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Medicare Sales Playbook

Medicare Sales Playbook

By: Medicare Sales Playbook
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About this listen

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, educate, and empower agents to not only grow their business but also to discover their 'why' and achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey toward becoming a standout agent in the Medicare insurance world.2024 Career Success Economics
Episodes
  • How to Sell Medicare: The Questions Medicare Agents Are Afraid to Ask
    Aug 14 2025

    In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith tackle the questions agents often hesitate to ask — but should.

    From mastering your products to navigating unpaid business, overcoming “commission breath,” knowing when to pivot your strategy, and deciding whether to build a downline, they cover it all with practical advice and real-world experience.

    You’ll discover:

    • Why you don’t need to know everything about your products, but you do need to keep learning like a business owner.

    • How transparency about unpaid policies can actually increase referrals.

    • The truth about “commission breath” and how to avoid it.

    • When it’s time to adjust your business strategy (and when to keep pushing).

    • The real ROI of building a team — and the mindset you must have first.

    • How to approach commission conversations with your upline the right way.

    🎯 Whether you’re a new agent or an industry veteran, this episode gives you the confidence to ask the hard questions and the wisdom to handle the answers.


    📋 Register for our next Medicare Sales Playbook BootCamp: https://medicaresalesplaybook.com/bootcamps/

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    40 mins
  • How to Sell Medicare: Overcoming Imposter Syndrome in Medicare Sales
    Aug 7 2025

    In this episode of the Medicare Sales Playbook, we sit down with Zeb Zinn, a young and ambitious agency owner who went from being a 19-year-old insurance rookie to building ZZ Insurance, a growing Medicare and life insurance agency.

    Zeb shares his journey from his first $12,000 check to leading a team of agents, overcoming imposter syndrome, and creating a strong, culture-driven agency. He reveals the pivotal moments that shaped his "why," the biggest mistakes new agents make, and his advice for anyone wanting to break into Medicare sales or start their own agency.

    ✅ What you'll learn in this episode:

    • How Zeb transitioned from life insurance to Medicare and never looked back

    • The life-changing story that inspired him to build his agency

    • Overcoming challenges as a young leader in the insurance industry

    • The #1 mistake new agents make (and how to avoid it)

    • How to build a strong, winning team culture

    📧 Want to connect with Zeb? Reach out via email: ZebZinnSecure@gmail.com


    🚀 Register for our next Medicare Sales Playbook BootCamp: https://medicaresalesplaybook.com/bootcamps/

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    33 mins
  • Selling Medicare: How to Choose the Right FMO
    Jul 31 2025

    On this episode of Medicare Sales Playbook, we break down the six essential questions every Medicare agent should ask before partnering with a Field Marketing Organization (FMO). Whether you're new to the industry or ready to scale your sales, this guide is packed with strategic insights to help you make the best decision for your business.

    🔍 We’ll cover:

    1. Mission alignment – What drives their vision?

    2. Training programs – Are they investing in your success?

    3. Recruiting opportunities – What’s expected and what’s possible?

    4. Commission clarity – Know your earning potential.

    5. Technology tools – Do they power your performance?

    6. Business ownership – Who’s really in control?

    💬 Get the inside scoop, avoid common pitfalls, and choose the FMO that fits your goals.

    Subscribe to Medicare Sales Playbook for more episodes that simplify success in Medicare sales!

    👇 Grab your FREE Cross-Selling Sheet and learn more about our BootCamp training here:

    Cross-Selling Sheet:
    🔗 http://medicaresalesplaybook.com/crosssellingsheet
    📝 Register for our next Medicare Sales Playbook BootCamp: https://medicaresalesplaybook.com/bootcamps/

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    36 mins
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