Medicare Sales Playbook
Medicare Sales Playbook
Podcast Description
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.
Podcast Insights
Content Themes
The show focuses on a variety of themes related to Medicare sales, including effective marketing strategies, personal growth for agents, and specific sales techniques. Episodes feature in-depth conversations on topics such as utilizing social media for lead generation, managing annual enrollment periods, and transitioning to independent agency setups, providing targeted insights for both new and seasoned agents.
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.
Want to add Long-Term Care to your Medicare conversations—without getting overwhelmed or “starting from scratch”?
In this episode of the Medicare Sales Playbook, Dallas Keithley sits down with Jay Curatti (Director of Retirement Planning, Lasting Mark Retirement Group) to break down:
What long-term care actually means (it’s not just nursing homes)
How LTC qualifies (the 2-of-6 ADLs rule) and why that matters
Simple, natural conversation starters to transition from Medicare → LTC
How to overcome the two biggest objections: “I’ll never need it” and “I can’t afford it”
Why LTC is about options, choice, and peace of mind—not fear
A smart way to help clients without becoming an LTC expert: the Elevate / Empower support model (including how agents can stay on the call, learn the process, and earn 50% of the commission)
📅 Don’t miss Jay live on the Last Wednesday Webinar: January 28 @ 4:00 PM CST Learn the full strategy, product options, and get your questions answered.
🔗 Learn more about Jay + the Elevate team: lastingmarkretirement.com
📩 Want to get added to Tuesday Tips + the Last Wednesday Webinar invite list? Email: [email protected]
✅ If this episode helped you, subscribe and drop a comment: “What’s the hardest part about bringing up long-term care with your Medicare clients?”

Disclaimer
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