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Medicare Sales Playbook

Medicare Sales Playbook
Medicare
AEP
Referrals
Seminars
Adaptability
The System
Relationships
Long-Term Care
Recruiting
Estate Planning
Olympus Insurance Associates
Life Insurance
Cross-Selling
Medicare Seminars
Medicare Marketing
Accountability
Lasting Mark
Sales Process
Teton Medicare
Artificial Intelligence

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

PublishesWeeklyEpisodes121Founded2 years ago
Number of ListenersCategories
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Artwork for Medicare Sales Playbook

Latest Episodes

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, consistency, and a willingness to get uncomfortable.

In this episode of the Medi... more

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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 drivers of success in business and life: desire backed by action. Too many people t... more

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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 roadmap to help Medicare agents prepare for the most important season of the year. F... more

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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

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Key Facts

Accepts Guests
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Recent Guests

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)
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)

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 24 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 States10 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.

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 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.
How to Sell Medicare: Overcoming Imposter Syndrome in Medicare Sales
Q: Tell us a little bit about your agency. Where are you? What do you do? What are you guys all about?
Zeb describes ZZ Insurance as focused on Medicare and retirement with a growing life insurance component, emphasizing culture, mentorship, and supporting agents to build successful teams.

Audience Metrics

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Listeners per Episode
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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. Craig Groeschel Leadership Podcast

How many episodes of Medicare Sales Playbook are there?

Medicare Sales Playbook launched 2 years ago and published 121 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. Hunter Palmer
2. Stephanie McCann
3. Daniel Torres
4. Caroline Trecartin
5. Michael Bond
6. Dylan King
7. Keith Laferriere
8. Casey Peterson

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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