Medicare Sales Playbook

Medicare Sales Playbook Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Medicare Sales Playbook, Podcast, Springfield, MO.

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.

07/30/2025

Sales isn’t hard—but knowing the right question to ask is. Dallas shares why offbeat questions spark deeper connections—and why connection matters more than the close.

🔗 Watch the full episode here: https://youtu.be/3i5aBt5z1VA

07/29/2025

Want a guaranteed way to spark conversation? Ask someone what they hate. Dallas shows how a simple complaint about hotel temps turned into a three-minute rant—and a teachable moment on connection.

🔗 Watch the full episode here: https://youtu.be/3i5aBt5z1VA

07/28/2025

Need a powerful way to open the conversation around critical illness coverage? Ask this question—and follow it with a personal story. You’re not selling; you’re helping people prepare for the worst-case scenario.

🔗 Watch the full episode here: https://youtu.be/3i5aBt5z1VA

07/25/2025

Need a powerful way to open the conversation around critical illness coverage? Ask this question—and follow it with a personal story. You’re not selling; you’re helping people prepare for the worst-case scenario.

🔗 Watch the full episode here: https://youtu.be/3i5aBt5z1VA

07/24/2025

Broke and hungry for leads, Brian Asking got creative. He asked a local P&C agent three simple questions—and built a referral machine. Learn how one form and a little hustle can generate 10–15 leads a week without spending a dime on ads.

🔗 Watch the full episode here: https://youtu.be/3i5aBt5z1VA

🔥🎙️ Episode 72 is LIVE 🔥🎙️ How to Sell Medicare: Top Medicare Sales Questions That ConvertWant to sell more Medicare and...
07/24/2025

🔥🎙️ Episode 72 is LIVE 🔥🎙️

How to Sell Medicare: Top Medicare Sales Questions That Convert

Want to sell more Medicare and build real client relationships that last?
In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith dive into the power of asking the right questions to open conversations, build trust, and cross-sell with confidence. Discover how top producers warm up appointments, how to transition smoothly into business conversations, and the exact questions that spark buying intent across Medicare, life insurance, long-term care, and more.

You’ll learn:
• The perfect warm-up questions to start any Medicare appointment
• How to transition from rapport to results
• How to use a cross-selling sheet to increase revenue per client
• The psychology behind client trust and emotional buying triggers
• Bonus: Matt and Dallas share their favorite “throat punch” questions

👇 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/

Tune in now: https://bit.ly/46muepT

07/23/2025

Cross-selling after a Medicare appointment doesn’t have to be scary—or non-compliant. Caroline Trecartin explains how ending the appointment formally opens the door for a whole new conversation. Using the "Things We Do" sheet, she's able to identify needs and serve her clients better—without sounding pushy.

📋 Learn how to position products like life insurance, annuities, and more after Medicare is done.

🔗 Watch the full episode here: https://youtu.be/optXi0qNp7s

🔥 Medicare Sales Playbook Bootcamp hit Memphis, TN — and it was electric!From mindset to marketing, our agents leveled u...
07/18/2025

🔥 Medicare Sales Playbook Bootcamp hit Memphis, TN — and it was electric!

From mindset to marketing, our agents leveled up with real strategies, bold breakthroughs, and serious momentum. 💼💥

We don’t just talk about success — we train for it.
This is how you build a business that lasts.👊

Ready to step up? Join the next one → medicaresalesplaybook.com/bootcamps

🔥🎙️ Episode 71 is LIVE 🔥🎙️ Selling Medicare: How to Fill Medicare Seminars and Cross-Sell Compliantly Live at 8% with Da...
07/17/2025

🔥🎙️ Episode 71 is LIVE 🔥🎙️

Selling Medicare: How to Fill Medicare Seminars and Cross-Sell Compliantly Live at 8% with Dallas Keithley

Join us LIVE from the 8% Conference in Plano, Texas! In this special episode of the Medicare Sales Playbook, host Dallas Keithley is joined by powerhouse producers Casy Askins, Caroline Trecartin, and Josh Burns to talk real strategies for marketing, seminar selling, and cross-selling Medicare clients the right way.

You’ll discover:
• How to run Medicare seminars that fill the room and close appointments
• Smart ways to cross-sell hospital indemnity, cancer, life insurance, and annuities—compliantly
• Real numbers on costs, RSVPs, and conversion rates
• How to partner with local providers and carriers to fund your marketing
• The Elevate Program: sell annuities without being the expert

Plus, grab the “Things We Do” cross-sell sheet, connect with our retirement team, and learn how agents are turning $4,000 in seminar costs into $175,000 in revenue. It’s all inside this episode.

👇 LINKS BELOW 👇
📥 Download the Cross-Selling Sheet here:
http://medicaresalesplaybook.com/crosssellingsheet

📝 Register for the next Bootcamp:
https://medicaresalesplaybook.com/bootcamps/
👍 Like | 💬 Comment | 🔔 Subscribe
Suggest a guest: MedicareSalesPlaybook.com

Tune in now: https://bit.ly/44YXL6H

07/16/2025

Imagine this: You enter September fully prepped, not panicked. Dallas and Matt reveal why the real AEP prep deadline is August 31st — and how that sets you up for a stress-free run.

👉 Full Episode Here: https://youtu.be/HHxlo0rBVJs

07/15/2025

Brand-new agents: stop contracting with 15 carriers. You’ll burn out before you write a policy. Here’s the “10 or less” rule that keeps your business lean and effective.

👉 Full Episode Here: https://youtu.be/HHxlo0rBVJs

07/14/2025

Don’t just generate leads — build lasting relationships. Matt shares how to target community spaces where your clients spend time and ask questions, and how to stay top of mind all year.

👉 Full Episode Here: https://youtu.be/HHxlo0rBVJs

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