smith
Co-host who discusses sales strategies and market shifts; appears in studio discussions and co-presents training-focused episodes.

Reviews

5.0 out of 5 stars from 26 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 Statesa year 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.

Host is highly knowledgeable about the Medicare industry and brings practical, actionable insights.
Content consistently helpful for improving sales and client engagement.
Interviews with successful practitioners provide motivation and real-world tactics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How to Get More Medicare Clients Through Relationships & Referrals
Q: Talk about your marketing plan and how you've been successful without buying leads.
The core is community presence: visiting senior centers, hosting events, assisting with activities, and then inviting people to review their plans during enrollment. This approach yields happy clients who refer others, and it's supported by a rotating, collaborative seminar model between the two partners.
How to Raise the Stakes, Cross-Sell, and Win in Medicare Sales
Q: What is meant by 'raise the stakes' in client conversations, and how does it translate to results?
Raising the stakes involves showing clients the real consequences of not acting, such as funeral costs or ongoing medical expenses, then guiding them to a plan that protects their loved ones and finances, which typically leads to higher engagement and referrals.
How to Raise the Stakes, Cross-Sell, and Win in Medicare Sales
Q: Why is mentorship important for new agents, and what should someone look for in a mentor?
A good mentor is hands-on, willing to coach in real-world settings, and helps you stay in action. Seek someone who will train you in seminars, go with you to meetings, and provide concrete steps rather than just advice.
How to Sell Medicare: Overcoming Imposter Syndrome in Medicare Sales
Q: What's next for ZZ Insurance as you expand?
The plan is steady growth through recruitment, leadership development, and expanding into life insurance teams, while maintaining culture and support for agents.
How to Sell Medicare: Overcoming Imposter Syndrome in Medicare Sales
Q: How long were you in the LOA program and what was your path to independence?
Zeb outlines joining the LOA program via Ty James, first shadowing, then moving into independence after gaining experience and licensing in June, followed by agency building.

Audience Metrics

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

Listeners per Episode
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Location
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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?

This show targets insurance and financial professionals selling Medicare, with a strong emphasis on practical systems, cross-selling, and client-focused strategies. Episodes explore repeatable playbooks, lead-management rigor, and growth through existing client relationships, referrals, and education. Guests range from agency leaders and sales trainers to niche specialists (estate planning, trucking-focused plans, and life/health hybrids), providing actionable tactics, real-world anecdotes, and mindset guidance that listeners can apply to scale their Medicare business. A standout thread across episodes is the blend of hands-on frameworks, mentorship, and a community-driven approach that rewards preparation, transparency with clients, and me... more

Where can I find podcast stats for Medicare Sales Playbook?

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How many listeners does Medicare Sales Playbook get?

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What are the audience demographics for Medicare Sales Playbook?

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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. Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow
4. The Seven Figures Or Bust Podcast!
5. Live Free with Josh Howerton

How many episodes of Medicare Sales Playbook are there?

Medicare Sales Playbook launched 2 years ago and published 132 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.

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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. Kelsey Hentzen
2. Dawn Chapman
3. Chris Ball
4. Medicare Matt Smith
5. Hunter Palmer
6. Stephanie McCann
7. Daniel Torres
8. Caroline Trecartin

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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