Medicare Sales Playbook – Details, episodes & analysis

🎙️ In this episode of the Medicare Sales Playbook, Dallas Keithley and Medicare Matt Smith break down everything you need to know about hosting successful Medicare seminars. From securing the perfect venue to nailing your follow-up game, this episode is a step-by-step masterclass on generating consistent leads outside of AEP.

Whether you're a new agent trying to get in front of more clients or a seasoned pro refining your outreach system, this episode is packed with humor, hard-earned lessons, and real marketing strategies that work.

🔑 Topics Covered:

• Why seminar marketing still works in 2025

• How to attract turning-65 prospects (even the "plate lickers")

• Secrets to high-converting Medicare seminar presentations

• Response rates, cost breakdowns, and timeline tips

• Why follow-up is everything
  
  

📅 BootCamp Dates Mentioned:
➡️ May 13 – St. Louis
➡️ May 14 – Kansas City
…and more cities to come!

💬 Want help launching seminars in your market?
👉 https://medicaresalesplaybook.com/  
📥 Join the waitlist for our next Telesales BootCamp: https://medicaresalesplaybook.com/bootcamps/

 In this episode of the Medicare Sales Playbook, hosts Dallas Keithley and Matt Smith dive deep into the real reasons Medicare prospects say “no”—and how you can turn those temporary objections into sales success.

Learn the 3 A’s of Objection Handling:
✅ Agree with the client
✅ Answer the real concern
✅ Ask the right follow-up
Discover how to identify whether an objection is based on Need, Like, or Cost—and how to respond to each with confidence and care.

Whether you're getting “I need to think about it,” “I don’t have time,” or “I don’t need this,” you’ll walk away with actual word tracks and strategy to close more sales without sounding pushy.

🔥 Plus: Bootcamp Tour Announcement!
We’re coming to St. Louis on May 13 and Kansas City on May 14 with our live Medicare Sales Playbook Bootcamp! This is real, practical sales training—not just another rah-rah event.
Stay tuned for registration details here and on our socials!

👇 Drop your toughest objections in the comments and we might tackle them in an upcoming episode.

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!

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

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!

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!

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!

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

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!

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.